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Disney’s Q3 FY21 Earnings Results Webcast
- Thread starter DCBaker
- Start date
CaptainAmerica
Premium Member
"World class yield management systems."
Q: JP Morgan: On parks, doing well... is Delta variant affecting things? What's the longer term profitability given stuff?
A: Bob - Strong demand!! The main deficit are large group/convention cancellations. Attendance is still up. Reservation system will spread demand. (Be prepared to be spread, folks!!)
A: Christine - per caps are exceptionally strong. Previous Q, up double digits, and now, even more so.
A: Bob - Strong demand!! The main deficit are large group/convention cancellations. Attendance is still up. Reservation system will spread demand. (Be prepared to be spread, folks!!)
A: Christine - per caps are exceptionally strong. Previous Q, up double digits, and now, even more so.
CaptainAmerica
Premium Member
Oh god oh no.
He just described Genie as "My Magic Plus on steroids."
He literally used those words. I hate this so much.
Does anyone want to buy my DVC contract?
He just described Genie as "My Magic Plus on steroids."
He literally used those words. I hate this so much.
Does anyone want to buy my DVC contract?
Question with Genie - How substantial of an improvement or evolution in the guest experience?
Bob - My Magic Plus was sticking our toe in the pond of this type of transformational work. Disney Genie is the program on steroids. This is going to revolutionize the experience. Guests are going to spend less time waiting and more time having fun in the parks with a dramatically-improved guest experience that's going to make their navigation of their day and planning of their day much easier. Essentially it is going to take the consumer preferences that we note from our consumers, given what we note from them and blend that with basically industrial engineering data in terms of how the park is operating that day and meld them together to make suggestions on the fly that not only will lead to the improved guest experience and lead to substantial commercial opportunities for us as the guest navigates their days.
Bob - My Magic Plus was sticking our toe in the pond of this type of transformational work. Disney Genie is the program on steroids. This is going to revolutionize the experience. Guests are going to spend less time waiting and more time having fun in the parks with a dramatically-improved guest experience that's going to make their navigation of their day and planning of their day much easier. Essentially it is going to take the consumer preferences that we note from our consumers, given what we note from them and blend that with basically industrial engineering data in terms of how the park is operating that day and meld them together to make suggestions on the fly that not only will lead to the improved guest experience and lead to substantial commercial opportunities for us as the guest navigates their days.
Q: Morgan Stanly: Hula ad growth? International growth? Disney Genie... how substantial is the expected improvement over MDE?
A: Bob: "transformational" MDE was just a dip of a toe, Genie is revolutionary!!!!!!!!!!!!! Dramatically improved!!!!!!! Industrial engineer data + consumer patterns = Profit!!
A: Christine: Strong ad growth Q after Q. Driven by higher impressions and rates. Hulu live uses dynamic ad insertion, which brings in higher rates.
A: Bob: "transformational" MDE was just a dip of a toe, Genie is revolutionary!!!!!!!!!!!!! Dramatically improved!!!!!!! Industrial engineer data + consumer patterns = Profit!!
A: Christine: Strong ad growth Q after Q. Driven by higher impressions and rates. Hulu live uses dynamic ad insertion, which brings in higher rates.
mightynine
Well-Known Member
FantasiaMickey2000
Well-Known Member
When I heard this, my alarm bells started blaring.
Sirwalterraleigh
Premium Member
…you shouldn’t have bought it. I told you
…but I don’t think this is coming to Aulani until at least 2023
el_super
Well-Known Member
Notes from Neverland
Well-Known Member
"and lead to substantial commercial opportunities for us as the guest navigates their days."
Hold on to your butts.
CaptainAmerica
Premium Member
Genie might genuinely be a dealbreaker. I might be done with Walt Disney World.
CaptainAmerica
Premium Member
That's really what I should do... Sell Saratoga and buy Aulani.…you shouldn’t have bought it. I told you
…but I don’t think this is coming to Aulani until at least 2023
Sirwalterraleigh
Premium Member
Well there you go…
he’s not clever or subtle. He just TOLD you what it is:
the same crappy app/reservation systems they had before for fees.
as always…i hope to the depths of hell I’m wrong
Sirwalterraleigh
Premium Member
That wouldn’t change much…the point of the whole thing is that doesn’t matter. When it was good
CaptainAmerica
Premium Member
Best case scenario for guests might be "they're so cripplingly incompetent that they can't make the tech work."
Q: Credit Suisse: Is overhead of parks at their right level. {I think he needs to know such details for his Planet Coaster park} Streaming health?
A: Bob: D+ is strong. Churn is way down. Even when we increased sub fee.
We're pretty much done with fixed costs, the rest is variable which will lead to a higher yield.
A: Christine: expect fully staffed by the end of 2021. Increase capacity in a measured fashion.
A: Bob: D+ is strong. Churn is way down. Even when we increased sub fee.
We're pretty much done with fixed costs, the rest is variable which will lead to a higher yield.
A: Christine: expect fully staffed by the end of 2021. Increase capacity in a measured fashion.