DIS - The Walt Disney Company : US

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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Mon Sep 14, 2020 9:05 am

น้อยกว่าที่คาดไว้เยอะเลย


Mulan’ brings in $23.2 million during lackluster opening weekend in China

Heading into the weekend, the film’s perception with the public had been marred by calls for boycotts and a smattering of poor reviews.
The studio estimated that around 91% of China’s theaters were open over the weekend, the majority of which had a 50% cap on attendance.



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Wed Sep 16, 2020 11:23 pm

Disney (NYSE:DIS) fans around the globe have quickly taken to Disney+, which has attracted over 60 million subscribers worldwide in less than a year since its initial launch. Part of the attraction is its relatively low price point around $7 per month (or $70 per year), making it one of the best deals in home entertainment.

But the price won't stay that low forever. As Disney invests more in content, CFO Christine McCarthy says it'll raise prices. The strategy echoes the successful price increases of Netflix (NASDAQ:NFLX) over the years, and it could be a big boost to Disney's direct-to-consumer business.

Unlocking pricing power
In an interview for a recent investors conference, McCarthy said, "It's clear that we priced Disney+ at a very accessible price point initially. There is pricing power, we believe, but that will come as we put more original content into the services."

Disney has been adding content to Disney+ but at a very irregular cadence. Due to the COVID-19 pandemic, it's had to halt production on several series and films intended for the service. In the meantime, it's released several films originally slated for theatrical release on the service, including Hamilton and The One and Only Ivan. It also experimented with a premium video on demand release for Mulan, which will become available to all subscribers in about three months.

But McCarthy said the company plans to increase its content investment in Disney+ above its original plans from last year. The statement echoes comments she made during its third-quarter earnings call last month. She said investors will get an updated outlook on Disney's content investment plans at its investors' day next month.


Disney ought to have more cash to invest in Disney+ content going forward given its subscriber base growth dramatically outpaced its expectations. Reinvesting that revenue into more content for subscribers ought to improve subscriber retention and attract new subscribers. And most importantly, it'll allow Disney to increase prices and repeat the cycl



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Re: DIS - The Walt Disney Company

Posts by vim » Thu Sep 17, 2020 2:01 pm

มีคนประเมินว่า Mulan ใน Disney+ usa น่าจะได้รายได้อย่างต่ำ 261$ million

https://finance.yahoo.com/news/nearly-o ... 10961.html

No matter how you slice it, the end result of "Mulan's" digital release is a whole lot of cash for Disney+.

Vi IMrovised


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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Thu Sep 17, 2020 2:50 pm

vim wrote:
Thu Sep 17, 2020 2:01 pm
มีคนประเมินว่า Mulan ใน Disney+ usa น่าจะได้รายได้อย่างต่ำ 261$ million

https://finance.yahoo.com/news/nearly-o ... 10961.html

No matter how you slice it, the end result of "Mulan's" digital release is a whole lot of cash for Disney+.
ถ้าจริงนี้สุดยอดเลยครับ Disneyน่าจะได้รับเงินเต็มๆเลยด้วยไม่ต้องแบ่งให้โรงหนังเหมือนที่ผ่านมา



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Wed Sep 23, 2020 11:09 pm

Disney losing option on land to expand Hong Kong park

Sep. 23, 2020 11:55 AM ET|About: The Walt Disney Company (DIS)|By: Jason Aycock, SA News Editor
Disney (DIS -1.9%) is losing an option to buy land for expanding Hong Kong Disneyland, as the city government is set to let it expire.

The option - to buy a plot of land next to the park - was agreed upon 20 years ago, and is set to expire tomorrow.

The city is citing the economic downturn in letting the option expire, saying it's prudent to focus on development of the existing resort rather than a geographic expansion.

Hong Kong Disneyland is owned by Hong Kong International Theme Parks, a joint venture in which the local government holds 53% and Walt Disney holds the rest.

Disney will keep investing in Hong Kong, but is "extremely disappointed" with the government's decision.

Hong Kong Disneyland is set to reopen for the second time since the pandemic's onset on Friday.


LOS ANGELES (Reuters) - Walt Disney Co (N:DIS) urged California officials on Tuesday to let the company reopen the Disneyland theme park, which remains shuttered six months after closing down to help curb the spread of coronavirus.

With approval from local authorities, Disney has reopened its parks in Shanghai, Paris and Florida with limited attendance, face mask requirements and other measures to prevent COVID-19 infections. Hong Kong Disneyland is set to reopen on Friday.

Disney parks officials, in a video briefing for reporters on Tuesday, said their safeguards had been successful and were given high marks by guests in customer surveys. The video included footage of families and employees throughout various parks wearing masks, keeping their distance on rides and saying they felt safe and enjoyed their visit.

Josh D'Amaro, chairman of Disney parks, experiences and products, urged California officials to provide "fair and equitable guidelines" to allow Disneyland in Anaheim, California, to reopen.

"As you can see from this discussion today, we're ready," D'Amaro said. "And more importantly, it's time."

The state currently ranks coronavirus levels in the Orange County, where Disneyland is located, as "substantial," the second-highest category.

D'Amaro urged state officials to consider the economic repercussions of keeping Disneyland closed. The resort supported nearly 80,000 jobs in the region when it was open.

"The longer we wait, the more devastating the impact will be on Orange County and the tens of thousands of people who rely on us for employment," he said.

"With the right guidelines and our years of operations experience, I'm confident that we can restart and get people back to work," he added.

Representatives for California Governor Gavin Newsom did not immediately respond to a request for comment.



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Re: DIS - The Walt Disney Company

Posts by arm10182 » Sat Sep 26, 2020 8:15 pm

ภาพของจริงมาเพิ่มแล้ว เครื่องเล่นและพื้นที่ใหม่ในโตเกียวดิสนีย์แลนด์ ไม่ว่าจะเป็นหมู่บ้านและปราสาทจากเรื่อง Beauty & The Beast ในโซน Fantasy Land, เครื่องเล่น Baymax ในโซน Tomorrow Land, และสตูดิโอถ่ายภาพกับมินนีเม้าส์ในโซน Toontown

https://www.facebook.com/22007544819969 ... 438810948/

เริ่มก่อสร้างตั้งแต่เดือนเมษายนปี 2017 ใช้งบประมาณไปทั้งสิ้นประมาณ 22,505 ล้านบาท เตรียมเปิดตัววันที่ 28 กันยายนนี้

รายละเอียดเพิ่มเติมดูได้ที่ https://www.facebook.com/mepluslike/pos ... 3022629923

ที่มา: https://www.fashion-press.net/news/16753
28 กันยายนนี้เตรียมพบกับเครื่องเล่นและสิ่งก่อสร้างใหม่ๆใน 3 โซนของโตเกียวดิสนีย์แลนด์ ได้แก่โซน Fantasy Land, Tomorrow Land, และ Toontown

1. Enchanted Tale of Beauty and the Beast ในโซน Fantasy land ประกอบด้วยปราสาทโฉมงามกับเจ้าชายอสูร ที่มีเครื่องเล่นเป็นถ้วยชาที่จะพาเคลื่อนที่ผ่านฉากต่างๆและตัวละครในเรื่องเสมือนเป็นส่วนหนึ่งของการ์ตูน และยังมีหมู่บ้านที่มีทั้งบ้านของพ่อเบลล์ บาร์ของแกสตัน และร้านขายของของหมู่บ้าน ที่จำหน่ายอาหารและของที่ระลึกอีกด้วย

2. The Happy Ride with BAYMAX ในโซน Tomorrow Land พบกับเครื่องเล่นและอาหารในธีม Baymax

3. Minie’s Style Studio ในโซน Toontown เป็นสถานที่ที่แฟนๆจะได้ทักทายและถ่ายรูปกับมินนี่เมาส์ที่จะเปลี่ยนการแต่งตัวตามฤดูกาลของแฟชั่น

4. Fantasy Land Forest Theater เป็นโรงละครกลางป่าที่อยู่ด้านในของพื้นที่ Beauty and The Beast ซึ่งจะมีการแสดง Mickey Magical Music World แต่ตอนนี้ยังไม่ได้กำหนดวันเปิดตัว

คลิปวีดีโอ: https://youtu.be/8WdZs1YWE3I
https://youtu.be/ce5bjFY1Faw

ที่มา: https://www.tokyodisneyresort.jp/treasure/tdl2020/



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Mon Sep 28, 2020 9:49 pm




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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Wed Sep 30, 2020 9:27 am

Disney to lay off 28,000 employees as coronavirus slams its theme park business
PUBLISHED TUE, SEP 29 20204:45 PM EDTUPDATED 4 HOURS AGO
Sarah Whitten
@SARAHWHIT10
Disney will lay off 28,000 employees across its parks, experiences and consumer products segment.
The company blamed prolonged closures and capacity limits at open parks for the layoffs.
While Disney’s theme parks in Florida, Paris, Shanghai, Japan and Hong Kong have been able to reopen with limited capacity, both California theme parks have remained shuttered.



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Re: DIS - The Walt Disney Company

Posts by arm10182 » Fri Oct 02, 2020 9:55 am

Disney's Mulan Estimates Crash Back Down To Earth: Losses May Have Been $150 Million
Oct. 01, 2020 3:48 AM

Summary

-Early estimates of Mulan had Disney hitting a walk-off grand slam, with revenues that would have been near Endgame levels.
-The data itself was accurate, though how many people interpreted it was not.
-My analysis shows that Disney's Mulan gamble has almost certainly failed, at substantial cost.
-Initial "box office equivalent" estimates failed to account for several qualifying factors, including mix shift, TVOD cannibalization, and marginal costs.
-Disney may have lost as much as over $100 million. The company has already made it clear it won't be returning to PVOD with another blockbuster anytime soon.


As Disney (DIS), like every other company, continues to wrestle with the effects of COVID-19, there is broad agreement among bears and bulls - of which there continues to be far more of the latter than the former - that Disney is wrestling with it a little more than most, owing to its overexposure to parks and theaters, some of the riskiest and most restricted activities during a pandemic.

Recently, the release of Disney’s Mulan offered a bit of a ray of sunshine, as the film seemed to trounce the competition and outperform the COVID-adjusted expectations. While I do not doubt Mulan has generated considerable revenue - I mean, it’s a blockbuster Disney movie - I am extremely skeptical of the reports that the film has generated a monstrous revenue windfall and large profit for the company.

I will explain why, but because part of the problem here lies in inaccurate facts, not just analysis, I will need to clarify the record on Mulan a bit first.

What Happened?
This whole thing started a few months ago. At one point, it looked like theaters were reopening in July. Major chains like AMC (AMC) and Cinemark (CNK) were already penciling in a resumption of business around Independence Day before the “second wave” of coronavirus - which some insist is merely a continuation of a first wave that never ended - pushed things back.


Then, it all went downhill. Warner Brothers' announcement that it was once again delaying Tenet was shortly followed by Disney’s announcement that it was delaying Mulan, which, in turn, was promptly followed by announcements of wide-scale movie delays from Sony (SNE) and ViacomCBS’s (VIAC) Paramount. Worse still, at least some of these delayed films are open-ended delays, with no new release date set.

Tenet and Mulan, however, were only pausing for a breath. AT&T (T) announced that its Warner Brothers subsidiary would be putting Tenet out after all, through a typical theater release with the standard windowing. But Disney went a very different track, announcing that Mulan would not be going into US theaters at all. Instead, Disney was going to put it into the PVOD (Premium Video on Demand) window, Disney’s first foray there, for a price of $30. This would be accompanied by a scaled-back theater launch in those territories where the virus is sufficiently under control to allow it, of which the principal market focus was China.

A Cold Reception?
Mulan has been mired in a couple of different controversies. This isn’t the place to deep dive on them, but suffice to say the enthusiasm among Western audiences may have been tempered somewhat by the words and actions of certain people affiliated with the film. Regardless of whether you believe this should be the case or not, it does seem to be the case.

It’s not just Western qualms, though. The Chinese box office numbers have also been a little disappointing. Politics aside, there’s also evidence that a lot of Chinese viewers simply don’t like the film - don’t like its take on their culture and history, for one thing, but also don’t like the storywriting choices. They just don’t seem to think the film is very good.

Art, like beauty, is in the eye of the beholder, of course, and I don’t offer this as proof that Mulan is a bad movie. But it’s pretty clear that even after considering the impact of COVID-19, this is just not where Disney was expecting to be with Mulan right now. It’s not quite a flop, but given the sheer size of the budgets on Disney’s mega-projects, it’s well below where the company would like it to be. What’s more, the second week drop-off was particularly steep, and coming off of already soft first-week numbers, it means that even if we can’t call Mulan a failure in China, we certainly can’t call it a success.

It's All On PVOD
In other words, it quickly became clear that Mulan’s only real hope was this untested - for Disney - PVOD approach. And for a few days, worries among bulls started to rise. But on September 12th, a mere eight days after launch, 7Park put out some early numbers. Disney+’s audience share for Mulan had come in at 29% so far.


Unfortunately, the numbers quickly got away from 7Park as something close to a mass delusion broke out. Some started whispering (and tweeting) that early estimates, against all odds, had Disney selling 9 million PVOD units - a $270 million revenue windfall - in the US alone.

These inflated numbers spread quickly, with multiple analysts (not here on Seeking Alpha) arguing the reported $270 million should really be seen as a “theater-equivalent” total of as much as $540 million in domestic box office sales, since Disney was keeping all the money instead of splitting it 50/50 with theaters. For an opening weekend and subsequent week would just be a monstrous haul, even for entertainment uberpower Disney.

It was precisely because the result was so out of this world that I was skeptical about it, almost from the off. I mean, $540 million? That’s almost at Endgame levels. Back in March, before COVID-19 made a mess of everything and theaters across the country were still open, Mulan was generally expected to generate below $100 million. But since I had no alternative numbers to offer at the time, I held my tongue.

Clarifying The Data
It was, instead, 7Park’s own co-founder, Brian Lichtenberger, who stepped in on Twitter to clarify matters. I am merely repeating his explanation here, which you can read yourself at the link above. In no way am I claiming this as my own (good) work.

Lichtenberger explained that some people had misinterpreted the numbers that 7Park had reported. “29% of the viewing audience” did not mean 29% of all of Disney+’s US subscribers. Rather, it meant 29% of those who had tuned into Disney+ on those two weekends and intervening week - which is not necessarily everyone who has an account, particularly with one weekend being a holiday and the other being back-to-school.

Lichtenberger proceeded to normalize the data by measuring audience share for all of Q3, since presumably every or almost every account has logged in at least once over that stretch to watch something, or they’d have cancelled. The new result? Mulan fell to 10.3%, roughly 3 million units sold assuming the bulls are right about 30 million US accounts.

Less-Optimistic Estimates
This is probably the best-case scenario. According to Samba TV, Mulan actually sold only 1.12 million Premier Access units over the opening weekend - which would correspond to a maximum theater equivalency of $67 million. Rich Greenfield was not wrong when he said that that number, if accurate, was an “unmitigated disaster.”


Why would a four-day sample be so ominous? For the same reason that 1.12 million units over a four-day span almost certainly could not possibly become 3 million over the 8-day span that 7Park measured: PVOD is not theater-equivalent.

Theaters are capacity-limited - only so many people can fit in at a time, and you can only watch once before you have to leave and make way for someone else. This has more significance than is generally appreciated for analyzing theaters and comparing them to other sales channels. (It’s also why Disney’s run of movie dominance is probably doomed no matter what happens, but I covered that in my last article.)

PVOD, by contrast, is digital. This means that unlike theaters, there are no lines and no capacity limits: anyone who wants to buy the PVOD can do so the moment it comes out. What’s more, there are no “repeat viewings” in the theater sense - $30 buys the right to watch Mulan indefinitely, as long as the Disney+ membership doesn’t lapse.

So, unlike theaters, where opening weekends tend to fall off only gradually in succeeding weeks, PVOD’s drop-off is likely to be far sharper. The opening few days probably represent well over half of all the people who will ultimately purchase the PVOD. As the clock ticks down, anyone who hasn’t bought it yet will decide they might as well wait until December 4th, when Mulan becomes generally available on Disney+.

Not Another Acronym!
What’s worse, repeat viewings aren’t the only revenue source being lost. Remember how the new PVOD deal works: $30 for unlimited viewings until Mulan becomes generally available to all Disney+ subscribers, a transition that the PVOD buyers won’t even notice, since they’re also subscribers.

In this way, it is not quite an outright purchase, but it is something far more than a movie ticket. The only real restriction is that the viewing rights remain tied to Disney+. That is, you have to keep paying the $7 per month to retain access to it, along with the rest of the Disney+ catalog.

This means that Disney’s sale of PVOD also encompasses (read: cannibalizes) another revenue source: TVOD.

When $30 Isn't $30
You know what TVOD is, even if you’re not used to calling it that. TVOD is Transactional Video On Demand, the digital rentals for $4.99 or $5.99 on Amazon (AMZN) and Apple’s (AAPL) digital stores. Basically, TVOD is PVOD without the “Premium” part, because you have to wait longer for it to reach stores, more like the typical windowing strategies studios pursued pre-COVID-19.


Under Disney’s approach, and unlike other studios PVOD sales, Disney’s rental doesn’t expire. So, no one will be doing TVOD, most likely - anyone who would be interested in paying $30 to rent Mulan has no reason to wait, and Disney doesn’t appear interested in offering $5 rentals through other digital storefronts that would compete with Disney+. TVOD appears to simply be gone, for Mulan at least.

How significant is this? Well, historically, for every $1 films generate at the US box office, they generate just under another $1.50 in international box office and just over $1.60 in ancillary revenue streams such as premium cable first-run deals, digital TVOD, and physical disk rentals and sales. In other words, the total box office take represents roughly 60% of the film's total revenue generation, with post-box office sales the other 40%. This means that Disney’s $30 “revenue windfall” on each sale is more like $18 after accounting for non-theater cannibalization.

You could argue for adjusting that number. Physical disk sales are probably still likely. But on the other hand, some of Disney’s $30 probably goes towards the extra coding needed for adding a new PVOD option to what was previously an unlimited access service, as well as credit card fees and perhaps a few broken theater commitments depending on contractual terms. And TVOD is probably larger than physical sales by a considerable margin at this point. Altogether, I don’t think the $18 estimate is too far off.

Building An Estimate
I’m going to follow the lead of the Disney bulls and use a 30 million baseline estimate to convert that into a “theater-equivalent” box office result. Let’s take 7Park’s 10% estimate instead of the lower Samba one and say Disney has sold 3 million PVOD units. I doubt the company sold many more after that, as I’ve explained, but it was a school week. We could bump it up slightly by adding some post-2nd weekend sales, but we could also bump it down by averaging Samba’s and 7Park’s estimate. Let’s assume those cancel out and just leave it at 3 million.

With the TVOD cannibalization and associated operating costs, that’s $18 x 3 million units in revenue for Disney. As we’ve covered, Disney is not sharing that revenue this time, so that translates to a higher “theater-equivalent” number. But not quite as high as the bulls think. Disney, as I’ve explained before, takes a far higher share of the box office than typical studios, owing to its dominant box office position. It can range anywhere from 55% to as high as two-thirds for Marvel and Star Wars titles. Let’s take the lower end of that at 55% and round up slightly to an even $100 million in US box office equivalent. That is $100 million in total theatrical run in the US for a film that had been eyeing close to a $100 million opening weekend!


Financial Estimates
Stepping outside of expectations, that total also doesn’t look good when compared to the actual bottom line. Generally, studios aim to break even on films in the box office, so that they can generate actual profit off of the subsequent sales in other channels.

Disney’s budget for Mulan isn’t clear, but unofficial reports put it at $200 million, before whatever was spent on marketing prior to the COVID-19 outbreak derailing the plan. Often, movie marketing budgets are equal to the production budget, but that relationship sort of breaks down a little at very high budget levels, plus COVID-19 has scrambled a lot of marketing plans and lowered advertising costs.

Still, Mulan was in the home stretch of its advertising when COVID-19 shut everything down. Let’s call promotional activities an additional $100 million only, to be conservative and fair to Disney. Even at the higher end of the revenue share range (the end more favorable to the studio), Disney would have needed $500 million in box office to break even. Between the US and China’s disappointments, it looks like the company will be lucky to reach half of that.

Disney's Opinion Is Apparently In, Too
Overall, this puts Disney's losses on Mulan at anywhere from $80 to $150 million.

I recognize that, like any analysis, there is some degree of estimation here, though I’ve tried to support factually each assertion I’ve made. If you still have any lingering doubts about the results of the PVOD experiment, look no further than the company’s own actions.

Not long after the experiment started and Disney got to see the results in its corporate offices - unlike us, the company don’t have to guess - Disney announced that it would delay Marvel’s next installment, Black Widow, from November to next May. A return to PVOD doesn’t seem high on its wish list.

Investment Summary
I recognize that we can’t know for sure, but it seems to me almost certain that Disney lost a considerable amount of money on Mulan with a gamble on PVOD that didn’t pan out. That has implications for other Disney blockbusters as long as COVID-19 remains with us. The renewed enthusiasm in some quarters for the company seems to me somewhat premature, with the movie business and the parks still closed and the media business under continued cord-cutting pressure.

The only small winners here may be the usual partners that Disney spurned to go solo on Mulan. AMC and Cinemark can be confident that Disney will probably be returning to them soon, assuming theaters ever reopen. To a lesser extent, Apple and Amazon are probably glad to hear that TVOD won't be swallowed up by PVOD anytime soon, either. Finally, Warner Brothers, Sony and Viacom are probably congratulating themselves on their own, somewhat more successful COVID-19 movie strategies right now.

Seeking alpha
Max Greve



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Fri Oct 09, 2020 2:32 pm

Walt Disney Co. on Thursday said "Soul," the latest movie from Pixar Animation Studios, will debut exclusively on the streaming Disney+ on Dec. 25. The movie will be released in theaters internationally, with dates to be announced. "We are thrilled to share Pixar's spectacular and moving 'Soul' with audiences direct to Disney+ in December," Disney Chief Executive Bob Chapek said in a statement. The movie stars the voices of Jamie Foxx, Tina Fey, Phylicia Rashad, Ahmir Questlove Thompson, Angela Bassett, and Daveed Diggs. "Soul" is expected to give Disney a big boost, as "Hamilton" did earlier this year, as it fights for viewers during the pandemic with Apple Inc. , Netflix Inc. , Comcast Corp. , AT&T Inc. , and Amazon.com Inc. .



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Re: DIS - The Walt Disney Company

Posts by vim » Fri Oct 09, 2020 4:22 pm

ตัวเลขรายได้ของภาพยนตร์ที่เข้า Disney+ ตรงๆไม่ผ่านโรงยังเป็นที่ถกเถียงกันไปว่ามากหรือน้อย จนกว่าจะมีประกาศจาก Disney อย่างเป็นทางการครับ
ผมคิดว่า ดีที่ Disney+ เปิดตัวมาได้จังหวะดีมาก กลายเป็นตัวกู้วิกฤติบริษัทได้ดี หวังว่าจะพัฒนาได้ต่อไปและเอาคนที่เหมาะสมมาบริหารจริงๆ ไม่ให้ดับเหมือน Hulu

Vi IMrovised


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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Tue Oct 13, 2020 6:37 pm

Disney is going all-in on streaming media.

https://finance.yahoo.com/news/walt-dis ... 27157.html





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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Thu Oct 15, 2020 10:48 pm

More content will go direct to Disney streaming platforms

The implication of the reorg is that all three of Disney’s platforms are about to start getting a lot more direct content, a trend accelerated by the pandemic’s brutal hit to movie theaters. The success of “Hamilton” on Disney+ showcases that, along with Disney’s recent decisions to send “Mulan” and Pixar’s “Soul” straight to Disney+. (It hasn’t said what it will do with Marvel’s “Black Widow.”)

Disney+ launched at just the right time (a lucky accident), right before a global pandemic that shut down theaters and live performances and drove people toward at-home, on-the-couch viewing options. In contrast, Quibi, a new streaming app for on-the-go content meant to be viewed on your phone, launched at just the wrong time.

Under Disney’s new structure, content creation units will continue to create original content; the distribution and monetization folks will decide where the content will go, and will likely be sending a lot more content straight to streaming rather than to linear cable or movie theaters.

Disney actually outspends Netflix on content

A note on Tuesday from Credit Suisse, which has an Outperform rating on the stock and a price target of $146 (it opened at $129 on Wednesday), makes it clear why Wall Street loves the reorg.

Disney quietly spends more than Netflix (NFLX) on content, Credit Suisse points out, and is about to start spending even more—and that’s a good thing.

“We believe company-wide Disney spends more on content than investors might realize [$27 billion in 2020; $18 billion if you subtract news and sports], and, while not apples-to-apples, more than Netflix [$13 billion in 2020],” writes Credit Suisse. “We expect Disney's overall general entertainment spending of ~$18 billion per year across internal production, library, and third parties will increasingly shift to streaming (and will grow). While not the focus of the reorg, we expect overhead savings as a result. We see this move as a significant positive for Disney.”

Despite all the media attention on Disney+, the shiny new toy, only an estimated $2.7 billion of Disney’s $18 billion in content spend in 2020 is on Disney+, according to Credit Suisse. That spend will increase, since the Disney+ original content slate for 2021 and 2022 includes a slew of highly-anticipated Avengers and Star Wars spin-off shows like “The Falcon and the Winter Soldier,” “WandaVision,” and the as-yet-untitled Ewan McGregor Obi-Wan Kenobi series.

Over on Hulu, which Disney has made its home for more adult content, FX’s new season of “Fargo,” starring Chris Rock, is grabbing a lot of attention. On ESPN+, out-of-market MLS games, MMA fights, and a handful of original sports studio shows have established the app as a must-have for fans of niche sports.

Since July 6, when Nielsen began tracking Disney+ viewership, Disney+ and Hulu have combined for 16% of all streaming minutes in the U.S., second only to YouTube (19.6%) and Netflix (32%).

And of course, Disney could still build out another streaming product; it won’t necessarily stop at the three it has.



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Re: DIS - The Walt Disney Company

Posts by arm10182 » Mon Oct 19, 2020 10:45 pm

Global Stock Watch by Club VI ep.2 ชวนดู หุ้น Disney บริษัทในดวงใจที่คนทั่วโลกรู้จักดี

"เพราะโลกนี้ไม่ได้มีแค่ประเทศไทย"

https://www.facebook.com/ClubVI/videos/892402091584112/

phpBB [video]



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Sun Oct 25, 2020 1:30 pm




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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Fri Nov 13, 2020 9:05 am

Q3


Disney+, the streaming service that launched one year ago today, grew to 73.7 million paid subscribers as of early October.

That's according to The Walt Disney Company's fourth-quarter earnings report, which covers the company's finances through October 3. The company previously said Disney+ had 60.5 million subscribers as of August 3.

The release also includes subscriber numbers for Disney's other streaming services — Hulu had 36.6 million (including 4.1 million subscribers to Hulu + Live TV), while ESPN had 10.3 million (more than doubling from 3.5 million a year earlier).

Overall, Disney's direct-to-consumer segment saw revenue grow 41% year-over-year to $4.9 billion, while its operating loss fell from $751 million in Q4 2019 to $580 million this year. Disney attributed the shrinking losses to "improved results at Hulu and ESPN+, partially offset by higher costs at Disney+, driven by the ongoing rollout."



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Sat Nov 14, 2020 11:00 am

Sorosซื้อdisเพิ่ม150,000หุ้นครับ

Soros exits Bank of America, JPMorgan; adds Palantir, Disney and Axalta



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Wed Nov 18, 2020 11:24 am

Q4 20-Latin America
Q1 21น่าจะถึงคิวของThailand


Disney Plus (DIS -0.3%) has launched its streaming service across Latin America.
That brings the region the available content from Disney, Pixar, Marvel, Star Wars, and National Geographic, as well as a "robust collection of local productions that reinforce The Walt Disney Company’s commitment with creating content and starring Latin American talent."
Users can sign up for a free seven-day trial for a limited time, and prices vary in countries including Argentina, Brazil, Chile, Colombia, Peru, Mexico, Costa Rica, Ecuador, Panama and Uruguay; in other Latin American countries, users can subscribe for $5.99 per month or $59.99 per year



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Re: DIS - The Walt Disney Company

Posts by BottomLiner » Wed Nov 18, 2020 6:41 pm

ยอดตอบรับการกลับมาของ disney ในจีนค่อนข้างดีนะครับ ซึ่งจะเข้าได้ จะต้องเข้าไปจองผ่านเว็ปก่อน



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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Wed Dec 02, 2020 11:49 pm

ขนาดปีนี้ยังไม่ค่อยมีหนังใหม่ๆนะครับ

Apple recognized Disney Plus as the best Apple TV app of 2020 — an award capping a year of monster growth for the Mouse House’s streaming service.

Disney Plus also was the No. 3 most-downloaded free iPhone app of the year globally, behind Zoom and TikTok, and the No. 2 free iPad app after Zoom, according to Apple. (See the top 10 download charts below.) In announcing its editorial picks for the App Store Best of 2020, Apple cited Disney Plus as having “offered a sense of unlimited possibility that many craved” during a difficult year.

Meanwhile, in the Android world, Disney Plus was voted the No. 1 app of 2020 by Google Play users.



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Re: DIS - The Walt Disney Company

Posts by vim » Thu Dec 03, 2020 1:20 am

เสียดายที่ disneyland paris ปิดนะครับ สินค้าข้างในเอามาลดขาย 30%

พนักงานดูยังไม่มีประสบการ์ณ บางโฆษณาเขียนลด 20% แต่จริงๆลด 30% แล้วสองวันแรกใช้โปรยังไม่ได้ มีปัญหาเทคนิค แต่ลูกค้าดิสนีย์ก็ดีแสนดี อุตส่ารอจนแก้ปัญหาเสร็จ

Vi IMrovised


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Re: DIS - The Walt Disney Company : US

Posts by PK-TYW » Wed Dec 09, 2020 8:35 pm

Wells Fargo Upgrades Walt Disney (DIS) to Overweight; 'Making The Jump To Streaming Hyperspace'

December 9, 2020 5:33 AM

Wells Fargo upgraded Walt Disney (NYSE: DIS) from Equal Weight to Overweight with a price target of $182.00.

The analyst comments "Why now? Because we think DIS is set to complete its transformation into a global streaming content company including the deep Disney brands (Disney+), general entertainment (Star, Hulu, Disney18+) and eventually global sports (ESPN+). We expect global subscribers to go from 117mm today to conservatively 250-300mm in ~5 years. Global content spending would be >$22bn (excl sports) with DTC revenues of >$25bn. This is the sort of long-term story that potentially provides ample subscriber catalysts and foments a Growth-oriented investor base. Chuck the divi, torch EPS, spend aggressively, All Systems Go on streaming."



Walt Disney (DIS) PT Raised to $175 at Morgan Stanley Ahead of Analyst Day

December 9, 2020 7:09 AM

Morgan Stanley analyst Benjamin Swinburne raised the price target on Walt Disney (NYSE: DIS) to $175.00 (from $160.00) ahead of the company's investor day event this week where management should lay out a vision for a more substantial streaming business, increasing investment spend and long-term targets. Additionally, with global vaccinations now underway a Parks recovery is coming into view.

The analyst maintained an Overweight rating, stating "DIS shares are up over 25% since November 1st, driven primarily by positive vaccine news and the implications for Parks, TV & Film production and distribution, and live sports. We now see our forecast for US Parks losses of -$2.9bn in F2021 and a return to prior peak OI in F2023 as potentially conservative. Recently disclosed reductions in headcount may further reduce losses even in the first half of fiscal 2021. The reduced risk of Parks disruption beyond expectations is helpful to shares, and helps support our $175 price target (8x our FY25 DTC revs discounted back + 16x calendar '22E core EPS)".



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Re: DIS - The Walt Disney Company : US

Posts by PK-TYW » Fri Dec 11, 2020 9:54 am

Dis investor day เป้าเติบโตaggressiveมากครับ

-Disney+ had 86.8 million paid subscribers as of Dec. 2
-30%ของdisney+คือ disney+ hot star
-While high-profile Disney+'s originals have largely been limited to "The Mandalorian" and "Hamilton" in year one, Daniels said the company has plans to launch 10 Marvel series, 10 Star Wars series, 15 Disney Animation/Disney live action/Pixar series and 15 Disney Animation/Disney live action/Pixar feature films exclusively on Disney+.
-Raya and the last dragon จะตามรอยMulan ลงpremier access
-The company expects that figure to balloon to 230 million to 260 million by the end of 2024. Including Hulu and ESPN+, total worldwide direct-to-consumer subscribers should reach 300 million to 350 million by the end of 2024.
-it will raise its monthly subscription fee by $1 each for Disney+ to $7.99 and Disney Bundle with Disney+, Hulu and ESPN+ to $13.99, starting March 26.
-Disney+ plans to release more than 100 titles per year.



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Re: DIS - The Walt Disney Company : US

Posts by PK-TYW » Fri Dec 11, 2020 1:31 pm

10 Marvel series, 10 Star Wars series, 15 Disney Animation/Disney live action/Pixar series



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Re: DIS - The Walt Disney Company : US

Posts by vim » Fri Dec 11, 2020 9:13 pm

ในที่สุด Hawkeye ก็มีหนังของตัวเอง

Vi IMrovised


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Re: DIS - The Walt Disney Company : US

Posts by นายมานะ » Sun Dec 13, 2020 3:33 pm

vim wrote:
Fri Dec 11, 2020 9:13 pm
ในที่สุด Hawkeye ก็มีหนังของตัวเอง
เป็น serie ลง disney+ ครับพี่



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Re: DIS - The Walt Disney Company : US

Posts by nattawutw » Mon Dec 14, 2020 12:48 am

สรุปรวม investor day ที่ผ่านมาครับ

https://brandinside.asia/disney-new-st ... streaming/

Expect the Unexpected.


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Re: DIS - The Walt Disney Company : US

Posts by PK-TYW » Wed Dec 23, 2020 10:03 pm

Disney Price Target Raised To $201 From $182 At Wells Fargo
By Staff of The Fly
Wednesday, December 23, 2020 9:50 AM EST

Wells Fargo analyst Steven Cahall raised the firm's price target on Disney (DIS) to $201 from $182 and keeps an Overweight rating on the shares.
The stock closed Tuesday down 14c to $170.45.
Post the company's investor day, the analyst revised estimates for Disney's direct-to-consumer ramp. He now assumes 335M subscribers by the end of 2024, which is comprised of 240M Disney+ users, 58M Hulu subscribers, 23M Star subs, and 15M ESPN+ subs. Given Disney's long-term guidance, Cahall expects a "gradual rotation in the shareholder base to long-term folks with a Growth bias."



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Re: DIS - The Walt Disney Company : US

Posts by PK-TYW » Fri Jan 01, 2021 11:21 am

Disney+ มีแผนจะเพิ่มคอนเทนต์อีกเพียบภายในปี 2021 พร้อมกับแบรนด์ใหม่ "Star"

ในงาน Investor Day ที่ผ่านมา ทาง Disney ได้ออกมาเปิดเผยรายละเอียดใหม่เกี่ยวกับการบริการของ Disney+ โดยพวกเขามีแผนที่จะเพิ่มปริมาณของคอนเทนต์ทั่วโลกให้มากขึ้นอีกนับพัน โดยจะเริ่มตั้งแต่ใน Canada, Australia, New Zealand, Europe และไปจนถึงฝั่ง Asia ภายใน 23 กุมภาพันธ์ 2021 (เปิดในไทยด้วย ขอร้อง)

โดยวิธีการก็คือ Disney+ จะเพิ่มแบรนด์ใหม่เข้าไป ซึ่งเป็นแบรนด์ที่ 6 ที่มีชื่อว่า "Star" (ได้มาจากการซื้อ Fox) โดยจะประกอบไปด้วยภาพยนตร์และซีรี่ย์จากช่อง ABC, Freeform, FX, 20th Century Studios, 20th Television และ Touchstone. และที่สำคัญก็คือ Star จะประกอบไปด้วยคอนเทนต์ที่มีความเป็นผู้ใหญ่มากกว่าเดิมจากหลากหลายแนว ไม่ว่าจะเป็นแนวแอคชั่น, ตลก, ดราม่า และระทึกขวัญ ถ้าให้ลองยกตัวอย่างก็เช่น Die Hard, Alien, Family Guy, Deadpool, Logan, Kingsman และอื่น ๆ อีกมากมาย ซึ่งตรงส่วนนี้เองที่จะทำให้คอนเทนต์ของ Disney+ สามารถที่จะเทียบเคียงกับ Streaming เจ้าใหญ่อย่าง Netflix และ Amazon Prime ได้

และเพื่อคง Concept ที่ว่า Disney+ จะเหมาะกับผู้ชมทุกเพศทุกวัย ทำให้ Disney+ จะมีระบบ Parental Control ที่สามารถจำกัดสิทธิ์ในการรับของแต่ละ Profile ได้ โดยจะ base on จากการจำกัดเรตของคอนเทนต์และการกำหนดรหัส PIN เพื่อล๊อคการเข้าถึง Profile ของผู้ใหญ่ พูดง่าย ๆ ก็คือเราสามารถสร้าง User ที่เหมาะสำหรับเด็ก ๆ ได้ และห้ามไม่ให้เด็ก ๆ มาใช้ Profile ของเรานั่นเอง (จริง ๆ ตรงนี้แอดมองว่า Netflix เขาก็มีที่อะไรคล้าย ๆ กัน มานานแล้วนะ (User ที่ชื่อว่า มุมเด็ก) ไม่เข้าใจว่าทำไมตอนแรก Disney จะต้องกำหนดขอบเขตให้ Disney+ ให้มีแต่คอนเทนต์ที่มีเรตสูงสุดที่ PG-13 ด้วย ทั้งที่ระบบนี้ควรมีตั้งนานแล้ว)

แน่นอนว่าการมาของ Star และคอนเทนต์อีกนับพัน จะต้องส่งผลให้ราคาค่าบริการของ Disney+ เพิ่มขึ้น โดยอัตราค่าบริการใหม่ที่จะมีผลตั้งแต่วันที่ 23 กุมภาพันธ์ 2021 เป็นต้นไป มีดังนี้ครับ

Canada: $11.99/month or $119.99/annual
Australia: $11.99/month or $119.99/annual
New Zealand: $12.99/month or $129.99/annual
UK: £7.99/month or £79.90/annual
Euro: 8.99/month or 89.90/annual
Norway: 89.00kr/month or 890.00kr/annual
Denmark: 79.00kr/month or 790.00kr/annual
Sweden: 89.00 kr/month or 890.00 kr/annual
Switzerland: CHF12.90/month or CHF129.00/annual
Singapore: $11.98/month or $119.98/annual

อย่างไรก็ตาม แม้ว่าจะยังไม่เปิดให้บริการในไทย แต่จากแนวโน้มที่มีการรับสมัครงานของ Disney+ ในกรุงเทพ แอดคิดว่ายังไงก็ไม่พ้นปีนี้แน่นอน ยังไงตอนนี้เราก็คิดซะว่าเรามาศึกษาพัฒนาการของ Disney+ ไว้ก่อน พอเปิดที่ไทยเราจะได้ใช้ Disney+ ในแบบที่สมบูรณ์สุด ๆ แล้ว แบบแก้ bug ไปหมดแล้ว อะไรประมาณนี้ (มองโลกในแง่ดีสุด ๆ) จะได้ไม่ต้องรู้สึกเศร้าที่เขายังไม่มาเปิดในบ้านเราสักที 55555

ที่มา : https://whatsondisneyplus.com/disney-se ... tar-brand/
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#DisneyPlusTH #Star
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Re: DIS - The Walt Disney Company : US

Posts by PK-TYW » Fri Jan 15, 2021 7:58 pm

SerieแรกของMarvelกระแสตอบรับดีมากครับ
MAGNETอีกเรื่องคะแนนก็สูงมาก



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