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2022-08-16

Go Disney go

Disney Has a Long Way to Go to Catch Up to Netflix

2022-08-16

$Walt Disney(DIS)$Go go!

2022-08-16

Go go Disney!

Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake

2022-04-21

Gogo

Sorry, the original content has been removed

2022-04-19

Scary how someone comment can affect the price

Twitter Turned Negative in Morning Trading after Elon Musk Says Its Board Not Aligned With Shareholders

2022-04-18

Maybe they should start reducing contents that are not of quality

Does Netflix Have a Cash Problem?

2022-04-18

No thanks

2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock

2022-04-16

Even if situation is bad, everyone will still needbasic household products for hygiene.

3 Questions Procter & Gamble Will Answer for Investors on Wednesday

2021-04-21

Time to buy more Disney ?

What Are The 5 Drivers That Could Affect Walt Disney Stock?

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Disney go","listText":"Go Disney go","text":"Go Disney go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993052082","repostId":"2259049047","repostType":4,"repost":{"id":"2259049047","pubTimestamp":1660572768,"share":"https://ttm.financial/m/news/2259049047?lang=&edition=fundamental","pubTime":"2022-08-15 22:12","market":"us","language":"en","title":"Disney Has a Long Way to Go to Catch Up to Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=2259049047","media":"Motley Fool","summary":"Disney may have overtaken Netflix in terms of total premium streaming subscribers, but it's lagging in just about every category that truly matters.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Disney closed out its fiscal third quarter with 221.1 million subscribers, surpassing Netflix at 220.7 million paid streaming members.</li><li>Disney&#39;s streaming segment grew twice as fast as Netflix over the past year, but it&#39;s still well behind in revenue, operating profit, and other important categories.</li><li>Netflix has been slipping lately, but Disney could face growing pains as it jacks up its plan prices between now and the end of this year.</li></ul><p>There were a lot of juicy takeaways following <b>Disney</b>&#39;s blowout quarterly report last week, but there&#39;s one deceptive metric echoing in the world of streaming media stocks. Did Disney really overtake <b>Netflix</b> in the subscriber race between premium on-demand video platforms?</p><p>It may seem that way at first glance. Disney&#39;s three owned or majority-owned premium offerings combined for 221.1 million subscribers at the end of June. Netflix dipped sequentially during the three-month period, retreating to 220.7 million members worldwide at the midpoint of 2022. They may be passing ships right now, but there&#39;s more to this important milestone than you probably think.</p><p><img src=\"https://static.tigerbbs.com/1c5eb3870c33363e368f2547b4ff9c26\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>Netflix and shill</h2><p>Where were you the moment that Disney passed Netflix in terms of raw subscriber counts? Wednesday afternoon was important as a plot point, but it wasn&#39;t exactly a plot twist. We need to frame things properly before handing Mickey Mouse the keys to the kingdom. For starters, Disney+ didn&#39;t flash its high beams, zoom past Netflix, and see the streaming pioneer shrink in the rearview mirror.</p><p>Disney&#39;s flagship service accounts for 152.1 million of the media giant&#39;s total streaming accounts. It&#39;s a ridiculously impressive feat for a platform that wasn&#39;t even around three years ago, but it&#39;s not up to Netflix&#39;s haul over the years. The numbers include 22.8 million on ESPN+ and another 46.2 million on Hulu, two longer-running offerings that Disney does not fully own but does have a controlling stake in.</p><p>It&#39;s also important to point out that Disney&#39;s been aggressively pushing its bundle that offers all three services at a discounted price. There may be a small number of Netflix users with more than one account, but there&#39;s a lot of overlap with Disney&#39;s 220.7 million, where every bundle customer counts as three different subscribers.</p><p>Let&#39;s also talk about revenue. The most popular midtier plan at Netflix costs $15.49 a month. Disney+ right now goes for a little more than half that at a monthly rate of $7.99. It doesn&#39;t end there. More than a third of of those subscribers are in India, paying a monthly average of $1.20 a month for Disney+ Hotstar, a platform that the House of Mouse acquired three years ago. Back that out and the average subscriber is paying $6.29 a month, less than $7.99 since the service offers discounted annual plans and some members are still taking advantage of a three-year pre-paid plan at a deeply discounted rate that was available at the platform&#39;s launch in November 2019. Throw Disney+ Hotstar back into the mix, and the average monthly revenue that Disney is collecting from its 152.1 million users is just $4.35.</p><p>ESPN+ is setting viewers back an average of $4.55 a month despite its current monthly rate of $6.99 that will bump up to $9.99 next week. Hulu costs more -- and the 4 million cord-cutters on Hulu + Live TV are shelling out <i>a lot</i> more -- but it all adds up to nearly $5.1 billion in revenue for all services combined, an impressive 19% year-over-year increase on the top line.</p><p>In the other corner, we have Netflix with a commanding $8 billion in revenue for the same three-month period, as well as a more modest 9% increase when pitted against last year&#39;s second quarter. Disney also isn&#39;t even close as we work our way down the income statement. Disney doesn&#39;t expect to turn a profit with its direct-to-consumer business until fiscal 2024, clocking in with a nearly $1.1 billion operating loss for the segment. Netflix reported a $1.6 billion operating <i>profit</i>.</p><p>Is the torch, relay race baton, or crown really going from Netflix to Disney? Momentum is going in that direction, but these ships haven&#39;t passed each other just yet. Disney is in the process of dramatically increasing its cover charges. It&#39;s not just ESPN+ going up. There will be churn from folks flinching at the 38% increase for ad-free Disney+. There should also be some turnover in November when the folks that pre-paid for three years of Disney+ have to renew at roughly three times what they paid in late 2019. There&#39;s no denying that Disney has become a major player in the streaming space, and a hearty chunk of that growth has been organic. However, in just about every way -- revenue, operating profit, customer engagement, and the actual number of unique subscribers -- Netflix is still the lion king of the hill.</p><p>Better luck next quarter, Mufasa.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Has a Long Way to Go to Catch Up to Netflix</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Has a Long Way to Go to Catch Up to Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/15/disney-has-a-long-way-to-go-to-catch-up-to-netflix/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSDisney closed out its fiscal third quarter with 221.1 million subscribers, surpassing Netflix at 220.7 million paid streaming members.Disney's streaming segment grew twice as fast as Netflix...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/15/disney-has-a-long-way-to-go-to-catch-up-to-netflix/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数","BK4566":"资本集团","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/08/15/disney-has-a-long-way-to-go-to-catch-up-to-netflix/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259049047","content_text":"KEY POINTSDisney closed out its fiscal third quarter with 221.1 million subscribers, surpassing Netflix at 220.7 million paid streaming members.Disney's streaming segment grew twice as fast as Netflix over the past year, but it's still well behind in revenue, operating profit, and other important categories.Netflix has been slipping lately, but Disney could face growing pains as it jacks up its plan prices between now and the end of this year.There were a lot of juicy takeaways following Disney's blowout quarterly report last week, but there's one deceptive metric echoing in the world of streaming media stocks. Did Disney really overtake Netflix in the subscriber race between premium on-demand video platforms?It may seem that way at first glance. Disney's three owned or majority-owned premium offerings combined for 221.1 million subscribers at the end of June. Netflix dipped sequentially during the three-month period, retreating to 220.7 million members worldwide at the midpoint of 2022. They may be passing ships right now, but there's more to this important milestone than you probably think.Image source: Getty Images.Netflix and shillWhere were you the moment that Disney passed Netflix in terms of raw subscriber counts? Wednesday afternoon was important as a plot point, but it wasn't exactly a plot twist. We need to frame things properly before handing Mickey Mouse the keys to the kingdom. For starters, Disney+ didn't flash its high beams, zoom past Netflix, and see the streaming pioneer shrink in the rearview mirror.Disney's flagship service accounts for 152.1 million of the media giant's total streaming accounts. It's a ridiculously impressive feat for a platform that wasn't even around three years ago, but it's not up to Netflix's haul over the years. The numbers include 22.8 million on ESPN+ and another 46.2 million on Hulu, two longer-running offerings that Disney does not fully own but does have a controlling stake in.It's also important to point out that Disney's been aggressively pushing its bundle that offers all three services at a discounted price. There may be a small number of Netflix users with more than one account, but there's a lot of overlap with Disney's 220.7 million, where every bundle customer counts as three different subscribers.Let's also talk about revenue. The most popular midtier plan at Netflix costs $15.49 a month. Disney+ right now goes for a little more than half that at a monthly rate of $7.99. It doesn't end there. More than a third of of those subscribers are in India, paying a monthly average of $1.20 a month for Disney+ Hotstar, a platform that the House of Mouse acquired three years ago. Back that out and the average subscriber is paying $6.29 a month, less than $7.99 since the service offers discounted annual plans and some members are still taking advantage of a three-year pre-paid plan at a deeply discounted rate that was available at the platform's launch in November 2019. Throw Disney+ Hotstar back into the mix, and the average monthly revenue that Disney is collecting from its 152.1 million users is just $4.35.ESPN+ is setting viewers back an average of $4.55 a month despite its current monthly rate of $6.99 that will bump up to $9.99 next week. Hulu costs more -- and the 4 million cord-cutters on Hulu + Live TV are shelling out a lot more -- but it all adds up to nearly $5.1 billion in revenue for all services combined, an impressive 19% year-over-year increase on the top line.In the other corner, we have Netflix with a commanding $8 billion in revenue for the same three-month period, as well as a more modest 9% increase when pitted against last year's second quarter. Disney also isn't even close as we work our way down the income statement. Disney doesn't expect to turn a profit with its direct-to-consumer business until fiscal 2024, clocking in with a nearly $1.1 billion operating loss for the segment. Netflix reported a $1.6 billion operating profit.Is the torch, relay race baton, or crown really going from Netflix to Disney? Momentum is going in that direction, but these ships haven't passed each other just yet. Disney is in the process of dramatically increasing its cover charges. It's not just ESPN+ going up. There will be churn from folks flinching at the 38% increase for ad-free Disney+. There should also be some turnover in November when the folks that pre-paid for three years of Disney+ have to renew at roughly three times what they paid in late 2019. There's no denying that Disney has become a major player in the streaming space, and a hearty chunk of that growth has been organic. However, in just about every way -- revenue, operating profit, customer engagement, and the actual number of unique subscribers -- Netflix is still the lion king of the hill.Better luck next quarter, Mufasa.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993058542,"gmtCreate":1660609019288,"gmtModify":1676536363466,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Go go!&nbsp;","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>Go go!&nbsp;","text":"$Walt Disney(DIS)$Go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993058542","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993053199,"gmtCreate":1660608874613,"gmtModify":1676536363399,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Go go Disney!&nbsp;","listText":"Go go Disney!&nbsp;","text":"Go go Disney!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993053199","repostId":"1101167063","repostType":2,"repost":{"id":"1101167063","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660573295,"share":"https://ttm.financial/m/news/1101167063?lang=&edition=fundamental","pubTime":"2022-08-15 22:21","market":"us","language":"en","title":"Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1101167063","media":"Tiger Newspress","summary":"Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtaine","content":"<html><head></head><body><p>Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.</p><p>The shares jumped 1.34% on the news.<img src=\"https://static.tigerbbs.com/e8b128e794379167082593306324fb17\" tg-width=\"833\" tg-height=\"833\" width=\"100%\" height=\"auto\"/>In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.</p><p>“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.</p><p>Loeb also said he believes there is a strong case that the ESPN business should be spun off.</p><p>Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.</p><p>ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.</p><p>The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-15 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.</p><p>The shares jumped 1.34% on the news.<img src=\"https://static.tigerbbs.com/e8b128e794379167082593306324fb17\" tg-width=\"833\" tg-height=\"833\" width=\"100%\" height=\"auto\"/>In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.</p><p>“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.</p><p>Loeb also said he believes there is a strong case that the ESPN business should be spun off.</p><p>Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.</p><p>ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.</p><p>The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101167063","content_text":"Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.The shares jumped 1.34% on the news.In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.Loeb also said he believes there is a strong case that the ESPN business should be spun off.Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086715384,"gmtCreate":1650497598929,"gmtModify":1676534736767,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086715384","repostId":"1165795044","repostType":4,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088185667,"gmtCreate":1650325679196,"gmtModify":1676534695387,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Scary how someone comment can&nbsp;affect the price","listText":"Scary how someone comment can&nbsp;affect the price","text":"Scary how someone comment can affect the price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088185667","repostId":"1150653238","repostType":4,"repost":{"id":"1150653238","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650289182,"share":"https://ttm.financial/m/news/1150653238?lang=&edition=fundamental","pubTime":"2022-04-18 21:39","market":"us","language":"en","title":"Twitter Turned Negative in Morning Trading after Elon Musk Says Its Board Not Aligned With Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=1150653238","media":"Tiger Newspress","summary":"Twitter turned negative in morning trading after Elon Musk says its board not aligned with sharehold","content":"<html><head></head><body><p>Twitter turned negative in morning trading after Elon Musk says its board not aligned with shareholders.<img src=\"https://static.tigerbbs.com/f09b38a24440d28a7210df641026bebc\" tg-width=\"767\" tg-height=\"568\" width=\"100%\" height=\"auto\"/>In a tweet over the weekend, the CEO of Tesla (ticker: TSLA) pointed out the Twitter (TWTR) board holds very few shares of the company and &#34;objectively, their economic interests are simply not aligned with shareholders.&#34;</p><p>Musk&#39;s comments were in a response to a tweet listing names of those who serve on Twitter&#39;s board, and came after the company took steps to ward off his $43 billion takeover attempt.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Turned Negative in Morning Trading after Elon Musk Says Its Board Not Aligned With Shareholders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwitter Turned Negative in Morning Trading after Elon Musk Says Its Board Not Aligned With Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter turned negative in morning trading after Elon Musk says its board not aligned with shareholders.<img src=\"https://static.tigerbbs.com/f09b38a24440d28a7210df641026bebc\" tg-width=\"767\" tg-height=\"568\" width=\"100%\" height=\"auto\"/>In a tweet over the weekend, the CEO of Tesla (ticker: TSLA) pointed out the Twitter (TWTR) board holds very few shares of the company and &#34;objectively, their economic interests are simply not aligned with shareholders.&#34;</p><p>Musk&#39;s comments were in a response to a tweet listing names of those who serve on Twitter&#39;s board, and came after the company took steps to ward off his $43 billion takeover attempt.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150653238","content_text":"Twitter turned negative in morning trading after Elon Musk says its board not aligned with shareholders.In a tweet over the weekend, the CEO of Tesla (ticker: TSLA) pointed out the Twitter (TWTR) board holds very few shares of the company and \"objectively, their economic interests are simply not aligned with shareholders.\"Musk's comments were in a response to a tweet listing names of those who serve on Twitter's board, and came after the company took steps to ward off his $43 billion takeover attempt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081623309,"gmtCreate":1650241231824,"gmtModify":1676534675373,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Maybe they should start reducing contents that are not of quality","listText":"Maybe they should start reducing contents that are not of quality","text":"Maybe they should start reducing contents that are not of quality","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081623309","repostId":"2227986773","repostType":4,"repost":{"id":"2227986773","pubTimestamp":1650153400,"share":"https://ttm.financial/m/news/2227986773?lang=&edition=fundamental","pubTime":"2022-04-17 07:56","market":"us","language":"en","title":"Does Netflix Have a Cash Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986773","media":"Motley Fool","summary":"The company seems to be having trouble outgrowing its spending.","content":"<html><head></head><body><p>Streaming giant <b>Netflix</b> ( NFLX -2.65% ) has grown for years to become a titan in the entertainment industry with more than 221 million subscribers worldwide. The stock has been similarly successful, returning more than 2,200% in just the past decade.</p><p>However, Netflix has steadily transformed its business over the years, transitioning from licensed third-party content to in-house productions it owns. That strategy has largely paid off with a large and growing library of originals, but the financial side of the business seems to be hitting some bumps.</p><p>Let&#39;s break down Netflix&#39;s cash-flow dilemma and discuss what challenges it could create for the company in this environment of rising interest rates.</p><p><img src=\"https://static.tigerbbs.com/9a67d932ae6f241ab44675a6ddc8f407\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>More content, more spending</h2><p>Netflix has been ratcheting up its in-house content development for years, and it&#39;s done a great job if its 27 Oscar nominations at the 94th Academy Awards mean anything.</p><p>Below, you can see how the company&#39;s cost of goods sold, which captures its content spending, has grown along with revenue. The business is very profitable -- net income in 2021 totaled $5.1 billion. However, that&#39;s because of how the company amortizes its content spending. If you look at the company&#39;s free cash flow, it paints a much different picture.</p><p><img src=\"https://static.tigerbbs.com/277b7d28c57c7f4bb950df6b6f96e31e\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>The business is actually burning cash most years, despite the strong profits on its income statement. Netflix borrows money to help fund content, and it currently has a net debt (total debt minus cash) balance of $9.4 billion.</p><h2>Could rising rates hurt Netflix?</h2><p>This could potentially put Netflix in a bind -- rising interest rates due to high inflation will likely make borrowing more expensive. The ideal solution is Netflix growing revenue faster than its expenses, which also comes with a Catch-22.</p><p>In recent years, streaming has become increasingly competitive. Virtually every major content developer launched services just in the past few years. Some of these companies, like <b>Walt Disney</b>, have decades of legacy content built up, which has enabled them to fill their content catalog without breaking the bank.</p><p>Netflix&#39;s premium plan costs $19.99 per month in the U.S., and it&#39;s worth wondering how much more it can increase pricing without spiking its churn rates. Netflix has been a staple in many streaming households for so long that it may have the pricing power it needs, but I wouldn&#39;t assume that as a sure thing.</p><h2>What&#39;s the &#34;end game&#34;?</h2><p>Perhaps more importantly, what&#39;s the long-term investment thesis for Netflix? In recent years, subscriber growth has slowed notably with management guiding for the company&#39;s fourth consecutive quarter of single-digit year-over-year subscriber growth in the first quarter of 2022.</p><p>If subscriber growth doesn&#39;t pick back up, it could pressure Netflix to further raise its prices. It&#39;s unlikely the company&#39;s content spending will shrink anytime soon. Great content has replay value, but there will be a constant need to invest in new hit shows and movies to keep the competition at bay.</p><p>I&#39;m not trying to say that Netflix is in financial trouble, but free cash flow is important as businesses mature. It funds dividends and share repurchases, which investors look for as revenue growth slows. If Netflix can&#39;t deliver on that metric, I worry the stock may hit a long-term &#34;glass ceiling.&#34; It&#39;s something investors will need to watch for over the coming quarters and years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does Netflix Have a Cash Problem?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Netflix Have a Cash Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Streaming giant Netflix ( NFLX -2.65% ) has grown for years to become a titan in the entertainment industry with more than 221 million subscribers worldwide. The stock has been similarly successful, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4527":"明星科技股","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986773","content_text":"Streaming giant Netflix ( NFLX -2.65% ) has grown for years to become a titan in the entertainment industry with more than 221 million subscribers worldwide. The stock has been similarly successful, returning more than 2,200% in just the past decade.However, Netflix has steadily transformed its business over the years, transitioning from licensed third-party content to in-house productions it owns. That strategy has largely paid off with a large and growing library of originals, but the financial side of the business seems to be hitting some bumps.Let's break down Netflix's cash-flow dilemma and discuss what challenges it could create for the company in this environment of rising interest rates.Image source: Getty Images.More content, more spendingNetflix has been ratcheting up its in-house content development for years, and it's done a great job if its 27 Oscar nominations at the 94th Academy Awards mean anything.Below, you can see how the company's cost of goods sold, which captures its content spending, has grown along with revenue. The business is very profitable -- net income in 2021 totaled $5.1 billion. However, that's because of how the company amortizes its content spending. If you look at the company's free cash flow, it paints a much different picture.Data by YCharts.The business is actually burning cash most years, despite the strong profits on its income statement. Netflix borrows money to help fund content, and it currently has a net debt (total debt minus cash) balance of $9.4 billion.Could rising rates hurt Netflix?This could potentially put Netflix in a bind -- rising interest rates due to high inflation will likely make borrowing more expensive. The ideal solution is Netflix growing revenue faster than its expenses, which also comes with a Catch-22.In recent years, streaming has become increasingly competitive. Virtually every major content developer launched services just in the past few years. Some of these companies, like Walt Disney, have decades of legacy content built up, which has enabled them to fill their content catalog without breaking the bank.Netflix's premium plan costs $19.99 per month in the U.S., and it's worth wondering how much more it can increase pricing without spiking its churn rates. Netflix has been a staple in many streaming households for so long that it may have the pricing power it needs, but I wouldn't assume that as a sure thing.What's the \"end game\"?Perhaps more importantly, what's the long-term investment thesis for Netflix? In recent years, subscriber growth has slowed notably with management guiding for the company's fourth consecutive quarter of single-digit year-over-year subscriber growth in the first quarter of 2022.If subscriber growth doesn't pick back up, it could pressure Netflix to further raise its prices. It's unlikely the company's content spending will shrink anytime soon. Great content has replay value, but there will be a constant need to invest in new hit shows and movies to keep the competition at bay.I'm not trying to say that Netflix is in financial trouble, but free cash flow is important as businesses mature. It funds dividends and share repurchases, which investors look for as revenue growth slows. If Netflix can't deliver on that metric, I worry the stock may hit a long-term \"glass ceiling.\" It's something investors will need to watch for over the coming quarters and years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081694312,"gmtCreate":1650239016397,"gmtModify":1676534674227,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"No thanks&nbsp;","listText":"No thanks&nbsp;","text":"No thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081694312","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","pubTimestamp":1650153593,"share":"https://ttm.financial/m/news/2227986989?lang=&edition=fundamental","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4566":"资本集团","BK4525":"远程办公概念","BK4553":"喜马拉雅资本持仓","BK4551":"寇图资本持仓","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4508":"社交媒体","BK4573":"虚拟现实","BK4077":"互动媒体与服务","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083349089,"gmtCreate":1650074704310,"gmtModify":1676534641688,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Even if situation is bad, everyone will still needbasic household products for hygiene.&nbsp;","listText":"Even if situation is bad, everyone will still needbasic household products for hygiene.&nbsp;","text":"Even if situation is bad, everyone will still needbasic household products for hygiene.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083349089","repostId":"2227560720","repostType":4,"repost":{"id":"2227560720","pubTimestamp":1650066327,"share":"https://ttm.financial/m/news/2227560720?lang=&edition=fundamental","pubTime":"2022-04-16 07:45","market":"us","language":"en","title":"3 Questions Procter & Gamble Will Answer for Investors on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2227560720","media":"Motley Fool","summary":"The dividend giant will refresh expectations about its short-term growth potential in just a few days.","content":"<html><head></head><body><p>True to form, <b>Procter &amp; Gamble</b> ( PG -0.56% ) announced a raise to its quarterly dividend payment this week, just a few days before it is scheduled to report its latest earnings results. That payout hike marks the 66th consecutive year of income increases, keeping the consumer products giant near the top of the entire market on that score.</p><p>Yet while investors know they&#39;ll receive more cash from P&amp;G this year, they have some other big questions around growth and profitability that might be answered in the upcoming report.</p><p>So let&#39;s see what the owner of dozens of massive global brands -- including Tide, Pampers, and Bounty -- might have to say in its announcement on Wednesday, April 20.</p><p><img src=\"https://static.tigerbbs.com/3f6bc160d373e45b80b6c5f5f38190ac\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Is market share still rising?</h2><p>P&amp;G&#39;s stock has outperformed the market so far in 2022, a contrast to many tech- and growth-focused investments. It&#39;s easy to see why investors might want to hold a steady dividend payer like this during inflation and slowing economic growth. But its market-share gains are an important part of the bullish thesis, too.</p><p>Management said back in late January that these gains were accelerating through late 2021 thanks to a mix of innovative product releases, pricing power, and supply-chain strength. A key worry heading into this report is whether those factors are still working in P&amp;G&#39;s favor.</p><p>Inflation spiked in the weeks following its fiscal Q2 report, and it&#39;s possible that more consumers are turning to generic or store brands to satisfy demand for essentials like paper towels and diapers. If that happens, P&amp;G might report underwhelming sales growth for Q3.</p><h2>2. How far does pricing power stretch?</h2><p>P&amp;G raised prices across many of its products to reflect higher input costs. And the same is true for peers like <b>Kimberly-Clark</b> ( KMB 0.02% ). Investors generally like to see prices rise since that boosts sales and profits, and it also suggests that a company is providing plenty of value to its customers.</p><p>Higher prices aren&#39;t as impressive if they produce declining sales volumes. Kimberly-Clark&#39;s organic sales growth in recent quarters, for example, has come entirely from higher prices that have offset slight declines in volume. P&amp;G has so far avoided this fate and posted positive prices and volumes. Watch that balance on Wednesday for signs of stress on the business.</p><p><img src=\"https://static.tigerbbs.com/3e65f9833dcd6f1eb6cfab2674d3b017\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PG Operating Margin (TTM) data by YCharts</p><p>Operating margin will be another useful metric to follow for evidence that P&amp;G is finding enough efficiency in the business to protect its industry-leading profitability.</p><h2>3. What about the rest of 2022?</h2><p>Heading into the report, P&amp;G is calling for organic sales gains to land between 4% and 5% on top of strong growth over the previous two years. Management upgraded that outlook slightly back in January while keeping its earnings forecast steady despite accelerating inflation.</p><p>The cost trends have only worsened since then, so it will be interesting to see what the company has to say about the outlook for the final quarter of fiscal 2022, which ends in June. P&amp;G might venture a general forecast about the new fiscal year ahead, too.</p><p>But whatever the growth trends, investors are likely to see rising cash returns from dividend payments and stock buybacks thanks to the company&#39;s ability to convert nearly all its earnings into free cash flow each year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Questions Procter & Gamble Will Answer for Investors on Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Questions Procter & Gamble Will Answer for Investors on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/15/time-sensitive-2-questions-procter-gamble-will-ans/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>True to form, Procter & Gamble ( PG -0.56% ) announced a raise to its quarterly dividend payment this week, just a few days before it is scheduled to report its latest earnings results. That payout ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/15/time-sensitive-2-questions-procter-gamble-will-ans/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4567":"ESG概念","ISBC":"投资者银行","BK4211":"区域性银行","BK4558":"双十一","PG":"宝洁","BK4018":"居家用品","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓"},"source_url":"https://www.fool.com/investing/2022/04/15/time-sensitive-2-questions-procter-gamble-will-ans/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227560720","content_text":"True to form, Procter & Gamble ( PG -0.56% ) announced a raise to its quarterly dividend payment this week, just a few days before it is scheduled to report its latest earnings results. That payout hike marks the 66th consecutive year of income increases, keeping the consumer products giant near the top of the entire market on that score.Yet while investors know they'll receive more cash from P&G this year, they have some other big questions around growth and profitability that might be answered in the upcoming report.So let's see what the owner of dozens of massive global brands -- including Tide, Pampers, and Bounty -- might have to say in its announcement on Wednesday, April 20.Image source: Getty Images.1. Is market share still rising?P&G's stock has outperformed the market so far in 2022, a contrast to many tech- and growth-focused investments. It's easy to see why investors might want to hold a steady dividend payer like this during inflation and slowing economic growth. But its market-share gains are an important part of the bullish thesis, too.Management said back in late January that these gains were accelerating through late 2021 thanks to a mix of innovative product releases, pricing power, and supply-chain strength. A key worry heading into this report is whether those factors are still working in P&G's favor.Inflation spiked in the weeks following its fiscal Q2 report, and it's possible that more consumers are turning to generic or store brands to satisfy demand for essentials like paper towels and diapers. If that happens, P&G might report underwhelming sales growth for Q3.2. How far does pricing power stretch?P&G raised prices across many of its products to reflect higher input costs. And the same is true for peers like Kimberly-Clark ( KMB 0.02% ). Investors generally like to see prices rise since that boosts sales and profits, and it also suggests that a company is providing plenty of value to its customers.Higher prices aren't as impressive if they produce declining sales volumes. Kimberly-Clark's organic sales growth in recent quarters, for example, has come entirely from higher prices that have offset slight declines in volume. P&G has so far avoided this fate and posted positive prices and volumes. Watch that balance on Wednesday for signs of stress on the business.PG Operating Margin (TTM) data by YChartsOperating margin will be another useful metric to follow for evidence that P&G is finding enough efficiency in the business to protect its industry-leading profitability.3. What about the rest of 2022?Heading into the report, P&G is calling for organic sales gains to land between 4% and 5% on top of strong growth over the previous two years. Management upgraded that outlook slightly back in January while keeping its earnings forecast steady despite accelerating inflation.The cost trends have only worsened since then, so it will be interesting to see what the company has to say about the outlook for the final quarter of fiscal 2022, which ends in June. P&G might venture a general forecast about the new fiscal year ahead, too.But whatever the growth trends, investors are likely to see rising cash returns from dividend payments and stock buybacks thanks to the company's ability to convert nearly all its earnings into free cash flow each year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574248655626938","authorId":"3574248655626938","name":"Goldox","avatar":"https://static.tigerbbs.com/863110a9408a00f21e04f570ea1c03f2","crmLevel":3,"crmLevelSwitch":0,"idStr":"3574248655626938","authorIdStr":"3574248655626938"},"content":"Good to have such stable consumer staple company. in portfolio","text":"Good to have such stable consumer staple company. in portfolio","html":"Good to have such stable consumer staple company. in portfolio"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378851392,"gmtCreate":1619017277616,"gmtModify":1704718413552,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Time to buy more Disney ?","listText":"Time to buy more Disney ?","text":"Time to buy more Disney ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378851392","repostId":"1147504292","repostType":2,"repost":{"id":"1147504292","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618457412,"share":"https://ttm.financial/m/news/1147504292?lang=&edition=fundamental","pubTime":"2021-04-15 11:30","market":"us","language":"en","title":"What Are The 5 Drivers That Could Affect Walt Disney Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147504292","media":"Benzinga","summary":"Walt Disney Co is poised to benefit from an uptick in amusement park attendance in the fiscal second","content":"<p><b>Walt Disney Co</b>&nbsp;is poised to benefit from an uptick in amusement park attendance in the fiscal second quarter, with initial indicators suggesting robust travel to the state of Florida, according to BofA Securities.</p>\n<p><b>The Walt Disney Analyst:</b>Jessica Reif Ehrlich maintained a Buy rating for Walt Disney, with the price target unchanged at $223.</p>\n<p><b>The Walt Disney Thesis:</b>Apart from park reopening, the company plans to increase investments in direct to consumer (DTC) with the rollout of Star internationally, Reif Ehrlich said in the note.</p>\n<p>“Content sales will likely be weak given continued delays in theatrical releases (although this will soon pick up) which has also hurt home entertainment,” she added.</p>\n<p>“FY2Q results are unlikely to be a catalyst, however commentary on theme park reopenings, pent up consumer demand and capacity, as well as initial signs of traction on the international rollout of Star, movies, television, and advertising should be significant catalysts,” the analyst wrote.</p>\n<p>Reif Ehrlich mentioned five key drivers of Walt Disney’s performance in the quarter:</p>\n<ul>\n <li>1.5% growth in affiliates.</li>\n <li>10% decline in advertising sales due to tougher comps and lower ratings.</li>\n <li>Gradual increases in capacity in theme parks “with the potential of further reopenings with increased vaccination rates and relaxed regulations.”</li>\n <li>Favorable DTC trends with Star’s international launch.</li>\n <li>Continued softness within Studio with no major film releases in the quarter, although there are prospects of several new releases in the back half of the fiscal year.</li>\n</ul>\n<p><b>DIS Price Action:</b>Shares of Walt Disney had risen by 1.06% to $187.46 Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/e45dd667548f38e604755ae9e439c02b\" tg-width=\"1042\" tg-height=\"235\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Are The 5 Drivers That Could Affect Walt Disney Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Are The 5 Drivers That Could Affect Walt Disney Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-15 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Walt Disney Co</b>&nbsp;is poised to benefit from an uptick in amusement park attendance in the fiscal second quarter, with initial indicators suggesting robust travel to the state of Florida, according to BofA Securities.</p>\n<p><b>The Walt Disney Analyst:</b>Jessica Reif Ehrlich maintained a Buy rating for Walt Disney, with the price target unchanged at $223.</p>\n<p><b>The Walt Disney Thesis:</b>Apart from park reopening, the company plans to increase investments in direct to consumer (DTC) with the rollout of Star internationally, Reif Ehrlich said in the note.</p>\n<p>“Content sales will likely be weak given continued delays in theatrical releases (although this will soon pick up) which has also hurt home entertainment,” she added.</p>\n<p>“FY2Q results are unlikely to be a catalyst, however commentary on theme park reopenings, pent up consumer demand and capacity, as well as initial signs of traction on the international rollout of Star, movies, television, and advertising should be significant catalysts,” the analyst wrote.</p>\n<p>Reif Ehrlich mentioned five key drivers of Walt Disney’s performance in the quarter:</p>\n<ul>\n <li>1.5% growth in affiliates.</li>\n <li>10% decline in advertising sales due to tougher comps and lower ratings.</li>\n <li>Gradual increases in capacity in theme parks “with the potential of further reopenings with increased vaccination rates and relaxed regulations.”</li>\n <li>Favorable DTC trends with Star’s international launch.</li>\n <li>Continued softness within Studio with no major film releases in the quarter, although there are prospects of several new releases in the back half of the fiscal year.</li>\n</ul>\n<p><b>DIS Price Action:</b>Shares of Walt Disney had risen by 1.06% to $187.46 Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/e45dd667548f38e604755ae9e439c02b\" tg-width=\"1042\" tg-height=\"235\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147504292","content_text":"Walt Disney Co is poised to benefit from an uptick in amusement park attendance in the fiscal second quarter, with initial indicators suggesting robust travel to the state of Florida, according to BofA Securities.\nThe Walt Disney Analyst:Jessica Reif Ehrlich maintained a Buy rating for Walt Disney, with the price target unchanged at $223.\nThe Walt Disney Thesis:Apart from park reopening, the company plans to increase investments in direct to consumer (DTC) with the rollout of Star internationally, Reif Ehrlich said in the note.\n“Content sales will likely be weak given continued delays in theatrical releases (although this will soon pick up) which has also hurt home entertainment,” she added.\n“FY2Q results are unlikely to be a catalyst, however commentary on theme park reopenings, pent up consumer demand and capacity, as well as initial signs of traction on the international rollout of Star, movies, television, and advertising should be significant catalysts,” the analyst wrote.\nReif Ehrlich mentioned five key drivers of Walt Disney’s performance in the quarter:\n\n1.5% growth in affiliates.\n10% decline in advertising sales due to tougher comps and lower ratings.\nGradual increases in capacity in theme parks “with the potential of further reopenings with increased vaccination rates and relaxed regulations.”\nFavorable DTC trends with Star’s international launch.\nContinued softness within Studio with no major film releases in the quarter, although there are prospects of several new releases in the back half of the fiscal year.\n\nDIS Price Action:Shares of Walt Disney had risen by 1.06% to $187.46 Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9083349089,"gmtCreate":1650074704310,"gmtModify":1676534641688,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Even if situation is bad, everyone will still needbasic household products for hygiene.&nbsp;","listText":"Even if situation is bad, everyone will still needbasic household products for hygiene.&nbsp;","text":"Even if situation is bad, everyone will still needbasic household products for hygiene.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083349089","repostId":"2227560720","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574248655626938","authorId":"3574248655626938","name":"Goldox","avatar":"https://static.tigerbbs.com/863110a9408a00f21e04f570ea1c03f2","crmLevel":3,"crmLevelSwitch":0,"idStr":"3574248655626938","authorIdStr":"3574248655626938"},"content":"Good to have such stable consumer staple company. in portfolio","text":"Good to have such stable consumer staple company. in portfolio","html":"Good to have such stable consumer staple company. in portfolio"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088185667,"gmtCreate":1650325679196,"gmtModify":1676534695387,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Scary how someone comment can&nbsp;affect the price","listText":"Scary how someone comment can&nbsp;affect the price","text":"Scary how someone comment can affect the price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088185667","repostId":"1150653238","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081694312,"gmtCreate":1650239016397,"gmtModify":1676534674227,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"No thanks&nbsp;","listText":"No thanks&nbsp;","text":"No thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081694312","repostId":"2227986989","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993052082,"gmtCreate":1660609093248,"gmtModify":1676536363497,"author":{"id":"3576061534831876","authorId":"3576061534831876","name":"euniceyxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576061534831876","authorIdStr":"3576061534831876"},"themes":[],"htmlText":"Go Disney go","listText":"Go Disney go","text":"Go Disney 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billion euros, compared with 4.36 billion euros a year earlier.</p><p>For the second-quarter, ASML (ASML) said it expects net sales to be between $5.52 billion (€5.1 billion) and $5.74 (€5.3 billion) and a gross margins between 49% and 50%.</p><p>For the rest of 2022, ASML (ASML) expects revenue to grow 20% year-over-year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML Rose Over 4% in Morning Trading as Q1 Result Topped Estimates</title>\n<style 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21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ASML rose over 4% in morning trading as Q1 result topped estimates.<img src=\"https://static.tigerbbs.com/5c9a99eb97d300ffe82dace739daeb68\" tg-width=\"769\" tg-height=\"570\" width=\"100%\" height=\"auto\"/>It reported Q1 earnings of 1.73 euros ($1.87) per share, down from 3.21 euros a year earlier.Net sales were 3.53 billion euros, compared with 4.36 billion euros a year earlier.</p><p>For the second-quarter, ASML (ASML) said it expects net sales to be between $5.52 billion (€5.1 billion) and $5.74 (€5.3 billion) and a gross margins between 49% and 50%.</p><p>For the rest of 2022, ASML (ASML) expects revenue to grow 20% year-over-year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165795044","content_text":"ASML rose over 4% in morning trading as Q1 result topped estimates.It reported Q1 earnings of 1.73 euros ($1.87) per share, down from 3.21 euros a year earlier.Net sales were 3.53 billion euros, compared with 4.36 billion euros a year earlier.For the second-quarter, ASML (ASML) said it expects net sales to be between $5.52 billion (€5.1 billion) and $5.74 (€5.3 billion) and a gross margins between 49% and 50%.For the rest of 2022, ASML (ASML) expects revenue to grow 20% 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