Disney’s Q2 FY23 Earnings Results Webcast

[MisterPenguin]

unless something else, seems the drop in subscriber count is weighing more than the reduction in losses as the stock is down $2.60 in after hours trading

Wall Street is stupid. They got the ARPU up and the loss down. Exactly what they were looking for, and not sub counts anymore.

DIS has been slowly going up for the past two weeks, and now... day traders are dumping it for no good reason except for other people weren't creating an uprising bubble for it.

 

[CaptainAmerica]

Let's go boys.

 

[wdwmagic]

Interesting that they are using the Jodie Benson version of the Little Mermaid "Part of your world" instead of the latest version (that has way too much melisma) in the interstitial music for the call.

Why is the sound quality of these earnings call so bad?!?

 

[CaptainAmerica]

Wall Street is stupid. They got the ARPU up and the loss down. Exactly what they were looking for, and not sub counts anymore.

DIS has been slowly going up for the past two weeks, and now... day traders are dumping it for no good reason except for other people weren't creating an uprising bubble for it.

I thought ARPU was down.

 

[networkpro]

unless something else, seems the drop in subscriber count is weighing more than the reduction in losses as the stock is down $2.60 in after hours trading

View attachment 715558

Interesting as the 300K drop in subscribers (~1%) vs the 20% increase in revenue per subscriber didnt offset that sufficiently for the analysts?

 

[CaptainAmerica]

Why is the sound quality of these earnings call so bad?!?

It used to be a call with a phone number. It went to crap when they switched to a webcast.

 

[MisterPenguin]

TRON Lightcycle / Run: MK_GATEWAY

 

[MisterPenguin]

I thought ARPU was down.

Domesitcally and in Europe up. India is still dragging it down overall.

 

[CaptainAmerica]

Bob opens with a congrats for Mario.

Wahoo!

 

[Disney Analyst]

Nice show Bob, nice show. Congrats Universal!

 

[MisterPenguin]

Haha... Iger congrats Comcast on Mario Bros.

In the Comcast quarterly call, the CEO announced the fall of Disney animation and the ascendency of Comcast animation.

What a nice way to highlight who's a jerk.

 

[Disney Analyst]

 

[MisterPenguin]

One app to rule them all!! (Hulu integrated into D+).

 

[MisterPenguin]

Upfronts next week to back up advertiser growth....

 

[CaptainAmerica]

One app to rule them all!! (Hulu integrated into D+).

I'm GUESSING that Hulu Live can't be integrated.

But nobody has Hulu Live besides me, so.

 

[Disney Analyst]

Higher price coming for Ad Free Tier.

 

[MisterPenguin]

Premium level D+ will have a price hike this year.

 

[Slpy3270]

I wonder how the integration of Hulu into D+ is going to work, especially for those who have premium add ons (I have HBO Max and Cinemax through Hulu).

 

[flynnibus]

Why is the sound quality of these earnings call so bad?!?

Crap speakerphone for one thing. Lack of true wide-band audio. PSTN audio quality on the dial-ins too.

 

[BrianLo]

One app to rule them all!! (Hulu integrated into D+).

@Disney Irish - we may now officiate our we were right gloat. Good job!