Is Disney Stock Still a Buy After Missing Subscriber Estimates?

Motley Fool2021-05-17

Disney+ fell well short of analyst estimates for subscriber additions in the last quarter. Walt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

194

Report

Comment（68）

xnicx
·2021-05-18
Buy
Reply
Like
Report
MoneyCub
·2021-05-18
Good time to accumulate
Reply
2
Report
Fold Replies
- edelyu:
  yes
  2021-05-18
  Reply
  Report
PSFund
·2021-05-18
Disney plus still popular!
Reply
3
Report
Fold Replies
- 请对我善良点:
  still consider buy or not buy
  2021-05-18
  Reply
  Report
JohnTeo
·2021-05-18
Need more content. I’m sure they can overtake Netflix.
Reply
2
Report
Fold Replies
- JohnTeo:
  Yes. That is their strength.
  2021-05-18
  Reply
  Report
- xnicx:
  Yes
  2021-05-18
  Reply
  Report
- Eded:
  Disney has diversified ops as compared to netflix
  2021-05-18
  Reply
  Report
ynngy
·2021-05-18
sarpork
Reply
Like
Report
yhl77
·2021-05-18
Safe
Reply
Like
Report
Fold Replies
- ynngy:
  safe
  2021-05-18
  Reply
  Report
CL777
·2021-05-18
$160 is coming soon
Reply
2
Report
1Robo
·2021-05-18
DIS is a economy recovery play.
Reply
4
Report
Ysheng
·2021-05-18
Buy at a discount. Disney ftw
Reply
3
Report
Fold Replies
- Shindokai:
  ??
  2021-05-18
  Reply
  Report
Sagi08
·2021-05-18
Food for thought
Reply
1
Report
brandonwcj
·2021-05-18
Be mindful of more competitors joining the market and the reopening of their park might be affected when the nrw covid strains strikes again
Reply
1
Report
逢場作戲又一日
·2021-05-18
Time buy
Reply
3
Report
Fold Replies
- MOON88:
  Yes
  2021-05-18
  Reply
  Report
- Gfree:
  no
  2021-05-18
  Reply
  Report
bizmummy
·2021-05-18
HODL
Reply
2
Report
Wgey
·2021-05-18
Disney+ is still burning cash. Possible to increase in stock price after more contents on it and reach stability.
Reply
6
Report
Fold Replies
- IchiGo:
  Disneyland in France to be opened in June
  2021-05-18
  Reply
  Report
- MOON88:
  Its a long term share to holD
  2021-05-18
  Reply
  Report
- CMPek:
  I think it will go up once their theme park reopens
  2021-05-18
  Reply
  Report
View more 2 comments
AJAJ
·2021-05-18
Can buy
Reply
2
Report
Fold Replies
- jastsm:
  ??
  2021-05-18
  Reply
  Report
JBSIEW
·2021-05-18
Oh oh...
Reply
Like
Report
Kevin92
·2021-05-18
Like and comment
Reply
3
Report
Fold Replies
- gorgonzola:
  done. like and comment back plse. tks
  2021-05-18
  Reply
  Report
- JBSIEW:
  no no no
  2021-05-18
  Reply
  Report
lzh77
·2021-05-18
Buy low
Reply
1
Report
Fold Replies
- ISSEY1413:
  common sense [无语]
  2021-05-18
  Reply
  Report
- Kevin92:
  Nice
  2021-05-18
  Reply
  Report
AH8398
·2021-05-18
pls like and comment thanks
Reply
5
Report
Fold Replies
- amazinggrace:
  Please kindly comment back!
  2021-05-18
  Reply
  Report
Slee49
·2021-05-18
Buying opportunity
Reply
1
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1121366045?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-05-17 23:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1121366045","market":"us","top_or_hot":-1,"title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","media":"Motley Fool","content":"<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Source Link</a>\n\n</div>\n","source":null,"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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DIS","symbol_name":"迪士尼","start_time":0,"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","article_id":"1121366045","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","pubTimestamp":1621265461,"sourceInfo":null,"weMediaInfo":null,"summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"DIS":"迪士尼"},"translate_title":"迪斯尼的股票在失去订户估值后仍然是买入吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DIS":0.9},"content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":195507379,"gmtCreate":1621300194591,"gmtModify":1704355351436,"author":{"id":"3570854254904038","authorId":"3570854254904038","name":"xnicx","avatar":"https://static.tigerbbs.com/2b4f8b6a208de92c4d6b4c87e044514c","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3570854254904038","idStr":"3570854254904038"},"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195507379","repostId":1121366045,"repostType":2,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195220359,"gmtCreate":1621298040971,"gmtModify":1704355284361,"author":{"id":"3559862059870297","authorId":"3559862059870297","name":"MoneyCub","avatar":"https://static.tigerbbs.com/1f4ae708d214afbc1b0b1f68ecc65c7e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3559862059870297","idStr":"3559862059870297"},"htmlText":"Good time to accumulate&nbsp;","listText":"Good time to accumulate&nbsp;","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195220359","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4362988,"gmtCreate":1621308607201,"gmtModify":1680789418787,"authorId":3582016604911088,"author":{"id":3582016604911088,"idStr":"3582016604911088","authorId":3582016604911088,"name":"edelyu","avatar":"https://static.tigerbbs.com/092df2b4df4fa72903ef644a702141fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195220359,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"EN"},{"id":195289954,"gmtCreate":1621297160778,"gmtModify":1704355260361,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"htmlText":"Disney plus still popular!","listText":"Disney plus still popular!","text":"Disney plus still popular!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195289954","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4361646,"gmtCreate":1621301858716,"gmtModify":1680789394076,"authorId":3578866938376185,"author":{"id":3578866938376185,"idStr":"3578866938376185","authorId":3578866938376185,"name":"请对我善良点","avatar":"https://static.tigerbbs.com/5515abaaba46d935312343148b97579f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195289954,"type":1,"supId":0,"prevId":0,"content":"still consider buy or not buy","text":"still consider buy or not buy","html":"still consider buy or not buy"}],"langContent":"EN"},{"id":195235428,"gmtCreate":1621296541364,"gmtModify":1704355243214,"author":{"id":"3574646684002399","authorId":"3574646684002399","name":"JohnTeo","avatar":"https://static.tigerbbs.com/884c031c0209150d5c4da4db425234b3","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3574646684002399","idStr":"3574646684002399"},"htmlText":"Need more content. I’m sure they can overtake Netflix.&nbsp;","listText":"Need more content. I’m sure they can overtake Netflix.&nbsp;","text":"Need more content. I’m sure they can overtake Netflix.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/195235428","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4362017,"gmtCreate":1621303412530,"gmtModify":1680789404733,"authorId":3574646684002399,"author":{"id":3574646684002399,"idStr":"3574646684002399","authorId":3574646684002399,"name":"JohnTeo","avatar":"https://static.tigerbbs.com/884c031c0209150d5c4da4db425234b3","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.21","exceedPercentage":"93.67%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195235428,"type":1,"supId":4360531,"prevId":0,"content":"Yes. That is their strength. ","text":"Yes. That is their strength. ","html":"Yes. That is their strength. "},{"id":4361209,"gmtCreate":1621300230070,"gmtModify":1680789386251,"authorId":3570854254904038,"author":{"id":3570854254904038,"idStr":"3570854254904038","authorId":3570854254904038,"name":"xnicx","avatar":"https://static.tigerbbs.com/2b4f8b6a208de92c4d6b4c87e044514c","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195235428,"type":1,"supId":0,"prevId":0,"content":"<u>Yes</u>","text":"<u>Yes</u>","html":"<u>Yes</u>"},{"id":4360531,"gmtCreate":1621298162768,"gmtModify":1680789379322,"authorId":3581980965309451,"author":{"id":3581980965309451,"idStr":"3581980965309451","authorId":3581980965309451,"name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195235428,"type":1,"supId":0,"prevId":0,"content":"Disney has diversified ops as compared to netflix","text":"Disney has diversified ops as compared to netflix","html":"Disney has diversified ops as compared to netflix"}],"langContent":"EN"},{"id":195294002,"gmtCreate":1621296157006,"gmtModify":1704355229913,"author":{"id":"3575273190676019","authorId":"3575273190676019","name":"ynngy","avatar":"https://static.tigerbbs.com/c3b764c34a3be814280b5ed823bbb9c7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575273190676019","idStr":"3575273190676019"},"htmlText":"sarpork","listText":"sarpork","text":"sarpork","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195294002","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195205757,"gmtCreate":1621295658679,"gmtModify":1704355215999,"author":{"id":"3578210330936790","authorId":"3578210330936790","name":"yhl77","avatar":"https://static.tigerbbs.com/e3f5d104b4f554fe3544bdd3abd635ae","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3578210330936790","idStr":"3578210330936790"},"htmlText":"Safe","listText":"Safe","text":"Safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195205757","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4359914,"gmtCreate":1621296132645,"gmtModify":1680789370703,"authorId":3575273190676019,"author":{"id":3575273190676019,"idStr":"3575273190676019","authorId":3575273190676019,"name":"ynngy","avatar":"https://static.tigerbbs.com/c3b764c34a3be814280b5ed823bbb9c7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195205757,"type":1,"supId":0,"prevId":0,"content":"<u>safe</u>","text":"<u>safe</u>","html":"<u>safe</u>"}],"langContent":"EN"},{"id":195678947,"gmtCreate":1621295010389,"gmtModify":1704355196427,"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3560241002253187","idStr":"3560241002253187"},"htmlText":"$160 is coming soon","listText":"$160 is coming soon","text":"$160 is coming soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195678947","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195671580,"gmtCreate":1621294992140,"gmtModify":1704355195608,"author":{"id":"3581571479581183","authorId":"3581571479581183","name":"1Robo","avatar":"https://static.tigerbbs.com/d6d78c3153b562ef72e04f138b8a4f8a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3581571479581183","idStr":"3581571479581183"},"htmlText":"DIS is a economy recovery play.&nbsp;","listText":"DIS is a economy recovery play.&nbsp;","text":"DIS is a economy recovery play.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195671580","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195671112,"gmtCreate":1621294970236,"gmtModify":1704355195270,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"htmlText":"Buy at a discount. Disney ftw","listText":"Buy at a discount. Disney ftw","text":"Buy at a discount. Disney ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195671112","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4360075,"gmtCreate":1621296507549,"gmtModify":1680789370215,"authorId":3576820982022251,"author":{"id":3576820982022251,"idStr":"3576820982022251","authorId":3576820982022251,"name":"Shindokai","avatar":"https://static.tigerbbs.com/548d3e56658ca7df99ec4ad0e0b65d4d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195671112,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":195622526,"gmtCreate":1621293928365,"gmtModify":1704355158941,"author":{"id":"3582026494482473","authorId":"3582026494482473","name":"Sagi08","avatar":"https://static.tigerbbs.com/04a6ca80d31900bae8ec95b23446e79d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582026494482473","idStr":"3582026494482473"},"htmlText":"Food for thought","listText":"Food for thought","text":"Food for thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195622526","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195620073,"gmtCreate":1621293691892,"gmtModify":1704355149113,"author":{"id":"3581588311288634","authorId":"3581588311288634","name":"brandonwcj","avatar":"https://static.tigerbbs.com/a122e339b72dc656fb1dd02ceab78968","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581588311288634","idStr":"3581588311288634"},"htmlText":"Be mindful of more competitors joining the market and the reopening of their park might be affected when the nrw covid strains strikes again","listText":"Be mindful of more competitors joining the market and the reopening of their park might be affected when the nrw covid strains strikes again","text":"Be mindful of more competitors joining the market and the reopening of their park might be affected when the nrw covid strains strikes again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195620073","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195667081,"gmtCreate":1621293643143,"gmtModify":1704355147960,"author":{"id":"3555043402922696","authorId":"3555043402922696","name":"逢場作戲又一日","avatar":"https://community-static.tradeup.com/news/6a5fbf2ceb7c7ee0399d41e6348dadf7","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3555043402922696","idStr":"3555043402922696"},"htmlText":"Time buy","listText":"Time buy","text":"Time buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195667081","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4359675,"gmtCreate":1621295427979,"gmtModify":1680789361369,"authorId":3575859659136593,"author":{"id":3575859659136593,"idStr":"3575859659136593","authorId":3575859659136593,"name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195667081,"type":1,"supId":0,"prevId":0,"content":"Yes ","text":"Yes ","html":"Yes "},{"id":4359324,"gmtCreate":1621294208821,"gmtModify":1680789352205,"authorId":3576156004857448,"author":{"id":3576156004857448,"idStr":"3576156004857448","authorId":3576156004857448,"name":"Gfree","avatar":"https://static.tigerbbs.com/2bad494c1eb68de3655386130ab22aae","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195667081,"type":1,"supId":0,"prevId":0,"content":"<u>no</u>","text":"<u>no</u>","html":"<u>no</u>"}],"langContent":"EN"},{"id":195664953,"gmtCreate":1621293599272,"gmtModify":1704355146325,"author":{"id":"3581497682222316","authorId":"3581497682222316","name":"bizmummy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581497682222316","idStr":"3581497682222316"},"htmlText":"HODL","listText":"HODL","text":"HODL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195664953","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195668463,"gmtCreate":1621293456152,"gmtModify":1704355141896,"author":{"id":"3576146339605303","authorId":"3576146339605303","name":"Wgey","avatar":"https://static.tigerbbs.com/520bb071b232d578956138674699a761","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576146339605303","idStr":"3576146339605303"},"htmlText":"Disney+ is still burning cash. Possible to increase in stock price after more contents on it and reach stability.&nbsp;","listText":"Disney+ is still burning cash. Possible to increase in stock price after more contents on it and reach stability.&nbsp;","text":"Disney+ is still burning cash. Possible to increase in stock price after more contents on it and reach stability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/195668463","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4359525,"gmtCreate":1621294923557,"gmtModify":1680789361383,"authorId":3571108991612603,"author":{"id":3571108991612603,"idStr":"3571108991612603","authorId":3571108991612603,"name":"IchiGo","avatar":"https://static.tigerbbs.com/c7799d84b640de8d882c175fa85737b5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195668463,"type":1,"supId":4359443,"prevId":0,"content":"Disneyland in France to be opened in June","text":"Disneyland in France to be opened in June","html":"Disneyland in France to be opened in June"},{"id":4359683,"gmtCreate":1621295459667,"gmtModify":1680789358837,"authorId":3575859659136593,"author":{"id":3575859659136593,"idStr":"3575859659136593","authorId":3575859659136593,"name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195668463,"type":1,"supId":0,"prevId":0,"content":"Its a long term share to holD","text":"Its a long term share to holD","html":"Its a long term share to holD"},{"id":4359443,"gmtCreate":1621294619584,"gmtModify":1680789358285,"authorId":3553731454353837,"author":{"id":3553731454353837,"idStr":"3553731454353837","authorId":3553731454353837,"name":"CMPek","avatar":"https://static.tigerbbs.com/468425562736f96d38e968e1b2419132","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195668463,"type":1,"supId":0,"prevId":0,"content":"I think it will go up once their theme park reopens","text":"I think it will go up once their theme park reopens","html":"I think it will go up once their theme park reopens"},{"id":4359130,"gmtCreate":1621293732183,"gmtModify":1680789355008,"authorId":3566159832938847,"author":{"id":3566159832938847,"idStr":"3566159832938847","authorId":3566159832938847,"name":"Winkingbear","avatar":"https://static.tigerbbs.com/fa59ca544b59fdba57ec5b04668be509","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195668463,"type":1,"supId":0,"prevId":0,"content":"Now its a bout gRowth ","text":"Now its a bout gRowth ","html":"Now its a bout gRowth "},{"id":4359095,"gmtCreate":1621293586437,"gmtModify":1680789354440,"authorId":3581742160042398,"author":{"id":3581742160042398,"idStr":"3581742160042398","authorId":3581742160042398,"name":"Ben1978","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195668463,"type":1,"supId":0,"prevId":0,"content":"Cash burner ","text":"Cash burner ","html":"Cash burner "}],"langContent":"EN"},{"id":195663509,"gmtCreate":1621293269001,"gmtModify":1704355139279,"author":{"id":"3581823222182692","authorId":"3581823222182692","name":"AJAJ","avatar":"https://static.tigerbbs.com/d39956ed0487a0f393611b7d94da0db0","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581823222182692","idStr":"3581823222182692"},"htmlText":"Can buy","listText":"Can buy","text":"Can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195663509","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4359413,"gmtCreate":1621294498106,"gmtModify":1680789361888,"authorId":3566625666991378,"author":{"id":3566625666991378,"idStr":"3566625666991378","authorId":3566625666991378,"name":"jastsm","avatar":"https://static.tigerbbs.com/788c247e8da6b8b77693cdcfee1b68eb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195663509,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":195663221,"gmtCreate":1621293262063,"gmtModify":1704355138630,"author":{"id":"3563244604368605","authorId":"3563244604368605","name":"JBSIEW","avatar":"https://static.tigerbbs.com/98de4f8fefba82ae441dde7b51ef936d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3563244604368605","idStr":"3563244604368605"},"htmlText":"Oh oh...","listText":"Oh oh...","text":"Oh oh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195663221","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":195669834,"gmtCreate":1621293226728,"gmtModify":1704355136502,"author":{"id":"3576274545052910","authorId":"3576274545052910","name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576274545052910","idStr":"3576274545052910"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195669834","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4359119,"gmtCreate":1621293670944,"gmtModify":1680789350252,"authorId":3579150819625638,"author":{"id":3579150819625638,"idStr":"3579150819625638","authorId":3579150819625638,"name":"gorgonzola","avatar":"https://static.tigerbbs.com/1c98c4db336df9bf3de0d2833d8ff0cf","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195669834,"type":1,"supId":0,"prevId":0,"content":"done. like and comment <u>back</u> plse. tks","text":"done. like and comment <u>back</u> plse. tks","html":"done. like and comment <u>back</u> plse. tks"},{"id":4359031,"gmtCreate":1621293240849,"gmtModify":1680789347870,"authorId":3563244604368605,"author":{"id":3563244604368605,"idStr":"3563244604368605","authorId":3563244604368605,"name":"JBSIEW","avatar":"https://static.tigerbbs.com/98de4f8fefba82ae441dde7b51ef936d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195669834,"type":1,"supId":0,"prevId":0,"content":"no no <u>no</u>","text":"no no <u>no</u>","html":"no no <u>no</u>"}],"langContent":"EN"},{"id":195687095,"gmtCreate":1621293142717,"gmtModify":1704355133889,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"htmlText":"Buy low","listText":"Buy low","text":"Buy low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195687095","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4359114,"gmtCreate":1621293653359,"gmtModify":1680789352255,"authorId":3580024367177542,"author":{"id":3580024367177542,"idStr":"3580024367177542","authorId":3580024367177542,"name":"ISSEY1413","avatar":"https://static.tigerbbs.com/3aae359514ad4455bfc28cf62f608a5e","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.13","exceedPercentage":"93.26%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195687095,"type":1,"supId":0,"prevId":0,"content":"common sense  [无语]","text":"common sense  [无语]","html":"common sense  [无语]"},{"id":4359028,"gmtCreate":1621293221453,"gmtModify":1680789347629,"authorId":3576274545052910,"author":{"id":3576274545052910,"idStr":"3576274545052910","authorId":3576274545052910,"name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195687095,"type":1,"supId":0,"prevId":0,"content":"Nice","text":"Nice","html":"Nice"}],"langContent":"EN"},{"id":195689602,"gmtCreate":1621292683906,"gmtModify":1704355124220,"author":{"id":"3581929779222082","authorId":"3581929779222082","name":"AH8398","avatar":"https://static.tigerbbs.com/fce8ee67d423bfe5f72d59cb34bab278","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581929779222082","idStr":"3581929779222082"},"htmlText":"pls like and comment thanks&nbsp;","listText":"pls like and comment thanks&nbsp;","text":"pls like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195689602","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4358992,"gmtCreate":1621293073189,"gmtModify":1680789348795,"authorId":3581927793488898,"author":{"id":3581927793488898,"idStr":"3581927793488898","authorId":3581927793488898,"name":"amazinggrace","avatar":"https://static.tigerbbs.com/101230c6fb2ec15140a58f9488ad7396","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.15","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195689602,"type":1,"supId":0,"prevId":0,"content":"Please kindly comment back!","text":"Please kindly comment back!","html":"Please kindly comment back!"}],"langContent":"EN"},{"id":195617335,"gmtCreate":1621292572427,"gmtModify":1704355122092,"author":{"id":"3581993357014262","authorId":"3581993357014262","name":"Slee49","avatar":"https://static.tigerbbs.com/a4a9c556617a3ec3446f5c1c667b4aa0","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3581993357014262","idStr":"3581993357014262"},"htmlText":"Buying opportunity&nbsp;","listText":"Buying opportunity&nbsp;","text":"Buying opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195617335","repostId":1121366045,"repostType":4,"repost":{"id":"1121366045","pubTimestamp":1621265461,"share":"https://ttm.financial/m/news/1121366045?lang=&edition=fundamental","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p>\n<p><b>Walt Disney</b>&nbsp;(NYSE:DIS)&nbsp;ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service.&nbsp;While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p>\n<p>The stock initially sold off sharply after the&nbsp;earnings report&nbsp;and is currently down 4.3% year to date.&nbsp;Investors are probably wondering if the House of Mouse is still a good investment.</p>\n<p>Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p>\n<p><b>1. Disney+ is still on track to reach 230 million subscribers</b></p>\n<p>Disney was already doomed to disappoint investors after&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX)&nbsp;missed its own guidance for subscribers in the March-ending quarter.&nbsp;There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p>\n<p>Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\"&nbsp;And this was despite the first price increase for Disney+ since launch.</p>\n<p>Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p>\n<p><b>2. Churn levels remaining low despite price increases</b></p>\n<p>Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p>\n<p>Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p>\n<p>Remember that Disney has gained more than 100 million subs without tapping the&nbsp;deep pipeline of content&nbsp;from&nbsp;<i>Star Wars</i>&nbsp;and Marvel that management unveiled at its December investor day presentation.&nbsp;As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p>\n<p><b>3. Disney+ has yet to benefit from recent price increases</b></p>\n<p>Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter.&nbsp;That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p>\n<p>The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets.&nbsp;Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p>\n<p>\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p>\n<p><b>4. Per capita spending is up at theme parks</b></p>\n<p>Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019.&nbsp;Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter.&nbsp;But that's an improvement from the previous quarter's 53% decline.</p>\n<p>Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p>\n<p>Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p>\n<p>It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the&nbsp;entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</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>Is Disney Stock Still a Buy After Missing Subscriber Estimates?</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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":194,"commentSize":68,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}