DIS – The Walt Disney Company (NYSE)

The Star Wars success will definitely add over $1 billion of earnings when you factor in both studio performance and the consumer products division.

Cable isn’t dead, it’s declined but it will be around for a long time, but as you eluded to the content will find a way to be monetized, people aren’t watching less content they are watching more, the net gain from other growing platforms eg Netflix and even YouTube will offset declines in more traditional media.

But either way, Disney is super strong, and the success its content is key, and the success of Star Wars is not just going to guarantee 1 good studio year, but a long run of consumer product earnings, and related content.

Look at what frozen did, Star Wars will be much bigger

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