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Disney’s Q3 FY22 Earnings Results Webcast
- Thread starter DCBaker
- Start date
CaptainAmerica
Well-Known Member
Dammit, Ghost.
What part of "synergy machine" don't you understand? No selling. Buy all the things.
sullyinMT
Well-Known Member
Confirmed: Reflections construction will resume soon
GhostHost1000
Premium Member
Maybe they will buy Comcast next.
Then we can own Orlando and build monorails EVERYWHERE
The Epcot dream coming true
Hulu?
CaptainAmerica
Well-Known Member
Animal Kingdom to be rethemed to the Forbidden Forest confirmed.
I want a high-speed train powered by arc reactor between Disney Springs and CityWalk.
GhostHost1000
Premium Member
They can use the portal sitting in the water at Epcot
CaptainAmerica
Well-Known Member
Drumroll on 2024 sub guidance......
Christine on 2024 Disney+ targets -
"Excluding the impact of any significant future macro headwinds, our core Disney+ subscriber target range is 135 million to 165 million by the end of fiscal 2024. Largely consistent with previously-provided guidance that non-hot star, Disney+ subscribers in 2024 would proximate 60 to 70% of the expected 230 to 260 million total subscriber base. We are, however, updating subscriber guidance for Disney+ Hot Star to up to 80 million subscribers by the end of fiscal 2024."
"As we sit here today, we remain confident that Disney + will achieve profitability in fiscal 2024."
"Excluding the impact of any significant future macro headwinds, our core Disney+ subscriber target range is 135 million to 165 million by the end of fiscal 2024. Largely consistent with previously-provided guidance that non-hot star, Disney+ subscribers in 2024 would proximate 60 to 70% of the expected 230 to 260 million total subscriber base. We are, however, updating subscriber guidance for Disney+ Hot Star to up to 80 million subscribers by the end of fiscal 2024."
"As we sit here today, we remain confident that Disney + will achieve profitability in fiscal 2024."
CaptainAmerica
Well-Known Member
Holy crap they're moving off of their sub guidance because of cricket.
CaptainAmerica
Well-Known Member
In other words, they're revising their guidance from 230-260 to 215-245.
Q: Doug, Credit Suisse -- what's with park trends re: demand
A: Christine: Props to Josh and team. They ramped up. Positioned for growth. Levers of demand:
-we limited APs, and they come with blackout date, which we can lift as needed
-we have not seen demand abate, in fact it's growing
A: Christine: Props to Josh and team. They ramped up. Positioned for growth. Levers of demand:
-we limited APs, and they come with blackout date, which we can lift as needed
-we have not seen demand abate, in fact it's growing
EricsBiscuit
Well-Known Member
Tell that to Lightyear LOL
mikejs78
Well-Known Member
Lightyear was a mediocre movie....
Q: What was the analytics that brought about the tier pricing? Will you make more pricing changes?
A: Bob -- We started out very cheap. We invested in content, which allows us to raise price and can go farther. We're sure our churn is stable.
A: Bob -- We started out very cheap. We invested in content, which allows us to raise price and can go farther. We're sure our churn is stable.
Joel
Well-Known Member
Thankfully we don't have to worry about that at all.
el_super
Well-Known Member
RIP "Magic Keys"