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2021-02-08

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Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?<blockquote>迪士尼盈利预览：迪士尼+能否保持其火热的步伐来维持魔法王国？</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":389619699,"tweetId":"389619699","gmtCreate":1612763287211,"gmtModify":1703764705153,"author":{"id":3572989459139407,"idStr":"3572989459139407","authorId":3572989459139407,"authorIdStr":"3572989459139407","name":"Sachinpnyr","avatar":"https://static.tigerbbs.com/ec1478fc6ed7f7f4c6aed0ee012469e7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Wow</body></html>","htmlText":"<html><head></head><body>Wow</body></html>","text":"Wow","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/389619699","repostId":2109725367,"repostType":4,"repost":{"id":"2109725367","kind":"highlight","pubTimestamp":1612753595,"share":"https://www.laohu8.com/m/news/2109725367?lang=zh_CN&edition=full","pubTime":"2021-02-08 11:06","market":"us","language":"en","title":"Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?<blockquote>迪士尼盈利预览：迪士尼+能否保持其火热的步伐来维持魔法王国？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2109725367","media":"MarketWatch","summary":"Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter r","content":"Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday<blockquote>在流媒体服务的推动下，魔法王国将于周四公布可观的第一财季业绩</blockquote> Walt Disney Co. has managed to adroitly navigate the pandemic despite being hamstrung by shuttered amusement parks and an indefinite pause in live-action productions.<blockquote>尽管受到游乐园关闭和真人制作无限期暂停的阻碍，华特迪士尼公司还是设法巧妙地应对了疫情。</blockquote> Propelled by its streaming service, the Magic KingdomDIS,+0.52%should post respectable fiscal first-quarter results on Thursday.<blockquote>在其流媒体服务 Magic KingdomDIS 的推动下，+0.52% 将于周四公布可观的第一财季业绩。</blockquote> Still, how does Disney fend off the likes of Apple Inc.’s&nbsp;Apple TV+, Netflix Inc.,Comcast Corp.’s&nbsp;Peacock, Amazon.com Inc.’s&nbsp;Prime Video, AT&amp;T Inc.’s&nbsp;HBO Max, and others while Disney operates at less than full strength?<blockquote>尽管如此，在迪士尼运营不足的情况下，迪士尼如何抵御苹果公司的苹果电视+、Netflix公司、康卡斯特公司的孔雀、亚马逊公司的Prime Video、美国电话电报公司的HBO Max等公司？</blockquote> It offered plenty of answers in Decemberduring a marathon investor day briefing. It unfurled a slate of big-budget movies — including “Raya and the Last Dragon” in March 5 — will open on its burgeoning streaming service and in theaters as part of a direct-to-consumer push. In coming years, Disney+ will be home to a fire hose of 10 new Marvel series, 10 new “Star Wars” series, 15 animated and live-action Pixar and Disney series, and 15 Disney-Pixar films that will be newly branded as Disney+ Original.<blockquote>它在 12 月份的马拉松式投资者日简报会上提供了大量答案。该公司推出了一系列大制作电影，包括 3 月 5 日上映的《拉亚与最后的龙》，这些电影将在其新兴的流媒体服务和影院上映，作为直接面向消费者的举措的一部分。未来几年，Disney+ 将汇集 10 部新的漫威剧集、10 部新的《星球大战》剧集、15 部皮克斯和迪士尼动画和真人剧集，以及 15 部迪士尼-皮克斯电影，这些电影将被重新命名为 Disney+ Original。</blockquote> As of Dec. 2, Disney+ had 86.8 million paid subscribers, and Disney expects that figure to balloon to 230 million to 260 million by the end of 2024. Including Hulu and ESPN+, total world-wide direct-to-consumer subscribers should reach 300 million to 350 million by the end of 2024.<blockquote>截至 12 月 2 日，Disney+ 拥有 8680 万付费用户，迪士尼预计到 2024 年底，这一数字将激增至 2.3 亿至 2.6 亿。包括Hulu和ESPN+在内，到2024年底，全球直接面向消费者的用户总数应达到3亿至3.5亿。</blockquote> It might be a stretch for Disney+ to top 100 subscribers in Q1, but plenty of analysts are looking for sustained growth.<blockquote>Disney+ 在第一季度跻身前 100 名用户可能需要一段时间，但许多分析师正在寻求持续增长。</blockquote> What to expect<blockquote>期待什么</blockquote> Earnings:Analysts polled by FactSet on average expect a loss of 33 cents a share, which would be a decline from $1.53 a share in the first quarter of 2019. The estimate has plummeted from a penny a share on Sept. 30.<blockquote>收益：FactSet 调查的分析师平均预计每股亏损 33 美分，低于 2019 年第一季度的每股 1.53 美元。该估值已从 9 月 30 日的每股 1 美分暴跌。</blockquote> Contributors to Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, are also projecting a loss of -33 cents a share on average.<blockquote>Estimize 是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，该平台的贡献者也预计平均每股亏损 33 美分。</blockquote> Revenue:Analysts on average expect Disney to report $15.89 billion in first-quarter revenue, according to FactSet, down from $20.86 billion the year before.<blockquote>收入：FactSet 的数据显示，分析师平均预计迪士尼第一季度营收为 158.9 亿美元，低于去年同期的 208.6 亿美元。</blockquote> Estimize contributors are expecting revenue of $15.89 billion.<blockquote>预计贡献者预计收入为 158.9 亿美元。</blockquote> Stock movement:Through Friday, shares are up 28.5% over the past 12 months, giving it a market value of $327 billion. The S&amp;P 500 indexSPX,+0.39%has increased 17% in the past year.<blockquote>股票变动：截至周五，该公司股价在过去 12 个月中上涨了 28.5%，市值达到 3270 亿美元。标普500指数SPX,+0.39%在过去一年中上涨了17%。</blockquote> What analysts are saying<blockquote>分析师怎么说</blockquote> • “We now expect Disney+ to end FQ1 with 95m subs from 90m prior, and vs. 86.8m reported as of December 2, as we are encouraged by third-party data. According to Apptopia, Disney+ mobile MAUs have increased from 33m as of December 2 to 50m as of January 2, with substantial growth coming from Brazil and Mexico.” — JPMorgan analyst Alexia Quadrani, while maintaining an overweight rating and hiking price target to $210 from $175 on Jan. 11.<blockquote>- “我们现在预计 Disney+ 第一季度末的订阅用户数量将从之前的 9000 万增加到 9500 万，而截至 12 月 2 日的报告用户数量为 8680 万，这让我们感到鼓舞。根据 Apptopia 的数据，Disney+ 移动端 MAU 已从 12 月 2 日的 3300 万增加到 1 月 2 日的 5000 万，其中巴西和墨西哥的大幅增长”。- 摩根大通分析师 Alexia Quadrani，同时维持跑赢大盘评级，并将目标价从 1 月 11 日的 175 美元上调至 210 美元。</blockquote> • “We were wrong… We were simply blown away [on investor day] by the depth of content being created for Disney+ (and the dollars behind it). Increasing content spend on Disney+ to over $8 billion by 2024 compared to a target of $4 billion set just a year ago is a dramatic acceleration.” — Lightshed Partners analyst Richard Greenfield, upgrading Disney’s rating to neutral from sell on Jan. 8.<blockquote>- “我们错了.我们只是（在投资者日）被为 Disney+ 创作的内容深度（以及其背后的资金）所震撼。到 2024 年，Disney+ 的内容支出将超过 80 亿美元，而一年前设定的目标是 40 亿美元，这是一个戏剧性的加速。”- Lightshed Partners 分析师理查德-格林菲尔德（Richard Greenfield）于 1 月 8 日将迪士尼的评级从卖出上调至中性。</blockquote> • “We maintain Buy on differentiated assets, direct-to-consumer momentum (Star/Star+ launches and more Disney+ markets in 2021; content investment should also benefit consumer products/licensing and Parks), and out-years post-COVID recovery at Parks (we expect<blockquote>- “我们维持对差异化资产的购买、直接面向消费者的势头（2021 年将推出 Star/Star+ 和更多 Disney+ 市场；内容投资也应有利于消费品/授权和乐园），以及乐园在 COVID 后的超出年度复苏（我们预计</blockquote> pent-up demand on leaner cost base).” — Truist Securities analyst Matthew Thornton, maintaining a buy rating and raising price target to $195 from $175 on Jan. 5.<blockquote>在更精简的成本基础上被压抑的需求）。- Truist Securities 分析师 Matthew Thornton 维持买入评级，并将目标价从 1 月 5 日的 175 美元上调至 195 美元。</blockquote>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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It unfurled a slate of big-budget movies — including “Raya and the Last Dragon” in March 5 — will open on its burgeoning streaming service and in theaters as part of a direct-to-consumer push. In coming years, Disney+ will be home to a fire hose of 10 new Marvel series, 10 new “Star Wars” series, 15 animated and live-action Pixar and Disney series, and 15 Disney-Pixar films that will be newly branded as Disney+ Original.<blockquote>它在 12 月份的马拉松式投资者日简报会上提供了大量答案。该公司推出了一系列大制作电影，包括 3 月 5 日上映的《拉亚与最后的龙》，这些电影将在其新兴的流媒体服务和影院上映，作为直接面向消费者的举措的一部分。未来几年，Disney+ 将汇集 10 部新的漫威剧集、10 部新的《星球大战》剧集、15 部皮克斯和迪士尼动画和真人剧集，以及 15 部迪士尼-皮克斯电影，这些电影将被重新命名为 Disney+ Original。</blockquote> As of Dec. 2, Disney+ had 86.8 million paid subscribers, and Disney expects that figure to balloon to 230 million to 260 million by the end of 2024. Including Hulu and ESPN+, total world-wide direct-to-consumer subscribers should reach 300 million to 350 million by the end of 2024.<blockquote>截至 12 月 2 日，Disney+ 拥有 8680 万付费用户，迪士尼预计到 2024 年底，这一数字将激增至 2.3 亿至 2.6 亿。包括Hulu和ESPN+在内，到2024年底，全球直接面向消费者的用户总数应达到3亿至3.5亿。</blockquote> It might be a stretch for Disney+ to top 100 subscribers in Q1, but plenty of analysts are looking for sustained growth.<blockquote>Disney+ 在第一季度跻身前 100 名用户可能需要一段时间，但许多分析师正在寻求持续增长。</blockquote> What to expect<blockquote>期待什么</blockquote> Earnings:Analysts polled by FactSet on average expect a loss of 33 cents a share, which would be a decline from $1.53 a share in the first quarter of 2019. The estimate has plummeted from a penny a share on Sept. 30.<blockquote>收益：FactSet 调查的分析师平均预计每股亏损 33 美分，低于 2019 年第一季度的每股 1.53 美元。该估值已从 9 月 30 日的每股 1 美分暴跌。</blockquote> Contributors to Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, are also projecting a loss of -33 cents a share on average.<blockquote>Estimize 是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，该平台的贡献者也预计平均每股亏损 33 美分。</blockquote> Revenue:Analysts on average expect Disney to report $15.89 billion in first-quarter revenue, according to FactSet, down from $20.86 billion the year before.<blockquote>收入：FactSet 的数据显示，分析师平均预计迪士尼第一季度营收为 158.9 亿美元，低于去年同期的 208.6 亿美元。</blockquote> Estimize contributors are expecting revenue of $15.89 billion.<blockquote>预计贡献者预计收入为 158.9 亿美元。</blockquote> Stock movement:Through Friday, shares are up 28.5% over the past 12 months, giving it a market value of $327 billion. The S&amp;P 500 indexSPX,+0.39%has increased 17% in the past year.<blockquote>股票变动：截至周五，该公司股价在过去 12 个月中上涨了 28.5%，市值达到 3270 亿美元。标普500指数SPX,+0.39%在过去一年中上涨了17%。</blockquote> What analysts are saying<blockquote>分析师怎么说</blockquote> • “We now expect Disney+ to end FQ1 with 95m subs from 90m prior, and vs. 86.8m reported as of December 2, as we are encouraged by third-party data. According to Apptopia, Disney+ mobile MAUs have increased from 33m as of December 2 to 50m as of January 2, with substantial growth coming from Brazil and Mexico.” — JPMorgan analyst Alexia Quadrani, while maintaining an overweight rating and hiking price target to $210 from $175 on Jan. 11.<blockquote>- “我们现在预计 Disney+ 第一季度末的订阅用户数量将从之前的 9000 万增加到 9500 万，而截至 12 月 2 日的报告用户数量为 8680 万，这让我们感到鼓舞。根据 Apptopia 的数据，Disney+ 移动端 MAU 已从 12 月 2 日的 3300 万增加到 1 月 2 日的 5000 万，其中巴西和墨西哥的大幅增长”。- 摩根大通分析师 Alexia Quadrani，同时维持跑赢大盘评级，并将目标价从 1 月 11 日的 175 美元上调至 210 美元。</blockquote> • “We were wrong… We were simply blown away [on investor day] by the depth of content being created for Disney+ (and the dollars behind it). Increasing content spend on Disney+ to over $8 billion by 2024 compared to a target of $4 billion set just a year ago is a dramatic acceleration.” — Lightshed Partners analyst Richard Greenfield, upgrading Disney’s rating to neutral from sell on Jan. 8.<blockquote>- “我们错了.我们只是（在投资者日）被为 Disney+ 创作的内容深度（以及其背后的资金）所震撼。到 2024 年，Disney+ 的内容支出将超过 80 亿美元，而一年前设定的目标是 40 亿美元，这是一个戏剧性的加速。”- Lightshed Partners 分析师理查德-格林菲尔德（Richard Greenfield）于 1 月 8 日将迪士尼的评级从卖出上调至中性。</blockquote> • “We maintain Buy on differentiated assets, direct-to-consumer momentum (Star/Star+ launches and more Disney+ markets in 2021; content investment should also benefit consumer products/licensing and Parks), and out-years post-COVID recovery at Parks (we expect<blockquote>- “我们维持对差异化资产的购买、直接面向消费者的势头（2021 年将推出 Star/Star+ 和更多 Disney+ 市场；内容投资也应有利于消费品/授权和乐园），以及乐园在 COVID 后的超出年度复苏（我们预计</blockquote> pent-up demand on leaner cost base).” — Truist Securities analyst Matthew Thornton, maintaining a buy rating and raising price target to $195 from $175 on Jan. 5.<blockquote>在更精简的成本基础上被压抑的需求）。- Truist Securities 分析师 Matthew Thornton 维持买入评级，并将目标价从 1 月 5 日的 175 美元上调至 195 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"http://cms.laohu8.com/web/news/detail-add\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"http://cms.laohu8.com/web/news/detail-add","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2109725367","content_text":"Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday\nWalt Disney Co. has managed to adroitly navigate the pandemic despite being hamstrung by shuttered amusement parks and an indefinite pause in live-action productions.\nPropelled by its streaming service, the Magic KingdomDIS,+0.52%should post respectable fiscal first-quarter results on Thursday.\nStill, how does Disney fend off the likes of Apple Inc.’s Apple TV+, Netflix Inc.,Comcast Corp.’s Peacock, Amazon.com Inc.’s Prime Video, AT&T Inc.’s HBO Max, and others while Disney operates at less than full strength?\nIt offered plenty of answers in Decemberduring a marathon investor day briefing. It unfurled a slate of big-budget movies — including “Raya and the Last Dragon” in March 5 — will open on its burgeoning streaming service and in theaters as part of a direct-to-consumer push. In coming years, Disney+ will be home to a fire hose of 10 new Marvel series, 10 new “Star Wars” series, 15 animated and live-action Pixar and Disney series, and 15 Disney-Pixar films that will be newly branded as Disney+ Original.\nAs of Dec. 2, Disney+ had 86.8 million paid subscribers, and Disney expects that figure to balloon to 230 million to 260 million by the end of 2024. Including Hulu and ESPN+, total world-wide direct-to-consumer subscribers should reach 300 million to 350 million by the end of 2024.\nIt might be a stretch for Disney+ to top 100 subscribers in Q1, but plenty of analysts are looking for sustained growth.\nWhat to expect\nEarnings:Analysts polled by FactSet on average expect a loss of 33 cents a share, which would be a decline from $1.53 a share in the first quarter of 2019. The estimate has plummeted from a penny a share on Sept. 30.\nContributors to Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, are also projecting a loss of -33 cents a share on average.\nRevenue:Analysts on average expect Disney to report $15.89 billion in first-quarter revenue, according to FactSet, down from $20.86 billion the year before.\nEstimize contributors are expecting revenue of $15.89 billion.\nStock movement:Through Friday, shares are up 28.5% over the past 12 months, giving it a market value of $327 billion. The S&P 500 indexSPX,+0.39%has increased 17% in the past year.\nWhat analysts are saying\n• “We now expect Disney+ to end FQ1 with 95m subs from 90m prior, and vs. 86.8m reported as of December 2, as we are encouraged by third-party data. According to Apptopia, Disney+ mobile MAUs have increased from 33m as of December 2 to 50m as of January 2, with substantial growth coming from Brazil and Mexico.” — JPMorgan analyst Alexia Quadrani, while maintaining an overweight rating and hiking price target to $210 from $175 on Jan. 11.\n• “We were wrong… We were simply blown away [on investor day] by the depth of content being created for Disney+ (and the dollars behind it). Increasing content spend on Disney+ to over $8 billion by 2024 compared to a target of $4 billion set just a year ago is a dramatic acceleration.” — Lightshed Partners analyst Richard Greenfield, upgrading Disney’s rating to neutral from sell on Jan. 8.\n• “We maintain Buy on differentiated assets, direct-to-consumer momentum (Star/Star+ launches and more Disney+ markets in 2021; content investment should also benefit consumer products/licensing and Parks), and out-years post-COVID recovery at Parks (we expect\npent-up demand on leaner cost base).” — Truist Securities analyst Matthew Thornton, maintaining a buy rating and raising price target to $195 from $175 on Jan. 5.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":915,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/389619699"}