Disney’s Q2 FY22 Earnings Results Webcast

EPCOT-O.G.

EPCOT-O.G.

Well-Known Member
HauntedPirate said:
More info on the $1B haircut in content spending:

stocks.apple.com

Disney Trims $1B in Content Spend Amid Drive for Streaming Profits — The Hollywood Reporter

Still, $32 billion is an enormous spend across its linear and streaming properties, but CEO Bob Chapek is signaling to Wall Street: "We're very carefully watching our content cost growth."
stocks.apple.com stocks.apple.com

Basically, lower quality shows and a price hike coming.
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How could it get any lower in quality? Their non- Star Wars and non-Marvel shows have been kinda garbage.

No one is watching Doogie Kamealoha, MD, The Mysterious Benedict Society, High School Musical, Mighty Ducks, or Diary of a Future President.
 
T

todd23

Active Member
EPCOT-O.G. said:
How could it get any lower in quality? Their non- Star Wars and non-Marvel shows have been kinda garbage.

No one is watching Doogie Kamealoha, MD, The Mysterious Benedict Society, High School Musical, Mighty Ducks, or Diary of a Future President.
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Actually, my wife and I have watched all those shows and have thoroughly enjoyed them. We're looking forward to the next seasons of those that have additional seasons. And we're in our early 40s with no kids.

It's funny, though, we identified more with Doogie Kamealoha's parents than her in the show, and they worked in a number of references from them that spoke to people our age.
 
el_super

el_super

Well-Known Member
Dan Deesnee said:
I hope investors continue to punish Disney stock. They're losing confidence in Chapek. Investors like stability.
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The parks have been nothing but stable. At revenue of $6B+ for the quarter, the parks are showing a return to 2019 numbers.

Even if they have had enough of Chapek and his PR missteps, the board will be sure that they hire someone who will run the parks the exact same way.

Revenue here is a referrendum on their actions, and so far people are voting in the affirmative.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
el_super said:
The parks have been nothing but stable. At revenue of $6B+ for the quarter, the parks are showing a return to 2019 numbers.

Even if they have had enough of Chapek and his PR missteps, the board will be sure that they hire someone who will run the parks the exact same way.

Revenue here is a referrendum on their actions, and so far people are voting in the affirmative.
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Agree…

Do have to watch for the next few months - However - due to people blowing money like drunken sailors for the last 6.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
EPCOT-O.G. said:
How could it get any lower in quality? Their non- Star Wars and non-Marvel shows have been kinda garbage.

No one is watching Doogie Kamealoha, MD, The Mysterious Benedict Society, High School Musical, Mighty Ducks, or Diary of a Future President.
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Disney has detailed and granular access to what people are watching down to the minute.

Any show that gets a second season is a popular show.
 
P

Piratetiki

New Member
This is all Wall Street double talk. Chapek is a lousy leader for Disney. He would do fine at McDonald's or Starbucks, both of which have nothing to sell but PRODUCT. Disney on the other hand is selling the SHOW. Even Eisner, as bad as he got to be, was always about selling the show. Even the Disney Store was a part of selling the over all show. Under Chapek and Co. everything is about the bottom line and cut backs. Short term gain at the expense of long term sustainability. Sure, the stockholders are happy about the dividends, eventually though, the golden goose of "Profit through Savings" dies. Less show= Fewer return visitors.
 
pdude81

pdude81

Well-Known Member
Piratetiki said:
This is all Wall Street double talk. Chapek is a lousy leader for Disney. He would do fine at McDonald's or Starbucks, both of which have nothing to sell but PRODUCT. Disney on the other hand is selling the SHOW. Even Eisner, as bad as he got to be, was always about selling the show. Even the Disney Store was a part of selling the over all show. Under Chapek and Co. everything is about the bottom line and cut backs. Short term gain at the expense of long term sustainability. Sure, the stockholders are happy about the dividends, eventually though, the golden goose of "Profit through Savings" dies. Less show= Fewer return visitors.
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Dividends?
 
pdude81

pdude81

Well-Known Member
Sirwalterraleigh said:
Hence my post
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Gotcha. I wasn't sure you were taking my earlier post as intended. I was responding to a prior poster saying that the stockholders are happy about the dividends.

pay.jpg
 

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