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Disney stock is up big today
Posted on 2/8/24 at 12:43 pm
Posted on 2/8/24 at 12:43 pm
Thanks to who ever here said when Disney is under 90 load up. I bought at 89, 85, and 80. Portfolio is loving this
3
Posted on 2/8/24 at 12:47 pm to tigerbacon
Musk rumors
Posted on 2/8/24 at 1:34 pm to The Mick
I have a hard time believing this continues, unless they have an ace up their sleeve. Their theme park business will take a giant hit in 25 when epic universe opens and Disney’s latest E-ticket attractions are 4yrs old. Tiana may attract some, but I don’t think the re-theme will have the same pop.
Even if they started with some of the plans that have been rumored, the soonest any of that will be ready is 26.
Even if they started with some of the plans that have been rumored, the soonest any of that will be ready is 26.
Posted on 2/8/24 at 1:46 pm to TJG210
I could see that sports app being a massive pull for many. Should disrupt cable even more than it has.
Posted on 2/8/24 at 2:06 pm to Billy Blanks
Again Disney below 90 is a buy, above 90 I don’t touch. But I do like that advice I got here
Posted on 2/8/24 at 2:36 pm to tigerbacon
I bought it on the 16th @ 91 based off of Prof G recommendation. 
Posted on 2/8/24 at 6:34 pm to Billy Blanks
quote:
I could see that sports app being a massive pull for many.
Posted on 2/9/24 at 8:54 am to Billy Blanks
quote:
I could see that sports app being a massive pull for many. Should disrupt cable even more than it has.
If the rumors are true that the sports app will be priced 20-40 a month, then they will be losing money for quite a while as they ramp up pricing. I would think with the bidding wars that occurred to get broadcast rights it probably needs to be closer to 75 a month to combine all of their services.
This model did work for YTTV, however I believe they are still losing money.
Posted on 2/9/24 at 9:30 am to UltimaParadox
quote:
I would think with the bidding wars that occurred to get broadcast rights it probably needs to be closer to 75 a month to combine all of their services.
Where did you pull that from? $75 will kill this project in a heartbeat. ESPN was around $10 per subscriber in the cable model.
Charter and Comcast are the largest at 14.1 million customers each, YTTV comes in 4th at 8 million.
There is no chance people will give up cable or streaming cable for a $75 sports only package, unless ESPN/FOX/etc. remove their content from cable.
Posted on 2/9/24 at 9:37 am to DarthRebel
I’m cured of the sports addiction.
I’ll watch it if it is on when I am home, but I will not flit about trying to cobble together all sorts of streaming apps to make sure I don’t miss anything.
I gave up live sports a few years ago, and now they want to make me work to watch sports on TV.
Whatever
I’ll watch it if it is on when I am home, but I will not flit about trying to cobble together all sorts of streaming apps to make sure I don’t miss anything.
I gave up live sports a few years ago, and now they want to make me work to watch sports on TV.
Whatever
This post was edited on 2/9/24 at 9:38 am
Posted on 2/9/24 at 9:50 am to DarthRebel
quote:
$75 will kill this project in a heartbeat. ESPN was around $10 per subscriber in the cable model.
That is why it will be a loss leader for a few years. The closer to 10 dollars a month for ESPN that people complained about when YTTV lost access to ESPN is spread out over the millions of cable subscribers. It will take a long time for the service to ramp up in users. Plus streaming services are direct overhead to the company itself with standing up the infrastructure etc, that will I guess be a shared cost between the companies.
Plus now ESPN/Fox/Etc are going to split this revenue?
I will have to find the article, but I remember reading a while back based on the number of people who actually watch ESPN and not just pay for it via their cable sub. ESPN needed something like 27-30 dollars a month from each sports watcher to offset their losses if cable was to go away.
Posted on 2/9/24 at 10:12 am to UltimaParadox
quote:
If the rumors are true that the sports app will be priced 20-40 a month, then they will be losing money for quite a while as they ramp up pricing. I would think with the bidding wars that occurred to get broadcast rights it probably needs to be closer to 75 a month to combine all of their services
I see it the same way.
Sports programming was driving all of the cable/satellite rate hikes for decades.
Even non sports fans are forced to kick in whether they watch sports or not.
Going to a subscription only model appears inevitable with current trends. But it isn't going to initially be financially better (revenue doesn't get better when people who were forced to pay for your product no longer have that gun to their head).
The college football model has been built around TV sets in markets the past couple of decades because of the "forced pricing" model still in use today.
Switch to a subscription model and a market like St.Louis could be lost in terms of college football (maybe not because st Louis is a great sports town. But college football is low man in that town which is kind of the point).
Posted on 2/9/24 at 10:23 am to UltimaParadox
quote:
27-30 dollars a month from each sports watcher
That will still be a stretch for sports only and most consumers will not opt for it, or they will pay for only the seasons (Fall, Winter, Spring, Summer) that matter to them.
Netflix -- $6.99 - $22.99 - 260 million
Disney - $7.99 - $13.99 - 150 million
Hulu -- $7.99/$17.99 - 48.5 million
Prime -- $14.99/$17.99 - 200+ million
HBOMax -- $9.99/$15.99/$19.99 - 95 million
Paramount+ -- $5.99/$11.99 - 63.4 million
Peacock -- $5.99/$11.99 - 31 million
AppleTV -- $6.99 - 25 million
ESPN+ -- $10.99 - 26 million
It will have to stay in the $10-$20 range, unless they are willing to gamble on removing from cable.
Posted on 2/9/24 at 4:18 pm to tigerbacon
This is the Must meme stock bump, the fundamentals have not changed for Disney. Fingers cross Peltz can win his proxy fight.
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