Disstevefan1
Well-Known Member
RIP Hollywood I guess then.
OR
Could Hollywood and friends of Hollywood that are in the government kill YouTube, TikTok and Netflix???
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News Josh D’Amaro Named Next CEO of The Walt Disney Company
- Thread starter DCBaker
- Start date
OR
Could Hollywood and friends of Hollywood that are in the government kill YouTube, TikTok and Netflix???
Sirwalterraleigh
Premium Member
I thought it was incredibly well constructed…but horribly conceived and designed
Now that it’s been like 6 months…my immediate reaction changed.
It can’t handle people and is egregious on how you have to do it. Just to summarize: you basically have to pay a $300 a person line skip to have a good time…even if it doesn’t rain
That’s a $1500 for 4 park day. It would make Disney blush.
That’s just not a reasonable amusement park market…and relative to inflation it will probably get worse.
FiestaFunKid
Well-Known Member
Not quite - when he was a commercial director at WDW, not reporting to Iger of course, Pete was impressed with Josh in some contact they had and went on and on about how he carried himself and that he would be CEO someday (which actually was a pretty bold call given how few people get to be CEO and how things have to fall to still even be in DIsney leadership 10 years later). He said more of the same after Josh got promoted to run DL.
And it was unusual b/c Pete spent most of his time hating on parks leadership and wanting to toss them out
Sirwalterraleigh
Premium Member
Disstevefan1
Well-Known Member
Lets see if Iger picked better this time, his last pick, Chapek, he could not control.
I have a feeling Iger will be able to control Josh.
Lets see what happens.
Selfishly, I just want good stuff for WDW.
Sirwalterraleigh
Premium Member
Oh I think there’s a general consensus - even here - that his people skills are far beyond chapek and likely Iger as well.
That’s not “nothing”.
But the question is really who and how is he gonna serve?
That cringey interview on abc last night poured gas on the concern fire
It was like a kid deferring to Mom. Cringe
FiestaFunKid
Well-Known Member
Josh definitely played the game and fell in line to advance his career and has natural political skill to sharply navigate this with a warm smile - BUT he has some actual love for the parks and parks history according to many....so I have some small hope he is not an Iger clone and will chart his own course, even with Bob as an advisor (we may know if Iger quits 6 mos in after being marginalized)
FettFan
Well-Known Member
And I’d bet dollars to pesos Iger wants to be an advisor to Damaro just as Edgar Bergen was an advisor to Charlie McCarthy.
“My boy, I MADE Chapek.”
Sirwalterraleigh
Premium Member
We shall see…
When left to their own devices, humans tend to believe what they want over what they have actually seen.
BrianLo
Well-Known Member
We had a lot of random tidbits of information on this, I’ll do my best to try and remember and summarize. Apologies, because it’s an info dump and gets confusing.
Most of it is not a real commitment, I don’t need random replies reminding us of the obvious.
60B capital company wide
The timeframe seems to be Oct 1 2023 - Sept 30 2033.
17B (of the 60) at WDW in entirety
12B (of the 17) at WDW for what most people actually think about as new projects
8.5B (of the 17) that they are being audited on (or 6B of money you’d care about).
12B (of the 60) for Disney Cruise Line fleet expansion
18B (of the 60) is refurb and maintenance worldwide; 5B of that is for WDW accounted for in the 17.
2B (of the 60) that needs to be spent at DLR and is being audited. NOT including the avengers ride; but, seemingly would include the eastern gateway, coco and Pandora, so that’s probably the 2B right there.
70% of parks spending “is earmarked for incremental capacity expanding investments around the globe”.
Meaning something like a cruise ship dry dock, hotel refurbs, maybe as significant as Big Thunders retracking fall into the latter bucket. Or out of the pot of 5B earmarked for WDW.
Something like the Walt robot, Indy, lakeshore lodge or probably the Monsters show replacement comes out of the 12B bucket. Despite some of those really just being replacements.
Only 30B in totality is being spent on land for “new capacity”.
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The easiest way to think about it is each gate gets 3B dollars over 10 years of money you’d actually care about. Though hotels will eat into that.
The curious thing is 6B of Disney’s money doubles to 12B when we refer to China. Hong Kong doesn’t seem to have that much on the docket. In theory there might instead be a park in Shanghai’s moderate future and asymmetrically might explain that.
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12B is earmarked specifically for DCL as mentioned. 1.8B on Adventure. 1.1B on Treasure, Destiny, Ship 4. ?1B x 3 on the new ships that are 30% smaller than Wish vessels coming 2029/30/31. There’s still a lot of unaccounted for money in this category, which highly suggests 2032/2033 options.
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The 12B of actual money for WDW really does not allow for a new park with the current spend outlay we know about. Still a good chunk of change left, but there isn’t 8B left.
MrPromey
Well-Known Member
You think Joe or Tony want that kind of headache at this stage of their lives?
If they were even considered and offered (which they never would be), it seems highly unlikely either of them would be motivated to accept. I mean, the money's nice but they're more likely to die working in an administrative role that I imagine both would find unappealing before either would get to enjoy much of that cash.
As for Lasseter, he's had this kind of executive role so he'd probably be able to but he too is no spring chicken and I'd doubt he'd be looking to be dealing with as much these days, either. Been there, done that and it didn't work out great for him the first time around. (problems with alcohol don't usually start from a happy healthy place) Also, I doubt he needs the money.
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Sirwalterraleigh
Premium Member
Way to caveat the important reality of the situation there, Ace
MrPromey
Well-Known Member
Agreed. They changed the long-term expectations and viewing habits of consumers while chasing short-term profits and now they're stuck with the market they created.
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BrianLo
Well-Known Member
Way to caveat the important reality of the situation there, Ace
The only thing that would be hard/impossible to walk back is what’s delivered, the cruise ship orders and the minimum spends at WDW and DLR. Neither of the latter are much more than what they are already doing / have done to meet the thresholds.
Sirwalterraleigh
Premium Member
If travel tanks most of that park stuff in That “budget” will die and we will never hear of it again.
The only thing that would be hard/impossible to walk back is what’s delivered, the cruise ship orders and the minimum spends at WDW and DLR. Neither of the latter are much more than what they are already doing / have done to meet the thresholds.
They seem to finally get that they can’t shortchange the parks or the milk will run out of that cow…but that doesn’t mean they are in a position to spend if revenues fall
CoastalElite64
Well-Known Member
I could see YouTube being split or broken up in the next decade. But Netflix will stay on top.
Does Bob give up his office with the shower? That will tell you everything.Oh I think there’s a general consensus - even here - that his people skills are far beyond chapek and likely Iger as well.
That’s not “nothing”.
But the question is really who and how is he gonna serve?
That cringey interview on abc last night poured gas on the concern fire
It was like a kid deferring to Mom. Cringe
If you hear grumblings from within the town that Bob is unhappy with where his company is going, rest assured he'll do or is doing everything he can to destroy Josh.
Walt Disney World President Jeff Vahle Calls Josh D'Amaro 'The Real Deal'
Walt Disney World President Jeff Vahle Calls Josh D'Amaro 'The Real Deal'
Walt Disney World President Jeff Vahle Calls Josh D'Amaro 'The Real Deal'
www.wdwmagic.com
Let the butt kissing begin.Walt Disney World President Jeff Vahle Calls Josh D'Amaro 'The Real Deal'
Walt Disney World President Jeff Vahle Calls Josh D'Amaro 'The Real Deal'
Walt Disney World President Jeff Vahle Calls Josh D'Amaro 'The Real Deal'
JD80
Well-Known Member
D+ will be the top one when all is said on done.. Personally the streaming bubble is going to pop sooner rather than later. Its going to end up the way of cable. Its getting close to the same cost as cable.
Streaming is not anywhere close the same cost as cable unless you decide to subscribe to everything. And you think streaming is going to pop soon? Lol. ok.