Disney’s Q2 FY22 Earnings Results Webcast

donsullivan

Premium Member
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.
 

MisterPenguin

President of Animal Kingdom
Premium Member
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.
 

MisterPenguin

President of Animal Kingdom
Premium Member
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

Well-Known Member
EEEEEEEEEEEKKKKKKKK!!!

1652304469136.png
 

kalel8145

Well-Known Member
"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.
 

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