Is Disney Stock Still a Buy After Missing Subscriber Estimates?

Motley Fool2021-05-17

Disney+ fell well short of analyst estimates for subscriber additions in the last quarter. Walt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...

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精彩评论

xnicx
2021-05-18
xnicx
Buy
MoneyCub
2021-05-18
MoneyCub
Good time to accumulate
- edelyu:
  yes
68fc893
2021-05-18
68fc893
Disney plus still popular!
- 请对我善良点:
  still consider buy or not buy
JohnTeo
2021-05-18
JohnTeo
Need more content. I’m sure they can overtake Netflix.
- Eded:
  Disney has diversified ops as compared to netflix
- xnicx:
  Yes
- JohnTeo:
  Yes. That is their strength.
ynngy
2021-05-18
ynngy
sarpork
yhl77
2021-05-18
yhl77
Safe
- ynngy:
  safe

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Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":195507379,"gmtCreate":1621300194591,"gmtModify":1634192665972,"author":{"id":"3570854254904038","authorId":"3570854254904038","name":"xnicx","avatar":"https://static.tigerbbs.com/2b4f8b6a208de92c4d6b4c87e044514c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570854254904038","authorIdStr":"3570854254904038"},"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195507379","repostId":1121366045,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195220359,"gmtCreate":1621298040971,"gmtModify":1634192706714,"author":{"id":"3559862059870297","authorId":"3559862059870297","name":"MoneyCub","avatar":"https://static.tigerbbs.com/1f4ae708d214afbc1b0b1f68ecc65c7e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3559862059870297","authorIdStr":"3559862059870297"},"htmlText":"Good time to accumulate&nbsp;","listText":"Good time to accumulate&nbsp;","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195220359","repostId":1121366045,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4362988,"gmtCreate":1621308607201,"gmtModify":1635406774741,"authorId":3582016604911088,"author":{"id":3582016604911088,"idStr":"3582016604911088","authorId":3582016604911088,"name":"edelyu","avatar":"https://static.tigerbbs.com/092df2b4df4fa72903ef644a702141fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195220359,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"EN"},{"id":195289954,"gmtCreate":1621297160778,"gmtModify":1631885080684,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"68fc893","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581720614399200","authorIdStr":"3581720614399200"},"htmlText":"Disney plus still popular!","listText":"Disney plus still popular!","text":"Disney plus still popular!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195289954","repostId":1121366045,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4361646,"gmtCreate":1621301858716,"gmtModify":1635406894885,"authorId":3578866938376185,"author":{"id":3578866938376185,"idStr":"3578866938376185","authorId":3578866938376185,"name":"请对我善良点","avatar":"https://static.tigerbbs.com/5515abaaba46d935312343148b97579f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195289954,"type":1,"supId":0,"prevId":0,"content":"still consider buy or not buy","text":"still consider buy or not buy","html":"still consider buy or not buy"}],"langContent":"EN"},{"id":195235428,"gmtCreate":1621296541364,"gmtModify":1634192732834,"author":{"id":"3574646684002399","authorId":"3574646684002399","name":"JohnTeo","avatar":"https://static.tigerbbs.com/884c031c0209150d5c4da4db425234b3","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3574646684002399","authorIdStr":"3574646684002399"},"htmlText":"Need more content. I’m sure they can overtake Netflix.&nbsp;","listText":"Need more content. I’m sure they can overtake Netflix.&nbsp;","text":"Need more content. I’m sure they can overtake Netflix.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195235428","repostId":1121366045,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4360531,"gmtCreate":1621298162768,"gmtModify":1635406998193,"authorId":3581980965309451,"author":{"id":3581980965309451,"idStr":"3581980965309451","authorId":3581980965309451,"name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195235428,"type":1,"supId":0,"prevId":0,"content":"Disney has diversified ops as compared to netflix","text":"Disney has diversified ops as compared to netflix","html":"Disney has diversified ops as compared to netflix"},{"id":4361209,"gmtCreate":1621300230070,"gmtModify":1635406936011,"authorId":3570854254904038,"author":{"id":3570854254904038,"idStr":"3570854254904038","authorId":3570854254904038,"name":"xnicx","avatar":"https://static.tigerbbs.com/2b4f8b6a208de92c4d6b4c87e044514c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195235428,"type":1,"supId":0,"prevId":0,"content":"<u>Yes</u>","text":"<u>Yes</u>","html":"<u>Yes</u>"},{"id":4362017,"gmtCreate":1621303412530,"gmtModify":1635406859822,"authorId":3574646684002399,"author":{"id":3574646684002399,"idStr":"3574646684002399","authorId":3574646684002399,"name":"JohnTeo","avatar":"https://static.tigerbbs.com/884c031c0209150d5c4da4db425234b3","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195235428,"type":1,"supId":4360531,"prevId":0,"content":"Yes. That is their strength. ","text":"Yes. That is their strength. ","html":"Yes. That is their strength. 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