Disney’s Q3 FY21 Earnings Results Webcast

[ImperfectPixie]

So...there is unprecedented demand for WDW, and crowding is becoming a problem.

Chapek's solution? Price out a very large segment of repeat guests. Make the parks "pay-to-play".

What could possibly go wrong?

 

[UNCgolf]

So you're suggesting that Disney will eventually fail because Amazon could create their own automated Sportscenter?

SportsCenter is a gigantic cultural touchstone that draws millions and millions of viewers.

Wait, it's still 1995, right?

 

[MisterPenguin]

SportsCenter is a gigantic cultural touchstone that draws millions and millions of viewers.

Wait, it's still 1995, right?

 

[UNCgolf]

That's great, but it's the Monday Night Football theme!

 

[MisterPenguin]

That's great, but it's the Monday Night Football theme!

Oh.

That's very different.

Nevermind.

 

[UNCgolf]

Oh.

That's very different.

Nevermind.

SportsCenter was basically made irrelevant by the Internet -- people no longer need to watch a show at a specific time to see highlights and scores; they can look it up whenever. ESPN is still doing very well for Disney, but it's due to broadcasting live sports.

Anyway, I was agreeing with his point that suggesting Amazon was going to crush Disney by making their own Sportscenter was ludicrous.

 

[Figments Friend]

Referring to Guests / consumers as things that need to have their potential yields managed ...and heavily exploited .....

Yeah.

Doesn't give you a nice magical feeling.
Feelings of contempt, perhaps?

Call it a cynical view, but being labeled that should douse the feverant twinkle in even the brightest Pixiedusters enthusiasim for what is coming very soon.
Look out....

-

 

[peter11435]

Referring to Guests / consumers as things that need to have their potential yields managed ...and heavily exploited .....

Yeah.

Doesn't give you a nice magical feeling.
Feelings of contempt, perhaps?

Call it a cynical view, but being labeled that should douse the feverant twinkle in even the brightest Pixiedusters enthusiasim for what is coming very soon.
Look out....

-

These earning calls are not directed at or tailored to guests, consumers, customers, or fans. The information contained and verbiage chosen is directed at investors.

 

[skypilot2922]

SportsCenter was basically made irrelevant by the Internet -- people no longer need to watch a show at a specific time to see highlights and scores; they can look it up whenever. ESPN is still doing very well for Disney, but it's due to broadcasting live sports.

Anyway, I was agreeing with his point that suggesting Amazon was going to crush Disney by making their own Sportscenter was ludicrous.

The FAANG's (Facebook, Amazon, Apple, Netflix, Google) don't have to crush Disney all they need to do is make Disney's cash cow programming irrelevant. Everything that SportsCenter does can be reduced to an app and largely automated, They only thing they cant do is the talking heads arguing with each other.

Think classified ads in the age of Craigslist, Classifieds were the high profit cash cow of local newspapers till craigslist made them irrelevant

 

[Jrb1979]

For all the dissing of ESPN they do ha ve the NHL back. That's pretty big though most Americans will dismiss that. Who wants to watch guys skate in ice.

 

[skypilot2922]

These earning calls are not directed at or tailored to guests, consumers, customers, or fans. The information contained and verbiage chosen is directed at investors.

But where does the money to funnel to investors come from, Thats right guests, consumers customers and fans

 

[skypilot2922]

For all the dissing of ESPN they do ha ve the NHL back. That's pretty big though most Americans will dismiss that. Who wants to watch guys skate in ice.

Every Canadian ever born. Heck Canada put ice pond hockey on the 5 dollar bill.

 

[peter11435]

But where does the money to funnel to investors come from, Thats right guests, consumers customers and fans

Obviously. But that’s irrelevant. This isn’t marketing. This is a business meeting available to the public.

 

[skypilot2922]

Obviously. But that’s irrelevant. This isn’t marketing. This is a business meeting available to the public.

In a way it is marketing its marketing to the investment community

 

[Figments Friend]

These earning calls are not directed at or tailored to guests, consumers, customers, or fans. The information contained and verbiage chosen is directed at investors.

A valid point, yes.
But still a bit unsettling.

-

 

[UNCgolf]

These earning calls are not directed at or tailored to guests, consumers, customers, or fans. The information contained and verbiage chosen is directed at investors.

It's strange how many people don't understand this.

 

[ImperfectPixie]

A valid point, yes.
But still a bit unsettling.

-

Let's you know what they REALLY think of you.

 

[Figments Friend]

Let's you know what they REALLY think of you.

Indeed.

A decimal point In a spreadsheet.

How magical!



-

 

[No Name]

Not thrilled to hear their disastrous fast pass replacement plan seems to be coming soon. They should at least give it time to correct their mistakes in Paris or just realize it’s a bad idea that burns out customers.

Disney Streaming is growing much faster than Netflix. Disney+ 116 million subscribers, ESPN+ 14.9 million. HULU alone 39.1, HULU with live TV 3.7 million. Total 173.7 million between the 3 services. So when will they pass Netflix?

I don’t think it’s fair to add them all up because you’re double-counting a lot of customers and triple-counting those with the bundle. But I do think they’ll pass Netflix in the foreseeable future which was definitely not what people thought two years ago.

 

[Sirwalterraleigh]

These earning calls are not directed at or tailored to guests, consumers, customers, or fans. The information contained and verbiage chosen is directed at investors.

Granted. But still more truthful than anything ever shown to a “guest”. The fact most don’t bother to listen and process doesn’t really matter/alter reality.

For all the dissing of ESPN they do ha ve the NHL back. That's pretty big though most Americans will dismiss that. Who wants to watch guys skate in ice.

During the lockout…the ratings went UP for ESPN when they showed World Series of poker every night. Mericans don’t watch hockey and ESPN’s coverage was awful. Don’t think second time around the prom date is gonna look more pretty.

and now…this:

Disney really needs the coronavirus to go away

Disney shares are up more than 5% in premarket trading after the entertainment giant added more steaming video subscribers than Wall Street expected and reported a strong recovery for its theme park business.

www.cnn.com