![]() ![]() The opinions expressed in this article are those of the writer, subject to the Publishing Guidelines. On the date of publication, Will Ashworth did not have (either directly or indirectly) any positions in the securities mentioned in this article. Get paid to wait for its shares to fall below $40, which is when you should buy more. With a monthly dividend of $0.2750, its annual rate of $3.30 yields a high of 6.8%. This past year was good with some hits - Barbie and Oppenheimer come to mind - but fewer than in 2022.Īccording to the Q3 2023 conference call, the company’s focus on the experiential economy sets it apart from other REITs. EPR had $6.7 billion in investments spread across 359 properties in the U.S. The bulk of the industry’s power is now consolidated in just a handful of companies, including Walt Disney ( DIS -0.76 ), Warner Bros. So, the better the movies, the better the chance operators will have the funds to pay rent. It’s from that 40% that exhibitors pay their rent. Chesapeake Films’ mission is to blend artistic talent with engaging stories to create feature films and television that delight audiences of all ages. ![]() Movie studios generally get 60% of box office proceeds, while the theaters get 40%. Chesapeake Films, a full service film and television production company, was founded by Joel Franco and Solidaris, LLC in 2006. They generate approximately 39% of their annualized adjusted earnings before interest, taxes, depreciation and amortization for real estate (EBITDARE). EPR Properties (EPR)ĮPR Properties (NYSE: EPR) is a Kansas City-based real estate investment trust ( REIT) that owns entertainment properties, including 169 movie theaters in 36 states operated by 19 movie exhibitors. In that case, the Experiences business provides plenty of cover - it generates 37% of Disney’s revenue and 70% of its operating income - until Iger figures out how to make money from movies for the long haul. In 2023, the studios planned to produce 40 titles for release on Disney+ and Hulu and in movie theaters.Īs Iger said in November, it has four major goals in 2024: achieving a sustainable profit for streaming, continuing to build ESPN, improving the cost and profit structure of its studios, and accelerating the already impressive growth in its Experiences segment. In fiscal 2023, the segment generated $40.64 billion in revenue and $1.44 billion in operating income. Get the complete list of stocks/shares, companies listed on NSE & BSE of Film Production, Distribution & Entertainment with current market price & details. 3.ĭespite the headwinds Disney faces - diminishing returns from its linear TV channels such as ABC and FX, ongoing losses from its video streaming platforms, and debate about what to do with ESPN - it has many wonderful assets, including Walt Disney Studios, Pixar Animation Studios, Marvel Studios, Lucasfilm, and 20th Century Studios.Īll of these businesses are included in its Entertainment segment. ValueAct Capital and Blackwells Capital are defending the company from another activist, Nelson Peltz, pushing the entertainment business “to cut costs, lay out a CEO succession plan, and revamp the group’s streaming operations,” Reuters reported on Jan. ![]() Walt Disney (NYSE: DIS) CEO Bob Iger has plenty of issues he’s currently dealing with, including a fight between several activist investors. ![]()
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