News Bob Iger is back! Chapek is out!!

[Lilofan]

Encouraging that 300K+ of that number were service sector jobs. It bodes well for travel and leisure as people are still spending, we might skate out of this as there has been no real wage inflation. It inflicts pain on those whose wages have not kept pace but the overall feeling is that the train is slowing down and might stop before it runs off the rails.
What happens in the rest of the world is less clear and this is clear as mud

I was flying into Orlando MCO 2 weekends ago. The airport terminal was so packed with fellow tourists I thought it was Thanksgiving weekend traffic. There seems to be plenty of people that have money to spend.

 

[Ayla]

When the market opens on the news of the fantastic job numbers for January, Disney stock will continue to rise.

Well, this didn't age well, did it?

 

[celluloid]

I was flying into Orlando MCO 2 weekends ago. The airport terminal was so packed with fellow tourists I thought it was Thanksgiving weekend traffic. There seems to be plenty of people that have money to spend.

MLK Weekend. It is often utilized.

 

[UNCgolf]

Well, this didn't age well, did it?

Yeah, the market is scared by the jobs numbers because they think it means the Fed will have to keep raising interest rates to fight the ensuing inflation.

 

[Dranth]

Yeah, the market is scared by the jobs numbers because they think it means the Fed will have to keep raising interest rates to fight the ensuing inflation.

That or people taking some profit after the recent jumps. Maybe both (at least for DIS).

 

[HauntedPirate]

Yeah, the market is scared by the jobs numbers because they think it means the Fed will have to keep raising interest rates to fight the ensuing inflation.

You mean they won't do what they've been doing for decades - Throwing a dart at a dartboard?

 

[Nubs70]

Because the lowering of inflation means that prices are coming down. Because those numbers measure the rising or falling prices of goods and services. So, the only way for that number to go down is if it measured the slowing of the increase of prices.

That's what those numbers mean. They're not inconsequential.

Prices are not coming down, the rate of increase is slowing.

 

[Lilofan]

Prices are not coming down, the rate of increase is slowing.

When gas prices at the pump fall isn’t that an example of prices falling?. Some savvy with accumulating points on their credit card rack up the points and benefit using card rewards program. Price won’t come down but free stuff is always good. I like when I can select $50 gas cards as an example on what to choose from in the rewards program.

 

[MisterPenguin]

Well, this didn't age well, did it?

As of now, DIS stock did go up and down and up and is now up slightly more than the start of the day.

Watching what stock is doing hour by hour really has no use unless you're a day speculator.

 

[Disney Analyst]

Disney Explores the Sale of More Films and TV Series to Rivals

Walt Disney Co. is exploring more licensing of its films and television series to rival media outlets as pressure grows to curb the losses in its streaming TV business.

www.bloomberg.com

 

[GhostHost1000]

Wait. Where are these “lower priced tickets “

 

[drnilescrane]

Wait. Where are these “lower priced tickets “

Disneyland. They chose to release more dates at the Tier 0 level.

 

[GhostHost1000]

Disneyland. They chose to release more dates at the Tier 0 level.

Ah. Thanks Bob lol

 

[MisterPenguin]

Ah. Thanks Bob lol

Just like WDW has value hotels for "people on a budget," Disneyland has day-tickets for "people on a budget."

If you're willing to go weekdays in the middle of a school year when the weather is its chilliest.

 

[VJ]

Disney Explores the Sale of More Films and TV Series to Rivals

Walt Disney Co. is exploring more licensing of its films and television series to rival media outlets as pressure grows to curb the losses in its streaming TV business.

www.bloomberg.com

if i'm reading this correctly... disney is going to shop shows and movies around to other streaming services (like netflix), weakening their own streaming library in the process and boosting competitors' libraries

i don't like the sound of this

 

[Disstevefan1]

If they simply shutdown Disney+ and shopped around their content to other streamers, they will do two things; SAVE truckloads of money and MAKE truckloads of money.

I never understood why they started D+ in the first place.

 

[_caleb]

if i'm reading this correctly... disney is going to shop shows and movies around to other streaming services (like netflix), weakening their own streaming library in the process and boosting competitors' libraries

i don't like the sound of this

Disney collects tons of data about viewer behavior. If they have a bunch of content that isn’t adding value to their platforms (as in-few people are watching these series/shows and nobody is signing up just to watch them), what’s the downside of licensing some of that to other platforms?

 

[_caleb]

If they simply shutdown Disney+ and shopped around their content to other streamers, they will do two things; SAVE truckloads of money and MAKE truckloads of money.

I never understood why they started D+ in the first place.

The second sentence is demonstrated by the first.

 

[VJ]

Disney collects tons of data about viewer behavior. If they have a bunch of content that isn’t adding value to their platforms (as in-few people are watching these series/shows and nobody is signing up just to watch them), what’s the downside of licensing some of that to other platforms?

the entire point of disney+ when it launched was "everything disney all in one place" - this will just lead to needing to sign up for 50 different streaming services to watch everything disney, the exact opposite of the original intention

 

[_caleb]

the entire point of disney+ when it launched was "everything disney all in one place" - this will just lead to needing to sign up for 50 different streaming services to watch everything disney, the exact opposite of the original intention

I don’t think we’re talking about “Disney” content, but rather “Disney-owned” content. And I think this is likely stuff that 1) will still be on Disney’s platforms, 2) will connect with audiences who are outside Disney’s current reach, and 3) you don’t care about anyway.