CaptainAmerica
Well-Known Member
That's exactly why it IS a viable option.
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Disney’s Q2 FY22 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Q: Any signs of slowdowns due to inflation?
Do you think D+ subs will go up as you think?
A: Bob... Demand is strong. Plug for reservations. This quarter is stronger in the parks than last quarter, so, our trend is up. Still waiting for International customers.
Christine: First half of the year is subs adds was higher than expected, so, this next half year may look anemic in comparison, but we expect it to go up.
Do you think D+ subs will go up as you think?
A: Bob... Demand is strong. Plug for reservations. This quarter is stronger in the parks than last quarter, so, our trend is up. Still waiting for International customers.
Christine: First half of the year is subs adds was higher than expected, so, this next half year may look anemic in comparison, but we expect it to go up.
Bob on Genie+ and reservations -
The sign-up for Genie+ plus and the willingness to come to the parks with our balanced reservation system, which helps us manage our price per day, if you will, so that domestic yield strategy has really structurally allowed us to increase that per capita spending meaningfully without having to rely solely on raising ticket prices and we don't see any end in sight for that.
The sign-up for Genie+ plus and the willingness to come to the parks with our balanced reservation system, which helps us manage our price per day, if you will, so that domestic yield strategy has really structurally allowed us to increase that per capita spending meaningfully without having to rely solely on raising ticket prices and we don't see any end in sight for that.
donsullivan
Premium Member
A valid dialog to have but wrong thread for it….
CaptainAmerica
Well-Known Member
She just went to "food and beverage" when asked about inflation. 
Sirwalterraleigh
Premium Member
Is that really the problem? Any of it?
Until public perception changes and it all collapses in upon itself.
How did you get filled at $99? Wow!
Q: How are you going to meet sub targets?
How are park margins?
A: Bob.. you heard our guidance... so...
Christine: Consumer demand is up. Inflation will be a challenge.
Uh oh, she's talking about the cost of food!!
We have fuel reserves to level out inflationary pressure for energy.
We're dealing with increase cost of employees and availability [oh, no, they have to pay near a living wage!!]
How are park margins?
A: Bob.. you heard our guidance... so...
Christine: Consumer demand is up. Inflation will be a challenge.
Uh oh, she's talking about the cost of food!!
We have fuel reserves to level out inflationary pressure for energy.
We're dealing with increase cost of employees and availability [oh, no, they have to pay near a living wage!!]
jmp85
Well-Known Member
The $103.50 order filled, the $99/share is still pending, but as I type this the after hours price is down to $100
Midwest Elitist
Well-Known Member
Uhhhhhhh
I'm giving myself partial credit with Christine's comment about relaunching a fuel purchase savings program, or however she phrased it.
Nubs70
Well-Known Member
Q: What will be the impact of ad-supported?
A: Bob, we expect advertisers have UNPRECEDENTED DEMAND!! to throw money at us.
We expect ad-support to double income [?!]
Sports will be in high demand.
A: Bob, we expect advertisers have UNPRECEDENTED DEMAND!! to throw money at us.
We expect ad-support to double income [?!]
Sports will be in high demand.
CaptainAmerica
Well-Known Member
Q1-Q2 subs were so good that Q3-Q4 subs might suck.
CaptainAmerica
Well-Known Member
ESPN Direct-to-Consumer Question!
SHOT
SHOT
CaptainAmerica
Well-Known Member
Disney 2010-2021: "The power of LIVE. Sports are uniquely valuable to advertisers."
Disney 2022: "Come advertise on our SVOD platform."