A lot of the talk around me lately has been $DIS vs $NFLX, which one has more investment potential. But today I was surprised to see that Amazon Prime Video is number one in the US with 21% of the market, while Netflix has 20%. $AMZN is just going.
Shares of $DIS are down over 30% in the last five years, which I and I believe other investors don't like. But somehow I still believe that the stock will recover and start rising again. I may buy a little more this week and then wait to see how the share price develops.
What is your opinion on this company and do you have $DIS stock in your portfolio?
How do you see the $DIS? :D Poor Disney has been suffering for quite a long time and although I wanted to invest in it a few months ago, in retrospect I'm rather glad I didn't.
However, the price tag really doesn't let me sleep. We are at 2014 prices! The company is definitely further along than 2014 for me. A tempting offer or a continued decline? How do you see it? :)
I have such mixed feelings about it :D. The stock has been down for a long time and I don't like that at all, however the share price is currently great and I'll probably overbought next week.
What do you think about the goings-on with Disney and Charter? I'm not totally into it, but I know it was moving the market and streaming companies on Friday. I didn't take the time to look up how much Disney $DIS profits through Charter, and Charter pays Disney $2.2 billion a year in programming fees alone.
Investors will probably be attracted, but the company will probably not be happy. The stock is dropping nicely and I'll probably overbought again😁. Thanks for the info.
People in the U.S. are starting to use streaming platforms more and more on TV and less and less on radio and cable. Time spent using streaming platforms on TVs is growing and currently accounts for 38.7% of total TV usage.
What two companies would you recommend to a novice investor at this time? Obviously $GOOGL$AAPL etc is great, but those are at a great price right now. I say maybe $O might be a nice buy right now, or even $DIS.
I would probably recommend $AAPL and $CVS. However, I don't think you can say it like this. Everyone likes something different and every investor should do their own analysis and calculate the intrinsic value of the stock. So if someone wanted to invest in stocks, I would start with bluechips stocks.
I noticed that the $DIS subscription system is about to change. Making it more expensive and removing account sharing, do you think this will lead to an exodus of users?
I don't think it's going to have any extra effect either. What though I have $DIS so but is the main thing in my opinion I think is the content. So I don't have either, no time to watch it but when I see it at my girlfriend's place, Netflix just has that content more, better quality ...yeah Disney has a lot of cartoons and that's great but kids today have social media mostly and they don't watch cartoons much anymore I think.
Disney $DIS revenue increased 3.8% year-over-year. The company generates revenue from two segments, media and entertainment and parks, experiences and products
Media and Entertainment segment revenue decreased 0.8% year-over-year to $14 billion. Analysts were expecting USD 14.36 billion.
Parks, Experiences & Products segment revenue increased 13% year-over-year to $8.33... Read more
To follow up on my post yesterday - AI and Disney $DIS results.
According to the results released for the second quarter of fiscal year 2023, The Walt Disney Company posted a 4% year-over-year increase in revenue to $22.3 billion (narrowly missing estimates). Net income per share excluding extraordinary items was $1.03, down 6% from $1.09 last year.
AI sees it clearly with Disney's $DIS results, saying it has as much as a 77% chance of beating EPS estimates, while giving "only" a 37% chance of beating on revenue.
That's how the analysts see it 👇
The consensus revenue figure is set at $22.44 billion, suggesting a 4.34% growth from the previous quarter. For EPS, they are counting on $0.99.
Jj as you Paul's first comment, I too would be more inclined to drop the price since I've read about the decline in their users. I have $DIS liked and invested, with the eventual drop I will be buying further. However, the AI rating looks interesting and it would be nice if it worked out, I might think about doing something speculative on it tonight before the close. 🤔 ...I wonder what the camps are, how many people are expecting what.
Disney $DIS, which owns the ESPN television station, has held initial discussions about strategic partnerships with the NBA and NFL. These partnerships could mean that the sports leagues will acquire an ownership stake in ESPN.
I honestly didn't expect that either... I thought Netflix was king.