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News Disney’s Q3 FY25 Earnings Results Webcast
- Thread starter DCBaker
- Start date
flyerjab
Well-Known Member
I don’t agree with most of your financials…however, I totally appreciate your watching out of market hockey games. I’m a Philly guy so go Flyers. But, I spent so many nights watching Hatcher and Modano vs. Sakic and Forsberg. Ah, the good old days…I mean…I am the espn generation…right in my wheelhouse. And a follower of all things sports…
And I never use it. Begrudgingly to watch out of market hockey games.
It’s just a terrible/repetitive product. Beholden to the nba (bad prosuct)…not really comprehensive enough on any sport to engage the modern degenerate gambling crowd.
I think it had its time. And it’s basically responsible for almost the entirely of one guys career. Don’t sleep on that factoid.
But I can’t see it.
Maybe it’s because I can’t stand mcafee and Stephen A so much?
Now back to our regularly scheduled programming
Sirwalterraleigh
Premium Member
I’m 10 miles form center city…and I’m sure as HELL not watching in market gamesI don’t agree with most of your financials…however, I totally appreciate your watching out of market hockey games. I’m a Philly guy so go Flyers. But, I spent so many nights watching Hatcher and Modano vs. Sakic and Forsberg. Ah, the good old days…
Now back to our regularly scheduled programming
But I digress
The annoying thing about me is most of my Disney predictions come close in time…every Disney fan better hope that doesn’t happen with my thoughts on management and their financials.
Rome would fall
Sirwalterraleigh
Premium Member
Nevermore525
Well-Known Member
Cash booked hotel nights:
Q3 2024: 2,110,690
Q3 2025: 2,206,760
So about 5% more rooms booked with cash vs the prior year quarter
Q3 2024: 2,110,690
Q3 2025: 2,206,760
So about 5% more rooms booked with cash vs the prior year quarter
JD80
Well-Known Member
I'm willing to bet they are coming from guests that don't normally fit in a 4 person bedroom. As a family of 5 and as a family that often visits with a grandparent (party of 6) the options that don't cost a mortgage payment aren't great on property.
Splash4eva
Well-Known Member
We have discussed before. How Iger has been given a pass by Wall St to me will go down as one of the biggest mysteries ever…That’s my Star Wars argument:
“Look at all that money they make!”
Yeah…good thing they can’t track/report all the money they are NOT making due to product rot.
Shareholders would not be kind to those types of things if they were actually engaged…but they’re mostly computers anyway
Splash4eva
Well-Known Member
Working on it? These last projects have over promised and underwhelmed for most part. Removing something to replace with another without any expansion. All these years w/o a night parade and finally get one and by all means its good but far from great and doesnt top any of the previous ones… as Sir just said noone ever talks about the missed revenue this company or any company for that matter…
Sirwalterraleigh
Premium Member
Nobody said any of that…
What was said and is still true is that the parks are not at all “crowded”…which strongly indicates is due to off property defection.
That’s just my take…after I don’t know…1,000 days in the parks over 5 decades and multiple stops each year on average…so I might just need glasses
These exchanges need not happen…stupid comments are always the catalyst
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For the first 9 months of this fiscal year, Disney capex for parks and cruise lines was $4.9B.
$2.0B was depreciation.
So capex for new stuff at the parks and cruise lines was $2.9B over nine months.
$2.0B was depreciation.
So capex for new stuff at the parks and cruise lines was $2.9B over nine months.
TRON was an expansion.
GE and TSL was an expansion.
Ratatouille was an expansion.
Cosmic Rewind's gravity building was an expansion.
Villains will be an expansion.
Going from Primeval Whirl to Encanto will be an expansion (in footprint and capacity).
Monster Inc Coaster is an expansion.
And that's just in Orlando.
And no one talks about missed revenue because how easily one can make up imagined billions that were "missed."
Just like one can make up that there is no expansion even in the face of contrary evidence.
The Walt Disney Company made a *profit* over over four and a half Billion dollars in just this one, past quarter.
In just one quarter.
$2B from parks and cruise lines
$1B from Entertainment content (TV and movies)
$1B from Sports.
In just one quarter.
Splash4eva
Well-Known Member
Tron we lost nothing agreed was an expansion
GE/TSL how can you say was an expansion where we lost nothing?
GoTG was a replacement not an expansion
Rat was a nice addition.
What am i missing here when we are talking past projects on stuff that was either an overlay or removed completely…
Especially when the over lays are underwhelming ones and in regards to GE/TSL both promised more than what we really received.
JD80
Well-Known Member
Failing company, could have been 7B if they just did the right things.
Obviously I will provide no proof of this.
doctornick
Well-Known Member
But we were told over and over here how streaming would never be profitable for Disney….
lentesta
Premium Member
At 91 days in the quarter, that's 28,198 rooms per night.
At 86% occupancy that's around 32,788 domestic hotel rooms.
DLR has ~2,905
WDW has ~29,355
So that's 32,260. Plus whatever Hilton Head and Vero Beach have, which isn't much.
I'm sure there's some rounding in that 86%, but the numbers seem to line up.
peter11435
Well-Known Member
Relying on stock price to judge the health and performance of a company is itself unhealthy.
The fact that Netflix has a market Cap more than double that of TWDC is laughably absurd.
As Drew Carey said “the rules are made up and the points don't matter”
Disney Analyst
Well-Known Member
and didn’t Universal still have a weak quarter?
Nevermore525
Well-Known Member
What’s the total room count (DLR, WDW, Aulani) including DVC (which DVC booked rooms are not counted as available room nights on the filings)?