Siji Abraham’s Post

🏰✨ **Building Magical Barriers to Entry: Exploring Disney's Business Moat** ✨🏰 As a titan in the entertainment industry, Disney has forged an impressive business moat that stands as a beacon of resilience and innovation. Let's unravel the layers of Disney's formidable moat, showcasing how it remains at the forefront of the industry: 🎨 **Intellectual Property Portfolio:** From timeless classics to modern blockbusters, Disney's iconic characters and franchises are etched into the fabric of popular culture. This treasure trove of intellectual property not only fuels revenue streams but also erects a barrier to entry for competitors. 🔄 **Vertical Integration:** Disney's vertical integration model gives it unparalleled control over content creation and distribution. Through its diverse portfolio of studios, networks, and streaming services, Disney orchestrates a symphony of storytelling that captivates audiences worldwide. 🧚♂️ **Strong Branding and Customer Engagement:** Disney's magical brand experience transcends mere entertainment; it fosters deep emotional connections with consumers. By weaving its beloved characters and narratives across various touchpoints, Disney cultivates unwavering loyalty and admiration. 🚀 **Technological Innovation and Adaptation:** Embracing the digital age, Disney has boldly ventured into streaming with the launch of Disney+. Its commitment to technological innovation extends to its theme parks, where cutting-edge experiences enchant guests and set new standards. 🌎 **Global Reach and Diversification:** With operations spanning the globe, Disney's reach knows no bounds. This international footprint, coupled with diversified revenue streams across multiple sectors, fortifies Disney against economic fluctuations and industry disruptions. In essence, Disney's business moat is a testament to its unwavering dedication to creativity, innovation, and customer-centricity. A #Disney #BusinessMoat #Innovation #EntertainmentIndustry 🌟🚀

The Walt Disney Company’s share price and valuation are suffering — and they can’t be fixed by a kiss from a prince, or a wish granted by a genie. Disney has lost more than $200 billion of market value in the last three years - by falling behind in content, media, technology, and governance best practices. Our campaign seeks to get #thefutureofdisney back on track. Learn more in our shareholder presentation here: https://bit.ly/3V2iFhZ #disneydeservesthebest

🔍 Disney's Financial Milestones Q1 2024 Disney reports a revenue of $23.55 billion for Q1 2024, maintaining a steady performance with an EPS increase of $1.22. The period marked notable successes, including strategic enhancements in Disney+ and theme parks, positioning Disney for sustained growth. Traders can utilize CMTrading to effectively engage with Disney’s stock, taking advantage of detailed market analytics and trading options to navigate and profit from the entertainment giant’s developments. *Not investment advice | T&Cs Apply

The Walt Disney Company recently released their reported earnings for Fiscal Year 2023, and coincidentally I was in Walt Disney World the week after with my nieces. Considering all the external and internal factors, $88,898 millions in Revenues (+7% growth vs. prior year) is a testament that the Disney magic is still alive. ✨✨✨ At CvE - Marketing Growth Consultancy, the strategic advisory part of the Goodway Group, we focus on driving strategic & sustainable growth for companies. As someone who does marketing strategy, I applaud Disney CEO Bob Iger’s direction as it is spot on. 👏🎯 Iger is wisely using the Simple Rules approach to business strategy that will allow Disney to thrive in our complex world. The four key building opportunities that will be central to their success are… 1) Achieving significant and sustained profitability in our streaming business, 2) Building ESPN into the preeminent digital sports platform, 3) Improving the output and economics of our film studios, and 4) Turbocharging growth in our Experiences business. The fourth point is one that I am very excited about as the parks division is a key growth engine for Disney. The disclosed $60 billion investment over the next decade to expand its domestic and international parks and to continue building the Disney Cruise Line will take the Disney magic to a whole other level. Walt Disney said: "If you can dream it, you can do it." Whether those ambitious plans include bringing Wakanda to life or incorporating Coco or Encanto into the Disney’s parks in meaningful ways, Josh D'Amaro and the cast members involved will be singing “Heigh-ho, heigh-ho it's off to work we go” to make those dreams a reality. I'm thrilled to see where the Imagineers will take us in this journey. ❤️ Disney Parks, Experiences and Products Marvel Entertainment Marvel Studios #disney #disneyworld #bobiger #waltdisney #teamironman #wakandaforever

Happy 100 years of existence to one of the world's most iconic brands 🏰 Disney was founded in 1923. Since then, the global economy has experienced at least 8 recessions (not including the current economic downturn). The business has been able to weather these storms due to the enduring strength of the Disney brand and live well beyond its Founder, Walt Disney, who died in 1966. So, how does Disney's brand strength stack up in 2023? 👀 According to Tracksuit's data, in the United States, Disney has 86% brand awareness, 62% consideration, 57% usage and 12% preference, while its brand associations (pictured) is generally positive. We'll pop a link to the key features shared by the world’s most recognisable brands (and how to measure them) in the comments 👇

🚀✨ Exciting updates from The Walt Disney Company! 🎉 Sharing the latest highlights from The Walt Disney Co.'s first quarter earnings report, covering its performance through December 30, 2023. With a net profit of $1.91 billion in the first quarter of 2024, marking a 50% increase over last year, Disney continues to grow. Revenues totaled US$23.55 billion, slightly above the same period in 2022. 🏰 Disney parks, experiences and products: The Disney Parks, Experiences and Products segment saw revenue increase 7% to $9.1 billion for the quarter, with the segment's operating income increasing 8% to $3.1 billion. Notably, International Parks and Experiences achieved historic revenue, operating income and operating margin records in the first quarter of fiscal 2024, driven by significant growth in guest spending and increased visitor volumes. Notably, Hulu reached 49.7 million subscribers and Disney+ totaled 111.3 million. A promising start to the year for Disney! ✨🎬🎢 #Disney #disneyworld #disneyparks I love this place! <3 <3

https://lnkd.in/eeDvMpNk The Walt Disney Company shares their second quarter figures for this fiscal year this morning, and those positive figures feature a seven percent increase for their theme parks business and the attached shares those magical results for Disney Parks and Experiences.

The relationship between smells and emotions is deeply rooted in our brain’s structure. Disney uses scents to evoke intense recollections of park experiences, contributing to a unique and memorable visit. They execute this using a remarkable invention known as the Disney Smellitzer. These systems use pressurized air and fans to distribute scents across the park, creating a multisensory experience for guests. The Smellitizers’ strategic placement within the park further enhances visitors' emotional connection to Disney. Main Street’s smell of fresh pastries from the bakery or the nostalgic scent of popcorn evokes memories, making visitors' visits even more special. Disney’s Smellitizers thus contribute to the immersive experience that captures everyone's hearts. Walt Disney World Disney Experiences #UnusualMarketingStrategiesXVII #Disney #Brands #Marketing #Branding #Creative #Advertising #Media #DigitalMarketing #MarketingAgency #CreativeAgency #AgencyLife #LetsRaycreate

It's a report that clearly shows that The Walt Disney Company has been preparing for an economic downturn by taking all the necessary steps toward a more resilient, less consumer-demand-centric revenue matrix.   While that should serve as a warning to other companies looking to keep earnings growth at a high solely on discretionary spending demand, for Disney itself, the current numbers put the company in a much better position than it has been over the last year. On the one hand, margins are looking very solid due to overall more efficient financial management, mainly due to the well-focused cuts earlier in the year. On the other hand, Disney's improving positioning in the streaming segment looks ripe to become the main focus of growth for the company in Q4 and beyond. On top of the seasonal tailwinds that will likely kick in just as the company improves user acquisition in the segment, the race for live events should prove a nice growth avenue, particularly given Disney's current unique positioning in the area. The bottom line is that Disney continues to be underappreciated by a market that expects a much faster and more innovative pace amid the AI frenzy. However, numbers show that Iger has finally managed to get a good grip on the company's turnaround, which could very well lead to sustained gains ahead. Read the full report on Investing.com: https://lnkd.in/dTx-D5HQ

This remarkable 1957 diagram encapsulates Walt Disney’s strategic vision for his company, and it's fascinating to see how it still influences the entertainment industry today. Disney's foresight into integrating various aspects of the entertainment business - from TV and movies to music and theme parks - showcases an ecosystem approach long before the term became a buzzword. His model not only exploited the synergies between different business lines but also paved the way for the company's long-term sustainability and growth. By putting creative talent at the center of the universe, Disney ensured that storytelling remained the core that fed into all other ventures. It’s a powerful reminder of how a well-defined value proposition and a commitment to innovation can steer a company through decades of industry changes. Whether it's merchandise licensing or the magic of Disneyland, Disney’s theory of value creation in entertainment demonstrates the timeless power of a unified vision and diversified strategy. #Disney #BusinessStrategy #ValueCreation #Innovation #EntertainmentIndustry