Disney’s Q2 FY24 Earnings Results Webcast

[HauntedPirate]

I'd like to know what source of the footnote is where they claim ABC is the "#1 broadcast entertainment network".

U.S. Television Show Ratings Ranking

ustvdb.com

 

[Trauma]

Bob is always “confident” in his ability to sell damage control

It’s hard to spin weakness in your most important division.

The investments are coming, but at the speed Disney builds, its doing to be an interesting 5 years.

 

[HauntedPirate]

"Bob, there is a whole lot of nothing on this release calendar with regards to your flagship theme parks in Florida. Yet you say you're going to "TURBOCHARGE!!!" (*pauses to take a shot*) investment in your parks. Are you going to build anything in the next 5 years to counter Universal's expansion in Orlando?"

"We've been aware of Universal's plans for a new park for more than a decade. And we have a sophisticated approach to analyzing the needs of all of our businesses and strategically deploying capital."

"Bob, tell us about the plans for the $17 billion in spending planned for Orlando"

"We've been aware of Universal's plans for a new park for more than a decade. And we have a sophisticated approach to analyzing the needs of all of our businesses and strategically deploying capital."

"Bob, there are a lot of cruise lines that have upped their game, what is Disney going to do to remain at the top?"

"We've been aware of Universal's plans for a new park for more than a decade. And we have a sophisticated approach to analyzing the needs of all of our businesses and strategically deploying capital."

"Bob... ummm... I was asking about the cruise line, not Universal or WDW"

"We've been aware of Universal's plans for a new park for more than a decade. And we have a sophisticated approach to analyzing the needs of all of our businesses and strategically deploying capital."

*Bzzzzzttttt!!! POP!"

"No more questions, we seem to be having some technical difficulties with the video feed from Anaheim"

 

[MisterPenguin]

10% now.

I was reliably informed that a scheduled pre-market earnings call was a sign of confidence?

It was. But not to Wall Street.

Can't say any more. They're watching.

 

[HauntedPirate]

I, for one, am calling for the abolishment of early morning earnings calls. I simply canooit driiknk thiies manny shosts soso eeraly in teh eday...

 

[HauntedPirate]

This is the worrying thing for me. If I'm reading this correctly, the domestic Experiences increases come down to "inflation" and "we charged more for what we already have." Is that right?

I meant to respond earlier. That's exactly what I got out of the comments. Most revenue growth in the US parks came on the back of higher ticket prices. As has been stated innumerable times in these forums - That is not a sustainable strategy.

 

[denyuntilcaught]

View attachment 783755

...and what, pray tell, will the Company do with the profits from that bountiful six viewers?

Don't sleep on women's sports. Streamers are now increasingly turning their attention to NCAA and Women's soccer as growth engines and there's high value there that really hasn't ever been captured before domestically.

 

[MisterPenguin]

I'd like to know what source of the footnote is where they claim ABC is the "#1 broadcast entertainment network".

U.S. Television Show Ratings Ranking

ustvdb.com

It was last year. Don't know about now...

ABC Declares Victory In Entertainment Among 18-49 Demo For 2022-23 Broadcast Season, Touts Performance Of Unscripted Programming

ABC is declaring victory among the broadcast networks in the 18-49 entertainment demographic for the 2022-23 TV season

deadline.com

 

[Sirwalterraleigh]

It’s hard to spin weakness in your most important division.

The investments are coming, but at the speed Disney builds, its doing to be an interesting 5 years.

You mean the one responsible for SEVENTY PERCENT of their revenues?

It was. But not to Wall Street.

Can't say any more. They're watching.

“I’ll have what he’s having, bartender…”

 

[HauntedPirate]

It was last year. Don't know about now...

ABC Declares Victory In Entertainment Among 18-49 Demo For 2022-23 Broadcast Season, Touts Performance Of Unscripted Programming

ABC is declaring victory among the broadcast networks in the 18-49 entertainment demographic for the 2022-23 TV season

deadline.com

I'm still not sure how they declare themselves #1:

 

[Sirwalterraleigh]

I'm still not sure how they declare themselves #1:

View attachment 783795

It’s like a participation award

“We’re all winners just being here”

 

[MisterPenguin]

I'm still not sure how they declare themselves #1:

View attachment 783795

The code words that modify best mean "in primetime, excluding sports, in the most consumeristic age-range."

 

[HauntedPirate]

The code words that modify best mean "in primetime, excluding sports, in the most consumeristic age-range."

Ah, I gotcha. Whoever made the claim is making things fit the message. I should have known.

 

[Slpy3270]

The biggest challenge facing Disney and everyone else is getting that red bar down in a declining environment for linear and theatrical. Not clear how anyone can do that without ruining said industries.

 

[HauntedPirate]

Price hikes and cost cutting. The cornerstones of any healthy business segment.

 

[TalkingHead]

Thought Wall Street loved positive streaming news. Why’s the stock down 10%?

 

[wbostic12]

I would myself like a question of how it is possible to turbocharge activations across the synergy machine.

 

[MisterPenguin]

Thought Wall Street loved positive streaming news. Why’s the stock down 10%?

It's not doing as well as Netflix. Sell.

 

[MisterPenguin]

The biggest challenge facing Disney and everyone else is getting that red bar down in a declining environment for linear and theatrical. Not clear how anyone can do that without ruining said industries.

Linear is on an inevitable decline. It will always be bringing in less profit quarter over quarter. The important thing is to shrink expenses accordingly so that it is, at least, not in the red.

Theatrical: Disney's cleared the slate for only movies that are likely to be very popular by leaning into established IPs. Hopefully, they're finding ways to make them less expensively.

 

[TalkingHead]

It's not doing as well as Netflix. Sell.

The trades were reporting that Disney is still on track with their DTC predictions. You can’t mean that investors are actually realizing how much ground Disney stands to lose in the near future. It’d be sad if the annual “less Marvel, better Marvel” bromide finally stopped working.