-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
Disney’s Q2 FY22 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Tha Realest
Well-Known Member
Do you have the link to that post? I’d be interested in seeing it
willtravel
Well-Known Member
I was signed up for Hulu only and recently I received notice I was being moved over to Hulu, Dis+, ESPN+ package and higher price. I wonder how many others that had happen too.
doctornick
Well-Known Member
Everyone on Hulu with live TV was switched over to the bundle sometime in the past year. And yes it seems to me the main reason they did that was to keep the sub numbers up
Edit: they really just need to have this report not be terrible. Subs are going to jump over the summer when D+launches in a slew of new countries. They are largely relatively smaller countries (though a few are pretty significant populations like Egypt, Turkey, South Africa, Poland,etc) but collecting it should provide a huge number of increased subscribers.
Last edited:
Tha Realest
Well-Known Member
I’m less interested in whether Disney meets expectations, and in fact most curious as to how McCarthy will manage to make a tone deaf joke while only saying five sentences. She’s on a two hit streak right now.
MagicHappens1971
Well-Known Member
I swore some insiders on another thread were saying the opposite for P&R, at least WDW. Maybe I misunderstood
Nubs70
Well-Known Member
I wish I could find them. They were from several years back and looked at park performance during recessionary cycles.
castlecake2.0
Well-Known Member
I’m not an “insider”, but I have heard that as well, uppers are realizing WDW being taken advantage of.
It had already been pointed out to you that a previous thread was already made... in the correct forum.Live audio webcast will at 4:30 p.m. ET/ 1:30 p.m. PT on Wednesday, May 11, 2022.
Disney’s Q2 FY22 Earnings Results Webcast - The Walt Disney Company
Listen here: https://thewaltdisneycompany.com/app/uploads/2022/04/q2-fy22-earnings.mp3 DOWNLOADS: Earnings Report Financial Reconciliations Transcript Audio Supplemental Information for Direct-to-Consumer Forward-Looking Statements: Certain statements in this call may constitute...thewaltdisneycompany.com
Disney’s Q2 FY22 Earnings Results Webcast
"The Walt Disney Company (NYSE: DIS) will discuss fiscal second quarter 2022 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, May 11, 2022."...
pdude81
Well-Known Member
Rooting for the dividend but we'll see how it goes
WDW Pro
Well-Known Member
It would be hard to peg motivation unless a company statement clarifies. There are too many chefs controlling the fire to pick out just one voice.
It would be hard for WDW to maintain the investment levels of Epcot's semi-redux and Tron years. We'd be hearing about major new expansions already. I wouldn't be surprised to see things pushed back to the late twenties.
Sir_Cliff
Well-Known Member
That would be nice. I don't want to say it too loud in case someone higher up notices, but I have been wondering how they have been managing to run things so well in Paris lately in terms of the 30th celebration, refurbs, and maintenance while everything in Florida seems to be falling apart and heading in the wrong direction.
jmp85
Well-Known Member
Looking at FCF projections and intrinsic value (using assumptions I feel comfortable with), I like it closer to $95/share. You're probably right though regarding earnings risk. I hate buying before earnings though, always feels like a gamble.
pdude81
Well-Known Member
If they kept the original timeframes, then perhaps. But they more than doubled the amount of time it took to spend the money before all is said and done, plus "reduced" the big barstool and put off Poppins/Quinnjet. Now you could be 100% right, but there have been a lot fewer leaks lately. We could well be hearing about big new projects in September, with some leaks in the summer.
Nubs70
Well-Known Member
jmp85
Well-Known Member
They're running negative cash from operations right now, much less traditional FCF (cash from ops less capital expenditures). I'm worried DIS is going to go down the road of burning cash with D+ in an effort to grow / maintain subscribers. Netflix is technically profitable but has never been cash flow positive because they burn money on content just to maintain subscribers. If they stop burning through money on content, will they still be profitable? Doubt it.
Investments in parks may slow to a crawl, but they'll burn it on D+.
I’m more concerned not just if investments slow to a crawl but is there going to be money to spend on upkeep of parks and resorts to still make it nice and pretty.
Tha Realest
Well-Known Member
For better or worse, they've leveraged the future of the company to D+. If it fails spectacularly, it could drag the whole company down with it. If it succeeds wildly, it could make the other components of the company (theme parks, retail sales, cruise lines) comparatively less valuable, and ripe for sell-off.
Yes, Chapek is betting the farm on D+.