Core Viewpoint - The article suggests that while IMAX has had a strong performance, Walt Disney is considered a superior investment due to its robust business model and diverse revenue streams [1]. IMAX Performance - IMAX reported a record third-quarter revenue of nearly $107 million, a 17% increase year-over-year, with net income rising by 39% to over $26 million, surpassing analyst expectations [4]. - The company achieved its fifth-best opening with the release of "Avatar: Fire and Ash," which was also its widest release at 1,703 screens [2]. Walt Disney Performance - Disney's fiscal 2025 results showed a revenue growth of 3% to over $94 billion, with all reporting segments (entertainment, sports, and experiences) experiencing increases [8]. - The company's GAAP net profit surged nearly 58% to $12 billion, driven by improved operating income across all segments [8]. - Disney's streaming services, particularly Disney+, reached profitability in 2024, contributing to overall revenue growth [7]. Future Outlook - Disney is expected to see double-digit percentage growth in operating income for its entertainment segment in fiscal 2026, while sports and experiences are projected to grow in the single digits [9]. - IMAX, while expanding its business, remains vulnerable to changes in movie-going trends and lacks the scale of Disney [13]. Valuation Metrics - Disney has a price-to-book ratio of 1.84 and a price-to-sales ratio below 2.2, which are favorable compared to IMAX's ratios of 5.8 and 5.5, respectively [14]. - On forward P/E, Disney's ratio stands at 17, while IMAX's is at 22, indicating that Disney is a better buy based on key valuation metrics [14]. Conclusion - Despite IMAX's strong management and promising future, Disney is positioned as the more attractive investment due to its established brand, diverse revenue sources, and favorable valuation metrics [15].

We recently published 10 Stocks on Jim Cramer’s Radar.  The Walt Disney Company (NYSE:DIS) is one of the stocks on Jim Cramer's radar. The Walt Disney Company (NYSE:DIS)’s shares are up by a slight 2% year-to-date. The firm made quite a bit of a splash on December 11th after a Reuters report claimed that it was investing $1 billion into OpenAI. In mid-November, Goldman Sachs reiterated a Buy rating and a $152 price target for the firm. The bank outlined that it viewed the dip in The Walt Disney Company (N ...

Core Insights - Walt Disney Co and Netflix Inc are experiencing increased investor interest due to holiday movie marathons, with Disney shares trading around $114, up 3% year-to-date, driven by holiday content on Disney+ and Hulu [1] - Disney's November quarter showed flat overall revenue at $22.5 billion, despite progress in streaming, while Netflix's stock is near $93, up 5% year-to-date, following a period of weakness related to its bidding for Warner Bros. Discovery assets [2][3] Company Performance - Disney's direct-to-consumer unit generated $352 million in operating income from $6.25 billion in sales, leading to management's forecast of double-digit earnings growth in 2026 [3] - Netflix reported a 17% revenue growth to $11.51 billion in the third quarter, with record ad sales, although earnings per share fell short of estimates [4] Engagement and Content Strategy - Holiday engagement is crucial for both companies, with Disney+ featuring classics like "Home Alone" and Netflix offering originals such as "Klaus" and "A Christmas Prince" trilogy [5] - Strong holiday viewing could positively influence the growth trajectory for both companies in 2026, enhancing their stock performance [6]

MoffettNathanson分析师Robert Fishman指出，近期赴洛杉矶与多位媒体高层交流后发现，好莱坞对看好 迪士尼已有明确共识。他表示，当其他竞争对手为了资产争夺战而缠斗，并分心于后续的监管审查之 际，迪士尼正处于有利位置，得以专注强化其串流服务。Fishman给予迪士尼"买入"评级，目标价为140 美元，按周三收盘价114.48美元计算，仍有约22%的上涨空间。 ...

Core Viewpoint - The Academy of Motion Picture Arts and Sciences has signed an agreement with YouTube to grant exclusive global streaming rights for the Oscars, starting from the 101st Academy Awards in 2029 and lasting until at least 2033, marking the end of ABC's long-standing broadcasting rights since 1976 [1][3][4]. Group 1: Agreement Details - The agreement allows for free live streaming of the Oscars, including red carpet coverage and behind-the-scenes content, on YouTube, potentially featuring multi-language subtitles and audio tracks to reach a growing global audience [1][3]. - YouTube's bid for the Oscars exceeded nine figures, surpassing other competitors, indicating a significant investment in acquiring high-profile content [4]. Group 2: Industry Impact - The loss of the Oscars by ABC and Disney represents a broader transformation in the traditional broadcasting industry, which has been declining globally, with high-profile live events like the Oscars seen as the last stronghold of traditional TV [3][4]. - The Oscars have experienced a significant decline in viewership since the late 1990s, with the lowest ratings recorded in recent years, prompting the Academy to seek new strategies to engage audiences [5][8]. Group 3: ABC and Disney's Position - ABC and Disney attempted to negotiate a lower broadcasting fee due to declining viewership, but the Academy opted to part ways, reflecting ongoing tensions regarding content direction and audience engagement strategies [4][8]. - Despite losing the Oscars, ABC retains substantial broadcasting rights for various sports events, which continue to attract large audiences, indicating that traditional networks still hold value in live sports broadcasting [10]. Group 4: YouTube's Strategy - YouTube's acquisition of the Oscars is seen as a move to position itself as a legitimate platform for film and entertainment, aiming to attract Hollywood talent and enhance its content offerings [12]. - The transition to YouTube is viewed as an opportunity for innovation, as the platform seeks to redefine how major events like the Oscars are presented to audiences [12].

Walt Disney (DIS) stock has been struggling this year, falling more than 25% earlier this year before a summer rally. In recent weeks, the stock has just been treading water, leaving investors with minimal gains in 2025. However, the chairman of Disney’s board of directors seems to have a bullish forecast on DIS stock. James Gorman, a former Morgan Stanley executive chairman who took over the leadership of Disney’s board nearly a year ago, purchased 18,000 shares of DIS stock, according to financial filin ...

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The consensus in Hollywood is that Disney has done well to sit this one out, said MoffettNathanson analyst Robert Fishman. ...

Core Insights - The company has appointed its first-ever chief brand officer, Asad Ayaz, as part of a strategy to depoliticize its brand and operations [1] Group 1 - The appointment of Asad Ayaz is a significant move by Bob Iger, indicating a shift in the company's approach to branding and public perception [1]

Sarah Murrow, president and CEO of Allianz Trade in the Americas, has spent her career in trade credit insurance, financial risk management and trade finance driving commercial success. She's led high-performing teams through transformational change at country, regional and global levels. In her current role, Murrow oversees the operations of the USA, Brazil and Canada. This includes strategic leadership, business growth, cultural transformation and digital innovation for Allianz Trade. Processing ContentMu ...