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This is huge news. I wasn’t sure if this was going to be a smaller park or something more ambitious. This budget is gargantuan. Shanghai Disney cost ~$7.4 billion in 2025 dollars (when most construction wrapped). A budget like this permits a truly ambitious resort. Disneyland Abu Dhabi is...

You both got a response to these questions, but it was a little prickly. Here's a little bit of extra information. Disney reports the total number of available hotel room nights in their 10Q and 10K filings. It's basically the number of hotel rooms multiplied by the number of days in the...

Here is another selection from the Comcast CFO's Q1 2025 prepared remarks: "Looking past these pre-opening costs, underlying results in the quarter indicated stable trends in Orlando, giving us confidence that we are entering the Epic launch from a position of strength. In addition...

Comcast was pretty clear that declines at Universal’s domestic theme parks were largely driven by Universal Hollywood having a bad quarter and Epic Universe opening expenses. Here’s an excerpt from their earnings call. Comcast President Mike Cavanagh is speaking: “On theme parks, our first...

This anonymous X account might be the first one to break the story. This guy probably feels like a million dollars! (Via Screamscape)

Honestly, the idea that Disney’s Florida parks are doing well jives with what Comcast said. They argued that they’re opening Epic Universe in a time of market strength. Disney’s numbers seem to support that framing. Comcast’s latest quarter was negatively impacted by the L.A. forest fires and...

I was wondering if they had something like that in the contract, but they didn't mention it in the 10Q. This is very early in the project, but I'd be publicizing that clause if I had it. It's possible that it will be included in the final contract. According to the 10Q, the project contract has...

Disney has said repeatedly that one of their biggest mistakes was not having equity in Tokyo. Ever since, Disney has always ensured they have an equity stake in their theme park projects. Euro Disney, Hong Kong, and Shanghai all had Disney take equity. This project is a departure from their...

I’m so excited that Iger is reusing his old catchphrase from the Shanghai Disney days! “Authentically Disney, Distinctly Chinese” was just so clever that it had to be reused! I’m wondering what the thinking behind this project is. An immediate red flag is the lack of any actual investment from...

This is awesome—I’m glad you’ve had this experience! The best part is, for whatever flaws may exist, I think Epic Universe is worthy of considerable excitement. I don’t think you’re going to walk out of the park feeling disappointed, unless you had truly insane expectations. In a way, even...

I’ll throw this into the mix… Many domestic theme park fans have never gone to a brand-new Disney or Universal park as an adult. Animal Kingdom is 27 years old. Islands of Adventure is just shy of 26. Going to a new theme park as an adult is exciting. Everything is fresh and coherent. I went to...

The explanation that jumps out at me is that audiences might have adapted to the drought of original content. Instead of waiting for innovative movies to arrive, audiences found a new source. We now have tons of original content arriving on streaming services to satisfy our needs. Apple...

That document is leaving open opportunities for the future. It's common for resort operators to share additional information beyond their immediate plans to make sure the government and the surrounding communities are all on the same page. You'll notice that the same document mentions the...

Let's consider what we mean by "meme movie." I'm not exactly sure if there's a clearly agreed upon definition. Is it a movie that is responding to internet trends and viral images? If that's what a "meme movie" is, then I don't think we have much to fear. Memes obviously refer to the images...

I think you're misunderstanding his understanding of your misunderstanding of his understanding of Casper's misunderstanding of his understanding of Casper's original post. 🤣

I think your intuition here is probably right. It's not clear how this Minecraft movie is a uniquely detrimental phenomenon. We've seen video game films before. We've seen films try to cash in on tenuous links to existing products and services before. We've seen fan service before. We've seen...

I think you’re making several interesting points. Let me see if I’m fully understanding what you mean. Your core argument seems to be that recently Universal has taken a bigger is better approach. Their newer theme parks feature wide paths, open space, and expansive vistas. That leaves a...

He’s @TP2000. He’s going to write in a “sensationalist[ic]” way. That’s how he writes. That’s also what makes his posts fun to read. He has some of the most distinct and engaging writing on the site. He does this with every Disney movie. He tracks their success and their failure in this thread...

I think you’re being unfair to @TP2000 here. He presented two potential performance outcomes for Snow White in the older analysis you quoted. One was more bleak and the other more optimistic. One had Snow White hitting $100 million and the other had it failing to hit that metric. In the more...

I see, that's certainly a fair argument that I agree with. I must have conflated your point on not very many hotel rooms with a different point on design philosophy. A theme park should start with some goal or question to uniquely define it. For example, it might be exploring humanity's...