Disney’s Q3 FY22 Earnings Results Webcast

[hopemax]

"business model transformations"

 

[CaptainAmerica]

"with activations across our synergy machine" has to be the most disgusting sentence I've heard out of the mouth of a Disney ceo

I mean...

 

[VJ]

I mean...

View attachment 659378

...fair point i guess

 

[mightynine]

Has he started on the "unfavorable attendance mix " at DL yet? I always love when he doesn't hide his contempt for his customers.
https://blogmickey.com/2022/08/disn...-as-magic-key-passholders-await-renewal-news/

 

[DCBaker]

Bob on DLP - "Disneyland Paris per capita spending in Q3 was up over 30% versus 2019"

 

[MisterPenguin]

Bob: We squeezed more money per European in DLP!!

 

[CaptainAmerica]

Attendance tracking ahead of 2019 levels many days.

We're back baby.

 

[GhostHost1000]

Too bad the fact that Disney has been getting all political has had such a negative impact on their earnings...

I’m not sure we can say it didn’t hurt them in some way though. We just don’t know how much better it might have been without them fumbling around with PR disasters

 

[DCBaker]

Christine - "So, even while the average daily attendance at our domestic parks across the first recordings of this fiscal year was slightly below 2019, we have delivered significantly higher revenue and operating income over that same time period. "

 

[mikejs78]

I’m not sure we can say it didn’t hurt them in some way though. We just don’t know how much better it might have been without them bumbling around with PR disasters

I mean, we can certainly say they aren't hurting because of it.

 

[MisterPenguin]

Christine: We squeezed more money per American at domestic parks!!

 

[CaptainAmerica]

Occupancy at the resorts is 90%.

I think I remember Jay Rasulo saying one time that consistent 85%+ is when they'd start looking to build.

 

[MisterPenguin]

Attendance tracking ahead of 2019 levels many days.

We're back baby.

Wasn't hard to beat the time when people were forced to mask.

 

[HauntedPirate]

Disney+ (no ads) to $10.99 per month
Disney+ (ad supported) to $7.99 per month

Disney+/Hulu/ESPN+ with no ads bundle no price change.

I hate it when I'm right.

 

[CaptainAmerica]

Wasn't hard to beat the time when people were forced to mask.

2019?

 

[GhostHost1000]

I mean, we can certainly say they aren't hurting because of it.

I’m the bank… no not right now
In public opinion…eh it’s not all magical

 

[pdude81]

Last quarter: How come you didn't overpay for Indian cricket?

This quarter: How come you didn't overpay for Big 10?

I'm hoping they pick their spot and overpay for Sunday Ticket

 

[Slpy3270]

3 full years away.

They're getting a head start. They dropped B1G yesterday.

 

[MisterPenguin]

2019?

Oops. I just read that as last year.

What year is it now?

 

[GhostHost1000]

Have they sold ESPN and ABC yet so they can focus more on theme parks or no?