Disney’s Q3 FY22 Earnings Results Webcast

[CaptainAmerica]

We're back to "This Is Me" -- lotsa pride here!

 

[VJ]

We're back to "This Is Me" -- lotsa pride here!

looks like maybe there was a delay, explaining the loop? maybe it was a 30 minute playlist they set up or something

 

[Disney Analyst]

Crazy.

 

[CaptainAmerica]

Jeeze, Wakanda Forever is going to be pretty incredible isn't it?

 

[MisterPenguin]

Cash on hand went from $16B to $13B... hope they can scrape by on that.

 

[Br0ckford]

Cash on hand went from $16B to $13B... hope they can scrape by on that.

That's front pocket money.

 

[CaptainAmerica]

I love how Alexia Quadrani used to be the most badass of the analysts asking the questions and Disney poached her from J. P. Morgan.

 

[mightynine]

Cash on hand went from $16B to $13B... hope they can scrape by on that.

Chappie: "We'll be asking our magical transportation cast members to pass the Mickey ears amongst their passengers before leaving the stop to help boost this figure."

 

[Kamikaze]

The profit from Parks, Cruises, Merch, Experiences was only $2.2B this quarter.

'Only'

That's equivalent to roughly the yearly GDP of about 40 countries.

 

[Slpy3270]

Cash on hand went from $16B to $13B... hope they can scrape by on that.

They're gonna spend 50% of that on the next NBA deal.

 

[Kamikaze]

They're gonna spend 50% of that on the next NBA deal.

3 full years away.

 

[MisterPenguin]

Subs, last Q, this Q in millions:

Disney+ -- 137 >> 152

Hulu -- 42 >> 42.2
Hulu Live -- 3.7 >> 4

ESPN+ -- 22 >> 28


TOTAL -- 205 >> 221

Oops, typo from the previous post. This is correct.

And Disney has more subs (by a hair) than Netflix.

 

[CaptainAmerica]

"Synergy machine"

SHOT!

 

[CaptainAmerica]

Bob Chapek talking about K-pop. What a time to be alive.

 

[DCBaker]

Yearly price for Premium Disney+ will be $109.99.

 

[MisterPenguin]

"Synergy machine"

SHOT!

<dialing 911 for the inevitable alcohol poisoning>

 

[MisterPenguin]

Bob: We're being picky about what "sport" we invest in. (pre-butting the lack of buying Big 10 and Indian cricket)

 

[MisterPenguin]

More pre-butting not getting the streaming rights for Indian cricket (Disney has linear TV rights there)

 

[VJ]

"Synergy machine"

SHOT!

"with activations across our synergy machine" has to be the most disgusting sentence I've heard out of the mouth of a Disney ceo

 

[mikejs78]

Too bad the fact that Disney has been getting all political has had such a negative impact on their earnings...