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- freekillyfreekilly
  ·2021-12-31
  There is potential.
  Where Will Nvidia Stock Be By 2025?
  SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreove
  Where Will Nvidia Stock Be By 2025?
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- freekillyfreekilly
  ·2021-12-29
  New CEO, park reopening, more shows. Please huat arh!
  Will Walt Disney Stock Recover in 2022?
  Disney is not short of growth opportunities heading into 2022.
  Will Walt Disney Stock Recover in 2022?
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Through CEO Jensen Huang&#39;s incredible leadership, the company is a leader in multiple fields. It has also built on its discrete GPU (dGPU) hardware leadership with its software stack through NVIDIA AI Enterprise. The company has also created the leading engine for metaverse developers, as NVIDIA aims to power the future of the next-gen computing platform. Moreover, NVIDIA&#39;s massive leadership in autonomous driving has also made it a critical player powering many leading EV makers and robotaxi operators&#39; autonomous driving platforms.</p><p>Bearish investors have often focused on NVIDIA&#39;s current valuation. NVDA stock&#39;s valuation is undoubtedly premium, trading at an EV/NTM EBITDA of 59.2x (peers median: 14x). Nevertheless, we think these investors may not have considered the massive market opportunities that NVDA has in the segments we mentioned earlier. Given that NVDA has such a clear and long runway ahead of it, it&#39;s more important to look well ahead into the next five to ten years. It would help us avoid looking at NVDA&#39;s expensive valuation through a narrow lens and deem it significantly overvalued.</p><p>This article will discuss the opportunities ahead for NVIDIA and address its runway to 2025.</p><p><b>Software Opportunities will Create Massive Revenue Streams</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03db63c6076b22e30bfca05936fd581\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>NVIDIA revenue and adjusted EBITDA margins mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p>One of the central arguments against NVIDIA is its slowing revenue growth moving forward. Readers can observe that NVIDIA&#39;s revenue is estimated to increase at a CAGR of 30.1% through FY24. However, its YoY revenue growth is projected to reach 60% this year. Thus, it is a significant slowdown in growth over the next two years. Despite that, NVDA could still gain substantial operating leverage as it scales.</p><p>Notwithstanding the topline growth deceleration, its adjusted EBITDA margin is estimated to reach 41.4% in FY23, against just 33.8% in FY21. Therefore, we think it&#39;s critical for investors not to focus solely on NVDA&#39;s topline growth slowdown. Instead, they should also pay attention to its leverage.</p><p>We believe that its growth opportunities in the metaverse through its software stack will be critical in driving its profitability.Besides the massive TAM increase,the bottom line drivers could have been missed by bearish investors.</p><p>NVIDIA&#39;s hardware revenues mainly drive its EBITDA profitability currently. However, we believe that the company is in the early innings of capitalizing on the drivers from its software stack. We highlighted in a previous article that NVIDIA&#39;s software stack could add billions of dollars to its topline. Its AI Enterprise stack opportunity is estimated to be worth $5B. Moreover, we have not included the potential revenue from its metaverse engine, the NVIDIA Omniverse. The exact revenue opportunities from its software are hard to define. And most of them have yet to find their way to the company&#39;s topline. Despite that, we believe that these opportunities are massive, even just from its AI Enterprise stack.</p><p>Importantly, NVIDIA Omniverse is probably an even more significant opportunity. The argument is straightforward. NVIDIA &#34;layers&#34; its Omniverse strategy on top of its hardware stack. Moreover, the metaverse is not just limited to Roblox (RBLX), Apple (AAPL), or Meta Platforms (FB). Cathy Hackl, Chief Metaverse Officer and CEO of Futures Intelligence Group emphasized: &#34;Every brand and company will need a metaverse strategy.&#34; eMarketer reminded us that next year, &#34;tech firms and brands (will) put those plans into action. We&#39;ll get a glimpse into how the metaverse will look and function.&#34;</p><p>Therefore, we think NVDA has astutely positioned its formidable accelerated computing hardware stack to help these companies leverage its Omniverse engine. CEO Jensen Huang highlighted (edited):</p><blockquote>Omniverse is an engine for simulating the virtual world. There&#39;ll be many, many Omniverse worlds. Omniverse is designed to be able to create and simulate those worlds at a very large scale. We&#39;re in the business of technology infrastructure. So Omniverse is the engine, the algorithms, the mathematics, the computer graphics, the computer systems, the hardware, the system software. That&#39;s the focus of Omniverse. (DigiTimes)</blockquote><p>NVIDIA has created a symbiotic relationship with its software strategy by leveraging its hardware stack. When we think of full-stack, it&#39;s imperative that we consider this relationship. NVIDIA&#39;s software stack doesn&#39;t exist in a silo. The success of its hardware business underpins it. And, it&#39;s a highly successful hardware business with tremendous pricing power and adoption. Now, NVIDIA is taking many steps further by ensuring Omniverse becomes the core engine that companies use to develop their virtual worlds. But, why Omniverse? Surely there will be competing technologies with NVIDIA, who are also vying to be &#34;the metaverse engine.&#34;</p><p>It&#39;s also relatively simple. Huang has mentioned it at GTC, but maybe the bears haven&#39;t caught on. NVIDIA Omniverse will be so advanced and profound that it can even help model climate change for the entire Earth. NVIDIA will be building &#34;the world&#39;s most powerful AI supercomputerd edicated to predicting climate change.&#34; Therefore, NVIDIA aims to model a digital twin of the Earth. NVDA has not gotten there yet. But Huang believes that it will cross the line eventually. Huang emphasized (edited):</p><blockquote><i>We’re going to go build that digital twin of the Earth</i>. It’s going to be gigantic.<i>This is going to be the largest AI supercomputer on the planet</i>. All the technologies we’ve invented up to this moment are needed to make Earth-2 possible. I can’t imagine a greater or more important use. The simulation would be so precise it would need meter-level accuracy. If necessary, Nvidia would spend the money to offset the computing power used to run the simulation.<i>And, if we build the digital twin of the Earth, we will get the metaverse for free</i>. (VentureBeat)</blockquote><p>We think Huang aptly summed up the power of NVIDIA&#39;s amazing technology stack. Moreover, readers can imagine the incredible opportunity that NVDA would generate if it could build that digital twin of the Earth. That would give creators the ability to develop their virtual worlds based on NVIDIA&#39;s success in the Omniverse. Imagine the potential ubiquity of Omniverse as the go-to engine for many creators and companies building their virtual worlds. We cannot further underscore the tremendous monetization opportunities from its full-stack (hardware and software). And, we think we cannot easily model the estimates for NVDA&#39;s potential monetization since they are so novel. Even NVDA CFO Colette Kress stressed that she couldn&#39;t accurately forecast how large NVDA&#39;s TAM can become currently. But, she emphasized that &#34;there are big markets out there for us.&#34;</p><p><b>So, is NVDA Stock a Buy Now?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32e0425c0c60e18b365f0fdaad3ab279\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NVIDIA EV/Fwd EBITDA. Data source: S&amp;P Capital IQ</span></p><p>As mentioned earlier, NVIDIA stock is trading at an EV/NTM EBITDA of 59.2x, well above its 3Y mean of 43.9x. Moreover, its peers&#39; median is just 14x, therefore putting NVDA stock in &#34;significantly overvalued&#34; territory in comparison.</p><p>However, we believe that simply comparing NVDA stock&#39;s valuation against its peers would not have done the company justice. We believe that the current consensus estimates have not meaningfully accounted for its metaverse opportunity. Therefore, we believe the stock could be further re-rated when the revenue runway becomes clearer. With it, NVDA stock&#39;s fair value estimates could be further increased.</p><p>NVDA stock is currently trading above our fair value estimates, but not as significant as some bears have prognosticated. However, if you are more conservative and prefer to wait for a &#34;less risky&#34; entry point, you can.</p><p>But, if you have a firm conviction about CEO Jensen Huang &amp; Co.&#39;s execution and technological roadmap, then adding at the current price level doesn&#39;t seem unreasonable too.</p><p>We believe that NVIDIA has proven its mettle as one of the top AI tech companies globally. Moreover, it&#39;s only just getting started with its metaverse opportunity. While we can&#39;t tell you exactly where the stock will be in 2025, we believe it will continue to outperform the market in the next few years.</p><p>Therefore,<i>we revise our rating on NVDA stock to Buy</i>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where Will Nvidia Stock Be By 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Will Nvidia Stock Be By 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 20:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477371-nvidia-stock-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreover, it's so massive that even its CFO couldn't map out the exact scale of the company's opportunities...</p>\n\n<a href=\"https://seekingalpha.com/article/4477371-nvidia-stock-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4477371-nvidia-stock-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120814298","content_text":"SummaryNVIDIA's software opportunity may not have been fully understood by bearish investors.Moreover, it's so massive that even its CFO couldn't map out the exact scale of the company's opportunities.We discuss why we think NVIDIA's software opportunity will be the critical driver for its stock price through 2025.Justin Sullivan/Getty Images NewsInvestment ThesisNVIDIA Corporation (NVDA) is one of the leading full-stack AI tech companies in our portfolio. Through CEO Jensen Huang's incredible leadership, the company is a leader in multiple fields. It has also built on its discrete GPU (dGPU) hardware leadership with its software stack through NVIDIA AI Enterprise. The company has also created the leading engine for metaverse developers, as NVIDIA aims to power the future of the next-gen computing platform. Moreover, NVIDIA's massive leadership in autonomous driving has also made it a critical player powering many leading EV makers and robotaxi operators' autonomous driving platforms.Bearish investors have often focused on NVIDIA's current valuation. NVDA stock's valuation is undoubtedly premium, trading at an EV/NTM EBITDA of 59.2x (peers median: 14x). Nevertheless, we think these investors may not have considered the massive market opportunities that NVDA has in the segments we mentioned earlier. Given that NVDA has such a clear and long runway ahead of it, it's more important to look well ahead into the next five to ten years. It would help us avoid looking at NVDA's expensive valuation through a narrow lens and deem it significantly overvalued.This article will discuss the opportunities ahead for NVIDIA and address its runway to 2025.Software Opportunities will Create Massive Revenue StreamsNVIDIA revenue and adjusted EBITDA margins mean consensus estimates. Data source: S&P Capital IQOne of the central arguments against NVIDIA is its slowing revenue growth moving forward. Readers can observe that NVIDIA's revenue is estimated to increase at a CAGR of 30.1% through FY24. However, its YoY revenue growth is projected to reach 60% this year. Thus, it is a significant slowdown in growth over the next two years. Despite that, NVDA could still gain substantial operating leverage as it scales.Notwithstanding the topline growth deceleration, its adjusted EBITDA margin is estimated to reach 41.4% in FY23, against just 33.8% in FY21. Therefore, we think it's critical for investors not to focus solely on NVDA's topline growth slowdown. Instead, they should also pay attention to its leverage.We believe that its growth opportunities in the metaverse through its software stack will be critical in driving its profitability.Besides the massive TAM increase,the bottom line drivers could have been missed by bearish investors.NVIDIA's hardware revenues mainly drive its EBITDA profitability currently. However, we believe that the company is in the early innings of capitalizing on the drivers from its software stack. We highlighted in a previous article that NVIDIA's software stack could add billions of dollars to its topline. Its AI Enterprise stack opportunity is estimated to be worth $5B. Moreover, we have not included the potential revenue from its metaverse engine, the NVIDIA Omniverse. The exact revenue opportunities from its software are hard to define. And most of them have yet to find their way to the company's topline. Despite that, we believe that these opportunities are massive, even just from its AI Enterprise stack.Importantly, NVIDIA Omniverse is probably an even more significant opportunity. The argument is straightforward. NVIDIA \"layers\" its Omniverse strategy on top of its hardware stack. Moreover, the metaverse is not just limited to Roblox (RBLX), Apple (AAPL), or Meta Platforms (FB). Cathy Hackl, Chief Metaverse Officer and CEO of Futures Intelligence Group emphasized: \"Every brand and company will need a metaverse strategy.\" eMarketer reminded us that next year, \"tech firms and brands (will) put those plans into action. We'll get a glimpse into how the metaverse will look and function.\"Therefore, we think NVDA has astutely positioned its formidable accelerated computing hardware stack to help these companies leverage its Omniverse engine. CEO Jensen Huang highlighted (edited):Omniverse is an engine for simulating the virtual world. There'll be many, many Omniverse worlds. Omniverse is designed to be able to create and simulate those worlds at a very large scale. We're in the business of technology infrastructure. So Omniverse is the engine, the algorithms, the mathematics, the computer graphics, the computer systems, the hardware, the system software. That's the focus of Omniverse. (DigiTimes)NVIDIA has created a symbiotic relationship with its software strategy by leveraging its hardware stack. When we think of full-stack, it's imperative that we consider this relationship. NVIDIA's software stack doesn't exist in a silo. The success of its hardware business underpins it. And, it's a highly successful hardware business with tremendous pricing power and adoption. Now, NVIDIA is taking many steps further by ensuring Omniverse becomes the core engine that companies use to develop their virtual worlds. But, why Omniverse? Surely there will be competing technologies with NVIDIA, who are also vying to be \"the metaverse engine.\"It's also relatively simple. Huang has mentioned it at GTC, but maybe the bears haven't caught on. NVIDIA Omniverse will be so advanced and profound that it can even help model climate change for the entire Earth. NVIDIA will be building \"the world's most powerful AI supercomputerd edicated to predicting climate change.\" Therefore, NVIDIA aims to model a digital twin of the Earth. NVDA has not gotten there yet. But Huang believes that it will cross the line eventually. Huang emphasized (edited):We’re going to go build that digital twin of the Earth. It’s going to be gigantic.This is going to be the largest AI supercomputer on the planet. All the technologies we’ve invented up to this moment are needed to make Earth-2 possible. I can’t imagine a greater or more important use. The simulation would be so precise it would need meter-level accuracy. If necessary, Nvidia would spend the money to offset the computing power used to run the simulation.And, if we build the digital twin of the Earth, we will get the metaverse for free. (VentureBeat)We think Huang aptly summed up the power of NVIDIA's amazing technology stack. Moreover, readers can imagine the incredible opportunity that NVDA would generate if it could build that digital twin of the Earth. That would give creators the ability to develop their virtual worlds based on NVIDIA's success in the Omniverse. Imagine the potential ubiquity of Omniverse as the go-to engine for many creators and companies building their virtual worlds. We cannot further underscore the tremendous monetization opportunities from its full-stack (hardware and software). And, we think we cannot easily model the estimates for NVDA's potential monetization since they are so novel. Even NVDA CFO Colette Kress stressed that she couldn't accurately forecast how large NVDA's TAM can become currently. But, she emphasized that \"there are big markets out there for us.\"So, is NVDA Stock a Buy Now?NVIDIA EV/Fwd EBITDA. Data source: S&P Capital IQAs mentioned earlier, NVIDIA stock is trading at an EV/NTM EBITDA of 59.2x, well above its 3Y mean of 43.9x. Moreover, its peers' median is just 14x, therefore putting NVDA stock in \"significantly overvalued\" territory in comparison.However, we believe that simply comparing NVDA stock's valuation against its peers would not have done the company justice. We believe that the current consensus estimates have not meaningfully accounted for its metaverse opportunity. Therefore, we believe the stock could be further re-rated when the revenue runway becomes clearer. With it, NVDA stock's fair value estimates could be further increased.NVDA stock is currently trading above our fair value estimates, but not as significant as some bears have prognosticated. However, if you are more conservative and prefer to wait for a \"less risky\" entry point, you can.But, if you have a firm conviction about CEO Jensen Huang & Co.'s execution and technological roadmap, then adding at the current price level doesn't seem unreasonable too.We believe that NVIDIA has proven its mettle as one of the top AI tech companies globally. Moreover, it's only just getting started with its metaverse opportunity. While we can't tell you exactly where the stock will be in 2025, we believe it will continue to outperform the market in the next few years.Therefore,we revise our rating on NVDA stock to Buy.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009732262,"gmtCreate":1640790457846,"gmtModify":1676533541885,"author":{"id":"4099274746759590","authorId":"4099274746759590","name":"freekilly","avatar":"https://static.tigerbbs.com/5643ba46b4e7695734dcd5fc253b80f7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099274746759590","authorIdStr":"4099274746759590"},"themes":[],"htmlText":"New CEO, park reopening, more shows. Please huat arh!","listText":"New CEO, park reopening, more shows. Please huat arh!","text":"New CEO, park reopening, more shows. Please huat arh!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009732262","repostId":"2195501154","repostType":4,"repost":{"id":"2195501154","kind":"highlight","pubTimestamp":1640789273,"share":"https://ttm.financial/m/news/2195501154?lang=&edition=fundamental","pubTime":"2021-12-29 22:47","market":"us","language":"en","title":"Will Walt Disney Stock Recover in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195501154","media":"Motley Fool","summary":"Disney is not short of growth opportunities heading into 2022.","content":"<div>\n<p>The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Walt Disney Stock Recover in 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Walt Disney Stock Recover in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/12/29/will-walt-disney-stock-recover-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195501154","content_text":"The reopening of Walt Disney's (NYSE:DIS) theme parks and growth from its three streaming services (Disney+, Hulu, ESPN+) wasn't enough to push the stock higher in 2021. The stock price is currently down 14.5% year to date, trailing the 27% return of the S&P 500 index.The parks segment has recovered well, with revenue nearly doubling year over year in the fiscal fourth quarter. But slowing growth from Disney's marquee streaming service, Disney+, caused the shares to slump toward the end of the year. Here's why the stock should bounce back in 2022.The new \"Star Wars\" original series releases Dec. 29 on Disney+. Image source: Walt Disney.Where Disney+ stands heading into 2022The investment case for Disney hinges on the growth of Disney+, so it's understandable for the stock to trade in line with the rate of subscriber growth, but the market overreacted to Disney's results last quarter.As Netflix (NASDAQ:NFLX) has demonstrated over the last 10 years, content releases lead to subscriber growth. Disney started off the year strong with the release of Marvel's Wanda Vision, The Falcon and the Winter Soldier, and Loki -- all original series released as Disney+ exclusives. Growth followed, with Disney adding 12.4 million subscribers in the third quarter ending July 3.The fourth quarter was quiet for new releases, and as a result, subscriber growth slowed to 2.1 million subscriber additions. Like clockwork, the stock slid.Market participants seem to have extrapolated one quarter's growth out into the future, which doesn't make any sense. Of course, analysts are measuring the company's performance against management's guidance that Disney+ will reach between 230 million to 260 million subscriptions by fiscal 2024. Disney has three years to double its subscribers, but that should be an easy layup given that Disney has gotten this far without having deeply tapped the rich content pipeline it unveiled a year ago.Disney just began to tap into this pipeline in the last month. Remember, Disney previously announced 10 original series each from Marvel and Star Wars, along with 30 live-action shows from Disney animation and Pixar over the next few years. In November, Disney released Peter Jackson's Beatles documentary and Marvel's Hawkeye. But the big one was released on Dec. 29, a new Star Wars original series called The Book of Boba Fett.Disney is ending calendar 2021 with a bang, but there is much more on the way that could be explosive for subscriber growth.Disney's international plansDuring the Q4 earnings call in November, Disney CFO Christine McCarthy reminded investors that they don't expect \"[subscriber] growth will necessarily be linear from quarter-to-quarter.\" McCarthy is implying that subscription growth should follow the timing of new content releases.On this note, Disney is nearly doubling the amount of original content from its top brands in fiscal 2022. Much of this content will come later in the year, as McCarthy said, \"We expect Disney+ subscriber net adds in the second half of fiscal 2022 will be meaningfully higher than the first half of the year.\"Disney's previous guidance for spending on content production was between $8 billion to $9 billion by fiscal 2024. Management said that range will now be higher, as they ramp up spending on local and regional content.Disney is taking a page out of Netflix's playbook. The latter has expanded very successfully across international markets based on its focus on producing local language content. It's a bonus that some of these shows, such as La Casa de Papel (aka Money Heist) and Squid Game, have translated to high viewership in the U.S. and Canada too. Localized content can drive worldwide subscriber growth.Disney CEO Bob Chapek mentioned that the company has over 340 local original titles in various stages of development and production across its direct-to-consumer platforms, which would include Hulu and ESPN+. These are planned for release over the next few years.Streaming will add tremendous value to DisneyAdding all this up, the Disney+ service is clearly being undervalued by the market right now. The stock currently trades at just over 20 times Disney's peak earnings in fiscal 2018. But given Netflix's operating margin of 23.5%, Disney+ should be a major contributor to Disney's bottom line. Guidance still points to the service reaching profitability by fiscal 2024.Moreover, Chapek's background at Disney suggests investors should look forward to margin increases across the business over time. This top entertainment stock should bounce back in 2022.","news_type":1,"symbols_score_info":{"DIS":1}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}