For what it's worth, Disney is betting on a critical mass of people eliminating that psychology.
-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
Disney's FY20 Q3 Earnings (8/4/20)
- Thread starter brb1006
- Start date
Brer Oswald
Well-Known Member
They’ll make more than they would have if they had charged nothing, but less than they would have if they charged a more appropriate price.
Just not as high as they "hoped," which, as we all know, is not a plan of action.
Dear BobI really think they should open the call questions to the WDWMAGIC members in this thread - would be much more entertaining
Did you know Spaceship Earth is still leaking two years after it was first reported? Maybe scrap that refurb and just fix the tap.
And where’s Watcher in the Woods?
bartholomr4
Well-Known Member
Let's say Mulan in Theaters is going to earn $400 Million, over 6 weeks. To match the same revenue, Disney will need to get 13.4 million households to rent the movie. If you assume Disney would have kept 70% of the gross, and with VOD Disney is keeping 100% of the purchase price, the total they need to match the revenue goes down to 9.3 million households..... Doesn't seem like that big of a stretch. That's the bet.
Sirwalterraleigh
Premium Member
...and the major theater chains declaring bankruptcy and closing
I have a call in with the plumber.
Notes from Neverland
Well-Known Member
I really think they should open the call questions to the WDWMAGIC members in this thread - would be much more entertaining
DisneyOutsider
Well-Known Member
I think they know that matching pre-covid earnings estimates is out the window at this point.
Sirwalterraleigh
Premium Member
Yeah...(audible laughter)
It’s the nba money...not mentioning tv pays them like $2 bil a year to watch lebron eat a taco
trainplane3
Well-Known Member
Bob,I really think they should open the call questions to the WDWMAGIC members in this thread - would be much more entertaining
Could I interest you in joining the religion of the Horizons Hole that is lead by the great Buzzy? Well, was. He disappeared a while ago.
What do you mean my call was disconnected?
the.dreamfinder
Well-Known Member
Shocked it’s not higher, but they are making you sign up for D+, so it’s really $37 if you don’t currently have the service.
danv3
Well-Known Member
Apparently. Revenue exceeds variable cost, though not as high as expected. Net positive.
Q. Is Mulan experience going to be a model for others, such as Black Widow?
Bob: Mulan is just a one-off, not a new business model. However..... we'll see... how well it sells, and how it affect subs at +.
Q. Parks, how will they survive?
Bob: Reservations showed we had more people than our reduced capacity, then FL became hotspot, and that changed.
50% out of state.
Higher level of cancellations thanks to FL hot spot.
Locals/AP used to fill in where out of staters are too few.
There is a net positive contribution, which was our goal.
Christine: Yes, we are net positive on operating costs. Shanghai has been net positive, too.
Bob: Mulan is just a one-off, not a new business model. However..... we'll see... how well it sells, and how it affect subs at +.
Q. Parks, how will they survive?
Bob: Reservations showed we had more people than our reduced capacity, then FL became hotspot, and that changed.
50% out of state.
Higher level of cancellations thanks to FL hot spot.
Locals/AP used to fill in where out of staters are too few.
There is a net positive contribution, which was our goal.
Christine: Yes, we are net positive on operating costs. Shanghai has been net positive, too.
Beacon Joe
Well-Known Member
Ahhh, yes. I forgot about that whole thing.
Brer Oswald
Well-Known Member
Dear Bob,
Will Galaxy’s Edge be replaced with an Aladdin Land?
Will Galaxy’s Edge be replaced with an Aladdin Land?
Not exactly making a profit, but would be losing more money shut down.
ElvisMickey
Well-Known Member
"When are you going to release Song of the South?"