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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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 Analysis: Box Office Success Of Disney Movies Has Trickle-down Benefits

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 Analysis

Summary:
  • This year has been kind to Disney-made movies. Disney has three billion-dollar grossing movies, Zootopia, Captain America: Civil War, and Finding Dory.
  • Strange is another blockbuster hit judging by its global weekend gross of $325 million.
  • Disney’s stock should trade higher when investors appreciate that it now owns the top four biggest grossing movies this year.
  • Successful movies has trickle-down benefits. Licensing streaming and TV rights of hit movies also benefits the Consumer Goods and Media Networks divisions of Disney.
  • Disney’s stock has positive short and near-term algorithmic forecasts.

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