Covid has been challenging for Disney in some ways (amusement parks) and a boon in others (Disney+ streaming). Once Omicron burns out, I think $DIS will explode. For most families I know, a Disney park will be their first stop!
I've read that for #Disney, the move into streaming is more about the data it can collect on viewers than the revenue it will generate from subscription fees. Disney can make billions off a single movie (Avengers Endgame, Star Wars, Frozen, etc.). A fortune off related licensing, etc. Streaming revenue is a drop in the bucket. $DIS
Stocks Drop On April 20 As Stay-At-home Names Get Crushed
How is $DIS consistently considered a stay at home stock? The bulk of #Disney's revenue is the complete opposite of stay at home.
Despite Short-Term Challenges, Disney Appears To Be Moving In The Right Direction
Covid has been challenging for Disney in some ways (amusement parks) and a boon in others (Disney+ streaming). Once Omicron burns out, I think $DIS will explode. For most families I know, a Disney park will be their first stop!
Is Walt Disney's Stock Overvalued Or Undervalued?
$DIS is fair value now. Overvalued at $250. As the COVID become less dangerous, which is is under O variant. People will stampede back to the park.
Is Walt Disney's Stock Overvalued Or Undervalued?
I think $DIS is overvalued. Shouldn't be more than $80.
Disney Is Moving 2,000 Jobs From California To Florida—Here’s Why
Smart move by #Disney. Hopefully this move opens the eyes of these 2,000 employees to a life not lived in servitude of heavy handed big govt. $DIS
3 Popular Stocks that are Overvalued at Current Prices
See I thought #Disney was a recovery stock and everything new and great they did with their streaming service was sugar on the icing! $DIS
Fox-Disney Deal Creates A New Greater Fool
Interesting... but what is the value of the rest of what #Disney paid Fox 71bil for? Disney MrtCap has been sitting at 210bil area for some time $DIS.
Disney Delivers 26.5M Disney+ Subscribers
No surprises here. I am betting on $DIS
Disney’s ESPN Continues To Struggle With Lost Subscribers
What's your take on $DIS these days?
Netflix's Glory Days Are Past
I've read that for #Disney, the move into streaming is more about the data it can collect on viewers than the revenue it will generate from subscription fees. Disney can make billions off a single movie (Avengers Endgame, Star Wars, Frozen, etc.). A fortune off related licensing, etc. Streaming revenue is a drop in the bucket. $DIS