{"id":1925,"date":"2022-08-14T17:12:02","date_gmt":"2022-08-14T08:12:02","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1925"},"modified":"2022-08-14T17:12:02","modified_gmt":"2022-08-14T08:12:02","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%82%a6%e3%82%a9%e3%83%ab%e3%83%88%e3%83%bb%e3%83%87%e3%82%a3%e3%82%ba%e3%83%8b%e3%83%bc-dis2022%e5%b9%b4%e7%ac%ac3%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1925","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc (DIS)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc (DIS)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u597d\u6c7a\u7b97\u3067\u682a\u4fa1\u3082\u4e0a\u6607\u3057\u3066\u307e\u3059\u306d\u3002Disney+\u3082\u597d\u8abf\u3067\u4f1a\u54e1\u6570\u304c4\u301c6\u6708\u671f\u306b1440\u4e07\u4eba\u3068\u306f\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u3002\u30c7\u30a3\u30ba\u30cb\u30fc\u5168\u4f53\u3067\u306e\u4f1a\u54e1\u6570\u3067\u306fNetflix\u3092\u8d8a\u3048\u3066\u304a\u308a\u914d\u4fe1\u3082\u826f\u304f\u30d1\u30fc\u30af\u3084\u30af\u30eb\u30fc\u30ba\u3082\u597d\u8abf\u3067\u3059\u306e\u3067\u3053\u306e\u307e\u307e\u30c0\u30a6\u30f3\u30c8\u30ec\u30f3\u30c9\u3092\u7a81\u7834\u3057\u3066\u304f\u308c\u308b\u3068\u671f\u5f85\u3057\u3066\u307e\u3059\u3002<\/p>\n<div id=\"attachment_1926\" style=\"width: 1489px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1926\" class=\"wp-image-1926 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/DIS_2022-08-14_16-49-22.png\" alt=\"\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc (DIS)\u682a\u4fa1\" width=\"1479\" height=\"816\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/DIS_2022-08-14_16-49-22.png 1479w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/DIS_2022-08-14_16-49-22-300x166.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/DIS_2022-08-14_16-49-22-1024x565.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/DIS_2022-08-14_16-49-22-768x424.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/DIS_2022-08-14_16-49-22-940x519.png 940w\" sizes=\"auto, (max-width: 1479px) 100vw, 1479px\" \/><p id=\"caption-attachment-1926\" class=\"wp-caption-text\">\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc (DIS)\u682a\u4fa1<\/p><\/div>\n<p>\u524d\u56de\u306e<a href=\"https:\/\/1up-life.blog\/?p=1499\">2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f\u3053\u3061\u3089<\/a>\u3067\u3059\u3002<\/p>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc (DIS)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nAlexia Quadrani &#8212; Senior Vice President of Investor Relations<br \/>\nBob Chapek &#8212; Chief Executive Officer<br \/>\nChristine McCarthy &#8212; Senior Executive Vice President and Chief Financial Officer<br \/>\nDoug Mitchelson &#8212; Credit Suisse &#8212; Analyst<br \/>\nBen Swinburne &#8212; Morgan Stanley &#8212; Analyst<br \/>\nSteven Cahall &#8212; Wells Fargo Securities &#8212; Analyst<br \/>\nMichael Nathanson &#8212; MoffettNathanson &#8212; Analyst<br \/>\nJessica Reif &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nKutgun Maral &#8212; RBC Capital Markets &#8212; Analyst<br \/>\nKannan Venkateshwar &#8212; Barclays &#8212; Analyst<br \/>\nPhil Cusick &#8212; J.P. Morgan &#8212; Analyst<br \/>\nBrett Feldman &#8212; Goldman Sachs &#8212; Analyst<br \/>\nBryan Kraft &#8212; Deutsche Bank &#8212; Analyst<br \/>\nMore DIS analysis<\/p>\n<p>2022\u5e748\u670810\u65e5\u5348\u5f8c4\u664230\u5206<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc\u306e2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002[\u672c\u30a4\u30d9\u30f3\u30c8\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u306e\u3067\u3054\u6ce8\u610f\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3067\u306f\u3001\u4f1a\u8b70\u3092\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577\u306e\u30a2\u30ec\u30af\u30b7\u30a2\u30fb\u30af\u30a2\u30c9\u30e9\u30fc\u30cb\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30ec\u30af\u30b7\u30a2\u30fb\u30af\u30a2\u30c9\u30e9\u30fc\u30cb &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc\u306e2022\u5e74\u7b2c3\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u7686\u3055\u3093\u3092\u304a\u62db\u304d\u3067\u304d\u3066\u5149\u6804\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306f25\u5206\u307b\u3069\u524d\u306b\u51fa\u3055\u308c\u3001\u79c1\u305f\u3061\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8 www.disney.com\/investors \u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306f\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u3067\u884c\u308f\u308c\u3001\u30ea\u30d7\u30ec\u30a4\u3068\u30c8\u30e9\u30f3\u30b9\u30af\u30ea\u30d7\u30c8\u3082\u5f53\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u5165\u624b\u3067\u304d\u307e\u3059\u3002<br \/>\n\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u306f\u3001\u30c7\u30a3\u30ba\u30cb\u30fc\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3067\u3042\u308b\u30dc\u30d6\u30fb\u30c1\u30e3\u30da\u30c3\u30af\u3068\u3001\u4e0a\u7d1a\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc\u304c\u53c2\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u30dc\u30d6\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u7d9a\u3044\u3066\u3001\u7686\u3055\u3093\u304b\u3089\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30dc\u30d6\u306b\u96fb\u8a71\u3092\u56de\u3057\u3066\u59cb\u3081\u3066\u3082\u3089\u3044\u307e\u3057\u3087\u3046\u3002<br \/>\n\u30dc\u30d6\u30fb\u30c1\u30e3\u30da\u30c3\u30af &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30a2\u30ec\u30af\u30b7\u30a2\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4e16\u754c\u30af\u30e9\u30b9\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u30c6\u30ea\u30f3\u30b0\u3001\u56fd\u5185\u306e\u30c6\u30fc\u30de\u30d1\u30fc\u30af\u3067\u306e\u512a\u308c\u305f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30ea\u30cb\u30a2\u30c1\u30e3\u30f3\u30cd\u30eb\u304a\u3088\u3073ESPN+\u3067\u306e\u30e9\u30a4\u30d6\u30b9\u30dd\u30fc\u30c4\u8996\u8074\u306e\u5897\u52a0\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3067\u306e\u5927\u5e45\u306a\u52a0\u5165\u8005\u5897\u306b\u652f\u3048\u3089\u308c\u3001\u5f53\u56db\u534a\u671f\u306f1550\u4e07\u52a0\u5165\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002\u7b2c3\u56db\u534a\u671f\u672b\u73fe\u5728\u3001\u5f53\u793e\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306e\u7dcf\u52a0\u5165\u8005\u6570\u306f2\u51042,100\u4e07\u4eba\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u696d\u7e3e\u306f\u3001\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc\u72ec\u81ea\u306e\u591a\u69d8\u306a\u30d3\u30b8\u30cd\u30b9\u304c\u3001\u79c1\u305f\u3061\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u5f37\u5316\u3057\u3001\u696d\u754c\u3084\u6d41\u901a\u30c1\u30e3\u30cd\u30eb\u3092\u8d85\u3048\u305f\u6210\u9577\u6a5f\u4f1a\u3092\u6a21\u7d22\u3059\u308b\u80fd\u529b\u3092\u793a\u3057\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u304c\u696d\u7e3e\u306e\u8a73\u7d30\u3092\u8aac\u660e\u3057\u30012024\u5e74\u5ea6\u306eDisney+\u3078\u306e\u671f\u5f85\u306b\u3064\u3044\u3066\u3001\u3055\u3089\u306a\u308b\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u8996\u8074\u8005\u3068\u6df1\u3044\u611f\u60c5\u7684\u306a\u3064\u306a\u304c\u308a\u3092\u7bc9\u304f\u3001\u30af\u30ea\u30a8\u30a4\u30c6\u30a3\u30d6\u3067\u5353\u8d8a\u3057\u305f\u30b9\u30c8\u30fc\u30ea\u30fc\u30c6\u30ea\u30f3\u30b0\u304c\u3001\u79c1\u305f\u3061\u306e\u6210\u529f\u306e\u6839\u5e79\u3092\u306a\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u3001\u4e00\u822c\u7684\u306a\u30a8\u30f3\u30bf\u30fc\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3001\u30b9\u30dd\u30fc\u30c4\u306e\u3059\u3079\u3066\u306b\u304a\u3044\u3066\u3001\u79c1\u305f\u3061\u306e\u30af\u30ea\u30a8\u30a4\u30c6\u30a3\u30d6\u30fb\u30a8\u30f3\u30b8\u30f3\u304c\u3059\u3079\u3066\u306e\u30b7\u30ea\u30f3\u30c0\u30fc\u3092\u59cb\u52d5\u3055\u305b\u3066\u3044\u308b\u3053\u3068\u3092\u3001\u3046\u308c\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u30af\u30ea\u30a8\u30a4\u30c6\u30a3\u30d6\u30fb\u30c1\u30fc\u30e0\u306e\u6df1\u3055\u3001\u5e45\u5e83\u3055\u3001\u8cea\u306e\u9ad8\u3055\u3092\u8a3c\u660e\u3059\u308b\u3082\u306e\u3068\u3057\u3066\u3001\u4eca\u5e74\u306e\u30d7\u30e9\u30a4\u30e0\u30bf\u30a4\u30e0\u30fb\u30a8\u30df\u30fc\u8cde\u3067\u306f\u3001\u5f53\u793e\u306e\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c92\u3001\u3042\u308b\u30b8\u30e3\u30f3\u30eb\u306b\u304a\u3051\u308b\u6700\u512a\u79c0\u756a\u7d44\u8cde\u304c21\u3068\u3001\u5408\u308f\u305b\u3066147\u306e\u30ce\u30df\u30cd\u30fc\u30c8\u3092\u53d7\u3051\u307e\u3057\u305f\u3002<br \/>\n\u305d\u306e\u4e2d\u306b\u306f\u3001\u300cOnly Murders in the Building\u300d\u3001\u300cAbbott Elementary\u300d\u3001\u300cWhat We Do in the Shadows\u300d\u3001\u300cThe Dropout\u300d\u3068\u3044\u3063\u305f\u4f5c\u54c1\u304c\u30c7\u30a3\u30ba\u30cb\u30fc\u3001\u30de\u30fc\u30d9\u30eb\u3001\u30b9\u30bf\u30fc\u30fb\u30a6\u30a9\u30fc\u30ba\u306e\u4f5c\u54c1\u3068\u4e26\u3093\u3067\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u6700\u8fd1\u3067\u306f\u3001ABC News\u3001National Geographic\u3001FX\u3001Hulu\u3001ESPN\u3067\u3001\u30cb\u30e5\u30fc\u30b9\u304a\u3088\u3073\u30c9\u30ad\u30e5\u30e1\u30f3\u30bf\u30ea\u30fc\u306e\u30a8\u30df\u30fc\u8cde\u5019\u88dc71\u4f5c\u54c1\u304c\u8ffd\u52a0\u3067\u9078\u51fa\u3055\u308c\u307e\u3057\u305f\u3002\u6279\u8a55\u5bb6\u3084\u696d\u754c\u304b\u3089\u306e\u8a55\u4fa1\u306b\u52a0\u3048\u3001\u5f53\u793e\u306e\u4e00\u822c\u7684\u306a\u30a8\u30f3\u30bf\u30fc\u30c6\u30a4\u30e1\u30f3\u30c8\u4f5c\u54c1\u306b\u5bfe\u3059\u308b\u8996\u8074\u8005\u306e\u53cd\u5fdc\u306b\u611f\u6fc0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u53cd\u5fdc\u306f\u3001\u5f53\u793e\u306e\u30ea\u30cb\u30a2\u304a\u3088\u3073\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30fb\u30c1\u30e3\u30f3\u30cd\u30eb\u4e21\u65b9\u306e\u5f37\u307f\u3092\u6d3b\u304b\u3057\u3066\u30ea\u30fc\u30c1\u3092\u6700\u5927\u5316\u3059\u308b\u914d\u4fe1\u6226\u7565\u306b\u3088\u3063\u3066\u5f37\u5316\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002\u8996\u8074\u8005\u306b\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u5c4a\u3051\u308b\u65b9\u6cd5\u306f\u8907\u6570\u3042 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Man\u300d\u306e\u3088\u3046\u306b\u3001\u30ea\u30cb\u30a2\u3068\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u4e21\u65b9\u3067\u7570\u306a\u308b\u8996\u8074\u8005\u5c64\u306b\u30ea\u30fc\u30c1\u3059\u308b\u3053\u3068\u3067\u3001\u30de\u30eb\u30c1\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30d2\u30c3\u30c8\u4f5c\u306b\u306a\u3063\u305f\u3082\u306e\u3082\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u4e3b\u8981\u306a\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u95a2\u3057\u3066\u306f\u3001\u30c7\u30a3\u30ba\u30cb\u30fc\u3001\u30d4\u30af\u30b5\u30fc\u3001\u30de\u30fc\u30d9\u30eb\u3001\u30b9\u30bf\u30fc\u30fb\u30a6\u30a9\u30fc\u30ba\u306e\u30c1\u30fc\u30e0\u3092\u3053\u308c\u4ee5\u4e0a\u306a\u3044\u307b\u3069\u8a87\u308a\u306b\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u5927\u6210\u529f\u3092\u53ce\u3081\u305f\u300e\u30c9\u30af\u30bf\u30fc\u30fb\u30b9\u30c8\u30ec\u30f3\u30b8 \u30a4\u30f3\u30fb\u30b6\u30fb\u30de\u30eb\u30c1\u30d0\u30fc\u30b9\u30fb\u30aa\u30d6\u30fb\u30de\u30c3\u30c9\u30cd\u30b9\u300f\u306f\u3001\u5168\u4e16\u754c\u306710\u5104\u30c9\u30eb\u8fd1\u3044\u8208\u884c\u53ce\u5165\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u3057\u3066\u30017\u67088\u65e5\u306b\u521d\u516c\u958b\u3055\u308c\u305f\u300eThor: Love and Thunder\u300f\u306f\u3001\u5168\u4e16\u754c\u30677\u5104\u30c9\u30eb\u4ee5\u4e0a\u306e\u8208\u884c\u53ce\u5165\u3092\u4e0a\u3052\u3001\u300eThor\u300f\u30b7\u30ea\u30fc\u30ba\u306e\u56fd\u5185\u8208\u884c\u53ce\u5165\u3067\u6700\u9ad8\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30d4\u30af\u30b5\u30fc\u306e\u30e9\u30a4\u30c8\u30a4\u30e4\u30fc\u306f\u3001\u30b9\u30bf\u30b8\u30aa\u306e\u5927\u30b9\u30af\u30ea\u30fc\u30f3\u3078\u306e\u5fa9\u5e30\u4f5c\u3068\u306a\u308a\u3001\u3053\u306e\u6620\u753b\u306f\u5148\u9031Disney+\u3067\u30c7\u30d3\u30e5\u30fc\u3092\u679c\u305f\u3057\u307e\u3057\u305f\u3002\u5148\u65e553\u306e\u65b0\u5730\u57df\u3067\u30b9\u30bf\u30fc\u30c8\u3057\u3001\u73fe\u5728155\u306e\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u5229\u7528\u53ef\u80fd\u306aDisney+\u3068\u3044\u3048\u3070\u3001\u30aa\u30d3\uff1d\u30ef\u30f3\u30fb\u30b1\u30ce\u30fc\u30d3\u3084\u30df\u30b9\u30fb\u30de\u30fc\u30d9\u30eb\u3001\u305d\u3057\u3066\u30c7\u30a3\u30ba\u30cb\u30fc\u306e\u30c1\u30c3\u30d7\uff06\u30c7\u30fc\u30eb\u30fb\u30ec\u30b9\u30ad\u30e5\u30fc\u30ec\u30f3\u30b8\u30e3\u30fc\u3084\u30c7\u30a3\u30ba\u30cb\u30fc\u30cd\u30a4\u30c1\u30e3\u30fc\u306e\u30dd\u30fc\u30e9\u30fc\u30d9\u30a2\u3068\u3044\u3063\u305f\u9577\u7de8\u6620\u753b\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u5c64\u306b\u30a2\u30d4\u30fc\u30eb\u3059\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u30ea\u30ea\u30fc\u30b9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3054\u5b58\u77e5\u306e\u901a\u308a\u3001Disney+ 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Attorney at Law\u300d\u3001\u30eb\u30fc\u30ab\u30b9\u30d5\u30a3\u30eb\u30e0\u306e\u300cAndor\u300d\u3001\u30c7\u30a3\u30ba\u30cb\u30fc\u306e\u300cHocus Pocus 2\u300d\u306a\u3069\u306e\u4e3b\u8981\u4f5c\u54c1\u304c\u7d9a\u3005\u3068\u516c\u958b\u3055\u308c\u3001\u7d20\u6674\u3089\u3057\u3044Disney+\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u63c3\u3044\u307e\u3059\u3002\u307e\u305f\u30019\u67088\u65e5\u306b\u306f\u7b2c2\u56deDisney+ Day\u3092\u8fce\u3048\u3001\u30b7\u30ca\u30b8\u30fc\u30de\u30b7\u30f3\u5168\u4f53\u3067\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3053\u3068\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\nDisney+\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u6027\u8cea\u306b\u9451\u307f\u3001\u56fd\u969b\u7684\u306a\u97f3\u697d\u30bb\u30f3\u30bb\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308bBTS\u3092\u3053\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u8fce\u3048\u5165\u308c\u3001\u72ec\u5360\u7684\u306a\u30b7\u30cd\u30de\u30c6\u30a3\u30c3\u30af\u30b3\u30f3\u30b5\u30fc\u30c8\u30d5\u30a3\u30eb\u30e0\u3068\u30d0\u30f3\u30c9\u306e\u7d20\u6674\u3089\u3057\u3044\u65c5\u3092\u8ffd\u3063\u305f\u30c9\u30ad\u30e5\u30e1\u30f3\u30bf\u30ea\u30fc\u756a\u7d44\u3092\u304a\u5c4a\u3051\u3067\u304d\u308b\u3053\u3068\u3092\u5b09\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002BTS\u3068K-POP\u3068\u3044\u3046\u30b8\u30e3\u30f3\u30eb\u306f\u3001\u4e16\u754c\u7684\u306b\u5927\u304d\u306a\u9b45\u529b\u3068\u89aa\u548c\u6027\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u5f53\u793e\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30d5\u30a1\u30f3\u5c64\u3078\u306e\u30ea\u30fc\u30c1\u3092\u3055\u3089\u306b\u62e1\u5927\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u30a4\u30f3\u30c9\u3067\u6700\u3082\u4eba\u6c17\u306e\u3042\u308b\u30c8\u30fc\u30af\u756a\u7d44\u300cKoffee With Karan\u300d\u306e\u7b2c7\u30b7\u30fc\u30ba\u30f3\u3092Disney+ Hotstar\u3067\u72ec\u5360\u914d\u4fe1\u3059\u308b\u306a\u3069\u3001\u56fd\u969b\u7684\u306a\u30ed\u30fc\u30ab\u30eb\u30fb\u30aa\u30ea\u30b8\u30ca\u30eb\u756a\u7d44\u3078\u306e\u6295\u8cc7\u3092\u5f15\u304d\u7d9a\u304d\u5f37\u5316\u3057\u307e\u3059\u3002\u5287\u5834\u516c\u958b\u4f5c\u54c1\u3068\u3057\u3066\u306f\u3001\u5f85\u671b\u306e\u300cAvatar: The Way of Water\u300d\u3001\u6700\u65b0\u306e\u30a2\u30cb\u30e1\u30fc\u30b7\u30e7\u30f3\u6620\u753b\u300cStrange World\u300d\u3001\u30de\u30fc\u30d9\u30eb\u306e\u30d5\u30a7\u30a4\u30ba4\u6700\u7d42\u4f5c\u300cBlack Panther\u300d\u306a\u3069\u3001\u4eca\u5e74\u5f8c\u534a\u306b\u516c\u958b\u3055\u308c\u308b\u4f5c\u54c1\u304c\u5145\u5b9f\u3057\u3066\u3044\u307e\u3059\u3002\u30ef\u30ab\u30f3\u30c0\u30fb\u30d5\u30a9\u30fc\u30a8\u30d0\u30fc\u300f\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u6620\u753b\u306b\u5bfe\u3059\u308b\u8208\u596e\u306f\u7d20\u6674\u3089\u3057\u304f\u3001\u4e88\u544a\u7de8\u306f\u6700\u521d\u306e24\u6642\u9593\u30671\u51047\u5343\u4e07\u56de\u4ee5\u4e0a\u518d\u751f\u3055\u308c\u307e\u3057\u305f\u3002\u30b9\u30dd\u30fc\u30c4\u306b\u76ee\u3092\u5411\u3051\u308b\u3068 \u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u653e\u6620\u6a29\u53d6\u5f97\u306e\u5b9f\u7e3e\u306f\u3001\u5c06\u6765\u306b\u308f\u305f\u3063 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Hotstar\u306e2\u3064\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u5206\u3051\u3001\u3088\u308a\u8a73\u7d30\u306b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u304a\u4f1d\u3048\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30af\u30ed\u7684\u306a\u9006\u98a8\u306e\u5f71\u97ff\u3092\u9664\u304f\u3068\u30012024\u5e74\u5ea6\u672b\u306e\u30b3\u30a2Disney+\u306e\u52a0\u5165\u8005\u6570\u306f1\u51043500\u4e07\u4eba\u304b\u30891\u51046500\u4e07\u4eba\u3067\u3001\u3053\u308c\u306f\u4ee5\u524d\u767a\u8868\u3057\u305f\u30012024\u5e74\u306e\u975eHotstar Disney+\u52a0\u5165\u8005\u6570\u304c\u7dcf\u52a0\u5165\u8005\u65702\u51043000\u4e07\u4eba\u304b\u30892\u51046000\u4e07\u4eba\u306e\u7d0460\uff05\u304b\u308970\uff05\u3068\u3059\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u307b\u307c\u4e00\u81f4\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305f\u3060\u3057\u3001Disney+ Hotstar\u306b\u3064\u3044\u3066\u306f\u30012024\u5e74\u5ea6\u672b\u306e\u52a0\u5165\u8005\u6570\u3092\u6700\u59278,000\u4e07\u4eba\u307e\u3067\u3068\u3059\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u66f4\u65b0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u76ee\u6a19\u306f\u3001ICC\u3068BCCI\u306e\u30af\u30ea\u30b1\u30c3\u30c8\u653e\u6620\u6a29\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u304c\u5b8c\u4e86\u3059\u308c\u3070\u3001\u30a4\u30f3\u30c9\u3067\u306e\u52a0\u5165\u8005\u6570\u304c\u3088\u308a\u660e\u78ba\u306b\u306a\u308b\u305f\u3081\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u6539\u5584\u3057\u3066\u3044\u304f\u4e88\u5b9a\u3067\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u6700\u8fd1\u3001\u30a4\u30f3\u30c9\u30fb\u30d7\u30ec\u30df\u30a2\u30ea\u30fc\u30b0\u306e\u30c7\u30b8\u30bf\u30eb\u914d\u4fe1\u306e\u6a29\u5229\u3092\u9032\u3081\u306a\u3044\u3068\u3044\u3046\u898f\u5f8b\u3042\u308b\u6c7a\u5b9a\u3092\u4e0b\u3057\u307e\u3057\u305f\u304c\u3001\u4eca\u56de\u306e\u6a29\u5229\u306b\u3064\u3044\u3066\u3082\u540c\u69d8\u306e\u898f\u5f8b\u3092\u3082\u3063\u3066\u8a55\u4fa1\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u4eca\u65e5\u3053\u3053\u306b\u3044\u308b\u79c1\u305f\u3061\u306f\u30012024\u5e74\u5ea6\u306bDisney+\u304c\u9ed2\u5b57\u5316\u3059\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30c6\u30f3\u30c8\u30dd\u30fc\u30eb\u30fb\u30aa\u30ea\u30b8\u30ca\u30eb\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u5b89\u5b9a\u3057\u305f\u30ea\u30ea\u30fc\u30b9\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u7dcf\u5408\u30a8\u30f3\u30bf\u30fc\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3068\u6d77\u5916\u30ed\u30fc\u30ab\u30eb\u30fb\u30aa\u30ea\u30b8\u30ca\u30eb\u306e\u914d\u4fe1\u3001\u305d\u3057\u3066\u672c\u65e5\u767a\u8868\u3057\u305f\u65b0\u3057\u3044\u4fa1\u683c\u4f53\u7cfb\u306b\u52a0\u3048\u3001\u5e83\u544a\u4ed8\u304d\u30c6\u30a3\u30a2\u306e\u958b\u59cb\u306a\u3069\u3001\u4eca\u5f8c\u306e\u3044\u304f\u3064\u304b\u306e\u30ab\u30bf\u30ea\u30b9\u30c8\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30a2\u30ec\u30af\u30b7\u30a2\u306b\u4ee3\u308f\u3063\u3066\u3001\u3054\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30ec\u30af\u30b7\u30a2\u30fb\u30af\u30a2\u30c9\u30e9\u30fc\u30cb &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30fc\u30f3\u3002[\u305d\u308c\u3067\u306f\u3001\u6700\u521d\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hh6 main-c main-bdr\"><span class=\"big\"><strong>\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n[\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30c0\u30b0\u30fb\u30df\u30c3\u30c1\u30a7\u30eb\u30bd\u30f3\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Doug Mitchelson &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4e00\u3064\u8cea\u554f\u3067\u3059\u304c\u3001\u805e\u304d\u305f\u3044\u3053\u3068\u304c\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3057\u305f\u3002Hotstar\u3068\u30b3\u30a2\u30c7\u30a3\u30ba\u30cb\u30fc\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5206\u3051\u3066\u8003\u3048\u3066\u304f\u308c\u3066\u3044\u308b\u306e\u306f\u3042\u308a\u304c\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u3053\u306e\u56db\u534a\u671f\u306f\u30d1\u30fc\u30af\u304c\u5370\u8c61\u7684\u3067\u3057\u305f\u306d\u3002\u305d\u3057\u3066\u3001\u9700\u8981\u304c\u30b7\u30d5\u30c8\u3057\u305f\u5834\u5408\u306e\u30ec\u30d0\u30fc\u306e\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u4f1a\u793e\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u308b\u30da\u30f3\u30c8\u30a2\u30c3\u30d7\u9700\u8981\u3092\u30d1\u30fc\u30af\u306e\u6642\u70b9\u3067\u6e80\u305f\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u4eca\u5f8c\u306b\u3064\u3044\u3066\u306f\u3001\u6bd4\u8f03\u7684\u901a\u5e38\u306e\u50be\u5411\u3067\u3042\u308b\u3068\u898b\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u56fd\u5185\u3068\u6d77\u5916\u3067\u306f\u7570\u306a\u308b\u7b54\u3048\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30fc\u30f3\u3001\u3082\u3057\u30d1\u30fc\u30af\u3067\u9700\u8981\u304c\u5909\u5316\u3057\u305f\u5834\u5408\u306e\u30ec\u30d0\u30fc\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u5177\u4f53\u7684\u306a\u8aac\u660e\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p class=\"hh hha\">\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc &#8212; \u4e0a\u5e2d\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30c0\u30b0\u3001\u3042\u308a\u304c\u3068\u3046\u3002\u5f53\u793e\u306e\u30d1\u30fc\u30af\u306f\u78ba\u304b\u306b\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u3067\u3057\u305f\u3002\u30d1\u30fc\u30af\u30c1\u30fc\u30e0\u306f\u30b8\u30e7\u30b7\u30e5\u30fb\u30c0\u30de\u30ed\u7387\u3044\u308b\u30c1\u30fc\u30e0\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u305fCOVID\u306e\u5371\u6a5f\u3092\u4e57\u308a\u5207\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u3068\u7533\u3057\u4e0a\u3052\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u975e\u5e38\u306b\u6bb5\u968e\u7684\u306b\u56de\u5fa9\u671f\u306b\u5165\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u73fe\u5728\u3067\u306f\u6210\u9577\u8ecc\u9053\u306b\u4e57\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u74b0\u5883\u306b\u5fdc\u3058\u3066\u975e\u5e38\u306b\u7570\u306a\u308b\u8996\u70b9\u304b\u3089\u7d4c\u55b6\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3001\u4e09\u62cd\u5b50\u305d\u308d\u3063\u305f\u30c1\u30fc\u30e0\u3067\u3042\u308b\u3053\u3068\u3092\u8a55\u4fa1\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u9700\u8981\u306e\u30ec\u30d0\u30fc\u306b\u95a2\u9023\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u3067\u304d\u308b\u3053\u3068\u306e\u3044\u304f\u3064\u304b\u306f\u3001\u30c0\u30b0\u3001\u79c1\u305f\u3061\u306e\u3044\u304f\u3064\u304b\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u6301\u3063\u3066\u3044\u308b\u5e74\u9593\u30d1\u30b9\u306e\u6570\u3092\u5236\u9650\u3057\u305f\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u5e74\u9593\u30d1\u30b9\u306b\u306f\u3001\u6700\u9ad8\u30e9\u30f3\u30af\u306e\u5e74\u9593\u30d1\u30b9\u3092\u9664\u3044\u3066\u3001\u3059\u3079\u3066\u4f55\u3089\u304b\u306e\u7279\u5178\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u30d6\u30e9\u30c3\u30af\u30a2\u30a6\u30c8\u306e\u65e5\u4ed8\u304c\u3064\u3044\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u9700\u8981\u304c\u6e1b\u3063\u3066\u3044\u308b\u5206\u3001\u305d\u308c\u3092\u7de9\u548c\u3057\u3066\u3001\u3088\u308a\u591a\u304f\u306e\u4eba\u306b\u30d1\u30fc\u30af\u3092\u697d\u3057\u3093\u3067\u3082\u3089\u3044\u3001\u6ede\u5728\u4e2d\u306b\u304a\u91d1\u3092\u4f7f\u3063\u3066\u3082\u3089\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u9700\u8981\u306b\u95a2\u3057\u3066\u306f\u3001\u307e\u3060\u5168\u304f\u8870\u3048\u3092\u611f\u3058\u307e\u305b\u3093\u3002\u4e88\u7d04\u306e\u53d6\u308c\u306a\u3044\u65e5\u304c\u307e\u3060\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u304c\u304a\u5ba2\u69d8\u306b\u63d0\u4f9b\u3059\u308b\u4e88\u7d04\u6570\u3092\u8d85\u3048\u308b\u9700\u8981\u304c\u307e\u3060\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30ec\u30af\u30b7\u30a2\u30fb\u30af\u30a2\u30c9\u30e9\u30fc\u30cb &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u304b\u3089\u30d9\u30f3\u30fb\u30b9\u30a6\u30a3\u30f3\u30d0\u30fc\u30f3\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Ben Swinburne &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>Bob: \u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u9867\u5ba2\u30d9\u30fc\u30b9\u306b\u95a2\u3059\u308b\u8abf\u67fb\u3084\u6d1e\u5bdf\u304c\u3001\u5024\u4e0a\u3052\u306e\u6c7a\u5b9a\u8981\u56e0\u306b\u306a\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u5024\u4e0a\u3052\u3092\u5b9f\u65bd\u3057\u3066\u3082\u7d14\u5897\u6570\u3092\u305d\u308c\u307b\u3069\u6e1b\u3089\u3055\u305a\u3001\u89e3\u7d04\u7387\u3082\u6025\u4e0a\u6607\u3059\u308b\u3088\u3046\u306a\u3001\u30d1\u30fc\u30bb\u30f3\u30c6\u30fc\u30b8\u30d9\u30fc\u30b9\u3067\u306f\u304b\u306a\u308a\u5927\u304d\u306a\u5024\u4e0a\u3052\u3092\u884c\u3046\u3053\u3068\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u8a71\u3057\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u6765\u5e74\u3001\u6d88\u8cbb\u8005\u304c\u652f\u6255\u3046\u3053\u3068\u306b\u306a\u308b\u5024\u4e0a\u3052\u5f8c\u306e\u88fd\u54c1\u304c\u3001\u4eca\u5e74\u3068\u6bd4\u8f03\u3057\u3066\u3069\u3046\u306a\u308b\u306e\u304b\u3001\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u7c73\u56fd\u5916\u3067\u3082\u540c\u69d8\u306e\u4fa1\u683c\u6539\u5b9a\u3092\u884c\u3046\u4e88\u5b9a\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p class=\"hh hha\">\u30dc\u30d6\u30fb\u30c1\u30e3\u30da\u30c3\u30af &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u305f\u3081\u306e\u3059\u3079\u3066\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3044\u3066\u3001\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u4fa1\u683c\u3067\u767a\u58f2\u3057\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u304c\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306e\u30d9\u30b9\u30c8\u30d0\u30ea\u30e5\u30fc\u3067\u3042\u308b\u3053\u3068\u306f\u5bb9\u6613\u306b\u3054\u7406\u89e3\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u6700\u521d\u306e\u30b5\u30fc\u30d3\u30b9\u958b\u59cb\u4ee5\u6765\u3001\u3054\u5b58\u77e5\u306e\u901a\u308a\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u591a\u5927\u306a\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u304d\u307e\u3057\u305f\u3002\u904e\u53bb2\u5e74\u534a\u306e\u6295\u8cc7\u306e\u5897\u52a0\u306f\u3001\u975e\u5e38\u306b\u826f\u3044\u4fa1\u683c\u5e2f\u3068\u6bd4\u8f03\u3057\u3066\u306e\u3082\u306e\u3067\u3042\u308a\u3001\u4fa1\u683c\u7684\u306a\u4fa1\u5024\u306f\u5341\u5206\u306b\u3042\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u7d50\u679c\u3001\u89e3\u7d04\u7387\u306b\u9577\u671f\u7684\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306f\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u6700\u8fd1ESPN+\u3092\u5927\u5e45\u306b\u5897\u3084\u3057\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u3068\u307e\u3063\u305f\u304f\u540c\u3058\u3067\u3001\u89e3\u7d04\u7387\u306b\u306f\u307e\u3063\u305f\u304f\u5f71\u97ff\u304c\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u3001\u4fa1\u683c\u30d0\u30ea\u30e5\u30fc\u306e\u4f59\u5730\u306f\u307e\u3060\u5341\u5206\u306b\u6b8b\u3063\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Alexia Quadrani &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30b9\u30c6\u30a3\u30fc\u30d6\u30f3\u30fb\u30ab\u30db\u30fc\u30eb\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Steven Cahall &#8212; Wells Fargo Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002DPEP\u306e\u30de\u30fc\u30b8\u30f3\u306f\u5b9f\u306b\u898b\u4e8b\u306a\u3082\u306e\u3067\u3057\u305f\u3002\u6d77\u5916\u304b\u3089\u306e\u89b3\u5149\u5ba2\u306b\u3064\u3044\u3066\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u50be\u5411\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u4e0b\u534a\u671f\u306b\u5165\u308a\u6d77\u5916\u304b\u3089\u306e\u65c5\u884c\u8005\u304c\u5897\u3048\u308b\u306b\u3064\u308c\u3066\u3001\u4e00\u4eba\u5f53\u305f\u308a\u306e\u5358\u4fa1\u3084\u30db\u30c6\u30eb\u306e\u7a3c\u50cd\u7387\u306b\u8ffd\u3044\u98a8\u3068\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p class=\"hh hha\">\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc &#8212; \u4e0a\u5e2d\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u308c\u306f\u79c1\u304c\u627f\u308a\u307e\u3059\u3002DPEP\u30de\u30fc\u30b8\u30f3\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3057\u305f\u3002\u79c1\u305f\u3061\u304c\u898b\u3066\u304d\u305f\u3053\u3068\u306e1\u3064\u306f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u9593\u3001\u4e3b\u306b\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc\u30fb\u30ef\u30fc\u30eb\u30c9\u306e\u56fd\u5185\u30d1\u30fc\u30af\u3078\u306e\u6d77\u5916\u304b\u3089\u306e\u8a2a\u554f\u306f\u57fa\u672c\u7684\u306b\u7686\u7121\u3060\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u300117\uff05\u300118\uff05\u304b\u308920\uff05\u53f0\u524d\u534a\u3068\u3044\u3046\u3001\u79c1\u305f\u3061\u304c\u304a\u4f1d\u3048\u3057\u3066\u3044\u308b\u5f93\u6765\u306e\u7bc4\u56f2\u3092\u307e\u3060\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6d77\u5916\u304b\u3089\u306e\u30b2\u30b9\u30c8\u306f\u30d1\u30fc\u30af\u306b\u9577\u304f\u6ede\u5728\u3059\u308b\u50be\u5411\u304c\u3042\u308a\u3001\u6ede\u5728\u4e2d\u306e\u6d88\u8cbb\u984d\u3082\u591a\u3044\u306e\u3067\u3001\u5b8c\u5168\u306b\u623b\u308c\u3070\u3001\u5229\u76ca\u7387\u306b\u30d7\u30e9\u30b9\u306b\u306a\u308b\u3068\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Alexia Quadrani &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001MoffettNathanson\u306e\u30de\u30a4\u30b1\u30eb\u30fb\u30cd\u30fc\u30b5\u30f3\u30bd\u30f3\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">\u30de\u30a4\u30b1\u30eb\u30fb\u30cd\u30fc\u30b5\u30f3\u30bd\u30f3 &#8212; \u30e2\u30d5\u30a7\u30c3\u30c8\u30cd\u30fc\u30b5\u30f3\u30bd\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Disney+\u306e\u5e83\u544a\u30d7\u30ed\u30c0\u30af\u30c8\u306b\u3064\u3044\u3066\u5c11\u3057\u6398\u308a\u4e0b\u3052\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u5e83\u544a\u306a\u3057\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u3068\u5e83\u544a\u30d7\u30ed\u30c0\u30af\u30c8\u306e\u9593\u306b3\u30c9\u30eb\u306e\u5dee\u304c\u3042\u308b\u3068\u3057\u3066\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u3054\u3068\u306e\u5e83\u544a\u30ed\u30fc\u30c9\u307e\u305f\u306f\u30de\u30cd\u30bf\u30a4\u30ba\u306e\u898b\u8fbc\u307f\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u30de\u30cd\u30bf\u30a4\u30ba\u306e\u898b\u8fbc\u307f\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3088\u3046\u306a\u3053\u3068\u3092\u9577\u5e74\u306b\u308f\u305f\u3063\u3066Hulu\u304b\u3089\u5b66\u3093\u3067\u304d\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p class=\"hh hha\">\u30dc\u30d6\u30fb\u30c1\u30e3\u30da\u30c3\u30af &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3054\u5b58\u77e5\u306e\u901a\u308a\u3001\u79c1\u305f\u3061\u306fHulu\u3067\u591a\u304f\u306e\u7d4c\u9a13\u3092\u7a4d\u307f\u3001Hulu\u3067\u591a\u304f\u306e\u6210\u529f\u3092\u53ce\u3081\u3066\u304d\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u5e83\u544a\u306e\u8ca0\u8377\u3068\u3044\u3046\u70b9\u3067\u5e02\u5834\u304c\u3069\u306e\u7a0b\u5ea6\u307e\u3067\u8010\u3048\u3089\u308c\u308b\u304b\u3092\u898b\u308b\u3068\u3044\u3046\u70b9\u3067\u3001\u6211\u3005\u306f\u8d70\u308b\u524d\u306b\u6b69\u3044\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u6700\u521d\u306e\u3046\u3061\u306f\u975e\u5e38\u306b\u4fdd\u5b88\u7684\u306b\u3084\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u5148\u3001\u304a\u305d\u3089\u304f\u3082\u3063\u3068\u7a76\u6975\u306e\u5f3e\u529b\u6027\u304c\u51fa\u3066\u304f\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306fDisney+\u306e\u5e83\u544a\u968e\u5c64\u3092\u7acb\u3061\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u79c1\u305f\u3061\u304c\u6301\u3064\u3053\u308c\u3089\u8907\u6570\u306e\u4fa1\u683c\u5e2f\u3092\u901a\u3058\u3066\u8996\u8074\u8005\u306e\u30a2\u30af\u30bb\u30b9\u3092\u62e1\u5927\u3067\u304d\u308b\u3053\u3068\u306b\u3001\u672c\u5f53\u306b\u308f\u304f\u308f\u304f\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30fc\u30f3\u304c\u8a00\u53ca\u3057\u305f\u3088\u3046\u306b\u3001Disney+\u306e\u30ed\u30fc\u30f3\u30c1\u4ee5\u964d\u3001\u5e83\u544a\u9700\u8981\u306f\u7d20\u6674\u3089\u3057\u3044\u3082\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u79c1\u305f\u3061\u306f\u3001\u5e83\u544a\u8ca0\u8377\u306e\u70b9\u3067\u4fdd\u5b88\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u53d6\u308b\u3053\u3068\u3067\u3001\u5fc5\u8981\u306a\u5834\u5408\u306b\u62e1\u5f35\u3059\u308b\u80fd\u529b\u3092\u4e0e\u3048\u3001\u4ed6\u306e\u65b9\u6cd5\u3092\u53d6\u308b\u5fc5\u8981\u304c\u306a\u3044\u3001\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p class=\"hh hha\">\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc &#8212; \u4e0a\u5e2d\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3082\u30461\u3064\u4ed8\u3051\u52a0\u3048\u308b\u3068\u3059\u308c\u3070\u3001Hulu\u306e\u7d4c\u9a13\u306b\u57fa\u3065\u3044\u3066\u3001\u5e83\u544a\u306a\u3057\u306e\u73fe\u5728\u306e\u52a0\u5165\u8005\u3067\u3042\u3063\u3066\u3082\u3001\u5e83\u544a\u4ed8\u304d\u306e\u540c\u3058\u4fa1\u683c\u5e2f\u306b\u3068\u3069\u307e\u308b\u3053\u3068\u3092\u9078\u629e\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u3001Hulu\u306e\u5e83\u544a\u4ed8\u304d\u30c6\u30a3\u30a2\u306f\u3001\u5e83\u544a\u306a\u3057\u306e\u30c6\u30a3\u30a2\u3088\u308a\u3082\u52a0\u5165\u8005\u304c\u591a\u3044\u306e\u3067\u3059\u3002\u5b9f\u969b\u3001\u7d043\u5206\u306e2\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u3066\u3044\u307e\u3059\u3002\u30c7\u30a3\u30ba\u30cb\u30fc\uff0b\u3068Hulu\u3067\u306f\u52a0\u5165\u8005\u5c64\u304c\u9055\u3046\u306e\u3067\u3001\u307e\u3063\u305f\u304f\u540c\u3058\u52d5\u304d\u3092\u3059\u308b\u3068\u306f\u601d\u3048\u307e\u305b\u3093\u304c\u3001\u3053\u308c\u304c\u79c1\u305f\u3061\u304c\u6301\u3063\u3066\u3044\u308b\u6700\u9ad8\u306e\u6307\u6a19\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u5e83\u544a\u30c6\u30a3\u30a2\u304c\u4eba\u6c17\u3092\u535a\u3059\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u5e83\u544a\u306a\u3057\u306e\u72b6\u614b\u3092\u7dad\u6301\u3057\u305f\u3044\u3068\u8003\u3048\u308b\u4eba\u3082\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Alexia Quadrani &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001Bank of America\u306eJessica Reif Ehrlich\u304b\u3089\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Jessica Reif &#8212; \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5c11\u3057\u8a71\u3092\u30b9\u30dd\u30fc\u30c4\u306b\u5909\u3048\u307e\u3059\u3002NBA\u306e\u30ea\u30cb\u30e5\u30fc\u30a2\u30eb\u306e\u69cb\u9020\u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u306a\u308b\u304b\u3001\u304a\u8003\u3048\u3092\u805e\u304b\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u306f\u7570\u306a\u308b\u3082\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u904e\u53bb\u306b\u306f\u30b9\u30dd\u30fc\u30c4\u30d9\u30c3\u30c6\u30a3\u30f3\u30b0\u3078\u306e\u53c2\u52a0\u306b\u3064\u3044\u3066\u3082\u8a00\u53ca\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u3042\u306a\u305f\u306f\u6700\u9ad8\u306e\u30d6\u30e9\u30f3\u30c9\u540d\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3042\u306a\u305f\u304c\u8003\u3048\u3066\u3044\u308b\u3053\u3068\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u3044\u304f\u3064\u304b\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u5bfe\u3059\u308b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u3002\u65b0\u3057\u3044\u30af\u30eb\u30fc\u30ba\u8239\u3092\u5c31\u822a\u3055\u305b\u307e\u3057\u305f\u304c\u3001\u30af\u30eb\u30fc\u30ba\u306e\u9700\u8981\u5168\u4f53\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n<p class=\"hh hha\">\u30dc\u30d6\u30fb\u30c1\u30e3\u30da\u30c3\u30af &#8212; 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class=\"hh hha\">\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc &#8212; 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&#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fRBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30de\u30fc\u30b1\u30c3\u30c4\u306e\u30af\u30c8\u30b0\u30f3\u30fb\u30de\u30e9\u30eb\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Kutgun Maral &#8212; RBC Capital Markets &#8212; 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class=\"hh hha\">Bob Chapek &#8212; 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&#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u6d3b\u52d5\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30ab\u30f3\u30ca\u30f3\u30fb\u30f4\u30a7\u30f3\u30ab\u30c6\u30b7\u30e5\u30ef\u30eb\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Kannan Venkateshwar &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; 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Ten\u3082\u9055\u3046\u65b9\u5411\u306b\u5411\u304b\u3063\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u3002<\/p>\n<p>\u30b9\u30dd\u30fc\u30c4\u3092\u6226\u7565\u7684\u306b\u8003\u3048\u308b\u3068\u304d\u3001\u30b3\u30fc\u30c9\u30ab\u30c3\u30c8\u304c\u69cb\u9020\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u9577\u671f\u7684\u306b\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002ESPN\u3092\u6240\u6709\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u304b\u3001\u30b9\u30dd\u30fc\u30c4\u30fb\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u306b\u3082\u3063\u3068\u5927\u304d\u304f\u53c2\u5165\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u304b\u3001\u3082\u3063\u3068\u305f\u304f\u3055\u3093\u6295\u8cc7\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u304b\u3002\u3064\u307e\u308a\u3001\u65b9\u5411\u6027\u3068\u3057\u3066\u306f\u3001\u660e\u3089\u304b\u306b\u6b63\u53cd\u5bfe\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3042\u306a\u305f\u304c\u30b9\u30dd\u30fc\u30c4\u3092\u3088\u308a\u5e83\u3044\u7bc4\u56f2\u3067\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3092\u77e5\u308b\u3053\u3068\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u5e83\u544a\u306e\u9762\u3067\u306f\u3001Disney+\u306b\u3064\u3044\u3066\u3088\u308a\u5927\u304d\u306a\u8996\u70b9\u3067\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u52a0\u5165\u8005\u30d9\u30fc\u30b9\u304b\u3089\u898b\u308b\u3068\u3001Disney+\u306f\u56fd\u5185\u3067\u306fHulu\u3068\u540c\u7b49\u3067\u3001\u30c6\u30ec\u30d3\u306e\u6a5f\u4f1a\u306b\u95a2\u3057\u3066\u306f\u7c73\u56fd\u304c\u6700\u5927\u306e\u5e83\u544a\u5e02\u5834\u3067\u3059\u3002<\/p>\n<p>\u30c7\u30a3\u30ba\u30cb\u30fc\uff0b\u306e\u5e83\u544a\u306e\u898f\u6a21\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u79c1\u305f\u3061\u304c\u8003\u3048\u308b\u3079\u304d\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306fHulu\u306a\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u56fd\u969b\u7684\u306a\u898f\u6a21\u3067\u3042\u308b\u305f\u3081\u30c7\u30a3\u30ba\u30cb\u30fc\uff0b\u306f\u3082\u3063\u3068\u5927\u304d\u304f\u306a\u308c\u308b\u306e\u304b\u3001CPM\u306f\u3059\u3079\u3066\u7c73\u56fd\u5916\u3067\u306f\u3082\u3063\u3068\u4f4e\u3044\u306e\u304b\u3001\u3082\u3057\u3053\u306e\u6a5f\u4f1a\u306e\u898f\u6a21\u306b\u3064\u3044\u3066\u79c1\u305f\u3061\u3092\u52a9\u3051\u3066\u304f\u308c\u308b\u306a\u3089\u3001\u305d\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3057\u3087\u3046\u3002<\/p>\n<p class=\"hh hha\">Bob Chapek &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30b9\u30dd\u30fc\u30c4\u306e\u6226\u7565\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u8996\u8074\u7387\u3068\u3044\u3046\u70b9\u3067\u30d1\u30ef\u30fc\u30b9\u30dd\u30fc\u30c4\u306b\u9b45\u4e86\u3055\u308c\u7d9a\u3051\u3066\u3044\u307e\u3059\u3057\u3001\u7279\u306b\u5e83\u544a\u306e\u3088\u3046\u306a\u4e16\u754c\u3067\u306f\u3001\u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306b\u4ed8\u52a0\u4fa1\u5024\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u5f53\u793e\u306f\u30ea\u30cb\u30a2\u3067\u5f37\u529b\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u5f97\u3066\u304a\u308a\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3078\u306e\u5927\u898f\u6a21\u306a\u6295\u8cc7\u3092\u884c\u3046\u4f01\u696d\u306e\u652f\u6255\u3044\u306b\u5f79\u7acb\u3063\u3066\u3044\u307e\u3059\u3057\u3001DTC\u306e\u6210\u9577\u3068\u62e1\u5927\u3068\u3044\u3046\u63d0\u6848\u3082\u6c17\u306b\u5165\u3063\u3066\u3044\u307e\u3059\u3002\u6a29\u5229\u306e\u9762\u3067\u306f\u3001\u5927\u5b66\u306e\u6a29\u5229\u306b\u6ce8\u76ee\u3059\u308b\u3068\u3001SEC\u3001ACC\u3001Pac-12\u3001Big12\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30d3\u30c3\u30b012\u3082\u3042\u308a\u307e\u3059\u3002\u30d7\u30ec\u30fc\u30aa\u30d5\u3082\u3042\u308a\u307e\u3059\u3002\u6700\u3082\u5305\u62ec\u7684\u306a\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3059\u3079\u3066\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u6a29\u5229\u3092\u5f97\u3089\u308c\u306a\u304b\u3063\u305f\u3068\u3057\u3066\u3082\u3001\u305d\u308c\u304c\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u6c7a\u3057\u3066\u5236\u9650\u306b\u306a\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u5168\u54e1\u304c\u6e96\u5099\u3057\u3066\u3044\u308b\u306e\u306f\u3001ESPN\u304c\u5c06\u6765\u3001\u6d88\u8cbb\u8005\u306b\u76f4\u63a5\u3001\u3064\u307e\u308a\u672c\u5f53\u306e\u610f\u5473\u3067\u30c0\u30a4\u30ec\u30af\u30c8\u30fb\u30c8\u30a5\u30fb\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u3068\u3057\u3066\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u306a\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u8003\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u73fe\u5728\u306e\u30ea\u30cb\u30a2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304b\u3089\u5f97\u3089\u308c\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u65e9\u6025\u306b\u4e2d\u65ad\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u5c06\u6765\u306b\u5411\u3051\u3066\u7a4d\u6975\u7684\u306b\u6e96\u5099\u3092\u9032\u3081\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u3053\u3053\u6570\u5e74\u3001\u65b0\u305f\u306b\u7372\u5f97\u3057\u305f\u6a29\u5229\u306b\u3064\u3044\u3066\u306f\u3001\u6a29\u5229\u5951\u7d04\u306b\u67d4\u8edf\u6027\u3092\u6301\u305f\u305b\u308b\u3088\u3046\u4ea4\u6e09\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u30b9\u30dd\u30fc\u30c4\u306b\u5bfe\u3057\u3066\u307e\u3060\u5f37\u6c17\u3067\u3059\u3002<\/p>\n<p>ESPN\u306eDTC\u304c\u6700\u7d42\u7684\u306b\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u306a\u308b\u304b\u306b\u3064\u3044\u3066\u306f\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u81ea\u7531\u5ea6\u304c\u3042\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002ESPN+\u300d\u3067\u3053\u308c\u307e\u3067\u884c\u3063\u3066\u304d\u305f\u3053\u3068\u3092\u975e\u5e38\u306b\u8a87\u308a\u306b\u601d\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u3060\u304b\u3089\u3068\u3044\u3063\u3066\u3001\u5c06\u6765\u7684\u306b\u771f\u306eESPN DTC\u306e\u63d0\u6848\u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u306a\u308b\u304b\u3092\u60f3\u50cf\u3059\u308b\u306e\u306f\u96e3\u3057\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n<p class=\"hh hha\">\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc\uff08Christine McCarthy\uff09\uff1a\u4e0a\u7d1a\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>Kannan\u3001\u5e83\u544a\u306b\u95a2\u3059\u308b\u3054\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6700\u8fd1\u3001\u5e83\u544a\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3064\u3044\u3066\u591a\u304f\u306e\u8a18\u4e8b\u304c\u66f8\u304b\u308c\u3066\u3044\u308b\u3053\u3068\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3066\u3001Disney+ AVOD\u3068\u305d\u306e\u898f\u6a21\u306b\u3064\u3044\u3066\u306e\u3054\u8cea\u554f\u3067\u3059\u304c\u3001\u307e\u305a\u3001\u30dc\u30d6\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u4eca\u5e74\u306e\u5f8c\u534a\u300112\u67088\u65e5\u306b\u30ed\u30fc\u30f3\u30c1\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u4f8b\u3048\u3070Hulu\u3088\u308a\u3082\u4f4e\u3044\u5e83\u544a\u8ca0\u8377\u3068\u4f4e\u3044\u983b\u5ea6\u3067\u30ed\u30fc\u30f3\u30c1\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u8996\u8074\u8005\u306e\u591a\u304f\u306f\u5bb6\u65cf\u9023\u308c\u3067\u3059\u3057\u3001Hulu\u306b\u306f\u5927\u4eba\u304c\u305f\u304f\u3055\u3093\u3044\u307e\u3059\u304b\u3089\u3001\u8996\u8074\u4f53\u9a13\u306f\u7570\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5e83\u544a\u306e\u8ca0\u8377\u3084\u983b\u5ea6\u3092\u6291\u3048\u3001\u5f37\u3044\u5e83\u544a\u9700\u8981\u304c\u3042\u308b\u305f\u3081\u3001Disney+\u306e\u76f4\u8fd1\u306e\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u3067\u306f\u696d\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306eCPM\u30ec\u30fc\u30c8\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u56fd\u5185\u3060\u3051\u3067\u306a\u304f\u3001\u56fd\u969b\u7684\u306b\u4f55\u304c\u3067\u304d\u308b\u304b\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u6765\u5e74\u306b\u306f\u6d77\u5916\u9032\u51fa\u3092\u4e88\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306f\u3001\u4ee5\u524d\u304b\u3089\u3001\u305d\u3057\u3066\u73fe\u5728\u3082\u30ea\u30cb\u30a2\u306e\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3067\u3001\u4e16\u754c\u4e2d\u306b\u5f37\u529b\u306a\u5e83\u544a\u95a2\u4fc2\u3092\u7bc9\u3044\u3066\u304d\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u5f93\u6765\u306e\u30ea\u30cb\u30a2\u4e8b\u696d\u306b\u95a2\u3059\u308b\u6df1\u3044\u77e5\u8b58\u3068\u7d4c\u9a13\u304b\u3089\u3001\u56fd\u969b\u7684\u306a\u5e83\u544a\u5e02\u5834\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u80fd\u529b\u306b\u306f\u81ea\u4fe1\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306fDisney+ AVOD\u3067\u56fd\u5185\u3060\u3051\u3067\u306a\u304f\u3001\u6d77\u5916\u3067\u3082\u914d\u4fe1\u3059\u308b\u306e\u306b\u9069\u3057\u3066\u3044\u308b\u3068\u611f\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Alexia Quadrani &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fJP\u30e2\u30eb\u30ac\u30f3\u306e\u30d5\u30a3\u30eb\u30fb\u30ad\u30e5\u30fc\u30b8\u30c3\u30af\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">\u30d5\u30a3\u30eb\u30fb\u30ad\u30e5\u30fc\u30b8\u30c3\u30af &#8212; J.P.\u30e2\u30eb\u30ac\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002DTC\u306b\u3064\u3044\u30661\u3064\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u3002\u307e\u305a\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30fc\u30f3\u3067\u3059\u304c\u3001\u4eca\u671f\u306fDTC\u3068Disney+\u306e\u756a\u7d44\u5236\u4f5c\u8cbb\u304c\u4e88\u60f3\u3088\u308a\u9ad8\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u3067\u306e\u65b9\u5411\u6027\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001Disney+\u306e\u55b6\u696d\u5229\u76ca\u306e\u640d\u5931\u306f\u3044\u3064\u9803\u30d4\u30fc\u30af\u3092\u8fce\u3048\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u304b\u30892\u3064\u76ee\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u52a0\u901f\u3068\u3044\u3046\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u6398\u308a\u4e0b\u3052\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u5168\u4f53\u306e\u52a0\u901f\u3067\u3042\u308a\u3001\u56fd\u5185\u5411\u3051\u306e\u6210\u9577\u30df\u30c3\u30af\u30b9\u3092\u9ad8\u304f\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p class=\"hh hha\">\u30af\u30ea\u30b9\u30c6\u30a3\u30f3\u30fb\u30de\u30c3\u30ab\u30fc\u30b7\u30fc &#8212; \u4e0a\u5e2d\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u307e\u305a\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u52a0\u901f\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u52a0\u901f\u306f\u3001\u7279\u306b\u56fd\u5185\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u73fe\u5728\u3088\u308a\u82e5\u5e72\u4e0a\u56de\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u7b2c4\u56db\u534a\u671f\u306b\u306f\u6210\u9577\u304c\u898b\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u3057\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u30ea\u30ea\u30fc\u30b9\u3084\u65e2\u5b58\u306e\u756a\u7d44\u304c\u3042\u308b\u305f\u3081\u3001\u305d\u306e\u70b9\u3067\u306f\u826f\u3044\u611f\u89e6\u3092\u5f97\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d4\u30fc\u30af\u306e\u640d\u5931\u306f\u3001\u4eca\u65e5\u306e\u6642\u70b9\u3067\u306f\u3001Disney+\u306f\u4eca\u5e74\u5ea6\u4e2d\u306b\u640d\u5931\u306e\u30d4\u30fc\u30af\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u79c1\u305f\u3061\u304c\u4ee5\u524d\u304b\u3089\u8a00\u3063\u3066\u3044\u308b\u3053\u3068\u3068\u4e00\u81f4\u3057\u3066\u3044\u307e\u3059\u3002 \u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u756a\u7d44\u306e\u30b3\u30b9\u30c8\u5897\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u4ee5\u524d\u304b\u3089\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u756a\u7d44\u306e\u30b3\u30b9\u30c8\u5897\u306f\u907f\u3051\u3089\u308c\u306a\u3044\u3068\u7533\u3057\u4e0a\u3052\u3066\u304d\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u3001\u4eca\u5e74\u304c\u640d\u5931\u306e\u30d4\u30fc\u30af\u3067\u3042\u308b\u3068\u8a00\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306b\u306f\u3053\u308c\u3089\u306e\u30b3\u30b9\u30c8\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u3001\u6b21\u306e\u56db\u534a\u671f\u306b\u306f\u3001\u3053\u306e\u56db\u534a\u671f\u3068\u540c\u3058\u3088\u3046\u306b\u524d\u5e74\u540c\u671f\u6bd4\u3067\u5897\u52a0\u3059\u308b\u3082\u306e\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30ec\u30af\u30b7\u30a2\u30fb\u30af\u30a2\u30c9\u30e9\u30fc\u30cb &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u30d6\u30ec\u30c3\u30c8\u30fb\u30d5\u30a7\u30eb\u30c9\u30de\u30f3\u3055\u3093\u304b\u3089\u3054\u8cea\u554f\u3092\u3044\u305f\u3060\u304d\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">\u30d6\u30ec\u30c3\u30c8\u30fb\u30d5\u30a7\u30eb\u30c9\u30de\u30f3 &#8212; \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3082\u3057\u3088\u308d\u3057\u3051\u308c\u3070\u3001Disney+\u306e\u5e83\u544a\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u3064\u3044\u3066\u306e\u8cea\u554f\u306b\u7d9a\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30b3\u30e1\u30f3\u30c8\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3063\u305f\u306e\u306f2\u70b9\u3060\u3051\u3067\u3059\u30021\u3064\u76ee\u306f\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3068\u4e00\u7dd2\u306b\u5e83\u544a\u304c\u8868\u793a\u3055\u308c\u308b\u53ef\u80fd\u6027\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u5b50\u4f9b\u5411\u3051\u30b3\u30f3\u30c6\u30f3\u30c4\u3082\u542b\u3081\u3001\u3044\u304f\u3064\u304b\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306f\u3001\u6b74\u53f2\u7684\u306b\u30ea\u30cb\u30a2\u306e\u4e16\u754c\u3067\u306f\u5fc5\u305a\u3057\u3082\u5e83\u544a\u304c\u6a2a\u306b\u8868\u793a\u3055\u308c\u308b\u3053\u3068\u306f\u306a\u304b\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u305d\u306e\u3088\u3046\u306a\u8981\u7d20\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u6b21\u306b\u3001\u7af6\u5408\u4ed6\u793e\u304c\u81ea\u793e\u306e\u88fd\u54c1\u306b\u5e83\u544a\u3092\u5165\u308c\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u7af6\u5408\u4ed6\u793e\u3068\u306f\u7570\u306a\u308b\u65b9\u6cd5\u3067\u5e83\u544a\u3092\u5165\u308c\u308b\u3053\u3068\u3092\u63d0\u6848\u3057\u3066\u3044\u307e\u3059\u306d\u3002\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u5e83\u544a\u306e\u7d4c\u9a13\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002Hulu\u3067\u6210\u529f\u3057\u305f\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u6d3b\u7528\u3059\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082Disney+\u3067\u9769\u65b0\u7684\u306a\u65b0\u3057\u3044\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u5e83\u544a\u306b\u5229\u7528\u3059\u308b\u6a5f\u4f1a\u304c\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p class=\"hh hha\">\u30dc\u30d6\u30fb\u30c1\u30e3\u30da\u30c3\u30af &#8212; 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&#8212; 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&#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u3082\u30461\u3064\u8cea\u554f\u306e\u6642\u9593\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u306f\u3044\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306eBryan Kraft\u3055\u3093\u304b\u3089\u306e\u8cea\u554f\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hhq\">Bryan Kraft &#8212; Deutsche Bank &#8212; 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&#8212; 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IR \u30db\u30fc\u30e0\u30da\u30fc\u30b8\u3001\u672c\u65e5\u767a\u8868\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3001\u304a\u3088\u3073\u5f53\u793e\u304c\u7c73\u56fd\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\u306b\u63d0\u51fa\u3057\u305f Form 10-K \u3084 Form 10-Q \u306a\u3069\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u30ea\u30b9\u30af\u3084\u4e0d\u78ba 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href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/tenbagger\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u30c6\u30f3\u30d0\u30ac\u30fc\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30a6\u30a9\u30eb\u30c8\u30fb\u30c7\u30a3\u30ba\u30cb\u30fc (DIS)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u597d\u6c7a\u7b97\u3067\u682a\u4fa1\u3082\u4e0a\u6607\u3057\u3066\u307e\u3059\u306d\u3002Disney+\u3082\u597d\u8abf\u3067\u4f1a\u54e1\u6570\u304c4\u301c6\u6708\u671f\u306b1440\u4e07\u4eba\u3068\u306f\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u3002\u30c7\u30a3\u30ba\u30cb\u30fc\u5168\u4f53\u3067\u306e\u4f1a\u54e1\u6570\u3067\u306fNetf &#8230; 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