News Disney’s Fiscal Full Year and Q4 2023 Earnings Results Webcast

[MisterPenguin]

The Nanny's Lullaby from Only Murders in the Building.

 

[NotCalledBob]

Bob's late. Must be having a quick shower.

 

[hopemax]

It's a good thing I've seen the new Only Murders in the Building season...

 

[GhostHost1000]

I still laugh everytime they think the 50th celebration actually was the reason more guests visited then

I mean…really Bob?

 

[MisterPenguin]

DTC Losses:

2022 Q3: $1.1B
2022 Q4: $1.5B (Chapek fired soon after)
2023 Q1: $1.1B
2023 Q2: $0.7B
2023 Q3: $0.5B
2023 Q4: $0.38B

 

[CaptainAmerica]

The Nanny's Lullaby from Only Murders in the Building.

So good.

 

[monothingie]

Hey, D+ only lost $2.6 billion this year vs. $4.0 billion last year!

Imagine your path to profitability was because you couldn't generate content.

You can't loose money as fast if you don't burn it on content creation. The strikes made that possible!.

 

[Trauma]

I love this company it’s so predictable it’s free $$$.

An easy 2.5% scalp in After hours.

I will resume my short Friday midday.

 

[JD80]

DTC Losses:

2022 Q3: $1.1B
2022 Q4: $1.5B (Chapek fired soon after)
2023 Q1: $1.1B
2023 Q2: $0.7B
2023 Q3: $0.5B
2023 Q4: $0.38B

They just have to cut two episodes of the next Marvel show and they're even!

 

[Lilofan]

Indeed, they said results from WDW went down.

Iger just said he expects international tourism to WDW will be down. That’s not good

 

[Sirwalterraleigh]

And just how big of a drag on domestic parks was WDW? Domestic up 7% for the quarter but nothing positive mentioned about Florida.

Translation: California is nuts and Florida is ABYSSMAL…

And it’s all buoyed by micro charging the rear guard of the retreating guest army as fast/desperately as they can

 

[MisterPenguin]

Iger just said he expects international tourism to WDW will be down. That’s not good

WDW's net profit is huge. It had grown to be larger than pre-pandemic profit. It can take a (continued) hit.

 

[monothingie]

DTC Losses:

2022 Q3: $1.1B
2022 Q4: $1.5B (Chapek fired soon after)
2023 Q1: $1.1B
2023 Q2: $0.7B
2023 Q3: $0.5B
2023 Q4: $0.38B

D+ content creation was/is still basically shutdown for most of 2023. I can imagine that has an impact and may skew numbers.

But it's good to see they only lost the equivalent of 2.5 cruise ships this year as opposed to 4 last year.

 

[MisterPenguin]

National Helpline 1-800-GAMBLER - National Council on Problem Gambling

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www.ncpgambling.org

 

[Lilofan]

WDW's net profit is huge. It had grown to be larger than pre-pandemic profit. It can take a (continued) hit.

Why is Iger saying - WDW continues to manage against wage inflation ? in an interview today right before earnings call That’s buzzwords in running a lean efficiency operation looking at all costs

 

[MisterPenguin]

Deadpool 3 is still in 2024?

Did you tell Feige that?

 

[hopemax]

"Tough comparison to prior year," I guess that's a way to describe it.

 

[MisterPenguin]

Why is Iger saying - WDW continues to manage against wage inflation ? in an interview today right before earnings call That’s buzzwords in running a lean efficiency operation looking at all costs

Base introductory wages has gone up at least 50% over the past few years. And then there's inflation by itself.

 

[MisterPenguin]

"Tough comparison to prior year," I guess that's a way to describe it.

Unprecedented demand v. no thanks, I'm full

 

[hopemax]

I can't remember so little discussion being spent on Parks & Resorts. It was like "It's a core business, so we have to talk about it, but we really, really, really don't want to talk about it. How about the studio & streaming (which are not that strong historically either)."