Parkatm
Âge : 37
Messages : 3382
Inscription : 01/12/2016
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Parkatm
Âge : 37
Messages : 3382
Inscription : 01/12/2016
|  Sujet: Re: Bob Iger reprend la tête de la compagnie - prolongement jusqu'au 31.12.2026 !  Ven 5 Avr 2024 - 16:55 | |
| - DJinspace a écrit:
- Ton point de vue est intéressant et je le comprends. Mais commencer ton texte en "imaginant" ce qui ce passe dans sa tête le décrédibilise, et laisse penser que toi aussi tu portes un jugement au travers de ton propre prisme
 Ceci dit, je pense que nous fonctionnons tous comme cela lorsque nous voulons défendre un point de vue, c'est humain  Oui bien sûr chacun analyse le monde selon son propre prisme mais certains sont plus extrêmes que d’autres. Je n’avais pas vu ses autres vidéos et lez commentaires mais je trouve cela flippant d’avoir ses vidéos dans sa bulle de filtre. A titre personnel je demande toujours à Youtube de ne pas me recommander ce genre de propos extrêmiste voir haineux. Que je sois d’accord ou pas avec l’opinion de base, un peu de contradiction ne fait pas de mal mais il ne peut rien sortir de bon d’un extrême comme celui-ci. A titre d’exemple, il y avait Mickey Views qui a pas mal couvert le sujet Pelz et aussi De Santis. Je n’ai jamais été d’accord avec lui car il était clairement pour Pelz et je pense que sa frustration de ne pas voir les choses bouger l’un un peu poussé à placer ses espoirs en un inconnu mais pour autant il s’est toujours efforcé de rester correct et modéré dans l’expression de son opinion en essayant au maximum d’être objectif sur les faits (et en différenciant bien les faits des ses opinions). C’est pour ainsi dire une opposition saine à mon opinion. DJinspace et ico aiment ce message |
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Flounder69
Modérateur
Âge : 30
Messages : 9611
Localisation : France
Inscription : 06/10/2012
| | Sujet: Re: Bob Iger reprend la tête de la compagnie - prolongement jusqu'au 31.12.2026 ! Mar 7 Mai 2024 - 16:00 | |
| - The Walt Disney Company a écrit:
The Walt Disney Company reported its second quarter earnings of 2024 on Tuesday with CEO Bob Iger noting that the “strong performance in Q2 demonstrates we are delivering on our strategic priorities, while building for the future.”
“When you consider all of our businesses as a whole from Entertainment to Sports to Experiences, it’s clear that no one has what Disney has,” Iger said on the post-earnings call. “The turnaround and growth initiatives we set in motion last year have continued to yield positive results, and we are executing against our ambitious strategic priorities with both speed and determination.”
In terms of the results, Iger noted that overall, it “was another impressive quarter” for Disney. He also mentioned that the results were “driven in large part by our Experiences segment and our streaming business… with the entertainment portion of the streaming business” profitable in the quarter.
“This is a testament to the turnaround we set in motion last year and the outstanding leadership of Disney Entertainment Co-Chairmen Alan Bergman and Dana Walden,” he said. “It is particularly noteworthy when you consider we reported peak losses only 18 months ago.”
Iger pointed out that Disney remains on track to reach profitability in its combined streaming business in Q4 and added that “path to profitability will not be linear.”
“While we are anticipating a softer third quarter, due in large part to the seasonality of our India sports offerings, we fully expect streaming to be a growth driver for the company in the future and we have prioritized the steps necessary to achieve this,” he said.
Q2 FY24 Earnings Report
Streaming Successes
Iger continued to touch on Disney’s streaming business by announcing that by the end of the year Disney will be adding an ESPN tile to Disney+, which will give all U.S. subscribers access to select live game and studio programming within the Disney+ app.
“We see this as a first step to bringing ESPN to Disney+ viewers as we ready the launch of our enhanced stand-alone ESPN streaming service in the fall of 2025,” he said.
Iger also spoke about successes that streaming has had in the quarter, including Shōgun, FX’s critically acclaimed global hit, which is “tracking as FX’s most-watched show ever on our streaming platforms” and “driving the second largest number of signups to our streaming services since 2022, behind only Black Panther: Wakanda Forever.”
He noted that “This is a great example of how we are successfully reaching wider audiences with our combined linear and streaming ecosystem.”
“The key to our success in streaming, and what consistently brings consumers back for more, is the array of exceptional content we produce that captivates audiences of all ages and backgrounds,” Iger said.
According to Iger, in Q2, series that aired on Disney’s linear networks accounted for 17 of the top 20 most viewed series on the company’s streaming platforms, with almost 3 billion hours of consumption.
“Our linear channels are deeply embedded in our direct-to-consumer strategy as they continue to deliver high-quality content that reaches demographics not captured on streaming alone, allowing us to broaden our audiences and leverage our unmatched content engine across an expansive base,” he said.
Q2 FY24 Earnings Presentation
Sports Successes
Turning to ESPN, Iger said that “sports continues to stand out when it comes to convening large audiences, with recent big ratings wins across a variety of sports.”
That includes:
- The NCAA Women’s National Championship between Iowa and South Carolina being ESPN’s most viewed college basketball game ever, men’s or women’s.
- Record-breaking ratings for the WNBA Draft.
- Monday Night Football having its most-watched season since 2000.
- The Divisional Playoff game between the Houston Texans and Baltimore Ravens being ESPN’s most-watched NFL game ever with 32.4 million viewers.
Turbocharging Experiences
Finally, Iger spoke about Disney’s Experience business, which “remained an impressive financial driver in the quarter.”
“We are focused on turbocharging growth with a number of long-term strategic investments,” he said. “That includes our DisneylandForward initiative — the first step in our expansion plans at Disneyland Resort, which received unanimous preliminary approval by the Anaheim City Council last month.”
Iger pointed out that the approval was “a significant milestone,” and that the final vote is expected to take place on that evening.
“We’re incredibly excited for the many potential new stories our guests could experience at Walt’s original theme park, including the much-anticipated opportunity to bring Avatar to Disneyland,” Iger said, wrapping up the call.
The information above should be read together with the Q2 FY24 Disney Earnings Report and earnings call (both available here) as well as the 10-Q, which discuss additional information, including additional challenges and risks the company’s businesses face and additional information about Q2 FY24 performance.
Forward-Looking Statements
Certain statements in this communication may constitute “forward‐looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our expectations, beliefs, plans, financial prospects, trends or outlook and guidance; financial or performance expectations and expected drivers; business plans and opportunities; capital expenditures and investments, including opportunities for growth and expansion; leadership decisions; plans, expectations or drivers, as applicable, for direct‐to‐consumer profitability, growth, product acceptance and enhancements, changes to subscription offerings and margins; timing and nature of our offerings; consumer sentiment, behavior or demand; strategies and strategic priorities and opportunities; expected benefits of new initiatives, including those subject to approvals or other conditions; value of our intellectual property, content offerings, businesses and assets; and other statements that are not historical in nature. Any information that is not historical in nature is subject to change. These statements are made on the basis of management’s views and assumptions regarding future events and business performance as of the time the statements are made. Management does not undertake any obligation to update these statements.
Actual results may differ materially from those expressed or implied. Such differences may result from actions taken by the company, including restructuring or strategic initiatives (including capital investments, asset acquisitions or dispositions, new or expanded business lines or cessation of certain operations), our execution of our business plans (including the content we create and IP we invest in, our pricing decisions, our cost structure and our management and other personnel decisions), our ability to quickly execute on cost rationalization while preserving revenue, the discovery of additional information or other business decisions, as well as from developments beyond the company’s control, including: the occurrence of subsequent events; deterioration in domestic and global economic conditions or a failure of conditions to improve as anticipated; deterioration in or pressures from competitive conditions, including competition to create or acquire content, competition for talent and competition for advertising revenue; consumer preferences and acceptance of our content, offerings, pricing model and price increases, and corresponding subscriber additions and churn, and the market for advertising sales on our DTC services and linear networks; health concerns and their impact on our businesses and productions; international, political or military developments; regulatory and legal developments; technological developments; labor markets and activities, including work stoppages; adverse weather conditions or natural disasters; and availability of content.
Such developments may further affect entertainment, travel and leisure businesses generally and may, among other things, affect (or further affect, as applicable): our operations, business plans or profitability, including direct-to-consumer profitability; demand for our products and services; the performance of the company’s content; our ability to create or obtain desirable content at or under the value we assign the content; the advertising market for programming; income tax expense; and performance of some or all company businesses either directly or through their impact on those who distribute our products.
Additional factors are set forth in the company’s Annual Report on Form 10-K for the year ended September 30, 2023, including under the captions “Risk Factors,” “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” and “Business,” quarterly reports on Form 10-Q, including under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” and subsequent filings with the Securities and Exchange Commission.
The terms “company,” “Disney,” “we,” and “our” are used above to refer collectively to the parent company and the subsidiaries through which our various businesses are actually conducted. |
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