DIS Stock Forecast: Clash of the Media Titans

The article was written by Isabelle Tao, a Financial Analyst at I Know First.

     

    Highlights

    • Disney will be a strong competitor to Netflix in the long term after Fox acquisition

    • Disney movies are not easily replaceable and will continue to drive its growth

    • Hulu and ESPN’s losses should caution investors, but Disney is shifting itself strategically to the streaming service.

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Disney and Comcast’s Expensive, Never Ending Battle Over 21st Century Fox

 

This article was written by Grant Goldstein, a Financial Analyst at I Know First

   

Highlights:

  • Disney and Comcast Bid for FOXA
  • Why FOXA is so Desiarable
  • Bullish Forecast for FOXA
I Know First.  

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Disney Stock Forecast (NYSE: DIS): Marvel Is Disney’s Infinite Gold Mine

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Disney Stock Forecast

Summary:

  • Disney’s movie ticket sales and merchandise licensing business has a strong tailwind from its Marvel Cinematic Universe franchise. Licensing its intellectual property is a $3.2 billion/year business for Disney.
  • After the massive $1.33 billion success of Black Panther, Disney’s Avengers: Infinity War is another giant blockbuster movie.
  • Avengers: Infinity War posted a new record in U.S. domestic opening weekend box office revenue with $250 million in estimated ticket sales.
  • Avengers: Infinity War is also a big hit in foreign markets. Its 3-day opening weekend gross is $380 million. This international gross is without China’s contribution.
  • Disney’s stock has a neutral signal from I Know First. However, I rate DIS as a buy because I know hit Marvel movies also leads to increased merchandise licensing.

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Disney Stock Forecast: Disney Doesn’t Need British Firm Sky, It has Hulu

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Netflix Stock Predictions

Summary:
  • Comcast ignited a bidding war for Sky Broadcasting, adding spice to Disney’s $52 billion buyout of Twenty-First Century Fox Film/TV assets.
  • Comcast’s offer of $31 billion for Sky is 12.50 pounds per share, or $31 billion.
  • Comcast’s bid is notably higher than the 10.75 pounds per share offer of the Murdoch group for the 61% of Sky that Twenty-First Century Fox doesn’t own.
  • To avoid a bidding war, Disney can just exclude Sky from its deal with Twenty-First Century Fox. Disney can focus on growing Hulu and its own SVOD services.
  • The film/TV library of Twenty-First Century fox is more important than that company’s 39% stake in Sky.

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Netflix Stock Predictions: Netflix Can Survive and Flourish Even Without Disney’s Content

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Netflix Stock Predictions

Summary:
  • Disney has announced that it will stop licensing its movies to Netflix and will start its own streaming service in 2019.
  • This revelation caused NFLX to drop more than 4% yesterday. A rival streaming service from Disney two years from is certainly a cause for concern.
  • However, that’s two years from now. By that time, Netflix will have created its own library of original content so it can survive future competition from Disney.
  • I therefore conclude that the bearish cloud over NFLX is not going to last long. The long-term growth story of NFLX is still intact.
  • Netflix has already invested billions of dollars in original contents. It can also spend billions of dollars more to buy IP owners like comics publisher Millarworld.

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Disney Stock Forecast: Disney Can Weather The Dark Cloud Over ESPN

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

DIS Stock Forecast

Summary:

  • The obvious trend favoring cord-cutters is a dark cloud over cable channels like ESPN.
  • However, Disney has other assets with growing business to offset the emerging troubles of ESPN.
  • ESPN is still the second-most valuable sports brand. It will lose subscribers but it will remain a long-term accretive business for Disney.
  • I expect Disney to beat street estimates when it reports its Q3 2017 ER this coming August 8.
  • I Know First still has positive, near, intermediate and long-term algorithmic forecasts for Disney.

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Disney Stock Prediction: Strong Box Office Performance Is A Tailwind For Disney

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

DIS Stock Prediction

Summary:
  • In spite of a hacker threat that Disney’s latest Pirates of the Caribbean film was stolen and was held for ransom, the movie is topping U.S. and international box office charts.
  • Pirates of the Caribbean: Dead Men Tell No Tales’ four-day U.S. gross sales is $77 million. The global release also took in $208.4 million.
  • Movies are not Disney’s major revenue generators, but their success or failure usually influences the stock more than the Parks & Recreation division.
  • The Studio & Entertainment segment, which covers movies, delivered 28.17% growth last year. It was the best performing division of Division.
  • DIS has positive market trend algorithmic forecasts. They are signaling a buy for Disney’s stock.

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