文章核心观点 - 迪士尼公司在流媒体和电影票房方面取得了重大进展 [3][4][7][8] - 迪士尼公司的流媒体业务正在实现盈利,预计将在2024财年底前实现全面盈利 [5][6] - 迪士尼公司最近推出的两部电影成为今年最高票房电影,体现了公司的内容创作能力和IP运营能力 [7][8][9][10] 行业总结 - 作为全球最大的娱乐公司,迪士尼公司拥有丰富的内容库和优秀的创作团队,在流媒体和电影票房方面具有竞争优势 [4] - 迪士尼公司采取"循环利用、重复使用"的策略,通过改编经典IP来吸引观众,这一策略在最近的电影票房表现中得到验证 [9] - 迪士尼公司未来还有多部高度期待的电影作品即将上映,有望继续保持强劲的票房表现 [10] 公司总结 - 迪士尼公司在2022年进行了管理层调整,新任CEO伊格尔承诺控制成本,流媒体业务正朝着实现盈利的目标前进 [5][6] - 迪士尼公司最近两部电影的票房表现出色,有助于提振公司的整体销售业绩 [7][8][9] - 尽管迪士尼公司近期表现出积极变化,但仍需要一定时间来稳定公司的发展轨迹,投资者需要承担一定风险 [12][13][14]

Call Don Draper, Venu Sports may have a marketing problemThe Disney, Fox and Warner Bros. Discovery jointly-owned streaming service said Thursday it will launch this fall at $42.99 per month. That's much more expensive than Netflix, Max, Peacock or any other major subscription streaming service. It's a lot less than the $73-per-month YouTube TV or a standard cable bundle — but those offerings include a wide variety of entertainment content beyond sports.Venu will give consumers access to a bundle of network ...

Disney (NYSE:DIS) stock closed down just slightly today after the entertainment conglomerate announced job cuts. Specifically, the company’s Disney Entertainment Television division has confirmed that it will be laying off 140 people, which equates to roughly 2% of its staff. This includes staff from networks such as NatGeo and Freeform.News of the Disney layoffs didn’t impact share prices all day, although shares dipped into the red by the end of trading. Let’s dive into what investors should know about th ...

Robert Downey Jr. speaks onstage during the Marvel Studios Panel in Hall H at SDCC in San Diego, California on July 27, 2024.Editor's note: This article contains spoilers for "Deadpool & Wolverine."Marvel is on the rebound.After its worst performance of all-time at the box office last November, the studio is back on top with "Deadpool & Wolverine." The 34th entrant in the Marvel Cinematic Universe hauled in $211 million during its domestic debut, the highest debut of 2024 and of an R-rated film ever.It's al ...

With a massive new Orlando theme park set to open next year, should Disney be worried?Universal Studios in Orlando is set to open a brand-new theme park called Epic Universe next year, and to say there's a lot of hype surrounding the opening would be an understatement. But in this video, longtime Motley Fool contributor Rick Munarriz and I discuss why this isn't necessarily a bad thing for Walt Disney (DIS 0.81%) and its massive Walt Disney World resort.*Stock prices used were the morning prices of July 23, ...

At a time when the stock market has – despite some staggering corrections – been hitting new all-time highs (ATH) after new all-time highs, Disney (NYSE: DIS) has not been a particularly strong performer and, by extension, a particularly good investment.Indeed, in the last 12 months, DIS stock managed to climb only 5.06%, with much of the gains, by the time of publication on July 26, finding themselves at risk of getting wiped in the most recent downturn. Following a losing week that saw Disney shares dip 5 ...

文章核心观点 - 投资者对半导体巨头英特尔(Intel)和娱乐巨头迪士尼(Disney)的股票过于悲观[2][3] - 这两家公司都有长期投资价值,作者最近增加了对这两家公司的投资[3] 英特尔(Intel) - 英特尔在过去几年中落后于竞争对手,制造上的失误导致产品延迟,影响了公司的竞争力[4] - 英特尔的复兴计划是追赶台积电(TSMC)的制造工艺,并挑战TSMC在代工市场的领导地位[5] - 这是一个需要多年时间才能见到成果的计划,目前英特尔的代工业务主要由内部收入构成[6] - 英特尔最新的18A制程预计明年初就能投入量产,届时将成为业内最先进的制程工艺[7] - 英特尔股价已经从历史高点下跌超过50%,市值只有AMD的一小部分和台积电的一小部分,相对账面价值来说股价非常便宜[8] - 投资者对英特尔的悲观情绪过于高涨,作者认为英特尔到本世纪末将大幅增值[9] 迪士尼(Disney) - 投资迪士尼就是投资其庞大而标志性的角色、影视IP和业务的能力[10] - 近年来迪士尼也犯过一些错误,如漫威电影系列质量下降,线性电视业务缓慢下滑,流媒体业务盈利能力提升缓慢[11] - 迪士尼今年预计可以产生约80亿美元的自由现金流,市盈率约为20倍,不算太便宜,但随着流媒体业务成为现金牛、电影业务重振、主题公园和邮轮业务持续投资,未来自由现金流有望大幅增长[12] - 迪士尼股价最近几个月大幅下跌至每股90美元左右,作者趁此机会增加了持仓,未来如果股价继续下跌也可能再次增持[13]

Disney (NYSE:DIS) is in a place it is not very familiar with. While its theme parks have long been the mortar that held the Magic Kingdom together, its linear television business is in a difficult spot and until only very recently, its movies and streaming shows were a disaster. There is no telling if the House of Mouse can turn things around any time soon and Disney stock reflects that doubt. Shares are flat in 2024 and have fallen 24% from their recent high.While the market is rotating away from former hi ...

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Ike Perlmutter, one of Disney’s largest independent shareholders, reportedly dumped his entire stake in the media giant after losing a bruising proxy fight against Mouse House CEO Bob Iger — saying he expects the slumping stock to keep tanking.The former Marvel chair Disney claimed he doesn’t have confidence in the company’s current management after selling off 25.6 million shares in the months after April’s vote, according to a Wall Street Journal report Tuesday, which cited communications with the former ...