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 ...

Dana Walden, co-chair of Disney Entertainment, laid out the media company's business strategy in a Tuesday interview with CNBC's Jim Cramer. She highlighted how Disney bundles streaming services in connection with leveraging its linear television arm."We look at our linear channels, our core linear channels — FX, Disney Channel, Nat Geo and ABC — and we look at it as an opportunity to program for audiences that are still watching on linear," she said. "And then that same content is windowed onto streaming, ...

公司动态 - ESPN将于2025年9月推出全新流媒体服务 命名为ESPN 初始定价为每月29.99美元 [1] - 新服务将整合ESPN所有网络内容 包括SEC、Big 10和ACC大学联赛频道 以及现有ESPN+流媒体服务内容 [2] - 公司将对ESPN移动应用进行升级 利用AI技术为用户创建个性化"SportsCenter" 聚焦其喜爱球队和运动员的新闻与集锦 [2] - 服务年费定价为299.99美元 同时提供与Hulu和Disney+的捆绑套餐 每月35.99美元 首年优惠价29.99美元 [6] - 现有ESPN+服务仍将以每月11.99美元的价格提供有限内容 但公司决定不推出其他中间价位选项以避免用户混淆 [8] 内容策略 - 新服务将包含ESPN所有直播赛事 以及ABC-TV播出的体育内容 [4] - 同时提供"SportsCenter"、"Pardon the Interruption"、"First Take"等标志性节目 以及原创电影 [5] - 前ESPN主持人Rich Eisen将回归 在保持NFL Network工作的同时为ESPN制作每日节目 [5] - 公司对潜在收购和合作伙伴关系持开放态度 包括可能接手经营困难的地区性体育网络 [9] 行业趋势 - 此次推出标志着ESPN自1979年有线电视网开播、1993年ESPN2推出以及随后ESPN.com上线以来的又一重大时刻 [3] - 这一举措反映了体育媒体行业从传统电视向流媒体加速转型的关键发展 [3] - 尽管推出流媒体服务 ESPN及其姐妹频道仍将通过有线电视和卫星系统提供 [3]

Walt Disney said Tuesday its new streaming service, ESPN, would cost $29.99 per month.The company said the new service, which is set to launch this fall, would provide access to all the content on ESPN’s television channels, including professional and college football and basketball games.The new service, which is set to launch this fall, would provide access to all the content on ESPN’s television channels, including professional and college football and basketball games. NBAE via Getty Images This is a de ...

公司业绩表现 - 公司2025财年第二季度总收入同比增长7%至236亿美元 超出华尔街预期的2314亿美元 主要得益于娱乐业务增长9% 主题公园增长6% 体育业务增长5% [6] - 所有业务部门均实现盈利 其中娱乐部门营业利润大幅增长61% 直接面向消费者的营业利润从去年同期的4700万美元增至336亿美元 [7] - 迪士尼+新增140万订阅用户 迪士尼+Hulu捆绑套餐新增250万订阅用户 每股收益(EPS)为145美元 超过市场预期的120美元 [7] 业务发展动态 - 公司去年包揽票房前三名的电影《头脑特工队2》《死侍与金刚狼》《海洋奇缘2》 今年计划发行10部电影 包括《阿凡达》系列新作《阿凡达：火与灰》 [9] - 漫威新片《雷霆特工队》以7600万美元的国内首映票房登顶冠军 [9] - ESPN流媒体服务将于今年晚些时候推出 并宣布将在阿布扎比建设新主题公园 该项目采用特许经营模式 公司无需投入资本金仅收取特许权使用费 [10] 管理层展望 - 管理层对2025年业绩持乐观态度 预计所有业务部门利润都将增长 [11] - 尽管特朗普政府宣布对外国制作电影征收新关税 但管理层在财报电话会上未直接提及关税影响 仍对短期盈利能力保持信心 [13] 市场反应 - 公司股价在财报发布后回升 过去一个月累计上涨23% 尽管此前因关税消息出现下跌 [14] - 公司股票当前价格仍较历史高点低50% 但自传奇CEO鲍勃·艾格回归后呈现稳步改善态势 [1]