CaptainAmerica
Premium Member
That's a kick in the shorts.
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Disney’s Q2 FY23 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Bob indicating they'll be using TV channels more for content... not everything going to D+ first and exclusively.
CaptainAmerica
Premium Member
Focus on rationalizing costs in low-ARPU markets.
Might be bad news if you're a Disney fan in Asia.
Might be bad news if you're a Disney fan in Asia.
Slpy3270
Well-Known Member
Makes sense. TV channels make money. Gotta get those ad dollars up.
The minimum level audio gating on his mic keeps cutting off half a syllable at the beginning of every sentence.
Disney Analyst
Well-Known Member
Did that feel like a warning to Florida?
Similar to what was said at the stockholder call (or was it last Q call).
CaptainAmerica
Premium Member
"Closely evaluating" growth opportunities in the parks.
Veiled threat at DeSantis.
Veiled threat at DeSantis.
CaptainAmerica
Premium Member
doctornick
Well-Known Member
Well, that answers the "selling Hulu" questions, right? Unless that means they are selling Hulu but rolling in other content (Fox) into D+ under say the Star brand.
I'm curious if this means ESPN+ into D+ as well. That would be a big shift for Disney and more similar to other providers like Paramount+ and Peacock that have sports content on their regular streaming.
networkpro
Well-Known Member
- In the Parks
- Yes
Have to do something as ad revenue at the free to access ABC is down.
Sirwalterraleigh
Premium Member
They slashed production…so will declining subs make them happy?
Disney Analyst
Well-Known Member
Good luck WDW fans. Disneyland about to get all the stuff once Disneyland Forward approval is granted.
Sirwalterraleigh
Premium Member
Yep…think the “Disney plus isn’t gonna do what Bob said…ever” lead is being buried here
doctornick
Well-Known Member
That's no surprise of course (no way to get to profitability by 2024 as they promised without it) but I am wondering if they will be doing the integrating Hulu/ESPN+ at the same time to "justify" the cost increase and how that would compare to the existing bundle price.
networkpro
Well-Known Member
- In the Parks
- Yes
They just took care of that with the annoucement of withdrawing content and reduction in the production of new content.
CaptainAmerica
Premium Member
$150 million in severance so far, $180 million to go.
Layoffs are half over.
Layoffs are half over.
Sirwalterraleigh
Premium Member
There’s no “secret weapon” with the bundle
d+ is by far the most intriguing service to have out of the 3 as it stands
Sirwalterraleigh
Premium Member
I could swore someone just cherry-picked that as being a GOOD thing?
TheMaxRebo
Well-Known Member
definitely seems a change in strategy - producing less content and integrating Hulu, etc, and raising prices
which, honestly, probably makes sense ... never going to have the broadest of appeal but a high % of fans are loyal, like the content, and are willing to pay more (I include myself in that)