Iger on CNBC this afternoon ...

[John]

So there you have it.

 

[George]

Increasing Mickey's vitality with what I can only assume is animated Viagra (19 new Mickey short features are being made).

 

[WDWFanDave]

Wow, long interview, and nothing new. Surprise, surprise, surprise. Oh, sorry, the Mickey cartoons at the end...saw those mentioned online just before he discussed them.

 

[PhotoDave219]

The only bit about the Parks and resorts was two things. First, domestically Parks are stronger than a year ago. He specifically said there were more guests. Second he referenced Shanghai Disneyland opening in 2015.

 

[cinderellafan6]

Blah Blah Blah ...nothing I didnt already know about.

 

[PhotoDave219]

My big observation is that he spoke like a Wall Street guy. Everything was about franchises and leveraging of those franchises across multiple platforms and businesses.

Nothing was mentioned about Walt Disney World other then international tourism and we've seen more Brazilians because of the new visa programs that have been put into place.

He also mentioned how travel and Torys some creates new job growth in America. Citing that 65 international tourists creates one American job. He specifically mentioned that Torys I'm from Brazil, Russia, China, and India.

 

[Scuttle]

Blah Blah Blah ...nothing I didnt already know about.

Ya Iger is so boring, but I can't say I blame him for not caring since all he really wants to do is get a seat on capital hill. Having said that show a little enthusiasm man, have some charisma and get the fans excited for once. Every interview with him flat out sucks and is a waste of life watching.

 

[PhotoDave219]

Other things of note. No decision on a sequel on Os has been made. "It is too soon to tell".

No official word on any Star Wars cast reunions. Cited that it was a natural fit for Disney. Said a guy by the name of Michael Lawrence was writing the screenplay.

Talked a lot about the corporate governance issue. Said "We just don't have a problem." Talked a lot about the Board of Directors, the boards independents, and that they work "fiercely independent." Discussed that the board has always met with shareholders. And addressed their concerns.

 

[PhotoDave219]

The only other bet that was mentioned was cablevision lawsuit.

He said he can't comment specifically. We have great channels, ESPN, Disney channel, abc. Great relationships with providers. They are paying a fair price for these channels. "Great value for cable operators" (those are just my notes)

All in all, parks and resorts seem to be far down on the list of talking points anymore.

 

[Lee]

Second he referenced Shanghai Disneyland opening in 2015.

In other words, in much less time than FLE has talen.

Must be some fast-working Chinese over there. Though I had heard that 2015 was...optimistic.

 

[Genie of the Lamp]

So my generic recap on what our fearless leader had spoke of this afternoon on CNBC:
-Praised Oz and too soon to be considering/producing a sequel
-Successful cause it has a great legacy to it, good cast(ing), and is a new classic
-Word of mouth also helped us get Oz to be number 1 at BO/Reach $150 mil opening
-No official announcement on the SW Ep 7 cast
-Great character franchises is why SW fits well with Disney
- Count of how many times Iger said Franchise/Busniess:7 times
-ESPN/Cable Channel praisings, mutually beneficial, and channels are in such demand
-Advertising-fair amount of ad's and looking good from our perspective
-Cablevision lawsuit: Didn't get into much cause he didn't know much into it but said it's no concern of theirs
-Parks:Strong, Steady growth esp. at our Domestic Parks
-Mentions Disneyland Shanghai opening in 2015
-Had conference with small and big business leaders in DC about how to improve our country's export business and create more jobs. Focused on Disney's point of implementing this idea into the travel and tourism industry by fixing the visa policy and bring more foreigners like the Brazilians and Russians into our Domestic Parks. Win win scenario by paying higher taxes and increasing our revenue.
-Governace: A cause searching for issues/problems, no problems on our Board Goverance, accusations not true, no statistics showing companies who split CEO and chairman roles that succeed or decline.
-Future Growth: New IP/Guest Experience Growth domestically and overseas, Technology, new acquisition franchises, Shanghai DL
-NEW BIG ANNOUNCEMENT: 19 new Mickey Mouse cartoon animated shorts on Disney Channel.

That was it.

I still think he would've announced the DD/DS plan had it not been for the bad weather earlier on down in O-Town today. Did I miss anything @PhotoDave219?

 

[bethymouse]

parks and resorts seem to be far down on the list of talking points anymore.
That is so sad because it seems like the parks in the US at least, especially WDW, are "falling" apart.
I guess now the marketing strategy will continue to entice the Brazilians to come to WDW.

 

[bethymouse]

Thanks for posting. I'm at work, so I am unable to watch CNBC.

 

[xstech25]

As far as the parks being down on the list of talking points, he just gets a few minutes to talk and ESPN is the big cash cow in the company right now. Let's be honest the only thing Orlando has going for it right now is Brazil and the rest of South America because Europe is dropping like an anvil.

 

[PhotoDave219]

I still think he would've announced the DD/DS plan had it not been for the bad weather earlier on down in O-Town today. Did I miss anything @PhotoDave219?

No, that's pretty much everything I have in my notes as well. It was on a business television network and the interview was aimed at businessman, and shareholders.

In my opinion, the parks have fallen to just an Afterthought. It is not a priority for The CEO to discuss specifically. All he and the board and the shareholders care about is if attendance continues to grow.

 

[PhotoDave219]

Thanks for posting. I'm at work, so I am unable to watch CNBC.

You did not miss anything. There were lots of buzz words and concepts such as "leveraging franchises across business units."

 

[flynnibus]

My big observation is that he spoke like a Wall Street guy. Everything was about franchises and leveraging of those franchises across multiple platforms and businesses.

Of course.. if he didn't.. and we expected him to talk like an artist.. he wouldn't be on CNBC.. they'd send the CFO or COO

 

[WDWFanDave]

As far as the parks being down on the list of talking points, he just gets a few minutes to talk and ESPN is the big cash cow in the company right now. Let's be honest the only thing Orlando has going for it right now is Brazil and the rest of South America because Europe is dropping like an anvil.

I thought they were actually pretty generous with the time for him today...since he was right there at the Exchange, he was on for almost 20 minutes. I do get it...Disney today is all about the 'franchises' they own, and leveraging those to the hilt. And, he has to tread very carefully with the things that he talks about...hence the canned questions (anyone else notice how often Maria was just simply reading from the teleprompter?). All in all, though, for those that are not as into Disney, I'm sure it was interesting. For me, meh.

 

[flynnibus]

Talked a lot about the corporate governance issue. Said "We just don't have a problem." Talked a lot about the Board of Directors, the boards independents, and that they work "fiercely independent." Discussed that the board has always met with shareholders. And addressed their concerns.

Yes they make sure the pin horders get a new pin every time

 

[OFTeric]

In 2011 P&R accounted for 28.84% of all revenue generated for the WDC http://a.media.global.go.com/investorrelations/annual_reports/WDC-10kwrap-2011.pdf pg 29

I expect Mr. Iger to dedicate at least 28.84% of his time talking about this division. Compared to the Studio which accounts for 15.53%