Disney’s Q2 (Jan/Feb/Mar) FY 2020 Earnings Results Webcast on Tuesday, May 5, 4:30ET

[Disney Analyst]

Guess that gives us an official sense of what will be needed when WDW/Disneyland do open again.

 

[Sirwalterraleigh]

EPS was $0.62 a share. Analysts had it guessed at 0.81....last year was $1.61

 

[Sirwalterraleigh]

Masks and temp checks

We heard you, Bob

Don’t be redundant and type repeat Yourself

 

[brianstl]

How much of their take is from China or Japan?

They don’t own/operate any of those locations

I don't think the park closing had an impact on what The Oriental Land Company pays Disney.

 

[Slpy3270]

I'm expecting that nobody will show up May 11 like they did when China briefly reopened the movie theaters before closing them again.

 

[CastAStone]

Chapek is doing a lot of reassurance himself. Iger seemed to more give the Chairman Emeritus pep talk.

 

[Sirwalterraleigh]

Guess that gives us an official sense of what will be needed when WDW/Disneyland do open again.

It doesn’t to me...

China is more suited to those measure naturally

 

[WEDway Inc & Company LLC]

Updates to dates.

 

[Sirwalterraleigh]

I don't think the park closing had an impact on what The Oriental Land Company pays Disney.

Which strengthens my point

 

[brianstl]

Which strengthens my point

Which was my intent.

 

[Slpy3270]

Disney+ launching in Japan in June. Latin America will get it by the end of the year.

Seems the only places left are Africa, the Middle East and Eastern Europe.

 

[wdwmagic]

Disney CEO Bob Chapek comments on reopening the theme parks - 'cautious, sensible and deliberate approach'

Disney CEO Bob Chapek comments on reopening the theme parks - 'cautious, sensible and deliberate approach'

Bob Chapek discusses reopening its theme parks with a "cautious, sensible and deliberate approach"

www.wdwmagic.com

 

[MisterPenguin]

Iger:

• Confidence spiel about Disney’s strength in trying times.
• Writing, creating, and post-production still active even though active filming production isn’t happening.

Chapek:

• Don’t know when to restart ops, but will be cautious and deliberate.
• Some restrictions lifting in China.
• Shanghai opens May 11 with crowd controls and attendance limits
  • including masks temp contact tracing

ESPN

• Documentary and Football draft had historical watch views
  • [editor: as if there was anything else those locked down and into sports had anything else to do]]
• ESPYs coming, plus other programming in absence of actual sports.

Studios

• Mulan, Black Widow, Soul, Free Guy moved dates
• Artemis Fowl to D+

Direct to Consumer (D+, Hulu)

• D+ exceeded expectations
  • Western Eur and India
  • 50M subs plus more
  • More international openings coming up
  • Right Stuff documentary
• FX on Hulu (45% of Hulu subs have used FX on Hulu)
  • 32 million subs

 

[brianstl]

Disney+ launching in Japan in June. Latin America will get it by the end of the year.

Seems the only places left are Africa, the Middle East and Eastern Europe.

Japan will be a huge money maker for Disney+.

 

[robhedin]

I will point out that they called out "Government Mandated" requirements when talking about what they'd be doing when opening the parks.

 

[Creathir]

1st half annual dividend is being withheld

 

[jmp85]

CapEx cuts announced.

 

[wdwmagic]

anyone catch the capex reduction specifics? my feed dropped out.

 

[Disney Analyst]

anyone catch the capex reduction specifics? my feed dropped out.

I recall a 900 mil number? Can anyone verify?

 

[MisterPenguin]

anyone catch the capex reduction specifics? my feed dropped out.

900M less for all of Fiscal 2020 than planned due to construction stoppages