CorpRaider Posted April 17, 2019 Share Posted April 17, 2019 One more last jedi and I'm not so sure about that. Link to comment Share on other sites More sharing options...
Jurgis Posted April 17, 2019 Share Posted April 17, 2019 Starwars a great asset for Disney and I think they got a bargain. The content will be monetizable for a long time, they can monetize this in theme parks, video games, eventually virtual reality....Disney is already the Berskhire of best in class entertainment IP and assets. I'll be grumpy again, but I find Star Wars being milked to extinction. There's too much mediocre to crappy SW content especially if you also account for all the games. I'd say the same about Marvel superheroes properties. There has been a super wave of superhero movies and huge monetization of these, but IMO it's getting very saturated and overproduced. Remember how superhero movies were in deep craphole in 90s? Nothing says we can't see this again. There's something to be said about past Disney approach when they released a movie and then the movie was pulled from distribution for 15 years or so until new generation came. You wanted to see "The Lion King" five years after release? Tough luck, wait another 10 years. This is clearly impossible in the current day, but it was a smart approach. Link to comment Share on other sites More sharing options...
LC Posted April 17, 2019 Share Posted April 17, 2019 Starwars a great asset for Disney and I think they got a bargain. The content will be monetizable for a long time, they can monetize this in theme parks, video games, eventually virtual reality....Disney is already the Berskhire of best in class entertainment IP and assets. I'll be grumpy again, but I find Star Wars being milked to extinction. There's too much mediocre to crappy SW content especially if you also account for all the games. I'd say the same about Marvel superheroes properties. There has been a super wave of superhero movies and huge monetization of these, but IMO it's getting very saturated and overproduced. Remember how superhero movies were in deep craphole in 90s? Nothing says we can't see this again. There's something to be said about past Disney approach when they released a movie and then the movie was pulled from distribution for 15 years or so until new generation came. You wanted to see "The Lion King" five years after release? Tough luck, wait another 10 years. This is clearly impossible in the current day, but it was a smart approach. I think you make fair points but I'd argue there is really no better home for story franchises. Link to comment Share on other sites More sharing options...
Jurgis Posted April 17, 2019 Share Posted April 17, 2019 I think you make fair points but I'd argue there is really no better home for story franchises. I won't dispute that. 8) Link to comment Share on other sites More sharing options...
Liberty Posted April 21, 2019 Share Posted April 21, 2019 https://exponent.fm/episode-169-family-friendly-disney/ Link to comment Share on other sites More sharing options...
rogermunibond Posted April 22, 2019 Share Posted April 22, 2019 https://variety.com/2019/digital/news/disney-netflix-streaming-content-comparison-1203193967/ Less than 20% of Netflix's quantity, but higher rated content. Link to comment Share on other sites More sharing options...
walkie518 Posted April 22, 2019 Share Posted April 22, 2019 I don't understand why the market overlooked Disney+ until announcement? I thought this might've already founds its way into the price? Netflix clearly has the lead in distribution, but a niche A+ product should do well relative to the on-and-off content found on NFLX HBO NOW might also have a future ;) there is plenty of room to pick and choose and still pay less than the cable bundle! Link to comment Share on other sites More sharing options...
blainehodder Posted April 22, 2019 Share Posted April 22, 2019 That is the mystery. The fact that it ramped 12% on what was well telegraphed and understood 2 year old info is bizarre, but looking at the multiple it is hard to say that is was already priced in. Link to comment Share on other sites More sharing options...
rogermunibond Posted April 22, 2019 Share Posted April 22, 2019 Scope of offerings on Disney+ and the monthly price were not known. Matt Ball and others wrote about what they "should" do, but until they did it, I suppose one couldn't be sure. Also could have been an overhang from the DIS/FOXA merger arbs. Link to comment Share on other sites More sharing options...
rogermunibond Posted April 22, 2019 Share Posted April 22, 2019 https://www.titlemax.com/discovery-center/money-finance/companies-disney-owns-worldwide/ The graphic in this article is amazing. Link to comment Share on other sites More sharing options...
Liberty Posted April 25, 2019 Share Posted April 25, 2019 https://www.cnbc.com/2019/04/25/comcast-is-pondering-a-sale-of-its-minority-stake-in-hulu-to-disney.html Link to comment Share on other sites More sharing options...
GraphadoApp Posted May 1, 2019 Share Posted May 1, 2019 https://www.cnbc.com/2019/04/25/comcast-is-pondering-a-sale-of-its-minority-stake-in-hulu-to-disney.html An indication that they are further positioning themselves to hold a pure play competitor to Netflix? This seems relevant. In a world where streaming platforms (Apple, Disney etc..) are crowding into the market, content ownership and creation will be the differentiating factor. Seems like that earlier graphic highlights the point that content is something the Disney empire has. I am waiting until after earnings (and the short term noise about the "studios" business) to buy in but I think there is a lot of upside is here. Link to comment Share on other sites More sharing options...
Liberty Posted May 7, 2019 Share Posted May 7, 2019 https://redef.com/set/media-set-1530041317916 Matt Ball pieces on Disney. Link to comment Share on other sites More sharing options...
investor-man Posted May 9, 2019 Share Posted May 9, 2019 I just opened a position, so prepare yourself for at least a 10% drop :) Link to comment Share on other sites More sharing options...
DooDiligence Posted May 10, 2019 Share Posted May 10, 2019 https://kfgo.com/news/articles/2019/may/04/disney-to-sell-fox-regional-sports-networks-to-sinclair-for-96-billion/ I wonder what they'll do with the money? Link to comment Share on other sites More sharing options...
TorontoRaptorsFan Posted May 10, 2019 Share Posted May 10, 2019 https://kfgo.com/news/articles/2019/may/04/disney-to-sell-fox-regional-sports-networks-to-sinclair-for-96-billion/ I wonder what they'll do with the money? Pay down debt for Fox acquisition. Link to comment Share on other sites More sharing options...
Liberty Posted May 14, 2019 Share Posted May 14, 2019 https://www.cnbc.com/2019/05/14/comcast-has-agreed-to-sell-its-stake-in-hulu-in-5-years.html "Comcast agreed to sell its stake in Hulu in five years to Disney and give up its voting rights immediately, according to a press release." Link to comment Share on other sites More sharing options...
brk64311 Posted May 20, 2019 Share Posted May 20, 2019 Anyone has a view about the Star India and Hotsar within Disney, acquired through Fox transction? Star India seems to be the lead video provider in India. HotStar, their DTC product, has 300M monthly active users. India seems to be poised for a long runway of economic growth and digital video business growth. Link to comment Share on other sites More sharing options...
bsned2 Posted May 21, 2019 Share Posted May 21, 2019 I just opened a position, so prepare yourself for at least a 10% drop :) LOL! Same here. Link to comment Share on other sites More sharing options...
cameronfen Posted May 21, 2019 Share Posted May 21, 2019 Anyone has a view about the Star India and Hotsar within Disney, acquired through Fox transction? Star India seems to be the lead video provider in India. HotStar, their DTC product, has 300M monthly active users. India seems to be poised for a long runway of economic growth and digital video business growth. My friend from India says Hotstar has a couple advantages over Netflix and Prime video, namely more local language content and more importantly sports like cricket. Additionally its mobile first and most watch on their phones so less shared accounts and more relevent to future trends. Link to comment Share on other sites More sharing options...
SlowAppreciation Posted July 15, 2019 Share Posted July 15, 2019 https://valueinvestorsclub.com/idea/DISNEY_WALT_CO/6126412036 Link to comment Share on other sites More sharing options...
Jurgis Posted August 8, 2019 Share Posted August 8, 2019 https://www.bloomberg.com/news/articles/2019-08-06/disney-fires-shot-at-netflix-with-13-a-month-streaming-bundle Non-investor personal view: - Not gonna buy DIS bundle, since I don't watch sports and I hate ads, so Hulu part is worthless. - Might sub to Disney+ for Marvel/Lucas opportunistically to watch what I have not seen and then unsub. Although might just watch through Netflix DVD service. Link to comment Share on other sites More sharing options...
Liberty Posted August 29, 2019 Share Posted August 29, 2019 https://www.cnbc.com/2019/08/29/disney-sells-its-stake-in-yes-network-to-investor-group-that-includes-amazon.html Disney sold its stake in the YES Network to an investor group that includes Amazon, the company announced Thursday. The total enterprise value of the stake is $3.47 billion, according to the announcement. The Yankees and Sinclair Broadcast Group are also part of the investor group. Link to comment Share on other sites More sharing options...
DooDiligence Posted September 13, 2019 Share Posted September 13, 2019 Work today get paid today, or keep getting paid longer? https://www.latimes.com/entertainment-arts/business/story/2019-09-12/disney-tv-shows-backend-profit-participation-changes Link to comment Share on other sites More sharing options...
rogermunibond Posted September 13, 2019 Share Posted September 13, 2019 Not just Disney but Netflix has been buying out back end participation as well. It's just kind of hard to calculate when you're not selling in all the pay TV rights windows and syndication. Link to comment Share on other sites More sharing options...
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