-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
Disney’s Q2 (Jan/Feb/Mar) FY 2021 Earnings Results Webcast on Thursday, May 13, 4:30ET.
- Thread starter MisterPenguin
- Start date
CaptainAmerica
Premium Member
He alluded to masks masks in summer and maybe not needing them.
el_super
Well-Known Member
No. He said that the CDC recommendation is good news.
AmishGuy91
Well-Known Member
Saying it's very big news for those in Florida in the summer sounds pretty committal to me
His words -
"In terms of the parks, and when we're going to sort of be able to raise our capacity limits, we've actually already started that, given the guidance that just came today, from the CDC, and earlier guidance that we got from the governor of Florida, we've already started to increase our capacities, those obviously today's guidance that we got from the CDC in terms of those that were vaccinated do not necessarily need to wear masks anymore, both outdoors and indoors. Is very big news for us, particularly if anybody's been in Florida in the middle of the summer with a mask on. That could be quite daunting. So we think that's going to make for an even more pleasant experience and we believe that as we're now bringing back a lot of people back to work, that it's going to be an even bigger catalyst for growth in attendance, and we've been quite pleased to date."
"In terms of the parks, and when we're going to sort of be able to raise our capacity limits, we've actually already started that, given the guidance that just came today, from the CDC, and earlier guidance that we got from the governor of Florida, we've already started to increase our capacities, those obviously today's guidance that we got from the CDC in terms of those that were vaccinated do not necessarily need to wear masks anymore, both outdoors and indoors. Is very big news for us, particularly if anybody's been in Florida in the middle of the summer with a mask on. That could be quite daunting. So we think that's going to make for an even more pleasant experience and we believe that as we're now bringing back a lot of people back to work, that it's going to be an even bigger catalyst for growth in attendance, and we've been quite pleased to date."
Q: DTC, how are you penetrating "mature markets." You're doing well, will you change guidance?
A: Bob: We've exceeding expectations in all markets. Marvel is especially strong attractor. We expect all the new Star Wars coming will do the same. Increases ""engagement""!!
Christine: Minutiae of Hulu content productions and finances. Addressable advertising of Hulu is especially strong.
Not changing guidance except for more subs mentioned last time.
A: Bob: We've exceeding expectations in all markets. Marvel is especially strong attractor. We expect all the new Star Wars coming will do the same. Increases ""engagement""!!
Christine: Minutiae of Hulu content productions and finances. Addressable advertising of Hulu is especially strong.
Not changing guidance except for more subs mentioned last time.
He said he thinks that will make a more pleasant experience. It sounds to me they are expecting to do that this summer.
ToTBellHop
Well-Known Member
I think he was absolutely suggesting no outdoor masks, as expected.
CastAStone
5th gate? Just build a new resort Bob.
I think what I heard was masks will go, timing is TBD, capacity is increasing now
Slpy3270
Well-Known Member
I think it's over that trademark dispute with Starz.
el_super
Well-Known Member
Chapek - "So in terms of the parks demand domestically, our intent to visit at Walt Disney world is growing and is actually already flat with 19 which is obviously our last pre-COVID year. So that's really good news for us. And since we've opened up Disneyland Resort, intent to visit is actually growing as well. So we're thrilled with the guest response to that. So, as capacity limits increased we don't think we're going to have any problem at all sort of increasing our attendance to match that capacity. That is not something that keeps any of us up at night. "
disneygeek90
Well-Known Member
Raising capacity yet all we have as far as more attraction offerings is a reopened FOTLK lite.
They really need to get the shows back up asap if they're already increasing capacity.
They really need to get the shows back up asap if they're already increasing capacity.
He heavily implied it, which is what my point was.
FantasiaMickey2000
Well-Known Member
Well folks, I don’t know about you guys, but hearing Bob’s response on today’s CDC announcement was more than I expected. Was basically an implied endorsement of removing masks outdoors at a minimum. Wonderful news for those of us who have been waiting for that prior to our return.
"So we've sort of got the perfect positive storm, if you will, where we've got plenty of demand, we've got really great yield management gains, and the cost management at the same time. In terms of labor, we had about 80% of our cast members return that we've asked to return. And obviously one of the gating factors is to continue to get more and more cast members back, it thrills us to be able to do that. We've had no problems whatsoever in terms of trying to get our cast to come back and make some magic for our guests."
Q: Parks look full already. You'll increase it??/!!!???!!?/! Cost changes in parks... Labor market issues... India's problematic now, no, like you already mentioned?....
A:Bob: Bob talks about income which was not the question. Bob feels increasing attendance will be fine. Still fiddling with ""yields"". Lots of stuff becoming automated requiring less labor. Got back 80% of CMs.
Christine: DTC expectations to go down in India due to COVID.
A:Bob: Bob talks about income which was not the question. Bob feels increasing attendance will be fine. Still fiddling with ""yields"". Lots of stuff becoming automated requiring less labor. Got back 80% of CMs.
Christine: DTC expectations to go down in India due to COVID.