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DIS

+32 pts



$DIS - Morgan Stanley see upside to estimates from rapidly reopening parks and FY24 streaming guidance, but says 1H21 Disney Plus estimates look optimistic

By puckerman17 on July 13, 2021, 1:50 p.m.
Tagged topics: guidance , Disney+ , streaming , Morgan Stanley , upside to estimates , Parks reopening

Views: 98, Votes: 2, Responses: 0, Attachments: 23
DIS

+32 pts



$DIS - Deutsche real time data shows Disney Parks attendance reaching post-reopening highs during July 4th weekend

By puckerman17 on July 8, 2021, 10:47 a.m.
Tagged topics: Disney World , Disneyland , Universal Parks , Deutsche Bank , reopening beneficiaries

Views: 93, Votes: 2, Responses: 0, Attachments: 4
DIS

+31 pts



$DIS - Needham lowers Q3 profit estimates due to higher than expected reopening costs

By puckerman17 on July 1, 2021, 2:55 p.m.
Tagged topics: analyst lowers estimates , Needham , reopening fears , wage inflation

Views: 91, Votes: 1, Responses: 0, Attachments: 6
DIS

+30 pts



$DIS - JP Morgan says Disney can strike the sweet spot in balancing linear and streaming for sports content (deep dive)

By puckerman17 on June 17, 2021, 12:14 p.m.
Tagged topics: streaming , deep dive , JP Morgan , linear TV , ESPN+ , reopening beneficiaries , sports content

Views: 133, Votes: 1, Responses: 0, Attachments: 19
AMZN , NFLX , DIS

+11 pts





By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMZN , NFLX , DIS

+34 pts



$AMZN, $NFLX, $DIS - MGM Studios strengthens Amazon's competitive position and could boost Prime, but may be a bigger issue for streaming competitors

By mooreideas on May 26, 2021, 12:54 p.m.
Tagged topics: growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 161, Votes: 2, Responses: 1, Attachments: 7
DIS

+30 pts



$DIS - Parks demand back to 2019 levels, Disney+ churn improvement, and other takeaways from meeting with CEO at JPM conference

By puckerman17 on May 25, 2021, 10:35 a.m.
Tagged topics: management commentary , non deal roadshow , JP Morgan , Parks reopening , Bob Chapek

Views: 120, Votes: 1, Responses: 0, Attachments: 2
DIS

+31 pts



$DIS - Deutsche believes Disney+ subscriber growth set to stabilize and accelerate in 2H

By puckerman17 on May 18, 2021, 11:23 a.m.
Tagged topics: Disney+ , streaming , subscriber growth , improving outlook , Deutsche Bank , analyst lowers target

Views: 92, Votes: 1, Responses: 0, Attachments: 13
T , DISCA , NFLX , DIS

+32 pts



$T - Oppenheimer says combining WarnerMedia and $DISCA to better compete with $NFLX and $DIS makes sense, but could involve a dividend cut for AT&T

By mooreideas on May 17, 2021, 12:25 p.m.
Tagged topics: intensified competition , streaming , mergers and acquisitions , Oppenheimer , media , WarnerMedia , dividend cut

Views: 101, Votes: 1, Responses: 0, Attachments: 4
DIS

+35 pts



$DIS - the streaming subs miss changes nothing...I'd buy the dip

By puckerman17 on May 14, 2021, 10:12 a.m.
Tagged topics: buying opportunity , Disney+ , streaming , Goldman Sachs , Morgan Stanley , earnings miss , buy the dip , high expectations , reopening beneficiaries

Views: 123, Votes: 2, Responses: 0, Attachments: 12