Animal Kingdom to be rethemed to the Forbidden Forest confirmed.Maybe they will buy Comcast next.
Then we can own Orlando and build monorails EVERYWHERE
The Epcot dream coming true
In other words, they're revising their guidance from 230-260 to 215-245.Christine on 2024 Disney+ targets -
"Excluding the impact of any significant future macro headwinds, our core Disney+ subscriber target range is 135 million to 165 million by the end of fiscal 2024. Largely consistent with previously-provided guidance that non-hot star, Disney+ subscribers in 2024 would proximate 60 to 70% of the expected 230 to 260 million total subscriber base. We are, however, updating subscriber guidance for Disney+ Hot Star to up to 80 million subscribers by the end of fiscal 2024."
"As we sit here today, we remain confident that Disney + will achieve profitability in fiscal 2024."
Q: Doug, Credit Suisse -- what's with park trends re: demand
A: Christine: Props to Josh and team. They ramped up. Positioned for growth. Levers of demand:
-we limited APs, and they come with blackout date, which we can lift as needed
-we have not seen demand abate, in fact it's growing
Register on WDWMAGIC. This sidebar will go away, and you'll see fewer ads.