Disney’s Q2 FY22 Earnings Results Webcast

[UNCgolf]

Throughput is irrelevant.

An attraction that occupies 10 people for 45 minutes is just as valuable to perceived crowding as an attraction that occupies 90 people for 5 minutes.

This is one of the reasons it's so annoying that Disney keeps building shorter attractions. EPCOT went from a bunch of 10-15 minute attractions (some even longer) to ones that are less than 5 minutes. That causes cascading issues throughout the park.

High hourly capacity is good, but long attractions are even better. Both is ideal.

 

[CaptainAmerica]

This is one of the reasons it's so annoying that Disney keeps building shorter attractions. EPCOT went from a bunch of 10-15 minute attractions (some even longer) to ones that are less than 5 minutes. That causes cascading issues throughout the park.

High hourly capacity is good, but long attractions are even better. Both is ideal.

Short attractions with long queues that people don't mind waiting in achieve the same effect as long attractions, but they keep nuking that idea with VQs.

 

[EPCOT-O.G.]

This is one of the reasons it's so annoying that Disney keeps building shorter attractions. EPCOT went from a bunch of 10-15 minute attractions (some even longer) to ones that are less than 5 minutes. That causes cascading issues throughout the park.

High hourly capacity is good, but long attractions are even better. Both is ideal.

The Podcast: The Ride guys described EPCOT as a “concept album” once. And as I think of it, going from 15 minute dark rides to 3 minute thrill rides is like if Pink Floyd pivoted from their super long songs to radio-friendly pop hits.

 

[UNCgolf]

Short attractions with long queues that people don't mind waiting in achieve the same effect as long attractions, but they keep nuking that idea with VQs.

Right, the number of people waiting in the queue matters too. But a long attraction with a long wait is still better there, obviously.

Like if Frozen Ever After has a 60 minute wait and Spaceship Earth has a 30 minute wait -- assuming, for the sake of argument, those wait times were actually 100% accurate -- Spaceship Earth is still keeping more people busy longer since it's both higher capacity and significantly longer.

EDIT: Also completely agree that the VQs make everything worse.

 

[Ldno]

Where?

World Bank stated the two month recession in 2020 was due to covid and lasted from March-April 2020

U.S. recession ended in April 2020, making it shortest on record

The U.S. recession touched off by the coronavirus lasted only two months, ending with a low point reached in April 2020 after thestart of a sharp drop in economic activity in March of that year, the U.S. Business Cycle Dating Committee announced Monday.

www.reuters.com

 

[Sirwalterraleigh]

World Bank stated the two month recession in 2020 was due to covid and lasted from March-April 2020

U.S. recession ended in April 2020, making it shortest on record

The U.S. recession touched off by the coronavirus lasted only two months, ending with a low point reached in April 2020 after thestart of a sharp drop in economic activity in March of that year, the U.S. Business Cycle Dating Committee announced Monday.

www.reuters.com

One month is not a recession

In the US, a recession officially begins after two quarters of negative gdp growth…and when it becomes a real “recession” it ends up lasting for 18 months +

 

[Trauma]

One month is not a recession

In the US, a recession officially begins after two quarters of negative gdp growth…and when it becomes a real “recession” it ends up lasting for 18 months +

Well it seems to me it at least identified as a recession. Please try to be more welcoming and inclusive of all forms of economic decline in the future.

 

[Sirwalterraleigh]

Well it seems to me it at least identified as a recession. Please try to be more welcoming and inclusive of all forms of economic decline in the future.

You’re right…I need to be more “woke”

 

[mikejs78]

You’re right…I need to be more “woke”

I had a joke in mind that involved this comment and the state of FL, but I'll refrain from making anything that might be construed as a political statement.

 

[EPCOT-O.G.]

You’re right…I need to be more “woke”

Don’t Say GAAP

 

[Sirwalterraleigh]

I had a joke in mind that involved this comment and the state of FL, but I'll refrain from making anything that might be construed as a political statement.

Does it involve me losing my special improvement district?

 

[mikejs78]

Does it involve me losing my special improvement district?

Exactly.

 

[Trauma]

I had a joke in mind that involved this comment and the state of FL, but I'll refrain from making anything that might be construed as a political statement.

Write it backwards the mods won’t notice.

 

[MisterPenguin]

Disney Breaks Down Local-Language Content Plans Outside the U.S.

Disney broke down for the first time how local-language programs are being dispersed throughout global regions.

variety.com

$32B spending in content for the year, 1/3 of which is in sports.

General entertainment is the rest with linear/DTC/theatrical.

Targeted segments: local language

• over 500 local content shows
• Asian Pacific: 140 new shows
• in EMEA: 150
• India: 100
• Latin America: 200

 

[Sirwalterraleigh]

Disney Breaks Down Local-Language Content Plans Outside the U.S.

Disney broke down for the first time how local-language programs are being dispersed throughout global regions.

variety.com

$32B spending in content for the year, 1/3 of which is in sports.

General entertainment is the rest with linear/DTC/theatrical.

Targeted segments: local language

• over 500 local content shows
• Asian Pacific: 140 new shows
• in EMEA: 150
• India: 100
• Latin America: 200

When you break it down that way…it doesn’t seem like it’s as big of a number to me

 

[HauntedPirate]

More info on the $1B haircut in content spending:

Disney Trims $1B in Content Spend Amid Drive for Streaming Profits — The Hollywood Reporter

Still, $32 billion is an enormous spend across its linear and streaming properties, but CEO Bob Chapek is signaling to Wall Street: "We're very carefully watching our content cost growth."

stocks.apple.com

Basically, lower quality shows and a price hike coming.

 

[Dan Deesnee]

Professional spin artist. Really? Revenues are up after last year's covid mess? Who would have thought!

I hope investors continue to punish Disney stock. They're losing confidence in Chapek. Investors like stability.

 

[Phicinfan]

Are you playing the dumb dumb on this one?

What evidence is there that the capex brought in one single person beyond their standard climb that started 10 years ago?

Sadly, I would almost prefer they take the Capex and focus on maintenance for a year or so, so that the attractions they have actually function as designed and are up to date.

 

[Sirwalterraleigh]

Sadly, I would almost prefer they take the Capex and focus on maintenance for a year or so, so that the attractions they have actually function as designed and are up to date.

Can’t argue with that.

The amount of “rot” is appalling in the parks right now. That’s the “great” Bobs management. Nobody protested…so they automatically assume they’re doing something “smart”

 

[Sirwalterraleigh]

Professional spin artist. Really? Revenues are up after last year's covid mess? Who would have thought!

I hope investors continue to punish Disney stock. They're losing confidence in Chapek. Investors like stability.

Well Wall Street didn’t buy it…for one minute.

They want him out. So does the Hollywood scene.

Tough spot if you’re the head of Disney