peter11435
Well-Known Member
Nope. But believe what ever you want
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News Disney’s Fiscal Full Year and Q4 2024 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Well then you can share in specificity like @PREMiERdrum did as to what and where exactly is shuttered. Otherwise you're really not contributing anything valuable other than saying I'm right and you're wrong. (which seems to be your MO)
peter11435
Well-Known Member
Oh yeah like how they have building 4 closed at POFQ?
Sorry I don’t share your misunderstanding of operations.
BrianLo
Well-Known Member
I mean it doesn't really matter at this point and they probably do have the sections closed you think they do.
But the SEC filings include the closures and the occupancy rates ultimately reflect those assumed closures. We're 5% below 2019, which jives with likely closures, but nor is it a historical recessionary bottoming or seemingly worsening.
Sir_Cliff
Well-Known Member
I feel like for as long as I have been online I have been reading claims about how Disney is manipulating their numbers in various ways from closing large sections of their resorts to pretend they are fuller than they really are to simply lying in their quarterly reports. Accepting all of that, I am surprised the whole house of cards hasn't collapsed yet, leaving bankruptcies, prison sentences, and a baron wasteland where WDW once stood in its wake.
IanDLBZF
Well-Known Member
Where did you hear this?
Greg from Philly
Member
Disney and Disney Management are really clueless. There are insiders that are saying they are terrified of the opening of Epic Universe...how can they not be?? If they arent, they really are stupid
BrianLo
Well-Known Member
Based on what current evidence? Maybe the rabid fandom has been wrong all this time? Disney is already saying their summer bookings look stronger and they expect to be up for attendance in the back half of the year post-Epic.
Universal seems currently far more impacted and WDW bookings are actually projecting to be up once Epic opens. Comcast are the ones that need to justify that the expense paid off. Based on possible inflated projections, I'm far more worried for Comcast being caught off guard than Disney at this point. Certainly the fandom that thought Universal attendance would instantly increase 150% don't know their history very well; it's going to be a rough ride if internally Comcast was expecting more instant returns.
Kamikaze
Well-Known Member
Epic Universe is going to be perfectly whelming. It won't make a major difference in WDW attendance.
I hear this every year. By now, everything should be shuttered, no?
Disney Stock Hits 6-Month High On Streaming Progress, Upbeat Financial Guidance And Wall Street Analysts’ Cheers
Disney stock has roared back to life and hit a 6-month high Friday, its second trading day after an upbeat earnings report.
deadline.com
Sir_Cliff
Well-Known Member
Yes, I would think signs like Disney experiencing attendance as soft as Uni Orlando this year or bookings for next year appearing unusually soft might ring some alarm bells about fans cancelling or delaying trips due to excitement for Epic Universe. The early signs, though, are that managing the attendance shifts among the different Orlando parks is more of a concern for Uni than Disney.
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NotCalledBob
Well-Known Member
Good news things are looking up on the bookings front for the second half of next year. Not for me though, because I'm booked to go the second half of next year...
The FT suggests that there is growing impatience over the CEO issue.
www.ft.com
The FT suggests that there is growing impatience over the CEO issue.
Disney tosses popcorn at its long-suffering audience
Projections of future profit growth are a sop to investors whose shares have gone nowhere
www.ft.com
JoeCamel
Well-Known Member
Yeah, what happens the second half of next year? I wonder.....Good news things are looking up on the bookings front for the second half of next year. Not for me though, because I'm booked to go the second half of next year...
The FT suggests that there is growing impatience over the CEO issue.
Disney tosses popcorn at its long-suffering audience
Projections of future profit growth are a sop to investors whose shares have gone nowhere