News Disney’s Q1 FY25 Earnings Results Webcast

[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.

 

[DarkMetroid567]

What about Universal, Islands of Adventure and of course EPIC?

Attendance-wise? None of the three will come particularly close. They’re in stronger competition with DCA (and the other WDW parks of course) than they are Magic Kingdom.

For a UOR park to actually surpass MK in attendance, their capacity would need to be expanded dramatically and they would need to nearly double their number of unique new guests.

Epic likely won’t hit 10 million guests for awhile.

 

[BrianLo]

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.

 

[JackCH]

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.

... wut?

 

[Agent H]

... wut?

I think they are a troll a person who goes by stanfidte in YouTube comment sections on Disney videos says things like “Disneys monopoly is going to get busted up by Uncle Sam and that he works in the military and bla bla bla you know insane obviously not true stuff this sounds similar

 

[Agent H]

I think they are a troll a person who goes by stanfidte in YouTube comment sections on Disney videos says things like “Disneys monopoly is going to get busted up by Uncle Sam and that he works in the military and bla bla bla you know insane obviously not true stuff this sounds similar

I will note this person seems to “be from the past” while the commenter I was referring to is “from the future” at least that’s what they say

 

[MisterPenguin]

See that’s where i think you are completely wrong.

You're wrong. Read the financials for the past decade and show us the money you *think* they had.