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DIS

Disney

09:23
08/10/17
08/10
09:23
08/10/17
09:23

Media executives frustrated with Disney CEO, CNBC's Faber reports

Media executives are frustrated and angry with Disney CEO Bob Iger after his company announced plans to develop its own direct-to-consumer services, CNBC's David Faber reports. The executives believe ESPN made cable bundles too expensive and they would prefer Disney work with them to lower the cost, Faber adds. Disney will struggle making its over-the-top services meaningfully profitable, even if it can get 20M subscribers at $10 per month, executives told Faber.

DIS Disney

08/09/17
UBSW
08/09/17
NO CHANGE
Target $190
UBSW
Buy
UBS sees little to no impact to Netflix from Disney streaming service launch
UBS analyst Doug Mitchelson noted Disney (DIS) announced plans to launch its own streaming video service in 2019 and said it will not enter into any new licenses with Netflix (NFLX). Disney management has said they still view Netflix as a valuable partner, Mitchelson pointed out. The analyst sees little to no impact to Netflix, noting Disney's offerings will not launch for two years, Disney is adding original content, and he believes the streaming video marketplace will continue to grow. Mitchelson reiterated his Buy rating and $190 price target on Netflix shares.
08/09/17
FBCO
08/09/17
NO CHANGE
Target $120
FBCO
Outperform
Disney price target lowered to $120 from $125 at Credit Suisse
Credit Suisse analyst Omar Sheikh lowered his price target for Disney to $120 from $125, while reiterating an Outperform rating on the shares. The analyst believes Disney's decision to shift its distribution strategy toward a direct to consumer model leans into the accelerating shifts in video consumption. Ahead is now a period when EPS/free cash flow growth will be diluted by investment, he notes, adding that he believes the company is laying the groundwork for a "stronger future strategically," not least by putting ESPN in a stronger position to successfully renew key sports rights in 2021/2022.
08/09/17
MSCO
08/09/17
NO CHANGE
Target $210
MSCO
Overweight
Netflix Overweight thesis remains intact, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne said Netflix's (NFLX) strategy to build its own vertically integrated global content brand will mitigate the loss of Disney (DIS). Swinburne expects some impact to Netflix's second half 2019 when Disney rolls off but said his Overweight thesis and $210 price target remain intact.
08/09/17
NEED
08/09/17
NO CHANGE
NEED
Hold
Needham applauds BAMTech acquisition by Disney
Needham analyst Laura Martin is lowering her 2018 estimates for Disney (DIS), but applauds the BAMTech acquisition as a fast-pass way to escape the U.S. TV-bundle box, albeit expensive as the former said it would be modestly dilutive for 2 years. The analyst believes that every content company must follow CBS (CBS) into the direct-to-consumer channel business to maintain growth. Rather than build it, Disney bought this capability which should accelerate time to market, Martin adds. The analyst reiterates a Hold rating on Disney's shares.

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CBS

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CBS News suspends Charlie Rose following sexual harassment claims, AP says 

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CBS

CBS

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