I don't see that at all. They tell us when and why things aren't doing as well. What's wordplay about that?
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Disney’s Q1 FY21 Earnings Results Webcast - February 11, 2021
- Thread starter DCBaker
- Start date
No way. With all the marvel shows finally on the way. The numbers should only be going up. Definitely a weird decision.
Surferboy567
Well-Known Member
They predict Disneyland will be closed for the entire quarter.
EDIT: Also Disneyland Paris
EDIT: Also Disneyland Paris
Slpy3270
Well-Known Member
They're going to go straight back to cash burn once production ramps back up. The only reason they were cash-flow positive last year was because of the production shutdowns.
Capex: going strong for media.
At a lower level (same as last year, which was reduced) for parks.
At a lower level (same as last year, which was reduced) for parks.
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TrainsOfDisney
Well-Known Member
There’s more “uhh”’s in Bobs answer than the FOP pre-show!
Q: Morgan Stanley: to Bob...How will parks go? Increase capacity? What have you been doing?
Christine: What about sports rights?
Bob: Rate of vaccination will lead any changes. We see ample demand.
Cost savings and break even: we've been engineering ways to stuff more people in. And managed cost. Net positive contribution still the goal. Demand has been and will be exceeding supply.
Christine: Cancellations and delays makes things super cray cray. But sports rights cost will go up on linear and ESPN+ from new venues.
Christine: What about sports rights?
Bob: Rate of vaccination will lead any changes. We see ample demand.
Cost savings and break even: we've been engineering ways to stuff more people in. And managed cost. Net positive contribution still the goal. Demand has been and will be exceeding supply.
Christine: Cancellations and delays makes things super cray cray. But sports rights cost will go up on linear and ESPN+ from new venues.
Interesting. I wonder if that is a park or a state level decision?
TrainsOfDisney
Well-Known Member
That was a long way of saying “we will do what we want for reasons we decide” (question about releasing Soul direct to Disney+).
Damn it. Then again they said the same thing about Soul until it wasn't.
Q: Michael Nathanson: Whats the stats on Soul and Mulan? Hotstar churn?
A: Bob.. Soul -- huge hit, helped retention.
Mulan was successful since we're doing the same with Raya? (??) But no deets how it did financially. It helps with flexibility.
Q: Black Widow???
A: Bob.. we're staying flexible. We intend to be theatrical but, who knows? Flexible!!
A: Christine: Hotstar cricket... Hotstar has a lot of local content. Year subs were a bit of a loss leader.
A: Bob.. Soul -- huge hit, helped retention.
Mulan was successful since we're doing the same with Raya? (??) But no deets how it did financially. It helps with flexibility.
Q: Black Widow???
A: Bob.. we're staying flexible. We intend to be theatrical but, who knows? Flexible!!
A: Christine: Hotstar cricket... Hotstar has a lot of local content. Year subs were a bit of a loss leader.
Interesting language their that at least confirms they are open to the idea. I'm guessing their waiting for Raya and the last Dragon numbers to come in next month.
What's DTC? My anagram decoder ring is broken today.
"Ample demand" = Why we need to offer room and ticket deals.
"Ample demand" = Why we need to offer room and ticket deals.
Q: JPMorgan: D+... are you gonna to local content there too?
How has churn on D+ been?
A: Bob... local content in a market is sometimes required by local government, and some we do for local interest. We're doing a lot of bundling in Asia.
Christine... churn... D+'s churn is financially good for us, and we expect it to go down. Good conversion from promotional to paid subs. A price increase is coming, we think it's worth it, and we think customers will thinks so too.
How has churn on D+ been?
A: Bob... local content in a market is sometimes required by local government, and some we do for local interest. We're doing a lot of bundling in Asia.
Christine... churn... D+'s churn is financially good for us, and we expect it to go down. Good conversion from promotional to paid subs. A price increase is coming, we think it's worth it, and we think customers will thinks so too.
direct to consumer
