News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

[Sirwalterraleigh]

Because they're doing pretty well compared to their competitors.

According to Bob…they have no competitors

So in a vacuum…they smell a bit like poo

If you could smell in their magical vaccum

 

[Sirwalterraleigh]

If you’re going back 20 years it’s going to be impossible to compare anyways. Currently the only competition who is part of a media conglomerate is Universal/Comcast, which didn’t exist 20 years ago (Universal was with GE at the time.)

The only semi reasonable comp then was AOL-TW…

Which of course was one of the worst financial mergers in history

nobody had parks…unless you want to call Bud a comp?

 

[Dreamer19]

I’m really thinking it’s time to give up on this company as a stockholder. I’ve been seeing people try to spin this, but they cannot change the fact that stagnation isn’t success.

This company is run by people who don’t understand their customer and haven’t a clue what made the company iconic to begin with.

Disney was the GOLD STANDARD. Was.

None of this is negativity, its honesty and its reality. If Leadership doesn’t understand this the company will eventually fail. Many such cases.

 

[Sirwalterraleigh]

I’m really thinking it’s time to give up on this company as a stockholder. I’ve been seeing people try to spin this, but they cannot change the fact that stagnation isn’t success.

This company is run by people who don’t understand their customer and haven’t a clue what made the company iconic to begin with.

Disney was the GOLD STANDARD. Was.

None of this is negativity, its honesty and its reality. If Leadership doesn’t understand this the company will eventually fail. Many such cases.

They’ve been blaming cord cutting/steaming for a decade…now they’re doing “you wait and see!!…” on that

They boasted about parks for 17 years without a recession (waaayyyy overdue)…now as they actually had to admit to attendance drop (which is blunted by cruise line bookings and covered up a bit by Paris…)…now they’ll say “you wait and see!!!” On that

They ballyhooed their unprecedented IP when they raked with Princess movies, Pixar, Star Wars and marvel…
Now two have been run completely into the ground and beating the other two like a dog…

And Bob shouted “hey!!! We know about AI!!!” Yesterday on squawk after he took a 10% shave…completely off the cuff with no thought that now they’ll expect delivery…
“…just you wait and see!!!!”

So what does that say to you?


Don’t blame Bob…he doesn’t know how they look and what the business is because he’s busy kissing cooks carcass and trying to figure out how he’s gonna sell ANOTHER contract extension to himself…

Only so many hours in the day

 

[Sirwalterraleigh]

1. Disney is not KODAK.

Pity…maybe the imagination pavilion wouldn’t be 25 years in the crapper if they were?

1. Disney is still the leader in creating great entertainment. Consistently over the last decade.

Tanked two Hollywood franchises…one almost laughably so

1. They don't want higher park attendance, they want higher per guest spend. They are succeeding.

Wrong

1. They are spending billions to increase park capacity because if you stay still you will end up losing guest spend because you aren't offering anything new. People will stop coming.

Wrong…they’re promising investors to turn that into higher attendance at even higher prices

And at more uncomfortable crowd levels…because that’s the shell game to force 100% profit line skip sales and overpriced/oversold “premium” block ticket schemes to “avoid the crowds”

 

[JD80]

There are ways to make the stock go up. I don't think anyone here actually wants to see the things that make the stock go up happen.

 

[JD80]

"As many discounts as they are".

Answer these questions:
How many discounts are the offering now?
How many were they offering last year?
How many discounts were they offering 6 years ago?
How many discounts where they offering 10 years ago?

Whats so special about now? The only discounts I'm aware of to the general public are hotel discounts and the 109/day to non MK park special.

They are offering discounts to military, locals and Georgia residents.

Hotel occupancy rates, domestically are trending upwards closer to 2019 levels.

@Basil of Baker Street

Any answers yet?

 

[Sirwalterraleigh]

@Basil of Baker Street

Any answers yet?

Someone ask the challenger if he wants a shot at the title for me, please?

 

[HauntedPirate]

They’ve been blaming cord cutting/steaming for a decade…now they’re doing “you wait and see!!…” on that

They boasted about parks for 17 years without a recession (waaayyyy overdue)…now as they actually had to admit to attendance drop (which is blunted by cruise line bookings and covered up a bit by Paris…)…now they’ll say “you wait and see!!!” On that

They ballyhooed their unprecedented IP when they raked with Princess movies, Pixar, Star Wars and marvel…
Now two have been run completely into the ground and beating the other two like a dog…

And Bob shouted “hey!!! We know about AI!!!” Yesterday on squawk after he took a 10% shave…completely off the cuff with no thought that now they’ll expect delivery…
“…just you wait and see!!!!”

So what does that say to you?


Don’t blame Bob…he doesn’t know how they look and what the business is because he’s busy kissing cooks carcass and trying to figure out how he’s gonna sell ANOTHER contract extension to himself…

Only so many hours in the day

Hey, they are working tirelessly to get Google to bend over and take it up the yoo-hoo for their programming fees. I mean, negotiating with Google to resolve their dispute.

 

[HauntedPirate]

@Basil of Baker Street

Any answers yet?

Since you asked the question, you should have them so that you'd be able to refute any response. Why don't you share?

 

[UNCgolf]

Exactly. I think you don’t value any of the areas that overlap, which is obviously fine.

I will say that service, food and entertainment exceed Disney’s land experience. Though as far as DCL is concerned I find they are very overpriced.



I’m curious what sort of past experience you have with them? You might be surprised. There’s a wide space between a Carnival to Nassau, a bike and barge in Europe or an expedition vessel to Antarctica. It’s a pretty broad industry. There’s usually a brand, size, experience and type for most people.

Honestly nothing about cruise ships is interesting to me. I would potentially take a Nile cruise or a European river cruise where the ship is essentially just a method of transportation (although a European river cruise is still far from my ideal way to travel around/experience Europe) but the on-board offerings of large cruise ships generally do not appeal to me whatsoever. Maybe it would help explain my position if I said I also find something like an all inclusive Caribbean beach resort completely uninteresting.

I don't have any problem with other people enjoying cruises, nor am I suggesting they're wrong to. It's a big industry. It's just not at all for me, sort of like going on a trip to a ski resort wouldn't make sense for someone who doesn't like skiing.

 

[Touchdown]

Alaska, that’s the destination that will get me on a cruise ship. We’ll see if I like it summer 2027.

 

[UNCgolf]

Alaska, that’s the destination that will get me on a cruise ship. We’ll see if I like it summer 2027.

That's the one location that might potentially get me on a large cruise ship, solely because there's really no other good way to experience it.

This is also why I wouldn't mind a Nile cruise, but that's a different kind of cruise anyways. The ships are very nice but essentially exist for transportation and some dining; they're not designed around spending multiple days solely on board the vessel.

 

[MisterPenguin]

Disney Shares Fall After Earnings, but Wall Street Analysts Are Bullish

"Don’t get DIStracted," says one analyst, while another expert offers: "The stock looks increasingly attractive to value investors."

www.hollywoodreporter.com

 

[Sirwalterraleigh]

Alaska, that’s the destination that will get me on a cruise ship. We’ll see if I like it summer 2027.

Took one last August…the hottest day of the entire summer in Juneau…

72

 

[BrianLo]

Maybe it would help explain my position if I said I also find something like an all inclusive Caribbean beach resort completely uninteresting.

That helps explains the misconception. That’s not what I get out of that industry either. I too often treat them as a floating hotel to go to weird places, I don’t often engage in the Caribbean anymore.

 

[DCBaker]

 

[DCBaker]

Here's the press release from Disney:

The Walt Disney Company announced a multi-year distribution agreement with YouTube TV that delivers Disney’s marquee sports, news and entertainment programming – along with greater choice and value for their customers. As part of the new deal, Disney’s full suite of networks and stations – including ESPN and ABC – have already begun to be restored to YouTube TV subscribers.

Key elements of the agreement include:

• Carriage of Disney’s full linear portfolio including all the ESPN networks, ABC, the Disney-branded channels, Freeform, the FX Networks, and the National Geographic channels
• ESPN’s new direct-to-consumer service (Unlimited Plan) to be made available at no additional cost to YouTube TV subscribers
• Access to a selection of live and on-demand programming from ESPN Unlimited inside YouTube TV
• Select networks to be included in various genre-specific packages
• The ability to include the Disney+, Hulu Bundle as part of select YouTube offerings

“This new agreement reflects our continued commitment to delivering exceptional entertainment and evolving with how audiences choose to watch,’’ said Disney Entertainment Co-Chairmen Alan Bergman and Dana Walden and ESPN Chairman Jimmy Pitaro. “It recognizes the tremendous value of Disney’s programming and provides YouTube TV subscribers with more flexibility and choice. We are pleased that our networks have been restored in time for fans to enjoy the many great programming options this weekend, including college football.”

 

[Sirwalterraleigh]

That helps explains the misconception. That’s not what I get out of that industry either. I too often treat them as a floating hotel to go to weird places, I don’t often engage in the Caribbean anymore.

I still enjoy the Caribbean but go more for the ship and more interesting stops now

Have one with some fine folks round here next year and I may not get off the ship

 

[UNCgolf]

That helps explains the misconception. That’s not what I get out of that industry either. I too often treat them as a floating hotel to go to weird places, I don’t often engage in the Caribbean anymore.

That's why a Nile cruise is somewhat appealing to me where most others are not. It's probably the easiest way to see a lot of the major sites in Egypt in one trip, and they really are just floating hotels. Rooms, dining, and maybe a pool/lounge chairs on the deck with the main function to transport you to Luxor, Abu Simbel, Aswan, etc.