ToTBellHop
Well-Known Member
You don’t talk about how unpleasant masks are in the summer if you aren’t planning to help with that. You would just say “we are evaluating the new CDC guidance.” He’s shrewder than people think.
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Disney’s Q2 (Jan/Feb/Mar) FY 2021 Earnings Results Webcast on Thursday, May 13, 4:30ET.
- Thread starter MisterPenguin
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el_super
Well-Known Member
All he did was draw a conclusion between how wearing a mask isn't great in the Florida heat, and that the CDC changed their expectations. If he wanted to say that they would be eliminating the mask mandate in the summer, he would have said "we are looking at removing the mask mandate by this summer."
They could lift the mask mandate this summer, but what Chapek said was, as others have said, pretty non-committal.
jmp85
Well-Known Member
We're headed down 5/15 through 5/21, so I would anticipate masks being dropped on 5/22.
ToTBellHop
Well-Known Member
If you want to be noncommittal, you say nothing. You certainly don’t admit the current experience is not completely Magical.
el_super
Well-Known Member
He's just adding color to the call. Being in Florida in the summer isn't pleasant under any circumstances.
Q: How can you squeeze more money out of park goers? Simulcast sports?
Bob: COVID allows us to rethink and rejigger pricing. Annual Pass --> Loyalty Program. And we've already squeezed more out of the suckas!!
Simulcast.... we're thinking about it and explored it and some plans coming.
Bob: COVID allows us to rethink and rejigger pricing. Annual Pass --> Loyalty Program. And we've already squeezed more out of the suckas!!
Simulcast.... we're thinking about it and explored it and some plans coming.
Crossfire
Active Member
Hmm, they already launched the Star channels in LatAm, I would think they would've sorted this kind of things out already.
ToTBellHop
Well-Known Member
That’s not CEO-speak. You never suggest you are providing an imperfect experience unless you are fixing it. He ignored the question about the parks feeling full because they have no intention of lowering crowds.
Q: Feels like you're behind on sports streaming. Any plans to catch up? Lemme give you inside cricket... stuff can change in India, will that obviously change you?
A:Bob: We're keeping options open. When the time comes to move more fully into DTC Sports, we'll do it.
A:Bob: We're keeping options open. When the time comes to move more fully into DTC Sports, we'll do it.
Agreed. And it's an investor call -- Extra obligation to be careful with how your speak. You can get into serious trouble for anything that might mislead investors, so everyone on the call knows to be very very measured.
It sounded like he knows that masks, at least outdoors, will be gone by summer. Which isn't exactly a giant leap, given everything coming from every Governor, the CDC and even Fauci.
Q: Sports... will you add in more rights, or are you full? Sports gambling?
A: Bob: we have a full plate. Not much more left. We started to do a little with sports gambling, and we'd like to do more.
We plan to ask park guests to Drink Around the World, then head to ESPN bar and bet their houses!! [I may have dreamt that.]
A: Bob: we have a full plate. Not much more left. We started to do a little with sports gambling, and we'd like to do more.
We plan to ask park guests to Drink Around the World, then head to ESPN bar and bet their houses!! [I may have dreamt that.]
ToTBellHop
Well-Known Member
Absolutely. Even here in CT, our outdoor mask mandates ended 2 weeks ago. It’s not a risky move for Disney. It will be expected.
el_super
Well-Known Member
No I get it, you are just extrapolating "masks are going away" from the CEO suggesting he doesn't like wearing a mask in Florida. They are going away, eventually, but Chapek has nothing to say regarding definite plans to do so.
ToTBellHop
Well-Known Member
They are definitely planning to remove outdoor mask usage at WDW this summer.
Q: When do films to to theaters, or Premium Access?
A:Bob: We still like theatrical window. But D+ has also been very successful (merch for Mandalorian called out as something I heard Bob smile through as he said it). We're still waiting for theaters to come back full. We view hybrid release as good for us, theaters, and customers. Don't know what we may do after theaters fully open with regard to D+, hybrid, or theater.
A:Bob: We still like theatrical window. But D+ has also been very successful (merch for Mandalorian called out as something I heard Bob smile through as he said it). We're still waiting for theaters to come back full. We view hybrid release as good for us, theaters, and customers. Don't know what we may do after theaters fully open with regard to D+, hybrid, or theater.
Off to a meeting... bye.
el_super
Well-Known Member
MAYBE. But based solely on what he said, you are jumping to a big conclusion.
He said a lot about Cricket too, but no one is expecting a new Cricket attraction at WDW.