ElonMust
2021-02-08
Omg
Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?<blockquote>迪士尼财报预览：Disney+能否保持强劲的步伐来维持魔法王国？</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":389697361,"tweetId":"389697361","gmtCreate":1612761278253,"gmtModify":1703764687387,"author":{"id":3571535716505728,"idStr":"3571535716505728","authorId":3571535716505728,"authorIdStr":"3571535716505728","name":"ElonMust","avatar":"https://static.tigerbbs.com/b1e24b9d2a17c6fc913c9f771117c376","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Omg</p></body></html>","htmlText":"<html><head></head><body><p>Omg</p></body></html>","text":"Omg","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/389697361","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>迪士尼财报预览：Disney+能否保持强劲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":"<p>Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday</p><p><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></p><p> 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.</p><p><blockquote>尽管受到游乐园关闭和真人制作无限期暂停的阻碍，华特迪士尼公司仍成功地巧妙地应对了这一流行病。</blockquote></p><p> Propelled by its streaming service, the Magic KingdomDIS,+0.52%should post respectable fiscal first-quarter results on Thursday.</p><p><blockquote>在其流媒体服务the Magic KingdomDIS的推动下，+0.52%应该会在周四公布可观的第一财季业绩。</blockquote></p><p> Still, 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?</p><p><blockquote>尽管如此，迪士尼如何抵御苹果公司的苹果TV+、Netflix公司、Comcast公司的Peacock、亚马逊公司的Prime Video、AT&T公司的HBO Max等公司在迪士尼运营的情况下还没有完全发挥作用？</blockquote></p><p> 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.</p><p><blockquote>它在12月马拉松式的投资者日简报会上提供了大量答案。它推出了一系列大预算电影——包括3月5日的《拉亚和最后的龙》——将在其蓬勃发展的流媒体服务和影院上映，作为直接面向消费者的宣传的一部分。在未来几年，迪士尼+将成为10部新漫威系列、10部新《星球大战》系列、15部动画和真人版皮克斯和迪士尼系列以及15部迪士尼-皮克斯电影的所在地，这些电影将被新命名为迪士尼+原创。</blockquote></p><p> 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.</p><p><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将达到3亿至3.5亿。</blockquote></p><p> It might be a stretch for Disney+ to top 100 subscribers in Q1, but plenty of analysts are looking for sustained growth.</p><p><blockquote>Disney+在第一季度达到前100名订阅者可能还有一段路要走，但许多分析师都在寻求持续增长。</blockquote></p><p> What to expect</p><p><blockquote>期待什么</blockquote></p><p> <b>Earnings:</b>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.</p><p><blockquote><b>收益：</b>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。这一预期已从9月30日的每股1美分大幅下降。</blockquote></p><p> 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.</p><p><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，其贡献者也预计平均每股亏损-33美分。</blockquote></p><p> <b>Revenue:</b>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.</p><p><blockquote><b>收入：</b>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></p><p> Estimize contributors are expecting revenue of $15.89 billion.</p><p><blockquote>Estimize贡献者预计收入为158.9亿美元。</blockquote></p><p> <b>Stock movement:</b>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.</p><p><blockquote><b>股票变动：</b>截至周五，该公司股价在过去12个月内上涨了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></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> • “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.</p><p><blockquote>•“我们现在预计Disney+在第一季度结束时的用户数量将从之前的9000万增加到9500万，而截至12月2日报告的用户数量为8680万，因为我们受到第三方数据的鼓舞。根据Apptopia的数据，Disney+移动用户数量已从3300万增加到截至1月2日的5000万，其中巴西和墨西哥大幅增长。”-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></p><p> • “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.</p><p><blockquote>•“我们错了……我们只是（在投资者日）被为Disney+创建的内容深度（及其背后的美元）所震惊。到2024年，Disney+的内容支出将增加到超过80亿美元，而一年前设定的目标是40亿美元，这是一个巨大的加速。”-Lightshed Partners分析师Richard Greenfield于1月8日将迪士尼评级从卖出上调至中性。</blockquote></p><p> • “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</p><p><blockquote>•“我们维持对差异化资产、直接面向消费者的势头（2021年Star/Star+推出和更多迪士尼+市场；内容投资也应有利于消费品/授权和公园）以及新冠疫情后几年公园的复苏（我们预计</blockquote></p><p> 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.</p><p><blockquote>成本基础较低时被压抑的需求）。”-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></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?<blockquote>迪士尼财报预览：Disney+能否保持强劲的步伐来维持魔法王国？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney earnings preview: Can Disney+ maintain its torrid pace to sustain the Magic Kingdom?<blockquote>迪士尼财报预览：Disney+能否保持强劲的步伐来维持魔法王国？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-08 11:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Propelled by its streaming service, the Magic Kingdom should post respectable fiscal first-quarter results on Thursday</p><p><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></p><p> 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.</p><p><blockquote>尽管受到游乐园关闭和真人制作无限期暂停的阻碍，华特迪士尼公司仍成功地巧妙地应对了这一流行病。</blockquote></p><p> Propelled by its streaming service, the Magic KingdomDIS,+0.52%should post respectable fiscal first-quarter results on Thursday.</p><p><blockquote>在其流媒体服务the Magic KingdomDIS的推动下，+0.52%应该会在周四公布可观的第一财季业绩。</blockquote></p><p> Still, 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?</p><p><blockquote>尽管如此，迪士尼如何抵御苹果公司的苹果TV+、Netflix公司、Comcast公司的Peacock、亚马逊公司的Prime Video、AT&T公司的HBO Max等公司在迪士尼运营的情况下还没有完全发挥作用？</blockquote></p><p> 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.</p><p><blockquote>它在12月马拉松式的投资者日简报会上提供了大量答案。它推出了一系列大预算电影——包括3月5日的《拉亚和最后的龙》——将在其蓬勃发展的流媒体服务和影院上映，作为直接面向消费者的宣传的一部分。在未来几年，迪士尼+将成为10部新漫威系列、10部新《星球大战》系列、15部动画和真人版皮克斯和迪士尼系列以及15部迪士尼-皮克斯电影的所在地，这些电影将被新命名为迪士尼+原创。</blockquote></p><p> 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.</p><p><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将达到3亿至3.5亿。</blockquote></p><p> It might be a stretch for Disney+ to top 100 subscribers in Q1, but plenty of analysts are looking for sustained growth.</p><p><blockquote>Disney+在第一季度达到前100名订阅者可能还有一段路要走，但许多分析师都在寻求持续增长。</blockquote></p><p> What to expect</p><p><blockquote>期待什么</blockquote></p><p> <b>Earnings:</b>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.</p><p><blockquote><b>收益：</b>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。这一预期已从9月30日的每股1美分大幅下降。</blockquote></p><p> 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.</p><p><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，其贡献者也预计平均每股亏损-33美分。</blockquote></p><p> <b>Revenue:</b>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.</p><p><blockquote><b>收入：</b>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></p><p> Estimize contributors are expecting revenue of $15.89 billion.</p><p><blockquote>Estimize贡献者预计收入为158.9亿美元。</blockquote></p><p> <b>Stock movement:</b>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.</p><p><blockquote><b>股票变动：</b>截至周五，该公司股价在过去12个月内上涨了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></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> • “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.</p><p><blockquote>•“我们现在预计Disney+在第一季度结束时的用户数量将从之前的9000万增加到9500万，而截至12月2日报告的用户数量为8680万，因为我们受到第三方数据的鼓舞。根据Apptopia的数据，Disney+移动用户数量已从3300万增加到截至1月2日的5000万，其中巴西和墨西哥大幅增长。”-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></p><p> • “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.</p><p><blockquote>•“我们错了……我们只是（在投资者日）被为Disney+创建的内容深度（及其背后的美元）所震惊。到2024年，Disney+的内容支出将增加到超过80亿美元，而一年前设定的目标是40亿美元，这是一个巨大的加速。”-Lightshed Partners分析师Richard Greenfield于1月8日将迪士尼评级从卖出上调至中性。</blockquote></p><p> • “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</p><p><blockquote>•“我们维持对差异化资产、直接面向消费者的势头（2021年Star/Star+推出和更多迪士尼+市场；内容投资也应有利于消费品/授权和公园）以及新冠疫情后几年公园的复苏（我们预计</blockquote></p><p> 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.</p><p><blockquote>成本基础较低时被压抑的需求）。”-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></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://cms.laohu8.com/web/news/detail-add\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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":1306,"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/389697361"}
精彩评论