The Zacks Analyst Blog Highlights: Disney, Netflix, Amazon, Twenty-First Century Fox and Apple

For Immediate Release

Chicago, IL - August 9, 2018 - announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Disney DIS , Netflix NFLX , Amazon AMZN , Twenty-First Century Fox FOXA and Apple AAPL .

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Here are highlights from Wednesday's Analyst Blog:

Can Disney's Streaming Service "Thrive" In the Age of Netflix?

Disney reported its fiscal third-quarter financial results Tuesday, but most of the entertainment giant's conference call focused on its direct-to-consumer streaming plans to challenge Netflix and Amazon. So let's dive into everything CEO Bob Iger said about Disney's streaming TV platform that is set to launch in late 2019.

Iger said that Disney is set to "move full steam ahead" on its direct-to-consumer strategy and believes his company has the "brands and content to be extremely competitive and to thrive alongside Netflix, Amazon and anyone else in the market." On top of that, Disney's proposed $71.3 billion purchase of key Twenty-First Century Fox assets has already been approved by shareholders and U.S. Justice Department authorities.

Disney's Fox deal, which still needs clearance from several foreign jurisdictions, would see it own Fox's film and television studios, as well as its stakes in Hulu, Sky PLC, Star India, and more. If Disney is able to complete its Fox acquisition the company would be able to roll out its streaming service with the rights to titles such as Avatar , The Fantastic Four , X-Men , The Simpsons , and more.

Iger stressed throughout the call that he thinks Disney's brands are what will make its direct-to-consumer streaming services a hit when it is rolled out in late-2019. "We already have numerous original projects currently in various stages of development and production for this platform, including the world's first live-action Star Wars series and new episodes of the Star Wars: Clone Wars animated series," Disney's CEO said on the call.

The company said that the "Disney app" will feature Pixar, Marvel, Disney, Lucasfilm, and eventually National Geographic. "We feel that it does not have to have anything close to the volume of what Netflix has because of the value of the brands and the specific value of the programs that will be included on it," Iger said. Disney noted that the streaming service's price point will reflect a lower volume, but did not get into any details about the exact price.

Disney will soon offer three stand-alone streaming apps: ESPN+, Hulu, and what Iger called "Disney Play." Disney's chief executive mentioned the possibility of a bundle pricing option for consumers that want all three. This all sounds good for Disney so far.

The only problem for Disney is that many of its movies are currently tied up in distribution deals with other companies, including Netflix. "The recent studio slate will not fully be available at any one time because of the existing deals," Iger said. "But what we have been doing is making sure that since the time that we made the decision to bring the service out, we've not done anything that further encumbers any of our product."

Disney seems as if it is negotiating to get some of its content back more quickly, but did stress that all of its movies from 2019 onward will be available on the streaming service. And in an effort to curb any concerns that all of its content won't be available when it makes its debut, Iger pointed to the 2019 slate of movies that includes Captain Marvel , Avengers , Aladdin , Toy Story 4 , The Lion King , Star Wars: Episode IX , and more.

All in all, Disney plans to offer a streaming service that features Disney, Pixar, Marvel, Lucasfilm, ABC content, as well as Fox brands and creative assets such as Searchlight, FX, and National Geographic. Therefore, it is not hard to imagine Disney's streaming service competing in a crowded streaming market, which is set to see Apple get in on the action as well.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release.

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The Walt Disney Company (DIS): Free Stock Analysis Report, Inc. (AMZN): Free Stock Analysis Report

Netflix, Inc. (NFLX): Free Stock Analysis Report

Apple Inc. (AAPL): Free Stock Analysis Report

Twenty-First Century Fox, Inc. (FOXA): Free Stock Analysis Report

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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