2030 is just a blind guess based on how often transformative changes happen in the inThe method of delivery and which companies best manage that. There will probably be one non-Studio company with luck and insight domoninates the early trend (like Netflix years ago) and then studios will create similar modes of distribution.
There was a non-zero number of trips that were likely canceled due to Helene that would have been coming in for stays that carried over into the start of October. It had some affect, but how much is the real question. Of the two, Milton had to have a far greater impact.
What could possibly be better than steaming?
Disney has robust resorts, consumer products, cruise ships, theatrical, etc. And yes, Netflix is/has been moving in this direction. But its primary source of revenue is streaming...by a lot. That's what I mean a lack of diversification.
I know, they're discussion year over year. But I also think it's convenient that 2023 didn't have a hurricane that closed the parks, when there were many recent years where that happened. I mean, Disney is pointing to the hurricane as an anomaly, when it wasn't. Or--Disney is using this as a though it were an outlier when it's simply a standard part of doing business now in Florida. In recent years, hurricane closures happened more often than not.
Disney is not saying hurricanes in Florida are an anomaly. They are saying they had to shut down their business this last quarter whereas they did not in the same time frame the previous year. So, unless Disney also shutdown between 10/1/23 and 12/31/23 (the only time frame we are comparing to) then it is an outlier and pointing it out is both the correct and responsible thing to do.
True, consider a whole week WDW can’t sell LLMP, LLSP, LLPP!
It wasn't closed for a whole week. It cancelled nighttime shows on Sept 26. It cancelled one Mickey's Very Scary. It closed a water park for one day. And the mini-golf. It cancelled some backstage tours. It shortened some hours on ONE DAY. But that's it. And sure, some people coming in that week cancelled vacations. There was some loss. But this in no way wiped out a week of revenue. It didn't even wipe out a whole day of revenue.
They didn’t say it was closed for a whole week.
Which they would have made up almost immediately
It’s a much more convenient excuse than it is an actual issue.
Oh this again?
I have and our trips are normally 10 days so that is a week plus of lost revenue for them when it happens. We also had people in these very forums post that they were going to cancel so it does happen. I can't speak to others motivations, but for us, if we are spending absurd amounts of money on a vacation, we don't want to get there and find out the place is shut down for multiple days and have to sit in our hotel room.
Even if no one canceled their trip, losing a day of operations in a single quarter is still a big deal. Each day is roughly 1.1% of your total operational time of the parks during the quarter so if we are talking comparisons, it is worth bringing up. None of that excuses anything else, it is just a factual difference between the two time periods being compared.
This what? Nothing I said was incorrect and nothing I said should be controversial unless you want to deny reality.
You can’t be incorrect when you say nothing, inspector clouseau
You’re the king of saying nothing.
