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Disney’s Q1 FY17 Earnings

Discussion in 'Disney Co News & Discussion' started by Katie G, Feb 7, 2017.

  1. LAKid53

    LAKid53 Well-Known Member

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    Umm, so that may not bode well for locals....
     
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  2. JudyHopps

    JudyHopps Well-Known Member

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    Plus Passholders (which was not mentioned).
     
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  3. SorcererMC

    SorcererMC Well-Known Member

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    I think that the issue is - the trend of a decline in ad revenue, this quarter and previous quarters; part of the changing media landscape. This quarter ad revenue was -7%; attributed to ESPN/ the College Bowl games, 3 this year vs 6 games last year as well as fewer programming hours. 'Other entrants to the marketplace' do not have the same quantity of commercial interruptions....so, as Disney shifts to a direct-to-consumer model (DtC), maybe they are slowly going to shift away from ad revenue towards subscription revenue on mobile-friendly devices? Here is more of what he was saying (again, not an exact quote):

    Iger – decline in kids’ viewing on linear channels, bit of an off-cycle, proliferation of programming in other places.
    Mickey Mouse Roadster Racers, Tangled series, and product cycle, we think that the ratings are likely to improve
    with addition of new shows creatively strong. Chance of doing well from disruption perspective because of the name
    Disney – greater demand to license our product on other platforms, and possibility of taking it DtC. In UK, Disney life, movies, tv programming, digital books and music. Experimental stage, tech platform, churn rates, pricing.
    Brand and product behind it to be able to take it DtC. Blend of linear channels.​
     
    Last edited: Feb 8, 2017
    ford91exploder likes this.
  4. LAKid53

    LAKid53 Well-Known Member

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    One benefit of cord cutting, no stupid commercials....
     
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  5. RustySpork

    RustySpork Well-Known Member

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    Preach! Although, I still watch live TV OTA. I have a DVR though so I can still skip the blasted commercials!
     
  6. ford91exploder

    ford91exploder Resident Curmudgeon

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    And he should have STAYED a weatherman as Iger is the embodiment of the Peter Principle by this statement
     
  7. ford91exploder

    ford91exploder Resident Curmudgeon

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    But here's the problem with Disneys DTC model.

    Only about 20% of Disneys current ESPN subs are willing to pay for it and to provide current level of programming for that number of subs would cost 22 bucks per sub and market surveys show ESPN viewers would pay no more than 8 bucks Disney is truly between a rock and a hard place

    The rest of Disney programming does not even move the needle on the demand side.

    No Disney network makes the top 10 must have ala carte bundle and the best showing is ESPN at #16 behind the Weather Channel
     
  8. ford91exploder

    ford91exploder Resident Curmudgeon

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    Iger is delusional if he believes what he just said multiple market surveys just don't find Disney programming that compelling or highly valued as only ONE of Disneys properties makes it into the bottom quarter of the top 20 channels.
     
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