News Bob Iger talks about attendance declines, ticket pricing, the feud with Ron DeSantis, and his huge optimism for Disney Parks and Resorts

TP2000

TP2000

Well-Known Member
TheMaxRebo said:
Do have to remember where the interview was and who it was for - it was for analysts and investors, not fans and park visitors
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But any interview from anywhere in 2023 that says anything of any substance will be sent out to niche sub-demographics instantly via social media. This isn't 1995 when only investment advisors wearing ugly tan suits watched CNBC. Bob knows this.

And it was actually the location that tainted my opinion and cast him as rather elitist, not just his comments about the parks and pricing, and that may not be entirely Bob's fault. I've been to Sun Valley. In June and September it's fantastic, but in July when the execs from California and New York are there I've been told by locals that its insufferable.

Sitting in Sun Valley in July in a cashmere sweater saying snotty things about Parks pricing isn't a good look for Bob. Or Disney.
 
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AdventureHasAName

AdventureHasAName

Well-Known Member
EPCOT-O.G. said:
I believe the rumor was a Wakanda country with an attraction attached to it, or TOT to Dr. Strange
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They can't. All of that is still exclusive to Universal east of the Mississippi River. The only characters that would be available for additional Marvel in the parks would be Ms. Marvel (the kid version), Agent Coulson and more stuff from the Guardians of the Galaxy. Probably the Inhumans and Eternals, too.
 
Ayla

Ayla

Well-Known Member
TP2000 said:
Again, so many spot on comments here from posters already. But I just watched the CNBC interview in its entirety and this hit me...

Whoever is crafting Bob's talking points and messaging isn't doing this right. Bob came off in this interview as oddly out of touch and fairly elitist. The elitism is a tone he has masked nicely in the past as a card carrying member of the American Elite who lives a life of extreme luxury and decadence, but it suddenly came through in this interview at least a few times. Oops.

He also talks as though he was lost at sea for 5 years and must now work hard to rebuild the life he had. He was on hiatus for 11 months. All of the stuff he listed as liabilities or concerns he now needs to work on and "fix" were things he crafted and shepherded into reality before he took an 11 month sabbatical.

Is anyone buying it from Bob this time? Cause I'm not. 🧐
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Of course he's out of touch. His interview was conducted while he was attending a conference for billionaires. 😂
 
TheMaxRebo

TheMaxRebo

Well-Known Member
TP2000 said:
But any interview from anywhere in 2023 that says anything of any substance will be sent out to niche sub-demographics instantly via social media. This isn't 1995 when only investment advisors wearing ugly tan suits watched CNBC. Bob knows this.

And it was actually the location that tainted my opinion and cast him as rather elitist, not just his comments about the parks and pricing, and that may not be entirely Bob's fault. I've been to Sun Valley. In June and September it's fantastic, but in July when the execs from California and New York are there I've been told by locals that its insufferable.

Sitting in Sun Valley in July in a cashmere sweater saying snotty things about Parks pricing isn't a good look for Bob. Or Disney.
Click to expand...

key word being "niche" - yeah we are all over-analyzing it and paying attention, but 95% of guests have no idea the interview took place
 
TheMaxRebo

TheMaxRebo

Well-Known Member
Adventure Has A Name said:
They can't. All of that is still exclusive to Universal east of the Mississippi River. The only characters that would be available for additional Marvel in the parks would be Ms. Marvel (the kid version), Agent Coulson and more stuff from the Guardians of the Galaxy. Probably the Inhumans and Eternals, too.
Click to expand...

They've had Dr Strange at Hollywood studios in the past - he did a meet and greet/show there back in 2016

And the discussion around Wakanda was could they do the land without the Black Panther character - we know they can't use the character
 
MagicHappens1971

MagicHappens1971

Well-Known Member
Adventure Has A Name said:
They can't. All of that is still exclusive to Universal east of the Mississippi River. The only characters that would be available for additional Marvel in the parks would be Ms. Marvel (the kid version), Agent Coulson and more stuff from the Guardians of the Galaxy. Probably the Inhumans and Eternals, too.
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Dr. Strange is fair game, as well as Wakanda (Minus T'Challa)
 
D

DisneyHead123

Well-Known Member
TP2000 said:
Again, so many spot on comments here from posters already. But I just watched the CNBC interview in its entirety and this hit me...

Whoever is crafting Bob's talking points and messaging isn't doing this right. Bob came off in this interview as oddly out of touch and fairly elitist. The elitism is a tone he has masked nicely in the past as a card carrying member of the American Elite who lives a life of extreme luxury and decadence, but it suddenly came through in this interview at least a few times. Oops.

He also talks as though he was lost at sea for 5 years and must now work hard to rebuild the life he had. He was on hiatus for 11 months. All of the stuff he listed as liabilities or concerns he now needs to work on and "fix" were things he crafted and shepherded into reality before he took an 11 month sabbatical.

Is anyone buying it from Bob this time? Cause I'm not. 🧐
Click to expand...
I haven’t watched the whole interview but saw some clips on YouTube. I thought the overall vibe was anodyne with Iger using the vaguely monotone, soothing timbre that communicates “Thumbs up, everything is good here” kinda subconsciously. Maybe he was in Boujee-ville USA but I’m not in the know about that kind of thing so to me it looked like “Squints hard and tries to tell if that’s a generic Soothing Nature backdrop in front of a green screen” land.

Where I think things get interesting are some of his more controversial statements. Were they out of touch, or were they very much calculated and pointed? If it’s the latter, what is the sub-context of what was being communicated? Is it “Back off writers, I will hire a hundred recent college grads to replace you all in a heartbeat.” and “Yo, if you can’t afford Disney ticket prices now you’re not our target audience anyways?”. Or did it look that way totally inadvertently because he’s a bit out of touch? I’m undecided on those points.
 
TheMaxRebo

TheMaxRebo

Well-Known Member
DisneyHead123 said:
Where I think things get interesting are some of his more controversial statements. Were they out of touch, or were they very much calculated and pointed? If it’s the latter, what is the sub-context of what was being communicated? Is it “Back off writers, I will hire a hundred recent college grads to replace you all in a heartbeat.” and “Yo, if you can’t afford Disney ticket prices now you’re not our target audience anyways?”. Or did it look that way totally inadvertently because he’s a bit out of touch? I’m undecided on those points.
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That is where I think we have to remember he was talking to investors and analysis ... So it is

"Look, don't blame me for the strikes, their demands are out of wack" (investors agree as they want Disney the company and their earnings to get a higher % of revenue not the actors and writers)

"Pricing at Disney is not an issue, plenty of people are happy to pay the prices and this fits into strategy of maximizing per guest spending" (investors agree as that means higher profits/earnings as expenses can be lower with same revenue

Now, we will see what the next quarterly earnings show
 
D

DisneyHead123

Well-Known Member
TheMaxRebo said:
That is where I think we have to remember he was talking to investors and analysis ... So it is

"Look, don't blame me for the strikes, their demands are out of wack" (investors agree as they want Disney the company and their earnings to get a higher % of revenue not the actors and writers)

"Pricing at Disney is not an issue, plenty of people are happy to pay the prices and this fits into strategy of maximizing per guest spending" (investors agree as that means higher profits/earnings as expenses can be lower with same revenue

Now, we will see what the next quarterly earnings show
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Interesting - I’m not a financial type so I don’t follow these types of interviews outside of Disney.
 
L

Lilofan

Well-Known Member
TP2000 said:
But any interview from anywhere in 2023 that says anything of any substance will be sent out to niche sub-demographics instantly via social media. This isn't 1995 when only investment advisors wearing ugly tan suits watched CNBC. Bob knows this.

And it was actually the location that tainted my opinion and cast him as rather elitist, not just his comments about the parks and pricing, and that may not be entirely Bob's fault. I've been to Sun Valley. In June and September it's fantastic, but in July when the execs from California and New York are there I've been told by locals that its insufferable.

Sitting in Sun Valley in July in a cashmere sweater saying snotty things about Parks pricing isn't a good look for Bob. Or Disney.
Click to expand...
The interview was live at 6am in ID, maybe interrupting Iger daily dawn workout with his PT.
 
G

GimpYancIent

Well-Known Member

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