I last wrote about Disney (NYSE: DIS ) in November 2024. I was bullish on the long term and considered the stock an overall buy for patient investors; I cautioned on the short term because of market volatility.I have previously written articles for The Motley Fool, TheStreet, and AOLs BloggingStocks.I also write fiction. I have stories published at Nikki Finke's Hollywood Dementia site, including "The Streaming Service," "The Screenwriterman," "Mygalomorph" and "Spielberg's Last Film."Here is a link to my Y ...

Disneyland Abu Dhabi set new records within hours of its launchDisneyThe United Arab Emirates (UAE) is famous for breaking records. It is home to the world’s biggest mall, the world's tallest tower and the world's biggest water park. So when media giant Disney announced last week that its first theme park in the Middle East will be in the UAE it was inevitable that more records would soon be broken. Few could have imagined how quickly it would work its magic.Less than 12 hours after Disney dropped the bombs ...

Since Walt Disney (DIS 0.94%) reported financial results for its fiscal 2025 second quarter (ended March 29), shares are up a noteworthy 9% (as of May 14). Revenue increased 7% year over year to $23.6 billion, while adjusted earnings per share (EPS) jumped 20%. Both of these headline figures came in ahead of Wall Street's expectations. Despite the momentum, shares trade at a gut-wrenching 45% below their all-time high. Owning the business hasn't worked out well for investors in recent years. But there are r ...

The upcoming launch of a streaming ESPN service solves a lot of problems for the media giant, but creates a lot of problems for cable TV's middlemen.It's official. As was widely expected, The Walt Disney Company (DIS 0.94%) will be launching a stand-alone streaming version of sports-focused cable channel ESPN later this year, at a price point of $29.99 per month. Its effective monthly price will be even lower for consumers who also subscribe to Disney+ and Hulu.The launch of this service also likely marks t ...

Leading sports brand ESPN is launching a new direct-to-consumer streaming platform under the flagship ESPN brand. Here's a look at what this means for Walt Disney Co DIS and the streaming sector.What Happened: ESPN announced this week that its long-awaited DTC streaming platform will debut in the fall with a $29.99 per month price point."We are providing everything ESPN has to offer directly to fans and all in one place," ESPN Chairman Jimmy Pitaro said.Pitaro said ESPN is the most "trusted, loved and recog ...

The Walt Disney Company (NYSE:DIS) MoffettNathanson 2025 Media, Internet & Communications Conference Call May 14, 2025 9:40 AM ET Company Participants Michael Nathanson - MoffettNathanson Robert Fishman - MoffettNathanson Conference Call Participants Josh D’Amaro - Chairman, Disney Experiences Michael Nathanson Josh, thank you so much for being here. So excited to have you. You made some big news last week with you and Bob announced Disney, Seventh Park in Abu Dhabi. There's lots of excitement for the growt ...

纪要涉及的行业或者公司 行业：主题公园、影视娱乐、邮轮旅游 公司：华特迪士尼公司（The Walt Disney Company）、Maraud Group、东方土地公司（Oriental Land Company）、环球影城（Universal）、Epic Games 纪要提到的核心观点和论据 选址阿布扎比建设新主题公园的原因 - 全球对迪士尼产品需求大，每1名现有主题公园游客对应约10名潜在游客 [1] - 阿布扎比地理位置优越，4小时飞行半径内覆盖全球三分之一人口，每年有1.2亿乘客抵达阿布扎比或迪拜 [2] - 预计有50亿消费者有足够的迪士尼亲和力和收入来参观主题公园 [3] - 阿布扎比年轻且有发展旅游业的愿景，设计和基础设施优雅、先进且科技感强 [4] - Maraud Group在建设旅游资产方面经验丰富、有高抱负和专业能力，是合适的合作伙伴 [5] 主题公园运营模式 - 迪士尼在全球采用多种运营模式，包括垂直运营、合作运营和授权许可，具体模式取决于市场、合作机会、公园时机和资本分配 [7][8] - 阿布扎比项目由迪士尼控制创意和设计元素，Maraud Group全额出资、建设和运营，迪士尼进行大量监督 [6] 新公园对迪士尼业务的影响 - 主题公园能将故事以有吸引力的方式呈现，吸引消费者，创造品牌大使，带动迪士尼全业务发展，每年约有1.2亿游客参观迪士尼主题公园 [10] - 上海迪士尼乐园开业后对品牌和业务产生积极影响，预计阿布扎比项目也会如此 [11] 主题公园在迪士尼生态系统中的重要性 - 迪士尼业务涵盖多种体验类型，主题公园与其他业务相互促进，形成强大的生态系统 [12][13] - 成功的电影能通过主题公园延伸故事，增强品牌粘性，加速生态系统运转，主题公园对公司营业收入贡献显著，并有助于开拓新业务 [14][15] 创意团队与创新发展 - 迪士尼全球有3000名幻想工程师，是公司创意核心，目前有比以往更多的项目正在进行 [19][21] - 工作室负责人与幻想工程师紧密合作，在电影制作早期就引入他们，使电影上映时能在公园展示相关内容 [22][23] 增长举措与投资计划 - 过去两年半，迪士尼在全球主题公园、邮轮和线上等方面进行投资，计划将迪士尼邮轮舰队规模扩大一倍，还投资了Epic Games [32] - 公司有大量土地可用于增加主题公园容量，还有很多未讲述的故事和潜在消费者 [29][30] - 过去十年，公司投资回报率增长了3倍，未来投资会细分项目，每个项目都需达到回报门槛 [39][40] 技术应用与消费者数据 - 迪士尼各业务积极采用技术，主题公园利用技术改善游客体验和运营管理，如使用Disney Genie应用程序优化游客行程 [34][35] - 消费者数据有助于公司合理配置资本、选择IP和了解游客需求，将各业务的第一方数据整合后，能从全方位角度考虑消费者，实现价值最大化 [37][38] 环球影城Epic Universe开业的影响 - 迪士尼一直积极投资主题公园，不断提升竞争力，如在各主题公园建设新的热门景点 [45][46] - 新的旅游项目可能会吸引更多游客，而迪士尼主题公园的吸引力会使新游客也会选择参观，不会对迪士尼造成明显的市场蚕食 [48][50] 应对宏观经济变化 - 迪士尼Q2业绩出色，国内主题公园和体验业务运营收入同比增长13%，消费品业务运营收入同比增长14%，未来预订情况良好 [52] - 公司通过日期票务、酒店库存、定价和促销模型等手段，能提前感知消费者行为变化，并精细管理成本 [53][54] 公园定价策略 - 迪士尼注重为游客提供高价值体验，包括精彩故事、刺激游乐设施、百老汇风格表演、美食和角色互动等 [58][59] - 公司在定价上提供多种选择和灵活性，如保持部分门票价格稳定，提供不同档次的酒店住宿，同时根据需求调整价格以平衡游客数量和体验质量 [60][61][63] 邮轮业务发展 - 迪士尼邮轮业务自1998年进入市场后发展良好，目前有6艘船在运营，还有2艘即将加入，预计将舰队规模扩大到13艘 [64][65] - 邮轮业务回报率达两位数，且是品牌的最佳大使，能提升品牌形象和市场影响力，如迪士尼冒险号邮轮的预订情况火爆 [66][67] - 尽管舰队规模扩大，但在邮轮行业中市场份额仍为个位数，有较大发展空间 [68] 国际公园的成功 - 迪士尼国际主题公园表现出色，多元化的国际布局提升了品牌形象并带来健康回报 [71] - 上海迪士尼度假区是新一代主题公园的典范，融合了以往的经验，在游客流量和收入方面表现良好，2024年2月国际公园创下运营收入纪录 [72][73] 其他重要但是可能被忽略的内容 - 迪士尼在2023年9月宣布了一项为期十年、全球投资600亿美元用于新景点、园区、酒店和邮轮的计划 [24] - 迪士尼员工分享了在公司27年的工作经历，强调公司的长期愿景和应对不同周期的能力，以及对公司未来发展的信心 [75][76] - 迪士尼各主题公园都有大规模的扩张计划，如魔法王国的最大规模扩张、迪士尼乐园的Disneyland Forward计划，国际公园也在进行大规模扩张 [81][82]

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: CC0 Public Domain ESPN said Tuesday that its new all-encompassing streaming service will take on a familiar name—ESPN—and launch in September at an initial price of $29.99 per month. The service will enable consumers to view all of ESPN's various networks, including ones devoted to the SEC, Big 10 and ACC college leagu ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth S ...

Here's a scenario: You don't pay for cable TV, but you love sports. And you hear that ESPN will now let you buy a streaming version of the sports channel. So you sign up, for $30 a month. And here's an alternate scenario: You pay upward of $100 a month for cable TV, but you're really only doing that so you can watch sports. So when stand-alone ESPN comes along, you drop your cable subscription and move to ESPN's $30-a-month plan.Both of these scenarios are good for ESPN owner Disney. Either way, the compan ...