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WALT DISNEY Streaming Growth + Guidance Re-Ignites Momentum

Writer's picture: Lester DavidsLester Davids

Updated: Dec 30, 2024


  • + Positive/Improving Fundamentals

  • + Constructive Technical Setup

  • + Improving Analyst Sentiment


AI-Assisted Investment Insights


Walt Disney's investment drivers can be broadly categorized into two major areas:


  1. Content Creation and Intellectual Property (IP):


    • Strong IP Portfolio: Disney owns some of the most valuable intellectual property in the world, including iconic characters, franchises, and stories. This IP serves as the foundation for its various businesses.

    • Content Production: Disney continues to produce high-quality content across various platforms, including movies, television shows, and streaming content. This ensures a constant flow of new and engaging material for its audience.

    • Franchise Power: Disney's ability to leverage its existing franchises through sequels, spin-offs, and merchandise generates significant revenue and maintains audience engagement.


  2. Diversified Business Model:


    • Theme Parks and Resorts: Disney's theme parks and resorts are major attractions worldwide, generating substantial revenue and offering unique experiences for visitors.

    • Media Networks: Disney's television networks, including ESPN and ABC, reach a vast audience and generate advertising revenue.

    • Streaming Services: Disney+ has become a major player in the streaming market, providing access to Disney's vast library of content and original productions.

    • Consumer Products: Disney's consumer products division generates revenue through licensing agreements, merchandise sales, and retail stores.


Additional Factors:


  • Technological Innovation: Disney's ability to adapt to changing technologies and consumer preferences is crucial for its continued success.

  • Global Expansion: Expanding its presence in international markets provides new growth opportunities.

  • Brand Loyalty: Disney's strong brand loyalty among consumers ensures a consistent demand for its products and services.


By effectively managing these investment drivers, Disney can continue to entertain and engage audiences worldwide, driving growth and profitability for the company.


Source: yahoo finance


Source: Trading View


Source: Trading View


Source: Trading View

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