经济观察网 迪士尼据悉正计划将旗下体育品牌ESPN引入亚洲市场，加大在这一全球增长最快的流媒体 市场之一的扩张力度。平台数据显示，Disney+目前是亚洲第三大流媒体平台。剔除印度和中国市场 后，预计到2025年底，该平台在亚洲地区的订阅用户数将达到1900万，营收将达14亿美元。 ...

ESPN亚洲市场扩张战略 - 公司计划将旗下体育品牌ESPN引入亚洲市场，为Disney+平台新增更多体育直播内容，并在亚洲地区逐步推广ESPN服务[1] - 由于不同国家体育赛事版权分布和粉丝基础存在差异，各市场的推出时间将有所不同，公司已在澳大利亚和新西兰的Disney+平台上率先推出ESPN流媒体服务[1] - 公司的长期目标是将ESPN整合至流媒体平台，使其成为用户观看体育内容的首选平台，目前正关注各类体育赛事版权以把握最佳推出时机[1] 亚洲流媒体市场竞争格局 - 体育流媒体已成为美国媒体公司争夺全球增长的关键战场，竞争对手在亚洲积极布局，亚马逊旗下Prime Video通过与韩国广播公司SPOTV合作获得日本地区MLB赛事转播权，奈飞计划在日本独家直播2026年世界棒球经典赛[1] - 公司目前正在考虑在日本及东南亚地区达成新的授权协议，并拓展相关体育赛事合作[1] - 根据Media Partners Asia数据，Disney+是亚洲第三大流媒体平台，剔除印度和中国市场后，预计到2025年底平台在亚洲地区的订阅用户数将达到1900万，营收将达14亿美元[2] Disney+亚太地区内容战略演变 - 自四年前在亚洲主要国家推出Disney+以来，公司的流媒体战略已从投资各亚洲市场的本土内容，转向更精准地聚焦优质内容和跨境爆款[2] - 公司已缩减东南亚地区的内容制作规模，并将印度业务与信实工业集团旗下的娱乐业务合并成立合资企业JioStar，目前区域内容重心集中在韩剧和日本动漫上[2] - 作为战略一部分，公司近期在日本地区的Disney+应用中整合了CJ ENM旗下的流媒体平台Tving，体现了对潜在合作机会的开放态度[2] 亚太流媒体业务增长驱动力 - Disney+正在进入其亚太地区流媒体业务增长的第二阶段，平台用户粘性仍主要依赖美国IP内容和儿童内容[3] - 本土制作内容，尤其是韩剧、惊悚题材作品和日本动漫，正成为拉动消费和提升品牌好感度的核心动力[3]

Market Analysis by covering: Walt Disney Company. Read 's Market Analysis on Investing.com ...

US stocks fell on Thursday as investors absorbed the end of the longest government shutdown in US history, weighing its impact on the economy and the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led losses with a nearly 0.8% drop, while the S&P 500 (^GSPC) moved down 0.5%. The Dow Jones Industrial Average (^DJI) slipped 0.2%, coming off the second record close in a row for the blue-chip benchmark. President Trump signed a bill ending the record-setting 43-day US federal shutdown into ...

So, what can we expect, Carter. >> Let's get right to it. Uh, you got five charts and they're identical.So, first one, >> which is so often the case, has nothing on it. It's the baseline. Let's put some things on it.So, uh, next iteration, what we know is that, of course, Disney uh, surged off its COVID low and then gave it all back. And what we have in technical pardon is a triple bottom annotated there. Uh the next iteration uh depicts another way to draw the lines which is to say this downtrend line in e ...

公司业绩预期 - 华尔街预计公司第四财季每股收益为1.04美元，营收同比增长不到1%至227.5亿美元 [5] - 直接面向消费者业务、主题乐园体验业务以及体育业务被视为增长驱动力，而线性电视网络业务收入可能同比下滑 [5] - 花旗分析师将公司股票目标价从140美元上调至145美元 [2] 市场关注焦点 - 投资者将重点关注流媒体业务的前景更新，特别是10月提价后的影响以及Jimmy Kimmel节目临时取消的潜在消费者反应 [2] - 市场同时关注公司与YouTube TV就ESPN、ABC等频道转播费的争议及潜在交易进展 [3] - 华尔街分析师普遍看好公司，Visible Alpha统计的六位分析师均给予“买入”评级，平均目标价146美元暗示较当前股价有25%上行空间 [6] 股价表现与事件意义 - 公司股价在2025年迄今上涨约5%，表现弱于标普500指数近17%的涨幅 [1][3] - 一份强于预期的财报可能有助于提振市场对股票的热情 [4] - 公司定于周四开盘前公布第四财季业绩 [1][9]

财务影响分析 - 根据摩根士丹利分析，迪士尼与YouTube TV的转播权纠纷导致每周约3000万美元或每天约430万美元的收入损失[2] - 该纠纷持续14天将造成约6000万美元的收入逆风[2] - 每失去一周的分销渠道，迪士尼调整后每股收益将降低0.02美元[3] 纠纷现状与背景 - 迪士尼旗下ABC和ESPN频道在YouTube TV上被停播，截至周三已进入第13天[1] - YouTube TV是美国第三大多频道供应商[3] - 纠纷源于YouTube TV要求获得低于市场水平的优惠条款，且让步甚少[10] 市场反应与措施 - 迪士尼股价周三交易价格约为每股116美元[6] - 摩根士丹利重申对迪士尼股票的增持评级，目标价为140美元[6] - YouTube TV为补偿用户，向订阅者提供20美元的信用额度[6][7] - 两家公司曾讨论在选举日恢复ABC频道覆盖，但未能达成协议[10]

And now let's find out what to watch for in those Disney numbers tomorrow morning. Joining us now is Laura Martin. She's NEM's senior internet and media analyst.Has a buy rating and $125 price target. Laura, good to see you. I think it's been three and a half years since Disney last saw 125 and it was on the way down.So what's it going to take to to get it comfortably above that level. >> Um it's going to take moderating losses at linear networks. it's going to take really strong experiences or let's call i ...

As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...

Disney (DIS) reported mixed fourth quarter results on Thursday as continued declines in its linear TV business offset strength in parks and streaming and investors eye the final stretch of CEO Bob Iger’s turnaround ahead of his planned departure next year. Disney reported revenue of $22.46 billion for the quarter, missing analyst expectations of $22.83 billion and coming in roughly comparable to the year-earlier period. A 6% revenue drop within the company's entertainment division, which includes its stre ...