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CORPORATE EARNINGS

What’s Hot & What’s Not in 2015 Licensed Entertainment Property Sales

By Glenn Demby

‘Tis the season for corporate earnings reports. Highlights from major entertainment licensors Disney, DreamWorks and Time Warner:

  • Hot: Disney’s consumer products division which grew 6% to $954 million
  • Not Hot: Spider-Man which was actually down for the quarter
  • Hot: The Avengers, Frozen and Star Wars which drove growth in Disney consumer products
  • Not Hot: Disney’s interactive division, which fell 22% to $208 million
  • Hot: Warner Bros. video games on the strength of new releases “Batman: Arkham Knight” and “Mortal Kombat X”
  • Not Hot: Disney Infinity and console games
  • Hot: Tsum Tsum plushies which offset part of Disney Interactive’s losses
  • Not Hot: DreamWorks Consumer Products Segment whose year-over-year 2Q revenues fell from $18.5 million to $12.7 million. There has been no DreamWorks hot property surge this year like the one provided by “How to Train Your Dragon 2” in 2014.
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