JoeCamel
Well-Known Member
The road to recovery begins with admitting you have a problem.....…the road to recovery begins with a new ceo and board
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Disney’s Q3 FY23 Earnings Results Webcast
- Thread starter DCBaker
- Start date
SamusAranX
Well-Known Member
Yeah, I don’t see reason for optimism on the movie side.
What big films coming out will overcome what Indy 5, Ant Man, etc fell victim too?
Wish? Maybe. It’s a family film and princess movie. The marvels? 50/50 shot. Snow White? Ha. That’s a good one.
What big films coming out will overcome what Indy 5, Ant Man, etc fell victim too?
Wish? Maybe. It’s a family film and princess movie. The marvels? 50/50 shot. Snow White? Ha. That’s a good one.
CJR
Well-Known Member
That'll be us. We'll just buy the shows we stream on repeat and then stop paying monthly for multiple services.
We have no interest in paying less for time wasting advertising... maybe for the services that don't interrupt the movies, like Peacock. Those almost feel like movie previews at the theater, some are literally trailers. Disney interrupts programming though.
Sirwalterraleigh
Premium Member
Actually there is one valid reason for all three:
The product is getting worse on all levels.
Now he’s gonna be called out on this in the coming days/weeks…and he’s gonna try one more time to use the same excuses:
1. Chapek
2. Covid
The beauty of it now is this is the last go at that…investors won’t tolerate that again.
Well past due
TheIceBaron
Well-Known Member
Honestly kind of light on the park information, would have loved some more details on why they thought galactic starcruiser failed or plans to increase WDW attendance.
Sirwalterraleigh
Premium Member
Damn!!!
Ok I missed a couple days of health class
Get off my back, man…I’m still stoked at the Erik karlsson trade
Sirwalterraleigh
Premium Member
When you don’t want people to dig…don’t give them a shovel and put a spotlight on the ground.
They continue to overcharge and their bookings have tanked…those park numbers are hiding a big problem.
SamusAranX
Well-Known Member
In no particular order their plans are:
1. Add “new” attractions by closing ones and then marketing the refurb as new
2. Limited edition Mickey shaped cookies at the parks
3. New popcorn buckets
4. A 5 dollar discount on your Disney dining plan if you book at a deluxe resort and have valid park reservations
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GhostHost1000
Premium Member
Any day now they’ll close the parks at 2pm, have premium after hours, and then premium after hours+ to triple sell the parks each dayCan 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
Why expand when you can force g+ and after hours events
TheMaxRebo
Well-Known Member
I do think Wish can be a big one .... I think the big thing they need to do is reduce the number of films they have that have a $200m budget ... just a handful per year of major releases and then the rest are more minor (or even D+ exlcusive)
The issue isn't having 1 or 2 movies fail it is having 6 or 7
Sirwalterraleigh
Premium Member
There will be no investment…of significance
They’ll wait till epic universe in Orlando opens and then assess the damage
There will be massive promotions either before or after that opening
Likely both.
Parks are in for a rough ride…at least in Fla-HAHA-I-duh
GhostHost1000
Premium Member
That’s what I think will happen too. They’ll prob tease or announce some things to make pixie dusters excited but then what will actually happen is anyone’s guess
It’s gonna be a stale couple of years for sure.
Watch them drag the MSEP back just to try to help
Sirwalterraleigh
Premium Member
Just saw the trailers before HM…hadn’t bothered to look it up prior…
Marvels is a loss…antman at best
Wish is gonna vastly underperform frozen…which is what it was obviously designed to take the place of…or maybe more specifically tangled.
Everything in the can seems to be suffering from the same misfires by the same people who pushed them.
GhostHost1000
Premium Member
Snow White will bat cleanup and knock it out of the park tho
hopemax
Well-Known Member
I had DH check, we have something called the "Legacy Disney Bundle" which is ad-supported ESPN+ and Hulu, but no ads on D+ for $14.99/month. Currently, the D+ Help page says you can't sign up or switch to this bundle, except through Verizon for eligible subscribers. Wonder how long that will continue to exist and if it will be affected by price increases.
the_rich
Well-Known Member
I have the same through verizon but I get it for free. I know that through Verizon I can keep it as long as I have my cell plan.
Sirwalterraleigh
Premium Member
Remember that if they started construction today you’re looking at 2027 completion
And the beauty is that’s exactly how Bob wanted it. Set your own timeframes and limits capex…because you have no competition. Nobody can compare
Is it becoming clear yet how that can turn on you?
JD80
Well-Known Member
Disney is dumping all the bad stuff now prior to end of FY. I'm willing to bed heavy investment in parks (remember reports of reduced Capex this year?) And some sort of neutral loss/gain on d+ in q1.
I suspect we'll see a clearing/cancelation of movies for calendar year 24 to reduce potential losses and blame it on the strike.
I also believe we may see efforts to increase volume at wdw but no shift in g+ costs. I suspect they might try to get people to buy every day with a pre-book vs people skipping days now.
If I had money to buy stock I'd buy for a pickup after a q1 report in 2024 being real good.
I suspect we'll get another midling report for their q4 with both good and bad metrics.
I suspect we'll see a clearing/cancelation of movies for calendar year 24 to reduce potential losses and blame it on the strike.
I also believe we may see efforts to increase volume at wdw but no shift in g+ costs. I suspect they might try to get people to buy every day with a pre-book vs people skipping days now.
If I had money to buy stock I'd buy for a pickup after a q1 report in 2024 being real good.
I suspect we'll get another midling report for their q4 with both good and bad metrics.
Disney CEO Bob Iger Addresses Future Plans on Q3 2023 Earnings Call - The Walt Disney Company %
The Walt Disney Company reported its third quarter earnings on Wednesday with Disney CEO Bob Iger addressing future plans for the company.
thewaltdisneycompany.com
Sirwalterraleigh
Premium Member
Great plans for Bob
Now why do you think any of it works in the current environment?
Oh I especially like your genie idea…charge $700 for a week of tickets and then make the same week another $300? Or so in ride skips without opt outs?
How much “magic” can your bones take? That’s a magic overload
