Is attendance really down at WDW this or…

Nubs70

Well-Known Member
If they spun off P&R, how could the original Disney company stay in business? P&R is the company’s main source of income.

Every movie they make costs more to make and market than the money they bring in. We know D+ is not making money yet, we don’t know how long it will actually take to make money. The company estimates it will make money eventually, but they won’t hit their target.
If my mobile would allow, I would have bolded "retain P&R"
 

celluloid

Well-Known Member
This statement...


Does not support this...


Once again you mix apples and pineapples and claim 'Ha! see you agree!".

Vending in queues simply is bad for Disney's operating standards. Same idea why putting games in the queues was bad. A discussion around vending needs was never "we'll get people out of the queues instead!" nor did it evolve to "and now we get people to pay to get out too! We win!". You brought pineapples (virtual queues) to the apple festival (operations, custodial and show standards).



Fast pass was created to get people to spend more money because they don't spend as much with all that time in line. Now they pay money for the less time in lines factor. More mula for the mouse. The sooner you understand this. The easier the rest will be for you to...agree with yourself I guess.
I have said they make. Kre mula this way after responding to someone else who showed up to the fruit party metaphor you like. I responded that the operation makes .ore money this way, and you agree. I didn't bring the pineapple. But do as you do.
 
Last edited:

BrianLo

Well-Known Member
We know D+ is not making money yet, we don’t know how long it will actually take to make money. The company estimates it will make money eventually, but they won’t hit their target.

It possibly started breaking even three days ago and almost certainly will kick off by December. That info won't be fully publicly formed until the Q1 FY 2024 report (February) or Q2 2024 (April) though.

Albeit I'd expect more definitive 'profitability' projections on the next call.
 

Disstevefan1

Well-Known Member
It possibly started breaking even three days ago and almost certainly will kick off by December. That info won't be fully publicly formed until the Q1 FY 2024 report (February) or Q2 2024 (April) though.

Albeit I'd expect more definitive 'profitability' projections on the next call.
I am surprised to hear that. Looking forward to see the numbers they show to the public. I want to believe they will be truthful and not just story telling.
 

Disstevefan1

Well-Known Member
This statement...


Does not support this...


Once again you mix apples and pineapples and claim 'Ha! see you agree!".

Vending in queues simply is bad for Disney's operating standards. Same idea why putting games in the queues was bad. A discussion around vending needs was never "we'll get people out of the queues instead!" nor did it evolve to "and now we get people to pay to get out too! We win!". You brought pineapples (virtual queues) to the apple festival (operations, custodial and show standards).
Disney still has operating standards?
 

Nevermore525

Well-Known Member
With rising costs of production and halt from writers and still ongoing for actors, I doubt it will be a long brag.
As of right now it’s the SG&A costs that each of the streaming services need to have scaled back. All 3 (ESPN+, Hulu, Disney+) make enough revenue to outweigh their production costs as of the latest quarter.

The coinciding reduction of subscribers in India has actually been kind of a benefit towards profitability as the streaming services have a higher cost vs the revenue they get there.
 

lentesta

Premium Member
Fastpass as its original use and Fastpass Plus was never created so people could just virtually wait. It was the same revenue as people waiting with someone selling things in line, but better, as far more people would be passing far more opportunities to spend. It is more effective and less staffing than putting more people in queues.

I can see where you're coming from on that.

I have the FP+ deck that the board of directors saw before approving that project. The entire project's justification really seems to be entirely based on improved guest satisfaction and park ops efficiencies with virtual queues.

In fact, the word "revenue" only appears once in the document, in a discussion about ... refillable sodas:
Screenshot from 2023-10-16 09-34-33.png
 

jpeden

Well-Known Member
In the Parks
No
I can see where you're coming from on that.

I have the FP+ deck that the board of directors saw before approving that project. The entire project's justification really seems to be entirely based on improved guest satisfaction and park ops efficiencies with virtual queues.

In fact, the word "revenue" only appears once in the document, in a discussion about ... refillable sodas:
View attachment 749328

I would pay good money to see this whole deck.

Also very interesting that they considered but never rolled out making the resort mug usable across the campus - which is something that Universal already does.
 

Andrew25

Well-Known Member
I can see where you're coming from on that.

I have the FP+ deck that the board of directors saw before approving that project. The entire project's justification really seems to be entirely based on improved guest satisfaction and park ops efficiencies with virtual queues.

In fact, the word "revenue" only appears once in the document, in a discussion about ... refillable sodas:
View attachment 749328

Interesting they mention "queue lounges" as I still believe modern virtual queues should aim for something like Race Through New York at Universal. A large lounge area (obviously could be made bigger to hold 2 hours' worth of guests with things to do, sitting areas, maybe a bar, with areas to explore while waiting for your group to be called.

I don't think people mind waiting an hour, they just really hate switchbacks in tight areas with no entertainment.
 

celluloid

Well-Known Member
I can see where you're coming from on that.

I have the FP+ deck that the board of directors saw before approving that project. The entire project's justification really seems to be entirely based on improved guest satisfaction and park ops efficiencies with virtual queues.

In fact, the word "revenue" only appears once in the document, in a discussion about ... refillable sodas:
View attachment 749328

This slide is a pitch from Food and Beverage division as an extension. Not the reason Fastpass moved to Fastpass Plus. That was more to utilize the tech and further increase revenue. Fatpass Plus was already happening as it was Fastpass going digital. This part of the presentation was essentially a pitch of what Food and Beverage could gain from themselves going digital. This is why you see it labeled an extension, rather than a pitch of what Fatpass Plus is. Two different things. Fatpass Plus itself was not what was being pitched here. Having guests virtual queue was already a money making thing since Fastpass started in the late 90s. That was not under approval and this was food and beverage pitching a further slice of the next gen tech.

It also furthers my point earlier that they could put vending in the queue, but there is better revenue in not.

That is really the issue here and back to my point. Disney sees more value in people walking around and spending money once they virtually wait.

The Food and Beverage put that in there to increase their potential at getting a yes.
 

el_super

Well-Known Member
Fast pass was created to get people to spend more money because they don't spend as much with all that time in line.

No.

I don't have access to the article anymore, I don't think, but way back around the time Fastpass came out (99/00) Paul Pressler did an interview with the OC Business Journal (the one in California) where he sort of outlined his management philosophy taking on the role as Disney Parks Chairman. When he took over the two biggest complaints being levied against the parks were 1) it was too expensive and 2) the lines were too long. He worked on 1 by introducing new ticketing methods and discounts and 2) by introducing Fastpass.

It's easy to see Fastpass as sort of a weird short-sighted mistake, but I don't doubt that their intended goal was increased guest satisfaction via reduced wait time. Any other ancillary effects were just a happy bonus.
 

Register on WDWMAGIC. This sidebar will go away, and you'll see fewer ads.

Back
Top Bottom