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2022-02-10
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Theme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?
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href=\"https://ttm.financial/S/BK0053\">$迪士尼(BK0053)$</a><a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>👍","listText":"<a href=\"https://ttm.financial/S/BK0053\">$迪士尼(BK0053)$</a><a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>👍","text":"$迪士尼(BK0053)$$迪士尼(DIS)$👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092009602","repostId":"1116074292","repostType":4,"repost":{"id":"1116074292","kind":"news","pubTimestamp":1644474102,"share":"https://ttm.financial/m/news/1116074292?lang=en_US&edition=fundamental","pubTime":"2022-02-10 14:21","market":"us","language":"zh","title":"Theme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116074292","media":"真探AlphaSeeker","summary":"今日早间，迪士尼发布2022财年第一季度财报，全面高于市场预期的成绩让迪士尼成功翻盘。财报显示，迪士尼一季度实现营收218.19亿美元，同比增长34%，高于市场预期的209.04亿美元；实现经营利润3","content":"<p><html><head></head><body>This morning,<a href=\"https://laohu8.com/S/DIS\">Disney</a>The financial report for the first quarter of fiscal year 2022 was released, and the results higher than market expectations in an all-round way allowed Disney to make a successful comeback.</p><p>The financial report shows that Disney achieved revenue of US $21.819 billion in the first quarter, a year-on-year increase of 34%, higher than market expectations of US $20.904 billion; Achieved operating profit of US $3.258 billion, an increase of 144% compared with US $1.332 billion in the same period last year; Achieved net profit of US $1.15 billion, with a net profit margin of 5.27%; Adjusted earnings per share reached $1.06, ahead of Wall Street estimates of 63 cents.</p><p>In the last quarter, the number of subscribers of the streaming media platform Disney + only increased by 2.1 million, and the record low growth in history also caused the capital market to lose confidence. But this quarter, Disney + paid subscribers increased by 11.7 million to 129.8 million; The total number of subscribers to Disney's streaming media platforms, including ESPN + and Hulu, reached 196.4 million, which is one step closer to the goal of reaching 300-350 million paid users of streaming media services in fiscal year 2024.</p><p>Thanks to earnings per share that exceeded expectations and the number of subscribers to streaming media services, Disney's stock price rose 7.6% after hours after the financial report was announced, saving the decline of 8.01% since the beginning of the year and nearly 20% in six months.</p><p>However, Disney, which has emerged from the haze of the epidemic and its overall revenue has risen, still cannot be taken lightly.</p><p><b>Theme park blood recovery</b></p><p>Disney's total revenue plan is divided into four parts, namely cable network, direct-to-consumer (Disney +, Hulu, ESPN +), content sales, licensing business and theme park revenue.</p><p><img src=\"https://static.tigerbbs.com/1da73aa962ad1cd0a974e61308db52da\" tg-width=\"1066\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/></p><p>Let's first scan the revenue of each segment:</p><p>Cable Networks revenue for the quarter was $7,706 million, flat compared to the same period; The direct-to-consumer business (streaming media) achieved revenue of US $4.69 billion, a year-on-year increase of 34%, but operating losses increased by 27% to US $600 million. The financial report also mentioned that the increase in operating losses was mainly due to the increase in Disney's losses. To a lesser extent, ESPN's losses were partially offset by the improvement of Hulu's performance, which also reflected the increase in content, technology, and marketing costs of the three major platforms.</p><p>The content sales and licensing business (formerly the film and television entertainment segment) generated revenue of US $2.433 billion in the quarter, a year-on-year increase of 43%. Segment operating results decreased from $188 million to $98 million. The decline was due to the decline in theater performance and the marketing cost of output when the film was released.</p><p>It is mentioned in the financial report that during this period, \"Spider-Man: No Way Home\", \"West Side Story\", \"Full House of Magic\", \"Kingsman: The Origin\", \"Eternals\", \"Jade-faced Love Demon\" and \"The Last Duel\" were mainly released. seven films. Wherein with<a href=\"https://laohu8.com/S/SNE\">Sony</a>Spider-Man: No Way Home, the final part of the cooperative hero series, has a global box office of US $1.777 billion and an IDMb score of 9.0. The high box office and high reputation have injected a lot of money into Disney.</p><p><img src=\"https://static.tigerbbs.com/8b916ea4215a53b081954d406b07f4fa\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney theme parks, experiences and derivatives generated $7.234 billion in revenue for the quarter, doubling compared to the same period and topping analysts' consensus estimate of $6.4 billion</b>, segment operating results increased by US $2.6 billion to US $2.5 billion, compared with a loss of US $100 million in the same period last year. The revenue of theme parks, which recovered significantly, set the second best quarterly performance in Disney's history.</p><p>With the normalization of the epidemic and the improvement of prevention and control capabilities, Disneylands and resorts around the world were open this quarter, and passenger flow and per capita consumption income gradually approached the right track. The financial report also mentioned that the increase in the number of tourists to Disneyland Paris in France and Disneyland Hong Kong in China also led to the increase in the international revenue of the parks.</p><p>In addition, at the end of September last year, the new character Lina Belle launched by Shanghai Disneyland quickly occupied the topic lists of major domestic social platforms. The top-class effect of \"Chuansha Daji\" also correspondingly drove the number of tourists to the park and the consumption level of the park. improve.</p><p>However, Disney theme parks, which have stepped out of the haze of the epidemic, still have \"internal worries\".</p><p>Some time ago, Disney heir Abigail Disney called on consumers in an interview to stay away from companies that treat employees badly, including Disney's theme parks. In her opinion, \"pushing up prices to ridiculous levels, charging incredible prices on burgers, etc., and taking away service.\" Advising people \"not to spend money on companies that exploit people\" and \"if you feel that a trip [to Disneyland] doesn't reflect your values, you really don't need to travel\".</p><p>This is not the first time Abigail has lambasted Disney. In April 2020, after Disney Parks suspended the daily work of low-paid employees, she said \"what the hell is this\" and said that Disney often \"squeezes\" employees.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>It has been reported that the salary of 75% of Disney employees is not enough to cover the basic living expenses. After Linna Belle exploded last year, the positive connection also mentioned that Linna Belle's monthly salary as a doll actor is about 6,000 yuan, which is the highest salary among front-line employees; Some doll actors have only increased by more than 700 yuan in three years. You have to maintain a full mood for up to 8 hours every day, but you can only struggle to make a living with your monthly income. It is hard to say whether your efforts are directly proportional to your income.</p><p>In contrast to the low salary of employees, the high salary and high increase of executives. Disney CEO Bob Chapek earned a total compensation of $32.5 million in 2021, according to executive compensation disclosures.</p><p><b>Streaming Media Throw Money</b></p><p>Disney's streaming business has been highly anticipated, and the increase in overall streaming platform subscribers in this quarter's earnings report once again revived market confidence.</p><p>The financial report shows that the overall streaming media platform increased its subscribers by 17.4 million, totaling 196.4 million. Among them, the number of ESPN + subscribers was 21.3 million, a year-on-year increase of 76%, while Hulu's user growth was slightly limited due to the price increase of bundle packages. The total number of paying people was 45.3 million, a year-on-year increase of only 15%.</p><p>Because Disney + landed in South Korea, Hong Kong and Taiwan in November last year, the new Asia-Pacific market it opened up has driven the increase in the number of users. This quarter, it added 11.7 million users, and the total number of subscribers approached 130 million. According to the forecast of analyst firm Media Partners Asia, these three markets are expected to generate nearly 5 million subscribers and $330 million in revenue for Disney by the end of 2022.</p><p><b>The addition of nearly 12 million users has also allowed Disney + and its old rival Netflix to regain the advantage in the comparison of user traffic.</b>Last month, Netflix added 8.28 million new users, lower than the expected 8.5 million. In Q1 of 2022, it is expected to add 2.5 million users, which is also far lower than analysts' expectations of 5.9 million. This slightly bleak financial report caused the stock price to fall after-hours. Nearly 20% also led to the decline of Disney's stock price.</p><p><img src=\"https://static.tigerbbs.com/87a4bb94e97a90b19a5125dbe519a1e8\" tg-width=\"1080\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>The competition between Disney + and Netflix for user increment also indicates that competition in the entire streaming media market is intensifying, and major platforms are increasing investment in content and marketing on the basis of maintaining their core advantages. For example<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Relying on advertising revenue to have a healthy information flow,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>There are hardware facilities, and they are increasing their own IP content library storage; Netflix has prepared no less than 80 movies of various genres. According to the Financial Times report, Netflix's investment in content in 2022 is estimated to exceed $17 billion.</p><p>Disney is also making frequent moves in the streaming media business, and has begun to grab Netflix's cake.</p><p>Restructuring the management of the streaming business and establishing a new international content creation center. Michael Polvey is the president of the streaming media business, and Rebecca Campbell is the head of the International Content Creation Center. It mainly expands the regional content of streaming media, focusing on localized content production in overseas markets. This action is also regarded as imitating Netflix. At present, Disney has more than 340 works in different stages of development and manufacturing.</p><p>Disney Chief Financial Officer Christine McCarthy mentioned in yesterday's conference call,<b>In the second quarter, it invested heavily in streaming media, and it is expected that programming and production fees for the head-on consumer business will increase by $800 million to $1 billion.</b></p><p><img src=\"https://static.tigerbbs.com/29013ec30eedb6b9ff0f0d91982eeffe\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>Disney's content copyright and \"storytelling ability\" cannot be denied, and it also has sufficient advantages in expanding overseas markets. However, as one of the most potential overseas markets, China,<b>The \"connection\" between Disney and the Chinese market is not as close as before, and there is a faint \"decoupling\" situation.</b></p><p>Shang-Chi and the Legend of the Ten Rings, the first Chinese hero film in Marvel Comics, was originally aimed at the Chinese market, starring Chinese Simu Liu and participating in Tony Leung Chiu Wai. However, it was caught in controversy before its introduction and lost this potential ticket warehouse in China. \"Black Widow\" and \"Eternal Race\" also missed the domestic audience for various reasons; Disney Animation's 60th animated feature film \"Magic Full House\" was launched in China on January 7 this year. The Douban score of 6.5 and the box office of less than 80 million are sharply separated from the reputation and box office in the North American market.</p><p>Time lag in content production, higher content expenditure, and uncontrollable public opinion in the development of overseas markets are all challenges faced by Disney. However, Disney made itself a good start with its financial report for the first quarter of fiscal year 2022, and also revived confidence in the capital market. Despite the intensified competition in streaming media, this \"big brother\" can still use diversified revenue and rich content Advantages continue to attract global attention.</p><p></body></html></p>","source":"lsy1630457571390","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>Theme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTheme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">真探AlphaSeeker</strong><span class=\"h-time small\">2022-02-10 14:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This morning,<a href=\"https://laohu8.com/S/DIS\">Disney</a>The financial report for the first quarter of fiscal year 2022 was released, and the results higher than market expectations in an all-round way allowed Disney to make a successful comeback.</p><p>The financial report shows that Disney achieved revenue of US $21.819 billion in the first quarter, a year-on-year increase of 34%, higher than market expectations of US $20.904 billion; Achieved operating profit of US $3.258 billion, an increase of 144% compared with US $1.332 billion in the same period last year; Achieved net profit of US $1.15 billion, with a net profit margin of 5.27%; Adjusted earnings per share reached $1.06, ahead of Wall Street estimates of 63 cents.</p><p>In the last quarter, the number of subscribers of the streaming media platform Disney + only increased by 2.1 million, and the record low growth in history also caused the capital market to lose confidence. But this quarter, Disney + paid subscribers increased by 11.7 million to 129.8 million; The total number of subscribers to Disney's streaming media platforms, including ESPN + and Hulu, reached 196.4 million, which is one step closer to the goal of reaching 300-350 million paid users of streaming media services in fiscal year 2024.</p><p>Thanks to earnings per share that exceeded expectations and the number of subscribers to streaming media services, Disney's stock price rose 7.6% after hours after the financial report was announced, saving the decline of 8.01% since the beginning of the year and nearly 20% in six months.</p><p>However, Disney, which has emerged from the haze of the epidemic and its overall revenue has risen, still cannot be taken lightly.</p><p><b>Theme park blood recovery</b></p><p>Disney's total revenue plan is divided into four parts, namely cable network, direct-to-consumer (Disney +, Hulu, ESPN +), content sales, licensing business and theme park revenue.</p><p><img src=\"https://static.tigerbbs.com/1da73aa962ad1cd0a974e61308db52da\" tg-width=\"1066\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/></p><p>Let's first scan the revenue of each segment:</p><p>Cable Networks revenue for the quarter was $7,706 million, flat compared to the same period; The direct-to-consumer business (streaming media) achieved revenue of US $4.69 billion, a year-on-year increase of 34%, but operating losses increased by 27% to US $600 million. The financial report also mentioned that the increase in operating losses was mainly due to the increase in Disney's losses. To a lesser extent, ESPN's losses were partially offset by the improvement of Hulu's performance, which also reflected the increase in content, technology, and marketing costs of the three major platforms.</p><p>The content sales and licensing business (formerly the film and television entertainment segment) generated revenue of US $2.433 billion in the quarter, a year-on-year increase of 43%. Segment operating results decreased from $188 million to $98 million. The decline was due to the decline in theater performance and the marketing cost of output when the film was released.</p><p>It is mentioned in the financial report that during this period, \"Spider-Man: No Way Home\", \"West Side Story\", \"Full House of Magic\", \"Kingsman: The Origin\", \"Eternals\", \"Jade-faced Love Demon\" and \"The Last Duel\" were mainly released. seven films. Wherein with<a href=\"https://laohu8.com/S/SNE\">Sony</a>Spider-Man: No Way Home, the final part of the cooperative hero series, has a global box office of US $1.777 billion and an IDMb score of 9.0. The high box office and high reputation have injected a lot of money into Disney.</p><p><img src=\"https://static.tigerbbs.com/8b916ea4215a53b081954d406b07f4fa\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney theme parks, experiences and derivatives generated $7.234 billion in revenue for the quarter, doubling compared to the same period and topping analysts' consensus estimate of $6.4 billion</b>, segment operating results increased by US $2.6 billion to US $2.5 billion, compared with a loss of US $100 million in the same period last year. The revenue of theme parks, which recovered significantly, set the second best quarterly performance in Disney's history.</p><p>With the normalization of the epidemic and the improvement of prevention and control capabilities, Disneylands and resorts around the world were open this quarter, and passenger flow and per capita consumption income gradually approached the right track. The financial report also mentioned that the increase in the number of tourists to Disneyland Paris in France and Disneyland Hong Kong in China also led to the increase in the international revenue of the parks.</p><p>In addition, at the end of September last year, the new character Lina Belle launched by Shanghai Disneyland quickly occupied the topic lists of major domestic social platforms. The top-class effect of \"Chuansha Daji\" also correspondingly drove the number of tourists to the park and the consumption level of the park. improve.</p><p>However, Disney theme parks, which have stepped out of the haze of the epidemic, still have \"internal worries\".</p><p>Some time ago, Disney heir Abigail Disney called on consumers in an interview to stay away from companies that treat employees badly, including Disney's theme parks. In her opinion, \"pushing up prices to ridiculous levels, charging incredible prices on burgers, etc., and taking away service.\" Advising people \"not to spend money on companies that exploit people\" and \"if you feel that a trip [to Disneyland] doesn't reflect your values, you really don't need to travel\".</p><p>This is not the first time Abigail has lambasted Disney. In April 2020, after Disney Parks suspended the daily work of low-paid employees, she said \"what the hell is this\" and said that Disney often \"squeezes\" employees.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>It has been reported that the salary of 75% of Disney employees is not enough to cover the basic living expenses. After Linna Belle exploded last year, the positive connection also mentioned that Linna Belle's monthly salary as a doll actor is about 6,000 yuan, which is the highest salary among front-line employees; Some doll actors have only increased by more than 700 yuan in three years. You have to maintain a full mood for up to 8 hours every day, but you can only struggle to make a living with your monthly income. It is hard to say whether your efforts are directly proportional to your income.</p><p>In contrast to the low salary of employees, the high salary and high increase of executives. Disney CEO Bob Chapek earned a total compensation of $32.5 million in 2021, according to executive compensation disclosures.</p><p><b>Streaming Media Throw Money</b></p><p>Disney's streaming business has been highly anticipated, and the increase in overall streaming platform subscribers in this quarter's earnings report once again revived market confidence.</p><p>The financial report shows that the overall streaming media platform increased its subscribers by 17.4 million, totaling 196.4 million. Among them, the number of ESPN + subscribers was 21.3 million, a year-on-year increase of 76%, while Hulu's user growth was slightly limited due to the price increase of bundle packages. The total number of paying people was 45.3 million, a year-on-year increase of only 15%.</p><p>Because Disney + landed in South Korea, Hong Kong and Taiwan in November last year, the new Asia-Pacific market it opened up has driven the increase in the number of users. This quarter, it added 11.7 million users, and the total number of subscribers approached 130 million. According to the forecast of analyst firm Media Partners Asia, these three markets are expected to generate nearly 5 million subscribers and $330 million in revenue for Disney by the end of 2022.</p><p><b>The addition of nearly 12 million users has also allowed Disney + and its old rival Netflix to regain the advantage in the comparison of user traffic.</b>Last month, Netflix added 8.28 million new users, lower than the expected 8.5 million. In Q1 of 2022, it is expected to add 2.5 million users, which is also far lower than analysts' expectations of 5.9 million. This slightly bleak financial report caused the stock price to fall after-hours. Nearly 20% also led to the decline of Disney's stock price.</p><p><img src=\"https://static.tigerbbs.com/87a4bb94e97a90b19a5125dbe519a1e8\" tg-width=\"1080\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>The competition between Disney + and Netflix for user increment also indicates that competition in the entire streaming media market is intensifying, and major platforms are increasing investment in content and marketing on the basis of maintaining their core advantages. For example<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Relying on advertising revenue to have a healthy information flow,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>There are hardware facilities, and they are increasing their own IP content library storage; Netflix has prepared no less than 80 movies of various genres. According to the Financial Times report, Netflix's investment in content in 2022 is estimated to exceed $17 billion.</p><p>Disney is also making frequent moves in the streaming media business, and has begun to grab Netflix's cake.</p><p>Restructuring the management of the streaming business and establishing a new international content creation center. Michael Polvey is the president of the streaming media business, and Rebecca Campbell is the head of the International Content Creation Center. It mainly expands the regional content of streaming media, focusing on localized content production in overseas markets. This action is also regarded as imitating Netflix. At present, Disney has more than 340 works in different stages of development and manufacturing.</p><p>Disney Chief Financial Officer Christine McCarthy mentioned in yesterday's conference call,<b>In the second quarter, it invested heavily in streaming media, and it is expected that programming and production fees for the head-on consumer business will increase by $800 million to $1 billion.</b></p><p><img src=\"https://static.tigerbbs.com/29013ec30eedb6b9ff0f0d91982eeffe\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>Disney's content copyright and \"storytelling ability\" cannot be denied, and it also has sufficient advantages in expanding overseas markets. However, as one of the most potential overseas markets, China,<b>The \"connection\" between Disney and the Chinese market is not as close as before, and there is a faint \"decoupling\" situation.</b></p><p>Shang-Chi and the Legend of the Ten Rings, the first Chinese hero film in Marvel Comics, was originally aimed at the Chinese market, starring Chinese Simu Liu and participating in Tony Leung Chiu Wai. However, it was caught in controversy before its introduction and lost this potential ticket warehouse in China. \"Black Widow\" and \"Eternal Race\" also missed the domestic audience for various reasons; Disney Animation's 60th animated feature film \"Magic Full House\" was launched in China on January 7 this year. The Douban score of 6.5 and the box office of less than 80 million are sharply separated from the reputation and box office in the North American market.</p><p>Time lag in content production, higher content expenditure, and uncontrollable public opinion in the development of overseas markets are all challenges faced by Disney. However, Disney made itself a good start with its financial report for the first quarter of fiscal year 2022, and also revived confidence in the capital market. Despite the intensified competition in streaming media, this \"big brother\" can still use diversified revenue and rich content Advantages continue to attract global attention.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/TDwnSWFcK0LZcpl-0fD9Vg\">真探AlphaSeeker</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65b531510c96749772d2284d1a29a39d","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/TDwnSWFcK0LZcpl-0fD9Vg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116074292","content_text":"今日早间，迪士尼发布2022财年第一季度财报，全面高于市场预期的成绩让迪士尼成功翻盘。财报显示，迪士尼一季度实现营收218.19亿美元，同比增长34%，高于市场预期的209.04亿美元；实现经营利润32.58亿美元，相比去年同期的13.32亿美元，增长了144%；实现净利润11.5亿美元，净利润率为5.27%；调整后每股收益达到1.06美元，高于华尔街预期的63美分。上一季度流媒体平台Disney+订阅用户数仅增长210万，史上新低的增长数也曾让资本市场一度失去信心。但本季度，Disney+付费订阅用户数新增1170万至1.298亿；包括ESPN+、Hulu在内迪士尼流媒体平台总订阅人数达到1.964亿，距离2024财年流媒体服务付费用户总数达到3-3.5亿的目标又近一步。得益于超出预期的每股收益以及流媒体服务订阅人数，财报公布之后迪士尼股价盘后上涨7.6%，拯救了开年以来下跌8.01%、六个月下跌近20%的颓势。然而，走出疫情阴霾整体营收上涨的迪士尼仍不能掉以轻心。主题公园回血迪士尼总营收划共分为四部分，分别是有线网络、直接面向消费者（Disney+、Hulu、ESPN+）、内容销售、授权业务以及主题公园收入。先来扫描各分部的营收情况：有线网络本季度收入为77.06亿美元，与同期持平；直接面向消费者业务（流媒体）实现营收46.9亿美元，同比增长34%，但运营亏损增长27%至6亿美元，财报中也提到，运营亏损的增加主要是由于Disney+的亏损增加，较小程度上是ESPN+的亏损，部分被Hulu业绩的改善所抵消，这也反映出三大平台内容、技术、营销成本的提升。内容销售、授权业务（原影视娱乐部分）本季度收入为24.33亿美元，同比增长43%。部门运营结果从1.88亿美元下降至9800万美元，造成下降的原因影院业绩的下降以及影片发行时产出的营销成本。财报中提到，这期间主要发行了《蜘蛛侠：英雄无归》《西区故事》《 魔法满屋》《王牌特工：源起》《永恒族》《玉面情魔》和《最后的决斗》等七部影片。其中与索尼合作的英雄系列完结篇《蜘蛛侠：英雄无归》全球票房达到17.77亿美元、IDMb评分9.0，高票房与高口碑为迪士尼注入了不少的资金。迪士尼主题公园、体验和衍生品在本季度收入为72.34亿美元，相比同期增加了一倍且高于分析师普遍预计的64亿美元，部门运营结果增加26亿美元至25亿美元，上年同期为亏损1亿美元。大幅回血的主题乐园收入，创下了迪士尼有史以来第二好的季度业绩。随着疫情的常态化及防控能力的提升，全球迪士尼乐园及度假区在本季度均处于开放状态，客流量和人均消费收入逐步接近正轨。财报中也提到，法国巴黎迪士尼乐园与中国香港迪士尼乐园的游客数量增加也带动了乐园国际收入的上涨。此外，去年9月底，上海迪士尼乐园推出的新人物玲娜贝儿，迅速占领了国内各大社交平台话题榜，“川沙妲己”的顶流效应也相应带动了乐园游客游览人数以及乐园消费水平的提升。但是，走出疫情阴霾的迪士尼主题乐园，仍有“内忧”。前段时间，迪士尼继承人阿比盖尔·迪士尼在接受访谈时呼吁，消费者应该远离那些对员工待遇不好的企业，包括迪士尼的主题乐园。在她看来，“把价格推高到荒谬的水平，对汉堡收取令人难以置信的价格等，并剥夺了服务。”建议人们“不要在那些剥削人民的公司上花钱”，“如果你觉得（去迪士尼乐园）旅行不能反映你的价值观，你真的不需要去旅行”。这不是阿比盖尔第一次痛斥迪士尼，2020年4月，在迪士尼公园暂停低薪员工的日常工作后，她就曾表示“这是什么鬼”，并曾表示过，迪士尼经常“压榨”员工。纽约时报曾报道过75%的迪士尼员工薪水不够负担基本生活开销，去年玲娜贝儿爆火之后，正面连接也提到，玲娜贝儿的人偶演员月薪在6000元左右，属于一线员工中工资最高的；有的人偶演员三年只涨了700多块。每天要维持长达8小时的饱满情绪、每月拿下的收入却只能艰难维持生活，付出与收入很难说是否成正比。与员工的低薪形成对比的是高管的高薪资及高涨幅。根据高管薪酬披露，迪士尼首席执行官鲍勃·查佩克在2021年的总薪酬为3250万美元。流媒体撒钱迪士尼的流媒体业务一直被寄予厚望，本季度财报中整体流媒体平台订阅人数的涨幅再次重振了市场信心。财报显示，整体流媒体平台整体增加订阅用户 1740 万人，总计1.964亿。其中ESPN+订阅人数为2130万，同比增长76%，而 Hulu 因为捆绑包提价，用户增长略受限，总付费人数为4530万，同比仅增加15%。Disney+因为在去年11月份登陆韩国、中国香港及台湾，开拓的亚太新市场推动了用户数的上涨，本季度新增1170万人，总订阅人数逼近1.3亿。根据分析公司 Media Partners Asia的预测，2022年底这三个市场预计能为Disney+获得近500万订阅用户，3.3亿美元的收入。近1200万用户数的新增，也让Disney+与老对手Netflix在用户流量的比较中再次夺回了优势权。上个月，Netflix新增828万用户，低于预期的850万，2022年Q1预计新增250万，也远低于分析师预期的590万，这份略显惨淡的财报使得盘后股价跌近20%，也带动了迪士尼股价的下滑。Disney+与Netflix对于用户增量的争夺也预示着，整个流媒体市场的竞争加剧，各大平台在保持自己核心优势的基础上，加大对于内容、营销的投入。比如亚马逊靠广告收入有健康的信息流，苹果有硬件设施，且都在加大自己的IP内容库存储；Netflix准备了不少于80部各种类型的电影，根据《金融时报》报告，Netflix2022年在内容上的投入预估超过170亿美元。迪士尼在流媒体业务上也是动作频频，并开始抢夺Netflix的蛋糕。重组流媒体业务管理层，成立新的国际内容创作中心。迈克尔·波尔维担任流媒体业务总裁，丽贝卡坎贝尔为国际内容创作中心负责人，主要扩大流媒体的区域内容，着重于海外市场的本土化内容制作，这一动作也被看作模仿Netflix，当前迪士尼已有超过340部作品处于不同的开发和制造阶段。迪士尼首席财务官克里斯汀·麦卡锡在昨日的电话会议上提到，第二季度在流媒体上投入大量资金，预计直面消费者业务的节目和制作费将增加8亿到10亿美元。迪士尼的内容版权和“讲故事的能力”不容置喙，在拓展海外市场时也有充分的优势。但是，中国作为海外最具潜力的市场之一，迪士尼与中国市场的“联结”并没有之前那么紧密，并隐隐呈现出“脱钩”的局面。漫威首部华裔英雄电影《尚气与十环传奇》本是瞄准了中国市场，且由华裔刘思慕主演、梁朝伟参演，但在引进前陷入了争议，损失了中国这一潜力票仓；《黑寡妇》《永恒族》也因种种原因无缘与国内观众见面；迪士尼动画旗下的第60部动画长片《魔法满屋》于今年1月7日在国内上线，6.5的豆瓣评分与不足8000万的票房与北美市场的口碑与票房形成鲜明割裂。内容制作的时间差、更高的内容支出、以及发展海外市场不可控的舆情，都是迪士尼所面临的挑战。不过，迪士尼用2022财年第一季度财报给自己开了一个好头，也让资本市场重振信心，尽管流媒体竞争加剧，但这位“老大哥”仍能用多元的营收、丰富的内容优势持续吸引着全球的目光。","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9092009602,"gmtCreate":1644475766405,"gmtModify":1676533931532,"author":{"id":"4089284197527710","authorId":"4089284197527710","name":"hinoah666","avatar":"https://static.tigerbbs.com/6768ca1d7e59f86650c6d1acb9968a11","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089284197527710","idStr":"4089284197527710"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BK0053\">$迪士尼(BK0053)$</a><a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>👍","listText":"<a href=\"https://ttm.financial/S/BK0053\">$迪士尼(BK0053)$</a><a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>👍","text":"$迪士尼(BK0053)$$迪士尼(DIS)$👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092009602","repostId":"1116074292","repostType":4,"repost":{"id":"1116074292","kind":"news","pubTimestamp":1644474102,"share":"https://ttm.financial/m/news/1116074292?lang=en_US&edition=fundamental","pubTime":"2022-02-10 14:21","market":"us","language":"zh","title":"Theme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116074292","media":"真探AlphaSeeker","summary":"今日早间，迪士尼发布2022财年第一季度财报，全面高于市场预期的成绩让迪士尼成功翻盘。财报显示，迪士尼一季度实现营收218.19亿美元，同比增长34%，高于市场预期的209.04亿美元；实现经营利润3","content":"<p><html><head></head><body>This morning,<a href=\"https://laohu8.com/S/DIS\">Disney</a>The financial report for the first quarter of fiscal year 2022 was released, and the results higher than market expectations in an all-round way allowed Disney to make a successful comeback.</p><p>The financial report shows that Disney achieved revenue of US $21.819 billion in the first quarter, a year-on-year increase of 34%, higher than market expectations of US $20.904 billion; Achieved operating profit of US $3.258 billion, an increase of 144% compared with US $1.332 billion in the same period last year; Achieved net profit of US $1.15 billion, with a net profit margin of 5.27%; Adjusted earnings per share reached $1.06, ahead of Wall Street estimates of 63 cents.</p><p>In the last quarter, the number of subscribers of the streaming media platform Disney + only increased by 2.1 million, and the record low growth in history also caused the capital market to lose confidence. But this quarter, Disney + paid subscribers increased by 11.7 million to 129.8 million; The total number of subscribers to Disney's streaming media platforms, including ESPN + and Hulu, reached 196.4 million, which is one step closer to the goal of reaching 300-350 million paid users of streaming media services in fiscal year 2024.</p><p>Thanks to earnings per share that exceeded expectations and the number of subscribers to streaming media services, Disney's stock price rose 7.6% after hours after the financial report was announced, saving the decline of 8.01% since the beginning of the year and nearly 20% in six months.</p><p>However, Disney, which has emerged from the haze of the epidemic and its overall revenue has risen, still cannot be taken lightly.</p><p><b>Theme park blood recovery</b></p><p>Disney's total revenue plan is divided into four parts, namely cable network, direct-to-consumer (Disney +, Hulu, ESPN +), content sales, licensing business and theme park revenue.</p><p><img src=\"https://static.tigerbbs.com/1da73aa962ad1cd0a974e61308db52da\" tg-width=\"1066\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/></p><p>Let's first scan the revenue of each segment:</p><p>Cable Networks revenue for the quarter was $7,706 million, flat compared to the same period; The direct-to-consumer business (streaming media) achieved revenue of US $4.69 billion, a year-on-year increase of 34%, but operating losses increased by 27% to US $600 million. The financial report also mentioned that the increase in operating losses was mainly due to the increase in Disney's losses. To a lesser extent, ESPN's losses were partially offset by the improvement of Hulu's performance, which also reflected the increase in content, technology, and marketing costs of the three major platforms.</p><p>The content sales and licensing business (formerly the film and television entertainment segment) generated revenue of US $2.433 billion in the quarter, a year-on-year increase of 43%. Segment operating results decreased from $188 million to $98 million. The decline was due to the decline in theater performance and the marketing cost of output when the film was released.</p><p>It is mentioned in the financial report that during this period, \"Spider-Man: No Way Home\", \"West Side Story\", \"Full House of Magic\", \"Kingsman: The Origin\", \"Eternals\", \"Jade-faced Love Demon\" and \"The Last Duel\" were mainly released. seven films. Wherein with<a href=\"https://laohu8.com/S/SNE\">Sony</a>Spider-Man: No Way Home, the final part of the cooperative hero series, has a global box office of US $1.777 billion and an IDMb score of 9.0. The high box office and high reputation have injected a lot of money into Disney.</p><p><img src=\"https://static.tigerbbs.com/8b916ea4215a53b081954d406b07f4fa\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney theme parks, experiences and derivatives generated $7.234 billion in revenue for the quarter, doubling compared to the same period and topping analysts' consensus estimate of $6.4 billion</b>, segment operating results increased by US $2.6 billion to US $2.5 billion, compared with a loss of US $100 million in the same period last year. The revenue of theme parks, which recovered significantly, set the second best quarterly performance in Disney's history.</p><p>With the normalization of the epidemic and the improvement of prevention and control capabilities, Disneylands and resorts around the world were open this quarter, and passenger flow and per capita consumption income gradually approached the right track. The financial report also mentioned that the increase in the number of tourists to Disneyland Paris in France and Disneyland Hong Kong in China also led to the increase in the international revenue of the parks.</p><p>In addition, at the end of September last year, the new character Lina Belle launched by Shanghai Disneyland quickly occupied the topic lists of major domestic social platforms. The top-class effect of \"Chuansha Daji\" also correspondingly drove the number of tourists to the park and the consumption level of the park. improve.</p><p>However, Disney theme parks, which have stepped out of the haze of the epidemic, still have \"internal worries\".</p><p>Some time ago, Disney heir Abigail Disney called on consumers in an interview to stay away from companies that treat employees badly, including Disney's theme parks. In her opinion, \"pushing up prices to ridiculous levels, charging incredible prices on burgers, etc., and taking away service.\" Advising people \"not to spend money on companies that exploit people\" and \"if you feel that a trip [to Disneyland] doesn't reflect your values, you really don't need to travel\".</p><p>This is not the first time Abigail has lambasted Disney. In April 2020, after Disney Parks suspended the daily work of low-paid employees, she said \"what the hell is this\" and said that Disney often \"squeezes\" employees.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>It has been reported that the salary of 75% of Disney employees is not enough to cover the basic living expenses. After Linna Belle exploded last year, the positive connection also mentioned that Linna Belle's monthly salary as a doll actor is about 6,000 yuan, which is the highest salary among front-line employees; Some doll actors have only increased by more than 700 yuan in three years. You have to maintain a full mood for up to 8 hours every day, but you can only struggle to make a living with your monthly income. It is hard to say whether your efforts are directly proportional to your income.</p><p>In contrast to the low salary of employees, the high salary and high increase of executives. Disney CEO Bob Chapek earned a total compensation of $32.5 million in 2021, according to executive compensation disclosures.</p><p><b>Streaming Media Throw Money</b></p><p>Disney's streaming business has been highly anticipated, and the increase in overall streaming platform subscribers in this quarter's earnings report once again revived market confidence.</p><p>The financial report shows that the overall streaming media platform increased its subscribers by 17.4 million, totaling 196.4 million. Among them, the number of ESPN + subscribers was 21.3 million, a year-on-year increase of 76%, while Hulu's user growth was slightly limited due to the price increase of bundle packages. The total number of paying people was 45.3 million, a year-on-year increase of only 15%.</p><p>Because Disney + landed in South Korea, Hong Kong and Taiwan in November last year, the new Asia-Pacific market it opened up has driven the increase in the number of users. This quarter, it added 11.7 million users, and the total number of subscribers approached 130 million. According to the forecast of analyst firm Media Partners Asia, these three markets are expected to generate nearly 5 million subscribers and $330 million in revenue for Disney by the end of 2022.</p><p><b>The addition of nearly 12 million users has also allowed Disney + and its old rival Netflix to regain the advantage in the comparison of user traffic.</b>Last month, Netflix added 8.28 million new users, lower than the expected 8.5 million. In Q1 of 2022, it is expected to add 2.5 million users, which is also far lower than analysts' expectations of 5.9 million. This slightly bleak financial report caused the stock price to fall after-hours. Nearly 20% also led to the decline of Disney's stock price.</p><p><img src=\"https://static.tigerbbs.com/87a4bb94e97a90b19a5125dbe519a1e8\" tg-width=\"1080\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>The competition between Disney + and Netflix for user increment also indicates that competition in the entire streaming media market is intensifying, and major platforms are increasing investment in content and marketing on the basis of maintaining their core advantages. For example<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Relying on advertising revenue to have a healthy information flow,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>There are hardware facilities, and they are increasing their own IP content library storage; Netflix has prepared no less than 80 movies of various genres. According to the Financial Times report, Netflix's investment in content in 2022 is estimated to exceed $17 billion.</p><p>Disney is also making frequent moves in the streaming media business, and has begun to grab Netflix's cake.</p><p>Restructuring the management of the streaming business and establishing a new international content creation center. Michael Polvey is the president of the streaming media business, and Rebecca Campbell is the head of the International Content Creation Center. It mainly expands the regional content of streaming media, focusing on localized content production in overseas markets. This action is also regarded as imitating Netflix. At present, Disney has more than 340 works in different stages of development and manufacturing.</p><p>Disney Chief Financial Officer Christine McCarthy mentioned in yesterday's conference call,<b>In the second quarter, it invested heavily in streaming media, and it is expected that programming and production fees for the head-on consumer business will increase by $800 million to $1 billion.</b></p><p><img src=\"https://static.tigerbbs.com/29013ec30eedb6b9ff0f0d91982eeffe\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>Disney's content copyright and \"storytelling ability\" cannot be denied, and it also has sufficient advantages in expanding overseas markets. However, as one of the most potential overseas markets, China,<b>The \"connection\" between Disney and the Chinese market is not as close as before, and there is a faint \"decoupling\" situation.</b></p><p>Shang-Chi and the Legend of the Ten Rings, the first Chinese hero film in Marvel Comics, was originally aimed at the Chinese market, starring Chinese Simu Liu and participating in Tony Leung Chiu Wai. However, it was caught in controversy before its introduction and lost this potential ticket warehouse in China. \"Black Widow\" and \"Eternal Race\" also missed the domestic audience for various reasons; Disney Animation's 60th animated feature film \"Magic Full House\" was launched in China on January 7 this year. The Douban score of 6.5 and the box office of less than 80 million are sharply separated from the reputation and box office in the North American market.</p><p>Time lag in content production, higher content expenditure, and uncontrollable public opinion in the development of overseas markets are all challenges faced by Disney. However, Disney made itself a good start with its financial report for the first quarter of fiscal year 2022, and also revived confidence in the capital market. Despite the intensified competition in streaming media, this \"big brother\" can still use diversified revenue and rich content Advantages continue to attract global attention.</p><p></body></html></p>","source":"lsy1630457571390","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>Theme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTheme parks recover blood, streaming media throws money, what variables does Disney's financial report reveal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">真探AlphaSeeker</strong><span class=\"h-time small\">2022-02-10 14:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This morning,<a href=\"https://laohu8.com/S/DIS\">Disney</a>The financial report for the first quarter of fiscal year 2022 was released, and the results higher than market expectations in an all-round way allowed Disney to make a successful comeback.</p><p>The financial report shows that Disney achieved revenue of US $21.819 billion in the first quarter, a year-on-year increase of 34%, higher than market expectations of US $20.904 billion; Achieved operating profit of US $3.258 billion, an increase of 144% compared with US $1.332 billion in the same period last year; Achieved net profit of US $1.15 billion, with a net profit margin of 5.27%; Adjusted earnings per share reached $1.06, ahead of Wall Street estimates of 63 cents.</p><p>In the last quarter, the number of subscribers of the streaming media platform Disney + only increased by 2.1 million, and the record low growth in history also caused the capital market to lose confidence. But this quarter, Disney + paid subscribers increased by 11.7 million to 129.8 million; The total number of subscribers to Disney's streaming media platforms, including ESPN + and Hulu, reached 196.4 million, which is one step closer to the goal of reaching 300-350 million paid users of streaming media services in fiscal year 2024.</p><p>Thanks to earnings per share that exceeded expectations and the number of subscribers to streaming media services, Disney's stock price rose 7.6% after hours after the financial report was announced, saving the decline of 8.01% since the beginning of the year and nearly 20% in six months.</p><p>However, Disney, which has emerged from the haze of the epidemic and its overall revenue has risen, still cannot be taken lightly.</p><p><b>Theme park blood recovery</b></p><p>Disney's total revenue plan is divided into four parts, namely cable network, direct-to-consumer (Disney +, Hulu, ESPN +), content sales, licensing business and theme park revenue.</p><p><img src=\"https://static.tigerbbs.com/1da73aa962ad1cd0a974e61308db52da\" tg-width=\"1066\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/></p><p>Let's first scan the revenue of each segment:</p><p>Cable Networks revenue for the quarter was $7,706 million, flat compared to the same period; The direct-to-consumer business (streaming media) achieved revenue of US $4.69 billion, a year-on-year increase of 34%, but operating losses increased by 27% to US $600 million. The financial report also mentioned that the increase in operating losses was mainly due to the increase in Disney's losses. To a lesser extent, ESPN's losses were partially offset by the improvement of Hulu's performance, which also reflected the increase in content, technology, and marketing costs of the three major platforms.</p><p>The content sales and licensing business (formerly the film and television entertainment segment) generated revenue of US $2.433 billion in the quarter, a year-on-year increase of 43%. Segment operating results decreased from $188 million to $98 million. The decline was due to the decline in theater performance and the marketing cost of output when the film was released.</p><p>It is mentioned in the financial report that during this period, \"Spider-Man: No Way Home\", \"West Side Story\", \"Full House of Magic\", \"Kingsman: The Origin\", \"Eternals\", \"Jade-faced Love Demon\" and \"The Last Duel\" were mainly released. seven films. Wherein with<a href=\"https://laohu8.com/S/SNE\">Sony</a>Spider-Man: No Way Home, the final part of the cooperative hero series, has a global box office of US $1.777 billion and an IDMb score of 9.0. The high box office and high reputation have injected a lot of money into Disney.</p><p><img src=\"https://static.tigerbbs.com/8b916ea4215a53b081954d406b07f4fa\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney theme parks, experiences and derivatives generated $7.234 billion in revenue for the quarter, doubling compared to the same period and topping analysts' consensus estimate of $6.4 billion</b>, segment operating results increased by US $2.6 billion to US $2.5 billion, compared with a loss of US $100 million in the same period last year. The revenue of theme parks, which recovered significantly, set the second best quarterly performance in Disney's history.</p><p>With the normalization of the epidemic and the improvement of prevention and control capabilities, Disneylands and resorts around the world were open this quarter, and passenger flow and per capita consumption income gradually approached the right track. The financial report also mentioned that the increase in the number of tourists to Disneyland Paris in France and Disneyland Hong Kong in China also led to the increase in the international revenue of the parks.</p><p>In addition, at the end of September last year, the new character Lina Belle launched by Shanghai Disneyland quickly occupied the topic lists of major domestic social platforms. The top-class effect of \"Chuansha Daji\" also correspondingly drove the number of tourists to the park and the consumption level of the park. improve.</p><p>However, Disney theme parks, which have stepped out of the haze of the epidemic, still have \"internal worries\".</p><p>Some time ago, Disney heir Abigail Disney called on consumers in an interview to stay away from companies that treat employees badly, including Disney's theme parks. In her opinion, \"pushing up prices to ridiculous levels, charging incredible prices on burgers, etc., and taking away service.\" Advising people \"not to spend money on companies that exploit people\" and \"if you feel that a trip [to Disneyland] doesn't reflect your values, you really don't need to travel\".</p><p>This is not the first time Abigail has lambasted Disney. In April 2020, after Disney Parks suspended the daily work of low-paid employees, she said \"what the hell is this\" and said that Disney often \"squeezes\" employees.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>It has been reported that the salary of 75% of Disney employees is not enough to cover the basic living expenses. After Linna Belle exploded last year, the positive connection also mentioned that Linna Belle's monthly salary as a doll actor is about 6,000 yuan, which is the highest salary among front-line employees; Some doll actors have only increased by more than 700 yuan in three years. You have to maintain a full mood for up to 8 hours every day, but you can only struggle to make a living with your monthly income. It is hard to say whether your efforts are directly proportional to your income.</p><p>In contrast to the low salary of employees, the high salary and high increase of executives. Disney CEO Bob Chapek earned a total compensation of $32.5 million in 2021, according to executive compensation disclosures.</p><p><b>Streaming Media Throw Money</b></p><p>Disney's streaming business has been highly anticipated, and the increase in overall streaming platform subscribers in this quarter's earnings report once again revived market confidence.</p><p>The financial report shows that the overall streaming media platform increased its subscribers by 17.4 million, totaling 196.4 million. Among them, the number of ESPN + subscribers was 21.3 million, a year-on-year increase of 76%, while Hulu's user growth was slightly limited due to the price increase of bundle packages. The total number of paying people was 45.3 million, a year-on-year increase of only 15%.</p><p>Because Disney + landed in South Korea, Hong Kong and Taiwan in November last year, the new Asia-Pacific market it opened up has driven the increase in the number of users. This quarter, it added 11.7 million users, and the total number of subscribers approached 130 million. According to the forecast of analyst firm Media Partners Asia, these three markets are expected to generate nearly 5 million subscribers and $330 million in revenue for Disney by the end of 2022.</p><p><b>The addition of nearly 12 million users has also allowed Disney + and its old rival Netflix to regain the advantage in the comparison of user traffic.</b>Last month, Netflix added 8.28 million new users, lower than the expected 8.5 million. In Q1 of 2022, it is expected to add 2.5 million users, which is also far lower than analysts' expectations of 5.9 million. This slightly bleak financial report caused the stock price to fall after-hours. Nearly 20% also led to the decline of Disney's stock price.</p><p><img src=\"https://static.tigerbbs.com/87a4bb94e97a90b19a5125dbe519a1e8\" tg-width=\"1080\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>The competition between Disney + and Netflix for user increment also indicates that competition in the entire streaming media market is intensifying, and major platforms are increasing investment in content and marketing on the basis of maintaining their core advantages. For example<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Relying on advertising revenue to have a healthy information flow,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>There are hardware facilities, and they are increasing their own IP content library storage; Netflix has prepared no less than 80 movies of various genres. According to the Financial Times report, Netflix's investment in content in 2022 is estimated to exceed $17 billion.</p><p>Disney is also making frequent moves in the streaming media business, and has begun to grab Netflix's cake.</p><p>Restructuring the management of the streaming business and establishing a new international content creation center. Michael Polvey is the president of the streaming media business, and Rebecca Campbell is the head of the International Content Creation Center. It mainly expands the regional content of streaming media, focusing on localized content production in overseas markets. This action is also regarded as imitating Netflix. At present, Disney has more than 340 works in different stages of development and manufacturing.</p><p>Disney Chief Financial Officer Christine McCarthy mentioned in yesterday's conference call,<b>In the second quarter, it invested heavily in streaming media, and it is expected that programming and production fees for the head-on consumer business will increase by $800 million to $1 billion.</b></p><p><img src=\"https://static.tigerbbs.com/29013ec30eedb6b9ff0f0d91982eeffe\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>Disney's content copyright and \"storytelling ability\" cannot be denied, and it also has sufficient advantages in expanding overseas markets. However, as one of the most potential overseas markets, China,<b>The \"connection\" between Disney and the Chinese market is not as close as before, and there is a faint \"decoupling\" situation.</b></p><p>Shang-Chi and the Legend of the Ten Rings, the first Chinese hero film in Marvel Comics, was originally aimed at the Chinese market, starring Chinese Simu Liu and participating in Tony Leung Chiu Wai. However, it was caught in controversy before its introduction and lost this potential ticket warehouse in China. \"Black Widow\" and \"Eternal Race\" also missed the domestic audience for various reasons; Disney Animation's 60th animated feature film \"Magic Full House\" was launched in China on January 7 this year. The Douban score of 6.5 and the box office of less than 80 million are sharply separated from the reputation and box office in the North American market.</p><p>Time lag in content production, higher content expenditure, and uncontrollable public opinion in the development of overseas markets are all challenges faced by Disney. However, Disney made itself a good start with its financial report for the first quarter of fiscal year 2022, and also revived confidence in the capital market. Despite the intensified competition in streaming media, this \"big brother\" can still use diversified revenue and rich content Advantages continue to attract global attention.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/TDwnSWFcK0LZcpl-0fD9Vg\">真探AlphaSeeker</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65b531510c96749772d2284d1a29a39d","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/TDwnSWFcK0LZcpl-0fD9Vg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116074292","content_text":"今日早间，迪士尼发布2022财年第一季度财报，全面高于市场预期的成绩让迪士尼成功翻盘。财报显示，迪士尼一季度实现营收218.19亿美元，同比增长34%，高于市场预期的209.04亿美元；实现经营利润32.58亿美元，相比去年同期的13.32亿美元，增长了144%；实现净利润11.5亿美元，净利润率为5.27%；调整后每股收益达到1.06美元，高于华尔街预期的63美分。上一季度流媒体平台Disney+订阅用户数仅增长210万，史上新低的增长数也曾让资本市场一度失去信心。但本季度，Disney+付费订阅用户数新增1170万至1.298亿；包括ESPN+、Hulu在内迪士尼流媒体平台总订阅人数达到1.964亿，距离2024财年流媒体服务付费用户总数达到3-3.5亿的目标又近一步。得益于超出预期的每股收益以及流媒体服务订阅人数，财报公布之后迪士尼股价盘后上涨7.6%，拯救了开年以来下跌8.01%、六个月下跌近20%的颓势。然而，走出疫情阴霾整体营收上涨的迪士尼仍不能掉以轻心。主题公园回血迪士尼总营收划共分为四部分，分别是有线网络、直接面向消费者（Disney+、Hulu、ESPN+）、内容销售、授权业务以及主题公园收入。先来扫描各分部的营收情况：有线网络本季度收入为77.06亿美元，与同期持平；直接面向消费者业务（流媒体）实现营收46.9亿美元，同比增长34%，但运营亏损增长27%至6亿美元，财报中也提到，运营亏损的增加主要是由于Disney+的亏损增加，较小程度上是ESPN+的亏损，部分被Hulu业绩的改善所抵消，这也反映出三大平台内容、技术、营销成本的提升。内容销售、授权业务（原影视娱乐部分）本季度收入为24.33亿美元，同比增长43%。部门运营结果从1.88亿美元下降至9800万美元，造成下降的原因影院业绩的下降以及影片发行时产出的营销成本。财报中提到，这期间主要发行了《蜘蛛侠：英雄无归》《西区故事》《 魔法满屋》《王牌特工：源起》《永恒族》《玉面情魔》和《最后的决斗》等七部影片。其中与索尼合作的英雄系列完结篇《蜘蛛侠：英雄无归》全球票房达到17.77亿美元、IDMb评分9.0，高票房与高口碑为迪士尼注入了不少的资金。迪士尼主题公园、体验和衍生品在本季度收入为72.34亿美元，相比同期增加了一倍且高于分析师普遍预计的64亿美元，部门运营结果增加26亿美元至25亿美元，上年同期为亏损1亿美元。大幅回血的主题乐园收入，创下了迪士尼有史以来第二好的季度业绩。随着疫情的常态化及防控能力的提升，全球迪士尼乐园及度假区在本季度均处于开放状态，客流量和人均消费收入逐步接近正轨。财报中也提到，法国巴黎迪士尼乐园与中国香港迪士尼乐园的游客数量增加也带动了乐园国际收入的上涨。此外，去年9月底，上海迪士尼乐园推出的新人物玲娜贝儿，迅速占领了国内各大社交平台话题榜，“川沙妲己”的顶流效应也相应带动了乐园游客游览人数以及乐园消费水平的提升。但是，走出疫情阴霾的迪士尼主题乐园，仍有“内忧”。前段时间，迪士尼继承人阿比盖尔·迪士尼在接受访谈时呼吁，消费者应该远离那些对员工待遇不好的企业，包括迪士尼的主题乐园。在她看来，“把价格推高到荒谬的水平，对汉堡收取令人难以置信的价格等，并剥夺了服务。”建议人们“不要在那些剥削人民的公司上花钱”，“如果你觉得（去迪士尼乐园）旅行不能反映你的价值观，你真的不需要去旅行”。这不是阿比盖尔第一次痛斥迪士尼，2020年4月，在迪士尼公园暂停低薪员工的日常工作后，她就曾表示“这是什么鬼”，并曾表示过，迪士尼经常“压榨”员工。纽约时报曾报道过75%的迪士尼员工薪水不够负担基本生活开销，去年玲娜贝儿爆火之后，正面连接也提到，玲娜贝儿的人偶演员月薪在6000元左右，属于一线员工中工资最高的；有的人偶演员三年只涨了700多块。每天要维持长达8小时的饱满情绪、每月拿下的收入却只能艰难维持生活，付出与收入很难说是否成正比。与员工的低薪形成对比的是高管的高薪资及高涨幅。根据高管薪酬披露，迪士尼首席执行官鲍勃·查佩克在2021年的总薪酬为3250万美元。流媒体撒钱迪士尼的流媒体业务一直被寄予厚望，本季度财报中整体流媒体平台订阅人数的涨幅再次重振了市场信心。财报显示，整体流媒体平台整体增加订阅用户 1740 万人，总计1.964亿。其中ESPN+订阅人数为2130万，同比增长76%，而 Hulu 因为捆绑包提价，用户增长略受限，总付费人数为4530万，同比仅增加15%。Disney+因为在去年11月份登陆韩国、中国香港及台湾，开拓的亚太新市场推动了用户数的上涨，本季度新增1170万人，总订阅人数逼近1.3亿。根据分析公司 Media Partners Asia的预测，2022年底这三个市场预计能为Disney+获得近500万订阅用户，3.3亿美元的收入。近1200万用户数的新增，也让Disney+与老对手Netflix在用户流量的比较中再次夺回了优势权。上个月，Netflix新增828万用户，低于预期的850万，2022年Q1预计新增250万，也远低于分析师预期的590万，这份略显惨淡的财报使得盘后股价跌近20%，也带动了迪士尼股价的下滑。Disney+与Netflix对于用户增量的争夺也预示着，整个流媒体市场的竞争加剧，各大平台在保持自己核心优势的基础上，加大对于内容、营销的投入。比如亚马逊靠广告收入有健康的信息流，苹果有硬件设施，且都在加大自己的IP内容库存储；Netflix准备了不少于80部各种类型的电影，根据《金融时报》报告，Netflix2022年在内容上的投入预估超过170亿美元。迪士尼在流媒体业务上也是动作频频，并开始抢夺Netflix的蛋糕。重组流媒体业务管理层，成立新的国际内容创作中心。迈克尔·波尔维担任流媒体业务总裁，丽贝卡坎贝尔为国际内容创作中心负责人，主要扩大流媒体的区域内容，着重于海外市场的本土化内容制作，这一动作也被看作模仿Netflix，当前迪士尼已有超过340部作品处于不同的开发和制造阶段。迪士尼首席财务官克里斯汀·麦卡锡在昨日的电话会议上提到，第二季度在流媒体上投入大量资金，预计直面消费者业务的节目和制作费将增加8亿到10亿美元。迪士尼的内容版权和“讲故事的能力”不容置喙，在拓展海外市场时也有充分的优势。但是，中国作为海外最具潜力的市场之一，迪士尼与中国市场的“联结”并没有之前那么紧密，并隐隐呈现出“脱钩”的局面。漫威首部华裔英雄电影《尚气与十环传奇》本是瞄准了中国市场，且由华裔刘思慕主演、梁朝伟参演，但在引进前陷入了争议，损失了中国这一潜力票仓；《黑寡妇》《永恒族》也因种种原因无缘与国内观众见面；迪士尼动画旗下的第60部动画长片《魔法满屋》于今年1月7日在国内上线，6.5的豆瓣评分与不足8000万的票房与北美市场的口碑与票房形成鲜明割裂。内容制作的时间差、更高的内容支出、以及发展海外市场不可控的舆情，都是迪士尼所面临的挑战。不过，迪士尼用2022财年第一季度财报给自己开了一个好头，也让资本市场重振信心，尽管流媒体竞争加剧，但这位“老大哥”仍能用多元的营收、丰富的内容优势持续吸引着全球的目光。","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
