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Why 4 Analysts Think Disney Can Thrive Now And After The Pandemic<blockquote>为什么四位分析师认为迪士尼现在和大流行之后都能蓬勃发展</blockquote>
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The company reported it had secured 95 million Disney+ subscribers for the quarter and now has more than 146 million total paid subscribers. This quarter marks the first since the company ended its free trial period.</p><p><blockquote>迪士尼最大的增长是其流媒体订阅。该公司报告称，本季度已获得9500万Disney+订户，目前付费订户总数超过1.46亿。本季度是该公司结束免费试用期以来的第一个季度。</blockquote></p><p> CFO Christine McCarthy said executives are “really happy with the conversion numbers that we’ve seen here, going from the promotion to become paid subscribers.” McCarthy also said on the conference call that the company has “also set that target for 100-plus new titles per year. And that's across Disney Animation, Disney Live Action, Pixar, Marvel, Star Wars, Nat Geo. And of course, we'll continue to add more to our library as we go through time as well,” demonstrating the company’s plan for growth in this areas.</p><p><blockquote>首席财务官克里斯蒂娜·麦卡锡(Christine McCarthy)表示，高管们“对我们在这里看到的从促销到付费订阅者的转化率感到非常满意。”McCarthy还在电话会议上表示，该公司“还设定了每年100多部新书的目标。这是跨越迪士尼动画，迪士尼真人，皮克斯，漫威，星球大战，国家地理。当然，随着时间的推移，我们也将继续为我们的图书馆添加更多内容，”展示了公司在这一领域的增长计划。</blockquote></p><p> <strong>The Disney Analysts: </strong>Goldman Sachs analyst Brett Feldman reiterated a buy rating and increased the price target from $211 to $225.</p><p><blockquote><strong>迪士尼分析师：</strong>高盛分析师Brett Feldman重申买入评级，并将目标价从211美元上调至225美元。</blockquote></p><p> Needham analyst Laura Martin reiterated a hold rating.</p><p><blockquote>Needham分析师Laura Martin重申持有评级。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Benjamin Swinburne reiterated an overweight rating and price target of $200.</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Benjamin Swinburne重申了跑赢大盘的评级和200美元的目标价。</blockquote></p><p> Rosenblatt Securities analyst Bernie McTernan reiterated a buy rating and increased its price target from $210 to $220.</p><p><blockquote>Rosenblatt Securities分析师Bernie McTernan重申买入评级，并将目标价从210美元上调至220美元。</blockquote></p><p> <strong>Stong Growth In Streaming, Movies and Park Revenue:</strong> Goldman Sachs' Feldman sees strong growth in 2021 from demand in two main areas. First, from its streaming services, which he said will bring increased revenue when Disney increases subscription prices in February and March. Feldman also noted the potential customer acquisition from Disney’s planned release of two Marvel movies this spring.</p><p><blockquote><strong>流媒体、电影和公园收入强劲增长：</strong>高盛的费尔德曼预计2021年两个主要领域的需求将强劲增长。首先是其流媒体服务，他表示，当迪士尼在2月和3月提高订阅价格时，这将带来更多收入。费尔德曼还指出了迪士尼计划今年春天上映的两部漫威电影的潜在客户获取。</blockquote></p><p> Secondly, Feldman believes park revenue will increase as the pent-up demand to visit Disney theme parks gets underway. Feldman said Disney’s “core businesses remain well positioned for rapid recovery as the economy reopens.”</p><p><blockquote>其次，费尔德曼认为，随着被压抑的迪士尼主题公园参观需求的开始，公园收入将会增加。费尔德曼表示，随着经济重新开放，迪士尼的“核心业务仍处于快速复苏的有利位置”。</blockquote></p><p> <strong>Why Disney Can Surpass Netflix: </strong>Needham’s Martin said Disney is valued at only half of what <strong>Netflix Inc</strong> (NASDAQ:NFLX) is even though Disney is beating Netflix at its only game.</p><p><blockquote><strong>迪士尼为何能超越Netflix：</strong>Needham的马丁表示，迪士尼的估值仅为其一半<strong>Netflix</strong>（纳斯达克：NFLX）尽管迪士尼在唯一一场比赛中击败了Netflix。</blockquote></p><p> Martin said Disney is surpassing Netflix because of better marketing skills, stronger titles and the ability to pull from subsidiaries, such as Lucas Films and Marvel, to save costs. Martin, like McTernan and Feldman, sees Disney benefiting from the reopening of the economy in 2021, which she says is not the case for Netflix.</p><p><blockquote>马丁表示，迪士尼正在超越Netflix，因为它拥有更好的营销技巧、更强大的电影以及从卢卡斯电影公司和漫威等子公司吸引资金以节省成本的能力。与麦克特南和费尔德曼一样，马丁认为迪士尼将从2021年经济的重新开放中受益，但她表示Netflix的情况并非如此。</blockquote></p><p> <strong>Recovery Long, But Worst Is Over:</strong> Swinburne of Morgan Stanley said that “although the road to recovery remains long and uncertain,” he believes the worst is over and expects revenue streams from Disney’s parks and cruises to continue to rebound over 2021.</p><p><blockquote><strong>恢复时间很长，但最糟糕的情况已经过去：</strong>摩根士丹利的Swinburne表示，“尽管复苏之路仍然漫长且不确定”，但他认为最糟糕的时期已经过去，并预计迪士尼乐园和游轮的收入将在2021年继续反弹。</blockquote></p><p> Swinburne also noted that Disney Hong Kong expects to reopen in the second quarter and pointed to better-than-expected retail sales in Disney stores for \"Star Wars,\" \"Frozen 2\" and \"The Mandalorian\" merchandise. Swinburne also said Disney's direct-to-consumer business beat expectations, and Disney+ is likely to pass 100 million subscribers soon.</p><p><blockquote>史文朋还指出，迪士尼香港预计将于第二季度重新开业，并指出迪士尼商店《星球大战》、《冰雪奇缘2》和《曼达洛人》商品的零售额好于预期。Swinburne还表示，迪士尼的直接面向消费者的业务超出了预期，Disney+的订阅用户可能很快就会超过1亿。</blockquote></p><p> <strong>Growing Streaming Services:</strong> Rosenblatt's McTernan said that Disney has been able to benefit from both stay-at-home and reopening themes across its business by growing its streaming services, while also beating theme park revenue estimates despite the pandemic. More conservatively, McTernan doesn’t see park revenue returning to pre-pandemic levels until 2023, but noted it could be sooner depending on the success of the vaccine rollout. </p><p><blockquote><strong>不断增长的流媒体服务：</strong>罗森布拉特的麦克特南表示，迪士尼通过发展流媒体服务，能够从其业务中的居家和重新开放主题中受益，同时尽管受到疫情的影响，主题公园的收入也超出了预期。更保守地说，麦克特南认为公园收入要到2023年才会恢复到大流行前的水平，但他指出，这可能会更快，这取决于疫苗推广的成功。</blockquote></p><p> <strong>DIS Price Action:</strong> Shares of Walt Disney Co were down 1.70% to $187.67 at end of day Friday. </p><p><blockquote><strong>DIS价格走势：</strong>截至周五收盘，华特迪士尼公司股价下跌1.70%，至187.67美元。</blockquote></p><p> <em>Photo by Ella de Kross on Unsplash.</em></p><p><blockquote><em>照片由艾拉·德·克罗斯在Unsplash上拍摄。</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>","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>Why 4 Analysts Think Disney Can Thrive Now And After The Pandemic<blockquote>为什么四位分析师认为迪士尼现在和大流行之后都能蓬勃发展</blockquote></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; 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}\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\">\nWhy 4 Analysts Think Disney Can Thrive Now And After The Pandemic<blockquote>为什么四位分析师认为迪士尼现在和大流行之后都能蓬勃发展</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-02-15 00:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong>The Walt Disney Company</strong> (NYSE:DIS) has smashed second-quarter expectations on Thursday due to strong growth in its streaming service Disney+.</p><p><blockquote><html><body><strong>迪斯尼公司</strong>由于其流媒体服务Disney+的强劲增长，（纽约证券交易所股票代码：DIS）周四打破了第二季度的预期。</body></html></blockquote></p><p> <strong>What Happened</strong>: Disney reported $16.25 billion in revenue, far above the Street estimate of $15.93 billion, while adjusted EPS came in at a loss of 32 cents, beating the Street estimate of a 41-cent loss.<em> </em>The company pulled this off despite suffering a loss in revenue from its parks and cruise ships being fully closed, or open with reduced capacity, due to the COVID-19 pandemic.</p><p><blockquote><strong>发生了什么</strong>：迪士尼公布营收162.5亿美元，远高于华尔街预期的159.3亿美元，而调整后每股收益亏损32美分，超出华尔街预期的亏损41美分。<em></em>尽管由于COVID-19大流行，其公园和游轮完全关闭或开放但运力减少，导致收入损失，该公司还是实现了这一目标。</blockquote></p><p> Disney’s largest growth was in its streaming subscriptions. The company reported it had secured 95 million Disney+ subscribers for the quarter and now has more than 146 million total paid subscribers. This quarter marks the first since the company ended its free trial period.</p><p><blockquote>迪士尼最大的增长是其流媒体订阅。该公司报告称，本季度已获得9500万Disney+订户，目前付费订户总数超过1.46亿。本季度是该公司结束免费试用期以来的第一个季度。</blockquote></p><p> CFO Christine McCarthy said executives are “really happy with the conversion numbers that we’ve seen here, going from the promotion to become paid subscribers.” McCarthy also said on the conference call that the company has “also set that target for 100-plus new titles per year. And that's across Disney Animation, Disney Live Action, Pixar, Marvel, Star Wars, Nat Geo. And of course, we'll continue to add more to our library as we go through time as well,” demonstrating the company’s plan for growth in this areas.</p><p><blockquote>首席财务官克里斯蒂娜·麦卡锡(Christine McCarthy)表示，高管们“对我们在这里看到的从促销到付费订阅者的转化率感到非常满意。”McCarthy还在电话会议上表示，该公司“还设定了每年100多部新书的目标。这是跨越迪士尼动画，迪士尼真人，皮克斯，漫威，星球大战，国家地理。当然，随着时间的推移，我们也将继续为我们的图书馆添加更多内容，”展示了公司在这一领域的增长计划。</blockquote></p><p> <strong>The Disney Analysts: </strong>Goldman Sachs analyst Brett Feldman reiterated a buy rating and increased the price target from $211 to $225.</p><p><blockquote><strong>迪士尼分析师：</strong>高盛分析师Brett Feldman重申买入评级，并将目标价从211美元上调至225美元。</blockquote></p><p> Needham analyst Laura Martin reiterated a hold rating.</p><p><blockquote>Needham分析师Laura Martin重申持有评级。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Benjamin Swinburne reiterated an overweight rating and price target of $200.</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Benjamin Swinburne重申了跑赢大盘的评级和200美元的目标价。</blockquote></p><p> Rosenblatt Securities analyst Bernie McTernan reiterated a buy rating and increased its price target from $210 to $220.</p><p><blockquote>Rosenblatt Securities分析师Bernie McTernan重申买入评级，并将目标价从210美元上调至220美元。</blockquote></p><p> <strong>Stong Growth In Streaming, Movies and Park Revenue:</strong> Goldman Sachs' Feldman sees strong growth in 2021 from demand in two main areas. First, from its streaming services, which he said will bring increased revenue when Disney increases subscription prices in February and March. Feldman also noted the potential customer acquisition from Disney’s planned release of two Marvel movies this spring.</p><p><blockquote><strong>流媒体、电影和公园收入强劲增长：</strong>高盛的费尔德曼预计2021年两个主要领域的需求将强劲增长。首先是其流媒体服务，他表示，当迪士尼在2月和3月提高订阅价格时，这将带来更多收入。费尔德曼还指出了迪士尼计划今年春天上映的两部漫威电影的潜在客户获取。</blockquote></p><p> Secondly, Feldman believes park revenue will increase as the pent-up demand to visit Disney theme parks gets underway. Feldman said Disney’s “core businesses remain well positioned for rapid recovery as the economy reopens.”</p><p><blockquote>其次，费尔德曼认为，随着被压抑的迪士尼主题公园参观需求的开始，公园收入将会增加。费尔德曼表示，随着经济重新开放，迪士尼的“核心业务仍处于快速复苏的有利位置”。</blockquote></p><p> <strong>Why Disney Can Surpass Netflix: </strong>Needham’s Martin said Disney is valued at only half of what <strong>Netflix Inc</strong> (NASDAQ:NFLX) is even though Disney is beating Netflix at its only game.</p><p><blockquote><strong>迪士尼为何能超越Netflix：</strong>Needham的马丁表示，迪士尼的估值仅为其一半<strong>Netflix</strong>（纳斯达克：NFLX）尽管迪士尼在唯一一场比赛中击败了Netflix。</blockquote></p><p> Martin said Disney is surpassing Netflix because of better marketing skills, stronger titles and the ability to pull from subsidiaries, such as Lucas Films and Marvel, to save costs. Martin, like McTernan and Feldman, sees Disney benefiting from the reopening of the economy in 2021, which she says is not the case for Netflix.</p><p><blockquote>马丁表示，迪士尼正在超越Netflix，因为它拥有更好的营销技巧、更强大的电影以及从卢卡斯电影公司和漫威等子公司吸引资金以节省成本的能力。与麦克特南和费尔德曼一样，马丁认为迪士尼将从2021年经济的重新开放中受益，但她表示Netflix的情况并非如此。</blockquote></p><p> <strong>Recovery Long, But Worst Is Over:</strong> Swinburne of Morgan Stanley said that “although the road to recovery remains long and uncertain,” he believes the worst is over and expects revenue streams from Disney’s parks and cruises to continue to rebound over 2021.</p><p><blockquote><strong>恢复时间很长，但最糟糕的情况已经过去：</strong>摩根士丹利的Swinburne表示，“尽管复苏之路仍然漫长且不确定”，但他认为最糟糕的时期已经过去，并预计迪士尼乐园和游轮的收入将在2021年继续反弹。</blockquote></p><p> Swinburne also noted that Disney Hong Kong expects to reopen in the second quarter and pointed to better-than-expected retail sales in Disney stores for \"Star Wars,\" \"Frozen 2\" and \"The Mandalorian\" merchandise. Swinburne also said Disney's direct-to-consumer business beat expectations, and Disney+ is likely to pass 100 million subscribers soon.</p><p><blockquote>史文朋还指出，迪士尼香港预计将于第二季度重新开业，并指出迪士尼商店《星球大战》、《冰雪奇缘2》和《曼达洛人》商品的零售额好于预期。Swinburne还表示，迪士尼的直接面向消费者的业务超出了预期，Disney+的订阅用户可能很快就会超过1亿。</blockquote></p><p> <strong>Growing Streaming Services:</strong> Rosenblatt's McTernan said that Disney has been able to benefit from both stay-at-home and reopening themes across its business by growing its streaming services, while also beating theme park revenue estimates despite the pandemic. More conservatively, McTernan doesn’t see park revenue returning to pre-pandemic levels until 2023, but noted it could be sooner depending on the success of the vaccine rollout. </p><p><blockquote><strong>不断增长的流媒体服务：</strong>罗森布拉特的麦克特南表示，迪士尼通过发展流媒体服务，能够从其业务中的居家和重新开放主题中受益，同时尽管受到疫情的影响，主题公园的收入也超出了预期。更保守地说，麦克特南认为公园收入要到2023年才会恢复到大流行前的水平，但他指出，这可能会更快，这取决于疫苗推广的成功。</blockquote></p><p> <strong>DIS Price Action:</strong> Shares of Walt Disney Co were down 1.70% to $187.67 at end of day Friday. </p><p><blockquote><strong>DIS价格走势：</strong>截至周五收盘，华特迪士尼公司股价下跌1.70%，至187.67美元。</blockquote></p><p> <em>Photo by Ella de Kross on Unsplash.</em></p><p><blockquote><em>照片由艾拉·德·克罗斯在Unsplash上拍摄。</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DIS":"迪士尼"},"source_url":"https://www.benzinga.com/node/19647030","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111008165","content_text":"The Walt Disney Company (NYSE:DIS) has smashed second-quarter expectations on Thursday due to strong growth in its streaming service Disney+.\nWhat Happened: Disney reported $16.25 billion in revenue, far above the Street estimate of $15.93 billion, while adjusted EPS came in at a loss of 32 cents, beating the Street estimate of a 41-cent loss. The company pulled this off despite suffering a loss in revenue from its parks and cruise ships being fully closed, or open with reduced capacity, due to the COVID-19 pandemic.\nDisney’s largest growth was in its streaming subscriptions. The company reported it had secured 95 million Disney+ subscribers for the quarter and now has more than 146 million total paid subscribers. This quarter marks the first since the company ended its free trial period.\nCFO Christine McCarthy said executives are “really happy with the conversion numbers that we’ve seen here, going from the promotion to become paid subscribers.” McCarthy also said on the conference call that the company has “also set that target for 100-plus new titles per year. And that's across Disney Animation, Disney Live Action, Pixar, Marvel, Star Wars, Nat Geo. And of course, we'll continue to add more to our library as we go through time as well,” demonstrating the company’s plan for growth in this areas.\nThe Disney Analysts: Goldman Sachs analyst Brett Feldman reiterated a buy rating and increased the price target from $211 to $225.\nNeedham analyst Laura Martin reiterated a hold rating.\nMorgan Stanley analyst Benjamin Swinburne reiterated an overweight rating and price target of $200.\nRosenblatt Securities analyst Bernie McTernan reiterated a buy rating and increased its price target from $210 to $220.\nStong Growth In Streaming, Movies and Park Revenue: Goldman Sachs' Feldman sees strong growth in 2021 from demand in two main areas. First, from its streaming services, which he said will bring increased revenue when Disney increases subscription prices in February and March. Feldman also noted the potential customer acquisition from Disney’s planned release of two Marvel movies this spring.\nSecondly, Feldman believes park revenue will increase as the pent-up demand to visit Disney theme parks gets underway. Feldman said Disney’s “core businesses remain well positioned for rapid recovery as the economy reopens.”\nWhy Disney Can Surpass Netflix: Needham’s Martin said Disney is valued at only half of what Netflix Inc (NASDAQ:NFLX) is even though Disney is beating Netflix at its only game.\nMartin said Disney is surpassing Netflix because of better marketing skills, stronger titles and the ability to pull from subsidiaries, such as Lucas Films and Marvel, to save costs. Martin, like McTernan and Feldman, sees Disney benefiting from the reopening of the economy in 2021, which she says is not the case for Netflix.\nRecovery Long, But Worst Is Over: Swinburne of Morgan Stanley said that “although the road to recovery remains long and uncertain,” he believes the worst is over and expects revenue streams from Disney’s parks and cruises to continue to rebound over 2021.\nSwinburne also noted that Disney Hong Kong expects to reopen in the second quarter and pointed to better-than-expected retail sales in Disney stores for \"Star Wars,\" \"Frozen 2\" and \"The Mandalorian\" merchandise. Swinburne also said Disney's direct-to-consumer business beat expectations, and Disney+ is likely to pass 100 million subscribers soon.\nGrowing Streaming Services: Rosenblatt's McTernan said that Disney has been able to benefit from both stay-at-home and reopening themes across its business by growing its streaming services, while also beating theme park revenue estimates despite the pandemic. More conservatively, McTernan doesn’t see park revenue returning to pre-pandemic levels until 2023, but noted it could be sooner depending on the success of the vaccine rollout. \nDIS Price Action: Shares of Walt Disney Co were down 1.70% to $187.67 at end of day Friday. \nPhoto by Ella de Kross on Unsplash.","news_type":1,"symbols_score_info":{"DIS":1,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":745,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/382071934"}
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