May 9th, 2025
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๋์ฆ๋๋ 2๋ถ๊ธฐ์ ํ๊ตญ ํ ๋งํํฌ๊ฐ ์ ๋๊ณ ์คํธ๋ฆฌ๋ฐ ์๋น์ค ๊ฐ์ ์๊ฐ 100๋ง ๋ช ๋๊ฒ ๋์ด์ ์ข์ ์ด์ต๊ณผ ์์ต์ ์ป์์ต๋๋ค.
ํ์ฌ๋ ์ฌํด ์ด์ต์ด ๋ ๋ง์ ๊ฒ์ด๋ผ๊ณ ๋งํ๊ณ , ๊ทธ๋์ ์์์ผ์ ์ฃผ๊ฐ๊ฐ 11% ์ฌ๋์ต๋๋ค.
๋์ฆ๋๋ ์๋ถ๋ค๋น์ ์๋ก์ด ํ ๋งํํฌ๋ฅผ ๊ฑด์คํ ๊ณํ์ ๋ฐํํ์ต๋๋ค.
3์ 30์ผ์ ๋๋ 3๊ฐ์ ๋์, ๋์ฆ๋๋ 32์ต 8์ฒ๋ง ๋ฌ๋ฌ๋ฅผ ๋ฒ์์ต๋๋ค. ์ด๊ฒ์ ์ฃผ์ ํ๋๋น 1.81๋ฌ๋ฌ์ ๋๋ค. ์บ๋ฆฌํฌ๋์ ๋ฒ๋ฑ ํฌ์ ์๋ ์ด ํ์ฌ๋ ์๋ ์ 2์ฒ๋ง ๋ฌ๋ฌ๋ฅผ ์์์ต๋๋ค. ์ด๊ฒ์ ์ฃผ์ ํ๋๋น 1์ผํธ์ ๋๋ค.
์ผํ์ฑ ๋น์ฉ์ด๋ ํํ์ ๋บ ์ด์ต์ ์ฃผ๋น 1.45๋ฌ๋ฌ์์ต๋๋ค. ์ด๊ฒ์ ์์คํธ๋ฆฌํธ๊ฐ ์์ํ ์ฃผ๋น 1.18๋ฌ๋ฌ๋ณด๋ค ํจ์ฌ ๋์ ๊ธ์ก์ ๋๋ค. ์ด ์ ๋ณด๋ Zacks Investment Research์ ์กฐ์ฌ์์ ๋์์ต๋๋ค.
๋งค์ถ์ด 7% ์ฌ๋ผ์ 236์ต 2์ฒ๋ง ๋ฌ๋ฌ๊ฐ ๋์๊ณ , ์์๋ณด๋ค ๋ ์ข์์ต๋๋ค.
์ํ ์คํ๋์ค์ ์คํธ๋ฆฌ๋ฐ ์๋น์ค์ ์์ต์ 9% ๋์์ต๋๋ค. ๊ทธ๋ฆฌ๊ณ ๊ณต์์ ํฌํจํ ์ฌ์ ๋ถ์ ์์ต์ 6% ์ฆ๊ฐํ์ต๋๋ค.
Currently, the hit films "Moana 2" and "Mufasa: The Lion King" are popular. The new movie "Thunderbolts" is number one at the box office right now. CEO Bob Iger and CFO Hugh Johnston expressed confidence in their movie list for this year, including "Lilo & Stitch," "Fantastic Four: First Steps," and "Avatar: Fire and Ash."
However, Disney is facing potential problems due to the trade disagreements started by President Donald Trump.
Disney's streaming services, like Disney+ and Hulu, are growing and making more money.
๋์ฆ๋+๋ ๋ฏธ๊ตญ๊ณผ ์บ๋๋ค์์ ์ ๋ฃ ๊ตฌ๋ ์๊ฐ 2% ๋์๊ณ , ๋ค๋ฅธ ๋๋ผ์์๋ 1% ๋์์ต๋๋ค.
์ด ์ ๋ฃ ๊ฐ์ ์๋ 1๋ถ๊ธฐ์ 1์ต 2,460๋ง ๋ช ์ด์๋๋ฐ, 2๋ถ๊ธฐ์๋ 1์ต 2,600๋ง ๋ช ์ผ๋ก 1% ๋์์ต๋๋ค. ์ํธ ๋์ฆ๋ ์ปดํผ๋๋ ์๋ 2๋ถ๊ธฐ์ ๋์ฆ๋+ ๊ฐ์ ์ ์๊ฐ 1๋ถ๊ธฐ๋ณด๋ค ์กฐ๊ธ ์ค์ด๋ค ๊ฒ์ผ๋ก ์๊ฐํ์ง๋ง, ์ค์ ๋ก๋ ์กฐ๊ธ ๋์ด๋ ๊ฒ์ ๋๋ค.
Disney+ and Hulu added 2.5 million subscribers in the first quarter. Now they have 180.7 million subscribers in total.
Mike Proulx, a researcher at Forrester, said in an email that Disney had a better quarter than they expected because they had a good mix of content. He also said that their streaming business is making more money. Proulx added that Disney is investing in local content in other countries. He thinks this might mean they want to compete directly with Netflix, which is known for its strong international shows.
Disney gets two benefits from successful movies because these movies also become shows for their growing streaming service.
์์ด๊ฑฐ์ ์กด์คํด์ '๋ชจ์๋ 2'๊ฐ 3์ 12์ผ์ ๋์ฆ๋+์์ ๋์จ ํ 1์ต 3900๋ง ์๊ฐ ๋๊ฒ ์์ฒญ๋์๋ค๊ณ ๋งํ์ต๋๋ค. ์ด๊ฒ์ ๋์ฆ๋ ์ ๋๋ฉ์ด์ ์คํ๋์ค์ '์์นธํ ' ์ดํ ๋์ฆ๋+์์ ๊ฐ์ฅ ๋ง์ด ์์ฒญ๋ ์ ์ํ์ ๋๋ค. ์ฒซ ๋ฒ์งธ '๋ชจ์๋' ์ํ๋ 14์ต ์๊ฐ ๋๊ฒ ์์ฒญ๋์ด ๋์ฆ๋+์์ ์ฌ์ ํ ๊ฐ์ฅ ๋ง์ด ๋ณธ ์ํ์ ๋๋ค.
๋์ฆ๋์ Experiences ์ฌ์ ๋ถ๋ 6๊ฐ์ ํ ๋งํํฌ, ํฌ๋ฃจ์ฆ, ์ํ, ๋น๋์ค ๊ฒ์ ์ฌ์ ์ ํฉ๋๋ค. ์ด ์ฌ์ ๋ถ์ ์ด์ต์ 9% ๋์ด์ 25์ต ๋ฌ๋ฌ๊ฐ ๋์์ต๋๋ค. ๋ฏธ๊ตญ ํ ๋งํํฌ์ ์ด์ต์ 13% ๋์์ง๋ง, ์ํ์ด์ ํ์ฝฉ ํ ๋งํํฌ์ ์ํฉ์ด ์ข์ง ์์ ๋ค๋ฅธ ๋๋ผ ํ ๋งํํฌ์ Experiences ์ฌ์ ๋ถ์ ์ด์ต์ 23% ์ค์์ต๋๋ค.
๋์ฆ๋๋ ์ฌ๋ฌ ์ฌ์ ์ ์ ์ด์ํ๋ ๋ฐฉ๋ฒ์ ๊ณ์ ์ฐพ๊ณ ์์ผ๋ฉฐ, ๋์์ ์ง๋ 20๋ ๊ฐ ๋์ฆ๋๋ฅผ ๋ํํ๋ ์์ด๊ฑฐ์ ํ์์๋ ์ฐพ๊ณ ์์ต๋๋ค.
๋์ฆ๋๋ 2023๋ ์ ๋ค์ ๋ฆฌ๋๋ฅผ ์ ํ๋ ํ์ ๋ง๋ค์์ต๋๋ค. ๊ทธ๋ฆฌ๊ณ ์๋ ์ ๋ชจ๊ฑด ์คํ ๋ฆฌ ํ์ฅ์ธ ์ ์์ค ๊ณ ๋จผ์ ๋ฐ๋ ค์จ ํ์ ํ๊ณ์๋ฅผ ๋ณธ๊ฒฉ์ ์ผ๋ก ์ฐพ๊ธฐ ์์ํ์ต๋๋ค.
Disney can now take their time to find a new leader because they extended Bob Iger's contract to be in charge until the end of 2026.
๋์ฆ๋๋ ๋ค์ ์ฌ์ฅ์ ํ์ฌ ์ํ์์ ์ฐพ๊ณ ์์ต๋๋ค. ํ์ฌ ์์์๋ ESPN ํ์ฅ ์ง๋ฏธ ํผํ๋ก, ๋์ฆ๋ ํํฌ ํ์ฅ ์กฐ์ฌ ๋ค๋ง๋ก, ๊ทธ๋ฆฌ๊ณ ๋์ฆ๋ ์ํฐํ ์ธ๋จผํธ์ ์๋ ๋ฒ๊ทธ๋ง๊ณผ ๋ค๋ ์๋ ์ด ๋ค์ ์ฌ์ฅ์ด ๋ ์ ์๋ค๊ณ ํฉ๋๋ค.
Disney thinks their yearly profit will be higher than what experts expected. They also thought their profit per share would grow well next year.
May 9th, 2025
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