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DIS

+88 pts



Is Parks enough to define a valuation floor? Disney

By toastcrunch.info on May 19, 2022, 10:25 a.m.
Tagged topics: Disney+

Views: 40, Votes: 8, Responses: 0, Attachments: 1
DIS

+1 pts



Thanks!...

By uniqueerique on Nov. 16, 2021, 6:28 a.m.
Tagged topics: near term vs long term , Disney+ , streaming , media

Views: 23, Votes: 1, Responses: 0, Attachments: 0
DIS

+48 pts



$DIS - despite near term headwinds, Disney's DTC and Parks long-term outlook is intact

By puckerman17 on Nov. 15, 2021, 1:39 p.m.
Tagged topics: near term vs long term , Disney+ , streaming , media

Views: 255, Votes: 6, Responses: 1, Attachments: 1
DIS

+20 pts



I kindof want to get behind Disney here, but seems like some headwinds, and some concern on pricing at theme parks. I am looking forward...

By Supersaverguy on Nov. 11, 2021, 11:14 a.m.
Tagged topics: Disney+ , earnings results , media , Parks reopening , Metaverse vs Omniverse

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

+54 pts



$DIS - increasing content investment & cost inflation will pressure near-term results, but stock appears well positioned for 2H22

By puckerman17 on Nov. 11, 2021, 10:49 a.m.
Tagged topics: Disney+ , earnings results , media , Parks reopening , Metaverse vs Omniverse

Views: 247, Votes: 9, Responses: 1, Attachments: 3
DIS

+40 pts



$DIS - JPM lowers Disney+ estimates but remains confident in company's F'24 target of 230-260m subscribers

By puckerman17 on Oct. 25, 2021, 12:43 p.m.
Tagged topics: Disney+ , streaming , analyst lowers estimates , reopening fears

Views: 100, Votes: 5, Responses: 0, Attachments: 2
DIS

+35 pts



$DIS - Morgan Stanley bullish on #DisneyPlus as content ramps over next 12-24 months

By puckerman17 on Oct. 1, 2021, 11:27 a.m.
Tagged topics: Disney+ , streaming , Morgan Stanley , media

Views: 206, Votes: 2, Responses: 0, Attachments: 2
DIS

+10 pts



this report is a good reference given the new update shows that the subscriber number is lowered to reflect a less optimistic outlook. I want...

By irenyang.to on Sept. 23, 2021, 11:52 a.m.
Tagged topics: guidance , Disney+ , streaming , Morgan Stanley , upside to estimates , Parks reopening

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

+36 pts



$DIS - JP Morgan lowers subscriber estimates following #BobChapek comments at Goldman conference

By puckerman17 on Sept. 22, 2021, 11:44 a.m.
Tagged topics: management commentary , Disney+ , analyst lowers estimates , Goldman Sachs , JP Morgan , buy the dip , Communacopia

Views: 288, Votes: 2, Responses: 0, Attachments: 4
DIS

+35 pts



$DIS - JP Morgan says Star+ launch in LatAm could drive #Disneyplus subs, sees soft trends at Parks as temporary

By puckerman17 on Sept. 15, 2021, 10:31 a.m.
Tagged topics: Disney+ , streaming , JP Morgan , media , Delta variant , Star+

Views: 243, Votes: 2, Responses: 0, Attachments: 2
DIS

+38 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: 164, Votes: 4, Responses: 1, Attachments: 23
DIS

+32 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: 151, Votes: 1, Responses: 0, Attachments: 13
DIS

+36 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: 195, Votes: 2, Responses: 0, Attachments: 12
DIS

+38 pts



$DIS - JP Morgan believes theatrical movie going likely the surprise driver of better profitability this year, while investors focus on Disney+

By puckerman17 on April 22, 2021, 1:29 p.m.
Tagged topics: Disney+ , streaming , reopening , 10K review , JP Morgan , upside to estimates , Parks reopening , pent up demand

Views: 160, Votes: 3, Responses: 0, Attachments: 15
NFLX , DIS

+40 pts



Thanks

By uniqueerique on Feb. 12, 2021, 11:16 p.m.
Tagged topics: Disney+ , analyst raises estimates , analyst raises target , JP Morgan

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

+47 pts



$DIS - JP Morgan raises target to $210 on Disney+ optimism

By puckerman17 on Jan. 11, 2021, 6:19 p.m.
Tagged topics: Disney+ , analyst raises estimates , analyst raises target , JP Morgan

Views: 188, Votes: 4, Responses: 1, Attachments: 5
DIS

+39 pts



$DIS - Deutsche raises target to $185 on increased optimism on Disney+ and Park recovery from vaccination progress

By mooreideas on Dec. 16, 2020, 11:33 a.m.
Tagged topics: Disney+ , post-vaccine , analyst raises target

Views: 270, Votes: 3, Responses: 0, Attachments: 9
NFLX , DIS

+31 pts



I'm holding on to DIS!

By phenphen on Dec. 15, 2020, 6:34 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 41, Votes: 1, Responses: 0, Attachments: 0
NFLX , DIS

+39 pts



Bull You Must Remain, Young Skywalker

By adamsmith on Dec. 14, 2020, 3:23 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 43, Votes: 3, Responses: 1, Attachments: 0
DIS , NFLX

+43 pts



$DIS, $NFLX - BMO downgrades Disney from Buy to Hold after recent run up on reopening hopes and investor day, puts Netflix back on their Top Pick

By mooreideas on Dec. 14, 2020, 11:11 a.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 180, Votes: 2, Responses: 2, Attachments: 12