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☆ Disney is releasing a 'Moana' sequel in theaters this Thanksgiving
▼ + stars: | 2024-02-07 | by ( Sarah Whitten | ) www.cnbc.com time to read: +1 min

On Wednesday, Disney CEO Bob Iger revealed that the untitled Disney Animation film slated for Thanksgiving is a sequel to the beloved 2016 film "Moana." Disney's animation studios — Walt Disney Animation and Pixar — have struggled at the box office in the wake of the Covid-19 pandemic. The decision trained parents to seek out new Disney titles on streaming, not theaters, even when Disney opted to return its films to the big screen. As a result, no Disney animated feature from Pixar or Walt Disney Animation has generated more than $480 million at the global box office since 2019. A sequel to "Moana" will arrive about six months after the theatrical release of "Inside Out 2," a sequel to the hit 2015 animated film about what really goes on inside a person's head.

Persons: Bob Iger, Iger, Pixar — Organizations: Disney, Walt Disney Animation, Pixar, CNBC PRO Locations: Polynesia

☆ Just a handful of stocks led the market in 2023. Here's why we still own 35
▼ + stars: | 2023-11-21 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

The stock market this year has been led by just a handful of the biggest and best tech companies. Just look at the S & P 500 market-cap weighted index, which is viewed as a barometer of the overall stock market. Compare that to the much smaller 3% year-to-date increase in the S & P 500 equal-weight index, which treats each company's stocks the same regardless of market value. It's hard to turn off the monitors and wait for your seven stocks to come back after a terrible year. On top of all that, how many experts really knew heading into 2023 that these were the seven names to back the truck up for?

Persons: Jim Cramer, Eli Lilly, Stanley Black, Decker, That's, Morgan Stanley, Will Disney, Bob Iger, Jim Cramer's, Jim, Brendan Mcdermid Organizations: Apple, Microsoft, Nvidia, Honeywell, Linde, LIN, Palo Alto Networks, Oracle, GE Healthcare, Broadcom, Caterpillar, Constellation Brands, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange Locations: China, Ukraine, Palo, Eaton, New York City, U.S

☆ Disney will soon own all of Hulu. Here's how the company got here and what's next.
▼ + stars: | 2023-11-11 | by ( Lucia Moses | ) www.businessinsider.com time to read: +10 min

Disney has offered to pay Comcast $8.6 billion to take full control of Hulu. Disney is already in the process of rolling out a unified app that'll make Hulu's general entertainment content available in Disney+ . "With Hulu firmly in the Disney fold, they can create their own mini-bundle with kids and family (Disney +), general entertainment (Hulu), and sports (ESPN). The valuation also has to take into account that Hulu contains an entire Disney basic cable network, FX on Hulu. Netflix is set to spend $17 billion on entertainment content in 2024, while Disney is poised to spend $15 billion.

Persons: Bob Iger's, —, Bob Iger, Hulu —, what's, Comcast's NBCUniversal, pare, he's, Jonathan Miller, Brian Roberts, there's, Bernstein, Laurent Yoon, Read, Jordan Helman, Max, Puck, Disney, Bernstein's Yoon Organizations: Disney, Comcast, Hulu, Service, YouTube, News, Century Fox, Marvel, Netflix, Integrated Media, ESPN, ABC, LightShed Partners, Warner Bros, Wall, Paramount Global, Paramount, Showtime, HBO Max, Macquarie Equity Research, Media, Disney Disney, Hollywood Locations: Disney, Hulu, Canada, India, Hollywood

Illustration of Walt Disney standing on a stage with both hands on his hips. Chart showing Disney’s monthly share price from January 1973 to Sept. 2023. The chart shows sharp growth starting around 2011 and peaks in 2021 before dropping quickly to a current share price around $81. As Walt Disney Studios 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 streaming.

Persons: Walt, Walt Disney, Disney ”, ”, Chris Pallant, Disney Organizations: Walt Disney, Disney, Walt Disney Studios, Canterbury Christ Church University, United Kingdom . Disney Studios Locations: Canterbury, United Kingdom, Hollywood, New York

☆ Why we’re cautiously optimistic about Disney’s new multibillion dollar theme park investment
▼ + stars: | 2023-09-20 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

We're cautiously optimistic about Disney 's (DIS) decision to invest billions upon billions more into its booming theme parks. DIS 5D mountain DIS stock performance. In a separate note, KeyBanc believes Disney's DPEP segment has a "bright long-term future" after its analysts attended Disney's Investors Summit. Bottom line Disney's moat is its strong intellectual property that it can use to monetize and grow its business. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: We're, Bob Iger, doesn't, Iger, He's, Morgan Stanley, KeyBanc, Jim Cramer's, Jim Cramer, Jim, Joseph Prezioso Organizations: Disney, Disney Parks, Hulu, ESPN, CNBC, Comcast, Penn Entertainment, Investments, Disney's Investors, DIS, Parks &, Anadolu Agency, Getty Locations: Hulu

☆ 3 key questions Disney analysts say CEO Bob Iger faces ahead of earnings, as concerns mount about succession and streaming profits
▼ + stars: | 2023-08-09 | by ( Reed Alexander | Lucia Moses | ) www.businessinsider.com time to read: +12 min

For Disney, Iger's return was a doctor's-orders scenario. "What is the long game for any pure-play media company in a world where we have tech-driven media companies that are much larger than any traditional media company and have fundamentally different business models?" Will Disney sell TV assets like ABC? Industry watchers have focused on private-equity firms as likely buyers of Disney's TV assets. Are you a Disney insider?

Persons: Bob Iger, Bob Chapek, Iger, Disney, Iger's, Peter Csathy, Tom Staggs, Kevin Mayer, Csathy, they're, He's, Paul Verna, Verna, David Heger, Edward Jones, Heger, Hulu —, it's, Dave Portnoy's Barstool, Will, Evercore, Dana Walden, Alan Bergman, Puck, Disney bigwigs, Mayer, Walden, Bergman, Reed Alexander, Lucia Moses Organizations: Disney, ESPN, Walt Disney Co, Hollywood, Creative Media, Apple, PE, Candle Media, Insider Intelligence, Hulu, LightShed Partners, Penn Entertainment, ESPN Bet, Penn, Yahoo Finance, Will Disney, ABC, Geographic, CNBC, Industry, Disney's, Parks

☆ 3 key questions Disney analysts say CEO Bob Iger faces ahead of earnings this week, as concerns mount about succession and streaming profits
▼ + stars: | 2023-08-07 | by ( Reed Alexander | Lucia Moses | ) www.businessinsider.com time to read: +11 min

Persons: Bob Iger, —, Bob Chapek, Iger, Disney, Iger's, Peter Csathy, Tom Staggs, Kevin Mayer, Csathy, they're, He's, Paul Verna, Verna, David Heger, Edward Jones, Heger, Hulu —, Will, it's, Evercore, Dana Walden, Alan Bergman, Puck, Disney bigwigs, Mayer, Walden, Bergman, Reed Alexander, Lucia Moses Organizations: Disney, ESPN, Walt Disney Co, Hollywood, Creative Media, Apple, PE, Candle Media, Insider Intelligence, Hulu, LightShed Partners, Will Disney, ABC, Geographic, CNBC, Industry, Disney's, Parks

☆ ESPN's layoffs underscore its desperate need for a post-cable lifeline, but analysts are split on Disney's streaming plan that puts $20 billion of revenue at risk
▼ + stars: | 2023-07-07 | by ( James Faris | ) www.businessinsider.com time to read: +13 min

But that plan carries serious risk, as it would jeopardize still-sizable cable revenue without guaranteeing that enough sports fans would support such a product. Several other analysts — including Barton Crockett of Rosenblatt Securities, who has a buy rating for Disney shares — seconded those concerns about cannibalizing cable revenue. Nollen estimated 35 million current cable customers would switch to ESPN DTC. ESPN DTC is zero incremental cost and potentially billions in incremental revenue." An ESPN streamer (in light purple) would gradually drive revenue for Disney, Wells Fargo predicts.

Persons: Disney, that's, Jalen Rose, Todd McShay, Bob Iger, Macquarie's Tim Nollen, Nollen, Barton Crockett, —, Crockett, who'd, Will, you've, they'll, William Cohan, Cohan, Joe Bonner, Bonner, Brandon Nispel, Iger, Nispel, We've, Jason Bazinet, Bazinet, Hulu —, Wells Fargo's Steven Cahall, Cahall, Wells Organizations: ESPN, Disney, Bank of America, NBA, Sports, ESPN Disney's ESPN, Rosenblatt Securities, ESPN DTC, Will Disney, Citigroup, NFL, NBC, Apple, Comcast, NBC Sports, Netflix Netflix, Hearst, Argus Research, Netflix, KeyBanc, Hulu, DIS, Wells Fargo Sports Locations: Wells Fargo, it's, Wells, Hulu, Puck

☆ Bob Iger moves fast to dismantle Chapek’s reorganization of Disney
▼ + stars: | 2022-11-21 | by ( Oliver Darcy | ) edition.cnn.com time to read: +3 min

Disney’s shares ended Monday up more than 6% on a day that the Dow Jones was slightly down. Second, Iger is moving fast — not even waiting a full 24 hours to announce sweeping changes — to dismantle Chapek’s reorganization of the company. The speed at which Iger is hurtling is especially remarkable given that Disney’s board only made its overture for Iger to return to the embattled company on Friday. “Over the coming weeks, we will begin implementing organizational and operating changes within the company,” Iger wrote to employees. Looking further into the future, bigger questions abound: What will Disney look like when Iger’s two-year deal is up?

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