Disney sees studio revenue soar 21% after 'Black Panther' crushed expectations

[disneyflush]

I looked for it, but couldn't find it. Sorry for the extra post.

I searched quarterly earnings and did not find the link you mentioned. I hadn't spent any time in that section.

Its fine. Some of the newer computers don't come with a scroll down option that would allow you to skip a thread you don't want to read.

 

[Kman101]

Apologies if my post came across a bit harsh.

We just seem to talk more about Iger and the larger company than actual WDW items in this forum nowadays and most of it is just proletariat fist shaking or armchair Warren Buffeting.

But Iger is clearly obsessed with WDW and cutting everything he can. Don't you know he sees all, controls all, Darth Iger is the ruler and evil incarnate. You'd think he was rubbing his evil hands together at every chance he gets to take money from all of us rubes while cashing his big checks. Oh and he's personally debating the monorails at WDW as well as insisting that bird shows get IP characters added.



Have we covered it?

 

[Kman101]

Honestly I only visit this section.

That said I tend to mainly look at the parks and resorts aspect as well as the earnings call where reporters ask questions about the company over all. It isn't a bad thing to look at the company overall in the grand scheme of things IMO.

Same. I usually stick to this section mostly. It's pretty time consuming. LOL. I do check in on the other forums though like trip reports and the various Disneylands and Universal but I rarely post there. It's weird to venture into, say, General Discussion and the Trip Report section. We have huge sections of posters who never post in here. It's kind of weird in a way LOL ...

but I digress

 

[winstongator]

I sympathize with your intent - duplicate threads aren't helpful. In my defense, there are 100x as many posts in this section as the Disney Co section.

There had been a lot of discussion on Jan & early Feb being much more crowded than usual, as well as some speculation as to things leading to ride waits. This is proof (lying in this would be very bad) that WDW attendance was up for the 3 months.

The other point: the smaller a segment is of a company's overall operation, and even more so, the smaller piece of a company's growth, the less investment it gets. Parks being a bigger piece, and an outsized piece of growth = more investment. And we've already seen a lot of investment with Pandora, TSL & SWGE. Seems like there is a ton of international park investment on the horizon too. Movies has already gotten a huge investment in the Pixar, Lucasfilm & Marvel purchases, and the Fox deal is an even bigger jump into that. It also continues the point towards more IP in the parks for what that's worth - some people like, some don't.

 

[Rteetz]

You should get out more.

As a college student I only have so much time

 

[larryz]

But Iger is clearly obsessed with WDW and cutting everything he can. Don't you know he sees all, controls all, Darth Iger is the ruler and evil incarnate. You'd think he was rubbing his evil hands together at every chance he gets to take money from all of us rubes while cashing his big checks. Oh and he's personally debating the monorails at WDW as well as insisting that bird shows get IP characters added.



Have we covered it?

You left out his infamous "Let them eat cupcakes!" declaration.

 

[Kman101]

You left out his infamous "Let them eat cupcakes!" declaration.

Well, they are a bit ridiculous when it comes to cupcakes lol

 

[danlb_2000]

Their movie division is simply doing outstanding business.

Is the Black Panther part of the deal that doesn't allow any attraction of it to be built in Orlando or Japan ?

Black Panther is very strongly tied to Fantastic Four and Avengers in the comics so it likely off limits in Orlando. I believe Japan only has rights to Spider-Man.

 

[ThatMouse]

As the parking fees start kicking in they should get another nice 20% boost in guest spending. I'm trying to figure out how occupancy is at 90% though -- there is no way. I bet a lot of the resorts are only half filled most of the time. They must black out rooms to make that look higher.

 

[xdan0920]

Was wondering when someone would come in with the cook the books theory.

 

[Kamikaze]

As the parking fees start kicking in they should get another nice 20% boost in guest spending. I'm trying to figure out how occupancy is at 90% though -- there is no way. I bet a lot of the resorts are only half filled most of the time. They must black out rooms to make that look higher.

They don't. There really are that many people at any given time.

 

[peter11435]

As the parking fees start kicking in they should get another nice 20% boost in guest spending. I'm trying to figure out how occupancy is at 90% though -- there is no way. I bet a lot of the resorts are only half filled most of the time. They must black out rooms to make that look higher.

What makes you think (incorrectly) that the resorts are only half full?

 

[Walt d]

I was curious how that would end up after a Wrinkle in Time bombed - I saw that coming... not sure why they didn't

And still no mention of a stock split, yesterday by bobby i when he was on the stock market show live. Its been 17 years. I wish Michael Eisner was Back he, liked giving us stock. What gives bobby”

 

[jakeman]

What makes you think (incorrectly) that the resorts are only half full?

Cars in the parking lot.

We've been through this!

 

[peter11435]

Cars in the parking lot.

We've been through this!

Awww yes. I forgot how many people here base opinions on misunderstood observations.

 

[RobbinsDad]

I doubt they planned on making a bad movie. Sometimes you just swing and miss.

Yeah, but it's one in a long line of original live action misses. Their only live action hits of late have been remakes of animated classics and acquired IP.

 

[ThatMouse]

Cars in the parking lot.

We've been through this!

Also by looking in the windows and seeing empty rooms. No one in the rooms next to us. Yet when you try to book there's no availability. I'm pretty sure the buildings that ARE actually dark for renovation are not included in the ratio, so I really don't understand how they calculate 90%. The sort of opposite question is how is there no DVC availability when you can pay cash on reservation site for them! haha off topic don't answer that!

 

[Rteetz]

Also by looking in the windows and seeing empty rooms. No one in the rooms next to us. Yet when you try to book there's no availability. I'm pretty sure the buildings that ARE actually dark for renovation are not included in the ratio, so I really don't understand how they calculate 90%. The sort of opposite question is how is there no DVC availability when you can pay cash on reservation site for them! haha off topic don't answer that!

I don't understand the logic here. By you looking inside of someones window and seeing nobody means nobody is staying there and occupancy is lower than 90%? Did you check every single room on property?

 

[Yellow Strap]

Removing the Christianity narrative for starters. It was an essential piece of the overall story.

It wasn't and that is not the reason it didn't perform well. You are projecting your beliefs and assuming your beliefs to be universal and they were the overarching reason it didn't succeed.

 

[ThatMouse]

I don't understand the logic here. By you looking inside of someones window and seeing nobody means nobody is staying there and occupancy is lower than 90%? Did you check every single room on property?

Because I walk down the same line of rooms every day and remember which rooms had no guests. Unless the guests make their beds every morning. If you understand random sampling, wings of rooms are kind of a random sample so if 80% are empty, you can generalize that to mean the resort is roughly "half" empty and certainly not only 10% empty.