Walt Disney Company (the) · NYSE:DIS
Walt Disney Company (the) — The Walt Disney Company — Investor Day (2014)
26 slides from Walt Disney Company (the)'s investor day presentation, 2014
Slide 1: John Wildhack, Rob King, John Kosner
JOHN WILDHACK Executive Vice President ESPN Programming & Production Syracuse Orange | Buffalo Bills ROB KING JOHN KOSNER Senior Vice President Executive Vice President ESPN SportsCenter & News ESPN Digital & Print Media Washington Redskins | Washington Nationals Stanford Cardinal | Phoenix Suns | S
Slide 2: Our Playbook
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Slide 3: Slide 3
Slide 4: DISNEY
DISNEY
Slide 5: Hannah Storm, Anchor
HANNAH STORM Anchor Notre Dame Fighting Irish
Slide 6: Vital Signs Are Robust
VITAL SIGNS ARE ROBUST 84% 88% 53M … watch SC in a week … say SC is a trusted … total downloads authority for covering sports
Slide 7: A Highly Desirable Audience
A HIGHLY DESIRABLE AUDIENCE SPORTSCENTER NATIONAL TV AVG. MEDIAN AGE 35 47 MEN 18 - 34 32% 8% MEDIAN INCOME $63,300 $48,100
Slide 8: If SC Were a Cable Network
IF SC WERE A CABLE NETWORK It Would Be the 5 Most-Watched th Network Among Men 18 - 34 1 2 3 4 5
Slide 9: SC Leads the Competition
SC LEADS THE COMPETITION Men 18 – 49 Total US Rating 0.9
Slide 10: SC Leads the Competition
SC LEADS THE COMPETITION Men 18 – 49 Total US Rating 0.11 0.06 0.05 0.04 0.03 0.48 0.03
Slide 11: The Undisputed Destination
THE UNDISPUTED DESTINATION 2013 WORLD SERIES POST-GAME COVERAGE ๏ FOX aired the final game of the World Series ๏ Following the game, VIEWERS Chose ESPN Over FS1 ๏ SportsCenter’s viewership was 9x LARGER than FOX Sports Live’s
Slide 12: The Undisputed Destination
0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 9:45 PM 9:47 PM 9:49 PM 9:51 PM 9:53 PM 9:55 PM 9:57 PM 9:59 PM end of action 10:01 PM 10:03 PM 10:05 PM 10:07 PM 10:09 PM 10:11 PM 10:13 PM 10:15 PM 10:17 PM 10:19 PM 10:21 PM 10:23 PM 10:25 PM FOX off air 10:27 PM 10:2
Slide 13: Power of SportsCenter
POWER OF SPORTSCENTER 15 Million People Watch Every Day Men 18-34 Viewed 62 Billion Minutes in 2013
Slide 14: Mike Tirico
MIKE TIRICO Monday Night Football Announcer Syracuse Orange | Detroit Tigers
Slide 15: America's Sports Page
CITIES: BOSTON CHICAGO DALLAS LOS ANGELES NEW YORK Final F/20T Firat Final Final Final Fina Final Final | Fnal DAL 105] ratL aaa] ruram 136] OU 200) dcr isa] rLaL 443] >wst ass] DKN 25] rer 100] TOR 92) Lay »CHA 91) ORL 86] >NEM 106) MIL 103) "MIN 130] >NO__105| »OKC_i12| SA__100| BOS. 102] CLE 134]
Slide 16: How We Super-Serve Fans
HOW WE SUPER-SERVE FANS ๏ @ Work:ESPN.com Desktop
Slide 17: How We Super-Serve Fans
HOW WE SUPER-SERVE FANS ๏ @ Work:ESPN.com Desktop ๏ @ Home: WatchESPN on the iPad
Slide 18: How We Super-Serve Fans
HOW WE SUPER-SERVE FANS ๏ @ Work:ESPN.com Desktop ๏ @ Home: WatchESPN on the iPad ๏ @ Starbucks: SportsCenter App
Slide 19: How We Super-Serve Fans
HOW WE SUPER-SERVE FANS ๏ @ Work:ESPN.com Desktop ๏ @ Home: WatchESPN on the iPad ๏ @ Starbucks: SportsCenter App ๏ On the Go: Mobile Alerts
Slide 20: How We Super-Serve Fans
HOW WE SUPER-SERVE FANS ๏ @ Work:ESPN.com Desktop ๏ @ Home: WatchESPN on the iPad ๏ @ Starbucks: SportsCenter App ๏ On the Go: Mobile Alerts ๏ In the Car: ESPNRadio.com
Slide 21: How We Super-Serve Fans
HOW WE SUPER-SERVE FANS ๏ @ Work:ESPN.com Desktop ๏ @ Home: WatchESPN on the iPad ๏ @ Starbucks: SportsCenter App ๏ On the Go: Mobile Alerts ๏ In the Car: ESPNRadio.com ๏ Max Scherzer at his friend’s wedding reception: WatchESPN on his phone
Slide 22: 5-Year Digital Growth
5-YEAR DIGITAL GROWTH Q4 2008 Q4 2013 Growth Monthly Unique Visitors 21M 67M 3x Monthly Total Visits 146M 763M 5x Monthly Total Minutes 1.2B 7.7B 6x
Slide 23: Extending Our Lead
EXTENDING OUR LEAD Q4 2008 Q4 2013 Share ESPN Share Share Change Rank Monthly Unique Visitors 27% 39% +12pt #1 Monthly Total Visits 22% 30% +8pt #1 Monthly Total Minutes 21% 34% +13pt #1
Slide 24: ESPN Digital Usage: Growing Mobile
ESPN DIGITAL USAGE: GROWING MOBILE As of January 2014 MOBILE 51% DESKTOP 49%
Slide 25: #1 and Extending Our Lead
#1 AND EXTENDING OUR LEAD Sports - Share of Average Minute Audience 40.0% 30.0% 20.0% 10.0% Q4'08 Q4'09 Q4'10 Q4'11 Q4'12 Q4'13 Q4’08-Q4’11 = comScore Media Metrix (PC only) | Q4’12-Q4’13 = comScore Multi-Platform (PC, Smartphone, Tablet) | Yahoo! Sports includes NBC Sports Network in Q4’13 | Bleach
Slide 26: Thursday, June 12 FIFA World Cup
US L FIFA WORLD CUP DISNEY