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Imirhumo yenyanga iqala kwi-£58.

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I-Disney (i-DIS) kwakude kudala yaziqinisa ezingqondweni zabathengi kunye nabatyali mali njengenkwenkwezi yehlabathi lokuzonwabisa. Uphawu lwayo luyafana nokuzonwabisa, nangona ekuqaleni beluloluhlobo olujolise kubantwana kuphela.

Namhlanje liqumrhu lezolonwabo elinemiba emininzi elihleli naphi phakathi kwesitokhwe semithombo yeendaba kunye nesitokhwe sobuchwephesha, nazo zonke iimpembelelo zoqingqo-maxabiso oluphakamayo.

Ikwayisitokhwe esasikhangeleka ngathi siyathandwa inokuba sesinye sezo zilahlekileyo zobhubhane, kodwa siphinde sachacha kakuhle. Kuninzi kakhulu enyanisweni ukuba ikwindawo entle yokuba ngomnye wabaphumeleleyo kwiimfazwe zokusasaza kwaye loo nto iyodwa yenza ukuba kube nesizathu esaneleyo sokuthengela abatyali mali bexesha elide.

Ukuba uthenge isitokhwe seDisney kwiveki ephelileyo kaMatshi 2020 ($ 85), utyalomali lwakho belunokuphindeka kabini ngexabiso. Izabelo okwangoku zixabiso le- $ 183.

Ukongeza, inkampani inesibonelelo esinye esikhulu ngaphezu kwabakhuphisana nayo ngokumila kweepaki zemixholo kunye neendawo ekuchithelwa kuzo iiholide ezijikeleze umhlaba, kwaye apho utyelelo luhlala phezulu kuluhlu lweminqweno kubantwana abaninzi, singasathethi ke ngabantu abadala.

Ukubetha iNetflix kumdlalo wayo

Ke masize kumanani kunye nombuzo wokuba ungayixabisa njani iDisney.

Ingeniso yeDisney ibingcono kunokuba bekulindelwe kwikota yokuqala kwaye ingeniso ime kwi-17 yezigidigidi zeenyanga kwiinyanga ezintathu eziphela nge-3 kaJulayi, xa kuthelekiswa ne-11.9 yezigidigidi zeedola kwangelo xesha linye kunyaka ophelileyo, ukonyuka okungama-45%.

Inzuzo yokusebenza yayiyi- $ 1.44 yezigidigidi xa kuthelekiswa ne- $ 1.03 yezigidigidi kwikota yokuqala. kunye nokubuyela umva okukhulu kwi-Q2 2020, apho inkampani yenze ilahleko engaphezulu kwe- $ 4 yezigidigidi. Ingeniso ye-Q2 yayingama-918 yezigidi zeedola, nangona ingeniso ehlanjululweyo yesabelo ngasinye yayiyi- $ 0.471 xa kuthelekiswa ne- $ 0.739 kwikota yokuqala.

Inkonzo yayo yokusasaza iDisney + iqokelele ababhalisile abazizigidi ezili-116, bebetha abahlalutyiyo be-114.5 yezigidi. INetflix ikwizigidi ezingama-200, kodwa ukukhula kuyacotha ngelixa iDisney + ikhula njengoko ii-Star Wars zayo kunye neMarvel franchise itsalela ababhalisi abatsha, bencedwa lixabiso layo eliphantsi.

Izithintelo ze-Covid-19 ziyaphakanyiswa eYurophu naseMelika, nangona ukusasazeka kweDelta okwahlukileyo kunye nokwehla kokuthathwa kwamachiza e-US kuhlala kuyinkxalabo- kukho imiqondiso yokuba le nto iqala ukuba nefuthe kuqoqosho.

Nangona kunjalo, ukuvulwa ngokutsha kweepaki zemixholo kunye neendawo ekuchithelwa kuzo iiholide kuya kongeza kakhulu kwingeniso, xa unikwa amanqatha amanqatha kuloo myalelo wamashishini anenzuzo.

Kukwakho nezibonelelo ezingaphathekiyo eziphuma kwezi zinto zijongana nokujongwa kwabathengi ekunikezeleni uhlobo lwesiphumo sehalo yenkoliseko yabathengi eyonyusa ixabiso layo lophawu kwaye isebenze njengezinto ezinamathelayo malunga nokuzibandakanya kunye nefanele yezinye iimveliso kunye neenkonzo.

Ayikho enye imidiya okanye inkampani yezobuchwephesha enezinto eziluncedo. Akufanele ijongelwe phantsi. Uninzi kubuchwephesha bahleka iApple xa yayiqala ukuvula izitena kunye neevenkile zodaka kodwa basebenze njengoonozakuzaku be brand kunye nokubonakalisa inkonzo njengevenkile zentengiso, ikwabonelela ngengubo yokuxhasa abathengi abaziyo ukuba banokuhlala babhukisha kwi-Bar genius fumana izinto zilungiswe.

Ukuba iDisney yaxabiswa kwi-p / e efanayo njenge-Netflix okanye iAmazon "ukunyuka kwama-30 ukuya kuma-50% kwixabiso lesabelo" uMichael Wolf, umphathi oyintloko kunye nomsunguli wokwenza kusebenze.

I-Disney yorhwebo kwi-ap / e ye-37 ethelekiswa kakuhle ne-Netflix's 47 kunye ne-Amazon's 55, ngelixa istudiyo sayo esikhuphisana ne-Universal ikwisiphindaphindo esiphantsi (10.8), mhlawumbi ngenxa yokuba zitshiphu ngesizathu.

Iipaki zemixholo yigugu kwisithsaba seDisney

Kodwa kuninzi okuninzi kwiDisney kunokusasaza nje. Iimpahla zayo zikwabandakanya ukuveliswa kweemovie, indlela yokuhamba ngenqanawa, ukupapasha kunye neepaki zemixholo esele sizichazile.

Ngokungafaniyo neNetflix, amashishini ahlukeneyo eDisney athetha ukuba awanawo onke amaqanda kwibhasikiti enye ngendlela iNetflix eyenzayo.

Xa sele nditshilo, ukuya kuthi ga ngoku kwishishini lesinema-bhanyabhanya, iDisney iye yatyibilika kancinci kwisabelo sebhokisi ye-US 2020 (kwindawo yesithathu nge-19.7%). Ayisengoyena mdlali mkhulu, okhuphisana naye uSony hayi. I-1 kwi, iipesenti ezingama-22 isabelo, kwi-Universal kunombolo engu-no. 2 nge-21.7%, iWarner Brothers akukho. 4 kwi-11.6%) kunye neParamount engekho ku-5 nge-8.2% yeofisi yebhokisi yase-US.

Owayesakuba ngumphathi omkhulu u-Bob Iger uchithe imali eninzi ekufumaneni izinto ezithe zabona ukuba inkampani ithenga ii-asethi ku-Fox, ifumana ii-Lucas Films, i-Pstrong kunye ne-Marvel, kwaye esi sisigqibo esigqibeleleyo.

I-Disney ibonakala phakathi kwesihlwele njengoko ukudityaniswa kwamashishini kukhawuleza

Umsebenzi wokufunyanwa kweDisney ubonakalisa ukudityaniswa okubanzi okwenzeka kwindawo yemithombo yeendaba, ngokuyinxenye kuqhutywa yimpembelelo yeenkonzo zokusasaza kodwa kunye notshintsho kwezobuchwephesha ngaphaya koko, umzekelo, kukhokelele ekwehleni kwekhebula kunye nokunyuka kweTV edibeneyo. IChromecast, iRoku kunye neAmazon Fire.

Nangona kunjalo, kude netekhnoloji yokuba lutshaba lweenkampani zosasazo, kukhokelele kunyuso lwengeniso kunye neenzuzo ngokubanzi.

Kodwa mhlawumbi isoyikiso esikhulu kumashishini eenkampani ezinje ngeDisney zivela kwiBig Tech ngohlobo lweAmazon, Google, Facebook neApple.

Ke kukho uhlengahlengiso ekuFumaniseni nakwimpumelelo yalo ngokuFumanisa + kunye neWarner kunye neHBO Max, ungasathethi ke ngokudibana phakathi kweViacom-CBS kunye neComcast kunye neAmazon ezifumana i-MGM ye- $ 8.5 yezigidigidi.

Umxholo uyinkosi kwaye iDisney inezinto ezininzi

Nangona kunjalo, ukuba kukho into enye rhoqo kuyo yonke indibaniselwano kunye nokufunyanwa (M&A) frenzy kukuba umxholo ungukumkani.

I-Disney inethala leencwadi elinomxholo oza kufela kuwo kwaye kuya kuba njalo nakwiAmazon ukuya kuthi ga kwinqanaba elithile emva kokuba isivumelwano sayo seMGM sidlulile.

UApple uchitha imali encinci ekwenzeni umxholo wokuqala weApple TV +, kodwa iApple kukutya kwenkukhu. Okwangoku, ixabiso elipheleleyo lokukhuphisana kule meko ngumqhubi ophambili we-M & A kunye nokudityaniswa kunokubona ngakumbi iinkampani zeBig Tech zingena zize kuthenga inkampani yemidiya okanye ezimbini.

Kodwa ngaphandle kwayo yonke loo ngxolo, iDisney enethala leencwadi elibanzi, iifriji zomxholo ezithandwayo kunye neepaki zemixholo ezinenzuzo enkulu kunye neendawo ekuchithelwa kuzo iiholide kunye nokuthengisa okuhambelana noko kunye nemirhumo yengeniso, kujongeka ngakumbi njengokubheja okungcono kwimbuyekezo yexesha elikufutshane kushishino lokonwabisa, njenge kunye nokuba lutyalo-mali lwexesha elide kufuneka ubenalo.

Ungathenga iDisney nge-0% yekhomishini kwiqonga lotyalo-mali lwehlabathi eToro.