Disney Inc.

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SKU: DIS-1-1 Category:

Description

Disney delivered a result higher than market expectations and the biggest relief for Wall Street after the Netflix results debacle was the jump in Disney+ subscribers. The company saw Disney+ subscriptions rise to 137.7 million and around 205 million total subscriptions, up 9.2 million from the previous quarter. This includes 7.9 million Disney+ subscribers, putting them on track to reach 230 million to 260 million Disney+ subscribers by the end of fiscal 2024. The company’s parks, experiences and products segment saw revenues more than double to $6.7 billion during the quarter. However, there is little doubt that the Covid-19 has taken a long-term toll on the theme parks business particularly in Asia. The management is ecstatic to take the next step in their ambitious expansion plan at Disneyland Paris, with the opening of Avengers Campus this summer as part of the resort’s 30th-anniversary celebrations. Disney’s strategy of maintaining streaming growth and dealing with recessionary headwinds is yet to be seen. We give the company’s stock a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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