Disney’s Q2 FY23 Earnings Results Webcast

[CaptainAmerica]

"Promise in technology" My company thanks you for all of the IT folks we have hired from Disney.

 

[networkpro]

"Shanghai" by Phil is a big problem for Disney. Repatriation of any profits will be problematic as the factory base in China is in a tailspin so what can they get in lieu of product ? The yuan ?

 

[TheMaxRebo]

Also: Backing down out of low income places (India)

so much for Bob wanting to make Disney more accessible to people

 

[DCBaker]

Bob - if the goal is leveling the playing field in the uniform application of the law or government oversight of special districts needs to occur or be applied to all special districts.

 

[MisterPenguin]

Q: What's up with Shanghai?

What's up with your FL fight?

A: Christine: -- things bouncing back. Doing well with attendance and per-cap. New rides/land expected to tweak crowds.

A: Bob: -- WRT FL... our suit makes it clear: this was all about retaliation for free speech. And accusations of special deals...
We're one of 2000 special districts, and we bring so much income and gain to FL. So "the goal of even playing field" is false. And it's false we get "tax breaks". It's just retaliation.

 

[CaptainAmerica]

"Shanghai" by Phil is a big problem for Disney. Repatriation of any profits will be problematic as the factory base in China is in a tailspin so what can they get in lieu of product ? The yuan ?

DAE "Iger fumbles China"?

WDWMagic OGs know what I'm talking about.

 

[flynnibus]

ok, so the most passionate response from Iger on the DeSantis issue yet.

No question where he falls on the argument anymore Paraphrase.. do you want our business or not?

 

[Disney Analyst]

That was a FIRE answer. You go Bob.

 

[MisterPenguin]

Bob: Does the state want our investment money?

!!

 

[CaptainAmerica]

Bob is FIRED UP.

He just mic dropped on DeSantis.

 

[hopemax]

I’m not sure I’ve heard Bob be so energized and audibly cheesed off about something as he is in answering the RCID question.

 

[DCBaker]

Bob - Does the state want us to invest more, employ more people and pay more taxes or not?

 

[TheMaxRebo]

Bob - if the goal is leveling the playing field in the uniform application of the law or government oversight of special districts needs to occur or be applied to all special districts.

"There was no concerted effort to do anything to dismantle what was once called Reedy Creek until we spoke out in the legislation. So, this is plainly a matter of retaliation while the rest of the Florida special districts continue operating basically as they were."

 

[BrianLo]

Bob

 

[Dranth]

ok, so the most passionate response from Iger on the DeSantis issue yet.

No question where he falls on the argument anymore Paraphrase.. do you want our business or not?

Yep, pretty clear he is tying future spending in FL to how this goes.

 

[CaptainAmerica]

Bob is indirectly blaming Bob for not marketing Strange World because he blew his advertising wad on Disney+.

 

[networkpro]

Was that a lie detector going off ?

 

[GhostHost1000]

This can't be right, I was told they would be going broke.

Depends on which division of Disney you’re referring to. Some are bleeding more than others

 

[MisterPenguin]

B: What's up with streaming?

A: Bob: When we launched 3.5 years ago. And now growing it, we realize some content wasn't helping with the growth. So, we're going to cut down on the flood of content and stick with higher quality content.

All that content had so much extra cost in advertising. So, we're focusing only on programming that produces and maintains subs.


A: Christine: In the $3B savings, so far 30% of that was in sports rights.

 

[BrianLo]

no, no it did not


View attachment 715560

The drop around 4:50PM or so was when she made the comment. My commentary was not live. The big drop was from the subscriber number reveal and the second one during Christina's forecasting