Disney ລົບລ້າງການເພີ່ມຂຶ້ນຫຼັງຈາກຊົ່ວໂມງເຖິງວ່າຈະມີການຕີຜູ້ຈອງ, ລາຍໄດ້ Q2 ຂາດການຄາດຄະເນ

ຫມາຍເຫດຂອງບັນນາທິການ: ຂໍ້ຄວາມນີ້ກໍາລັງທໍາລາຍແລະຈະໄດ້ຮັບການປັບປຸງ

Disney (DIS) reported second quarter financial results after the bell on Wednesday that missed on both the top and bottom lines, although net additions for its fledging streaming platform Disney+ came in above estimates, causing shares to climb as much as 5% in after-hours trading.

However, Disney quickly erased those gains during the company’s earnings call after CFO Christine McCarthy warned that the tough economic environment, enhanced by inflationary pressures, supply chain disruptions and a tight labor market, could weigh on margins.

Here are Disney’s second quarter results compared to Wall Street’s consensus estimates, as compiled by Bloomberg:

• ລາຍໄດ້: $ 19.25 ຕື້ທຽບກັບການຄາດຄະເນ $ 20.11 ຕື້

• adj. ລາຍໄດ້ຕໍ່ຫຸ້ນ: $1.08 ທຽບກັບ $1.17 ການຄາດຄະເນ

• Disney+ subscribers: 7.9 ລ້ານທຽບກັບ 4.5 ລ້ານຄາດວ່າຈະ

“Our strong results in the second quarter, including fantastic performance at our domestic parks and continued growth of our streaming services—with 7.9 million Disney+ subscribers added in the quarter and total subscriptions across all our DTC offerings exceeding 205 million—once again proved that we are in a league of our own,” Disney CEO Bob Chapek said in a press release.

“As we look ahead to Disney’s second century, I am confident we will continue to transform entertainment by combining extraordinary storytelling with innovative technology to create an even larger, more connected, and magical Disney universe for families and fans around the world,” the executive continued.

After competitor Netflix’s (NFLX) big subscriber miss last month (the first time the company had lost subscribers during a quarter in 10 years), analysts were cautiously optimistic when it came to Disney+, although a deceleration compared to previous quarters was expected.

ບໍລິສັດໄດ້ເພີ່ມຜູ້ຈອງ 11.7 ລ້ານຄົນໃນ ໄຕມາດ ທຳ ອິດຂອງປີ 2022, ການຄາດຄະເນຂອງນັກວິເຄາະທີ່ສູງທີ່ສຸດ. ບົນພື້ນຖານການປຽບທຽບປີຕໍ່ປີ, ສື່ມວນຊົນຍັກໃຫຍ່ໄດ້ລາຍງານການເພີ່ມສຸດທິຂອງ 8.7 ລ້ານໃນ Q2 2021.

ເລື່ອງຍັງສືບຕໍ່

The overall subscriber decline comes as inflation remains high, consumers cut costs, and competition intensifies. A lag in content has also been cause for concern.

Still, Disney plans to spend a whopping $11 billion on streaming content this year, as part of its overall $26 billion budget for TV and film production. To compare, Netflix spent $17 billion on content in fiscal year 2021, with plans to hit $18 billion in 2022.

Chapek explained on the earnings call that “great content is going to drive our subs” and that increased subscribers will, therefore, drive profitability. He also noted that the platform’s upcoming ad-supported offering, set to hit the U.S. later this year, will create more choices and opportunity for subscribers.

Disney+, ເຊິ່ງຈະເປີດໃນ 53 ຕະຫຼາດໃຫມ່ໃນໄຕມາດທີສາມຂອງປີ 2022, ມີຜູ້ຈອງທົ່ວໂລກ 137.7 ລ້ານຄົນ, ເກີນຄວາມຄາດຫວັງຂອງ 134.4 ລ້ານຄົນ.

ບໍລິສັດໄດ້ຢ້ຳຄືນເປົ້າໝາຍທີ່ຈະໃຫ້ຜູ້ສະໝັກໃຊ້ບໍລິການ 230 ລ້ານຫາ 260 ລ້ານຄົນໃນທ້າຍປີ 2024. ສໍາລັບສະພາບການ, ຈໍານວນຜູ້ຈອງ Netflix ຢູ່ທີ່ 221.64 ລ້ານຄົນທົ່ວໂລກ.

ນອກເຫນືອຈາກ Disney+, ບໍລິສັດຍັງຈະອີງໃສ່ການຟື້ນຕົວຂອງລະຄອນ, ໂດຍມີຫົວຂໍ້ຍອດນິຍົມເຊັ່ນ "Thor: Love and Thunder" ແລະ "Avatar: The Way of Water" ທີ່ກໍາລັງຈະເປີດຕົວໃນທ້າຍປີນີ້.

Parks, experience and consumer products business

But streaming was not the only positive growth story for Disney this quarter.

ທຸລະກິດສວນສາທາລະ, ປະສົບການ ແລະເຄື່ອງບໍລິໂພກທີ່ບັນເທີງຂອງ mecca ໄດ້ກຳໄລຈາກການດໍາເນີນງານຢູ່ທີ່ 1.76 ຕື້ໂດລາ, ລື່ນກາຍຄວາມຄາດຫວັງຂອງ 1.6 ຕື້ໂດລາ ແລະຕໍ່າກວ່າຜົນກຳໄລຂອງໄຕມາດທີ່ແລ້ວຢູ່ທີ່ 2.5 ຕື້ໂດລາ. ລາຍໄດ້ຂອງພາກສ່ວນດັ່ງກ່າວມີຢູ່ທີ່ 6.7 ຕື້ໂດລາ, ເກືອບທັງຫມົດກ່ອນການລະບາດຂອງໂລກລະບາດແມ່ນ 7.6 ຕື້ໂດລາໃນໄຕມາດສຸດທ້າຍຂອງປີ 2019.

ບໍ່ເຫມືອນກັບດ້ານການຖ່າຍທອດທີ່ສັ່ນສະເທືອນຂອງທຸລະກິດ, ນັກວິເຄາະຍັງຄົງມີຄວາມຫມັ້ນໃຈຢ່າງຍຸດຕິທໍາວ່າສວນສະຫນຸກທີ່ກວ້າງຂວາງຂອງ Disney - ເປັນອົງປະກອບທີ່ສໍາຄັນຢ່າງຕໍ່ເນື່ອງຕໍ່ເສັ້ນທາງລຸ່ມຂອງບໍລິສັດ - ຈະມີການຂະຫຍາຍຕົວທີ່ເຂັ້ມແຂງຢ່າງຕໍ່ເນື່ອງທ່າມກາງການເປີດການຄ້າຄືນໃຫມ່. Chapek ຍັງຫຼຸດລົງສອງເທົ່າໃນລະຫວ່າງການຮຽກຮ້ອງລາຍໄດ້, ໂດຍກ່າວວ່າພາກສ່ວນສວນສາທາລະ, ເພີ່ມຂຶ້ນ 110%, ກໍາລັງຍິງໃສ່ "ຖັງທັງຫມົດ."

Still, possible headwinds include inflation impact and recession fears.

“Disney’s share price seems to fall daily as fears mount on both [direct-to-consumer] and recession for Parks,” Wells Fargo analyst Steven Cahall said in a recent note.

“We think sentiment on both is overdone. While recessionary fears may prove more temporary — and we expect solid Parks results — DTC is a proper Show Me story,” he continued.

On the earnings call, Disney CEO Bob Chapek was surprisingly not asked about the company’s public battle with Florida Governor Ron DeSantis, who revoked the company’s special tax district after Disney vowed to fight the ສິດທິຜູ້ປົກຄອງໃນກົດໝາຍການສຶກສາ, or what critics have dubbed the “Don’t Say Gay” bill.

The controversial bill, which will go into effect on July 1, states, “Classroom instruction by school personnel or third parties on sexual orientation or gender identity may not occur in kindergarten through grade 3 or in a manner that is not age appropriate or developmentally appropriate for students in accordance with state standards.” Parents will be able to sue districts over violations.

Chapek initially decided not to speak publicly on the matter, opting instead to work behind the scenes in an attempt to soften the legislation. It didn’t work.

ຜູ້ບໍລິຫານ eventually reversed course following intense backlash over his belated response to the bill. He publicly denounced the act during the company’s annual shareholder meeting on March 9, in addition to directly apologizing to employees in a company memo.

Chapek, whose contract expires on February 28, 2023, has dealt with a fair amount of controversy during his tenure. In addition to the DeSantis drama and “Don’t Say Gay” fallout, the executive came under further scrutiny ປະຕິບັດຕາມ a now-settled breach-of-contract lawsuit with “Black Widow” actress Scarlett Johansson last summer.

Disney has a market cap of just over $190 billion. Its shares, which hit a 52-week low of $104.79 earlier on Wednesday, have fallen more than 30% year-to-date.

Alexandra ເປັນຜູ້ລາຍງານຄວາມບັນເທີງ ແລະອາຫານອາວຸໂສຢູ່ Yahoo Finance. ຕິດຕາມນາງໃນ Twitter @ alliecanal8193 ຫຼືສົ່ງອີເມວໄປທີ່ [email protected]

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