My vote goes to @marni1971 and I'm not joking.
Great choice
There's plenty of good people in the company.
I’m sure you’re right there. What I have should have said is I don’t see any senior people in the company. I’m sure there are plenty of good people who are no good at playing politics and get sidelined
I think they need someone less concerned with looking like a Hollywood bigshot and more concerned with hospitality.
The parks are 40% of their revenue and have served as Disney's piggy bank for years.
I think this is the disconnect with most of us, we are primarily park fans (although we also love the movies, etc) so our focus would be parks based.
Simple. Parks (except for something like the pandemic) are reliable. Year after year. Hollywood - not so much. For every "Frozen" there's a "John Carter Of Mars"
Once pent-up demand is gone, I think the parks/resorts are going to take a big hit. Let's not forget that the decisions of the last 2 years have made a WDW vacation way more of a hassle and also more expensive. Disney just isn't feeling it yet because they're still capping attendance (because, ya know, the pandemic), and because people are still "rage-traveling". Hell, they're struggling just to get enough bodies to staff so they can open everything up...we're seeing MAJOR mismanagement...and that never goes unpunished.
Wall Street doesn’t like reliable. They like double digit growth, or the possibility of even more. DIS fashions itself as a tech company, which means it needs to start performing as one
That's a joke. They've got among the worst IT I've ever seen, and Disney+, while cute and enjoyable, is going to be a money pit unless they change how they're using it or change how they're using Hulu in relation to Disney+ (one shouldn't have to pay multiple subscriptions or have multiple downloaded apps to access Disney's vast content library). And lets not forget that they don't even have a gaming division.
You’re going to cherry pick last year, of all years, to make that argument?
Oh it's laughable, but they clearly want to be perceived as a streaming behemoth tantamount to Netflix. I actually think these sorts of missteps could doom the parks, or make that segment (and other business divisions) ripe for acquisition. My theory is that either 1) D+ becomes wildly successful, which means the physical footprint and ROI on those segments aren't as profitable as the streaming segment, making them ideal to spinoff or sell, or 2) D+ is a huge failure and the company needs to sell off assets to get a cash infusion to keep afloat.
