Disney’s Q2 FY22 Earnings Results Webcast

[CaptainAmerica]

Bob is hyping "the bundle" an awful lot considering how bad ESPN+ sucks.

 

[donsullivan]

LMAO she just called Cosmic Rewind "all new capacity."

Cosmic Rewind is, by all accounts, an incredible experience. But it ain't "new capacity."

I would be curious to see the math on per hour achieved capacity (not theoretical) between UoE and Cosmic Rewind. The 45 minute ride time on UoE resulted in pretty low actually achieved hourly/daily thruput (people who actually sat in the seats) in the later years.

 

[Trauma]

Bob is hyping "the bundle" an awful lot considering how bad ESPN+ sucks.

He’s trying to answer the question without answering the question.

 

[VJ]

"very 'chievable" -bob chapek

 

[Sirwalterraleigh]

This has been pure comedy on a scale I couldn’t have imagined…

Anyone else remember a stock getting dumped in 30 minutes of after hours to the tune of $3.75 while the execs are claiming “victory” at the podium simultaneously??

 

[Tha Realest]

Has Christine gotten a dig in at the Disney fatties yet?

 

[MisterPenguin]

Q: What is the D+ churn? Whats proportion of new content and library.

What's happening with international parks' profitability?


A: Bob: WRT D+ guidance, we have a lot of Big Data with what customers are interested in. Churn rate is low, esp. for the bundle.

Christine: We don't know with Asia because of pandemic closures. WRT Paris, it's doing very well on yield ($ per person). Its expanding in capacity and should bring in more profit.

 

[Doberge]

"DLP gives me hope but hope is not a strategy." -Christine (approximate quote)

 

[GimpYancIent]

The use of the word "demand" is what is disturbing. All the upticks in revenues coincide with price increases, fees etc. nothing supports any reference to "demand".

 

[Sirwalterraleigh]

that's one hell of a rollercoaster

100x as extreme as mine train

 

[VJ]

"ongoing i'vestments" -bob chapek

 

[Trauma]

D+ ad support tier is well greased!!!

Bob Chapek

 

[MisterPenguin]

Q: Tell us more about ad-supported D+!! Can you raise the price on D+ subs?!?


A: Bob... we're on the way. We have plans. Things are getting prepared. [Indeed in other news, Disney has invested in automating advertisers for Hulu and linear]

Christine: No new price point announcements. It's a secret.

 

[Midwest Elitist]

EEEEEEEEEEEKKKKKKKK!!!

 

[MisterPenguin]

LMAO she just called Cosmic Rewind "all new capacity."

Cosmic Rewind is, by all accounts, an incredible experience. But it ain't "new capacity."

Well, compared to the 12 years they've been spending to build it, it's new!!

 

[CaptainAmerica]

Christine: No new price point announcements. It's a secret.

 

[Tha Realest]

EEEEEEEEEEEKKKKKKKK!!!

View attachment 638141

what is this visualizing?

 

[kalel8145]

"We are now bringing a new magical experience to Tomorrowland! Starting the month of June, guests will experience the joy of pushing the Tomorrowland Speedway cars and will be given the sense of accomplishment contributing to a green future! This also saves us twenty million dollars in fuel costs."

Nice. I'll be there in June. Can't wait to push.

 

[Disstevefan1]

wow was that boring. Not even a question about RCID !!

 

[Trauma]

I wish I could see Bob checking the share price on his phone when the call ended.