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Disney's Investor Day 2020 (December 10th, 2020)
- Thread starter brb1006
- Start date
Germane = on topic.
Take a shot!!!
Q: J.P. Morgan. Why ESPN+ on Star? How does that affect local distributors?
A: Bob: Latin Americans really like their sports. Don't know if he answered the second part.
A: Bob: Latin Americans really like their sports. Don't know if he answered the second part.
q: Big money's coming in from Asia. Where you spending that money?
A: christine: we're still in investing mode.
A: christine: we're still in investing mode.
He and Iger have been given them that answer for the past two years.
q: What's the RPU strat in Asia and Latin America?
a: Christine: Ads are on Hulu. But on D+, which is a lot of films, doesn't lend itself to ads. But we're looking at pricing (read: we're going to charge as much as we can).
a: Christine: Ads are on Hulu. But on D+, which is a lot of films, doesn't lend itself to ads. But we're looking at pricing (read: we're going to charge as much as we can).
Sirwalterraleigh
Premium Member
More romance...more adventure...
Less Pixar sequels...less live action remakes...less things with “2s” and “:” in it...
Lol
q: Long term operating margins for all sectors?
a: Christine: Hey, we're just starting. We're in spending mode now. So those margins are going to be .... you know... negative.
a: Bob: ESPN+ takes ads, too. And we've given projections, so....
a: Christine: Hey, we're just starting. We're in spending mode now. So those margins are going to be .... you know... negative.
a: Bob: ESPN+ takes ads, too. And we've given projections, so....
Sirwalterraleigh
Premium Member
They don’t sell
Disney Analyst
Well-Known Member
The "Star" sign got wonky behind them so now they are cutting it from the shots. haha.
q: What about syndication revenue? (Here's the question about licensing... Take a shot!!)
a: Christine: we are doing some licensing because of legacy contracts. In the future, we intend for almost all to be on our platform, but maybe some licensing if we wish.
a: Christine: we are doing some licensing because of legacy contracts. In the future, we intend for almost all to be on our platform, but maybe some licensing if we wish.
Disney Analyst
Well-Known Member
and Star sign fixed 
q: ESPN... When will the big ESPN events be on ESPN+?
a: Complications! Rights come externally. We're trying. And we're ready to cut the cord when it comes.
a: Complications! Rights come externally. We're trying. And we're ready to cut the cord when it comes.
q: Will all these services converge?
a: Short term, there are regional differences that make separation best option to provide flexibility. But we're willing to change if we need to.
a: Short term, there are regional differences that make separation best option to provide flexibility. But we're willing to change if we need to.
q: New higher targets.. what makes you think that will continue?
a: Christine: higher prenetration of the 'tam' (?), with more and higher quality content. Also, we now have Star(+) in the mix which we didn't before. Also, we got the 4 quarter likability.
Interesting note: More childless subs than expected.
a: Christine: higher prenetration of the 'tam' (?), with more and higher quality content. Also, we now have Star(+) in the mix which we didn't before. Also, we got the 4 quarter likability.
Interesting note: More childless subs than expected.
q: Content amortization. What's the time frame of new content.
a: bob: 100 titles now.
a: Christine: 2billion on content amortization. And as we said over and over, we'll be overspending to build infrastructure.
a: bob: 100 titles now.
a: Christine: 2billion on content amortization. And as we said over and over, we'll be overspending to build infrastructure.
castlecake2.0
Well-Known Member
I missed it, what will they be called? I’m assuming it will be DTC and parks&resorts ish?
a: Premium movies on D+... just for pandemic? Price?
q: Day and date with theatrical lets us release before theatrical is up and running. We don't know whether to continue. We're going to see what consumers want.
Didn't answer how Mulan did.
q: Day and date with theatrical lets us release before theatrical is up and running. We don't know whether to continue. We're going to see what consumers want.
Didn't answer how Mulan did.