Disney's foundation is strong, and ESPN could put the company over the top.Disney (DIS -1.10%) continues to report improved results on the bottom line, and this is before the company's most important product launch since Disney+. This fall, ESPN goes over the top and could make an already profitable streaming service a money-making machine. Travis Hoium digs into the recent results and what to look for next in this video.*Stock prices used were end-of-day prices of Feb. 5, 2025. The video was published on F ...

Reporting results for their fiscal first quarter on Wednesday, Disney (DIS)  and Qualcomm (QCOM)  impressively exceeded earnings expectations while surpassing top-line estimates as well.Having significant market leadership in their respective industries, DIS and QCOM will be two stocks to keep an eye on in the coming weeks.  Disney’s Q1 results Strategic initiatives to cut costs have led to a continued turnaround in Disney’s operating efficiency with Q1 net income at $3.7 billion or adjusted earnings of $1. ...

Disney (DIS) marked a significant milestone in its first quarter of fiscal 2025, with its streaming division achieving profitability as Direct-to-Consumer operating income reached $293 million, a substantial improvement from a $138 million loss in the prior-year quarter. The entertainment giant posted strong overall results, with revenues climbing 5% to $24.7 billion and adjusted earnings per share surging 44% to $1.76, demonstrating the success of its strategic initiatives despite subscriber fluctuations.T ...

In this video, I'll review Disney's (DIS -2.44%) first-quarter earnings report. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Feb. 4, 2025. The video was published on Feb. 5, 2025. ...

Those who follow me closely know that I am a big fan, from multiple perspectives, of entertainment behemoth The Walt Disney Company (NYSE: DIS ). I think it is one of the best companies on the planet and, in theCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P f ...

I analyze oil and gas companies, related companies, and Disney in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a fr ...

Declining cable-TV subscribers, box office flops in 2023, massive direct-to-consumer (DTC) streaming losses, rising costs for sports rights, proxy battles, and CEO succession issues have plagued Walt Disney (DIS -2.44%) shares. They are down 18% in the past five years, when the S&P 500 has put up a total return of 103%. Underperformance like this can cause some investors to stay far away from the House of Mouse. However, for those who are patient and can view the business for what it's worth, there's an opp ...

The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!The Walt Disney Company (NYSE: DIS ) reported a double beat on Wednesday morning, surprising investors with better-than-expected results. Disney+ subscriptions declined, ...

Disney is hoping the rise of so-called “skinny bundles” in streaming services will reverse cord-cutting.Speaking during a conference call discussing first-quarter earnings Wednesday (Feb. 5), CEO Bob Iger discussed the company’s streaming and sports programming plans in the wake of Disney’s January announcement that it is merging its Hulu + Live TV service with FuboTV.The company aims to make the Disney-owned ESPN sports network accessible to as many viewers as possible, he said.“Some will want to consume i ...

Financial Data and Key Metrics Changes - The company reported strong Q1 results, exceeding expectations and demonstrating both creative and financial strength [10][40] - The Experiences segment is expected to grow by 6% to 8% for the year, with Q1 performance boosting confidence in this guidance [22][24] Business Line Data and Key Metrics Changes - The film studios had a standout quarter, with the top three movies of 2024 at the global box office [11] - Streaming profitability saw growth, with historic ratings at ESPN contributing positively to overall performance [12] Market Data and Key Metrics Changes - The company is focused on enhancing its streaming platform, particularly Disney+, with technological advancements and addressing password sharing [17][20] - The launch of the Disney Treasure ship has been successful, with high guest satisfaction ratings and expectations for profitability [61] Company Strategy and Development Direction - The company aims to make ESPN as accessible as possible through various distribution methods, including skinnier bundles and the upcoming ESPN Flagship launch [27][30] - The strategy includes leveraging technology for personalization and improving user engagement on streaming platforms [18][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business momentum and performance, indicating a positive outlook for the remainder of the year [40][68] - The company is committed to continuous cost-cutting initiatives to enhance profitability [38] Other Important Information - The company is optimistic about the integration of news content into the Disney+ and Hulu platforms, which differentiates it from competitors [50] - The company is not currently viewing its linear networks as a burden but rather as an asset that supports its overall television business [86] Q&A Session Summary Question: Impact of platform enhancements on Disney+ - Management indicated that various technological advancements are rolling out and will continue to do so throughout the year, with a focus on improving user experience [17][20] Question: Outlook for Experiences and Parks - Management confirmed no changes to the guidance for Experiences, expecting a 6% to 8% increase for the year, with strong Q1 performance boosting confidence [22][24] Question: Strategy regarding ESPN and sports streaming - The goal is to make ESPN accessible in multiple ways, with plans to leverage skinnier bundles and enhance the Hulu + Live experience [27][30] Question: Cost-cutting initiatives and content budget - Management is continuously identifying opportunities for cost efficiency and has trimmed the content budget to $23 billion from $24 billion, reflecting changes in overall budget strategy [35][36] Question: Path to profitability for NBA contract - Management remains confident in the long-term value of the NBA contract, viewing it as a marquee part of ESPN's offering despite current season ratings [45][49] Question: Subscriber growth outlook for Disney+ - Management expects subscriber growth for Disney+ and Hulu, driven by new content and technological enhancements [78][80]