Disney’s Q2 FY22 Earnings Results Webcast

[Trauma]

As a reminder the CPI or as I call it, the CP lie, will be coming out before earnings.

If both numbers are bad ..

 

[jmp85]

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.

The Parks, Experiences and Products segment reported $6.8B profit in 2019. They aren't selling that cash cow. Not to mention the IP synergy that exists between the parks and the media segment. They'll use Parks & Experiences to fund the DIS+ catalog (burn money).

I just spent the last hour scanning through the 2019 and 2021 Annual Reports. God help them if their subscriber numbers are bad tomorrow.

 

[TsWade2]

This might be the end of Disney.

 

[Nubs70]

As a reminder the CPI or as I call it, the CP lie, will be coming out before earnings.

If both numbers are bad ..


View attachment 637889

First time every took over $100 to fill up happened yesterday

 

[brb1006]

This might be the end of Disney.

Considering Disney almost got shutdown twice in the past and still survived. I don't see Disney ending at any point in the future.

 

[Disney Irish]

Considering Disney almost got shutdown twice in the past and still survived. I don't see Disney ending at any point in the future.

Yeah I don't see how this would be the "end of Disney". Its not like the company is on the verge of going bankrupt or anything. The company will survive the current wave of issues, just like it has in the past.

If the D+ subs are even close to what analysts predict you're going to see the stock shoot up.

Some people just like to be hyper-dramatic.

 

[Disney Irish]

Less than 12 hours and counting....

 

[Tha Realest]

As a reminder the CPI or as I call it, the CP lie, will be coming out before earnings.

If both numbers are bad ..


View attachment 637889

CPI is at 8.3%, a bit higher than the 8.1% “expected”

 

[Tha Realest]

Premarkets are dropping…DIS already down 0.6%

 

[Tha Realest]

DIS down 1.3% now pre-market. Netflix down 1.8%.

 

[Trauma]

CPI is at 8.3%, a bit higher than the 8.1% “expected”

Remember that’s the cooked number. Trust me inflation is even higher than that.

 

[Tha Realest]

In full disclosure, it was eventually up a little bit earlier today, but is back where it started. Compared to the rest of the market, which is up slightly.

 

[Nubs70]

Remember that’s the cooked number. Trust me inflation is even higher than that.

Based on my raw materials, which have no "substitution effect", and Q1 financial performance, it looks to be between 17% - 18%

 

[HauntedPirate]

Remember that’s the cooked number. Trust me inflation is even higher than that.

http://www.shadowstats.com/alternate_data/inflation-charts

DIS at $106.50. Tick tock, Bob.

 

[Lilofan]

http://www.shadowstats.com/alternate_data/inflation-charts

DIS at $106.50. Tick tock, Bob.

If the execs start to short the stock then that’s not good

 

[MisterPenguin]

 

[Trauma]

I’m seeing a lot of panic selling right now in the small caps.

 

[Tha Realest]

I have no idea what revenues will be. But Chapek can credibly claim that they would be much much worse but for the new income streams from G+, ILL, and variable ticket pricing.

 

[Tha Realest]

As of mid afternoon it’s down 2.13%. Netflix is down almost 5%. Not much higher than average loss today. Those numbers better be good this afternoon!

 

[Rickcat96]

They will have good park earnings- at a cost of good will and brand loyalty. Wont last, cant keep charging more for less, Parks are not busy-they are not staffed which make it appear busy.