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So the market is down 20% from it's ALL-TIME high, but read this Disney related
Posted on 4/12/20 at 11:26 pm
Posted on 4/12/20 at 11:26 pm
article .... DISNEY and the shape they are in:
LINK
and this isn't 20% off some avg market, this is 20% off a booming market that recently made this all-time high.... I sometimes feel like the market has barely adjusted for this event at all....
LINK
and this isn't 20% off some avg market, this is 20% off a booming market that recently made this all-time high.... I sometimes feel like the market has barely adjusted for this event at all....
This post was edited on 4/12/20 at 11:27 pm
6
Posted on 4/13/20 at 5:25 am to Zilla
Article is behind a paywall.
However, Disney is. It fighting for its life. It’s too big and too beloved to fail. This may shift how they operate temporarily but that is it.
However, Disney is. It fighting for its life. It’s too big and too beloved to fail. This may shift how they operate temporarily but that is it.
Posted on 4/13/20 at 5:32 am to SECdragonmaster
quote:explain how they are too big to fail.
It’s too big to fail.
Posted on 4/13/20 at 6:10 am to Zilla
I always thought that Apple buying out Disney made a lot of sense
Posted on 4/13/20 at 6:32 am to SECdragonmaster
Disney is not “too big to fail”. However, they are iconic and I would presume could get emergency financing relief if required given the numerous assets they hold so I expect they weather the storm.
Posted on 4/13/20 at 7:31 am to Spirit of Dunson
quote:
explain how they are too big to fail.
They own 1/3 of the major networks.
They own ESPN.
They own almost every popular children’s movie for 50 years.
Do you think America is going to suddenly stop desiring entertainment?
Look at the Disney + dominating Netflix in just months. Netflix started the model and now they are Disney’s whipping post.
Posted on 4/13/20 at 7:37 am to lynxcat
yeah, I don't see them goign anywhere.
ESPN....not sure if it is Disney's fault or not...but it sucks now (not bc of Corona. It's been going downhill for the past few years).
More people I know listen to sports podcasts (barstool) and radio than watch ESPN's daily sports talk shows (bc they turned in to political/racial talk shows).
Disney +, The parks (which will come back) and Movie's (will come back) are all amazing
ESPN....not sure if it is Disney's fault or not...but it sucks now (not bc of Corona. It's been going downhill for the past few years).
More people I know listen to sports podcasts (barstool) and radio than watch ESPN's daily sports talk shows (bc they turned in to political/racial talk shows).
Disney +, The parks (which will come back) and Movie's (will come back) are all amazing
This post was edited on 4/13/20 at 7:38 am
Posted on 4/13/20 at 7:41 am to SECdragonmaster
quote:
Look at the Disney + dominating Netflix in just months. Netflix started the model and now they are Disney’s whipping post.
Where are you getting this from? Just some numbers? Bc households across The globe generally prefer Netflix over Disney+.
Posted on 4/13/20 at 7:45 am to boomtown143
They definitely aren't going anywhere.
It will be interesting to see how movie theaters recover after all this, I think a lot of people will get use to not going to the theaters.
And I wouldn't say Netflix is Disney+ whipping post. They have about still have way less subscribers and are half the price. What happens when Disney+ starts raising the price or when people's Verizon year free trails start running out?
It will be interesting to see how movie theaters recover after all this, I think a lot of people will get use to not going to the theaters.
And I wouldn't say Netflix is Disney+ whipping post. They have about still have way less subscribers and are half the price. What happens when Disney+ starts raising the price or when people's Verizon year free trails start running out?
Posted on 4/13/20 at 7:47 am to Dr.Funke
quote:
What happens when Disney+ starts raising the price or when people's Verizon year free trails start running out?
People are getting rid of cable.
People will kids will still pay (barring it's not some obscene price).
Look at how expensive there Parks are....people still pay and they are packed.
Posted on 4/13/20 at 7:49 am to SECdragonmaster
quote:can't speak to the whole point you were making, but this specific part of your post is garbage.
Look at the Disney + dominating Netflix in just months. Netflix started the model and now they are Disney’s whipping post.
Posted on 4/13/20 at 8:15 am to castorinho
On the surface that statement is bad but Disney+ is doing way better than they originally estimated. They are at 50M subscribers (in less than 5 months) and their goal was 60M-90M in 5 years. Netflix is around 167M subscribers so Netflix is still king in this circle but the momentum is all on Disney+ side.
All that being said, Disney stock should be tumbling badly. The OP's article really outlines it. The bigger issue currently is when will parks and cruises re-open. That is a huge unknown that could be far off but ESPN money could be up big once sports are back especially if fans aren't allowed in the stands.
LINK - Goal
LINK - 50M as of Wednesday
All that being said, Disney stock should be tumbling badly. The OP's article really outlines it. The bigger issue currently is when will parks and cruises re-open. That is a huge unknown that could be far off but ESPN money could be up big once sports are back especially if fans aren't allowed in the stands.
LINK - Goal
LINK - 50M as of Wednesday
Posted on 4/13/20 at 8:16 am to SECdragonmaster
I get that they are big and beloved, and I agree that they will survive this... But "too big to fail" implies some sort of structurally important institution or a firm interwoven into other companies that we have an interest in keeping solvent. I just didn't get that from Disney.
Posted on 4/13/20 at 8:21 am to bod312
Disney could double the price of Disney+ and probably only lose 5% of subscribers. I think this is going to be HUGE for them long term as families can just put it on that app and let it ride.
Posted on 4/13/20 at 8:26 am to bod312
quote:but what does that have to do with crushing Netflix?
On the surface that statement is bad but Disney+ is doing way better than they originally estimated.
In our household, we have both and we don't see them as substitutes at all.
Fwiw I'm bullish on both Disney and Netflix.
Posted on 4/13/20 at 8:31 am to Zilla
If they would fail then what would happen to all of these Disney vacation club owners that have spent tens of thousands of dollars on time shares? I don't see Disney going under. They can always increase those monthly maintenance fees that all these club owners are obligated to pay.
Posted on 4/13/20 at 8:36 am to SECdragonmaster
quote:
They own 1/3 of the major networks.
They own ESPN.
They own almost every popular children’s movie for 50 years.
Do you think America is going to suddenly stop desiring entertainment?
Look at the Disney + dominating Netflix in just months. Netflix started the model and now they are Disney’s whipping post.
If this means the taxpayers should have to support bailing them out, you are crazy. They are an entertainment industry. That doesn't qualify as "too big to fail"
Posted on 4/13/20 at 8:42 am to bod312
quote:
On the surface that statement is bad but Disney+ is doing way better than they originally estimated. They are at 50M subscribers (in less than 5 months) and their goal was 60M-90M in 5 years. Netflix is around 167M subscribers so Netflix is still king in this circle but the momentum is all on Disney+ side.
Have they indicated how many of these subscribers are paying subscribers vs free via verizon?
Posted on 4/13/20 at 8:57 am to tigersfan1989
quote:
If they would fail then what would happen to all of these Disney vacation club owners that have spent tens of thousands of dollars on time shares?
who cares? That will be a problem for Disney to handle.
fools and their money are soon parted, someone once said.
Posted on 4/13/20 at 9:04 am to hiltacular
quote:
Have they indicated how many of these subscribers are paying subscribers vs free via verizon?
of course not
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