My favorite game was Elden Ring.
I will see if that changes after I’m done with Tears of the Kingdom.
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Disney’s Q2 FY23 Earnings Results Webcast
- Thread starter DCBaker
- Start date
I will see if that changes after I’m done with Tears of the Kingdom.
Casper Gutman
Well-Known Member
The cheaper the crook, the gaudier the patter.
TalkingHead
Well-Known Member
That’s ok, Disney’s rocky future, Marvel’s gradual decline, Iger’s running out the clock, it’s the stuff dreams are made of.
Elijah Abrams
Well-Known Member
- In the Parks
- Yes
Since that Fox doesn’t exist, I feel like Disney would be fine if they put 20th Century Studios, FX, Searchlight Pictures, and 20th Television in one separate unit from Disney’s film/TV unit, and then sold off the former unit, including that unit's IP.
Joel
Well-Known Member
Everybody drink!
Elijah Abrams
Well-Known Member
- In the Parks
- Yes
What does that mean? Did I make up a great idea?
MagicHappens1971
Well-Known Member
This is not happening. I don’t know why you are so stuck to it.
I think what people are wondering is what’s your fascination with the Fox stuff?
It’s not that it’s wrong to be interested in, it just seems like a random component to be hyper focused on.
Maybe talk about something else once in awhile.
Do you like Zelda?
WaltsTreasureChest
Well-Known Member
I'm not sure they'll pull out all together, but, if the new rule is: Our investment must make a return... then I can't see them putting any more effort into the India market. The return of an ARPU of 60 cents wouldn't justify millions spent on content or cricket rights. In fact, they passed on the cricket rights because they thought it was to expensive (and it was). And in thanks, 6 million Indians dropped their D+ subs.
Keep in mind, over the past few quarterly calls, both Bobs have been throwing a flag on certain sports rights in the U.S. as being too expensive, even for ESPN/ESPN+.
Casper Gutman
Well-Known Member
OK, OK, hear me out. Maybe Disney can’t sell Fox… But what if they sold PARAMOUNT?!?!
…RKO?
…RKO?
Disgruntled Walt
Well-Known Member
- In the Parks
- No
I'd like it if Disney sold Zootopia. Then they wouldn't be able to retheme Dinosaur.
Then they need to invest in bringing Dinosaur back to life. It was in horrible shape last time I rode it.
CaptainAmerica
Premium Member
bmr1591
Well-Known Member
For a country of over 2 billion people, to have 6 million leave is such a small amount. It really shows how well D+ was/is doing in the country. That's a drop in the bucket of the potential they could have reached there. With that said, have any of you been to India? I have. Even the major cities are stricken by a poverty pandemic. Indians spend time to save money, of which most have little. I see the potential of a major market, but their entire socioeconomic situation would need to change before it became a viable one to heavily invest in, much less build a park in.
CastAStone
5th gate? Just build a new resort Bob.
10-Q is up!
Highlights!
Domestic hotel occupancy
Every part of the parks and resorts division is doing well. Resorts and vacations is Disney hotels plus cruises plus ABD
Linear networks are getting clobbered, I can’t recall ever seeing it this bad. It will be interesting to see in the future when ESPN gets broken out of this.
Is Hulu developing a viewership problem? See footnote:
OTOH, Hulu remains their only profitable DTC, if I’m reading this correctly.
Anyway good week to be Josh D’Amaro. To me, these parks results look great and are driving the company.
Highlights!
Domestic hotel occupancy
| Domestic Hotel Occupancy | 2019 | 2020 | 2021 | 2022 | 2023 |
| Q2 (Jan-Mar) | 77% | 35% | 84% | 89% | |
| Q3 (Apr-Jun) | 0% | 50% | 90% | ||
| Q4 (Jul-Sep) | ~5% | ~55% | ~82% | ||
| Q1 (Oct-Dec) | 92% | 28% | 73% | 88% |
Every part of the parks and resorts division is doing well. Resorts and vacations is Disney hotels plus cruises plus ABD
Linear networks are getting clobbered, I can’t recall ever seeing it this bad. It will be interesting to see in the future when ESPN gets broken out of this.
Is Hulu developing a viewership problem? See footnote:
OTOH, Hulu remains their only profitable DTC, if I’m reading this correctly.
Anyway good week to be Josh D’Amaro. To me, these parks results look great and are driving the company.
Disney Analyst Downgrades Stock Due to “Risky” Streaming Sub Forecasts, “Deteriorating” Linear TV
Wolfe's Peter Supino moves from an "outperform" to a "peer perform" rating, citing "cognitive dissonance."
www.hollywoodreporter.com
CastAStone
5th gate? Just build a new resort Bob.
I don’t see the cognitive dissonance. Disney said “we spent a lot of money on a lot of different stuff to see what would work in streaming, we successfully identified what does and doesn’t work, and now we’re not going to spend money on the stuff that didn’t work anymore”. That’s literally how a business should operate.Disney Analyst Downgrades Stock Due to “Risky” Streaming Sub Forecasts, “Deteriorating” Linear TV
Wolfe's Peter Supino moves from an "outperform" to a "peer perform" rating, citing "cognitive dissonance."
He’s right about linear though.
CaptainAmerica
Premium Member
Less content can't possibly equal more subs.
Maybe you can say "we identified what does and doesn't work" so that less content doesn't equal FEWER subs, but I'm not sure how it's supposed to mean more.
CastAStone
5th gate? Just build a new resort Bob.
It can if, while there’s less content overall, there’s more of the good content.
If I have a 10oz fruit salad that’s mostly melon for $8 and people only want strawberries and blueberries, theyre mostly not going to buy it. If I have a 6oz fruit salad that’s all strawberries and blueberries for $8 they just might, even though it’s a lot less food for the same price.