Sirwalterraleigh
Premium Member
Dont throw stones…That will only cover a year or two of stock buybacks.
That will give us at least a $0.15 bump on our shares for a month or so
-
The new WDWMAGIC iOS app is here!
Stay up to date with the latest Disney news, photos, and discussions right from your iPhone. The app is free to download and gives you quick access to news articles, forums, photo galleries, park hours, weather and Lightning Lane pricing. Learn More -
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
News Disney’s Q1 FY26 Earnings Results Webcast
- Thread starter DCBaker
- Start date
That will give us at least a $0.15 bump on our shares for a month or so
MickeyLuv'r
Well-Known Member
Cali Grill will now set you back 90, plus tax+ tip, add another $72 for the wine paring. So that's $350+ for 2 people.
Nope.
I just had a very good sushi dinner down the road from WDW for $22.50 per person, tax and generous tip included. (though we did not opt to have wine. It was a hot tea night!)
A disappointing aspect of WDW is just how weird many TS menus have become. I would have had sushi at the Poly. Poly used to have a good sushi bar before the pandemic, but now the sushi bar is gone and Kona's sushi menu is very limited to a few rolls that just aren't remotely appealing.
I used to enjoy Kona Cafe, but they got rid of all the good menu items. I would have gladly paid for Kona or the former sushi bar, but settled for lo mein from Capt Cook's. Sadly, the noodles from CC are just gross-tasting. It is almost hard to mess up lo mein noodles. Decent lo mein used to be a staple of Capt Cook's!
Many WDW menus have suffered a similar fate, where nothing on the menu sounds at all appealing.
I was sad to see what they've now done to the Land food court. The place has absolutely been gutted!
Tha Realest
Well-Known Member
I don’t disagree. It’s really fascinating how little original programming they have for D+ in the works.
If I had to guess, it’s like their core strategy has shifted to D+ being the landing spot for FX/Hulu/ABC content, while leaning heavier into their ESPN+ content and pro/college sports affiliations.
Sirwalterraleigh
Premium Member
Hulu really is keeping them up…and bluey…of course
Sirwalterraleigh
Premium Member
Tha Realest
Well-Known Member
Chapek Line incoming?
Serpico Jones
Well-Known Member
Sirwalterraleigh
Premium Member
threvester
Well-Known Member
Espn has next years Superbowl..lots of subscriptions then
Jrb1979
Well-Known Member
Followed by a lot of cancellations once the game ends.
BrianLo
Well-Known Member
Margin on legacy was 19% last quarter before they started burying it. Obviously that’s why. Margin on DTC this quarter was 8.4%.
Vegas Disney Fan
Well-Known Member
It’s also on ABC, not sure one event would move the needle even if it was exclusive to ESPN though, even with cord cutting we all likely know multiple people who have ESPN in their cable package, or at least have access to a couple dozen bars/restaurants who have it on their TVs.
Loki, Mandalorian, Stranger Things, Yellowstone… those are the things I think drive subscriptions, one off events aren’t likely to convince anyone to subscribe, not beyond a free trial anyway.
Sirwalterraleigh
Premium Member
And espn blows chunk unless you are following for specific live events…and that Super Bowl will be on old school abc…
I’d pay it no mind
Sirwalterraleigh
Premium Member
What was the revenue?
Serpico Jones
Well-Known Member
Sirwalterraleigh
Premium Member
Chapek did nothing but act as a hatchet man/human shield on a leash…
Keep stoking that fire, Bobby…I’m sure in the information world people will believe you
Keep stoking that fire, Bobby…I’m sure in the information world people will believe you
BrianLo
Well-Known Member
2.058B for linear, 5.346B for DTC.
While we no longer have the numbers, it appears streaming also makes more income as of this quarter (450M for SVOD v previously 391M for linear).
Linears’ OI peak more than a decade ago appears to have been 1.45B a quarter.
Sirwalterraleigh
Premium Member
Chef Mickey
Well-Known Member
Disney still doesn't have the same excuses. It's a "media" company, but it's not exactly that. Disney should be 1 of 1. Disney is a worldwide, beloved brand and only idiotic management could fumble that position this hard. "Media" is not a failing industry. It's dynamic and Disney management FAILED to be dynamic. They have tons of great content and potentially great, but they couldn't price, package, and deliver it in a compelling way despite all the resources and opportunity to do so.
"TV guy" Iger totally screwed it up on that front. Disney was so bad, they couldn't even bring someone to fix it after they picked a successor EVERYONE knew was the wrong guy, so they brought back a failing and old Iger.
They had the opportunity to pivot. Many times. Even when they did make some decent decisions, they mismanaged them. Disney+ was and still is a disaster. A true money pit with margins not even close to Netflix. Netflix is now twice as valuable as the ENTIRE Disney company with essentially only a streaming business. That's insane.
Disney has so many other businesses, parks, cruises, merchandise, etc. They only recently realized Parks are actually probably the most important business they have, after refusing to invest substantially and instead only raise prices. They had a monopoly on sports and screwed that up by getting into politics, overpaying for pro sports rights, and generally sucking at creating TV content. The turned a monopoly sports position into a liability.
Their ABC content is abysmal. They got too political. They alienated half (likely more) of their customers. Their movies have swung and missed way too often. TV shows, same thing. Disney+ content has been generally bad. They fumbled Star Wars too. This company just sucks.
Last edited:
Sirwalterraleigh
Premium Member
Jeez…you’re bringing even me down
