Disney's FY20 Q3 Earnings (8/4/20)

rk03221

Well-Known Member
Excellent...all time great post.

People are desperate for content...and access. Im
So geeked that Netflix got Kobra kai...

But Disney has had a slowly rolling storytelling collapse.

When’s the last time they produced anything semi original outside of marvel???

It’s been forever. Can’t remake everything a third time

Uhhh Frozen? Big Hero 6, Moana, Wreck it Ralph, and Zootopia are a few that are very well loved by kids and adults that they’ve made recently. What are you talking about they haven’t produced anything outside of Mavel?
 

Sirwalterraleigh

Premium Member
I agree with you 100%. I don't think going public works well in the long-term for in-person, service-based companies.
A lot of companies...

Professional services comes to mind immediately as well.

For a company to really be strong...it can’t be required to make more money selling its same bank of products every 90 days
 

MisterPenguin

President of Animal Kingdom
Premium Member
It will be called “Disney+Passport” - would it ever stay the same $30? No. But I can see it being available for an additional $4.99 for 24 hours, in addition to your monthly fee.

Well that's some imagination you have, unless you have inside information that that's what Disney is going to do?

And again, do you know of any major theatrical movie which has perpetually been VoD only?
 

Sirwalterraleigh

Premium Member
Uhhh Frozen? Big Hero 6, Moana, Wreck it Ralph, and Zootopia are a few that are very well loved by kids and adults that they’ve made recently. What are you talking about they haven’t produced anything outside of Mavel?

Sorry...i meant original, non sequel or remakes.
Frozen they made a sequel...wreck it Ralph they made a sequel...big hero six was spun into a bad cartoon series...

Moana is a good example.

They have done 5 pirate movies and are rebooting

They have done a dozen remakes of animation movies

They have down two adaptations of animated - which were good - but made two sequels of those that were BAD

Mcu is good...but now they’re needing to reinvent it after burning through sequels with the leads

Pixar is 80% sequels. Coco was good...that’s another one.

And I won’t even get into the dumbest reboot in history...can’t go there. A dumpster full of tires on fire.
 

Nubs70

Well-Known Member
Maybe they'll keep buying new content companies every year and changing products so they can bury any real numbers in countless exclusions and credit as a regular strategy to their public reporting... It's never ending...
Ooh and the ever elusive species known as the "transfer payment". Where else can you find a $800/hr engineer.
 

flynnibus

Premium Member
Ooh and the eber elusive species known as the "transfer payment". Where else can you find a $800/hr engineer.

Yeah, the fact they highlight content sales to D+ just eeks ooze to me. I know all this is top tier finance magic... but from TWDC level it just seems foul to highlight such stuff. But that's just me as a dumb individual...
 

brianstl

Well-Known Member
Sorry...i meant original, non sequel or remakes.
Frozen they made a sequel...wreck it Ralph they made a sequel...big hero six was spun into a bad cartoon series...

Moana is a good example.

They have done 5 pirate movies and are rebooting

They have done a dozen remakes of animation movies

They have down two adaptations of animated - which were good - but made two sequels of those that were BAD

Mcu is good...but now they’re needing to reinvent it after burning through sequels with the leads

Pixar is 80% sequels. Coco was good...that’s another one.

And I won’t even get into the dumbest reboot in history...can’t go there. A dumpster full of tires on fire.
But Iger fancied himself as a creative guy and is sticking around to help the creative side. So everything will be awesome on the creative side.
 

UNCgolf

Well-Known Member
Unfortunately, Accounting 101 is not part of the core curriculum for most colleges and universities.

There's really no reason for it.

A general overview understanding of business accounting isn't very complicated if you're interested, but most people have no reason to know it and would gain little benefit from it. It could even hurt if it made people think they knew enough to start trading stock instead of just investing in an index fund, which is almost always going to be a better bet over the long haul anyways.
 

DVCakaCarlF

Well-Known Member
The restructuring and impairment charge line on the chart is being recorded as income and not a loss.
@ParentsOf4 maybe you can help comment on this, because I’m not entirely positive why this is being shown this way.

Normally, impairments are shown as an negative or in parenthesis on income statements. My understanding is that the “sum” of taking these charges resulted in a profitable transaction.

It’s not a good answer, but it’s all I got at the moment.
 

larryz

I'm Just A Tourist!
Premium Member
2019 US average ticket price was $9.11. Times four that is $36.44. One month of D+ if you’re only subscribing for the month is $7 USD. This costs the same as a matinee and Disney keeps around 95-97% of the take. Even better deal if you have a 4K HDR TV at home since D+ streams in that format and TWDS started moving their new releases to that format.

We don’t know the conditions of the transaction, but that’s a steal.
"Steal" is a good term for it.
 

Jimmy Thick

Well-Known Member
I'm shocked Disney did as well as they did, proves the right people are at the helm to weather the covid storm.

As for Mulan, people better hope it flops because if it makes money this will not only become the new Disney standard but industry standard. I for one will be buying it for 30 bucks or upgrading my current sub whatever because I know I can see a first run blockbuster in the comfort and safety of my own home and not have to worry about someone getting me sick. Disney+ is going to be Disney's new cash cow like ESPN used to be, and if they keep pumping out blockbusters exclusively for it watch out. There is brilliance there in the product.

Its also going to offset the parks until more people can go inside.

Disney is not going to die just yet, in fact they might have turned the page....
 

gmajew

Premium Member
Very interesting to see they pushed Mulan to Disney +. It is a limited market compared to overall homes available with all services. I dont feel it was due to them thinking movie was a bust. I think they are hoping it will drive people to the service. If it was a money decision they push it to all cable outlets and split revenue. to have a bigger pay day.

my guess is they realized movie audiences are not coming back this year and better to give and use this movie to keep interest in their new project. As the delay in the marvel shows etc has caused a huge lack of content.

as far as price my family is starved for new content and would have gone to see this in theaters and was looking forward to it. So I would have spent 60 to go see it and now will spend 30 with out blinking and eye. As I just want to watch something with my family that is new.... as right now my kids want nothing to do with us.
 

DVCakaCarlF

Well-Known Member
There's really no reason for it.

A general overview understanding of business accounting isn't very complicated if you're interested, but most people have no reason to know it and would gain little benefit from it. It could even hurt if it made people think they knew enough to start trading stock instead of just investing in an index fund, which is almost always going to be a better bet over the long haul anyways.
Like Art History?
 

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