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DIS  // Posts tagged as "DIS"

Jan 16 2019 Services, Travel & Leisure

Cruise Bookings Will Continue to Rise in 2019, Will Outpace 2018 (CCL, RCL, NCLH)

Research Question: Will the cruise industry’s 2019 bookings be ahead of 2018’s pace? Companies: CCL/CUK, DIS, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Cruise lines are on track to see bookings growth in 2019 outpace 2018, according to 18 of 22 sources, continuing the trend found […]

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Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)

Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]

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Update: Nielsen’s Measurement of Netflix Audiences Not Delivering the Big Picture (NLSN)

Research Question: Is Nielsen’s system for measuring Netflix audiences giving the firm a new competitive advantage? Companies: CMCSA, DIS, FOX, NFLX, NLSN, SCOR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen Holdings plc’s (NLSN) latest attempt at measuring Netflix Inc. (NFLX) audiences is a largely insignificant step forward. Content […]

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Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)

Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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Cruise Lines Primed for Smooth Sailing in the 2018 Wave Season (CCL, RCL, NCLH)

Research Question: Will booking growth for wave season 2018 continue to be ahead of last year’s pace? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Early trends show wave season bookings are ahead of last year’s pace and are expected to continue at […]

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Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]

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Jan 11 2017 Services, Travel & Leisure

Wave Season Bookings Swell, But China Flooded with Capacity (CCL, RCL)

Research Question: Will the 2017 wave season produce the level of booking growth expected by the cruise industry? Companies: CCL/CUK, CTRP, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: David Franklin Click here to download report (.pdf)   Summary of Findings This year’s wave season bookings and revenue generated for support businesses are expected to exceed 2016 […]

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May Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Coach has taken […]

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Jan 08 2016 Services, Travel & Leisure

U.S. Cruise Industry Set for Smoother Sailing While China’s Fares Sink

Research Question: Will the 2016 wave season see strength despite heightened security concerns? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL, TYO:9101 Report Type: Previously Covered/Full Report By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The S. wave season has improved in terms of bookings and pricing year to year and even […]

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