社区

Most of the people relate Walt Disney to Disneyland or Disneyworld, thinking theme parks are the main business. Did you know their main revenue source is actually from Linear Network , not theme park and cruises?

Disney generated over 50% of its revenue through its media networks– i.e. ESPN, Disney Channel, Hulu or the ABC Television Networks, among others.

Predicting that more people will switch from cable TV services to streaming services. They launched three streaming services, Disney+, Hulu, and ESPN+, which combine for over 150 million subscribers from 2020 to 2021.

While their theme park and cruises businesses are at loss, their TV business is still strong regardless of the fierce competition from Netflix.

Disney Short term Plan:

From COVID-19 to Delta to Omnicron, I believe the scientists have a better understanding of the virus than before when COVID-19 first started. I don’t think the making of new vaccine will take long. Plus, I don’t see a problem in their businesses

Travel Restrictions : Everybody stays at home and use streaming services (More subscribers > Disney+ gains profit)

Without Travel Restrictions: Everybody travels, especially kids theme park and cruises (More visitors > Disneyland gains profit)

Disney’s Future:

THIS WILL BE A WHOLE NEW WORLD! 

When Metaverse is ready, Disney share price will hit the rooftop. They have announced the plan to work with Microsoft and Facebook for virtual reality. Imagine the license they could gain from when virtual reality is part our life. Walking in Mickey’s or Elsa’s House, checking out Marvel’s Spider Man wardrobe… it will be epic. 

My verdict: It won’t be long, looking at ppl buying virtual lands in NFT games (SANDS BOX) for millions of dollars . It is coming, buckle up …

$Walt Disney(DIS)$$Meta Platforms, Inc.(FB)$$Netflix(NFLX)$