😍 2022-05-11 22:08:00 - Paris/France.
I-Disney + igcine isantya sayo esigcweleyo njengoko umsasazi udlula ngokulula uqikelelo lokukhula kweWall Street ngekota kaMatshi ka-2022.
I-Disney's flagship streamer ifumene i-7,9 yezigidi zabathengi abahlawulayo kwiinyanga ezintathu zokuqala zika-2022 ukuya kwi-137,7 yezigidi, ukunyuka kwe-33% unyaka wonke. Abahlalutyi ngokomndilili balindele ukuba iDisney + ibhalise izigidi ezi-5,2 zababhalisile abatsha, ngokweFactSet.
Iziphumo ziyachasana nembangi ye Ukusasaza Netflix, eyabika ilahleko yababhalisi be-200 kwi Ukusasaza ngexesha elifanayo kwaye uqikelele ukuhla kwezigidi ezi-2 kwikota yesibini. Oko kukhokelele abatyali-mali ukuba boyike ukuhla kwemizi-mveliso emva kobhubhani obande kule minyaka mibini idlulileyo. Imivuzo eyomeleleyo yeDisney + iyayichitha loo mbono kwaye icebisa iMouse House ibiwa isabelo semakethi kuyo Netflix.
Ukongeza, inkampani ilindele ukuba ukongezwa kwababhalisi kwi-Disney + ibe nkulu kwisiqingatha sesibini sonyaka wayo we-2022 kunesiqingatha sokuqala, njengoko abaphathi bebetshilo ngaphambili, kodwa loo nto ayinakuba "nkulu njengoko bekulindelekile," latsho igosa eliyintloko lezemali. UChristine McCarthy. umnxeba womvuzo.
Cofa apha ukujoyina uhloboIleta yeendaba yasimahla yeStrictly Business igubungela ingeniso yemidiya, iindaba zemali nokunye.
Ngokubanzi, i-Disney yawa phantsi kolindelo lwezemali kwikota yaphela ngo-Aprili 2, oko kukuthi ikota yesibini ye-fiscal 2022. Inkampani ibike ingeniso ye-19,25 yeebhiliyoni zeedola (i-23%) kunye nengeniso ye-26 yeesenti ngesabelo kwikota. IWall Street ilindele ukuba iDisney ithumele i-20,05 yeebhiliyoni zeedola kwingeniso, ngokutsho kwedatha yeFactSet. Imivuzo ehlengahlengisiweyo ingene kwi-1,08 yeedola ngesabelo ngasinye, ngaphantsi koqikelelo lwabahlalutyi be-EPS ehlengahlengisiweyo ye-1,19 yeedola.
Ingeniso ye-Disney yekota ithathe i-1,02 yeebhiliyoni zeedola "kwimali etyalwa umthengi yokuphelisa kwangoko izivumelwano zelayisensi yomxholo wefilimu nomabonwakude" ezinikezelwe kwiminyaka engaphambili ukuze isebenzise umxholo "ngokukodwa kumthengi wethu ngokuthe ngqo. umnikelo". iinkonzo,” yatsho inkampani (ngaphandle kokuchonga umthengi). Oku kunokuba isalathiso kwisivumelwano selayisensi endala Disney kunye Netflix.
Izabelo zeDisney zawa ngaphezu kwe-2% kwintengiso yasemva kweeyure ngoLwesithathu. Phakathi kwe-slump ebanzi ye-US yemalike yemali, isitokhwe se-Disney sivale i-2,3% kwintengiso eqhelekileyo, kwi-105,25 yeedola ngesabelo-esitsha seminyaka emibini ephantsi.
Iziphumo zekota "zibonakalise kwakhona ukuba sikwiligi eyeyabo," waqhayisa umphathi weDisney uBob Chapek kwingxelo elungiselelweyo. Wongeze wathi, "Sicinga ukuba iDisney + yenye yohlobo," kwaye isibheno kuzo "zonke iiquadrants ezine." UChapek uthe iDisney + ihleli kwindlela yokubetha abantu abazizigidi ezingama-230 ukuya kuma-260 ezigidi ngokuphela kwemali ka-2024.
Ngelixa umxholo we-Disney uqikelelo lwe-FY22 iyonke ichitha ukuya kwi-33 yeebhiliyoni zeedola, ngoku ilindele ukuba ibe malunga neebhiliyoni ezingama-32 zeedola ngenxa “yesantya esiphezulu senkcitho.” Iyacotha kunokuba bekulindelwe” kwisiqingatha sokuqala sika-2022, uMcCarthy uxelele abahlalutyi.
Inkonzo yesithathu ye Ukusasaza ukusuka Disney yafikelela 205,6 million ehlabathini lonke, ikota ukwanda net 9,2 yezigidi enkosi Disney +. Ekupheleni kwekota, oku kubandakanya i-45,6 yezigidi ze-Hulu (ukunyuka kwe-10% ngonyaka-ngonyaka) kunye ne-22,3 yezigidi ze-ESPN + (ukunyuka kwe-62% unyaka nonyaka). Ababhalisi beDisney + kwingingqi yase-US / Canada babike i-1,5 yezigidi kwikota kaMatshi 2022, ukuya kwi-44,4 yezigidi.
Icandelo leePaki, amava kunye neeMveliso zeDisney ligqithile kulindelo lwabahlalutyi kwingeniso kunye nenzuzo, ngenxa yokomelela kweshishini leepaki zelizwe ngokuvulwa kwakhona kweepaki zemixholo emva kokuvalwa kobhubhane. Ingeniso yecandelo lekota ngaphezulu kokuphindwe kabini kunyaka-enyakeni ukuya kwi-6,7 yeebhiliyoni zeedola kunye necandelo lenzuzo yokusebenza ibiyi-1,8 yeebhiliyoni zeedola, xa kuthelekiswa nelahleko yezigidi ezingama-400 zeedola kwikota yonyaka ophelileyo.
Ishishini likamabonakude elingqamene leDisney libonise ukomelela okuthile kwicala lasekhaya kwimarike ye-choppy, kodwa inkqubo ephezulu kunye neendleko zokuthengisa zilinganiswe kwiqela elihlayo leDisney lamajelo aphesheya. Ingeniso yamatsheyini ngamazwe yawa nge-3% ngonyaka-ngonyaka (ukuya kwi-1,29 yeebhiliyoni zeedola), kodwa inzuzo yokusebenza yehla nge-30%, ukuya kwi-245 yezigidi zeedola, ngenxa yokuvala imijelo kunye namazinga otshintshiselwano angathandekiyo. Amanqaku aphezulu e-ABC kunye nezikhululo zayo ze-O&O zincede ingeniso ye-National Linear TV kwikota yaphucula i-8% ukusuka kwikota engaphambili ukuya kwi-5,8 yeebhiliyoni zeedola, ngelixa inzuzo yokusebenza inyuke nge-3% ukuya kwi-2,3 yeebhiliyoni zeedola.
Ingeniso yemali yenkampani iye yachatshazelwa ziintlawulo ezininzi zexesha elinye, kubandakanya i-195 yezigidi zeedola ngenxa yokonakala "kwe-asethi engabonakaliyo" enxulumene neDisney Channel eRussia, ilahleko engeyiyo yemali yeedola ezili-158 yezigidi kutyalo-mali lukaDisney kwi-DraftKings kunye ilahleko yentlawulo yelayisenisi yomxholo we-1 yeebhiliyoni zeerandi ekuyekisweni kwangethuba.
Ukujonga phambili, iDisney + imiselwe ukwanda okukhulu kwezizwe ngezizwe kweli hlotyeni, ukuya kumazwe angama-42 ongezelelweyo kunye nemimandla eli-11 kulo lonke elaseYurophu, eNtshona Asia naseAfrika. Inqanaba lokugqibela lokukhutshwa komsinga liya kuqala ngomhla we-18 kuCanzibe eMzantsi Afrika.
Kwenye inzame yokukhuthaza ukukhula kwe Ukusasaza, I-media conglomerate iceba ukuqalisa i-ad-ad-supported version ye-Disney +, ekuqaleni e-United States ngaphambi kokuphela kwe-2022. Ngethuba lokufowuna, abaphathi be-Disney abazange babelane ngeenkcukacha ezongezelelweyo zokubhengezwa. -inqanaba elisekelwe kwiDisney +. Netflix ijonge kwikota yesine yokuqaliswa kwesicwangciso esixhaswa yi-ad.
IDisney ikwabhanka ngezihloko ezishushu ezizayo kwiDisney + ukutsala abancedisi abatsha kunye nokugcina abakhoyo, njengo “Obi-Wan Kenobi” edlala no-Ewan McGregor (ngoMeyi 27) kunye “noGqirha oNqabileyo kwiindidi ezininzi zobuhlanya” waseMarvel, ekulindeleke ukuba yiza enkonzweni ye Ukusasaza ngoJulayi. Njengoko ababukeli babuyela kwi-multiplex, "uGqirha Strange 2" urhole kwi-185 yezigidi zeedola ekhaya ngexesha lempelaveki yokuvula (ngoMeyi 6-8).
(Umfanekiso ongentla: iDisney + yokuqala ye-"Moon Knight" kunye no-Oscar Isaac)
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