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FY2016 Q4 Year End Earnings Call
- Thread starter ford91exploder
- Start date
njDizFan
Well-Known Member
Chappie's replacement is not going to last long at that pace.
$1.42 per share dividend against $1.81 prior 4th QT....yikes
Analyst asks about ESPN
Bob's response is 'We are bullish on ESPN' and long term prospects are good. Discusses BAM to directly distrubute ESPN products to consumer which will allow us
What's Different about shanghai
Bob says SDL very successful and that Disney has data on cust sat which is excellent at this point, 50% of SDL are not Shanghai locals and hotels are full and expansion has been greenlighted
Bob's response is 'We are bullish on ESPN' and long term prospects are good. Discusses BAM to directly distrubute ESPN products to consumer which will allow us
What's Different about shanghai
Bob says SDL very successful and that Disney has data on cust sat which is excellent at this point, 50% of SDL are not Shanghai locals and hotels are full and expansion has been greenlighted
DDLand
Well-Known Member
The Shanghai stuff is really shocking and impressive. With 4 million in 120 days, that's about 33,000 people per day.
More expansion has already been decided on, and they're breaking even. Very impressive.
He also basically is saying we're getting new hotels at WDW and Disneyland! Nothing to announce, but it seems like they're coming.
Hey @marni1971, can you speak to any new hotels being in the pipeline? Is that what Coronado stuff is about?
More expansion has already been decided on, and they're breaking even. Very impressive.
He also basically is saying we're getting new hotels at WDW and Disneyland! Nothing to announce, but it seems like they're coming.
Hey @marni1971, can you speak to any new hotels being in the pipeline? Is that what Coronado stuff is about?
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JP Morgan asks about incremental growth in P&R
Iger believes that Disney has pricing leverage, Speaks about revenue yield management, and it would be 'smart' to build more hotels, Speaks about 'mining' IP specifically Star Wars - Consumer Products had 11 lines of products which exceeded 1B in global revenue.
Asked about volatility in sports network rating - Iger notes that any speculation on ratings is premature and that DIS will be watching trendlines and DIS is lucky to have NFL licensed on long term basis problems now could be abberational
Iger believes that Disney has pricing leverage, Speaks about revenue yield management, and it would be 'smart' to build more hotels, Speaks about 'mining' IP specifically Star Wars - Consumer Products had 11 lines of products which exceeded 1B in global revenue.
Asked about volatility in sports network rating - Iger notes that any speculation on ratings is premature and that DIS will be watching trendlines and DIS is lucky to have NFL licensed on long term basis problems now could be abberational
Bank of America/Merrill Lynch
Asked about potential acquisitions - Iger things there are several interesting ops to allow marketing directly to consumers, Disney is interested in having 'more direct' relationship
Succession discussion, BoD process is ongoing and will produce the right candidate at the right time
EDIT: spell/grammar
Asked about potential acquisitions - Iger things there are several interesting ops to allow marketing directly to consumers, Disney is interested in having 'more direct' relationship
Succession discussion, BoD process is ongoing and will produce the right candidate at the right time
EDIT: spell/grammar
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Stanford/Berlinger
Q, Attendance at the China parks and are the parks cannibalizing each other, 'Further Strenghtening technological Capabilities'
A. Talks about IT infrastructure platform upgrades, HK attendance increased when SDL opened, also noted that HK has new pride, SDL has many young children visiting and that some days of the week are much stronger than expected, Noted that SDL was a culturally sensituve
Q, Attendance at the China parks and are the parks cannibalizing each other, 'Further Strenghtening technological Capabilities'
A. Talks about IT infrastructure platform upgrades, HK attendance increased when SDL opened, also noted that HK has new pride, SDL has many young children visiting and that some days of the week are much stronger than expected, Noted that SDL was a culturally sensituve
UBS
Does change in DC powerstructre and level of share buybacks
Iger responds that US is not competitive taxwise, and president elect and president are working on a cordial transition plan Bust of Trump is in HoP in DL already
Buybacks from Catherine 'speaks about a balanced approach to buybacks'
Does change in DC powerstructre and level of share buybacks
Iger responds that US is not competitive taxwise, and president elect and president are working on a cordial transition plan Bust of Trump is in HoP in DL already
Buybacks from Catherine 'speaks about a balanced approach to buybacks'
SorcererMC
Well-Known Member
DIS in after-hours is back up to 97.80 +2.84 (2.8%). and still creeping up to 98 so up 3.36%
Credit Suisse
Q BAMtech level of investment , Consumer Products Q1 O/I and beyond
A Buying only 33% and DIS will be launching a ESPN branded service, No significant investment beyond that
Christine expects Consumer Products to have growth but comparables will be difficult because of TFA/FROZEN
Cars is an 'evergreen' franchise and she expects good results and Spiderman will also drive revenues
Q BAMtech level of investment , Consumer Products Q1 O/I and beyond
A Buying only 33% and DIS will be launching a ESPN branded service, No significant investment beyond that
Christine expects Consumer Products to have growth but comparables will be difficult because of TFA/FROZEN
Cars is an 'evergreen' franchise and she expects good results and Spiderman will also drive revenues
SorcererMC
Well-Known Member
Expected to stay on pace at $7-8 Bln for FY2017. ($7.5 Bln for FY2016).
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Morgan Stanley
Why bundles may expand the pie for DIS and Internet products
Iger noted that the new platform details will be released publically soon, It will be 'mobile friendly' and targeted to millenials, DIsney is bullish on multichannel cable distribution.
The HULU/Sling/ATV want ESPN and pricing looks good for disney
Speaks more about the ESPN direct product,
Christine commening on cable affiliate revenue is up 3 and 5- Detailed figure will be in 10-K filing
Why bundles may expand the pie for DIS and Internet products
Iger noted that the new platform details will be released publically soon, It will be 'mobile friendly' and targeted to millenials, DIsney is bullish on multichannel cable distribution.
The HULU/Sling/ATV want ESPN and pricing looks good for disney
Speaks more about the ESPN direct product,
Christine commening on cable affiliate revenue is up 3 and 5- Detailed figure will be in 10-K filing
Barclays
Nielsen / Disney dispute how did Disney come up with it's numbers
Disney believes the Nielsen numbers are a 'anomaly' and they contradict what unnamed others see,
Catherine noted that leverage 1.1 for the year.
Nielsen / Disney dispute how did Disney come up with it's numbers
Disney believes the Nielsen numbers are a 'anomaly' and they contradict what unnamed others see,
Catherine noted that leverage 1.1 for the year.
Nomura
Direct to consumer, DIsney content other than ESPN ie Disney as a service
Programming costs
There is ineveitability to a Disney as a service product but not prepared to discuss details
Catherine notes that programming costs will rise 8% DIS does not have deal with Big 10
Direct to consumer, DIsney content other than ESPN ie Disney as a service
Programming costs
There is ineveitability to a Disney as a service product but not prepared to discuss details
Catherine notes that programming costs will rise 8% DIS does not have deal with Big 10
Guggenheim
Net Neutrality - how does it affect DIS business,
Discussed deal with EUROSPORT , No public position on net neutrality
Net Neutrality - how does it affect DIS business,
Discussed deal with EUROSPORT , No public position on net neutrality
Citi
175 FOREX hit
Catherine notes that Disney is fully hedged for forex and pension expense.
175 FOREX hit
Catherine notes that Disney is fully hedged for forex and pension expense.
HauntedMansionFLA
Well-Known Member
"More direct relationship" - interesting comment.
Iger doing the boilerplate 'forward looking' statements
Call ends
Call ends
HauntedMansionFLA
Well-Known Member
Did they say more hotels coming to WDW ? I've always wanted a Star Wars resort. Thank you for posting the information about the report. A lot of interesting subjects covered. ESPN is troubling.i guess we will have to wait a see how SDL turns out numbers wise after being open for a full year.