Can Disney survive Omnicron?

SueCsie
2021-12-03

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)$ 

大公司头条
大公司又发生了什么事,收购、合作、入股?来这里关注最重要的商业新闻和公司动向吧
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

精彩评论

  • MamieBenson
    2021-12-03
    MamieBenson
    I support Disney very much. I like Pirates of the Caribbean very much! On the day of launching meta, I must go to Disney with my friends!
  • EricVaughan
    2021-12-03
    EricVaughan
    Should we buy Disney shares in advance now. When Disney launches meta products, its share price will soar.
  • ElsieDewey
    2021-12-03
    ElsieDewey
    When Disney launches the virtual world, it must be great! I hope this day will come as soon as possible. I can't wait to try.
  • EvelynHoover
    2021-12-03
    EvelynHoover
    I look forward to the combination of Disney and meta. That must be great!
发表看法
11