Nevermore525
Well-Known Member
Maybe, going off TEA estimates every 1% gain at WDW is about a 2% drop at DLR.
-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
News Disney’s Q3 FY25 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Sirwalterraleigh
Premium Member
On property rooms don’t account for anywhere close to total attendance of on property foot traffic.
They never did.
Generally speaking…those paying for Disney rooms are in the can…the price alone is the give away…let alone the many thousands of 50 year timeshare blocks.
But that’s just the backbone of your daily crowd.
86% occupancy is not impressive to me…but in a bit of a tough critic
lentesta
Premium Member
Was 7% for Q4 last cycle, so 6% is slightly softer but we're closer and presumably more "locked in" (to use Hugh's words). So that is solid.
Vegas would sell their first-born for those numbers.
Sirwalterraleigh
Premium Member
Didn’t he say that for the last quarter and it ended up flush?
What are they comping the bookings to? 2024? Previous quarter?
It’s not financial data…it’s not in filings until after the fact. Buried in the revenue weeds
That kinda thing deserves scrutiny
Bookings have not been “up” anywhere in travel for the last year…not the trendline…at least not in the US
And for that matter…what the hell are you”bookings”? It sounds like rooms - simple enough - but have they “reorganized” that term to mean other things like they have near every thing else?
Use small words…remember I am an idiot
Last edited:
Splash4eva
Well-Known Member
Guest spending up. Imagine if they actually put out a better product and gave people more options and increase capacity how much more will be spent?!?
ctrlaltdel
Well-Known Member
Again, company is proving to be pretty strong and resilient. Impressive parks numbers in the face of declining international travel and a lot more economic anxiety. The deals have probably helped, although there is still room to raise prices.
The ESPN streaming announcements this past week have been impressive. Still not sure of how successful the service will be (the high price point is essentially because they don't want to kill off the still very profitable but declining cable assets), but giving the NFL an equity stake in ESPN in exchange for extremely valuable properties like Red Zone and additional games seems like a smart medium term move. Interested to see what happens with ESPN. Streaming has completely stabilized for them and Disney will be one of the winners of the streaming wars.
The ESPN streaming announcements this past week have been impressive. Still not sure of how successful the service will be (the high price point is essentially because they don't want to kill off the still very profitable but declining cable assets), but giving the NFL an equity stake in ESPN in exchange for extremely valuable properties like Red Zone and additional games seems like a smart medium term move. Interested to see what happens with ESPN. Streaming has completely stabilized for them and Disney will be one of the winners of the streaming wars.
Sirwalterraleigh
Premium Member
That’s my Star Wars argument:
“Look at all that money they make!”
Yeah…good thing they can’t track/report all the money they are NOT making due to product rot.
Shareholders would not be kind to those types of things if they were actually engaged…but they’re mostly computers anyway
Kamikaze
Well-Known Member
This isn't the place for it, but 'AI' is being extremely, extremely overrated in most of the things it can do. There is a bubble and it will burst.
There is no substantial number of people that are going into debt over Disney trips. That was a click-bait article that spun "paying by credit card" into "going into debt."
That very same article pointed out that almost all people paying with credit card had their trip paid off within 3 months.
Kamikaze
Well-Known Member
F4 as a group is weird because the younger audience has only been exposed to the horrible movies that have come out before. The original F4 fans are mostly dead or don't care, or aren't going to see it in theatres. I will say I have no interest in them as a group, although I did see the movie because I see all Marvel movies. This doesn't explain how Thunderbolts performed, though, even though that was a very good film.
The Incredibles are a better version of the 'super family'.
Huh... no mention of Fubo.
lentesta
Premium Member
Yeah, that's a concern for attendance. Johnston said that for Q3 hotel bookings were coming in at +4%. And it looks like they got that number.
WDW attendance was up less than that (I'm guessing +1%), which means off-site visitors had to be down slightly.
So if they're projecting +6% for Q4, they might need 2/3rds of that just to break even on attendance. Not that they care about tiny margins in attendance instead of per-cap revenue.
Sirwalterraleigh
Premium Member
Where did you get that one?
ESPN has been a fish flopping on the concrete for 15 years…they have practically skinned it at this point.
Will this save it?
Doubtful. Full throated throw in with the nfl and the elephant in that room is an interesting move…to say the least.
I wonder if the more planning to spend and ungodly amount of money to take one of the two big contracts away from cbs and fox?
Kamikaze
Well-Known Member
I mean, they're definitely working on it. Its been multiple decades since they've moved with such speed and intent on so many projects across so many areas. Now, will an economic downturn slow them down?
Sirwalterraleigh
Premium Member
I’m still trying to figure out what +4 in “bookings” is…might be a dumb question…but cart before the horse may be happening.
On property hotel bookings over April -June 2024…correct? So that number was like 83% last year?
Kamikaze
Well-Known Member
So theres certainly something to that, they probably think they can negotiate better terms (even if its still just MNF or an expanded MNF package) by giving the NFL a 10% stake, but for those big contracts they are also going to have to fight with Amazon and Google and probably Apple as well.
Sirwalterraleigh
Premium Member
They have a lot of consruction on…but it is results in a net +1 in attractions over an undefined timeline as it stands. That’s what is ACTUALLY going on right now.
Is that a serious effort? You decide
As it stands
Kamikaze
Well-Known Member
You have to manipulate quite a lot to say its only +1 attraction.
I'm not only referring to WDW, btw.
Sirwalterraleigh
Premium Member
Monday night football is literally the worst matchup of the week…for the national broadcasts. On purpose. If you consider Thursday was forced on the owners by the league and none of them like it/barely go along with it .Will that change now?