Disney (NYSE: DIS) Archives - Market Mad House

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel December 10, 2021December 10, 2021 Disney (DIS), Disney (NYSE: DIS), Disney Plus, ESPN is Growing faster than Disney, How Much Cash is Disney Generating?, How Much Money is Disney making from Disney+?, Is Disney making money from streaming video?, Walt Disney Company (NYSE: DIS), What Value Does Disney Have?

How Much Money is Disney making from Disney+?

Moreover, Disney (NYSE: DIS) is making less money from Disney Plus. Disney made $4.12 per Disney Plus subscriber in September 2021, down from $4.52 in September 2020.

Long Ideas

daniel March 1, 2021March 1, 2021 Did Disney Make Money in 2020?, Disney (DIS), Disney (NYSE: DIS), Disney Can Generate Enormous Amounts of Cash, Disney Shrinks, Disney+ Pays off, Does Mr. Market Overprice Disney?, The Walt Disney Company (DIS), The Walt Disney Company (NYSE: DIS), Will the Disney Theme Parks Die?

Did Disney Make Money in 2020?

The Walt Disney Company (DIS) shrank in 2020. Stockrow estimates Disney’s revenue growth fell by 41.87% in the quarter ending on 30 June 2020.

The Death Spiral

daniel July 15, 2020July 15, 2020 Disney (NYSE: DIS), Disney Gambles with Catastrophe, Disney World, Disney’s China Bet Pays Off, Disney’s Coronavirus Nightmares, Disney’s Political Nightmares, Disney’s strong Margin of Safety, How Much Cash Does Disney Have?, Is Disney Making Money?, The Walt Disney Company (NYSE: DIS) i, Tourists will not Be Visiting Disney Resorts soon, Walt Disney World, What Can Disney Do with the Resorts?, What Value Does Disney Have?, Will Coronavirus Kill Disney?

Will Coronavirus Kill Disney?

I think The Walt Disney Company (NYSE: DIS) is gambling with catastrophe by reopening its American resorts.

Stocks

daniel April 16, 2020April 16, 2020 Amazon (NASDAQ: AMZN) resistant business model, Disney (NYSE: DIS), Disney vs. Netflix, Disney vs. Netflix vs. Coronavirus, How Coronavirus can Help Streaming Video, How Coronavirus could Kill Disney, How Coronavirus Threatens Disney and Netflix’s future, Is Disney Making Money?, Is Netflix Making Money?, Netflix (NASDAQ: NFLX) and Disney (NYSE: DIS), Should You Buy Disney Stock?, Streaming video is the best Deal in Entertainment, The Age of Streaming Video, The Walt Disney Co. (NYSE: DIS), There is a simple reason why Netflix (NASDAQ: NFLX) might collapse, Who Watches Streaming Video?

Disney vs. Netflix vs. Coronavirus

Can Disney+ generate enough revenue to sustain Disney for two years without the movie box office and park ticket sales? Nobody knows, not even Disney Chairman Bob Iger and CEO Bob Chapek know.

Stocks

daniel November 4, 2019November 4, 2019 Are There Limits to Netflix’s Growth?, Can Disney Destroy Netflix?, Could India Censor Netflix?, Disney (NYSE: DIS), Disney+ vs. Netflix, How Much Money is Netflix Making?, Is Censorship a Threat to Netflix?, Is Disney+ a threat to Netflix?, Netflix (NASDAQ: NFLX), Netflix’s Incredible Competition, Why Netflix could Never Pay a Dividend

How Much Money is Netflix Making?

Censorship is not the only threat to Netflix. There could be serious limits to Netflix’s subscriber growth.

Grocery Wars

daniel September 3, 2019September 3, 2019 Amazon (NASDAQ: AMZN), Can Disney Plus Save Target?, Can Disney Save Target from Amazon?, Can Target Compete with Amazon?, Can Target Wait out the Trade War?, Can the Disney Magic Save Target from Amazon?, Disney (NYSE: DIS), Disney Plus, How Does Target Survive in the Age of Amazon?, Is Target a Value Investment?, Is the Trade War for Real?, Target (NYSE: TGT), Will Target Survive the Trade War?

How Does Target Survive in the Age of Amazon?

One of the few ways, Target can fight Amazon is to recruit allies. Predictably, Target is partnering with Disney (NYSE: DIS) for an anti-Amazon offensive.

Opportunities

daniel March 8, 2018 Amazon (NASDAQ: AMZN), CBS (NYSE: CBS), Disney (NYSE: DIS), Is the WWE making money?, Is the WWE really making money?, Netflix (NASDAQ: NFLX), New Digital Entertainment or Old-Fashioned Show Business, Why WWE and Netflix or WWE and Amazon Need Each other, Why WWE should Dump Cable, World Wrestling Entertainment (NYSE: WWE), WWE Network Losing Subscribers

Is the WWE really making money?

That makes WWE a pretty good metric for other traditional entertainment companies that are trying to transition to digital-content providers. We might be seeing the future of companies as diverse as TV networks like CBS (NYSE: CBS) and movie studios like Lionsgate Entertainment Group (NYSE: LGF.A) at WWE.

The advantages of this business model are that the WWE can generate cash flow without having to pander to advertisers.

Market Insanity

daniel January 18, 2018 21st Century Fox (NYSE: FOXA), Can Time Warner Make Money?, Disney (NYSE: DIS), Disney has been able to exploit junk Marvel superheroes, inept company like Time Warner, Is Time Warner Making Money?, Justice League bombed at the box office, Marvel movie formula, should worry Time Warner investors, Super Power Powers Team, That’s not the Justice League it is the Super Friends, Time Warner is a pretty good dividend stock, Time Warner made $7.595 billion in revenue during 3rd Quarter 2017, Why Can’t Time Warner get Superheroes Right?

Is Time Warner Making Money?

This is bad; Time Warner cannot monetize one of the biggest superhero franchises in the universe, while Disney can make money off of junk-pop culture properties. To add the nightmare, owning Fox would give Disney many more properties to exploit; including X-Men, Buffy the Vampire Slayer, Deadpool, The Simpsons, and Planet of the Apes.

Market Insanity

daniel August 2, 2017 Change Netflix’s business model, Disney (NYSE: DIS), How can Netflix Survive?, Is Netflix Borrowing its Way into the Death Spiral?, Netflix Survive, Netflix’s (NASDAQ: NFLX), Verizon (NYSE: VZ), Why Netflix Bulls are deluding themselves, Will Netflix have to Change its’ Business Model to Survive?

How can Netflix Survive?

The cash from financing raises some serious questions about some of the other numbers in Netflix’s second quarter earnings report which don’t add up. First there’s the income of $362.09 million; if Netflix lost $1.9 billion from its operations – where did that come from?

The cynic in me will say from borrowing, which means it is not income. Funds that you borrow have to be paid back or written off at some point. That goes doubly so for the kind of money Netflix is probably borrowing; namely corporate paper or private equity.

Opportunities

daniel November 25, 2016 All this makes Facebook an incredibly wealthy company, Disney (NYSE: DIS), Facebook (NASDAQ: FB), Facebook has a lot of Float and Cash, Facebook is a Value Investment, Facebook is making a Lot of Money, Facebook’s cash has been growing like a weed, Facebook’s Problems, Facebook’s Problems should Investors be Afraid?, Mark Zuckerberg, Twitter (NYSE: TWTR), Twitter acquisition, What Zuckerberg is Scared of, Why Mark Zuckerberg should be scared to Death

Facebook’s Problems should Investors be Afraid?

History shows us that new technology is often used as a scapegoat for political failures. It also gives Zuckerberg reason to worry and act; and act he is by launching an effort to purge Facebook of fake news stories. Those stories give Facebook’s critics some circumstantial evidence to justify their attacks on free speech.

← Previous