Did You Miss This Valuable Info in Disney's Latest Earnings?

68
13
Favorite

Did You Miss This Valuable Info in Disney's Latest Earnings?

Motley Fool2021-05-31

Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...

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.

Report

Comment（13）

Libertyrover
·2021-05-31
Like
Reply
Like
Report
YWSee
·2021-05-31
Great
Reply
Like
Report
yvneyng
·2021-05-31
Impressive
Reply
1
Report
木吉蒂
·2021-05-31
Disney Paris will reopen in Jun. However, earning recovery will take longer as most parks are not allowed to operate at max capacity. Optimistically, perhaps only in Sep or Dec Quarter
Reply
1
Report
Fold Replies
- JunJie2525:
  That is positive news
  2021-05-31
  Reply
  Report
- KinKat:
  [OK]
  2021-05-31
  Reply
  Report
jw_la
·2021-05-31
Gogo Disney
Reply
1
Report
MamaLee
·2021-05-31
Comment
Reply
2
Report
Fold Replies
- JunRui21:
  .
  2021-05-31
  Reply
  Report
TraderJo98
·2021-05-31
Wow
Reply
2
Report
Fold Replies
- MamaLee:
  Ok
  2021-05-31
  Reply
  Report
Sena11
·2021-05-31
What did we miss?
Reply
2
Report
Ddsl
·2021-05-31
Definitely growth potential. Could reach $200 by the end of the year.
Reply
Like
Report
Mythology
·2021-05-31
Pls like n comment :)
Reply
6
Report
Fold Replies
- Derrick3388:
  good sharing ?
  2021-05-31
  Reply
  Report
- hongg:
  ok
  2021-05-31
  Reply
  Report
- GlenKeith:
  Ok
  2021-05-31
  Reply
  Report
View more 1 comments
francislin
·2021-05-31
Pls like and comment. I'll do the same
Reply
5
Report
Fold Replies
- jackson5:
  Pls reply to my comment!
  2021-05-31
  Reply
  Report
- AhKeong:
  happiest place to be
  2021-05-31
  Reply
  Report
- francislin:
  Thanks
  2021-05-31
  Reply
  Report
View more 2 comments
ynwaben
·2021-05-31
Meh. Pls like n comment
Reply
2
Report
Fold Replies
- Huat899:
  Pls like and comment back, thanks...
  2021-05-31
  Reply
  Report
- ynwaben:
  pls comment back
  2021-05-31
  Reply
  Report
rhengheng
·2021-05-31
Like and comment please
Reply
2
Report
Fold Replies
- Jeffso:
  Hihi, can reply? Thanks
  2021-05-31
  Reply
  Report
- ynwaben:
  pls reply back too
  2021-05-31
  Reply
  Report
- Kennyoscar:
  Sow
  2021-05-31
  Reply
  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/2139480673?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-05-31 08:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2139480673","market":"us","top_or_hot":-1,"title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","media":"Motley Fool","content":"<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","article_id":"2139480673","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","pubTimestamp":1622422347,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"DIS":"迪士尼"},"translate_title":"迪士尼最新财报中的这条宝贵信息，你错过了吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DIS":0.9},"content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","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":110837061,"gmtCreate":1622437057553,"gmtModify":1704184422351,"author":{"id":"3581497009950178","authorId":"3581497009950178","name":"Libertyrover","avatar":"https://static.tigerbbs.com/b739f0f63e58fae64c68a7b661b3334a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3581497009950178","idStr":"3581497009950178"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110837061","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":110328405,"gmtCreate":1622426541207,"gmtModify":1704184199444,"author":{"id":"3567976912833817","authorId":"3567976912833817","name":"YWSee","avatar":"https://static.tigerbbs.com/42a8fbda015b2753c2bdf56581520098","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3567976912833817","idStr":"3567976912833817"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110328405","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":110385907,"gmtCreate":1622425844209,"gmtModify":1704184176813,"author":{"id":"3585192718156791","authorId":"3585192718156791","name":"yvneyng","avatar":"https://static.tigerbbs.com/76e9d3dda84e38df5f92fb2edf5f1be0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3585192718156791","idStr":"3585192718156791"},"htmlText":"Impressive&nbsp;","listText":"Impressive&nbsp;","text":"Impressive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110385907","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":110383249,"gmtCreate":1622425625281,"gmtModify":1704184169240,"author":{"id":"3577229760496516","authorId":"3577229760496516","name":"木吉蒂","avatar":"https://static.tigerbbs.com/89290f2c42589f1e42296c61dde71238","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3577229760496516","idStr":"3577229760496516"},"htmlText":"Disney Paris will reopen in Jun. However, earning recovery will take longer as most parks are not allowed to operate at max capacity. Optimistically, perhaps only in Sep or Dec Quarter","listText":"Disney Paris will reopen in Jun. However, earning recovery will take longer as most parks are not allowed to operate at max capacity. Optimistically, perhaps only in Sep or Dec Quarter","text":"Disney Paris will reopen in Jun. However, earning recovery will take longer as most parks are not allowed to operate at max capacity. Optimistically, perhaps only in Sep or Dec Quarter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110383249","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4514353,"gmtCreate":1622429927436,"gmtModify":1680792125261,"authorId":3585024956927494,"author":{"id":3585024956927494,"idStr":"3585024956927494","authorId":3585024956927494,"name":"JunJie2525","avatar":"https://static.tigerbbs.com/302383e2955e7a53a28269a001f04c4b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110383249,"type":1,"supId":0,"prevId":0,"content":"That is positive news","text":"That is positive news","html":"That is positive news"},{"id":4513379,"gmtCreate":1622426005816,"gmtModify":1680792106292,"authorId":3577917165320806,"author":{"id":3577917165320806,"idStr":"3577917165320806","authorId":3577917165320806,"name":"KinKat","avatar":"https://community-static.tradeup.com/news/303a11363633244c53e6b67003899c74","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110383249,"type":1,"supId":0,"prevId":0,"content":"[OK]","text":"[OK]","html":"[OK]"}],"langContent":"EN"},{"id":110332487,"gmtCreate":1622424990049,"gmtModify":1704184147231,"author":{"id":"3581249355493993","authorId":"3581249355493993","name":"jw_la","avatar":"https://static.tigerbbs.com/417de586d09c5aa961c7f9b7477ca049","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581249355493993","idStr":"3581249355493993"},"htmlText":"Gogo Disney&nbsp;","listText":"Gogo Disney&nbsp;","text":"Gogo Disney","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110332487","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":110309147,"gmtCreate":1622424177589,"gmtModify":1704184111701,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110309147","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4512992,"gmtCreate":1622424788469,"gmtModify":1680792091591,"authorId":3584934765330202,"author":{"id":3584934765330202,"idStr":"3584934765330202","authorId":3584934765330202,"name":"JunRui21","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110309147,"type":1,"supId":0,"prevId":0,"content":".","text":".","html":"."}],"langContent":"EN"},{"id":110947940,"gmtCreate":1622423654680,"gmtModify":1704184094574,"author":{"id":"3555067011639600","authorId":"3555067011639600","name":"TraderJo98","avatar":"https://static.tigerbbs.com/4b2fb6c4a2935a517c3b7b2963f0308e","vip":1,"crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3555067011639600","idStr":"3555067011639600"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110947940","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4512742,"gmtCreate":1622424185300,"gmtModify":1680792088718,"authorId":3579998898288031,"author":{"id":3579998898288031,"idStr":"3579998898288031","authorId":3579998898288031,"name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","vip":1,"currentWearingBadge":{"badgeId":"4e86300037264823b9bb00ff44fc0f19-6","templateUuid":"4e86300037264823b9bb00ff44fc0f19","name":"Live trading challenger","description":"for 12 months","bigImgUrl":"https://community-static.tradeup.com/news/b76669c276447115bf9cde881b0cba68","smallImgUrl":"https://community-static.tradeup.com/news/6d5ffd25685d045ade4bb948ef8fd5c3","grayImgUrl":"https://community-static.tradeup.com/news/076cd4597f6ea22aabdd4f6a12b2c293","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5600},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110947940,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":110940268,"gmtCreate":1622423310654,"gmtModify":1704184083787,"author":{"id":"3581972561289020","authorId":"3581972561289020","name":"Sena11","avatar":"https://static.tigerbbs.com/332d7d74927168702f2c7c17483c8a6a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581972561289020","idStr":"3581972561289020"},"htmlText":"What did we miss?","listText":"What did we miss?","text":"What did we miss?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110940268","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":110953180,"gmtCreate":1622422822540,"gmtModify":1704184072517,"author":{"id":"3572567683672897","authorId":"3572567683672897","name":"Ddsl","avatar":"https://static.tigerbbs.com/4349a7a2362135d26685a45e48253c3d","vip":1,"crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3572567683672897","idStr":"3572567683672897"},"htmlText":"Definitely growth potential. Could reach $200 by the end of the year.&nbsp;","listText":"Definitely growth potential. Could reach $200 by the end of the year.&nbsp;","text":"Definitely growth potential. Could reach $200 by the end of the year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110953180","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":110950469,"gmtCreate":1622422750951,"gmtModify":1704184070554,"author":{"id":"3581631227222192","authorId":"3581631227222192","name":"Mythology","avatar":"https://static.tigerbbs.com/190cafdd30075e07fb377edd392ed682","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581631227222192","idStr":"3581631227222192"},"htmlText":"Pls like n comment :)","listText":"Pls like n comment :)","text":"Pls like n comment :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/110950469","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4514412,"gmtCreate":1622430365914,"gmtModify":1680792127475,"authorId":3571122265542784,"author":{"id":3571122265542784,"idStr":"3571122265542784","authorId":3571122265542784,"name":"Derrick3388","avatar":"https://static.tigerbbs.com/fdb5ce05320a1a446ab0d788b0368648","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":"2021.12.28","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110950469,"type":1,"supId":0,"prevId":0,"content":"good sharing ?","text":"good sharing ?","html":"good sharing ?"},{"id":4512356,"gmtCreate":1622423029243,"gmtModify":1680792089591,"authorId":3578638769183965,"author":{"id":3578638769183965,"idStr":"3578638769183965","authorId":3578638769183965,"name":"hongg","avatar":"https://static.tigerbbs.com/5a7a0b4bab6ad61e3bd4f1a19c4d1a03","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":"2024.05.10","exceedPercentage":"93.40%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110950469,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":4512670,"gmtCreate":1622424024375,"gmtModify":1680792083198,"authorId":3578608277229611,"author":{"id":3578608277229611,"idStr":"3578608277229611","authorId":3578608277229611,"name":"GlenKeith","avatar":"https://static.tigerbbs.com/f0e3d7de5b5e299a0e9be5b858ac6730","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110950469,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4512299,"gmtCreate":1622422786012,"gmtModify":1680792079303,"authorId":3577504972179170,"author":{"id":3577504972179170,"idStr":"3577504972179170","authorId":3577504972179170,"name":"Arnoldy","avatar":"https://static.tigerbbs.com/3bfdb559c890249bf261380cb2bd5721","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110950469,"type":1,"supId":0,"prevId":0,"content":"please like and comment on my post thanks","text":"please like and comment on my post thanks","html":"please like and comment on my post thanks"}],"langContent":"EN"},{"id":110926479,"gmtCreate":1622422554591,"gmtModify":1704184063294,"author":{"id":"3555268197285265","authorId":"3555268197285265","name":"francislin","avatar":"https://static.tigerbbs.com/e27201e944b0dacc41859c5728b027e4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3555268197285265","idStr":"3555268197285265"},"htmlText":"Pls like and comment. I'll do the same&nbsp;","listText":"Pls like and comment. I'll do the same&nbsp;","text":"Pls like and comment. I'll do the same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/110926479","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4512628,"gmtCreate":1622423888627,"gmtModify":1680792086873,"authorId":3582937138642110,"author":{"id":3582937138642110,"idStr":"3582937138642110","authorId":3582937138642110,"name":"jackson5","avatar":"https://static.tigerbbs.com/165df05f4d956b3db8eaa45db180726c","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926479,"type":1,"supId":0,"prevId":0,"content":"Pls reply to my comment!","text":"Pls reply to my comment!","html":"Pls reply to my comment!"},{"id":4512230,"gmtCreate":1622422619405,"gmtModify":1680792082467,"authorId":3579764463709225,"author":{"id":3579764463709225,"idStr":"3579764463709225","authorId":3579764463709225,"name":"AhKeong","avatar":"https://community-static.tradeup.com/news/b20c0291da6c54ef8f3c421a4ed45c27","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926479,"type":1,"supId":4512205,"prevId":0,"content":"happiest place to <u>be</u>","text":"happiest place to <u>be</u>","html":"happiest place to <u>be</u>"},{"id":4512222,"gmtCreate":1622422603122,"gmtModify":1680792078803,"authorId":3555268197285265,"author":{"id":3555268197285265,"idStr":"3555268197285265","authorId":3555268197285265,"name":"francislin","avatar":"https://static.tigerbbs.com/e27201e944b0dacc41859c5728b027e4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926479,"type":1,"supId":0,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":4512205,"gmtCreate":1622422574295,"gmtModify":1680792077206,"authorId":3577420386659159,"author":{"id":3577420386659159,"idStr":"3577420386659159","authorId":3577420386659159,"name":"Huat899","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926479,"type":1,"supId":0,"prevId":0,"content":"Pls like and comment back, thanks...","text":"Pls like and comment back, thanks...","html":"Pls like and comment back, thanks..."},{"id":4512262,"gmtCreate":1622422673408,"gmtModify":1680792074198,"authorId":3584083942205926,"author":{"id":3584083942205926,"idStr":"3584083942205926","authorId":3584083942205926,"name":"HappyTum","avatar":"https://static.tigerbbs.com/e17e8fe0f76bab142b7afa480ad9e85b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926479,"type":1,"supId":0,"prevId":0,"content":"Done","text":"Done","html":"Done"}],"langContent":"EN"},{"id":110926167,"gmtCreate":1622422542959,"gmtModify":1704184062967,"author":{"id":"3581725251810238","authorId":"3581725251810238","name":"ynwaben","avatar":"https://static.tigerbbs.com/617ad5bc55468a1b0d22683027adc1e0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581725251810238","idStr":"3581725251810238"},"htmlText":"Meh. Pls like n comment","listText":"Meh. Pls like n comment","text":"Meh. Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110926167","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4512208,"gmtCreate":1622422581250,"gmtModify":1680792077682,"authorId":3577420386659159,"author":{"id":3577420386659159,"idStr":"3577420386659159","authorId":3577420386659159,"name":"Huat899","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926167,"type":1,"supId":0,"prevId":0,"content":"Pls like and comment back, thanks...","text":"Pls like and comment back, thanks...","html":"Pls like and comment back, thanks..."},{"id":4512248,"gmtCreate":1622422644014,"gmtModify":1680792073980,"authorId":3581725251810238,"author":{"id":3581725251810238,"idStr":"3581725251810238","authorId":3581725251810238,"name":"ynwaben","avatar":"https://static.tigerbbs.com/617ad5bc55468a1b0d22683027adc1e0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110926167,"type":1,"supId":4512208,"prevId":0,"content":"pls comment back","text":"pls comment back","html":"pls comment back"}],"langContent":"EN"},{"id":110921694,"gmtCreate":1622422472118,"gmtModify":1704184060328,"author":{"id":"3577612953569737","authorId":"3577612953569737","name":"rhengheng","avatar":"https://static.tigerbbs.com/58bf6b16a89ff371c6c0942ad99039ea","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577612953569737","idStr":"3577612953569737"},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/110921694","repostId":2139480673,"repostType":4,"repost":{"id":"2139480673","pubTimestamp":1622422347,"share":"https://ttm.financial/m/news/2139480673?lang=&edition=fundamental","pubTime":"2021-05-31 08:52","market":"us","language":"en","title":"Did You Miss This Valuable Info in Disney's Latest Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139480673","media":"Motley Fool","summary":"Investors who knocked the stock down 5% after fiscal second-quarter earnings were focused on the wrong thing.","content":"<p><b>Walt Disney</b> (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.</p>\n<p>In its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important <a href=\"https://laohu8.com/S/AONE\">one</a> that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F624121%2Fdisneycinderella-castle-medical-salute-with-signs-scaled.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Cinderella castle reopening salute to first responders. Image source: Walt Disney.</p>\n<h2>The reopening</h2>\n<p>The focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.</p>\n<p>Chapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"</p>\n<p>The company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.</p>\n<h2>An impactful segment</h2>\n<p>While many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.</p>\n<p>The parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.</p>\n<p>As reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.</p>\n<h2>The takeaway</h2>\n<p>Disney's stock has since recovered from the post-earnings hit it took. But while the <b>S&amp;P 500</b> has returned almost 12% year to date, Disney shares are still in the red this year.</p>\n<p><img src=\"https://static.tigerbbs.com/dfe5e52ac90c4bdc07bbbacb7091cc5b\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>DIS data by YCharts.</p>\n<p>Considering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.</p>\n<p>Focusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did You Miss This Valuable Info in Disney's Latest Earnings?</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\">\nDid You Miss This Valuable Info in Disney's Latest Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/\">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/2021/05/30/did-you-miss-valuable-info-disney-q2-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139480673","content_text":"Walt Disney (NYSE:DIS) management showed its experience and flexibility during the pandemic with a pivot in its business strategy to accelerate the rollout of its streaming television offerings. Investors cheered the success of Disney+ in particular, as it exceeded 100 million subscribers earlier this year, only about 16 months after its launch.\nIn its second-quarter 2021 earnings release, the company announced a total of 103.6 million Disney+ subscribers as of April 3, and investors were disappointed that the pace of growth had begun to slow. The result was a 5% drop in the share price in the days following the announcement. But investors focused on the streaming data figure missed a more important one that provided an opportunity to invest in a company with an iconic brand and plenty of upside potential.\n\nCinderella castle reopening salute to first responders. Image source: Walt Disney.\nThe reopening\nThe focus on Disney's plans for its Disney+, Hulu, and ESPN+ streaming offerings was understandable during the pandemic. And progress in that segment will remain important. But in the second-quarter conference call, CEO Bob Chapek gave investors some information that has a more relevant impact on how the business will recover compared to pre-pandemic levels.\nChapek's comments indicated there will be upside from the company's parks, experiences, and products segment beyond pre-pandemic levels once the full recovery takes hold. He told investors, \"We've taken advantage of the opportunity to make improvements to our operating procedures to enhance the guest experience through the use of technology innovations, new ticketing strategies, and other offerings.\"\nThe company most recently reopened its Disneyland park in Anaheim, California, but the rebound is already being felt on an international level. Chapek told investors that its Shanghai resort is currently operating at or above fiscal-year 2019 levels. He also said the company is \"encouraged by what we're seeing at Hong Kong Disneyland.\" And with Disney's Paris park yet to reopen, there's more room for the rebound to accelerate.\nAn impactful segment\nWhile many investors might have been unhappy with the lower pace of growth in the direct-to-consumer offerings, it seems that the news for the parks segment was somewhat overlooked. Disney's streaming business is increasingly important, especially as it relates to the film studio business overall. But people might be forgetting how big the theme park business was prior to the pandemic.\nThe parks segment contributed 38% of revenue for the fiscal year ended Sept. 28, 2019. As a recovery from the pandemic began to take hold in late 2020 and early 2021, the segment represented 21% of total revenue for the six months ended April 3, 2021.\nAs reopening progresses, and with pent-up demand (as witnessed with the Shanghai park), the company looks to have a significant catalyst from here. The results from the most recent earnings period were just at the beginning of a resurgence in consumer activity. There wasn't even an approved vaccine for adolescents at the time, while there is now. And domestic air travel is still only at about 60% of comparable 2019 levels. That's been steadily improving, but there is still much more of an increase ahead. And Disney parks are undoubtedly going to remain a favored destination for family vacations.\nThe takeaway\nDisney's stock has since recovered from the post-earnings hit it took. But while the S&P 500 has returned almost 12% year to date, Disney shares are still in the red this year.\n\nDIS data by YCharts.\nConsidering the likely boon coming from vacationers returning to Disney theme parks globally, and the other areas of a recovery (like sports and movies) that the company will benefit from, the rebound in business has only just begun.\nFocusing on the relatively new streaming services makes sense. That will be a growth segment for the company for some time to come. But investors seemed to miss the obvious in the earnings report, and it's not too late to invest ahead of when the benefits from a return to theme parks will be fully realized.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4512376,"gmtCreate":1622423106936,"gmtModify":1680792089827,"authorId":3582756157113197,"author":{"id":3582756157113197,"idStr":"3582756157113197","authorId":3582756157113197,"name":"Jeffso","avatar":"https://static.tigerbbs.com/45c271a09ee55b5060316ef385a6b9d7","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":"2024.01.25","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110921694,"type":1,"supId":0,"prevId":0,"content":"Hihi, can reply? Thanks","text":"Hihi, can reply? Thanks","html":"Hihi, can reply? Thanks"},{"id":4512197,"gmtCreate":1622422553222,"gmtModify":1680792074715,"authorId":3581725251810238,"author":{"id":3581725251810238,"idStr":"3581725251810238","authorId":3581725251810238,"name":"ynwaben","avatar":"https://static.tigerbbs.com/617ad5bc55468a1b0d22683027adc1e0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110921694,"type":1,"supId":0,"prevId":0,"content":"pls reply back too","text":"pls reply back too","html":"pls reply back too"},{"id":4512186,"gmtCreate":1622422519768,"gmtModify":1680792074280,"authorId":3575882730419858,"author":{"id":3575882730419858,"idStr":"3575882730419858","authorId":3575882730419858,"name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","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":"2021.12.21","exceedPercentage":"93.82%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":110921694,"type":1,"supId":0,"prevId":0,"content":"Sow","text":"Sow","html":"Sow"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":68,"commentSize":13,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}