DarkMetroid567
Well-Known Member
I hate this comment but I think you’re right. VelociCoaster is not really moving the needle for most Orlando tourists unless you happen to be a coaster enthusiast.
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News Disney’s Fiscal Full Year and Q4 2024 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Disney Analyst
Well-Known Member
The current data really makes me wonder if Epic would have any negative impact on Disney whatsoever.
I still theorize the biggest loser will be Universal Studios Florida - that park needs love.
Andrew25
Well-Known Member
I don't think so, it was a great choice as it's considered (by most) as the world's greatest roller coaster. The issue is that Universal had a bunch of duds that could have been more impressive experiences for families (Villain-Con, DreamWorks, etc.).
Excited for Epic, but I would have a preferred these additions into USF instead. Definitely prefer a full park filled to the brim versus 2 parks with multiple dead/outdated areas.
Nevermore525
Well-Known Member
Yeah between Comcast reporting drops in attendance this year, Disney basically staying level, and as it currently stands Epic tickets being tied exclusively to multi-day tickets (except for APs), it’s fair to say that Comcast has concerns over cannibalizing their own attendance vs claiming a piece of market share from Disney.
At least in the short term outlook.
Disney Analyst
Well-Known Member
My only thought is that Disney knows AK will stay flat, or be their park that goes down, which is why they don’t really care about taking an entire section offline for the Tropical America’s build.
Nevermore525
Well-Known Member
Yeah Disney seems content with AK becoming a park next to nobody really goes to for a couple years between Tropical America’s and the Zootopia replacement for It’s Tough to be a Bug coming.
BrianLo
Well-Known Member
I agree, I don't suspect it will. I actually think WDW will see a halo effect from Epic as they are now forecasting. Ultimately Universal will gain much more market share, but I think the market will just grow to accommodate. It's unlikely USF passes its previous 2022 peak for quite some time, but obviously the attendance resort wide will immediately increase.
Very doubtfully will we see a 1.5x attendance increase from 2022 levels until Epic operational years 5-10 and probably timed around their Pokemon/Zelda additions.
Disney Analyst
Well-Known Member
Which I can’t understand anyone ever skipping AK. It’s the most stunning, best themed park in North America. I’d skip DHS any day.
But I guess it goes to show, people are motivated by rides more than anything else.
dmw
Well-Known Member
- In the Parks
- No
@lentesta you've come a long way since the original "Unofficial Guide" books. I think I still have some of the old versions, circa late 90's, early 00's. I remember going to the library to check out a book to get tips, and making copies of the touring plan pages from the back of the books. Many thanks for all you do and the great info it provides to us!
Bob Iger on Disney M&A Under Trump: “We Don’t Really Need More Assets Right Now”
The comments come after many other media executives said they will be looking for new acquisitions and greater consolidation under the next administration.
www.hollywoodreporter.com
Disney Expects to Spend $24B on Content Next Year
Rate hikes at the NFL and NBA may mean that sports drive the slight spending increase, with the company reporting $23.4 billion for this past year.
www.hollywoodreporter.com
Disney, Reliance Close Megadeal to Form Indian Entertainment Powerhouse
The joint venture will be one of the largest Media & Entertainment companies in India with pro forma combined revenue of approximately $3.1 billion.
www.hollywoodreporter.com
Disney Earnings Powered by Streaming, ‘Deadpool & Wolverine’ — and Rare Three-Year Look at Guidance
Disney+ now has more than 120 million "core" subscribers, a 4 million sub boost from last quarter.
www.hollywoodreporter.com
Disney Stock Rises Post-Earnings as Wall Street Reacts to Longer-Term Guidance
Multiple analysts raised stock price targets on the Hollywood studio conglomerate.
www.hollywoodreporter.com
Awfully quiet around here for a Fiscal Year report...
Andrew C
You know what's funny?
Hockey.
Disney+ Ups Quarterly Subs More Than 5% to 159 Million, Operating Income Reaches $253 Million - Media Play News
The Walt Disney Co. Nov. 14 reported that Disney+ ended the fourth quarter (Sept. 28) with 158.6 million global subscribers, up 5.5% from 150.2 million subs in the prior-year period. The tally included 122.7 million core U.S. and Canadian subscribers, up 8.9% from 112.6 million subs last year...
www.mediaplaynews.com
Disney Ups Quarterly 'Content Sales/Licensing and Other' Revenue 39% to $2.6 Billion - Media Play News
The Walt Disney Co. Nov. 14 reported a 39% increase in revenue to $2.85 billion for the “Content Sales/Licensing and Other” business segment, from $1.86 billion in revenue during the previous-year period. The segment, which includes Disney produced and acquired content marketed through various...
www.mediaplaynews.com
JoeCamel
Well-Known Member
Oh you want some noise?
1% "growth" is very poor and could just be a rounding error to Bob's favor so his ego is sated. They will never deliver the 10% mandate at this rate.
Seems they are putting all their vast resources into DL's 70th next year? Nothing much else on the slate so I bet it will be an amazing event, I'm booking my trip as I type.....
How did I do?
Bob Iger Says Disney EMEA & APAC Content Investments “Slowing” But Will Continue On “Selective” Basis: “We’re Being Careful Until We Get The Technology Right”
Bob Iger said today Disney's investment in EMEA and APAC has "slowed down", but is seeing its tentpole movies land strongly in local territories.
deadline.com
Bob Iger Has Hot-Mic Moment On Disney Earnings Call: “I Don’t Know If I Was Supposed To Disclose Those AVOD Numbers”
Disney CEO Bob Iger had a "hot mic" moment on the company's fiscal fourth quarter earnings call Thursday morning, questioning aloud whether he should have revealed key streaming numbers.
deadline.com
Bob Iger Defends Disney’s Pricey 2019 Fox Acquisition – Emmys, ‘Avatar’ Came From That Deal, “I Could Go On And On”
Bob Iger said Disney's Fox acquisition, which has been criticized for its high price tag, was key to fireproofing the company with content and distribution in the age of streaming.
deadline.com
Disney Touts Two-Year Turnaround Behind Studio’s Stellar Quarter
A year ago Disney CEO Bob Iger was still apologizing for the studio after a string of misfires, today things looking very different after 'Inside Out 2' and 'Deadpool & Wolverine'.
deadline.com
You forget to mention how TWDC is on the precipice of collapsing as ESPN, streaming, the parks, and the movies (i.e., all of Disney) is dragging TWDC under and will soon be bought out by Apple or Musk.
JoeCamel
Well-Known Member
Comcast is still gunning for them
Vegas Disney Fan
Well-Known Member
I just finished listening to a summary of the call and it’s pretty impressive numbers across the board, as a Disney fan I hate that their nickel and diming is resulting in increased guest spending and great numbers, it’ll just encourage them to continue to raise prices, while offering less, and adding new micro-transactions wherever they can.
I was genuinely hoping for them to report attendance was down so they’d have no choice but to bring back more entertainment, more perks, better service, etc. No chance of that with these results.
Good news for the investors, bad news for park fans.
I was genuinely hoping for them to report attendance was down so they’d have no choice but to bring back more entertainment, more perks, better service, etc. No chance of that with these results.
Good news for the investors, bad news for park fans.