Disney’s Q2 FY24 Earnings Results Webcast

BrianLo

BrianLo

Well-Known Member
CastAStone said:
Which is not happening in the cruise industry, and I can’t get past that fact.
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I personally think that’s why there is slow down. There was no ‘up’, merely less operators and moderate interest cramming into what was open. Now that the rest of the travel industry is back (including international) it’s apparent the pool actually shrunk.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Q: Advertising direct to consumer... what's up with that.

When will password sharing hammer drop?

ESPN+ lost subs... why?

NBA contract... that will cost more, no? Profitability?


A: Hugh... advertising market is healthy. Live and sports doing well. We believe we have premium offerings that bring in more bucks. The headwind is more competitors. Demand is high, tho.

Bob: password banning will start next month internationally in September.

We're putting into practice all the good stuff Netflix is doing.

WRT NBA... no comment.


Hugh again: ESPN+ down due to seasonality.
 
D

DCBaker

Premium Member
Original Poster
lentesta said:
It sounds like it's cruise ships and the new island, from other folks I'm texting during the call.
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Here's what Hugh said for Experiences:

The third quarter's results will be impacted by three additional factors. Higher wage expenses, preopening expenses related to the Disney treasure and adventure cruise ships, as well as Disney cruise line's new island lookout cay.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Q: Sports... which one is important, and what global ones?

What's the profitability of Disney studios?


A: Bob: we like what we got in the U.S. and in Latin America (which came from Fox). But we're not investing this time significantly internationally.

Hugh: Studio profitability is cyclical, but we're optimistic.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Q: What's with your capex plan?

What's up with new CEO planning?


A: Hugh... parks are very profitability and GSATs are good, which mean, it makes sense to invest in it. Esp. cruises. We expect excellent returns on those capex.

Bob: Succession: Board is heavily engaged. Planning committee is meeting regularly.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Q: Disney+ ... how do you boost subs?

ESPN+ what's the plan?


A: Hugh... good programming (Shogun, The Bear, eg.). Recommendation engines (A.I.!). Bundling. Sports bundling. We're focused on driving engagement.

Bob... ESPN+ will still stand on it's own. Or, the JV. Or ESPN+ as bundled into D+
 
monothingie

monothingie

Evil will always triumph, because good is dumb.
lentesta said:
Bob has mentioned "recommendation engines" twice now for streaming. So that's a thing.
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A recommendation engine is a type of data filtering tool using machine learning algorithms to recommend the most relevant items to a particular user or customer. It operates on the principle of finding patterns in consumer behavior data, which can be collected implicitly or explicitly.
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MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Q: Studios: investing in established IP v. new?


A: Bob: We're "leaning" on sequels for now, with competition and headwinds [probably referring to lower theatrical attendance]. But we'll still use some new IPs.

We still are looking at 20C for investing in their IPs.
 

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