Mickey Mouse er kommet med regnskab for tredje kvartal. De haever prisen paa Disney+ med 38% til $10.99. Antallet af Disney+ abonnenter vokser med 10,5% til 152,1 millioner. De har nu sammenlagt 221 millioner abonnenter paa tvaers af deres udbud. Det samme har Netflix, der stod i stampe dette kvartal paa det punkt. Disney stiger med knap 7% i efter-markedet. Det kan jeg godt forstaa.
Omsaetning pr abonnent (ikke helt sammenlignelige tal):
Disney+:
Domestic 6.27
International 6.29
Global 4.35
ESPN+ 4.55
Hulu 12.92
Warner Bros Discovery (bl.a. HBO Max og Discovery):
Domestic 10.54
International 3.69
Global 7.66
Netflix:
Domestic ~15.95
International 9.95
Global 11.96
United States and Canada (UCAN) 15.95
Europe, Middle East and Africa (EMEA) 11.17
Latin America (LATAM) 8.67
Asia-Pacific (APAC) 8.83
Lyt til telekonferencen her, der stadig er i gang med Q&A:
https://thewaltdisneycompany.com/disneys-q3-fy22-earnings-results-webcast/
Traad om $WBD:
https://proinvestor.com/boards/105138/
Traad om $NFLX:
https://proinvestor.com/boards/104658/
Disney tops Netflix in streaming subscribers, raises prices for ad-free options
https://www.reuters.com/technology/disney-tops-netflix-streaming-subscribers-raises-prices-ad-free-options-2022-08-10/
Disney subscriber growth blows past estimates, as company beats on top and bottom line
https://www.cnbc.com/2022/08/10/disney-dis-fiscal-q3-2022-earnings.html
Tallene er ikke tilgaengelige hos SEC endnu, men paa et tidspunkt bliver de her figurer automatisk opdaterede, naar det sker:
Omsaetning for hvert geografisk segment:
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.StatementGeographical_.png
Omsaetning for hvert produkt-segment:
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.StatementBusinessSegments_.png
Omsaetning hvor hvert produkt og hver service:
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.ProductOrService_.png
Omsaetning fra abonnenter (ikke kun Disney+):
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.ProductOrService_dis.SubscriptionFees.png
Tidsserier for alle regnskabstal:
https://midgardfinance.com/10q10k/D/DIS/
Omsaetning pr abonnent (ikke helt sammenlignelige tal):
Disney+:
Domestic 6.27
International 6.29
Global 4.35
ESPN+ 4.55
Hulu 12.92
Warner Bros Discovery (bl.a. HBO Max og Discovery):
Domestic 10.54
International 3.69
Global 7.66
Netflix:
Domestic ~15.95
International 9.95
Global 11.96
United States and Canada (UCAN) 15.95
Europe, Middle East and Africa (EMEA) 11.17
Latin America (LATAM) 8.67
Asia-Pacific (APAC) 8.83
Lyt til telekonferencen her, der stadig er i gang med Q&A:
https://thewaltdisneycompany.com/disneys-q3-fy22-earnings-results-webcast/
Traad om $WBD:
https://proinvestor.com/boards/105138/
Traad om $NFLX:
https://proinvestor.com/boards/104658/
Disney tops Netflix in streaming subscribers, raises prices for ad-free options
https://www.reuters.com/technology/disney-tops-netflix-streaming-subscribers-raises-prices-ad-free-options-2022-08-10/
Disney subscriber growth blows past estimates, as company beats on top and bottom line
https://www.cnbc.com/2022/08/10/disney-dis-fiscal-q3-2022-earnings.html
Tallene er ikke tilgaengelige hos SEC endnu, men paa et tidspunkt bliver de her figurer automatisk opdaterede, naar det sker:
Omsaetning for hvert geografisk segment:
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.StatementGeographical_.png
Omsaetning for hvert produkt-segment:
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.StatementBusinessSegments_.png
Omsaetning hvor hvert produkt og hver service:
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.ProductOrService_.png
Omsaetning fra abonnenter (ikke kun Disney+):
https://midgardfinance.com/10q10k/D/DIS/DIS_us-gaap.Revenues_us-gaap.ProductOrService_dis.SubscriptionFees.png
Tidsserier for alle regnskabstal:
https://midgardfinance.com/10q10k/D/DIS/
11/8 2022 06:17 ProInvestorNEWS 3105190
Walt Disney (DIS) Q3 2022 Earnings Call Transcript
https://www.proinvestor.com/investornyt/865025/walt-disney-dis-q3-2022-earnings-call-transcript
https://www.proinvestor.com/investornyt/865025/walt-disney-dis-q3-2022-earnings-call-transcript
22/8 2022 13:03 tommycarstensen 0105487
Disney CEO Chapek distances himself from Iger with Disney+ price decision
https://www.cnbc.com/id/107106607
https://www.cnbc.com/id/107106607
14/8 2022 16:21 Helge Larsen/PI-redaktør 2105277
Disney+ Faces Huge Losses. Can the Stock Recover?
https://www.proinvestor.com/investornyt/866534/disney-faces-huge-losses-can-the-stock-recover
https://www.proinvestor.com/investornyt/866534/disney-faces-huge-losses-can-the-stock-recover