Disney (DIS) Industry Analysis

Sol Sound Prod.ce IwousTap Ananyoeis MEDIA AND ENYERTAINMENT The US Media and Entertainment industry comprises businesses that produce and distribute motion pictures, television programs and commercials, along with music and audio recordings, games, publishing as well as theme parks and resorts. In the US, the in- dustry is dominated by a few diversified media conglomerates that operate in multiple segments. MACRO TRENDS TOTAL US ENTERTAÎNMENY AND RECREATIONAL SPENDING vs US CONsumER CONFiDENCe JNDEX $700 100 90 $650 80 70 $600 60 $550 50 40 $500 30 20 $450 10 $400 2007 2008 2009 2010 2011 2012 2013 Entertainment and Recreation Spending (billions) US Consumer Confidence 19. US ANNUAL Music REVENUES (billions) Total US Physical Recorded Music Sales Total US Digital Music Sales $10.7 $8.9 $7.8 $69 $68 $5.0 $64 $60 $44 $3.4 $3.8 $2.4 2007 2008 2009 2010 2011 2012 The US music industry is the largest in the world in terms of revenues, and is moving towards cost effective digital technologies for the recording and distribution of high-quality content. Digital music sales finally outdid physical sales of recorded music in 2012, $0.0 BiuioN. reaching The three largest worldwide record companies are Universal Music Group, Sony Music Entertainment and Warner Music Group. Physical Recorded Music Revenues have a 5yr CAGR of -8% Digital Music Revenues have a 5yr CAGR of 35% PRINY AND PUBLiSHING GioBAL ANNUAL PUBLISHING REVENUES PRINTED NEws ANo MAGAZINES (billions) $90 $81 $67 $45 $53 $50 %3D 2007 2008 2009 2010 2011 2012 The global print and publishing industry includes print newspapers and magazines as well as physical publications and journals. The industry has gone through a tough time in the last five years with revenues falling across the board. Total annual subscriptions for printed publications have fallen drastically due to the same content now being available online for a cheaper price. Global Publishing Revenues have a 5yr CAGR of -9% Kep PlapERS in THE JuousTAp WALT DiSNEy Viacom INc. (DIS) The Walt Disney Company is a global powerhouse in the entertainment business with (VIA) Viacom is a multinational media conglomerate that focuses primarily on the production of film and television content. Its main operations in cable and broadcast networks, theme parks, and film studios. Some of its primary brands businesses include Paramount include the ESPN sports network, ABC, Disney Channel, Pixar, and the iconic Disneyland resorts. Pictures, Nickelodeon Movies and MTV Networks. ComcaST CORPORATION Time WARNER INC. (CMCSA) Comcast is a diversified media (TWX) Headquartered in New York City, Time Warner Inc. was created conglomerate whose major segments include cable television and broadcast networks, internet and communication services, as well as its recent acquisition, NBCUniversal, Inc., which is involved in producing content for film and television. when AOL Time Warner was split into Time Warner Cable and Time Warner Inc. It is one of the largest media corporations in the world, with a wide range of businesses that include household names like Warner Bros., HBO, CNN, DC Comics and Time Magazine. BIDNESS SOURCES: Company Data, SEC filings, Bloomberg Professional Services DISCLAIMER: Bidness Etc(TM) and related marks are owned by Bidness Etc. Any other trademarks appearing on this website are the property of their respective owners, and are not used to indicate the origin of goods or services offered or provided by Bidness Etc herein or to suggest approval for or affiliation with Bidness Etc.