Disney's Q3 FY15 Earnings Results

[wdwmagic]

August 4, 2015 2:00 PM PDT / 5:00 PM EDT
Disney's Q3 FY15 Earnings Results Webcast

Financial results for Q3 FY15 will be reported on Tuesday, August 4, 2015 at approximately 4:15 p.m. EDT.

The results will be discussed via a live audio webcast beginning at 5:00 p.m. EDT.

https://thewaltdisneycompany.com/investors/events#3308

 

[PhotoDave219]

Thanks Steve!

 

[Mouse Trap]

Beat on the top line, very slight miss on the bottom line. All in all looks like another decent quarter for DIS. Stock price is taking a little stumble after hours, but this can be expected with such a large run-up Disney has had recently.

 

[ULPO46]

Ad there is a beautiful explanation as to the amount of people visiting the domestic resorts WDW and DL.

 

[UpAllNight]

$1billion domestic resort capital expenditure with $865million depreciation pretty much shows that they have just been treading water in terms of investing domestically, if I have interpreted the results correctly.

 

[the.dreamfinder]

There has to be some irony in them playing the "John Carter" soundtrack on the webcast stream before they announce a $150 million write off for "Tomorrowland", right?

 

[UpAllNight]

The highest ever quarter for P&R in both revenue and operating income.

 

[216bruce]

What? No griping...shocking. Shocking , I say.

 

[PhotoDave219]

From the call... domestic parks....

Attendance up 4%

Occupacy up 5 to 87%

PRGS up 4%

 

[matt9112]

From the call... domestic parks....

Attendance up 4%

Occupacy up 5 to 87%

PRGS up 4%

whats PRGS?

 

[UpAllNight]

I suspect the questions have been vetted to avoid talk about any possible expansion for now.

 

[PhotoDave219]

whats PRGS?

per room guest spending.

 

[Mouse Trap]

Glad Iger is discussing opening up to the idea of distributing ESPN direct to consumer. If I remember correctly 2-3 years ago he said there would never be such need. The cable box will become an obsolete technology sooner than many think and I'm glad the leader of one of the largest media companies in the world now sees that.

 

[PhotoDave219]

International Attendance overall... UK up. Brazil a bit lower.

Question about Star Wars land at DL from Bank of America.

"We're excited about SW across the company. Stay Tuned for more specifics"

Best quarter ever at DL for attendance and profitablity.

 

[UpAllNight]

'Stay tuned' for more Star Wars land news....yawn

 

[the.dreamfinder]

Note how they tip toe over mentioning China when talking about "markets where Star Wars is not well known".

 

[Mouse Trap]

Note how they tip toe over mentioning China when talking about "markets where Star Wars is not well known".

I know nothing of China,but isn't this statement (somewhat) correct? I remember reading the original trilogy was available for the first time this year in China.

 

[the.dreamfinder]

I know nothing of China,but isn't this statement (somewhat) correct? I remember reading the original trilogy was available for the first time this year in China.

Only as a special retrospective at the Shanghai International Film Festival which the company overhyped in the Western media. Disney doesn't want Wall St., who they have already overhyped on what "Force Awakens" should gross, to realize a MASSIVE market like China might not turn out when the film comes out.

 

[Mouse Trap]

Only as a special retrospective at the Shanghai International Film Festival which the company overhyped in the Western media. Disney doesn't want Wall St., who they have already overhyped on what "Force Awakens" should gross, to realize a MASSIVE market like China might not turn out when the film comes out.

Gotcha. But at this point other than a record smashing performance across all categories will put Star Wars in the shortfall category. I feel expectations are already through the roof. Every analyst is putting the low end of gross at 1.5-1.7 billion.

 

[EpcoTim]

"Revenue from Fozzie the Bear plush sales topped 300 million"