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Disney’s Fiscal Full Year and Q4 2022 Earnings Results Webcast
- Thread starter DCBaker
- Start date
matt9112
Well-Known Member
Totally different products. For one you can’t really replace a disney vacation. Universal as much as I love being an AP is no disney. Disney + can be more easily snuffed out. You have other streamers for example so unless you have kids or are some cartoon wierdo there’s really no need. Just a want. Imho
JoeCamel
Well-Known Member
Its Cramer so if you do the opposite of his advice you do better
Cramer brings in retail sucker money to keep his show running.
CaptainAmerica
Well-Known Member
Seemed like it was a tone and attitude thing. DTC streaming costs are out of control and Chapek's entire presentation was sunshine and rainbows.
The guidance was also super sketchy. "DTC still on track to be profitable in 2024 as long as there isn't a recession next year" isn't super optimistic guidance when there's absolutely going to be a recession next year.
He wanted to hear a Zuckerberg-esque "yeah, this isn't great, and here's what we're doing to fix it."
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JoeCamel
Well-Known Member
Down 10% this morning, maybe somebody doesn't like what chappie had to say? Didn't buy the story???DIS stock is approaching its five year low (which was of course the peak of the COVID crash).
Everyone complains about how everything with Disney gets more expensive, but here’s your big sale.
Ayla
Well-Known Member
I had it free for a year. It still wasn't worth it. I much prefer Discovery+, because it has all the channels I watch on cable.
We like Disney +.
At least every month we have a series one of us wants to watch -for me Benedict Society started this month and husband is really enjoying Andor.
And I can always find a movie on there I haven't seen or want to rewatch.
Hulu is the BEST for shows/series. So many good ones. Movies it's okay.
Netflix is useless to me, but husband won't let me cancel. I think it's habit for him at this point.
At least every month we have a series one of us wants to watch -for me Benedict Society started this month and husband is really enjoying Andor.
And I can always find a movie on there I haven't seen or want to rewatch.
Hulu is the BEST for shows/series. So many good ones. Movies it's okay.
Netflix is useless to me, but husband won't let me cancel. I think it's habit for him at this point.
Tha Realest
Well-Known Member
Market’s down about 0.6%. Disney’s down 11.5%….
castlecake2.0
Well-Known Member
Disney+ is disappointing, the “Disney” stuff is lacking. Need more imagineering story type things. Or what about a come back of Wonderful World of Disney every Sunday, pick a classic each week and get people from the studios do some intros/interviews/behind the scenes about the movie, what about bringing back that Epcot show talking about real life things that inspired the park. I’m not a Star Wars or marvel fan so none of that interests me. Also they need someone to help them manage their branding and how they’re adding the fox content into the service. I hate that they just lump everything else into “Disney”. Peanuts isn’t Disney. I’ve age isn’t Disney. Simpson isn’t Disney. Make a 20th Century category and put all that stuff there and stop diluting your supposedly premier brand.
Ayla
Well-Known Member
The *only* things I watched on Disney+ were the behind the scenes Disney shows and the Imagineering series (so that tells you how often I used it). That is what I wanted to see, not TV shows or disney movies.
Sirwalterraleigh
Premium Member
That’s always the deal…they’re not paying unless there is pressure from above/political advantage to itmade so much money but still fighting with unions over raises for front line cast
Sirwalterraleigh
Premium Member
I think they’ll let the library stagnate because new costs are high…
I like the quality of what they do…but it’s not an expansive library for the modern consumer.
The other network streams have the same issues.
It would help to not do mini seasons. And you know - like make Star Wars movies that tell stories people want? And not go more fringe comic book marvel if they don’t have to?
Pay Chris evans…In other words.
BrianLo
Well-Known Member
I bought the stock though. The market is being way too short (quarterly) sighted. It was a bad quarter for the studios historically and probably the peak for D+ losses as price hikes start to come into play in the US. Mixed with an epic US dollar. Disney isn’t worth less today than 5 years ago.
Simply erase D+ losses (like we expect they will) and the net income for the company doubles.
*Not remotely financial advice. ETFs all day, I don’t believe in individual stock picking except for tiny amounts and companies that I’m knowledgeable about.
Sirwalterraleigh
Premium Member
fractal
Well-Known Member
The last time Disney was trading in the high 80's was beginning of 2014.
el_super
Well-Known Member
Something I realized yesterday...
HBO and Netflix have both been boasting their cancellations in the trade papers recently. In the broader sense, I realize that the street is trying to adjust how they value streaming services, and they're definitely now focusing more on profitability rather than subs, but both Netflix and HBO has shown a desire to take the hard path of reducing costs...
... while Disney has not.
In fact I didn't hear much mention from Disney/News about the 30+ billion Disney promised to spend on new content. Did they try to walk that back at all?
Sirwalterraleigh
Premium Member
Something happened from 2009-present…