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Recent content by Trauma

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    DHS Disney Confirms Muppets Take Over Rock 'n' Roller Coaster at Hollywood Studios

    I’m trying to be excited about this but I have little faith in Imagineering to do this right. Odds are it will be another downgrade. I hope I’m wrong.
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    News Disney CFO Hugh Johnston Says Dynamic Pricing Is Coming to the Parks

    Ok then the AI is wrong and Disneyland Paris is actually changing food prices throughout the day. I will wait for your evidence. It will be a long wait.
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    News Disney CFO Hugh Johnston Says Dynamic Pricing Is Coming to the Parks

    I’m using AI for this because I want to be as accurate as possible. Some recent coverage of Disney’s pricing strategy quotes Hugh Johnston talking about pricing across “tickets, food & beverage, merchandise” and “yield management” as a general philosophy. That has led to scary headlines...
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    News Disney CFO Hugh Johnston Says Dynamic Pricing Is Coming to the Parks

    That only works for the people who think like this until their credit cards are maxxed.
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    News Disney CFO Hugh Johnston Says Dynamic Pricing Is Coming to the Parks

    According to our AI overlords: What Disneyland Paris actually did: Switched to full-on dynamic pricing on Nov 19, 2024. 1-day/1-park tickets now float inside a range instead of a fixed price for that date. Sources put that roughly around €65–€119 (or about £48–£139) depending on demand...
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    News Disney CFO Hugh Johnston Says Dynamic Pricing Is Coming to the Parks

    But that’s not what Bob said…. Do you not remember what Bob said? What you are saying is simply not true because Bob said… Bob said… Bob said… Everyone let’s chant it together, if we can dream it !!
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    News Bob Iger Outlines Disney's Growing AI Strategy

    I don’t want to answer for them but the great work being done at Tesla AI would certainly help. With the release of 14.1.7 Self Driving is very clearly going to be solved and soon. So as long as you are able to get into the car you will be able to drive. If your handicap doesn’t allow you...
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    News Bob Iger Outlines Disney's Growing AI Strategy

    AI is in its infant stage. It could have value in specific use cases within the Walt Disney Company. However the way it’s being used now is just a buzzword. I still think the next 10 years will see some very interesting changes. Personal robots for use in the home will be coming soon...
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    News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

    Compare the trailing 52 weeks for those companies to Disney. NVIDIA stock is up approximately 122.06% over the last 52 weeks, with a 52-week range of $86.62 to $212.19 Walt Disney (DIS) has delivered a -1.38% change over the past year, with a 52-week range between 80.10 and 124.69. One of...
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    News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

    What hurts more is the brand damage of being perceived as a rip off. As far as cramming more people into overcrowded parks last time I checked Disney can limit the capacity to their parks.
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    News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

    Companies like Disney don’t fall apart overnight. You can still find a few Sears stores for example. Big companies can take a very long time to die. There are warning signs FAR in advance. Disney’s destruction of its reputation with consumers is a big flashing warning sign. 15 years...
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    News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

    Yes. None of that matters. We invest on future performance. This company is poorly positioned to deal with an economic downturn. What’s the plan for parks ? Lower the cost of the AP and flood the parks with locals ? Locals won’t be paying the insane room rates, ever increasing food costs...
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    News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

    Bob will get to step aside and leave the pile of burning wreckage for someone else to deal with.
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    DAK “Zootopia” is being created for the Tree of Life theater

    It can certainly detract from a great ride. It can prevent that ride from ever existing. Is it not possible to have an idea for a ride that would be truly amazing, but just doesn’t seem to have a way to jam an IP into it ? I guess that ride doesn’t get made because it won’t have a “...
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    DAK “Zootopia” is being created for the Tree of Life theater

    Frozen is a much better ride than Malesteom. Independent of the IP. It would make sense that the better the ride the more people in line.
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