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DIS

Disney: The ESPN Solution
On February 7th, The Walt Disney Company reported its Q1 FY24 results. It was a solid start to the year, with continued strength at Experiences and an…
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The Science of Hitting
Disney 10-K Update
Earlier this week, Disney filed its annual report for FY23. In addition to the analysis shared after the release of the Q4 results (“Improve The Bottom…
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The Science of Hitting
Disney: "Improve The Bottom Line"
Note: Here’s the link to all prior Disney posts on the TSOH website Disney ended Q4 FY23 with 46.5 million domestic Disney+ subscribers, which was only…
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The Science of Hitting
2
"Turbocharged"
“It was on July 17, 1955, that Walt Disney unveiled something called Disneyland. No one had ever seen anything quite like it, and it created an entirely…
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The Science of Hitting
2
“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
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The Science of Hitting
4
Disney: The Turning Point
From “A Worrisome Circumstance” (May 2023): “As I think about the ‘logical progression’ for Disney DTC, a single platform strikes me as a superior…
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The Science of Hitting
3
ESPN: “Looking For Strategic Partners”
On Thursday, Disney CEO Bob Iger sat down for a wide-ranging conversation with CNBC’s David Faber. The interview, which followed an announcement on…
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The Science of Hitting
“A Worrisome Circumstance”
An update on The Walt Disney Company
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The Science of Hitting
Disney: Iger's Strategy Shift?
“You might not feel like you can do much now, but that's just because you're not a tree yet. You just have to give yourself some time. You're still a…
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The Science of Hitting
Bob Iger and "The Age of Great Anxiety"
“Retirement is great.” - Bob Iger, September 2022 On Sunday, November 20th, the Board of Directors of The Walt Disney Company announced that Bob Iger…
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The Science of Hitting
2
Disney: Commence Phase Two
In November 2021, following Disney’s Q4 FY21 results, I wrote “Breaking The Dam”. It was written at a difficult time for Disney; over the prior three…
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The Science of Hitting
4
"Focus First On Scale"
Roku Deep Dive
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The Science of Hitting
7
© 2024 Alex Morris (TSOH Investment Research)
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