Inkampani yeWalt Disney (NYSE: I-Dis) inkampani engadingeki. Ngizosho nje ukuthi (phakathi kwezinye izinto) kule ngxenye yabezindaba yeMarvel, uLucasfilm, i-Pixar, i-Pixar, i-National Geographic, ama-Disneyland Parks, futhi, i-Walt Disney Studios. Ukunyuswa kwamasheya ngesikhathi sokubhala izindatshana: $ 183.60. I-capitalization yamanje: $ 333 billion. Umbiko uphume ngoFebhuwari 11, 2021
Umlando
Ehlobo lika-1923, iWalt Brothers noRoy Disney beza eCalifornia ngekhathuni emizuzu eyi-8 ngokuhlanganiswa kwabalingisi ababukhoma "izwe le-Wonders Alice", elakwazi ukuthengisa umsabalalisi. Ngo-Okthoba 16, 1923, kwasayinwa inkontileka ochungechungeni lwamakhathuni ngo-Alice. Kusukela kulolu suku, i-Disney Brothers Cartoon Studio iyaqala.Eminyakeni emine kamuva, uWalt Disney weza nonogwaja ka-Oswald, kwakha amakhathuni angama-26, kepha umsabalalisi wasebenzisa imigomo yenkontileka futhi, enamalungelo ahlukile kulo mlingiswa, owenze ukubonwa ngaphandle kwe-disney. Ngemuva kokulahleka okucasulayo kwe-Oswald, iWalt Disney yaqhamuka neMickey Mouse, kodwa amafilimu amabili okuqala akekho owafuna ukuthenga, ngoba ayeyisimungulu. Ngokumisa iphutha lakho, ikhathuni le-3 mayelana neMickey Maus, vele enomsindo ovumelanayo, akhishwe kwizikrini ngoNovemba 18, 1928. Futhi waba nempumelelo eyisiphukuphuku.
Kusukela ngo-1932 kuya ku-1943 Ama-Disney Cartoons awine amaphrimiyamu ayi-10 oscar (kusuka emikhosini eyi-11 ebanjiwe). Ngempilo yakhe, uWalt Disney uthole imiklomelo engama-26 (iyini irekhodi lomuntu oyedwa kuze kube namuhla), owokugcina wawunikezwe ngo-1969 ngobuhlakani. NgoDisemba 21, 1937, kwakhishwa ikhathuni "okumhlophe qhwa okumhlophe kanye nemicu eyisikhombisa, kwathola isihloko sekhathuni lemali (kuthathwa i-inflation) kuze kube ngu-1993, irekhodi lashaywa yi-Aladdin (ukukhiqizwa kwe-Disney ), bese inkosi uLvom (futhi ukukhiqizwa kwe-Disney).
Ngo-1940, ngaleso sikhathi, lapho sekuvele khona imikhiqizo yeWalt Disney ebizwa nge-IPO. NgoJulayi 17, 1955, i-The World's Okokuqala Parking Park Disneyland eCalifornia yavula. Ngo-1964, ifilimu elithi "Mary Poppins", owanikezwa imiklomelo emi-5 ye-Oscar yawa ngo-2013 kuye kwiRejista Yezokubhaliswa Kwamafilimu Kazwelonke (ebhukwini lamafilimu angama-800 kuphela). Inkampani yakho yamanje ethi "Inkampani yeWalt Disney Company" itholwe ngo-1986
I-Disney iye yathuthukiswa njalo ngokuzibona ngezindlela ezintsha futhi ngaso sonke isikhathi lapho ifinyelela impumelelo emangalisa, evumele inkampani ukuthi ithathe isikhundla esiholayo embonini yezokuzijabulisa.
Ukuhlukaniswa
I-Disney yaqala ukukhokha izabelo eminyakeni engaphezu kwengu-60 eyedlule, kodwa ngo-1986 kuphela wazama ukuthatha umthetho ngokwanda kwaminyaka yonke. Kuze kube ngu-1999, inkampani ikhokhele ukwahlukanisa ikota, kepha yabe isinqume ukuya enkokhelo yaminyaka yonke, ichaza lokhu ngezindleko ezinkulu zamanga (kwesinye isikhathi abaninimasheya bathola imali ngaphansi kwenkampani esetshenziswe kumasheke okuthumela). Kusukela ngo-2015, inkampani isikhokhelwe izabelo njalo ezinyangeni eziyisithupha. Ngo-2020, inkampani engaphansi kwethonya lenkinga ikhanselwe ngokuphelele izabelo.
Le nkampani ayikaze inciphise izinkokhelo zokuhlukaniswa (ukungafani kweminyaka kwenzeka lapho kushintsha imvamisa yezinkokhelo). Kusukela ngo-2005, iphesenti lezinkokhelo zenzuzo yenzuzo lingakaze lidlule ku-25%, futhi isivuno sokuhlukaniswa yi-1.5%. Ngomhlahlandlela we-Disney, inkokhelo yokuhlukaniswa kwabantu ibilokhu inengqazo ephansi kakhulu maqondana nokutshalwa kwezimali ekuthuthukisweni kwebhizinisi. Esikhathini esizayo esiseduze, iDisney ayihleleli ukuqhubeka nokwabiwa. Kepha ngicabanga, noma ngabe izinkokhelo ziphinde zaqala kabusha, abatshalizimali akufanele bagxile ekwakhiweni, ngoba isivuno sizophela ngokuphelele.
Ukushintsha inani lamasheya
I-Disney ihamba ngokwanele. Kubolekwa ngokunenzuzo, isikhathi esifinyelela eminyakeni eyi-6 kungenzeka ukuthi sizuze i-300%, kepha ngasikhathi sinye futhi sichuma ngokushesha nge-30-50%.
Namuhla, i-Disney ibiza kakhulu ngaphezu konyaka owedlule, ngenkathi inkampani ikwazi ukusinda futhi iwele ngo-50%, bese iqala ngo-145%. Kunzima ukukuphika lokho kusukela ngo-2009, amasheya anenkambiso ekukhuliseni (yize, ngisho kusukela ngo-2002), kepha ngokuthenga okuphezulu ngo-2015, umtshalizimali kuzofanela abuyise emuva ku-30% iminyaka emi-4. Ukuguquguquka kwe-beta iminyaka emi-5 kungu-1.20, I.E., amasheya enkampani angu-20% ebanzi kuneMakethe awonke. Ngakho-ke, inkampani enenzuzo isinxenxa ukwahlukaniswa okuphansi ngenxa yokuhamba okuhle kwenani lamasheya. Kepha i-Disney isivele inzima ukubala amasheya wohlobo "othengwe bese akhohlwa."
Izinkomba Zezimali
Lo mbiko wonyaka wezimali ezingama-2020 uphume ngo-Okthoba 3, kuyilapho ngoFebhuwari 11, kwanyatheliswa umbiko wekota yokuqala yonyaka wezimali angama-2021. I-Disney arocates ama-4 amabhizinisi aphambili:
- Media Media (Media Networks) - Amanethiwekhi wethelevishini (ABC, National Geographic), iziteshi zethelevishini;
- Amapaki nezimpahla (amapaki, amava nemikhiqizo) - amapaki anezinto ezi-thematic kanye nezindawo zokungcebeleka, inkampani ehamba ngesikebhe, izimpahla ezinamalayisense ngaphansi komkhiqizo "amathoyizi, amathoyizi, omagazini, izimfanelo ezahlukahlukene);
- Okuqukethwe Studio (Studio Entertainment) - I-Studios yefilimu, ama-Studios animated, ukuqopha ama-studio kanye nemikhiqizo yeshashalazi;
- Ukuthengiswa okuqukethwe okuthengiswayo kwabathengi (okuqondile-ku-Doser & International) - Izinsizakalo ze-Stringing (i-Disney +, espn +, iziteshi zamazwe omhlaba ze-TV, izinhlelo, amasayithi.
NgoMashi 20, 2019, ukuthengiselana kwakuvaliwe ukuthola iningi lenkampani yekhulu lama-21st fox ama-fox angaphezu kwama- $ 71 (futhi ekuqaleni inani lokuthengiselana laxoxiswana ngenani lama- $ 52 billion, kepha i-COMCast Corporation (NASDAQ: ) Ujoyine lo mdlalo, okubuye kuveze isifiso sokuthenga futhi wazama ukubulala i-discney etholakalayo). Njengomphumela wokuthengiselana, izimpahla ze-Disney zanda cishe izikhathi ezi-2.
Ukuthengiselana okukhulu nge-coronacrizis kuholele ekukhuleni kwesikweletu amahlandla amahlandla ama-3 Isikweletu / i-EBITDA kuya ku-11.9 ngo-2020 (ngenani eliphakathi le-1.3, elibanjwe kuze kube ngu-2019). I-Disney yonyaka ka-2020 iqediwe ekulahlekelweni cishe kwama- $ 3 billion (ngokumelene nenzuzo $ 11 billion ngonyaka we-2019), futhi ngekota yokuqala yonyaka wezimali ongu-2021 ikhombisa inzuzo encane yezigidi eziningana (ukuncishiswa konyaka we-99% ngonyaka) ephefumlelwe ngabatshalizimali, ngoba izibikezeli zazimbi kakhulu. Amandla wemali engenayo kanye nenzuzo ezingxenyeni zethulwa emibhalweni.
Ingxenye yezinsizakalo zokusakazwa ikhula ngenkuthalo, kepha ingavinjezelwa kuze kube manje, okuhambisana nokutshalwa kwezimali okubucayi ukunqoba isabelo semakethe yomhlaba. Ngo-Okthoba 2020, iDispey yamemezela ukuhlelwa kabusha kokuqinisa isikhundla sengxenye eqondile yabathengi. Kuyacaca ukuthi ubhubhane lunethonya elikhulu kakhulu, futhi libikezela imiphumela yezezimali yezezimali linzima impela: amapaki okuzijabulisa emazweni ngamanye avaliwe, ngakho-ke i-Company ilinganiselwe, njengoba kubonakala kuyindlela efanelekile entuthukweni enkulu wezinsizakalo zokusika, kepha kuze kube manje ukutshalwa kwemali akukhokhi. Ngaphezu kwalokho, ama-ejensi okulinganisa ngo-2020 anciphise isilinganiso sesikweletu se-Disney, esingaholela ekwandeni kwezindleko zokuhlinzeka ngesikweletu esikhulu futhi, ngenxa yalokho, ukwehla kokutshalwa kwemali ekuthuthukisweni kwebhizinisi.
Qhathanisa nabancintisana nabo
I-Disney imelwe ngezigaba ezahlukahlukene futhi kulowo nalowo unazo izimbangi ezinkulu, kepha namhlanje ngizokugxila ekuhlaziyweni komncintiswano ezinsizakalweni ezifakiwe. Ukuqhathaniswa koshintsho enanini lababhalisile abakhokhelwayo ngonyaka we-2020 - wonke umuntu wayehlala ekhaya, futhi izinsizakalo zokusakaza zazinomzabalazo wangempela wesibukeli ngasinye. I-Disney izocubungula i-Disney + (yaqala ngoNovemba 2019) noHulu. Abaqhudelana:
- INetflix (NASDAQ: Nflx)
- I-Amazon (NASDAQ: I-AMZN) Prime Video - Ukuhlola okuvumayo, ababhalisile babalwa - Kubalwa idatha ngenani lababhalisile kwi-Amazon Prime, futhi kunemininingwane yezibalo ngamaphesenti ababhalisile abasebenzisa ama-stricming Ukugcina esimweni
- I-Apple (NASDAQ: I-AAPL) TV + - yethulwe ngoNovemba 2019; Ukulinganisa okuvuthayo, ababhalisile babalwa - Ukubhaliselwe konyaka kukhululekile lapho uthenga amadivayisi we-Apple, ngokuya ngemininingwane ehlukahlukene yezibalo, ababhalisile abakhokhelwa ngokunembile ababaliwe.
- I-NBCUniverseral Peacock (kusuka ku-Comcast) - Yethulwe ngo-Ephreli 2020
- I-HBO Max (ingeye-AT & T (NYSE: T)) - Kwethulwe ngoMeyi 2020
Ababhalisile abashintshayo bethulwa emjondolo.
Ukuqhekeka okumangalisayo kwe-Disney + - izigidi ezingama-58 kwezinyanga eziyi-9 kanye nababhalisile abacishe babe yizigidi eziyi-100 izinyanga eziyi-14! Qhathanisa i-peacock ye-nbcuniversal, eyakwazi ukuthola izigidi ezingama-33 ezinyangeni eziyi-9, noma i-HBA MAX, kuphela izigidi eziyi-17 ezinyangeni eziyi-9. I-Disney ilungile kakhulu, futhi okubaluleke kakhulu - ngesikhathi, yenze ukubheja ekuthuthukisweni komhlaba kwensizakalo, ngenkathi i-peacock ne-HBO max isebenza emakethe yase-US futhi izongena emakethe ye-Global futhi avele angene emakethe yomhlaba.
Ukuhlaziywa Kwezobuchwepheshe
Njengoba usususe ekusekeleni ama- $ 120, amasheya ezinyangeni ezimbalwa athole ukwanda kwe- + 50%. Kuzo zonke izikhathi, kusukela ngesikhathi sasemini, ukuthambekela kukhuphuka, ngakho-ke akuzona izizathu zobuchwepheshe zokuthengisa, kodwa futhi futhi ukuzithenga sekwephuze kakhulu. Ukusekelwa kosuku oluseduze kungu- $ 183, ngezansi - Ukusekelwa okubalulekile kwama- $ 170 no- $ 152. Ukumelana kukhonjiswa ngo- $ 190. Ukwehla akukheki, ngakho-ke manje izingcaphuno zingaqhubeka zithambekele ekuphakameni okuphakade.
Uhlelo lokutshala imali okungenzeka
Isimo samanje kuma-Disney Promotions bengizofonela isibonelo se-classic "uthenge amahemuhemu, ukuthengisa ngamaqiniso." Ngokokuqala ngqa emashumini eminyaka, le nkampani ikhombise ukulahleka konyaka, inesikweletu esikhulu (esisekhona esikhona sokusebenza), ingxenye yokwahlukana ayikwazi ukusebenza ngenxa yeCoronavirus. Kepha kungenzeka - amandla amakhulu - ngokuthengwa kwekhulu lama-21 kanye nokuthuthuka okusheshayo kwe-Disney. +. Ngakho-ke, akunakwenzeka ukuthenga umtshalizimali wesikhathi eside manje! Kuyadingeka ukulinda ukuthengiswa kwamaqiniso. Inhloso yezinkomba zamanje zezimali zeleveli yenkampani yokuthenga, ngombono wami, $ 120. Ngincoma ukulinda ukwehla okungenani okungenani ukusekela ama- $ 152, futhi kuphela lapho nje ukuqala ukubheka ukuthi kungenzeka yini ukuthenga ngesisekelo sezindaba ezifunwayo nemiphumela yezezimali.
Funda izindatshana zoqobo ku: