Disney’s Q1 (Oct/Nov/Dec) FY 2020 Earnings Results Webcast on Tuesday, Feb 4, 4:30ET.

[MisterPenguin]

EDIT: Added:

The release is available here.​

​

To view the Reconciliation of Non-GAAP Measures, click here.​

​

Audio​

Disney’s Q1 FY20 Earnings Results Webcast - The Walt Disney Company

Listen to the earnings results webcast: https://thewaltdisneycompany.com/app/uploads/2020/02/q1-fy20-earnings.mp3 DOWNLOADS: Earnings Report Financial Reconciliations Audio Transcript Forward-Looking Statements: Management believes certain statements in this call may constitute...

www.thewaltdisneycompany.com

The Walt Disney Company will discuss fiscal first quarter 2020 financial results via a live audio webcast beginning at 4:30 p.m. EST / 1:30 p.m. PST on Tuesday, February 4, 2020.

​

Results will be released after the close of regular trading on February 4, 2020.​

​

To listen to the webcast, please return here 5 minutes prior to the start of the call to ensure your connection.​

​

The webcast presentation will be archived.​

 

[seascape]

Disney’s Q1 FY20 Earnings Results Webcast - The Walt Disney Company

Listen to the earnings results webcast: https://thewaltdisneycompany.com/app/uploads/2020/02/q1-fy20-earnings.mp3 DOWNLOADS: Earnings Report Financial Reconciliations Audio Transcript Forward-Looking Statements: Management believes certain statements in this call may constitute...

www.thewaltdisneycompany.com

The Walt Disney Company will discuss fiscal first quarter 2020 financial results via a live audio webcast beginning at 4:30 p.m. EST / 1:30 p.m. PST on Tuesday, February 4, 2020.​

​

Results will be released after the close of regular trading on February 4, 2020.​

​

To listen to the webcast, please return here 5 minutes prior to the start of the call to ensure your connection.​

​

The webcast presentation will be archived.​

View attachment 445856​

It will be an interesting day. I am looking forward to the streaming numbers for all 4 services, especially Hulu and Hotstar. Disney Plus will take care of itself but Hulu and Hotstar are the hidden gems.

 

[AnotherDayAnotherDollar]

Disney Plus Expected to Reveal More Than 25 Million Subscribers, Dazzling the Industry

Disney has Wall Streeters and the industry waiting with baited breath for Tuesday's quarterly earnings announcement.

variety.com

Expectation for Disney+ subscribers to be in the 25 to 30 million range.

 

[brb1006]

3 more hours left

 

[Lilofan]

Let's see if Wall Street is going to ask tough questions to Iger during Q&A.

 

[MisterPenguin]

Let's see if Wall Street is going to ask tough questions to Iger during Q&A.

Bob, this is Jack Stern from Morgan Stanley. I, and some others in the office, want to know... just how you manage to stay so young looking.

 

[seascape]

Disney Plus Expected to Reveal More Than 25 Million Subscribers, Dazzling the Industry

Disney has Wall Streeters and the industry waiting with baited breath for Tuesday's quarterly earnings announcement.

variety.com

Expectation for Disney+ subscribers to be in the 25 to 30 million range.

That is about what they originally predicted for the end of 2024 in North America. The questions and answer session should be very interesting. Will Disney updat their expectation on when Disney Plus will become profitable. I still stand by my prediction of Disney Plus becoming profitable by the end of 2022 but may move that up after seeing what the numbers are today.

 

[Lilofan]

Bob, this is Jack Stern from Morgan Stanley. I, and some others in the office, want to know... just how you manage to stay so young looking.

A young wife, personal trainer and chef, etc. I've seen him up close when he vacationed at WDW with his young family. He does look good for his age.

 

[Disney Analyst]

Should be an interesting call! Curious if they'll talk more about their Hamilton strategy next year, since that is new.

 

[brb1006]

It's 4:04PM

 

[MisterPenguin]

It's 4:04PM

... do you know where your children's stocks are?

 

[Darkprime]

I wonder if they'll talk about their decision to drop the Fox name.

 

[MisterPenguin]

The release is available here.

To view the Reconciliation of Non-GAAP Measures, click here.

To listen to the live audio webcast, click here.

 

[Disney Analyst]

Disney + has 26.5 million subscribers, 50% of Disney+ subcribers came directly through Disney's website, about 20% came from Verizon, the rest through other services like Apple and Roku.

 

[brb1006]

And it's live

 

[Sirwalterraleigh]

“Attendance flat, spending up”

 

[Disney Analyst]

As of Monday they are at 28+ million subscribers.

 

[Disney Analyst]

Bob just called him Baby Yoda.

 

[Sirwalterraleigh]

As of Monday they are at 28+ million subscribers.

Now comes the hard part: finding management smart enough to buy/pay for content good enough to keep them

 

[MisterPenguin]

Bob Iger:

Coronavirus: Thoughts and prayers. Temporarily closed Shanghai and Hong Kong.

Film: $1B+... Frozen II, SW9. $11B in calendar 2019.

Parks: Delighted with response to RotR. Most immersive ambitious technologically advanced. Fan favorite. SWL in both parks are successful.

D+ is enormously successful. Day 1 was 10 mill subs. Quarter end was 26.5 mill subs.

Monday: 28.6 mill subs. Will announce subs every quarter. Conversions from free to play and churn are favorable to D+. Four quadrants are working well. Simpsons is popular. Mandalorian!! The Child!!! (Also other Disney properties are doing will). Look for Child merch.​

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Three new Marvel series. Integrated into MCU.​

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More Mandalorian coming this year.​

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D+ coming internationally. India in March thru Hotstar. Premier: D+hotstar.​

ESPN+ is growing. 1mill ppv from UFC.

Hulu is reorganizing more into Disney's corporate structure. Subs going up. Still looking for international. FX will be added to Hulu.