It is an immense honor to be excepted into and graduate from the Naval Academy. That young man is set to make a difference in this world. Wish I had half the courage he has when I was his age.
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News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
Sirwalterraleigh
Premium Member
I agree…but I think you meant “accepted”?
…actually…I believe Middies are “appointed”?
It’s confusing world salad
flynnibus
Premium Member
The Debt Serving load is well under the free flowing cash revenue. So it would take a substantial faltering of the company for the debt servicing to even be a concern that it couldn't address payments.
Even if Disney were to become cash strapped due to 'conditions deteriorating substantially' - the company has a 11billion dollar piggy bank they could use to pay debt servicing with for YEARS even if the company were not cash positive.
Even if Disney were cash strapped period, it is loaded with assets - it can always sell something.
The debt doesn't represent a concern that it would cause the business choke itself. This is not some heavily leveraged entity banking on future scores to pay their debt servicing. This is a large business that even while under enormous market pressure and huge stock price pressure... is still a company with enormous cash reserves, billions in positive cash flow, and assets as far as the eye can see.
This whole debt thing has been overhyped by Disney nerds without a real basis. They are fixated on a number in a vacuum without the real context of what that number means to DIS. Of course everyone would have loved if the Fox acquisition came without a large spike in debt, but it expect no debt is not rational, nor has this debt load proven to be risky for the company.
Arguments about overpaying for FOX... or huge write-offs because of it... ok, pick your opinion on the net worth to the company and the price paid. But to be playing chicken little over their debt load is just dumb.
I'm sure those concerned with Disney's ~$50B debt are going to raising the alarm on Universal fan forums regarding Comcast's ~$100B debt.
Have at it!
Have at it!
I make many errors do to speech to text.I agree…but I think you meant “accepted”?
…actually…I believe Middies are “appointed”?
It’s confusing world salad
I try my best
Comcast’s debt is just as if not more concerning than Disneys.
If lenders demand repayment shareholders face severe dilution.
Weird way to justify Disneys debt load.
Sirwalterraleigh
Premium Member
Hey…I’m the typo KINGI make many errors do to speech to text.
I try my best
Disney Analyst
Well-Known Member
I could be wrong, but I think the “Star” tile we have in Canada and Europe is unrelated to “Hotstar” in India.
Sirwalterraleigh
Premium Member
This debt thing is becoming a recurring red herring
Comcast is debt laden but just schluggs along for decades…mainly because they have a physical product. Used to be cable…now it’s high speed. The gift that keeps on giving
Disney has less debt - good - but has a smaller, but significant, physical drive in parks and resorts with products.
So the “debt” talk is not really a huge deal. Disneys stock has tanked on the results of its products…not its debtload.
But that can change.
Comcast is debt laden but just schluggs along for decades…mainly because they have a physical product. Used to be cable…now it’s high speed. The gift that keeps on giving
Disney has less debt - good - but has a smaller, but significant, physical drive in parks and resorts with products.
So the “debt” talk is not really a huge deal. Disneys stock has tanked on the results of its products…not its debtload.
But that can change.
Chip Chipperson
Well-Known Member
Lenders can only demand repayment ahead of schedule if the borrower fails to meet the terms of the loan agreement. If either company ever gets to that point then the world will know before the banks try to force early redemption. They are publicly traded companies, after all.
Disney bought Fox which owned the company "India Star" which had a streaming platform "Hotstar."
Disney kept local Indian content on Hotstar and added Disney content to it.
Disney then created an international alternative to Hulu (minus the Live broadcast) for the rest of the world and called it "Star" to mimic "Hotstar."
In South America, Star is not a hub in Disney+, but a separate streamer called "Star+" -- which is often bundled with D+.
So, tl:dr, Hotstar and Star are separate streamers with overlapping content.
Sirwalterraleigh
Premium Member
…well they never really do
Robbiem
Well-Known Member
It gets really confusing
STAR (satellite television asian region) is the satellite broadcaster Disney acquired as part of the fox deal. Its based in Hong Kong and covers much of SE Asia in a similar way to Sky in Europe. It originally covered India but a separate star india was spun off.
This Indian company then launched hotstar as a streaming service which became part of disney plus post fox. The hotstar brand has also been used with disney plus in other Asian countries like Thailand and Indonesia as an adult brand like hulu in the US.
In Europe and some other markets disney uses star as its adult streaming tab using the logo of the asian TV co but its contents includes lots of FX and hulu content and more adult shows and movies from Disney’s libraries. This probably replaced Sky, the fox satellite brand in Europe which Disney lost to comcast in a really complicated take over battle as part of the fox deal. Hulu couldn’t be used outside the US as it was only part owned by the mouse and would be in competition with other brands like sky which is owned by comcast who own part of hulu.
To further confuse things there is also star china which covers mainland China broadcasting
To summarise Star is now a Disney brand used for different purposes in different markets. If Disney sells star in Asia then it may have to change the star tab on Disney plus maybe to hulu if it buys it outright or alternatively it could keep the star name and rebrand the star assets to something else
Robbiem
Well-Known Member
You explained that far better than me!
TrainsOfDisney
Well-Known Member
Just like Elvis!!!!Hey…I’m the typo KING
Sirwalterraleigh
Premium Member
Not according to the NYSE…The products that are doing better than ever?
Asking for a.
The swinging $70’s on deck again
Shed $6 in value again in 2 weeks
Comcast sinks despite profit beat, as broadband subscribers slip and ad revenue slumps
Comcast revenue and earnings both topped analyst estimates as theme park sales rose, and Peacock added 4 million subscribers.
www.cnbc.com
Meanwhile in Burbank.....
