GhostHost1000
Premium Member
You’re welcome lol
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Disney’s Q3 FY23 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Ha! Somehow we ended up going for the 50th and 100th! One was a make-up Covid trip and the other was re-do of the make-up Covid trip which was not great.
GhostHost1000
Premium Member
So you spent 2 billion?Ha! Somehow we ended up going for the 50th and 100th! One was a make-up Covid trip and the other was re-do of the make-up Covid trip which was not great.
Slpy3270
Well-Known Member
As for why the stock is up despite the meh earnings a) they announced a dividend resumption, b) they're actually expecting less content spend this year than usual because of the delays, c) password-sharing crackdown, d) price increases.
Which is what investors have been wanting the whole time.
Which is what investors have been wanting the whole time.
SamusAranX
Well-Known Member
It’s not bad but it’s not great. I don’t think Disney is either too big to fail or in the worst straits but they definitely need course corrections; and a new CEO
Sirwalterraleigh
Premium Member
When everyone’s done painting all this in an overly positive light…let me know so I can cut through the fog? 
GhostHost1000
Premium Member
…I’m out of popcorn now. let me fix some more and you’re up!When everyone’s done painting all this in an overly positive light…let me know so I can cut through the fog?
neo999955
Well-Known Member
- In the Parks
- No
Interesting. I have Disney+ and Hulu, both no ads, through Hulu at $18 a month right now. $2+ per month isn't awful, but isn't ideal either. With all the streaming platforms increasing like this in price, I think I need to finally jump on the subscribe to each a few months of the year to catch up and then unsubscribe the rest of the year.
I hope they make up some revenue by spending less on terrible-quality media.
Sirwalterraleigh
Premium Member
Remember that free spending has largely continued from the government juice period since 2020
Don’t fool yourself…any decline is bad
There’s no valid reasons for:
1. Attendance loses
2. Box office loses
3. Subscriber losses
…but go ahead and try, Swiss Guard
As your pontiff rots on the throne
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Ayla
Well-Known Member
I know this is pages ago, but from what I've seen, it is pushing people totally away. The people I've seen comment on the price increase aren't switching to ad-supported; they're completely cancelling D+.
Sirwalterraleigh
Premium Member
Which is exactly why people hated cable
Well two things will cause massive sub loss:
1. Higher prices
2. Ad tiers
…bet me now. And add some zeros on it
TheMaxRebo
Well-Known Member
I am sure some will for sure and some will just pay the high price
Definitely seeing more and more chatter about having to pick and choose which they get - personally we have talked more of getting rid of Netflix if anything
Sirwalterraleigh
Premium Member
…the road to recovery begins with a new ceo and boardWell, that's not as bad as I thought it would be. Maybe not perfect, but I think Disney will do fine.
Ayla
Well-Known Member
I'm not a betting kind of girl.Which is exactly why people hated cable
Well two things will cause massive sub loss:
1. Higher prices
2. Ad tiers
…bet me now. And add some zeros on it
GhostHost1000
Premium Member
don’t forget a new popcorn bucket and AP magnet.…the road to recovery begins with a new ceo and board
People who just go ahead and pay the increase don't go around and share that info. So, you're not hearing from them letting you and us all know all the price hikes on all the subscriptions they have that they just go along with.
People who quit tend to let it be known because they're angry.
Anyhoos... for two quarters straight, Iger mentioned that the price increase had no significant affect on churn. Despite anecdotes.
Sirwalterraleigh
Premium Member
Can I pick that up before the premium after hours event for only 25,,000…wait…16,000…wait….12,000…
…damn!!! It’s sold out now
Valid losses at the box office is all on Iger... Disney stopped creating movies and driving the market, instead Iger took them on the "buy creation aka buy your competition" path, the bought Pixar, Marvel, lucas etc... and proxy their creativity to them.
Just look at the upcoming "Snow white and the village people" that's been officially announced as a box office flop in waiting.
Iger (1st go around) said "mirror mirror on the wall, who makes the fairest cartoon of all? OK then buy them"
Sirwalterraleigh
Premium Member
10 million subscribers lost this year? With adds so that’s a bit more “churn” than you think (if you don’t think)
Probably north of 10%?
I know…those are the “bad subscribers”
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