News Disney’s Q1 FY25 Earnings Results Webcast

[JD80]

I shouldn't be surprised how many people have no idea how to interpret data. I don't know how Mr-P has the patience.

 

[Chi84]

A week in the swamp! That’s all it is to you? Are you sure you’re a Disney fan?

I need @Disstevefan1 with one of his huge trophies lol.

 

[Chi84]

Dessert parties and after hour parties as well.

I'm not sure how necessary the dessert parties are to the overall experience. The after hours parties - at least where we're concerned - are instead of a park ticket for the day. But we don't spend nearly as much time in the parks as some others here and we tend to go to a water park, resort character breakfast or spend time at the resort pools.

 

[TrainsOfDisney]

I'm not sure how necessary the dessert parties are to the overall experience.

Is LL necessary? I’ve never paid for it.

 

[Disstevefan1]

I need @Disstevefan1 with one of his huge trophies lol.

LOL, I would like to but I was sent to wdwmagic forums jail the last time I gave out a huge trophy

 

[Chi84]

Is LL necessary? I’ve never paid for it.

It is for us because of the number of people in our group and the time we designate to the parks as opposed to other activities.

Everyone is different as far as what they need to have a good experience.

 

[TrainsOfDisney]

It is for us because of the number of people in our group and the time we designate to the parks as opposed to other activities.

Everyone is different as far as what they need to have a good experience.

So couldn’t a dessert party also be “needed” to have a good experience? I would argue it’s almost required to have truly good seating at Fantasmic and World of Color sometimes.

 

[Agent H]

It is for us because of the number of people in our group and the time we designate to the parks as opposed to other activities.

Everyone is different as far as what they need to have a good experience.

Yes but wouldn’t you rather it was free?

 

[Chi84]

Yes but wouldn’t you rather it was free?

Of course.

 

[Vegas Disney Fan]

But we have been saying this on these boards for literal decades.

I think the difference if we’ve speculated when they’d hit the breaking point for years, in the future tense, now we’re talking about it in the present tense because we think they’ve hit it.

i don’t think that works long term at WDW. I’m not totally sure it even works short term.

Most businesses know that it’s much better to retain existing customers than attract new ones. Pricing out existing customers is usually not a good business plan.

This is business 101, it’s far cheaper to keep an existing guest than to attract a new one, it’s also far more profitable in the long run to keep your loyal guests over one time guests. Disney has to know this which makes their decisions even more of a mystery, they are making decisions that counter one of the most universally known business philosophies in the world.

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[Animaniac93-98]

I will bet @wdwmagic an overpriced in-park coffee that we see Disney test two separate hard ticket events this year, on either side of the regular park operating day, for the same park.

5+ years ago there was the pre-opening breakfast thing you could buy for MK or DHS to get you on Seven Dwarfs or Slinky Dog. I guess you're thinking of something longer than that?

 

[Sirwalterraleigh]

Actually, don't know why I never looked at the summary, but they spell out the impact of the hurricane and Treasure launch.

They peg the hurricanes at an approximately 120 million loss and the Treasure as a 75 million impact. Without those we are looking at 2.177 billion for Q1 which is a 4.8% increase over last year.

Which endzone are you kicking for?

Money or attendees?

Because they keep saying how the money is coming…and I bet it’s buried in plain site again…
The attendance thing…not quite so much

 

[Sirwalterraleigh]

But we have been saying this on these boards for literal decades.

When was the last time a Disney park posted a decline in demand without a recession, a plague, or rogue pilots…

…don’t look too hard

 

[Sirwalterraleigh]

I will bet @wdwmagic an overpriced in-park coffee that we see Disney test two separate hard ticket events this year, on either side of the regular park operating day, for the same park.

They tried that…both failed

And then the customers failed and allowed them to put one back

And how’s that working for everyone now?

 

[Sirwalterraleigh]

This is business 101, it’s far cheaper to keep an existing guest than to attract a new one, it’s also far more profitable in the long run to keep your loyal guests over one time guests. Disney has to know this which makes their decisions even more of a mystery, they are making decisions that counter one of the most universally known business philosophies in the world.

…got a theory on this one…and I didn’t arrive at it quickly (like 12 years)

 

[TrainsOfDisney]

…got a theory on this one…and I didn’t arrive at it quickly (like 12 years)

Hey… don’t tease us! We wants the redhead… err I mean rum!

 

[TarzanForever]

Yep i agree but i think i Iger is leading on more than we think. I think it’s not just beyond thunder but it’s a little more maybe future? Like Tomorrowland related and maybe stitch coming back? Idk wild guess but sources say.

 

[Vegas Disney Fan]

…got a theory on this one…and I didn’t arrive at it quickly (like 12 years)

I have a theory on it too, and it involves someone prioritizing their personal legacy over the companies well being.

I idolize Walt Disney but in the end even he wanted to be known for more than a Mouse, it’s why Disney should replace their leadership team regularly, they need people that stay focused on the mouse rather than people who are worried about their legacy.

 

[BrianLo]

Direct to consumer streaming service is like taking money out of your left pocket and putting in your right pocket.

This has become a fairly tired misdirection. Financial illiteracy parroted, I don’t know why I can’t stamp it out. This is not what is happening.

Who puts money into the left pocket to begin with? Consumers.

Why do they put money into the left pocket? To watch the media Disney produces.

How much money do they put into the left pocket? 24 Billion annually and counting.

24 Billion Disney then spends to buy their own products (primarily); then market the platform; then to run the service and only then (currently minorly) is the rest pocketed by the parent corp.

The 1B operating income DTC will actually produce this year isn’t the cash flow that goes to the production to prop up Mufasa… it’s essentially the delta they are making by selling their product internally versus sticking with Netflix licensing. The other 23B goes in large part to prop up Mufasa; or whatever.

 

[TarzanForever]

This has become a fairly tired misdirection. Financial illiteracy parroted, I don’t know why I can’t stamp it out. This is not what is happening.

Who puts money into the left pocket to begin with? Consumers.

Why do they put money into the left pocket? To watch the media Disney produces.

How much money do they put into the left pocket? 24 Billion annually and counting.

24 Billion Disney then spends to buy their own products (primarily); then market the platform; then to run the service and only then (currently minorly) is the rest pocketed by the parent corp.

The 1B operating income DTC will actually produce this year isn’t the cash flow that goes to the production to prop up Mufasa… it’s essentially the delta they are making by selling their product internally versus sticking with Netflix licensing. The other 23B goes in large part to prop up Mufasa; or whatever.

See that’s where i think you are completely wrong. Disney has had cash for a very long time. Old money some would say. Consumers are not target but its merch and for example mufasa earned Grammy at awards show and Beyoncé of all people accepted. Fort Knox situation and this won’t go.