Disnutz311
Disney World Purist
Keep it going...Wow from 7,000 when I last checked to 33,000…
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News Chapek FIRED, Iger New CEO
- Thread starter Chef Mickey
- Start date
It will be interesting to hear if the Wall Street analysts that cover the Disney stock will ask Chapek during Q&A in the upcoming Q4 public conference call in November about the petition. I doubt it will even be mentioned.Wow from 7,000 when I last checked to 33,000…
Notes from Neverland
Well-Known Member
While all of that is true, you may be giving the average investor too much credit. Some only want the dividend and won't be happy until it returns.Disney's stock only looks 'bad' when you compare it to that high. But that high was an anomaly that came from investors dumping money into Disney shares when it looked like Disney's survival of the pandemic was a sure thing and not a danger of major loss (as was the case with other businesses). Since then, that high has come down right to where the Dow average is for all Dow stocks. In that context, it's doing just fine. But compare it to a one-time blip of a high, and you can paint it as it being horrible. And for day-traders, it is. But for people who hold onto stock as a long term investment, Disney is a blue chip.
The same deal with its D+ subs. Disney shot thru it's five year goal in the first year of existence. They finally revised their 2024 goal to be much higher at 230-260M subs. But with Chapek recently saying that the current growth has a slight slow down of only a single digit percentage increase instead of a double digit, that caused *one* analyst to downgrade their Dis Stock recommendation because in his calculation, Disney+ won't hit the 256M subs he was predicting but *only* 236M subs. -- which is still in Disney's own predictive goal. But, because it's less than what he was expecting, then all of a sudden, he writes about the tragedy of Disney stock. And yet, in the end, says it could still turn out at the high end of the goal.
Click-bait be click-bait. Analysts have the churn out articles for their clients/readers.
History of D+ growth:
Disney’s Addiction to Subscriber Gains Drives Disruption at the Expense of Theatrical Revenue (Guest Column)
Disney's need to deliver subscriber gains for Disney Plus has come at the expense of theatrical revenue, writes USC's Gene Del Vecchio.variety.com
The panicked 'analyst':
Disney Analyst Cuts Stock Price Target on Streaming Subscriber “Reset”
"Investors need to see that Disney can bring in new subs, especially outside of the core genres," says Wells Fargo's Steven Cahall.www.hollywoodreporter.com
A rosier analyst...
Disney+ to Surpass Netflix in 2025, Hit 284M Subscribers in 2026, Analyst Forecasts
"Three platforms will control nearly half the world's SVOD subscriptions by 2026," according to Digital TV Research.
Disone
Well-Known Member
100%. There is no one on the board of directors but there has been a massive decline in attendance, for Eisner it was 9/11 and the recession and for Bob Cheapenit it's the pandemic.
Bob like eisner is vulnerable right now. All he needs is a catalyst like Roy to propel this. And it could happen. Who will play the role of Rolly this time if anyone at all is really the question.
No one that comes to mind at this point and has the nerve like Roy to take on Eisner like he did. Roy Disney was fearless with his Save Disney campaign including the shareholder revolt in the mid 2000s.
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Looks to be slowing down but could hit 50k before midnight.
Disone
Well-Known Member
It's already slowing down? Bummer. 50k really isn't that impressive considering how many shareholders there are.
MrPromey
Well-Known Member
What's that you say about the pandemic being to blame?
Universal Orlando sees most profitable quarter ever amid pandemic
Universal Orlando’s last quarter was its most profitable ever, despite COVID-related travel restrictions limiting international visitors to the U.S., executives from parent company Comcast re…
www.orlandosentinel.com
MrPromey
Well-Known Member
Most of that activity's been in the last week or so, though.
The petition may be old but the energy around people signing is new, even if possibly fleeting.
CaptainAmerica
Well-Known Member
I'm going to start a petition to fire the person who wrote that petition... for improper comma use and general butchery of the English language.
It was the best of times, it was the worst of times…
One company opened their world class roller coaster attraction on time, essentially returned to normal operations with all of their entertainment returning.
To woo back guests this company offered discounts and greatly expanded their Halloween event turning it into a dining event with a ton of really nice food options.
Another company dragged their feet on bringing back their entertainment and still doesn’t have over half of it back. This same company delayed the opening of a clone of a ten year old ride by 3 months and only opened it with a convoluted boarding group lottery in the hope this annoyance would cause guests to pay extra to skip it even though the ride doesn’t need it.
This company scaled back their major anniversary and refused to offer discounts when they couldn’t fill rooms. They also canceled their wildly popular Halloween event for a cheaper version to operate that only lightly celebrated the season, thinking their customers value riding that parks rides with low waits over special seasonal entertainment.
Finally, this company continues to restrict the movement of their guests to their parks with arbitrary rules like no changing parks until 2pm, in the name of efficiency. Then can’t comprehend why it’s park currently half under construction that opens 1 hour later then any other parks isn’t meeting it’s sales goal for its food event, not realizing that it’s blocked most of their paying customers from buying said food as they prevent you from going for the lunchtime hour.
The market is speaking, and your customers are voting with their feet, Mr Chapek will you listen?
One company opened their world class roller coaster attraction on time, essentially returned to normal operations with all of their entertainment returning.
To woo back guests this company offered discounts and greatly expanded their Halloween event turning it into a dining event with a ton of really nice food options.
Another company dragged their feet on bringing back their entertainment and still doesn’t have over half of it back. This same company delayed the opening of a clone of a ten year old ride by 3 months and only opened it with a convoluted boarding group lottery in the hope this annoyance would cause guests to pay extra to skip it even though the ride doesn’t need it.
This company scaled back their major anniversary and refused to offer discounts when they couldn’t fill rooms. They also canceled their wildly popular Halloween event for a cheaper version to operate that only lightly celebrated the season, thinking their customers value riding that parks rides with low waits over special seasonal entertainment.
Finally, this company continues to restrict the movement of their guests to their parks with arbitrary rules like no changing parks until 2pm, in the name of efficiency. Then can’t comprehend why it’s park currently half under construction that opens 1 hour later then any other parks isn’t meeting it’s sales goal for its food event, not realizing that it’s blocked most of their paying customers from buying said food as they prevent you from going for the lunchtime hour.
The market is speaking, and your customers are voting with their feet, Mr Chapek will you listen?
Brer Panther
Well-Known Member
To our knowledge, technically.
No one has the #@%& to start a revolt.
EPCOT-O.G.
Well-Known Member
I think the shareholder dynamics are vastly different now. Eisner, and the Bass Brothers, were huge shareholders of the company. Iger is too - he may be the largest individual owning shares of the company - but his stake amounts to 0.06% of all shares. I don't know what comparative amount Eisner or those others had, but the sense from Disney War was it was a sizeable portion.
MrPromey
Well-Known Member
And this is why Universal just posted their best quarter ever for their Florida resort - not just the best since the pandemic but the best since opening.
What's Disney's excuse, again?
John park hopper
Well-Known Member
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I think it's still true that company management doesn't or shouldn't really concern themselves with information like this, but it feels like that attitude can't last much longer.
So where's the closest place off property for a large gathering to stand with picket signs and megaphones at the ready?