Aloynty
2021-08-13
Both a fan and a vested investor
Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":894325725,"tweetId":"894325725","gmtCreate":1628807640267,"gmtModify":1633689428384,"author":{"id":3575873871496945,"idStr":"3575873871496945","authorId":3575873871496945,"authorIdStr":"3575873871496945","name":"Aloynty","avatar":"https://static.tigerbbs.com/ceffc7a2934660797f19f81a2d643780","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":40,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Both a fan and a vested investor</p></body></html>","htmlText":"<html><head></head><body><p>Both a fan and a vested investor</p></body></html>","text":"Both a fan and a vested investor","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/894325725","repostId":1117889970,"repostType":4,"repost":{"id":"1117889970","kind":"news","pubTimestamp":1628780671,"share":"https://www.laohunote.com/m/news/1117889970?lang=zh_CN&edition=full","pubTime":"2021-08-12 23:04","market":"us","language":"en","title":"Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117889970","media":"finance.yahoo","summary":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo","content":"<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p><p><blockquote>迪士尼 (DIS) 将于周四收盘后公布第三财季业绩，随着消费者恢复外出，投资者将密切关注这家娱乐集团的流媒体和公园业务的增长趋势。</blockquote></p><p> Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p><p><blockquote>以下是迪士尼报告与彭博社汇编的共识数据相比的主要预期结果：</blockquote></p><p> <ul> <li><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p><p><blockquote><ul><li><b>收入：</b>预计为 168.0 亿美元，而同比为 117.8 亿美元</li></ul></blockquote></p><p></li> <li><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p><p><blockquote><li><b>调整后每股盈利：</b>预期 55 美分，同比 8 美分</li></blockquote></p><p></li> </ul> Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p><p><blockquote>迪士尼预计将在五个季度以来首次恢复收入增长，随着疫苗接种和消费者流动性的增强，该公司全球公园和度假村的游客数量有所增加。截至三季度末，迪士尼全球所有主题公园均已重新开放，包括今年早些时候仍处于关闭状态的巴黎迪士尼乐园和加州迪士尼乐园。</blockquote></p><p> Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p><p><blockquote>尽管公园的客流量低于大流行前的水平，但重新开放使迪士尼整体业务的利润引擎能够更强劲地恢复运营。迪士尼的乐园、体验和消费品业务部门预计本季度营业利润将略高于 4100 万美元，在去年同期出现亏损后有所复苏。</blockquote></p><p> Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p><p><blockquote>然而，对于迪士尼来说，解决与疫情相关的健康问题的相关成本预计仍然很高。上个季度，迪士尼表示，预计 2021 财年将花费约 10 亿美元用于员工、人才和游客的安全措施。</blockquote></p><p> But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p><p><blockquote>但对于投资者来说，该公司成立近两年的流媒体业务 Disney+ 至关重要，并将在周四迪士尼财报发布和看涨期权期间成为焦点。在疫情期间，迪士尼流媒体平台 Disney+ 的增长有助于安抚投资者，因为该公司利润丰厚的公园和度假村业务枯竭。</blockquote></p><p> But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p><p><blockquote>但随着越来越多的消费者接种疫苗并重返户外，Disney+的增长开始放缓。5 月份，Disney+ 公布了自推出以来用户增长最弱的季度，新用户增加了 870 万。尽管如此，自 2019 年底推出以来，该公司仍取得了显着增长，在不到两年的时间里，订户突破了 1 亿大关。</blockquote></p><p> The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p><p><blockquote>流媒体放缓并不局限于迪士尼。Netflix 是美国互联网流媒体平台的现任领导者，今年第二季度仅新增了 150 万会员。这一数字与去年同期新增的 1000 多万付费用户相比大幅下降，当时消费者在留宿订单高峰期成群结队地寻找娱乐。</blockquote></p><p> For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p><p><blockquote>对于迪士尼，华尔街分析师预计 Disney+ 第三季度将新增 820 万用户，使用户总数达到约 1.128 亿。相比之下，Netflix 的收入为 2.092 亿。</blockquote></p><p> Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p><p><blockquote>迪士尼在Disney+及其其他流媒体平台上的广泛内容库是其迄今为止成功的关键，其内容组合的更新将受到密切关注。ESPN+上季度用户数量同比增长75%，达到1380万，更强大的体育直播阵容有助于提高收视率。该公司还在上一季度的财报看涨期权上宣布了两项新的转播权协议，包括与美国职业棒球大联盟（Major League Baseball）达成的增强型协议，直至 2028 年，以及与西班牙足球联赛（LaLiga）达成的新协议。</blockquote></p><p> In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p><p><blockquote>在电影方面，包括《洛基》和《黑寡妇》在内的漫威电影在影院上映和迪士尼+上都取得了成功，为迪士尼本季度的业务带来了另一个重大利好。</blockquote></p><p></p>","source":"lsy1612507957220","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>Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</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\">\nDisney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+ 增长，公园重新开放成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-08-12 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p><p><blockquote>迪士尼 (DIS) 将于周四收盘后公布第三财季业绩，随着消费者恢复外出，投资者将密切关注这家娱乐集团的流媒体和公园业务的增长趋势。</blockquote></p><p> Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p><p><blockquote>以下是迪士尼报告与彭博社汇编的共识数据相比的主要预期结果：</blockquote></p><p> <ul> <li><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p><p><blockquote><ul><li><b>收入：</b>预计为 168.0 亿美元，而同比为 117.8 亿美元</li></ul></blockquote></p><p></li> <li><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p><p><blockquote><li><b>调整后每股盈利：</b>预期 55 美分，同比 8 美分</li></blockquote></p><p></li> </ul> Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p><p><blockquote>迪士尼预计将在五个季度以来首次恢复收入增长，随着疫苗接种和消费者流动性的增强，该公司全球公园和度假村的游客数量有所增加。截至三季度末，迪士尼全球所有主题公园均已重新开放，包括今年早些时候仍处于关闭状态的巴黎迪士尼乐园和加州迪士尼乐园。</blockquote></p><p> Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p><p><blockquote>尽管公园的客流量低于大流行前的水平，但重新开放使迪士尼整体业务的利润引擎能够更强劲地恢复运营。迪士尼的乐园、体验和消费品业务部门预计本季度营业利润将略高于 4100 万美元，在去年同期出现亏损后有所复苏。</blockquote></p><p> Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p><p><blockquote>然而，对于迪士尼来说，解决与疫情相关的健康问题的相关成本预计仍然很高。上个季度，迪士尼表示，预计 2021 财年将花费约 10 亿美元用于员工、人才和游客的安全措施。</blockquote></p><p> But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p><p><blockquote>但对于投资者来说，该公司成立近两年的流媒体业务 Disney+ 至关重要，并将在周四迪士尼财报发布和看涨期权期间成为焦点。在疫情期间，迪士尼流媒体平台 Disney+ 的增长有助于安抚投资者，因为该公司利润丰厚的公园和度假村业务枯竭。</blockquote></p><p> But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p><p><blockquote>但随着越来越多的消费者接种疫苗并重返户外，Disney+的增长开始放缓。5 月份，Disney+ 公布了自推出以来用户增长最弱的季度，新用户增加了 870 万。尽管如此，自 2019 年底推出以来，该公司仍取得了显着增长，在不到两年的时间里，订户突破了 1 亿大关。</blockquote></p><p> The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p><p><blockquote>流媒体放缓并不局限于迪士尼。Netflix 是美国互联网流媒体平台的现任领导者，今年第二季度仅新增了 150 万会员。这一数字与去年同期新增的 1000 多万付费用户相比大幅下降，当时消费者在留宿订单高峰期成群结队地寻找娱乐。</blockquote></p><p> For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p><p><blockquote>对于迪士尼，华尔街分析师预计 Disney+ 第三季度将新增 820 万用户，使用户总数达到约 1.128 亿。相比之下，Netflix 的收入为 2.092 亿。</blockquote></p><p> Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p><p><blockquote>迪士尼在Disney+及其其他流媒体平台上的广泛内容库是其迄今为止成功的关键，其内容组合的更新将受到密切关注。ESPN+上季度用户数量同比增长75%，达到1380万，更强大的体育直播阵容有助于提高收视率。该公司还在上一季度的财报看涨期权上宣布了两项新的转播权协议，包括与美国职业棒球大联盟（Major League Baseball）达成的增强型协议，直至 2028 年，以及与西班牙足球联赛（LaLiga）达成的新协议。</blockquote></p><p> In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p><p><blockquote>在电影方面，包括《洛基》和《黑寡妇》在内的漫威电影在影院上映和迪士尼+上都取得了成功，为迪士尼本季度的业务带来了另一个重大利好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117889970","content_text":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.\nHere are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:\n\nRevenue:$16.80 billion expected vs. $11.78 billion Y/Y\nAdjusted earnings per share:55 cents expected vs. 8 cents Y/Y\n\nDisney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.\nThough foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.\nCosts related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.\nBut for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.\nBut as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.\nThe slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.\nFor Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.\nDisney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.\nIn terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":708,"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":26,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/894325725"}
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