Disney’s Q2 FY22 Earnings Results Webcast

[monothingie]

Quarterly Gains in Millions:

D+... from 130 to 137
Hulu.. from 45 to 46
ESPN.. from 196 to 205

Total: 196 to 205

For comparison:

Netflix: 222
Amazon: 190
HBOmax: 77
Paramount 62
Peacock 28
Starz 20

The key to streaming is content. D+ has their vault and the 21CF vault, along with well developed content generation engine. You've seen the horror of at Netflix because they only have crap. User consolidation of streaming providers is in full force as people cut back expenses. D+ is best positioned in this regard.

With Theme Parks, all they had to do was open the gates. Genie+ and other revenue enchantment schemes are going to wind up being victims of their own purported success. The key has been that there is still enough pent up demand so that insane prices have not affected them. Let's see where this goes in 3-6 months if external economic factors don't settle down.

 

[CaptainAmerica]

It sort of feels like Disney+ Premiere Access was smothered to death quietly with a pillow.

 

[Slpy3270]

It sort of feels like Disney+ Premiere Access was smothered to death quietly with a pillow.

That only belongs on ESPN+ PPV.

 

[MisterPenguin]

It sort of feels like Disney+ Premiere Access was smothered to death quietly with a pillow.

Forecast: Someone will ask about that, and Bob will say they leave their options open, but, for now, they'll stick with theatrical releases.

 

[CaptainAmerica]

He just said "synergy machine, or 'franchise flywheel,' if you will."

DRINK

 

[Doberge]

The key to streaming is content. D+ has their vault and the 21CF vault, along with well developed content generation engine. You've seen the horror of at Netflix because they only have crap. User consolidation of streaming providers is in full force as people cut back expenses. D+ is best positioned in this regard.

With Theme Parks, all they had to do was open the gates. Genie+ and other revenue enchantment schemes are going to wind up being victims of their own purported success. The key has been that there is still enough pent up demand so that insane prices have not affected them. Let's see where this goes in 3-6 months if external economic factors don't settle down.

I'm curious how much spending per guest would increase if attendance slipped enough to increase guest happiness. I know when parks are slammed I'm less likely to happily spend on merchandise, and I spent more early in the pandemic when crowds were low.

 

[Doberge]

Forky Asks a Question reference. Nice!

Uh oh. Here comes Christine.

 

[MisterPenguin]

The key to streaming is content. D+ has their vault and the 21CF vault, along with well developed content generation engine. You've seen the horror of at Netflix because they only have crap. User consolidation of streaming providers is in full force as people cut back expenses. D+ is best positioned in this regard.

Luckily, D+ is getting great content from Pixar, Marvel, LucasFillm series, and DAS.

However, I was just tracking how well their made-for-D+ movies were doing... and almost all of them have really low audience and critical scores. And so, Disney Live Action keeps sucking, whether making movies for the theaters or streaming.

 

[Trauma]

Stock is back in the red.

 

[CaptainAmerica]

"Growth was driven by, you know, not a pandemic."

 

[DCBaker]

Christine -

In fact, there were many days in the quarter where we saw demand exceed 2019 levels; however, we are continuing to control attendance through our reservation system. With an eye on delivering a quality guest experience.

 

[VJ]

"Guardians of the Galaxy...

...

... Cosmic Rewind"

bob chapek doesn't know how to speak - he either over-enunciates or under-enunciates and always talks like he's gaining momentum and goes faster and faster and then randomly stops like it's the end of the sentence even though it obviously isn't

 

[MisterPenguin]

Stock is back in the red.

Huh?

 

[CaptainAmerica]

"Growth in advertising and affiliate revenue."

Wh-wh-whaaaaaat?

 

[Slpy3270]

"Growth in advertising and affiliate revenue."

Wh-wh-whaaaaaat?

NHL and National College Championship effect?

 

[CaptainAmerica]

I don't understand why Netflix isn't tanking in after-hours trading right now. "Streaming is in decline" would be a bad story for them. "Netflix uniquely sucks" is even worse.

 

[DaGoof00]

Stock is back in the red.

Um…no?

 

[donsullivan]

I don't understand why Netflix isn't tanking in after-hours trading right now. "Streaming is in decline" would be a bad story for them. "Netflix uniquely sucks" is even worse.

I think all of the Netflix bad news is already baked into their stock price.

 

[Slpy3270]

I don't understand why Netflix isn't tanking in after-hours trading right now. "Streaming is in decline" would be a bad story for them. "Netflix uniquely sucks" is even worse.

Netflix is the trendsetter.

 

[Trauma]

Huh?

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