News Disney’s Q1 FY25 Earnings Results Webcast

[monothingie]

Domestic Park revenues are lumped in with cruise line revenues.

The revenue for Domestic Experience (domestic parks + DCL) went up 2%.

Oh, wait, let me put this in a way you'll understand....

The profit went down because of increased costs, but who had the increased costs? DL? WDW? DCL? We don't know.

So, we all know you want this to be referendum on WDW. But we don't have the data to convict.

BTW, International Park profits went up 28%.

Domestic Experiences revenue went up a meager 2%, likely due solely to LL becoming a more mature product at both domestic parks. OI went down because the added LL revenue was not enough cover for the larger losses, likely at WDW. There was no slowdown at DCL and DLR didn't seem to be underperforming, so what does that leave?

 

[DarkMetroid567]

I think the steps you describe to maximize guest spending in the parks, will happen, and WILL WORK for Disney. To be clear, I personally don't like it, but I think it will work.

I am interested what the impact of EPIC will be. I think the MK will retain the title of most visited in 2025. My heart feels MK will retain the title in 2026 too but lets see what happens.

MK’s only competitor is Disneyland. USJ is close but doesn’t have the capacity. The only true threat in the long-term imo is Shanghai DL.

 

[DarkMetroid567]

This is easily proved for anyone who goes to the parks. Prices in the parks are skyrocketing!

Prices for the parks are skyrocketing, but stuff inside them is rising at traditional levels I think

 

[TrainsOfDisney]

MK’s only competitor is Disneyland. USJ is close but doesn’t have the capacity. The only true threat in the long-term imo is Shanghai DL.

What??? Universal Japan is a closer competitor than DisneyTokyo or Disneyland Paris? Or did I read that wrong.

 

[monothingie]

Disney Lowers Content Spending Estimate by $1B for This Year

As Wall Street parses its earnings beat and stagnate streaming subscriber growth, the company revises its spending expectation from $24 billion to $23 billion for produced and licensed content, as well as sports rights.

www.hollywoodreporter.com

It is hilarious to have the Hollywood Reporter (In the tank for Disney) sample analyst's price targets when they've been and continue to be so incredibly wrong.

You can look it up and find that over the past 3-4 years, on the low side they were off by 30% or more on average, and on the high side by around 50%.

Absolutely insane.

 

[DarkMetroid567]

What??? Universal Japan is a closer competitor than DisneyTokyo or Disneyland Paris? Or did I read that wrong.

USJ is beating TDL attendance-wise in recent years to become the #3 park in the world, sparked by their aggressive IP integrations as well as TDR’s elimination of annual passes. But the park is bursting at the seams.

Paris will probably never come close to the America or Japan numbers.

 

[mightynine]

Disney Lowers Content Spending Estimate by $1B for This Year

As Wall Street parses its earnings beat and stagnate streaming subscriber growth, the company revises its spending expectation from $24 billion to $23 billion for produced and licensed content, as well as sports rights.

www.hollywoodreporter.com

Oh, so that's why you didn't see Mr. Fantastic stretch in the teaser. Gotta get that billion from somewhere!

 

[TrainsOfDisney]

USJ is beating TDL attendance-wise in recent years to become the #3 park in the world, sparked by their aggressive IP integrations as well as TDR’s elimination of annual passes. But the park is bursting at the seams.

Paris will probably never come close to the America or Japan numbers.

Ah!! Compete for top visited park - I missed the context and now I see it.

 

[DarkMetroid567]

Ah!! Compete for top visited park - I missed the context and now I see it.

Yee I realize I wasn’t descriptive enough in my reply, my bad!

 

[Laketravis]

I totally agree with you but the new families who only go to WDW that are new to WDW, have nothing to compare it to.

Perhaps not to past experiences but they can and do compare costs "in the bubble" to those outside the bubble.

 

[Disstevefan1]

Prices for the parks are skyrocketing, but stuff inside them is rising at traditional levels I think

debatable, but OK and rising is still rising.

 

[Disstevefan1]

MK’s only competitor is Disneyland. USJ is close but doesn’t have the capacity. The only true threat in the long-term imo is Shanghai DL.

What about Universal, Islands of Adventure and of course EPIC?

 

[Agent H]

debatable, but OK and rising is still rising.

I think the problem isn’t so much the price of tickets as it is the amount of up charges within the bubble

 

[monothingie]

I think the problem isn’t so much the price of tickets as it is the amount of up charges within the bubble

For normies the price of entry is a major barrier, because there are many more accessible and frankly better options than spending thousands for a week in the swamp.

For the Disney people who visit at least once a year, the up charges are the point of contention, because these people know the lesser experience you get when you don’t pay more.

 

[Chi84]

I think the problem isn’t so much the price of tickets as it is the amount of up charges within the bubble

What up charges do you mean in addition to paid ride reservations?

 

[Agent H]

For normies the price of entry is a major barrier, because there are many more accessible and frankly better options than spending thousands for a week in the swamp.

For the Disney people who visit at least once a year, the up charges are the point of contention, because these people know the lesser experience you get when you don’t pay more.

A week in the swamp! That’s all it is to you? Are you sure you’re a Disney fan?

 

[Agent H]

What up charges do you mean in addition to paid ride reservations?

Yeah I admit I got nothing I thought that there would be more than that when I actually thought about it still think there a bad idea though

 

[TrainsOfDisney]

What up charges do you mean in addition to paid ride reservations?

Dessert parties and after hour parties as well.

 

[Agent H]

Dessert parties and after hour parties as well.

I don’t think the after hours parties are bad when they offer something unique

 

[Jrb1979]

I don’t think the after hours parties are bad when they offer something unique

They aren't bad. IMO there is too many of them. Halloween shouldn't start in August. And Christmas parties shouldn't start November 1st.