$DIS (The Walt Disney Company)

$DIS {{ '2015-08-04T22:27:55+0000' | timeago}} • Webcast

$DIS 3Q15 Q&A: Nathanson of MoffettNathanson asked about the FX impact on operating income and Christine told that the Company hedges the foreign exchange on multi-year basis and it does have the benefit of mitigating the full impact of changes in currency rates on operating income.

$DIS {{ '2017-12-14T12:56:31+0000' | timeago}} • Announcement

$DIS agreed to buy $FOXA. The acquisition is expected to yield at least $2Bil in cost savings from efficiencies realized through the combination of businesses, and to be accretive to earnings before the impact of purchase accounting for the second fiscal year after the close of the transaction.

$DIS {{ '2017-12-14T12:54:27+0000' | timeago}} • Announcement

$DIS agreed to buy $FOXA. Under the terms of the agreement, shareholders of 21st Century Fox will receive 0.2745 Disney shares for each 21st Century Fox share they hold. Disney will also assume about $13.7Bil of net debt of 21st Century Fox. Robert Iger has agreed to continue as Chairman and CEO of $DIS through end of CY21.

$DIS {{ '2017-12-14T12:52:20+0000' | timeago}} • Announcement

$DIS agreed to buy $FOXA. Immediately prior to the acquisition, 21st Century Fox will separate the Fox Broadcasting network and stations, Fox News Channel, Fox Business Network, FS1, FS2 and Big Ten Network into a newly listed company that will be spun off to its shareholders.

$DIS {{ '2017-12-14T12:51:45+0000' | timeago}} • Announcement

$DIS agreed to buy $FOXA, including the Twentieth Century Fox Film and Television studios, along with cable and international TV businesses, for about $52.4Bil in stock and a total transaction value of about $66.1Bil. The BoD of $DIS and $FOXA have approved the transaction.

$DIS {{ '2017-12-08T11:53:58+0000' | timeago}} • Announcement

$DIS' BoD elected two new directors: Safra Catz, CEO of global-technology leader $ORCL, and Francis deSouza, President and CEO of biotechnology firm $ILMN. The elections of Catz and deSouza are effective Feb. 1, 2018.

$DIS {{ '2017-11-30T14:17:03+0000' | timeago}} • Announcement

$DIS' BoD declared a semi-annual cash dividend of $0.84 per share. The dividend is payable on Jan. 11, 2018 to shareholders of record on Dec. 11, 2017. The company last paid a semi-annual dividend of $0.78 per share in July. This payment brings its total dividends for FY17 to $1.62 a share.

$DIS {{ '2017-11-29T18:09:03+0000' | timeago}} • Announcement

$DIS selected Amazon Web Services Inc. (AWS), an $AMZN company, as its preferred public cloud infrastructure provider. Disney will expand its use of AWS to migrate production workloads to the AWS Cloud. Disney's segments Media Networks, Parks and Resorts, and The Walt Disney Studios, currently run business-critical workloads on AWS.

$AMZN {{ '2017-11-29T14:38:39+0000' | timeago}} • Announcement

Amazon Web Services, Inc., an $AMZN company, announced that $DIS has selected AWS as its preferred public cloud infrastructure provider. $DIS will expand its use of AWS to migrate production workloads to the AWS Cloud. $DIS already leverages AWS’s services for a wide variety of use cases, including websites and digital properties.

$DIS {{ '2017-11-10T20:05:30+0000' | timeago}} • Webcast

For Consumer Products, $DIS feels really good about the lineup. $DIS has Star Wars Episode 8: The Last Jedi. $DIS deferred revenue in 4Q into 1Q like it did with Episode 7 for that. $DIS also has a Han Solo movie coming out named Solo in the spring quarters. And it has got four Marvel movies including Avengers in the spring.

$DIS {{ '2017-11-10T20:01:59+0000' | timeago}} • Webcast

$DIS expects capital expenditures for 2018 to be about $1Bil above the 2017 level. The company said a lot of that spend is going into the completion of the two Star Wars Lands and it is also completing Toy Story Land in Orlando and there's other initiatives that are in process around the globe.

$DIS {{ '2017-11-10T19:54:40+0000' | timeago}} • Webcast

$DIS said it has four new Marvel movies in FY18, starting with Thor: Ragnarok. This is followed by Marvel's next great movie, Black Panther, which opens next February, and The Avengers are returning back in May with the release of Infinity War. $DIS' final Marvel movie of the year, Ant-Man and the Wasp, will be in theaters next July.

$DIS {{ '2017-11-10T19:49:36+0000' | timeago}} • Webcast

$DIS said it will continue to invest in its businesses in 2018, particularly at Parks and Resorts where the company is building two Star Wars Lands. The company expects these investments among others to drive FY18 consolidated capital expenditures higher by about $1Bil.

$DIS {{ '2017-11-10T19:47:27+0000' | timeago}} • Webcast

So far this quarter, ESPN's cash ad sales are pacing down, due in part to timing of college football semi-finals and impact of more game windows on other linear television networks. Like last year, $DIS' ESPN will air 3 of New Year's Six bowl games during 1Q18. But, this year 2 semi-final games will air during 2Q18 whereas they aired during 1Q17.

$DIS {{ '2017-11-10T19:44:34+0000' | timeago}} • Webcast

At $DIS' ESPN, growth in affiliate revenue was offset by higher programming costs and lower advertising revenue. Higher spending on programming was primarily driven by a contractual rate increase for the NFL. Ad revenue at ESPN was down low-single digits in 4Q17, as higher rates were more than offset by a decrease in impressions.

$DIS {{ '2017-11-10T19:42:14+0000' | timeago}} • Webcast

$DIS said operating margins at domestic operations for 4Q17 were down 170 basis points compared to 4Q16, and it estimates they were adversely impacted by about 220 basis points due to the hurricane. $DIS estimates the hurricane had an adverse impact on the year-over-year change in domestic parks' attendance of about 3 percentage points.

$DIS {{ '2017-11-10T19:41:52+0000' | timeago}} • Webcast

Attendance at $DIS' domestic parks was up 2% in 4Q17, reflecting favorable guest response to new attractions This is particularly Avatar Flight of Passage at Disney's Animal Kingdom and Guardians of the Galaxy – Mission: BREAKOUT, at Disney California Adventure and the unfavorable impact of the hurricane on Walt Disney World.

$DIS {{ '2017-11-10T19:41:36+0000' | timeago}} • Webcast

Hurricane Irma disrupted $DIS' operations in Florida, forcing closure of Walt Disney World Parks for 2 days and cancellation of 3 Disney Cruise Line itineraries and the shortening of 2 others. $DIS estimates aggregate impact of hurricane was about $100MM in operating income, or about 16 point adverse impact to growth at domestic operations.

$DIS {{ '2017-11-10T19:41:05+0000' | timeago}} • Webcast

$DIS' FY17 results came in roughly in line with last year, although they were adversely affected by: the impact of Hurricane Irma on its Parks business; the impact of canceling the animated film Gigantic; and the impact at BAMTech of a valuation adjustment to sports programming rights that were prepaid prior to the accusation.

$FOXA {{ '2017-11-10T16:53:46+0000' | timeago}} • Webcast

$FOXA $FOX refused to comment on reports suggesting that the company is in talks with $DIS on sale of its entertainment business. However, the company said it is in process of getting approval for its acquisition of Pay-TV major Sky in Britain.

$DIS {{ '2017-11-09T22:45:10+0000' | timeago}} • Announcement

$DIS said its Studio Entertainment revenues for 4Q17 decreased 21% from last year and segment operating income fell 43%. Lower operating income was due to higher film cost impairments, lower TV/ SVOD distribution results and a lower revenue share from the Consumer Products & Interactive Media segment.

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