IWall Street iyayithanda iDisney +, kodwa kuya kwenzeka ntoni wakuba ubhubhane ugqityiwe?I-Avishek Das / imifanekiso ye-SOPA / i-LightRocket nge-Getty Izithombe NgoLwesine, iNkampani yeWalt Disney ixele umvuzo wayo weQ1. Nangona singenakuqinisekisa ngeli xesha, kunokwenzeka ukuba i-champagne yavela kwikomkhulu kuba kungabikho nokulahleka kwezigidigidi zeedola kubonakala ngathi kuyayicothisa le nkampani.
Iziqendu zeepaki zikaDisney, ezivelisa phantse iipesenti ezingama-40 zengeniso yenkampani yonyaka, ilahlekile i-2.6 yezigidigidi zeedola kwimali yokusebenza kule kota iphelileyo. Eli candelo labona ukwehla kwipesenti ezingama-53%. Kuninzi. Iinqanawa zokuhamba ngenqanawa zihlala kwizibuko ngelixa iipaki zemidlalo kunye neqonga zivaliwe ubukhulu becala.
Oku kubonisa ngokucacileyo ukuba izithintelo ze-COVID zithatha umrhumo omkhulu kwiiasethi zayo zokuzonwabisa, kubandakanya iipaki kunye neqonga lemidlalo bhanyabhanya. Ukuba le meko iyaqhubeka kuya kuba nzima kakhulu kwinkampani ukuba ibuyele kwinzuzo, uHaris Anwar, umhlalutyi omkhulu e Investing.com , uxelele uMqwalaseli.
Ngaphandle kwezinto ezingalunganga, isitokhwe sikaDisney sanyuka nge-3% emva kokurhweba iiyure izolo. Ixabiso lezabelo lenkampani liphuculwe ngama-25% kunyaka ophelileyo.Ngoba? Kungenxa yokuba iWall Street ayisakhathali malunga nezinto ezigwenxa kubuGcisa bobuGcisa ngaphandle kwexesha elide lokuhla kwemali engenayo ngenxa yobhubhane we-COVID-19. Yonke iWall Street iyikhathalele yiDisney + kwaye ngaphambili, iMouse House ayinakumiswa.
Ukusukela nge-2 kaJanuwari, iDisney + yayiqokelele phantse ababhalisile abangama-95 ezigidi. Phakathi kwe-Q4 kunye ne-Q1, inkonzo yokusasaza yongeze abathengi abatsha abahlawulayo abangama-21.2. Ukuthelekisa, iNetflix yongeze iinyanga ezili-12 zokurekhodwa kwezigidi ezingama-37 ngonyaka ka-2020. Oku kuyamangalisa, kodwa kusenokwenzeka ukuba akunakulondolozeka, ukukhula kweDisney + okunika amandla isitokhwe esifanelekileyo seDisney phakathi konyaka oyintlekele kwenye indawo. Sonke isichotho UMandalorian , Umphefumlo kwaye Umbono weWandaVision . Ukuba iDisney + ayizange imiselwe kungekudala ngaphambi kokuba ubhubhane uqale, yonke inkampani ibinokuba semngciphekweni omkhulu kwezemali.
Olunye ulwazi lwedisney: I-Disney + yabona ukunyusa ukubhaliswa malunga neMandalorian S2 kunye noMoya. Imfuno ye-Hulu yayiqhutywa ikakhulu sisivumelwano sayo sangoLwesihlanu oMnyama-iipesenti ezingama-81 zokutyikitywa kukaNovemba zikhethe isicwangciso esixhaswa ziintengiso
Ngaphezulu, incl. Uhlalutyo lomqulu / ukugcinwa, qhagamshelana brendan@antenna.live pic.twitter.com/7D8DYf9PNj
-I-ANTENNA (@AntennaData) NgoFebruwari 11, 2021
Njengokuba imithombo yeendaba kunye nokuzonwabisa ibone ukuhla kwengeniso kwe-5%, ingeniso kwiinkonzo zayo zokusasaza inyuke nge-73% kwi-258% yokunyuka kwababhalisile be-Disney, i-83% yeqa ababhalisile be-ESPN, kunye ne-30% inyuka eHulu. Ishishini elithe ngqo labathengi likaDisney liyakhula (nangona kunjalo lingenanzuzo).
Ingeniso eya phambili kufuneka inyuse kakhulu ngo-Matshi xa iDisney + inyusa umrhumo wenyanga nge-1 e-US nase-2 euro eYurophu, u-Anthony Denier, i-CEO ye Webull , iqonga lokuthengisa ngaphandle kwekhomishini, uxelele uMbonisi. Ngokusasazwa kulindeleke ukuba kukhule, iipaki kulindeleke ukuba zivule ngasekupheleni konyaka, kunye neenombolo ezibuthathaka ukubetha ukusuka kwi-2020, isitokhwe sikhangeleka ngathi silungele ukubaleka okuhle kulo nyaka.
Kodwa rhoqo xa into ijongeka intle kakhulu ukuba ingayinyani-njengokuxabisa kwenkampani yakho ukutsiba ukuya kwiindawo eziphakamileyo nanjengoko kuphulukana namashumi ezigidi zeedola kwithuba leenyanga ezili-12-esinye isihlangu silinde nje ukuhla. KwiDisney, ukubuyela kwimeko yesiqhelo kunokuza ngexabiso lokusasaza kwayo ihashe legolide. Nangona iWall Street isenokuqaqanjelwa yiDisney +, inkampani kufuneka ijike inzuzo kungekudala kwimpilo yayo yexesha elide (khumbula, icima imisebenzi engama-32,000 ngoMatshi). Njengokuba iithiyetha zemiboniso bhanyabhanya zibuya, iipaki zemixholo zivulekile kwaye iinqanawa zokuhamba ngenqanawa ziqala ukuhamba ngolwandle ezisixhenxe, ingeniso yeDisney inokuzinza kodwa ukukhula kwayo okusasazekayo kunokwenzeka ukubetha eludongeni.
Ndicinga ukuba nje ukuba iipaki zivuleke kwakhona, ingeniso iya kuqala ukunyuka, Jake Wujastyk, ilungu elisekayo kunye nomhlalutyi oyintloko wentengiso Umkhwa weSigcawu , uxelele uMqwalaseli. Nangona kunjalo, ngonyuso lwengeniso kwiipaki ezivulekileyo, ezinokucothisa ukukhula kwicala le-Disney + njengoko abantu beqala ukuhlala ekhaya kancinci kwaye babuyele eluntwini.
Kukwakho nomcimbi weDisney + engathandekiyo yengeniso yomndilili ngomsebenzisi ngamnye, eqhubeka kwicala elingalunganga nangona izuze kakhulu.
Ngelixa WONKE UMNTU egxile kukuzuza kwababhalisi beDisney + ngaphezulu kokulindelweyo (besinezigidi ezingama-92), kubalulekile ukuba uqaphele ukuba i-ARPU yehle kakhulu $ IDIS
I-FYQ1 2021 (Dec): $ 4.03 (phantsi ngama-28%)
I-FYQ4 2020 (Septemba): $ 4.52
I-FYQ3 2020 (kaJuni): $ 4.62
I-FYQ2 2020 (Mar): $ 5.63
I-FYQ1 2020 (Dec): $ 5.56-I-Greenfield eKhanyayo, iLightShed (@RichLightShed) NgoFebruwari 11, 2021
UWujastyk uphawula ukuba, njengokusasazwa kwevidiyo kwiinkonzo zebango, ibango laqhuma ngexesha lobhubhane kuye wonke umntu othintelwe ukuvalelwa ekhaya. Ngelixa ibango laliphezulu ngaphambi kokuba i-coronavirus ifike, iDisney + akunakulindeleka ukuba iphinde into engazange ibonwe ngonyaka we-2020 kulo nyaka.
Njengayo nayiphi na inkampani, iDisney ingaqala ukwanda kwimali yentengiso ngokusekwe kuqikelelo lwengeniso lwangoku nolwexesha elizayo, utshilo uWujastyk.
Impumelelo yeDisney + ivumele iNkampani yeWalt Disney ukuba iguqule ngokungummangaliso inzuzo eyi- $ 17 yezigidi, ngaphandle kwelahleko enkulu kwenye indawo. Ngokubanzi, iinkonzo ezintathu ze-Disney zokusasaza zine-146.4 yezigidi zababhalisi ezidibeneyo, ezishushu kwizithende ze-200 yezigidi zeNetflix. Kodwa imibuzo isala malunga nokuba ishishini labo labathengi ngqo lingasebenza ngokudibeneyo kunye neebhloko zokwakha zalo zemveli nje ukuba umhlaba uvuleke. Amandla amakhulu eDisney kulo nyaka uphelileyo akanakho ukugcina amandla ayo amakhulu nazo zonke izinto zilingana emhlabeni.
