Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Walt Disney: Color on Quarter<ul><li><strong>RBC</strong> notes that Disney beat quarterly results on strong margins while the digital cable environment may be unfolding more quickly and favorably than they'd initially anticipated. This adds to their conviction in a DIS re-rating, which is why it's their top long among media stocks. Reiterate Outperform, $130 tgt. </li><li><strong>Stifel</strong> notes Disney reported ahead of consensus results, though the weaker than expected Cable contributions likely offsets investor enthusiasm regarding a beat at Parks and Broadcast. They found the commentary around reduced ad loads, DTC opportunities in sports and in kids and VMVPD distribution as highlighting both the opportunities afforded the premier content provider but at the same time indicative of the expansive manner in which SVOD has permanently changed consumer expectations and the challenges which the sector has in evolving to meet these changes given current distribution infrastructure contracts/investments. Remain Hold, $100 tgt.</li><li><strong>Needham</strong> notes that DIS's FY1Q17 revenue of $14.78B was down 3% y/y and 4% below their estimate. DIS's EPS was $1.55, down 5% y/y and 4% above their estimate. Key conference call points: 1) DIS's planned launch in 2017 of a direct-to-consumer sports service that will combine the digital sports rights of ESPN and BAM (pricing unclear so far): 2) new Avatar land in Animal Kingdom should drive Orlando parks attendance: 3) Tougher comps for Film and Parks (Easter shift) in FY2Q17: 4) Scatter prices 25% above up-fronts; and 5) consumer products comps should improve in 2H17, tied to Cars and Spiderman films. Remain Hold. </li><li><strong>FBR</strong> notes that DIS's F1Q17 was a little better than we feared, mainly because of impressive parks margins. Despite the headline EPS beat, their estimates are little changed, and their price target is unchanged, at $116.</li></ul><p><em>Shares of Disney are trading flat in the pre-market</em></p></td> </tr></table>"