News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

[LSLS]

The Six Flags Season Pass has allowed you to visit all the parks for ~15 years. And if you renewed early for next year, you got the rest of the current year as well.

Looking at Six flags historic, it looks like that was the option for the second tier of passes. This was always an add-on with Cedar Point/fair (at least in the near term). It's also only good til September (at which point you have to pay for the all parks add on). At any rate, it's a special perk being offered for just August, which to me is them trying to boost up their pass sales, as it looks like that has been an issue in their reports.

 

[TrainsOfDisney]

It's also only good til September (at which point you have to pay for the all parks add on).

What!? What’s the point of that!

 

[Trauma]

I can only speak for this Six Flags in my area.

( Chicago )

It is a disgusting poorly run cesspool that you couldn’t pay me money to attend.

Unless someone can take over that has some amazing ideas to revitalize the park, I think it would be better off being bulldozed to the ground and building condos.

 

[Kamikaze]

What!? What’s the point of that!

He's saying the current offer is only valid through August 31. At which point it will be renewed for Sept.

 

[Kamikaze]

Looking at Six flags historic, it looks like that was the option for the second tier of passes. This was always an add-on with Cedar Point/fair (at least in the near term). It's also only good til September (at which point you have to pay for the all parks add on). At any rate, it's a special perk being offered for just August, which to me is them trying to boost up their pass sales, as it looks like that has been an issue in their reports.

It was always a throw in at around this time of year. I probably have emails I can find where they would offer 'Get your season pass for next year and visit all of our parks for the cost of one!'

 

[lazyboy97o]

Looking at Six flags historic, it looks like that was the option for the second tier of passes. This was always an add-on with Cedar Point/fair (at least in the near term). It's also only good til September (at which point you have to pay for the all parks add on). At any rate, it's a special perk being offered for just August, which to me is them trying to boost up their pass sales, as it looks like that has been an issue in their reports.

Before they had tiers a Six Flags season pass was good at any park.

 

[Kamikaze]

I don’t find this particularly encouraging…though I’m sure it will be “glazed” away. That combined with the news their ad revenue seems to have “flattened” and more Hail Marys with espn they’ll probably lose a lot of money on…

And as a reminder - same as with parks - price increases and cost cutting is not “growth”…it’s actually the polar opposite. Doesn’t stop HUGE from going on squawk box to present it as such…however.

Yeah, theres only so many people that are every going to sub to any streaming service. Unless that service changes the type of content it offers, its not going to gain huge numbers of subs in a short period once its a matured platform.

 

[Disney Irish]

Did you ChatGPT that answer?

Palantir is a trash company, moved out to help protect it from being sued to oblivion.

FICO isn't really a tech company.

Oracle is based in Texas currently, and is moving to Tennessee.

HP split into two divisions (like Disney), the actual World Headquarters is still in Palo Alto.

Realtor.com is a very small company, and yes, they moved from CA to TX. However - they are actually wholly owned by News Corp, who has their World Headquarters in Manhattan.

People really need to learn the definition of "leave".

Palantir has its former HQ Palo Alto location with employees still working in it today.

FICO still has 4 locations across California with employees still working in it today.

Oracle still has multiple large sites across all of California with thousands of employees including at their former HQ location in Redwood Shores.

HP as you mentioned still have its HQ in Palo Alto with thousands of employees still working in it today.

Realtor.com is the only company on that list of 11 article that even "left" California, and as you said they are small. So a couple hundred employees at most.

So yes there have been a few "small" companies that completely left. But these other large companies that had headlines written about them "leaving" never actually left California. All they did was change the address of some facilities to make it seem like they "left", without actually leaving. Which is funny anyways, since a majority of these companies are actually incorporated in Delaware anyways not California.

So who cares where a corporate address says they are located, the question is do their employees still work in and contribute to the California economy. And if the answer is Yes, then they never "left".

 

[Chi84]

People really need to learn the definition of "leave".

Palantir has its former HQ Palo Alto location with employees still working in it today.

FICO still has 4 locations across California with employees still working in it today.

Oracle still has multiple large sites across all of California with thousands of employees including at their former HQ location in Redwood Shores.

HP as you mentioned still have its HQ in Palo Alto with thousands of employees still working in it today.

Realtor.com is the only company on that list of 11 article that even "left" California, and as you said they are small. So a couple hundred employees at most.

So yes there have been a few "small" companies that completely left. But these other large companies that had headlines written about them "leaving" never actually left California. All they did was change the address of some facilities to make it seem like they "left", without actually leaving. Which is funny anyways, since a majority of these companies are actually incorporated in Delaware anyways not California.

So who cares where a corporate address says they are located, the question is do their employees still work in and contribute to the California economy. And if the answer is Yes, then they never "left".

My daughter’s company is leaving Denver to relocate in Texas because of lower taxes and a business friendly environment. But the employees don’t want to live in Texas so many are leaving or trying to arrange remote work. It’s turning into a rough time for the company.

 

[Disney Irish]

My daughter’s company is leaving Denver to relocate in Texas because of lower taxes and a business friendly environment. But the employees don’t want to live in Texas so many are leaving or trying to arrange remote work. It’s turning into a rough time for the company.

Yep, its not affecting just California, its across the entire nation. Companies hunt for the best "deal" for taxes, its why you have companies like Oracle hopping HQs after a couple years. Luckily most of these large California companies have allowed their employees to stay in California. Not so lucky for other small companies inside and outside of California.

 

[Chi84]

Yep, its not affecting just California, its across the entire nation. Companies hunt for the best "deal" for taxes, its why you have companies like Oracle hopping HQs after a couple years. Luckily most of these large California companies have allowed their employees to stay in California. Not so lucky for other small companies inside and outside of California.

This is a company that employs people with advanced degrees. They thought everyone in Denver would pack up and move. Now they’re trying to hire people in Texas or willing to move there to fulfill their obligation to the state and it’s not happening. They’re hurting.

 

[MisterPenguin]

Disney streaming subscriber growth is stalled. ​

It went up worldwide. Your source lies.

Disney says it will no longer report paid subscribers or average revenue per unit for ESPN+ as of its Q4 2025 and for Disney+ and Hulu as of its Q1 2026 (@xpangler / Variety)​

True. But that's just like what Netflix and other streamers are doing.

Wall Street stopped caring about sub growth 3 years ago. They only wanted to know about profit.

While sub numbers are a useful data point, they have their limits. The most important being *saturation.* There are only so many people and households on this planet. You can't have subs go up "double digits" every quarter and year. This is an issue that Netflix has been having over the past few years.

Revenue was up just 6% y/y. Operating margin of 5.6% was achieved by price increases and cost cuts.​

Yes, here's Wall Street's big bugaboo, namely "DID IT GO UP DOUBLE DIGITS?"

In the last quarterly call there were three or four questions which asked about "...double digits..."

This is because Wall Street wants to use that metric as their golden goose. If you're hitting "double digits" then your stock has worth (in their point of view) and thus worthy to buy stocks in that company. But that's only because everyone (on Wall Street) thinks "double digits" is the key to growth in their stocks and they all buy in, continuing to push up stock prices. And then the day-traders jump in hoping to ride the minute-by-minute gaming of the system by 'buying low and selling high.'

But the stocks go up only because everyone else is buying those stocks and pushing up it's price. And only because they heard "double digits."

Disney just *profited* $4B this past *quarter.* But because it's gains weren't "double digit," Wall Street ain't interested in their stocks.

The legacy linear TV profits will never be replaced.​

Not totally. But it will be niche. Mostly becoming just over-the-air live broadcasts for those who don't have an internet connection.

Even the "what about sports?" crowd will find out that live sports can be streamed. And that's what all the streaming providers are getting into place. That's what TWDC's deals with NFL.com and Fubo are all about... live-streaming sports. (As well as watching the content later at one's convenience.)

Disney+ already has 24 hours news streaming. It will be able to live-stream dozens of live events at the same time. You chose which one you want to 'tune in' on.


You should really follow us on the quarterly call threads to be educated on this rather then putting some out-of-touch Tweet in this CEO death-watch thread.

 

[Serpico Jones]

 

[Sirwalterraleigh]

Yeah, theres only so many people that are every going to sub to any streaming service. Unless that service changes the type of content it offers, its not going to gain huge numbers of subs in a short period once its a matured platform.

That just won’t be good enough for the market…they hate high overhead and low margins and that’s what they’ve signed up for

 

[Sirwalterraleigh]

Disney streaming subscriber growth is stalled. ​

It went up worldwide. Your source lies.

Disney says it will no longer report paid subscribers or average revenue per unit for ESPN+ as of its Q4 2025 and for Disney+ and Hulu as of its Q1 2026 (@xpangler / Variety)​

True. But that's just like what Netflix and other streamers are doing.

Wall Street stopped caring about sub growth 3 years ago. They only wanted to know about profit.

While sub numbers are a useful data point, they have their limits. The most important being *saturation.* There are only so many people and households on this planet. You can't have subs go up "double digits" every quarter and year. This is an issue that Netflix has been having over the past few years.

Revenue was up just 6% y/y. Operating margin of 5.6% was achieved by price increases and cost cuts.​

Yes, here's Wall Street's big bugaboo, namely "DID IT GO UP DOUBLE DIGITS?"

In the last quarterly call there were three or four questions which asked about "...double digits..."

This is because Wall Street wants to use that metric as their golden goose. If you're hitting "double digits" then your stock has worth (in their point of view) and thus worthy to buy stocks in that company. But that's only because everyone (on Wall Street) thinks "double digits" is the key to growth in their stocks and they all buy in, continuing to push up stock prices. And then the day-traders jump in hoping to ride the minute-by-minute gaming of the system by 'buying low and selling high.'

But the stocks go up only because everyone else is buying those stocks and pushing up it's price. And only because they heard "double digits."

Disney just *profited* $4B this past *quarter.* But because it's gains weren't "double digit," Wall Street ain't interested in their stocks.

The legacy linear TV profits will never be replaced.​

Not totally. But it will be niche. Mostly becoming just over-the-air live broadcasts for those who don't have an internet connection.

Even the "what about sports?" crowd will find out that live sports can be streamed. And that's what all the streaming providers are getting into place. That's what TWDC's deals with NFL.com and Fubo are all about... live-streaming sports. (As well as watching the content later at one's convenience.)

Disney+ already has 24 hours news streaming. It will be able to live-stream dozens of live events at the same time. You chose which one you want to 'tune in' on.


You should really follow us on the quarterly call threads to be educated on this rather then putting some out-of-touch Tweet in this CEO death-watch thread.

What an eloquent post with almost zero relevance

The money people DONT care! They run the world.

This is like fighting city hall…if they are gonna penalize you for the downshift form cable to stream…nothing will stop that.

They care as much for you blowing dust on Disneys behalf as Disney does…which is zero.

Do a vlog where you make a fool of yourself in parks that gets a million clicks and Disney will give you a free annual pass and a room…that’s the ceiling of appreciation of blanket support.

…if not…live in the real world.

 

[Sirwalterraleigh]

Ouch…that’s harsh even for me…

And he nailed them. Opinions vary…but good opinions tend to be true in the end.

 

[monothingie]

Ouch…that’s harsh even for me…

And he nailed them. Opinions vary…but good opinions tend to be true in the end.

You’re not impressed by the sparkly thing they wave in front of the Wall Street morons 4 times a year?

 

[monothingie]

Looking good!

 

[Sirwalterraleigh]

You’re not impressed by the sparkly thing they wave in front of the Wall Street morons 4 times a year?

Doesn’t matter if I’m impressed

 

[Sirwalterraleigh]

Looking good!

View attachment 875739

Well I hope it corrects…

Not because I love Bob…because I can’t imagine what stupid moves he would pull when faced with:

1. Slowing travel market
2. Revenue problems in tv and film
3. Massive increase in “taxes” that will have ripple effects on all western spending.

That Annual nobody wants gonna be $5,000 ($4,995 for renewal)