Recent content by ctrlaltdel

  1. ctrlaltdel

    News Disney’s Q3 FY25 Earnings Results Webcast

    It's all about bundling with them. Obviously their main target is the trio (D+/Hulu/ESPN) but they have had great success inter-company bundling. You see it with the Max/Hulu bundle, which has the lowest churn rate in the industry due to the avalanche of excellent adult-centered content from...
  2. ctrlaltdel

    News Disney’s Q3 FY25 Earnings Results Webcast

    The big difference is interest rates. We had a decade plus of very low interest rates starting with the great recession through COVID. This led to very cheap borrowing, especially for blue chip companies like Disney with stellar credit. Made it easy to spend billions of dollars on potential...
  3. ctrlaltdel

    News Disney’s Q3 FY25 Earnings Results Webcast

    Yeah I have no idea. That being said it's still extremely profitable (not as much as 10-15 years ago), I do remain skeptical that the sports only streaming service can be successful, it's gonna be reliant on the bundle deals.
  4. ctrlaltdel

    News Disney’s Q3 FY25 Earnings Results Webcast

    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...
  5. ctrlaltdel

    DHS Monster Inc Land Coming to Disney's Hollywood Studios

    I live in a small, rural city (30k-ish population) and we have multiple successful places that sell sushi. I use that as a barometer for the average American taste since the area is pretty provincial. Japanese food is very much apart of mainstream US food culture.
  6. ctrlaltdel

    MK Cars-Themed Attractions at Magic Kingdom

    Is that just for Villains or the both Cars & Villains combined? I assumed Villains had a coaster and an E-ticket.
  7. ctrlaltdel

    MK Cars-Themed Attractions at Magic Kingdom

    Villains getting an attached hotel makes a lot of sense. As long as it's a traditional hotel (a/k/a not Starcruiser), it will make bank.
  8. ctrlaltdel

    Lightning Lane at Walt Disney World

    TT being open should spread some of the demand out on Tier 1. Epcot does have some obvious LL problems with the lack of top end attractions for the LLMP though, which is why Remy and Frozen go so quickly.
  9. ctrlaltdel

    MK Villains Land Announced for Walt Disney World's Magic Kingdom

    Velocicoaster (which I have ridden) and Stardust Racers (which I have not ridden yet) are two of the absolute most intense roller coasters in the world (Iron Gwazi at Busch Gardens Tampa maybe THE most intene for another FL coaster). I don't expect Disney to go that far, but I think it is time...
  10. ctrlaltdel

    MK Villains Land Announced for Walt Disney World's Magic Kingdom

    It's likely gonna be a Vekoma or Mack (maybe Intamin but I doubt it, that's too intense for Disney). Those are glass smooth nowadays unlike an older B&M (like Hulk) or an older Vekoma (like RnRC). An inversion or two would be great. Think it is quite unlikely it is another suspended coaster...
  11. ctrlaltdel

    MK Villains Land Announced for Walt Disney World's Magic Kingdom

    I would assume it's kinda like those rides where a POV of the ride experience looks a lot worse than actually experiencing the thing.
  12. ctrlaltdel

    MK Villains Land Announced for Walt Disney World's Magic Kingdom

    Almost certain that Vekoma will be the one doing the suspended door coaster. I would guess it will likely be Vekoma doing the coaster here, but I'm guessing not another suspended coaster.
  13. ctrlaltdel

    DHS What should they do with Animation Courtyard?

    I see them continuing the building spree the for the first 5 years of the 2030s. Essentially 3 major projects (lands/attractions) every 24 months. AC is the fairly obvious next spot to tackle for DHS. Though to be honest, the continued spending depends on the new CEO. If it's someone that is...
  14. ctrlaltdel

    DHS Monster Inc Land Coming to Disney's Hollywood Studios

    I will disagree on saying this is too immense. Muppets Courtyard is essentially a mini-land being rethemed, and now the addition is an extra courtyard with a play area and the show building for a roller coaster. Don't think they are really blowing this out.
  15. ctrlaltdel

    EPCOT Test Track to be reimagined

    Looks fantastic. Honestly looks like one of the best ride re-dos they have ever done.
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