Rumor D23 2024 WDW Rumors, Predictions & Discussion

[Quietmouse]

Question…given how immense the frozen ip is, why is there not more of a frozen expansion land equivalent to what Tokyo received ? I’m somewhat shocked that the only thing that Disney world got this point was an attraction at the world show case no less.

You would think that Disney would have expedited some tacked in addition to fantasy lane or even dhs at this point given how much of a force frozen is.

 

[MisterPenguin]

On a side note, there was speculation tossed around that Zootopia is being consided for DHS after Monsters. Would this be exclusive to DHS or would there be plans to clone it to other parks like DAW or DCA?

That's very vague and if a reality, far off. Many things can change... even things that are announced and supposed to happen real soon. There's dueling insider rumors about the placement of Monsters, an attraction that's announced and will be built (relatively) soon. Second and third phase builds are Shroedinger's Rides.

 

[MisterPenguin]

psst... Disney doesn't have the cash on hand to do everything that was announced in two years. Somethings are going to be pushed off to three or four years from now.

 

[TheDisneyParksfanC8]

psst... Disney doesn't have the cash on hand to do everything that was announced in two years. Somethings are going to be pushed off to three or four years from now.

Facepalms. What things are most likely to be pushed back?

 

[Tha Realest]

psst... Disney doesn't have the cash on hand to do everything that was announced in two years. Somethings are going to be pushed off to three or four years from now.

I thought D+ and Hulu were going to be printing money by now?

 

[GenChi]

If anything gets announced at D23 Brazil it's going to be Disney Cruises offering services in Brazil with the new fleet, that would be what excites them most

If there's a second one they could very well bluesky Brazil Pavilion but there's no indication they will even show anythingn parks

 

[MisterPenguin]

I thought D+ and Hulu were going to be printing money by now?

They've only just stopped burning money. They've yet to have a full integration of Hulu and ESPN, or the bundle with Max, or the sports bundle with Max and Fox. Or their online gambling.

And Disney may have to pay Comcast up to $5B, depending on appraisal and arbitration.

So, they're only getting $2-4B in profit per quarter. And they're committing to spending $60B. That would take 5-10 years to cover it all, barring unforeseen circumstances.

And that's why Disney said they're spending $60B over 10 years. Math checks out.

 

[MisterPenguin]

Facepalms. What things are most likely to be pushed back?

Parks getting two or more things, I would guess.

E.g., I doubt all of Dinoland and the Tree of Life would be closed at the same time. One of those projects will proceed while the other waits for the first to be complete. I would guess.

 

[RSoxNo1]

I think those are your most likely 2030 projects. Lion King seems to have actually been cut from the presentation (which I’d speculate Monsters Inc or one of the MK projects jumped the queue at some point). I say that because of the Horizons graphic.

Imagination was clearly sent back to the drawing board because of the unexpected success of Inside Out 2. It could still come earlier still in this decade as a bonus to prevent Epcot from limping.

As much as I want them to do otherwise, opening more than two major attractions per year is probably an unrealistic spend. They really seem to be aiming for two a year and then ancillary stuff at the adjacent parks to keep themselves chugging.

We know that Imagineering takes time to do things and the success of Inside Out 2, no doubt gave them pause. I'd also argue that EPCOT could use an Inside Out 2 attraction (say in Wonder's of Life) and an update to Imagination.

It's well known that Imagination had a significant budget ahead of the 2017 Expo (at least $280 million), it seems they are just forever kicking the can. I firmly believe that switching it from Figment to Inside Out 2 would be incredibly short sighted. I'd also argue that an Inside out 2 film and a Figment ride would also be a disservice to Inside Out. It needs to be two separate rides.

This was the best thing to come out of this years’ D23 event….

Tony Baxter in a parade at Disneyland, during the ‘D23 Day’ last week.

The. Best. Thing.



View attachment 809490

The day before the Expo I was boarding Thunder Mountain when Tony Baxter walks up the exit. I half jokingly offered to the CM that he could join me if he wanted... the CM didn't take me up on the offer. Unfortunately I didn't have the opportunity to talk to him.

 

[wutisgood]

They've only just stopped burning money. They've yet to have a full integration of Hulu and ESPN, or the bundle with Max, or the sports bundle with Max and Fox. Or their online gambling.

And Disney may have to pay Comcast up to $5B, depending on appraisal and arbitration.

So, they're only getting $2-4B in profit per quarter. And they're committing to spending $60B. That would take 5-10 years to cover it all, barring unforeseen circumstances.

And that's why Disney said they're spending $60B over 10 years. Math checks out.

very nice of disney to buy a brand new park for Universal

 

[MisterPenguin]

very nice of disney to buy a brand new park for Universal

Well, yes. If Comcast wants to go into further debt.

Peacock loses $2B a year. Comcast has $90B debt. Comcast now loses the revenue from Hulu, and, an expensive asset.

$5B is a drop in the bucket that will barely cover Peacock losses and service on the debt.

There's a reason that the whispered additions to IOA and USF aren't currently being built.

 

[doctornick]

very nice of disney to buy a brand new park for Universal

Comcast paid Disney more for Sky than Disney is paying Comcast for Hulu.

 

[Minnie1986]

Seeing that 2029 for the expected opening time for Villains land felt like a punch to the throat, but I'm excited nonetheless

 

[bmr1591]

Seeing that 2029 for the expected opening time for Villains land felt like a punch to the throat, but I'm excited nonetheless

Five years to build new Frontierland and Villains isn’t awful, depending on how well it’s done.

 

[Minnie1986]

Five years to build new Frontierland and Villains isn’t awful, depending on how well it’s done.

Very true, it just seems very far away when on paper

 

[Haymarket2008]

I don't see RnR happening 2026, an announcement? Sure. But with the way things are shaking, Aerosmith is gonna stick around for awhile. Somehow.

It's on the "to-do" list. Just not like, immediately?

I know the 2026 thing isn't gonna be huge but it should make some people happy.

What park is this 2026 thing located in?

Is it an attraction? Is it a refurb?

 

[Streetway]

I don't see RnR happening 2026, an announcement? Sure. But with the way things are shaking, Aerosmith is gonna stick around for awhile. Somehow.

It's on the "to-do" list. Just not like, immediately?

I know the 2026 thing isn't gonna be huge but it should make some people happy.

What is it? What park is it in? Is it related to any recent rumored ride closures?

 

[doctornick]

What park is this 2026 thing located in?

Is it an attraction? Is it a refurb?

My connecting the dots is that it would be a conversion of RNR to an Incredibles theme

 

[Streetway]

Somehow

They bribed him with some backstage passes.

 

[Haymarket2008]

My connecting the dots is that it would be a conversion of RNR to an Incredibles theme

Hmmmmm makes sense......low hanging fruit.