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Rumor D23 2024 WDW Rumors, Predictions & Discussion
- Thread starter TTA94
- Start date
doctornick
Well-Known Member
Why wouldn't they be doing both at the same time? They indicated that work has begun on all the projects and that everything announced is planned to be completed within 5 years.
I'm not saying they will keep to that schedule, but it seems to be the intent and it is certainly a plausible timeline if they wanted.
Loose Pebble
Active Member
Pity - that could have been really cool; and nice to have it next to Space Mountain's Horizons callbacks as well
Nubs70
Well-Known Member
Why??
Fixed CAPEX expenditures.
They seem to only want to spend a fixed amount for construction per month. If you build 2 projects at once, they will take 2x as long to complete.
doctornick
Well-Known Member
But they are increasing their Capex spend. That's kind of the entire point of the "we'll be spending $60B on the parks division in the next 10 years" announcement.
bwr827
Well-Known Member
Yup — setting clear expectations for the market.
“As we previously shared, we’re on a multi-year path of investing $60B to turbocharge our parks…” (not an actual quote)
doctornick
Well-Known Member
So I was just thinking... I know many of us are jittery about how the financial state of the company can impact decisions to cut funding or value engineer projects. And the stock price not doing well has me on edge a bit as to whether the planned parks investment will be cut.
But I will say that the recent movie successes (Inside Out 2, Deadpool & Wolverine, now Aliens) means that that division will be healthier in the shorter term. and with streaming collectively turning a profit last quarter, can we be optimistic that they will let investments in the parks happen rather than siphoning off that profits there to support other branches of the company? The parks alone generate enough net profit to find the $6B/year that they planned.
But I will say that the recent movie successes (Inside Out 2, Deadpool & Wolverine, now Aliens) means that that division will be healthier in the shorter term. and with streaming collectively turning a profit last quarter, can we be optimistic that they will let investments in the parks happen rather than siphoning off that profits there to support other branches of the company? The parks alone generate enough net profit to find the $6B/year that they planned.
Andrew25
Well-Known Member
Yes - but 2025's film slate is worrying... but WDW should benefit from increased travel to Orlando next year. (Even if people skip a WDW park or two, Disney's hotels should benefit).
SWGalaxys_Edge
Well-Known Member
Maybe GE will reconsider the 3rd ride and put it into the park.
i dont think so....it was gonna be a capacity and maintenance nightmare
SWGalaxys_Edge
Well-Known Member
My assumption was villinans land does will not require reconfiguration of existing areas as a true expansion so they can start work sooner even if the area is more complex. I would think it was possible they would want to open villians land first for extra capacity while they take down frontierland to reconfigure it. In any case especially with with big thunder moutain retrack there has to be some clear phased opening plan. Disney wasn't really direct about what that was.
I expect thatsome of this constuction may be accelerated if the Universal 3rd gate does prove sucessfull in taking marketshare away more than disney thought. I could also see timelines accelertaing or slowing base on other unnanouced projects being finalized.
I expect thatsome of this constuction may be accelerated if the Universal 3rd gate does prove sucessfull in taking marketshare away more than disney thought. I could also see timelines accelertaing or slowing base on other unnanouced projects being finalized.
BrianLo
Well-Known Member
There seems to be some poor memory of what the timelines actually looked like last decade.
Galaxies Edge: "The lands were announced on August 15, 2015, and construction at both parks began on April 14, 2016. The Disneyland version opened May 31, 2019, and Disney's Hollywood Studios' version opened August 29, 2019."
Really, Galaxies Edge is the most viable comp with two major attractions. We're currently a full year ahead of that timeframe. Now, I personally think Villains Land from a marketing roll out perspective is most likely a 2029 project. But 2029 is certainly not "fast" or even unrealistic.
Sir_Cliff
Well-Known Member
Yes, I'm puzzled why people are insisting he said all of this would be completed in 5 years when he clearly didn't: it's right there on YouTube for anyone who wants to watch it.
Maybe Disney PR later briefed the media that all of this would be finished in 5 years, but I don't get why anyone would cling to that. None of the public statements from the company either through D'Amaro or the DisneyParks blog (to the best of my knowledge) have claimed everything announced at D23 would be completed within the next 5 years. I would trust what they are willing to actually say in front of the cameras or put in writing over what a PR person is quoted as saying given the potential for wires to get crossed along that chain.
It would be odd for D'Amaro to say all the projects would only start to come to life if the plan is for them to be finished during that period. Then again, they announced a ride based on the original Lion King with artwork depicting the new Lion King, so who knows how thought through all of this was.
Tony the Tigger
Well-Known Member
From a friend’s post. Here’s what’s up with Shaboozey:
