媒体巨头迪士尼(DIS.US美股盘前涨2.35%。消息上，迪士尼将在周三(今日)市场开盘前公布第三季度财 务业绩，这将显示消费者在看电影、支付流媒体费用和开多长假等方面的支出受到了怎样的影响。根据 Benzinga Pro的数据，分析师预计迪士尼第三季度的营业收入为237.2亿美元，高于去年同期的231.6亿美 元。(格隆汇) | DIS 迪士尼 | | | | --- | --- | --- | | 118.320 ↓ -1.030 -0.86% | | 收盘价 08/05 15:59 美东 | | 121.100↑ 2.780 +2.35% | | 盘前价 08/06 04:44 美东 | | 三四四十四十十八 | | ● 快捷交易 | | 最高价 119.570 | 开盘价 119.250 | 成交量 1536.57万 | | 最低价 117.330 | 昨收价 119.350 | 成交额 18.22亿 | | 平均价 118.564 | 市福率 M 24.10 | 总市值 2127.09亿(--) | | 振 幅 1.88% | 市盈率(静) 43.50 | 总股本 17.98亿 | | 换手率 0. ...

每经AI快讯，8月6日，迪士尼盘前股价上涨2.6%，因其子公司ESPN将收购NFL媒体资产。 ...

Walt Disney Company DIS will release earnings results for the third quarter before the opening bell on Wednesday, Aug. 6. Analysts expect the Burbank, California-based company to report quarterly earnings at $1.44 per share, versus $1.39 per share in the year-ago period. Disney projects to report quarterly revenue at $23.76 billion, compared to $23.16 billion a year earlier, according to data from Benzinga Pro. The company has beaten analyst estimates for revenue in four straight quarters and in six of the ...

Core Insights - Disney's ESPN has entered into two non-binding agreements with the NFL, involving equity exchange and content licensing to strengthen ties with one of the most commercially valuable sports IPs in the U.S. [1][2] Group 1: Transaction Details - ESPN will transfer 10% equity to acquire key assets including the NFL Network, NFL Redzone channel, and NFL films [2] - The NFL will grant ESPN access to certain event content and intellectual property rights for use across its media platforms [2] Group 2: Strategic Implications - This move aims to integrate NFL's high viewership, as NFL events consistently top U.S. television ratings, with Super Bowl ad prices exceeding $7 million [2] - Disney's CEO Bob Iger emphasized that the transaction will combine ESPN's global influence with NFL's premier IP, enhancing the viewing experience for fans [2] - ESPN is preparing to consolidate its cable channels and launch a B2C streaming service, with NFL resources potentially serving as a critical asset against competitors like Amazon and Apple [2] Group 3: Market Analysis - Sports events are becoming a battleground for streaming platforms due to their unique live experience and user engagement [2] - ESPN's chairman Jimmy Pitaro stated that the integration of NFL resources will create a preferred platform for American football fans, but balancing the development of multiple sports categories and avoiding over-reliance on a single IP will be crucial for future strategy [2]

Industry Trend - The report highlights a trend of parents using Disney parks as an alternative educational environment, essentially "home-schooling" at Disney [1]

Group 1 - Disney is set to report its fiscal third-quarter earnings, with a focus on updates regarding its streaming, TV, movies, and theme parks businesses [1] - Investors are looking for details on the upcoming ESPN direct-to-consumer streaming service, which will launch this fall at a price of $29.99 per month [2] - The streaming market is shifting as consumers move away from traditional pay TV, with Fox Corp. also launching its own streaming app [3] Group 2 - In the last earnings report, Disney reported 126 million global subscribers for its Disney+ service, surpassing analyst expectations [4] - The company indicated that its streaming business has reached profitability, prioritizing this metric over subscriber growth [4] - Disney's experiences business, which includes parks and resorts, reported a 6% year-over-year revenue growth, with domestic theme park revenue up 9% and international park revenue down 5% [5] Group 3 - Expected earnings per share for Disney are $1.47, with anticipated revenue of $23.73 billion [6]

Group 1 - The NFL is selling most of its media assets to Disney in exchange for a 10% stake in ESPN, strengthening the strategic relationship between the league and its broadcasting partner [1] - The assets involved in the transaction include the subscription-based service NFL RedZone and the NFL Network cable channel, along with additional broadcasting rights for NFL games [1] - Disney is launching a new streaming service named "ESPN" priced at $30 per month, allowing sports fans to access all traditional ESPN channels [1] Group 2 - Disney plans to offer a bundled package that includes the new ESPN, Hulu, and Disney+ for $36 per month, with a promotional price of $30 for the first year [1] - ESPN is jointly owned by Disney and Hearst Communications, with Disney holding an 80% stake and Hearst holding 20% [1] - The NFL's average viewership last season was over 17 million, a decrease of 2.2% compared to the previous year, but it remains the highest-rated sports league in the U.S. [2]

The National Football League will sell most of its media businesses to Walt Disney in exchange for a 10% stake in the ESPN sports networks, deepening the ties between the league and one of its top broadcast partners https://t.co/bC3Hy9FKmA ...

streaming on CNBC plus. >> We're back. Disney shares have sputtered lately.After a solid start to the year, investors will be watching the company's earnings closely tomorrow for signs of where the consumer currently stands. Jim Stuart is columnist with The New York Times. He joins us now.He's also a CNBC contributor. This is our quarterly visit. It's nice to have you, as always.>> Good to be back. I feel. >> Like we have the same type of conversation parks and streaming.Is that the whole thing this time. > ...

Welcome back to Power Lunch with Disney set to report third quarter results on Wednesday before the bell. Investors will be keeping a close eye on theme park revenue and streaming subscriber growth. Disney shares have jumped nearly 30% over the past three months, but the stock's recent run has cooled off as of late.It's falling about 4% over the past month. Julia Borson joins us now to break it all down and give her predictions on what we may or may not hear tomorrow morning on the call. It's so good to hav ...