Did you know Disney has the potential to be bigger than Netflix in streaming?Disney (DIS -1.58%) stock has been on the move after a better-than-expected earnings report and optimism about the company's core business. But as Travis Hoium highlights in this video, ESPN is the real opportunity for the company and the reason shares are too cheap to pass up.*Stock prices used were end-of-day prices of Nov. 18, 2024. The video was published on Nov. 18, 2024. ...

Good things are happening. Investors need to hear more.Tired Walt Disney (DIS -1.58%) shareholders were the recipients of some positive news last week when the company provided a positive update about its business. But the stock is still underwhelming, up only 27% over the past 10 years. That's staggering underperformance for a Dow 30 stock, and might make you think twice before deciding that the company is a worthwhile investment.Let's see what all the fuss is about and whether or not you can entrust your ...

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The House of Mouse is hitting an inflection point in the streaming segment, and its theme parks are still thriving.*Stock prices used were the afternoon prices of Nov. 14, 2024. The video was published on Nov. 16, 2024. ...

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文章核心观点 - 迪士尼（DIS）近期虽有强劲业绩但未来可能难以跑赢大盘[1] 相关目录总结 - 视频中使用的股票价格为2024年11月15日下午的数据视频发布于2024年11月18日[2]

迪士尼公司第四季度财报相关情况 - 迪士尼公司在第四季度财报中营收226亿美元每股盈利1.14美元均高于去年同期且超出预期[3] - 电影和流媒体业务推动业绩增长弥补主题公园和电视业务的疲软[4] 迪士尼公司业务状况具体分析 - 迪士尼公司上季度总运营收入增长23%主要由流媒体平台迪士尼+和Hulu推动[6] - 迪士尼公司电影业务票房成绩只是相对好于近期低谷仍低于疫情前对净利润贡献且大片数量减少[7] - 迪士尼公司未来三年每股利润预计两位数增长但未提及营收增长利润提升主要靠成本削减和股票回购[8] - 迪士尼公司体育娱乐业务无增长公司需尽快对ESPN做出决策否则可能影响品牌出售[9] 迪士尼公司整体状况权衡 - 迪士尼公司公园和度假村业务与通胀同步增长非体育电视业务受影响但财报数字背后仍存在问题[10] - 迪士尼公司流媒体业务承担大部分增长但有放缓迹象电影业务能否恢复到疫情前状态还不确定[11] - 迪士尼公司股票上涨可能是过早买入投资者应谨慎对待[12]

迪士尼财报相关 - 迪士尼公布了到2027年的盈利指引令许多媒体分析师惊讶这一举措很少见反映出公司的信心可能是CEO鲍勃·伊格尔巩固其遗产计划的一部分 [1] - 迪士尼本周季报中营业收入增长23%收入增长6%娱乐收益增长超四倍流媒体包括ESPN+盈利3.21亿美元 [2] - 迪士尼公布到2027年内部展望投资者可预期2025年高个位数盈利增长之后两年每年两位数增长华尔街对此披露感到惊讶因为公司如此透明很罕见 [3] - 麦格理媒体分析师蒂姆·诺伦称从未见过如此具体详细的多年指引 [4] - 莫菲特·纳桑森媒体分析师罗伯特·菲什曼称这种水平和具体性的指引对迪士尼来说可能是一个全新的世界 [5] 伊格尔相关 - 伊格尔似乎在展示他第二次担任CEO期间迪士尼取得的进展并勾勒出公司如何为长期成功做好准备这也表明他不会让继任者陷入困境但也给继任者带来交付压力 [6] - 迪士尼财报和展示中多处与两年前对比当时伊格尔回归取代业绩不佳的查佩克 [7] - 伊格尔知道必须正确处理继任问题以巩固其作为迪士尼传奇的遗产并弥补其近20年CEO任期内最大的污点迪士尼将于2026年初任命下一任CEO [10] - 伊格尔通过发布多年指引向世界表明他已为继任者做好准备诺伦称这是在清除障碍摆脱变化和不确定性的阴霾积极向前看 [11] - 诺伦称伊格尔可能感受到压力要证明他已让公司重回正轨通过给出详尽指引为投资者理解或相信公司已掌控局面开辟道路 [12]

Quarterly results from Home Depot (HD)  and Disney (DIS)  highlighted this week’s earnings lineup despite the broader market taking a breather following an extensive presidential election rally.However, both were able to exceed earnings expectations making it a worthy topic of whether it's time to buy stock in these historic American enterprises.Home Depot’s Q3 Review: Seeing an incremental boost from hurricane-related renovations, Home Depot reported Q3 sales of $40.21 billion on Tuesday. This increased 6% ...

核心观点 - 迪士尼股票在2024年经历了从低谷到显著回升的过程，目前股价达到6个月新高，显示出华尔街对其未来前景的信心 [1][2][4] 股价表现 - 迪士尼股票在2024年从夏季的低点$83.91回升至$113以上，涨幅达到24% [1] - 股价在周四的财报发布后连续两天大幅上涨，周五中午涨幅接近4% [1] 财务表现 - 迪士尼的流媒体业务在经历了多年的巨额亏损后，现在已实现盈利，并设定2025财年盈利目标为10亿美元 [2] - 公司预计2025财年调整后的每股收益增长将在高个位数，2026和2027财年预计将实现两位数的增长 [4] 业务亮点 - 电影工作室表现强劲，两部票房超过10亿美元的电影（《死侍与金刚狼》和《头脑特工队2》）推动了电影业务的复苏，尤其是动画电影如《海洋奇缘2》预计将成为假日季的爆款 [2] - 主题公园和体验部门持续稳步发展，仍然是强大的收入引擎 [2] 分析师观点 - 华尔街分析师对迪士尼的改善前景表示认可 [3] - BofA Securities的分析师Jessica Reif Ehrlich重申了对迪士尼股票的"买入"评级，并将12个月目标价从$120上调至$140，认为公司的长期前景和体验部门的改善趋势是关键因素 [4] - Guggenheim的分析师Michael Morris也将目标价上调至$130，并维持"买入"评级，指出ESPN流媒体服务的推出、娱乐业务的整合增长、公园利润的扩展以及领导层的明确继任计划是其乐观论点的重要组成部分 [5]