Disney’s Q1 FY24 Earnings Results Webcast

[DCBaker]

The Moana Disney+ show is being turned into a theatrical release on November 27, 2024.

Here's a first look.

 

[Disney Analyst]

Moana TV series moved to feature for November, from CNBC.

Disney to invest 1.5B for equity stake in Epic Games.

 

[Stripes]

Stock is up significantly in after-hours trading at the moment.

 

[MisterPenguin]

Disney getting back into digital gaming again.

 

[Sirwalterraleigh]

Stock is up significantly in after-hours trading at the moment.

Because they’re bribing the shareholders…buybacks

 

[MisterPenguin]

Stock moved up all week from ~92 to ~98. And now... 106.

 

[MisterPenguin]

Throwing Chapek under the bus. And tooting all the changes since Bob came back.

 

[mikejs78]

Down…well flat…mostly

The street sees it as a "beat estimates". The after hours trading is showing an increase.

In February 2024, the Board of Directors approved a new share repurchase program effective
February 7, 2024; we plan to target $3 billion in repurchases in fiscal 2024.

Honestly, this is a good move considering the Peltz and Blackwater proxy fights. This move may help save Disney.

 

[fgmnt]

Because they’re bribing the shareholders…buybacks

I want to love someone or something as much as Bob the Elder loves pushing the buyback button.

 

[DCBaker]

Here's a direct link to listen to the earnings call.

https://edge.media-server.com/mmc/p/f3y5umar

 

[Sirwalterraleigh]

I want to love someone or something as much as Bob the Elder loves pushing the buyback button.

He’s in his Alamo right now…all “levers” pulled

 

[MisterPenguin]

TWDC only made $1.9B this past quarter.

 

[TalkingHead]

TV series morphing into a feature that opens in a few months. What possibly could go wrong?

 

[HauntedPirate]

I wish to hereby strike all mentions of "the 50th anniversary" from any future Disney press releases, financial or otherwise. Failure to follow this rule results in a public stoning.

 

[BrianLo]

Good earnings call. D+ profitability is now most assured. Particularly in light of forward guidance for kind of sizeable subscriber growth. That’s the big thing, whether subscribers were going to shrink substantially to offset the price increases.

ARPU will move more significantly next quarter due to the price increases mostly occurring late in this last one.

 

[Clamman73]

The chart told you when to go all in.

 

[SplashJacket]

TV series morphing into a feature that opens in a few months. What possibly could go wrong?

The new version of direct-to-dvd?

 

[Sirwalterraleigh]

Stock moved up all week from ~92 to ~98. And now... 106.

Want to know why?

Throwing Chapek under the bus. And tooting all the changes since Bob came back.

And who’s responsible for chapek?

TWDC only made $1.9B this past quarter.

You’re not getting enough oxygen to your brain down there…stand up

 

[Sirwalterraleigh]

The new version of direct-to-dvd?

The little mermaid 3 1/2…without Hallee

 

[Drew the Disney Dude]

The Moana Disney+ show is being turned into a theatrical release on November 27, 2024.

Here's a first look.

WOW