Key Takeaways DIS posted $1.3B in full-year streaming operating income, reversing big losses reported just three years ago.Disney's Experiences segment delivered record $10B full-year operating income from strength at U.S. parks.DIS sees double-digit adjusted earnings growth through fiscal 2027 as streaming margins rise steadily longer.Disney (DIS) faces a critical juncture as its streaming segment's profitability is accelerating while theme park operations demonstrate resilience despite industry headwinds. ...

流媒体业务表现 - 迪士尼流媒体订阅用户数在过去五年内几乎翻倍 但美国电视收视份额增长停滞 迪士尼+和Hulu合计仅占美国电视收视份额的4.7% [1] - 迪士尼流媒体收视份额远落后于Netflix的8.3% 在付费流媒体服务中排名第二 且其收视时长仅略高于2021年5月的4.4% 低于2023年夏季5.6%的峰值 [2] - 付费流媒体整体收视增长放缓 而免费流媒体如YouTube收视份额达12.9% 并在持续增长 [2] 财务与市场表现 - 迪士尼直接面向消费者部门在2025财年实现13亿美元营业利润 较前12个月的1.43亿美元大幅增长 [5] - 尽管流媒体收视份额停滞 但公司过去五年连续提价后仍能吸引订阅用户 表明其服务对许多用户而言仍是必需品 [4] - 过去一年公司股价仅上涨3% 大幅落后于标普500指数近17%的涨幅 流媒体收视份额停滞可能是原因之一 [5] 用户参与度的重要性与挑战 - 用户参与度增长至关重要 能降低用户取消订阅的可能性 并有助于提高广告收入和避免涨价后的退订潮 [3] - 迪士尼流媒体业务已成为盈利引擎 但收视份额停滞表明用户参与度增长面临挑战 [5] 未来增长战略 - 公司计划于2026年将Hulu完全整合进迪士尼+ 旨在打造一个超级应用 促进内容交叉观看 [6] - 公司将在其旗舰流媒体服务中添加ESPN内容 以说服体育迷订阅其捆绑套餐 [6] - 公司致力于将迪士尼+打造为“通往迪士尼一切的入口” 并计划整合AI和商业功能 使其成为驱动主题公园和游轮线下访问的“参与度引擎” [7] - 公司与OpenAI合作 从明年起允许粉丝制作迪士尼标志性角色的AI生成短视频片段并在迪士尼+中观看 最终目标是在应用内实现剪辑创作 此举核心是吸引年轻受众并抓住AI增长机遇 [8]

natatravel/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11) This is an abridged transcript of the podcast. Our top story so far, when the shoeshine boy starts giving you tips on precious metals, is it time to get out? It’s been hi-ho silver all December, with the metal up about 33% for the month heading into today. But th ...

Key Takeaways DIS turned streaming profitable in FY25, posting $1.33B in annual operating income after years of losses.DIS delivered $10B operating income from Experiences, with parks demand strong & global expansion underway.Comcast approved a major cable spinoff, but faces revenue pressure and lower earnings expectations for 2026.Disney (DIS) and Comcast (CMCSA) represent two powerhouses in the entertainment and media landscape, each commanding significant market presence through diverse business portfoli ...

Dan Caplinger: I'll tell you Travis, I'm embarrassed to admit this. But when I was five years-old I was a ballet dancer and we did a really dubious version of the original Star Wars and I played Obi-Wan Kenobi. I fully expect somebody to dig back into those archives and figure out a way to bring Dan's ballet back to life after 50 years.Welcome to Motley Fool Money. I am Travis Hoium joined today by Dan Caplinger and Jon Quast. Guys, we have to start with maybe the most fun artificial intelligence story of t ...

市场整体表现 - 道琼斯工业平均指数下跌20.23点，跌幅0.0415%，收于48710.97点[1] - 道指期货下跌97.00点，跌幅0.1980%，报48901.00点，预示市场情绪偏弱[1] - 市场整体情绪不一，缺乏主导性的经济数据或重大政策公告，个股表现和行业特定趋势是主要影响因素，导致交易日相对平淡[1] 领涨成分股 - 耐克股价领涨，涨幅为1.55%[2] - 联合健康集团股价表现强劲，上涨1.17%[2] - 3M公司股价上涨1.09%[2] - 英伟达股价上涨0.78%，家得宝股价上涨0.68%，反映了消费和工业板块的多元化强势[2] 领跌成分股 - 波音公司股价下跌0.90%，是跌幅最大的成分股之一[3] - 麦当劳股价下跌0.85%[3] - 华特迪士尼公司股价下跌0.80%[3] - 高盛集团和摩根大通股价分别小幅下跌0.41%和0.40%，拖累了指数的整体表现[3]

It isn't trendy to be bullish on "The Mouse" these days, but the stock sure is a compelling buy.IMAX (IMAX 0.13%) will find it hard to top 2025. During the year, the large-format movie theater technology company broke several of its records, including those for total box office take. This is impressive, but to me, Walt Disney (DIS 0.80%) has a better business model, a brighter future, and is the superior entertainment stock for investors.Growing audiencesNevertheless, of the two stocks, it's IMAX that is cu ...

We recently published 10 Stocks on Jim Cramer’s Radar.  The Walt Disney Company (NYSE:DIS) is one of the stocks on Jim Cramer's radar. The Walt Disney Company (NYSE:DIS)’s shares are up by a slight 2% year-to-date. The firm made quite a bit of a splash on December 11th after a Reuters report claimed that it was investing $1 billion into OpenAI. In mid-November, Goldman Sachs reiterated a Buy rating and a $152 price target for the firm. The bank outlined that it viewed the dip in The Walt Disney Company (N ...

Families settling in for Christmas movie marathons this week are giving Wall Street another reason to watch Walt Disney Co (NYSE:DIS) and Netflix Inc (NASDAQ:NFLX). Here’s what investors need to know. What To Know: Walt Disney shares traded around $114 on Christmas Eve, up 3% year-to-date, as investors leaned into a holiday slate led by classics on Disney+ and Hulu. The bounce comes after a choppy fall season in which Disney's November quarter showed progress in streaming, but flat overall revenue at $22 ...

MoffettNathanson分析师Robert Fishman指出，近期赴洛杉矶与多位媒体高层交流后发现，好莱坞对看好 迪士尼已有明确共识。他表示，当其他竞争对手为了资产争夺战而缠斗，并分心于后续的监管审查之 际，迪士尼正处于有利位置，得以专注强化其串流服务。Fishman给予迪士尼"买入"评级，目标价为140 美元，按周三收盘价114.48美元计算，仍有约22%的上涨空间。 ...