Disney (NYSE: DIS ) performed poorly through the heart of the summer, including in response to the earnings report it delivered in early August. Since the start of September, DIS shares turned themselves around, and are exiting the month on what appearsZvi provides advisory services to companies, trusts, and individuals, including consulting expert services regarding retirement and estate planning. Zvi is admitted to practice law in the state of New York, where he offers cash management, Bitcoin, and Trust ...

文章核心观点 - 迪士尼公司在经历了一段时间的低迷后,正在通过新任CEO鲍勃·艾格的领导,采取一系列措施来提高盈利能力和股东回报[1][2][3][4] - 较低的利率可能有助于降低迪士尼的资本成本,并刺激消费者支出,从而提升迪士尼的业务表现[5][6] - 迪士尼的知识产权和内容库是其核心价值所在,对于吸引游客和Disney+订阅者至关重要[6][7] 根据相关目录分别进行总结 迪士尼公司概况 - 迪士尼公司经历了一段时间的低迷,包括债务水平上升、停止派息、收益下降和负增长等问题[2][3] - 新任CEO鲍勃·艾格上任后采取了一系列措施,如专注于盈利能力更强的主题公园业务,并注重内容质量而非数量[4] 利率下降对迪士尼的影响 - 较低的利率可以降低迪士尼的资本成本,有助于再融资或新增债务[6] - 较低的利率还可能刺激消费者支出,提升迪士尼的业务表现[6] 迪士尼的核心竞争力 - 迪士尼的知识产权和内容库是其核心价值所在,对于吸引游客和Disney+订阅者至关重要[6][7]

Hurricane Helene is on track to hit Florida and the Gulf Coast region Thursday night in what could be one of the most powerful storms to strike the regions in decades.Here's a look at the regions most affected, and how the hurricane is impacting travel, sports, and key stocks to watch.Hurricane Path: Hurricane Helene could hit and impact several major cities in Florida and the nearby states, including Tampa, Tallahassee and Atlanta.Currently a Category 2 hurricane, the storm could be elevated to a Category ...

文章核心观点 - 迪士尼公司的直接面向消费者(DTC)业务预计将在2024财年实现盈亏平衡,并在成熟时达到"两位数"的利润率[1] - 迪士尼将从Charter Communications获得550万至600万新订阅用户,这将在2024财年下半年开始[1] - 迪士尼投资15亿美元于Epic Games(用于开发迪士尼游戏)[1] - 迪士尼600亿美元的主题公园资本支出中,70%将用于增加新的收入来源[1] - 2024财年迪士尼将产生80亿美元的自由现金流,并获得泰勒·斯威夫特演唱会在Disney+的独家版权[1] - 迪士尼将提高50%的股息,达到每年0.9美元,收益率为1%[1] - 2024年迪士尼将回购超过30亿美元的股票[1] 行业分析 数字业务 - 迪士尼的数字和实体资产组合(即"全息宇宙")最大化了其经济价值捕获[2] - 迪士尼将从生成式AI中获益,并可能成为科技巨头的收购目标,因其流媒体护城河和优质内容库[2] 线性业务 - 迪士尼第四季度线性网络收入预计下降10%至24亿美元,反映了线性订阅用户的持续下降,以及与DirecTV的分歧[3] - 但内容销售分部的票房收入增加,抵消了线性网络的下降[3] 体育业务 - 迪士尼第四季度体育收入维持在38亿美元,但营业利润增加11%至9.22亿美元,反映了该部门的良好势头[3] 体验业务 - 迪士尼第四季度体验部门收入维持在82亿美元,但营业利润下降13%至17亿美元,反映了"中个位数"的亏损[3]

Disney is reportedly eliminating 300 corporate jobs this week — the latest round in a broad cost-cutting initiative by Chief Executive Bob Iger.The job cuts — which began Wednesday and will continue Thursday and possibly Friday, according to a Deadline report — affect positions in the US and impact the Mouse House’s corporate operations, according to the entertainment news outlet.Affected departments include human resources, legal, finance and communications. Since returning to Disney as CEO in 2022, Bob Ig ...

Disney+ has laid out how its password sharing crackdown – or what streamers calls “paid sharing” – will unspool and what subscribers can expect. In a blog post today called Paid Sharing on Disney+: Here’s What You Need to Know, it said the “features and capabilities” are now available in the U.S., Canada, Costa Rica, Guatemala, Europe and the Asia-Pacific region after launching in select markets over the summer and that it expanded the program this week. The streamer, as has Netflix with other platforms fo ...

These magnificent businesses have what it takes to handily outperform artificial intelligence (AI) leader Nvidia moving forward.One of the best aspects of putting your money to work on Wall Street is that most online brokers have eliminated barriers that had previously kept retail investors on the sideline. Minimum deposit requirements and commission fees for common stock trades on major U.S. exchanges are predominantly a thing of the past.For everyday investors, it means virtually any amount of money -- ev ...

I analyze oil and gas companies, related companies, and Disney in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a fr ...

文章核心观点 - 迪士尼公司在疫情后4年暂停后恢复派发股息 [1] - 迪士尼公司采用半年一次的股息派发方式,而非季度派息 [1][2] - 迪士尼公司2020年疫情期间曾暂停派息,直到2024年1月才恢复派息 [1][2] 公司股息情况总结 - 迪士尼公司最新一次派发的股息为每股0.45美元,较上次增加50% [2] - 但目前的股息水平仍低于疫情前的每股0.88美元,降幅约49% [2] - 迪士尼公司自2015年开始采用半年一次的股息派发方式,并在疫情前共提高过4次 [2] 未来股息展望 - 目前迪士尼公司的股息收益率仅略高于1%,远低于市场平均水平 [3] - 但管理层重视股东回报,未来有望进一步提高股息派发水平 [3] - 随着公司盈利能力的改善,股息有望进一步增加 [3]

The media giant's share price sank during the spring and summer, but it could be turning the corner in autumn.Seasons change, and so do losing streaks. After closing lower for five consecutive months, Walt Disney (DIS -1.00%) shares are trading higher in September with one week left to go.It's not just the company's stock chart that's finally starting to turn in the direction of a fairy tale ending. Disney is fundamentally taking steps in the right direction. There is still a lot of work for the entertainme ...