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If there was any question that Disney+ is the center of Disney’s media empire, the company took away all doubt on Monday.
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Disney Plus launch in India has been delayed.
Disney announced a major reorganization of its media and entertainment business on Monday to “further accelerate” its streaming strategy.
The company’s stock was up about 5% in after hours trading following the news.
“This is further proof that the direct to consumer model is not only well received, but more critical than ever to Disney’s future,” said Trip Miller, a Disney investor and managing partner at hedge fund Gullane Capital Partners. “These moves will not only result in higher quality content, and focused distribution, but allow the company to streamline corporate complexity and hopefully lower expenses.”
Miller also said that this move will allow Disney to further monetize in demand content and possibly “make up
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New Structure Designed to Further Accelerate the Company’s Direct-to-Consumer Strategy, in light of the Rapid Success of Disney+
Company’s Creative Engines Will Focus on Producing Content for DTC as well as Legacy Platforms, while Newly Centralized Distribution Group Will Oversee Commercialization and Distribution of All Content Globally
Alan F. Horn and Alan Bergman, Peter Rice, and James Pitaro Will Lead the Company’s Three Content Creation Groups
Kareem Daniel Named Chairman, Media and Entertainment Distribution, Which Will Include the Company’s Streaming Services, Led by Rebecca Campbell
Disney Sets December 10 as Date for Virtual Investor Day
In light of the tremendous success achieved to date in the Company’s direct-to-consumer business and to further accelerate its DTC strategy, The Walt Disney Company (NYSE: DIS) today announced a strategic reorganization of its media and entertainment businesses. Under the new structure, Disney’s world-class creative engines will focus on developing and producing original content for
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All financials are in Canadian Dollars.
Per my observation and case studies, there are three elements that will make moonshot investments in the microcap universe: quality products/services, competent management, and the inflection point. Thunderbird Entertainment Group is the one that checks all the boxes. I believe it has the potential to 3x the current price within at most 2 years, and the highly unlikely doomsday scenario would only imply a downside of 9%. Therefore, I believe this is a fleeting and compelling investment opportunity.
Thunderbird Entertainment Group develops, produces and distributes film and television programming for the domestic and international markets. The company was created via a reverse-merger with Golden Secret Ventures, a Canadian shell company. The following slide provides a better illustration of the firm’s history than my verbiage.
Source: Investors’ Presentation
Currently, the group has three core divisions: Atomic Cartoons, Great Pacific Media, and Thunderbird Entertainment. I