Options data from "dis yahoo finance" show increased call volume at the $95 strike, hinting traders anticipate near-term gains in Disney shares. According to analytics platform Antenna , 110,000 users signed up for the package on the day of Messi's debut, representing a 280% increase from the number of sign-ups generated on the first day of the 2023 season. “The ABC network is structurally shrinking every year, with between 5% and 11% of its revenue disappearing annually, which slows the reported growth rate of Walt Disney Co (NYSE:DIS). Disney would grow its revenue 5% this year if it didn’t own ABC, and about 4.5% because it does. Higher revenue growth rates lead to multiple expansion from Wall Street. When calculating the value lost by keeping ABC versus the higher multiple Walt Disney Co (NYSE:DIS) could get from faster structural revenue growth over the next 10 years, there’s about $20 billion of value creation, roughly 10% of the company’s market cap. Nothing else in the Disney empire is regulable in the same way, so if ABC were shut down, the government couldn’t stop Walt Disney Co (NYSE:DIS)from taking actions, which is increasingly valuable in a generative AI world. You don’t want to be restricted in reacting to the marketplace and consumers as AI continues to disrupt markets.” Historical returns on "dis yahoo finance" highlight that Disney typically outperforms the Dow by 3% during strong box office seasons—given upcoming releases, this pattern might repeat.
