If I will get lay off , will I get Disney world pass still , for life or something like that ? I like to go there. I like to ride on the ride , take photo with Mickey mous ; and also. I like to have the cotton candy. Tasty, tasty, tasty!!!

https://www.cnbc.com/2023/11/30/nelson-peltz-seeks-two-seats-on-disney-board.html

In a new corporate disclosure, Disney acknowledges that its controversial political and social agenda is costing the company and shareholders. In its annual SEC report, Disney acknowledges that “we face risks relating to misalignment with public... —  read more 

Some on the TV and filmed entertainment side worry that with Iger dangling the possibility of selling ABC and cable networks, a downsizing of Disney's studios could be next Oger and his pals at blackrock and vanguard as well as Susan Arnold and... —  read more 

Disney also said it plans to continue to “aggressively manage” its cost base, increasing its cost-cutting measures by an additional $2 billion to a target of $7.5 billion. https://www.cnbc.com/2023/11/08/disney-dis-earnings-report-q4-2023.html

Disney DIS 2.74% said Wednesday it expects to pay Comcast’s CMCSA NBCUniversal at least $8.61 billion for its stake in Hulu, as the companies continue complex negotiations over the future of the streaming video... —  read more 

Casey Bloys ordered staffers to create fake accounts to fire back at critics, according to text conversations reviewed by Rolling Stone as part of a new... —  read more 

What are the chances we're safe at least for the rest of the year?

As Walt Disney turns 100, investors worry it's beginning to show its age. The share price dropped to its lowest level in nearly nine years as the company stumbles in the age of... —  read more 

So a price target for DIS for me is $57, this level is basically assuming the value in 2011 is inflated to 2023 dollars. 2011 was after the value stabilized from the Great Recession but before DIS went on merger mania in an attempt to own all... —  read more 

This is good news. We desperately need an injection of funds right here in the good old U.S. of A. If that means getting rid of some assets in India, so be it.

This should be that 4th quarter boost we need to keep 2023 from looking so incredibly bad!

Disney Stock Needs a Lift. Activist Investor Nelson Peltz Thinks He Can Provide It. There’s another sequel in the works at Walt Disney but it’s not from Marvel. Activist investor Nelson Peltz is making a second push for a seat on the... —  read more 

I highly recommend it.

since about 2018 it feels like I've received an injurious wedgie with every passing week https://www.newser.com/story/340907/disney-sued-over-injurious-wedgie.html

$80 is the floor for a lot of limit order, so if/when the price dips beneath $80, who knows where the bottom is. something to think about as the hardships haven't even begun yet.

The longer he stays... the further the decline will be. I just cant stand so many talented people being let go. Films and shows deteriorate, Revenue drops, profitability plummets...all the while, management goes on with raises and shares of stock... —  read more 

All but a done deal with Nexstar Looks like it's only ABC, no other properties included (for this deal) Likely to close in the coming weeks, probably sooner Not ideal for Disney but warranted given a desperate situation

https://twitter.com/DiscussingFilm/status/1704127811399856601

ABC and ESPN ratings down 40% from last weekend FY ends Sep 30 Multiple rounds of cuts starting as soon as October, no later than end of December No confirmed total numbers but in the 5-digit territory Studios and DGEC to be hit hardest and most... —  read more 

The only 2 offers for the linear division are from nexstar and byron allen, either of which are valued less than we are going to have to pay for Hulu. Let that sink in…

There's no money for employees, writers, or actors, but there is always money to pay out executive bonuses. Which keep increasing. The greed of those on the top will end Disney.

GEC could be sold off to nexstar for pennies on the dollar. Putting those of us who remain with the new owner in the same category as the CW. I think about where this company was 10 years ago, let alone 3 years ago, and I’m just like WTH happened?... —  read more 

Everyone in the linear industry knows John Malone has been making cable deals since the 70s, and he's currently the primary stakeholder in WBD as well as Charter who is going hard after Iger right now. Meanwhile, Comcast is pushing the Hulu sale up... —  read more 

that was painful...

Hulu sale moved up to this month and currently valued at more money than we have on hand. Get your resumes ready. This is absolutely insane. https://deadline.com/2023/09/hulu-disney-comcast-stake-sale-timeline-moved-up-streaming-billion-1235537919/ —  read more 

...massive layoffs are almost certain. I wish I was wrong, but all is pointing to this. Good luck all and Godspeed.

“Plaintiff brings this action derivatively for the benefit of Nominal Defendant Disney against certain of the Company’s current executive officers and directors aiming to rectify the Defendants’ violations of the Exchange Act and breaches of... —  read more 

Get ready, folks. Today was an unmitigated disaster. Do what you must to prepare. More cuts are coming this winter and they're going to be deep.

I see a lot of bickering but the bottom line is almost a decade's worth of value has disappeared over the last 2 years and the only reason that seems to make any sense is the one that gets SOMEONE here hot under the collar. If you have another... —  read more 

50+ scripted originals added to D+, evading SAG-AFTRA and WGA strikes. hopefully this drives growth but if I were a union member I'd be furious. https://deadline.com/2023/08/disney-plus-emea-50-originals-target-edinburgh-tv-festival-1235525953/

The alternatives are video reach on short form platforms such as those from Meta, X, Alphabet and TikTok. These platforms are certainly growing in audience importance and ad loads. But they are very different in how they work. Watching a show or... —  read more 

Disney is a behemoth that owns most of the primary entertainment franchises of the last 60 years. It’s not wise to bet against the house of the mouse, but Iger knows how to read the market. He knows ESPN and ABC are widely respected sources of news... —  read more 

“It’s a whole different concept, and I just totally disagree with it, and I know my dad and Walt would also very much disagree with it. It’s a disgrace [that the studio is] trying to do something new with something that was such a great success... —  read more 

Ok, so Disney has about $10B in cash and another $10B in available credit, roughly $20B in available monies. The floor for Hulu is valued at $9B. Assuming they don't lose any more money and assuming The Marvels turns out not to be a success on the... —  read more 

Lansberry said Disney has “about $11.5 billion of cash on our balance sheet. We’ve got $10.5 billion worth of revolving credit facilities and commercial paper. And we will have plenty of future cash flow to help fund all of this going forward.” Of... —  read more 

Walt Disney has created a task force to study artificial intelligence and how it can be applied across the entertainment conglomerate, even as Hollywood writers and actors battle to limit the industry's exploitation of the... —  read more 

In a post that was previously removed from this board for some reason, it was noted that Tom Staggs and Kevin Mayer were brought back into the fold by Bob Iger to assist with the sale of their linear division(s). I left a reply on that post noting... —  read more 

early buzz is that earnings are looking... not so great. obviously. but also talk iger and team may announce going the meta route, meaning more layoffs to show wall street they're serious about savings. hulu/d+ will merge in december so that's likely... —  read more