Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?

MarketWatch2021-02-08

Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday Walt Disney Co. has managed to adroitly navigate the pandemic despite being ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

AlanYe
2021-02-08
AlanYe
Good reward
Sachinpnyr
2021-02-08
Sachinpnyr
Wow
ElonMust
2021-02-08
ElonMust
Omg
- ElonMust:
  wow
GaryLim
2021-02-08
GaryLim
😬
MidasTouch
2021-02-08
MidasTouch
Please dip so I can buy
LeeWan
2021-02-08
LeeWan
Pls like and comment here, thanks 🙏🏻

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2109725367?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-02-08 11:06","share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","id":"2109725367","market":"us","top_or_hot":-1,"title":"Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?","media":"MarketWatch","content":"<div>\n<p>Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday\nWalt Disney Co. has managed to adroitly navigate the pandemic despite being ...</p>\n\n<a href=\"http://cms.laohu8.com/web/news/detail-add\">网页链接</a>\n\n</div>\n","source":"market_watch","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://cms.laohu8.com/web/news/detail-add><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday\nWalt Disney Co. has managed to adroitly navigate the pandemic despite being ...</p>\n\n<a href=\"http://cms.laohu8.com/web/news/detail-add\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DIS","symbol_name":"迪士尼","start_time":0,"source_url":"http://cms.laohu8.com/web/news/detail-add","article_id":"2109725367","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2109725367","pubTimestamp":1612753595,"sourceInfo":{"source_id":"market_watch","name":"华尔街大事件"},"weMediaInfo":null,"summary":"Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter r","collect":0,"end_time":0,"defaultTopTitle":"laohu8.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"DIS":"迪士尼"},"translate_title":"迪斯尼盈利预览:迪斯尼+能否保持火热的步伐来维系魔幻王国？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DIS":0.9},"content_text":"Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday\nWalt Disney Co. has managed to adroitly navigate the pandemic despite being hamstrung by shuttered amusement parks and an indefinite pause in live-action productions.\nPropelled by its streaming service, the Magic KingdomDIS,+0.52%should post respectable fiscal first-quarter results on Thursday.\nStill, how does Disney fend off the likes of Apple Inc.’s Apple TV+, Netflix Inc.,Comcast Corp.’s Peacock, Amazon.com Inc.’s Prime Video, AT&T Inc.’s HBO Max, and others while Disney operates at less than full strength?\nIt offered plenty of answers in Decemberduring a marathon investor day briefing. It unfurled a slate of big-budget movies — including “Raya and the Last Dragon” in March 5 — will open on its burgeoning streaming service and in theaters as part of a direct-to-consumer push. In coming years, Disney+ will be home to a fire hose of 10 new Marvel series, 10 new “Star Wars” series, 15 animated and live-action Pixar and Disney series, and 15 Disney-Pixar films that will be newly branded as Disney+ Original.\nAs of Dec. 2, Disney+ had 86.8 million paid subscribers, and Disney expects that figure to balloon to 230 million to 260 million by the end of 2024. Including Hulu and ESPN+, total world-wide direct-to-consumer subscribers should reach 300 million to 350 million by the end of 2024.\nIt might be a stretch for Disney+ to top 100 subscribers in Q1, but plenty of analysts are looking for sustained growth.\nWhat to expect\nEarnings:Analysts polled by FactSet on average expect a loss of 33 cents a share, which would be a decline from $1.53 a share in the first quarter of 2019. The estimate has plummeted from a penny a share on Sept. 30.\nContributors to Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, are also projecting a loss of -33 cents a share on average.\nRevenue:Analysts on average expect Disney to report $15.89 billion in first-quarter revenue, according to FactSet, down from $20.86 billion the year before.\nEstimize contributors are expecting revenue of $15.89 billion.\nStock movement:Through Friday, shares are up 28.5% over the past 12 months, giving it a market value of $327 billion. The S&P 500 indexSPX,+0.39%has increased 17% in the past year.\nWhat analysts are saying\n• “We now expect Disney+ to end FQ1 with 95m subs from 90m prior, and vs. 86.8m reported as of December 2, as we are encouraged by third-party data. According to Apptopia, Disney+ mobile MAUs have increased from 33m as of December 2 to 50m as of January 2, with substantial growth coming from Brazil and Mexico.” — JPMorgan analyst Alexia Quadrani, while maintaining an overweight rating and hiking price target to $210 from $175 on Jan. 11.\n• “We were wrong… We were simply blown away [on investor day] by the depth of content being created for Disney+ (and the dollars behind it). Increasing content spend on Disney+ to over $8 billion by 2024 compared to a target of $4 billion set just a year ago is a dramatic acceleration.” — Lightshed Partners analyst Richard Greenfield, upgrading Disney’s rating to neutral from sell on Jan. 8.\n• “We maintain Buy on differentiated assets, direct-to-consumer momentum (Star/Star+ launches and more Disney+ markets in 2021; content investment should also benefit consumer products/licensing and Parks), and out-years post-COVID recovery at Parks (we expect\npent-up demand on leaner cost base).” — Truist Securities analyst Matthew Thornton, maintaining a buy rating and raising price target to $195 from $175 on Jan. 5.","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":389666587,"gmtCreate":1612767639049,"gmtModify":1703764738449,"author":{"id":"3563407973348151","authorId":"3563407973348151","name":"AlanYe","avatar":"https://static.tigerbbs.com/50efd00e3a7df7e0920a04606904a662","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3563407973348151","authorIdStr":"3563407973348151"},"htmlText":"Good reward&nbsp;","listText":"Good reward&nbsp;","text":"Good reward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389666587","repostId":2109725367,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389619699,"gmtCreate":1612763287211,"gmtModify":1703764705153,"author":{"id":"3572989459139407","authorId":"3572989459139407","name":"Sachinpnyr","avatar":"https://static.tigerbbs.com/ec1478fc6ed7f7f4c6aed0ee012469e7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572989459139407","authorIdStr":"3572989459139407"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389619699","repostId":2109725367,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389697361,"gmtCreate":1612761278253,"gmtModify":1703764687387,"author":{"id":"3571535716505728","authorId":"3571535716505728","name":"ElonMust","avatar":"https://static.tigerbbs.com/b1e24b9d2a17c6fc913c9f771117c376","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3571535716505728","authorIdStr":"3571535716505728"},"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389697361","repostId":2109725367,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3514502,"gmtCreate":1612761297120,"gmtModify":1635765919590,"authorId":3571535716505728,"author":{"id":3571535716505728,"idStr":"3571535716505728","authorId":3571535716505728,"name":"ElonMust","avatar":"https://static.tigerbbs.com/b1e24b9d2a17c6fc913c9f771117c376","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":389697361,"type":1,"supId":0,"prevId":0,"content":"<u>wow</u>","text":"<u>wow</u>","html":"<u>wow</u>"}],"langContent":"EN"},{"id":389693163,"gmtCreate":1612760026052,"gmtModify":1703764678311,"author":{"id":"3562937376298291","authorId":"3562937376298291","name":"GaryLim","avatar":"https://static.tigerbbs.com/57fa0755efe9ca188439d2a44f5687f2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3562937376298291","authorIdStr":"3562937376298291"},"htmlText":"😬","listText":"😬","text":"😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389693163","repostId":2109725367,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389605712,"gmtCreate":1612758916836,"gmtModify":1703764672496,"author":{"id":"3568622049769429","authorId":"3568622049769429","name":"MidasTouch","avatar":"https://static.tigerbbs.com/a4c74136b7f44c9d3fa226b2d5c54494","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568622049769429","authorIdStr":"3568622049769429"},"htmlText":"Please dip so I can buy&nbsp;","listText":"Please dip so I can buy&nbsp;","text":"Please dip so I can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389605712","repostId":2109725367,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389606121,"gmtCreate":1612758515663,"gmtModify":1703764669592,"author":{"id":"3558097748623340","authorId":"3558097748623340","name":"LeeWan","avatar":"https://static.tigerbbs.com/88769849d29a340fce73355c249755a4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3558097748623340","authorIdStr":"3558097748623340"},"htmlText":"Pls like and comment here, thanks 🙏🏻&nbsp;","listText":"Pls like and comment here, thanks 🙏🏻&nbsp;","text":"Pls like and comment here, thanks 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389606121","repostId":2109725367,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":17,"commentSize":10,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2109725367"}