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DIS

Disney

$101.17

0.47 (0.47%)

08:31
08/22/17
08/22
08:31
08/22/17
08:31

Piper finds nearly 20% of surveyed consumers would pay to stream ESPN

In part two of a survey of over 1,000 consumers regarding Disney's recent streaming plan announcements, Piper Jaffray analyst Stan Meyers says 19% of those surveyed expressed interest in subscribing to an ESPN streaming service. Of those interested, 41% would pay more than $5 per month, Meyers tells investors. The analyst estimates the service can reach 6M subscribers over the next few years once the complete ESPN streaming service is launched. Meyers, who sees ESPN streaming helping Disney with its leverage with multichannel video programming distributors, keeps an Overweight rating and $130 price target on Disney shares.

DIS Disney
$101.17

0.47 (0.47%)

08/18/17
GSCO
08/18/17
NO CHANGE
GSCO
Disney Internet TV service is right strategy, says Goldman Sachs
Goldman Sachs analyst Drew Borst says that Disney's upcoming video streaming service could be dilutive to its profits in the first year before reaching break even in years two and three. However, the analyst says that the move will beat fruit over the long-term because it will allow the company "to develop a more direct relationship with consumers." and monetize "broadband-only U.S. households." The analyst cut his price target on the shares to $119 from $133 but keeps a Buy rating on the stock and keeps the stock on the firm's Conviction Buy List.
08/15/17
PIPR
08/15/17
NO CHANGE
Target $130
PIPR
Overweight
Piper survey shows 'sizable' interest in Disney streaming service
Piper Jaffray analyst Stan Meyers says his firm's survey of over 1,000 consumers found a "sizable," 23% interest in subscribing to a Disney/Pixar streaming service. Of those interested, 37% would pay more than $5 per month, Meyers tells investors in a research note. The analyst estimates 4M subscribers will be Disney's (DIS) equilibrium point between launching its own service and licensing to Netflix (NFLX), which will end in 2019. Disney's entry into direct-to-consumer streaming should "unlock some of its library value, enhance leverage with distributors, and open the door to potentially cross sell its consumer products," Meyers argues. He keeps an Overweight rating on Disney shares with a $130 price target. The stock closed yesterday down 59c to $101.40.
08/14/17
PIPR
08/14/17
NO CHANGE
Target $215
PIPR
Overweight
Piper survey shows Disney loss having minimal impact on Netflix
Piper Jaffray analyst Michael Olson says that while Disney (DIS) ending its agreement for distribution of certain content is a negative headline, it will have minimal impact on the Netflix (NFLX). His firm surveyed over 500 U.S. Netflix subscribers and asked what percent of their Netflix time is spent on Disney. Piper found that "only" around 20% of subscribers spend greater than 10% of their Netflix time viewing Disney content. The analyst expects "almost none" of the remaining 80% of subscribers will cancel due to the loss of Disney. Further, the 20% of heavier Disney viewers are unlikely to cancel unless Disney accounts for a large portion, like greater than 40%, of their Netflix viewing time, Olson tells investors in a research note. He points out that Netflix shares are down 4% since Disney's announcement on August 8. The analyst keeps an Overweight rating on Netflix shares with a $215 price target. The streaming service closed Friday up $2.26 to $171.40.
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.

TODAY'S FREE FLY STORIES

SYBX

Synlogic

$18.73

-0.52 (-2.70%)

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KSU

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Nike

M

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EFX

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INTC

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VIX

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AMD

AMD

$13.08

0.56 (4.47%)

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NKE

Nike

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SMBK

SmartFinancial

$23.88

0.38 (1.62%)

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SmartFinancial, Capstone Bancshares holders approve merger-related proposals »

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09:35
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FX Action: USD-CAD »

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PG

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CORI

Corium

$10.16

0.25 (2.52%)

, NEOS

Neos Therapeutics

$8.70

-0.5 (-5.43%)

09:33
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Conference/Events
Mizuho to hold a conference »

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CORI

Corium

$10.16

0.25 (2.52%)

NEOS

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-0.5 (-5.43%)

VYGR

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NVAX

Novavax

$1.12

-0.02 (-1.75%)

09:32
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Novavax initiates Phase 1/2 trial of NanoFlu vaccine in older adults »

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BSMX

Santander Mexico

09:32
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Downgrade
Santander Mexico rating change  »

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XPLR

Xplore Technologies

$3.50

-0.2 (-5.41%)

09:31
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Hot Stocks
Xplore Technologies secures Android rugged tablet order »

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SNE

Sony

09:31
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09:31
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Downgrade
Sony rating change  »

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09:30
09/19/17
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General news
The U.S. August housing starts report »

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BSX

Boston Scientific

09:29
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Boston Scientific's HeartLogic Diagnostic shows positive risk detection ability »

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UBNT

Ubiquiti

$50.62

-4.335 (-7.89%)

09:28
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Hot Stocks
Ubiquiti CEO to host Investor Update on September 26 »

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HQY

HealthEquity

$45.77

0.65 (1.44%)

09:26
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Conference/Events
HealthEquity participates in a conference call with Chardan »

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UBNT

Ubiquiti

$50.62

-4.335 (-7.89%)

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Ubiquiti Board approves additional $100M stock repurchase program »

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UBNT

Ubiquiti

$50.62

-4.335 (-7.89%)

09:23
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Earnings
Ubiquiti narrows Q1 revenue view to $240M-$250M, consensus $234.5M »

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LNDC

Landec

$12.80

-0.2 (-1.54%)

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BOBE

Bob Evans

$72.93

1.02 (1.42%)

, POST

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BOBE

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$72.93

1.02 (1.42%)

POST

Post Holdings

AZO

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TLGT

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$6.90

-0.29 (-4.03%)

WBA

Walgreens Boots Alliance

$82.60

0.1 (0.12%)

RAD

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APOG

Apogee Enterprises

$44.98

0.18 (0.40%)

EFX

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ALDX

Aldeyra

$9.10

0.2 (2.25%)

SNCR

Synchronoss

$16.75

0.64 (3.97%)

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PG

Procter & Gamble

09:19
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DOX

Amdocs

$64.13

1.64 (2.62%)

09:19
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09:19
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Conference/Events
Amdocs participates in a conference call with Oppenheimer »

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TYL

Tyler Technologies

09:18
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Tyler Technologies selected by Odessa, Texas for ERP solution »

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SPX

S&P 500

, VIX

Volatility Index S&P 500 Options

09:18
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Options
Overnight activity included 97 trades in SPX and 67 trades in VIX »

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SPX

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APD

Air Products

09:16
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Hot Stocks
Air Products awarded oxygen supply contract by South Korean chemical company »

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TPIC

TPI Composites

$20.98

-0.05 (-0.24%)

, XYL

Xylem

09:15
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09/19
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Conference/Events
Cowen to hold a summit »

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TPIC

TPI Composites

$20.98

-0.05 (-0.24%)

XYL

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WLDN

Willdan Group

$29.79

0.71 (2.44%)

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