VJ
Well-Known Member
i swear they weren't there when i came back to the thread!!You've been missing my posts.
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Disney’s Q3 FY22 Earnings Results Webcast
- Thread starter DCBaker
- Start date
brb1006
Well-Known Member
Also remixed for the show stop variation for Tokyo Disneyland's Jubilation Parade.
ctrlaltdel
Well-Known Member
Overall pretty strong earnings report. Can't really deny the domestic parks aren't doing gangbusters business. Now that Disney+ is well established, the price increase makes sense, though it is pretty big. The new ad-supported tier costs as much as the no-ad service does currently.
For the First Ti... nevermind, you know it by heart...
(by the High School Musical cast)
(by the High School Musical cast)
mightynine
Well-Known Member
Should be interesting to see what D+ churn looks like after that price increase.
Also, interesting they are offering a Disney Bundle without ESPN+. Having options isn't a bad thing, I guess.
Also, interesting they are offering a Disney Bundle without ESPN+. Having options isn't a bad thing, I guess.
I still think they are OK at that price point. Once it gets beyond $15 is when it starts to get difficult I think.
CaptainAmerica
Well-Known Member
They are?
More HSM: You Never Know.
mightynine
Well-Known Member
Good point, another streaming service might get cut first for that family who would rather keep D+.
Unlike the other streamers, Disney is still spending hugely on new content. The goal is two new titles every week on D+ to justify the price hike.
TheMaxRebo
Well-Known Member
And way more for those of us that currently have the D23 3-year deal (which is up soon)
A bundle of Disney+ and Hulu, both with ads, will be $9.99 per month.
CaptainAmerica
Well-Known Member
Using the focus group of my family... Disney+ is mainly for the kids, and the bundle isn't too much more expensive than D+ alone, so adding Hulu (which I didn't really want) replaced Netflix. And I've been very pleasantly surprised by the Hulu library.
TheMaxRebo
Well-Known Member
Yeah, pretty sure we will be cutting NetFlix now
Maybe we wind up doing like what above laid out, replace Netflix with adding Hulu as part of a bundle. Save $ in total vs D+ and Netflix now
The profit from Parks, Cruises, Merch, Experiences was only $2.2B this quarter.
CaptainAmerica
Well-Known Member
Ads are for The Poors.
We're back to "This Is Me" -- lotsa pride here!
Domestic parks were $1.6B of that.
Beyond the Great Plains from Prey... again. We're loopy!