Disney witnessed a better-than-expected quarter surpassing Wall Street expectations and showing a marked improvement in earnings. Apart from games licensing revenues, the success of Disney+ was another big driver. The OTT platform has outperformed the management expectations and can pose a significant threat to Netflix’s leadership position given its current subscriber growth. Studio entertainment is also expected to show some recovery in the coming quarter. Disney’s franchise portfolio includes names like Marvel and Star Wars which are eternal cash cows. With the resumption of theatrical releases of films and the long-awaited Marvel feature, Black Widow coming out, the company’s cinema business is finally able to see a light at the end of the COVID-19 tunnel. We expect the company to recover well from the pandemic with the reopening of its theme parks, robust pipeline of original content, and continued subscriber growth on Disney+.
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
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