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News Disney’s Fiscal Full Year and Q4 2023 Earnings Results Webcast
- Thread starter DCBaker
- Start date
CaptainAmerica
Premium Member
I don't think it matters much, honestly. The investors don't care about the Parks.
They aren't, they are claiming attendance was up because of it.
They’re claiming depressed y post 50th because of the 50th and it’s “success.” Which we all know is crap.
Q: DTC price increases... when it breaks even what will look like?
Maybe you should do more PPV!!
Bob: You know that ESPN+ can be bundled or not, don't you? <silently rolls eyes>
No comment about guidance of DTC passed break even. And buying the stake of Hulu will be helpful as well as new price hikes.
Maybe you should do more PPV!!
Bob: You know that ESPN+ can be bundled or not, don't you? <silently rolls eyes>
No comment about guidance of DTC passed break even. And buying the stake of Hulu will be helpful as well as new price hikes.
networkpro
Well-Known Member
- In the Parks
- Yes
CNN posted an article saying Linear is going to take a 2 billion haircut.
Hulu folded into D+ will be beta in December and roll out in March.
Sir_Cliff
Well-Known Member
I think that's why investors don't love Disney splashing around cash in the parks.
CaptainAmerica
Premium Member
Bob: We're going to try really hard to not make movies that are total crap anymore. When we put not-crap movies on Disney+, people watch them.
GhostHost1000
Premium Member
meaning “because this gives us plenty of time to change our mind to just do less and charge more”
Q: Free cash -- can you sustain big cash flow?
How can you grow sports?
Bob: ESPN is #1 brand on TikTok. Looking for partners to grow. <stump speech cut>
CFO: Yeah, we're gonna get those benjamins, no cap.
How can you grow sports?
Bob: ESPN is #1 brand on TikTok. Looking for partners to grow. <stump speech cut>
CFO: Yeah, we're gonna get those benjamins, no cap.
mightynine
Well-Known Member
Pour one out for Nat Geo Wild.
bmr1591
Well-Known Member
Gives him plenty of time to ride out his tenure and throw someone else under the bus as he finally (hopefully) leaves for good.
Q: What's up with ads? How much can you make?
India... what's up with it?
Bob: Linear business is making money in linear. We're looking for options still.
Bob: linear's ads are improving. Addressable ads are the Rizz. And ads on AVOD is da drip.
India... what's up with it?
Bob: Linear business is making money in linear. We're looking for options still.
Bob: linear's ads are improving. Addressable ads are the Rizz. And ads on AVOD is da drip.
Could they be so desperate as to cut those lavish overseas destinations for "The Bachelor" and "The Bachelorette"???
Q: Can ESPN do local rights?
WB is licensing out content. Will DIsney do the same? I'm a freaking business genius!!!
Bob: We're already doing that, but not with core content.
Local Sports: We could do it, but not aiming to do so with too much risk.
WB is licensing out content. Will DIsney do the same? I'm a freaking business genius!!!
Bob: We're already doing that, but not with core content.
Local Sports: We could do it, but not aiming to do so with too much risk.
Investors care about parks for providing cash to invest in other higher growth potential areas. Trouble in parks can hurt investment in, say, DTC. That goes into why they won't spend money in parks until "back end" of decade, the parks money supports other parts of the company and that'll continue until streaming stuff can stand on its own and support itself. If that doesn't happen then we can expect that allocation to decrease.
Disney Analyst
Well-Known Member
Not a senior moment 
NotCalledBob
Well-Known Member
He panicked when he heard the word 'Orlando'.Not a senior moment