Willmark
Well-Known Member
What measure should be used?
-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
Disney’s Q3 FY23 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Usually that is split out between domestic parks and international parks.
Tha Realest
Well-Known Member
It had spiked above the Chapek Line for a day or two there but is now about to drop back into the $80s again.
Ayla
Well-Known Member
It isn't the only gauge, but it's one of them.
TalkingHead
Well-Known Member
How many subs paying $19.99 a month does it take to compensate for the lost theatrical business of the $250-350m features?
Iger is delusional if he thinks the company in its current makeup is capable of replicating Avatar’s success. The only chance they have of that is Avatar 3, another production that Disney is essentially releasing and not producing.
Importantly Cameron isn’t spinning off Avatar series that D+ can lay claim to. That franchise is just the theatrical features, which isn’t what Disney’s current model is about at all.
Iger is delusional if he thinks the company in its current makeup is capable of replicating Avatar’s success. The only chance they have of that is Avatar 3, another production that Disney is essentially releasing and not producing.
Importantly Cameron isn’t spinning off Avatar series that D+ can lay claim to. That franchise is just the theatrical features, which isn’t what Disney’s current model is about at all.
Slpy3270
Well-Known Member
Toldya!
flynnibus
Premium Member
Cash flow… profit margins…. Assets verse liabilities. Forecast for potential marketability.
All the things that actually let a company function independently of reying on a stock valuation to function because they are leveraging their own futureself to operate.
The key world here is HEALTH- the ability to operate with a going concern.
JoeCamel
Well-Known Member
Isn't all that what you use to decide to buy sell or hold a stock if you are a. Institutional investor?
If they don't see the value to support it they go elsewhere and the price declines to a point where the worth matches the value and they buy again?
flynnibus
Premium Member
No - because investing is about what your goal is. Not necessarily about a company’s health. Investors are more concerned about return in the style they are seeking . A return that could either be short or long term… high or low volatility. An investor is building a portfolio that looks to perform in a profile they can predict.
A company can be entirely healthy and strong… but not doing what investors are seeking. This is why the management of the company profile with the market by the ceo and cfo is so critical…. And how the company leverages its own stock.
If you are heavily dependent on your stock valuation to push things like compensation and acquisitions you are locking yourself into a model where you paint yourself as a stock that must climb or you can go off ghe rails… even if your core business isn’t faulty.
Regulation plays a huge role in all this too… when the walls go up, new strategies emerge and they create their own new sets of risks and consequences. (Options, taxes, buybacks,etc). The way the market is regulated and how people look to make money has radically changed how businesses function over the last 50 plus years.
Health and ‘what the market wants’ are not really the same thing. They are related… but the former can often be overlooked for other potentials depending on what an investor is after.
Example: Companies that look to be disruptive or speculative to create lock out conditions are often more focused on speed and building critical mass… more than touting solid fiscal health day to day. They promise that will come later once the critical points are reached.
Nubs70
Well-Known Member
17,510,000
DIS at close on Aug 9 - $87.52/share
DIS after the latest earnings report - $92.38/share (peak)
DIS right now - $88.50/share
I guess Bob didn't say or announce anything that really moved the needle.
DIS after the latest earnings report - $92.38/share (peak)
DIS right now - $88.50/share
I guess Bob didn't say or announce anything that really moved the needle.
Disstevefan1
Well-Known Member
Keeping the stock above 85 is a total success for Bob!
We have to remember what he has to work with!
tanc
Well-Known Member
$250 million that could have gone else where instead of some niche expensive "spaceship". I get the starcruiser was a one of a kind experience or whatever, but it was destined to fail to me if the price was never meant to go below $6k for 2 days.
It also was a terrible idea for them to open it relatively early during the ongoing pandemic. Overall, it's sad because this will be a long lost experience.
It also was a terrible idea for them to open it relatively early during the ongoing pandemic. Overall, it's sad because this will be a long lost experience.
You mean everything that was created before he was installed plus everything that he bought? Yeah, I feel bad for the guy, with such limited content and resources at his disposal…