Disney did pretty good buying Pixar,marvel,and Lucas though didn't they?
Content is needed to stream and dis is loaded. I like their chances.
Iger shouldn't say anything about subscriber growth and just give the numbers and talk about future investments the co is making around the globe. China, India, Europe.,,,. Abc,Espn will be just fine.
Big movie lineup in 2016, and of course Shanghai..
Once you factor in debt and the cost of tax to bring the money home from overseas ? No it's not cheap.
The bottom line is it's a hell of a lot easier to start up a streaming service than to own content a sell it. Go buy a Pixar, marvel, and all other Disney owned studios and films , shows and stations !!!
Bottom line Disney wins. High flyer stocks giving back to value stocks for now :)
Iger shouldn't be to specific , a beat is a beat.
Talk about the movie line up for this year which looks strong and that's it.
Google or Amazon take it out. No need for a streaming service ,what they need is content and dis is loaded with it besides that they're a cash cow with its parks and movie income. This would take them to being a trillion dollar company.
I'll use the New York market, as for the Mets and Yankees. There was a time when wpix 11 and wor 9 had the met and Yankees game on. Then came along cable and the games were split about 50-50 as far as which games were on regular tv and their cable channels. Now the Yankee games are on the Yes channel and the Met games are on Sny. Your lucky if there's one game a week on regular tv. If you want to watch them all year you need cable.
I doubt the run up will be that rewarding. I mean this stock got crushed after Star Wars movie was released. But having said that ,any negative news might be baked in here as well?? According to Iger the bleeding has stopped at Espn ,, to be continued.
It's because Ronald McDonald is smarter than Timmy Cook!
And the rest of cnbc pushing gild down your throats?
I did own it back a. While ago and almost bought some in the low 90s thinking it was a steal , only to find out mrk just released a hep drug themselves. Funny I don't recall hearing any of the talking heads on cnbc mentioning mrk as a threat.
The problem is cable is customizing packages for each customer so if one doesn't want sports and wants movies or whatever Espn doesn't get paid. In the past Espn was part of basic cable but now there are even cheaper options? I think that's how it goes. Espn has to make themselves available to every single option out there wether it's tv , or streaming online. I hope Bob is on this ,,
Depending how high the stock ran up before earnings alla Amzn ,
On the other hand fb didn't run up and did very well yesterday.
Dis has fallen 25% since Star Wars so hopefully when they report it goes higher?
Should it just meet hopefully it's baked in the stock price being it's down so much? Who knows ??
Not scared #$%$. I watched this stock hit 120 twice before Star Wars., so I guessed the movie was baked in ,who knows ? Hopefully they blowout in two weeks!
Dis has been a dog lately as well.