Disney to Report Q3 Earnings Aug 5; Market Awaits Guidance영어 원문
First full quarter under CEO beats; Toy Story 5 drives results, streaming profit doubles
첫날 +0.0% · 5일 후 +9.1%
›전개 과정 5회
2026-07-31Multiple outlets flag earnings date, dividend yield, valuation, and key metrics
2026-08-02Spider-Man: Brand New Day sets $168M opening-day record, a positive box-office data point ahead of earnings
2026-08-03Spider-Man: Brand New Day grossed $355M domestic and $572M international, year's biggest opening, boosting content momentum before Aug 5 earnings
2026-08-03Multiple sources confirm Aug 5 date; Zacks consensus est. revenue $25.48B; guidance in focus
2026-08-05First full quarter under CEO beats; Toy Story 5 drives results, streaming profit doubles
실적
실적 발표
첫날 +3.6% · 5일 후 +1.4%
8-K 공시
8-K: 실적 공시
첫날 +3.6% · 5일 후 +1.4%
기업호재
Disney and TikTok strike short-form video content deal영어 원문
TikTok creators can use Disney characters and scenes, first such pact
첫날 +3.6% · 5일 후 +1.4%
›전개 과정 2회
2026-08-05First pact allowing TikTok creators to use Disney characters/scenes in short videos
2026-08-05TikTok creators can use Disney characters and scenes, first such pact
M&A·자금조달호재
Institutions Boost Disney Stakes in Q1영어 원문
13F filing shows institutional position change, extending prior holding moves
첫날 -0.3% · 5일 후 +2.7%
›전개 과정 2회
2026-07-22Allspring raises 53.8%, Arvest 869.6%, per 13F filings
2026-07-3113F filing shows institutional position change, extending prior holding moves
규제악재
ABC Says Trump Admin Retaliating Over Coverage in Early License Review영어 원문
ABC filing alleges retaliation, warning to all media companies
첫날 -2.4% · 5일 후 +8.9%
제품
Disney to Drop Microsoft GitHub Copilot, Shift to OpenAI Codex영어 원문
Multiple outlets confirm Disney plans to replace Copilot with Codex for US staff in August due to low usage
첫날 -2.4% · 5일 후 +8.9%
기업악재
Disney Cuts Several Hundred Jobs Across ESPN, TV, and Film Units영어 원문
Multiple outlets confirm cuts across Pixar, ESPN, marking third round this year
첫날 -0.3% · 5일 후 +2.7%
›전개 과정 2회
2026-07-22ESPN layoffs tied to NFL Network takeover; studio cuts mostly at Pixar, per multiple independent reports.
2026-07-22Multiple outlets confirm cuts across Pixar, ESPN, marking third round this year
기업호재
Kraft Heinz Strikes Multiyear Deal with Disney for Resorts and Character Licensing영어 원문
Multiple outlets confirm the deal spans parks, cruises, streaming, and consumer products; investors await evidence of earnings impact.
첫날 -0.3% · 5일 후 +2.9%
›전개 과정 2회
2026-07-21Multiyear partnership to supply Disney resorts and use characters, part of Kraft Heinz's brand reinvigoration effort.
2026-07-21Multiple outlets confirm the deal spans parks, cruises, streaming, and consumer products; investors await evidence of earnings impact.
M&A·자금조달
Peachtree Group Originates $150M Bridge Loan for Disney Gateway Hotel Portfolio영어 원문
Bridge loan refinances four-hotel portfolio in Winter Garden, Fla., near Walt Disney World Resort.
첫날 -1.3% · 5일 후 +0.2%
애널리스트
Disney Trades at 41% Discount to S&P 500영어 원문
Multiple outlets note valuation gap; Wells Fargo sees 40% upside from pre-streaming model
첫날 +1.3% · 5일 후 -1.3%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
기업악재🔥진행 중
디즈니 TV 구조조정, 수백 명 감원 예정
신임 CEO의 효율화 작업, 부문 통합과 구조조정으로 이어져
첫날 -0.5% · 현재까지 -3.2%
›전개 과정 2회
2026-09-30 새 CEO 체제 3차 감원, 비용 절감 기조 지속 시사
2026-10-01 신임 CEO의 효율화 작업, 부문 통합과 구조조정으로 이어져
기업
전 CEO 차펙, 아이거 공개 비판…"매주 우려 제기했다"
차펙의 저서 투어가 이사회 권력 다툼의 세부 내용을 드러내며 투자자 관심을 끌고 있다
첫날 -0.2% · 현재까지 -3.7%
기업악재
디즈니 법무부, 감원 및 축소 직면
최고 법무 책임자, 법무·정무 부문이 대폭 축소될 예정이라며 어려운 선택이 닥칠 것이라고 경고
첫날 +0.6% · 현재까지 -4.3%
제품
디즈니, 디즈니+ 및 훌루 구독 가격 인상영어 원문
다수 매체가 사용자에게 통보된 새로운 가격 인상을 확인, 스트리밍 사업이 가격 인상을 통한 수익화를 지속
첫날 -0.3% · 5일 후 +1.4%
›전개 과정 3회
2026-09-23Ad-free Disney+ rises to $21.49/month, up 13%, marking sixth straight year of hikes
2026-09-24Multiple sources confirm price hikes, covering ad-free and bundle tiers
2026-09-24 다수 매체가 사용자에게 통보된 새로운 가격 인상을 확인, 스트리밍 사업이 가격 인상을 통한 수익화를 지속
기업
Disney Names Karandeep Anand as First Chief Technology Officer영어 원문
New CTO reports directly to CEO, signaling tech-focused strategy
첫날 +1.5% · 5일 후 +1.3%
이전 이벤트 25건›
기업호재
Disney CFO Reaffirms IP Investment, Streaming Margins Top 13%영어 원문
Multiple sources confirm strategic focus on IP and streaming, with margins exceeding 13%
첫날 +1.6% · 5일 후 -0.4%
기업
Disney Executives Present at Goldman Conference, Reaffirm FY Outlook영어 원문
Executive remarks at industry conference offer latest operational updates and guidance
첫날 -0.8% · 5일 후 +2.7%
M&A·자금조달
Disney's $60B Parks Investment Expands Capacity영어 원문
New attractions and cruise capacity, Experiences revenue and profit rise, but returns hinge on visitor demand
첫날 -0.2% · 5일 후 +1.3%
기업
Disney offers voluntary early retirement to longtime executives영어 원문
Targets US execs with 10+ yrs service ahead of broader involuntary cuts
첫날 +0.6% · 5일 후 -4.5%
기업
Disney launches employee stock purchase plan, changes health insurance영어 원문
Company offers stock purchase to staff while adjusting benefits, after cutting equity comp for some tech roles in April
첫날 +0.4% · 5일 후 +0.3%
규제악재
Disney sues FCC over alleged political retaliation영어 원문
ABC broadcast licenses at risk; company fights free speech assault
첫날 +2.9% · 5일 후 +2.5%
기업
Disney unveils $60B theme park investment plan영어 원문
New CEO pushes integration, focuses on core fans
첫날 +0.4% · 5일 후 +7.0%
기업
Disney CEO Says He's 'Feeling Pretty Good' on Position, Reiterates No ESPN Spinoff영어 원문
CEO pushes back on investor calls to separate ESPN, citing clarity and delivery on commitments
첫날 +2.0% · 5일 후 +0.9%
기업
Disney Strikes Global Streaming Deal with Formula E영어 원문
Disney+ and ESPN to broadcast Formula E across 144 countries from 2026-27 season, expanding sports content portfolio
첫날 -0.3% · 5일 후 +3.6%
실적호재
Disney's Q3 Beat Results and Plans Massive Buyback영어 원문
Post-earnings reports highlight growth and Asian softness; management plans at least $9B buybacks this fiscal year
첫날 +2.9% · 5일 후 +0.1%
›전개 과정 2회
2026-08-06Q3 revenue $25.2B and EPS $2.06 beat; management reaffirms FY guidance and raises buybacks to at least $9B.
2026-08-10Post-earnings reports highlight growth and Asian softness; management plans at least $9B buybacks this fiscal year
제품
Disney's Video Podcast Deal with iHeartMedia Confirmed by Multiple Sources영어 원문
Six podcasts included, first title launches Aug 14, expanding streaming library
첫날 -1.6% · 5일 후 +0.3%
›전개 과정 3회
2026-08-10Disney+ and Hulu strike deal with iHeartMedia for six podcasts, starting with 'Hey Jonas!' on Aug 14
2026-08-10Reuters and company release confirm deal; first show launches Aug 14
2026-08-10Six podcasts included, first title launches Aug 14, expanding streaming library
기업호재
Disney World Halloween Party Tickets Sell Out, Parks Demand Strong영어 원문
Early Halloween event with multiple sellouts signals robust theme park demand
첫날 -1.6% · 5일 후 +0.3%
제품호재
Disney+ Partners with TikTok for Fan Short Videos영어 원문
On Aug 5, fan-made short videos using Disney characters will appear inside Disney+, aiming to boost daily engagement.
Disney to Report Q3 Earnings Aug 5; Market Awaits Guidance영어 원문
First full quarter under CEO beats; Toy Story 5 drives results, streaming profit doubles
첫날 +0.0% · 5일 후 +9.1%
›전개 과정 5회
2026-07-31Multiple outlets flag earnings date, dividend yield, valuation, and key metrics
2026-08-02Spider-Man: Brand New Day sets $168M opening-day record, a positive box-office data point ahead of earnings
2026-08-03Spider-Man: Brand New Day grossed $355M domestic and $572M international, year's biggest opening, boosting content momentum before Aug 5 earnings
2026-08-03Multiple sources confirm Aug 5 date; Zacks consensus est. revenue $25.48B; guidance in focus
2026-08-05First full quarter under CEO beats; Toy Story 5 drives results, streaming profit doubles
실적
실적 발표
첫날 +3.6% · 5일 후 +1.4%
8-K 공시
8-K: 실적 공시
첫날 +3.6% · 5일 후 +1.4%
기업호재
Disney and TikTok strike short-form video content deal영어 원문
TikTok creators can use Disney characters and scenes, first such pact
첫날 +3.6% · 5일 후 +1.4%
›전개 과정 2회
2026-08-05First pact allowing TikTok creators to use Disney characters/scenes in short videos
2026-08-05TikTok creators can use Disney characters and scenes, first such pact
M&A·자금조달호재
Institutions Boost Disney Stakes in Q1영어 원문
13F filing shows institutional position change, extending prior holding moves
첫날 -0.3% · 5일 후 +2.7%
›전개 과정 2회
2026-07-22Allspring raises 53.8%, Arvest 869.6%, per 13F filings
2026-07-3113F filing shows institutional position change, extending prior holding moves
규제악재
ABC Says Trump Admin Retaliating Over Coverage in Early License Review영어 원문
ABC filing alleges retaliation, warning to all media companies
첫날 -2.4% · 5일 후 +8.9%
제품
Disney to Drop Microsoft GitHub Copilot, Shift to OpenAI Codex영어 원문
Multiple outlets confirm Disney plans to replace Copilot with Codex for US staff in August due to low usage
첫날 -2.4% · 5일 후 +8.9%
기업악재
Disney Cuts Several Hundred Jobs Across ESPN, TV, and Film Units영어 원문
Multiple outlets confirm cuts across Pixar, ESPN, marking third round this year
첫날 -0.3% · 5일 후 +2.7%
›전개 과정 2회
2026-07-22ESPN layoffs tied to NFL Network takeover; studio cuts mostly at Pixar, per multiple independent reports.
2026-07-22Multiple outlets confirm cuts across Pixar, ESPN, marking third round this year
기업호재
Kraft Heinz Strikes Multiyear Deal with Disney for Resorts and Character Licensing영어 원문
Multiple outlets confirm the deal spans parks, cruises, streaming, and consumer products; investors await evidence of earnings impact.
첫날 -0.3% · 5일 후 +2.9%
›전개 과정 2회
2026-07-21Multiyear partnership to supply Disney resorts and use characters, part of Kraft Heinz's brand reinvigoration effort.
2026-07-21Multiple outlets confirm the deal spans parks, cruises, streaming, and consumer products; investors await evidence of earnings impact.
M&A·자금조달
Peachtree Group Originates $150M Bridge Loan for Disney Gateway Hotel Portfolio영어 원문
Bridge loan refinances four-hotel portfolio in Winter Garden, Fla., near Walt Disney World Resort.
첫날 -1.3% · 5일 후 +0.2%
애널리스트
Disney Trades at 41% Discount to S&P 500영어 원문
Multiple outlets note valuation gap; Wells Fargo sees 40% upside from pre-streaming model
