Thenga iDisney - Inkampani ye-Ultimate Global Diversified Entertainment

Isevisi yokuhweba ngamakhophi. I-Algo yethu ivula futhi ivale ngokuzenzakalelayo ukuhweba.

I-L2T Algo inikeza amasiginali anenzuzo enkulu anengozi encane.

24/7 ukuhweba nge-cryptocurrency. Ngenkathi ulele, siyahweba.

Ukusethwa kwemizuzu eyi-10 okunezinzuzo ezinkulu. Imanuwali inikezwe ngokuthenga.

79% Izinga lempumelelo. Imiphumela yethu izokujabulisa.

Ukuhwebelana okungafika kuma-70 ngenyanga. Kunamapheya angaphezu kwama-5 atholakalayo.

Okubhaliselwe kwanyanga zonke kuqala ku-£58.

Okuthile kwe-L2T

ITHELELELI

IZIPHUMA

IDisney (DIS) kudala yaziqinisa ezingqondweni zabathengi nabatshalizimali njengenkanyezi yomhlaba wezokungcebeleka. Uhlobo lwayo luyefana nokuzijabulisa, yize ekuqaleni lwaluhlobo olugxile ezinganeni kuphela.

Namuhla kuyinhlangano yezokuzijabulisa enezici ezahlukahlukene ehlala endaweni ethile phakathi kwesitoko semidiya nesitoko se-tech, nayo yonke imiphumela yokulinganisa okuphakamayo.

Futhi kuyisitoko esasibukeka sithandiwe kungaba ngomunye wabahlulwa yilolu bhubhane, kepha empeleni selulame kahle. Kakhulu empeleni ukuthi usesimweni esihle kakhulu sokuba ngomunye wabanqobi abakhulu ezimpini zokusakaza futhi lokho kukodwa kwenza kube nesizathu esanele sokuthengela abatshalizimali besikhathi eside.

Ukube ubuthengile isitokwe seDisney evikini lokugcina likaMashi 2020 ($ 85), utshalomali lwakho belungaba ngaphezu kwenani eliphindwe kabili. Amasheya okwamanje athengiswa ku- $ 183.

Ngokwengeziwe, inkampani inenzuzo eyodwa enkulu kunabaqhudelana bayo ngokuma kwamapaki wayo wezindikimba nezindawo zokungcebeleka ezisezweni lonke, futhi lapho ukuvakashelwa kuhlala phezulu ohlwini lwezifiso ezinganeni eziningi, ingasaphathwa eyabantu abadala.

Ukushaya iNetflix emdlalweni wayo

Ngakho-ke ake sifike ezinombolweni nombuzo wokuthi ungayazisa kanjani iDisney.

Imali etholwe ngabakwaDisney ibingcono kunalokho obekulindelwe ngekota yokuqala kanti imali ebime kuma- $ 17 billion ezinyangeni ezintathu eziphela ngomhla ka-3 Julayi, uma kuqhathaniswa ne- $ 11.9 billion ngesikhathi esifanayo ngonyaka odlule, ngenxa yokwenyuka okungama-45%.

Inzuzo yokusebenza yayingu- $ 1.44 billion uma kuqhathaniswa ne- $ 1.03 billion esigabeni sokuqala. nokubuyela emuva okukhulu ku-Q2 2020, lapho inkampani yenze ukulahleka okungaphezulu kwama- $ 4 billion. Imali engenayo ye-Q2 yayingu- $ 918 million, yize inzuzo ehlanjululwe ngesabelo ngasinye yayingu- $ 0.471 uma kuqhathaniswa ne- $ 0.739 kwikota yokuqala.

Isevisi yayo yokusakaza yeDisney + ihlanganise ababhalisile abayizigidi eziyi-116, ishaya okulindelwe ngumhlaziyi kwezigidi eziyi-114.5. INetflix isesigidini esingu-200, kepha ukukhula kuhamba kancane ngenkathi iDisney + ikhula njengoba ama-Star Wars nama-Marvel franchise abo edonsela ababhalisile abasha, besizwa intengo yayo ephansi.

Imikhawulo ye-Covid-19 iyasuswa eYurophu naseMelika, yize ukusabalala kokuhlukahluka kweDelta kanye nokwehla ekuthathweni kwemithi e-US kusalokhu kuyinkinga - kunezimpawu zokuthi lokhu sekuqala ukuba nomthelela emsebenzini wezomnotho.

Noma kunjalo, ukuvulwa kabusha kwamapaki nezindikimba zokungcebeleka kuzokwengeza kakhulu emalini engenayo, uma kubhekwa imingcele enonile leyo myalo wamabhizinisi anenzuzo.

Kukhona nezinzuzo ezingaphatheki ezigeleza zivela kule misebenzi ebheke kumakhasimende ekunikezeni uhlobo oluthile lwe-halo lomphumela womusa wabathengi othuthukisa inani lalo lomkhiqizo futhi lisebenze njengento enamathelayo ngokuzibandakanya nanjengophaneli weminye imikhiqizo nezinsizakalo.

Ayikho enye imidiya noma inkampani yezobuchwepheshe enalezo zinzuzo. Akufanele ithathwe kancane. Abaningi kwezobuchwepheshe bayihleka i-Apple ngenkathi iqala ukuvula izitini nezitolo zodaka kepha basebenze njengamanxusa emikhiqizo futhi bekhombisa nensizakalo njengezitolo, futhi banikela ngengubo yokulala kubathengi abaziyo ukuthi bangahlala babhukha ku-Bar genius lungisa izinto.

Uma ngabe iDisney ibilinganiselwa kuma-p / e multiples afanayo ne-Netflix noma i-Amazon “ukwanda okungama-30 kuya ku-50% kunani lamasheya” uMichael Wolf, umphathi omkhulu nomsunguli we-Activate.

AbakwaDisney bahweba ngama-ap / e angama-37 aqhathanisa kahle namaNetflix angama-47 nama-Amazon angama-55, kuyilapho izimbangi zayo zesitudiyo ezifana ne-Universal zikuphindaphindiwe (10.8), mhlawumbe ngoba kushibhile ngesizathu.

Ama-Theme Parks ayigugu emqheleni weDisney

Kepha kunokunye okuningi kuDisney kunokusakaza nje. Izimpahla zayo zifaka phakathi ukukhiqizwa kwama-movie, umzila wokuhamba ngezikebhe, ukushicilela kanye namapaki wengqikimba asevele sishilo.

Ngokungafani neNetflix, amabhizinisi ahlukahlukene akwaDisney asho ukuthi awanawo wonke amaqanda awo kubhasikidi owodwa ngendlela enza ngayo iNetflix.

Ukusho lokho, ngokuya ngebhizinisi layo lesitudiyo sama-movie, iDisney sehle kancane esabelweni sehhovisi lamabhokisi e-US 2020 (endaweni yesithathu ku-19.7%). Akuseyona isidlali esikhulu kunazo zonke, esincintisana no-Sony kunombolo. 1 ku, 22% share, Universal kunombolo. 2 nge-21.7%, iWarner Brothers no. 4 ku-11.6%) neParamount engu-no.5 nge-8.2% ye-box office yase-US.

Owayengumphathi omkhulu uBob Iger wasebenzisa imali eningi ekuthengiseni izinto okwenze ukuthi inkampani ithenge izimpahla kuFox, ithole uLucas Films, uPstrong noMarvel, kanti lokhu kwaba yisiphakamiso esihle kakhulu.

AbakwaDisney bagqama esixukwini njengoba ukuqiniswa komkhakha kushesha

Umsebenzi wokutholwa kukaDisney ukhombisa ukuhlanganiswa okubanzi okwenzeka esikhaleni semidiya, okuqhutshwa kancane umthelela wezinsizakalo zokusakaza kepha futhi nezinguquko kwezobuchwepheshe ezedlula lokho, ngokwesibonelo, kuholele ekwehleni kwekhebula nokwanda kwe-TV exhunyiwe, I-Chromecast, iRoku ne-Amazon Fire.

Kodwa-ke, kude nokuthi ubuchwepheshe buyisitha sezinkampani zemidiya, empeleni kuholele ekukhuleni kwemali engenayo kanye nenzuzo isiyonke.

Kepha mhlawumbe usongo olunzima kakhulu emabhizinisini ezinkampani ezinjengeDisney luvela kwaBig Tech ngendlela yeAmazon, Google, Facebook neApple.

Bese kuthi kube nokwakhiwa kabusha kweDiscovery nempumelelo yayo ngeDiscovery + neWarner ngeHBO Max, ingasaphathwa eyokuhlangana okungaba khona phakathi kweViacom-CBS neComcast neAmazon okuthola i-MGM ngo- $ 8.5 billion.

Okuqukethwe yinkosi futhi iDisney inokuningi

Kodwa-ke, uma kunokungaguquguquki okukodwa kukho konke ukuhlangana nokutholwa (i-M & A) frenzy kungukuthi okuqukethwe kuyinkosi.

IDisney inomtapo wolwazi wokuqukethwe ongayifela ngakho-ke i-Amazon nayo iyoba sezingeni elithile ngemuva kokuthi isivumelwano sayo seMGM sidlule.

I-Apple isebenzisa imali encane ekwenzeni okuqukethwe koqobo kwe-Apple TV +, kepha i-Apple lokho kudla kwezinkukhu. Noma kunjalo, izindleko ezinkulu zokuncintisana kule ndawo kungukushayela okubalulekile kwe-M & A futhi ukuhlanganiswa kungabona amafemu amaningi weBig Tech engena ngaphakathi ukuze athenge inkampani yezindaba noma ezimbili.

Kepha ngaphandle kwawo wonke lowo msindo, iDisney enelabhulali yayo ebanzi, ama-franchise wokuqukethwe athandwayo namapaki wezindikimba anenzuzo enkulu nezindawo zokungcebeleka kanye nemifudlana yemali engenayo yokuthengisa nokuhweba, ibukeka ngokufana nokubheja okuhle kakhulu kwezimbuyiselo eziseduze kakhulu embonini yezokuzijabulisa, njengoba kanye nokuba utshalomali lwesikhathi eside kumele ube nakho.

Ungathenga iDisney nge-0% ikhomishini epulatifomu lotshalo-mali lomhlaba wonke i-eToro.