Is attendance really down at WDW this or…

[BrianLo]

Disney Plus = 15+ billion paid. (First dollar profit this year. Now they have to recover that 15 billion lost over time)

C'mon guys,...if we don't get STRONG studio box office revenue in 2025...the parks are going to get squeezed even HARDER in 2025 for every penny.

Burbank is going to flip the whole WDW "sofa" upside down and shake it REALLY HARD to see if they can get some more coins to drop on the floor.

If we love Disney parks,...each of us on this form better go to the theaters and watch EVERY Disney movie,..more then once...and help get those ticket sales up. If we don't,..Burbank will squeeze WDW like a lemon in a vice.

Let's do it guys,...do it for the parks we love so much. (used to love)

I know you are being sarcastic, but this isn’t quite how corporate America works. Disney Plus doesn’t owe a sum back. They’ve successfully built a streaming service worth ?50/60+ billion (based on Hulu on the very meagre end). They ‘only’ spent 15 to do so. It’s already paid off in Wall Streets minds eye.

Most of the companies value spiral, or plateau, is because the equally fast rate linear has simultaneously been dropping in value.

DTC is on track to overtake the 2015/16 peak of linear revenue in 1-2 years and OI in 2-3. It’s been a very successful pivot and it’s why Disney doesn’t look like Paramount or WBD.

 

[Sirwalterraleigh]

Yeah, I don't foresee Captain America and Snow White doing super well. Thunderbolts* I think has a chance because it's trailer got a fantastic response and if the movie itself is on par, it's word of mouth will be strong. Hate to say it but I think Lilo & Stitch live action will be a pretty easy hit.

Elio, I can't really tell? Original animation is hard to gauge at the moment, no matter the quality. Fantastic Four will be an easy smash if it's good in my opinion. It just needs to be good, but that is a big question hanging over it. Freakier Friday could go either way, Tron Aries could go either way. Predator will do okay I think.

And like you said, Zootopia and Avatar will be pretty easy wins.

Oh yeah…lilo is pretty sure fire

Tron is the most intriguing…but low expectations

 

[Sirwalterraleigh]

I know you are being sarcastic, but this isn’t quite how corporate America works. Disney Plus doesn’t owe a sum back. They’ve successfully built a streaming service worth ?50/60+ billion (based on Hulu on the very meagre end). They ‘only’ spent 15 to do so. It’s already paid off in Wall Streets minds eye.

Most of the companies value spiral, or plateau, is because the equally fast rate linear has simultaneously been dropping in value.

DTC is on track to overtake the 2015/16 peak of linear revenue in 1-2 years and OI in 2-3. It’s been a very successful pivot and it’s why Disney doesn’t look like Paramount or WBD.

…jeez…you need some medical intervention

There is really zero reason to question that the parks segment is being ridden to exhaustion like a rented mule as they struggle to find any direction from the media side

 

[BrianLo]

…jeez…you need some medical intervention

There is really zero reason to question that the parks segment is being ridden to exhaustion like a rented mule as they struggle to find any direction from the media side

Thanks Walter for your insight.

You’ll note no where was I discussing the parks segment in the comment you just quoted. I think large segments of the parks portfolio have been underinvested in. This isn’t really a ground breaking point, which is why I didn’t say anything about the parks in my post.

If you can’t comprehend/follow what I’m saying I’d at least appreciate you laying off the constant snarky character insults.

 

[Sirwalterraleigh]

Thanks Walter for your insight.

You’ll note no where was I discussing the parks segment in the comment you just quoted. I think large segments of the parks portfolio have been underinvested in. This isn’t really a ground breaking point, which is why I didn’t say anything about the parks in my post.

If you can’t comprehend/follow what I’m saying I’d at least appreciate you laying off the constant snarky character insults.

I know exactly what you’re saying: streaming is a gold mine

The problem is if you go slightly below that superficial assessment…there are caveats and landmines all over the place. Which is why the money hoarders are playing…

Bout 3 people ‘round here keep saying that over and over again

 

[BrianLo]

I know exactly what you’re saying: streaming is a gold mine

Depends on where the gold mine line is. The only segment that is bigger for the company now is Parks. Which is a huge shift from Linear and Sports being the cash engine a decade ago. I do in fact think DTC will become the companies biggest segment soon enough. Maybe within five years. I’ll own that.

 

[Sirwalterraleigh]

Depends on where the gold mine line is. The only segment that is bigger for the company now is Parks. Which is a huge shift from Linear and Sports being the cash engine a decade ago. I do in fact think DTC will become the companies biggest segment soon enough. Maybe within five years. I’ll own that.

Parks being the largest component is dangerous…to the parks.

It encourages really awful management…and that’s what we’re getting.

Sadly…the most stable time for TWDC is when the media generated half the bucks…and that is very unlikely to happen again

 

[Nevermore525]

Sadly…the most stable time for TWDC is when the media generated half the bucks…and that is very unlikely to happen again

It’s a good thing the media side of the company generated 54.6% of the OI over the last quarter of FY24 then.

Q3 it was 47.4%

 

[Sirwalterraleigh]

It’s a good thing the media side of the company generated 54.6% of the OI over the last quarter of FY24 then.

Q3 it was 47.4%

60% in the late 90s/early 00s

But it’s not even that raw number…it’s how it strangulates and how they spread the pot now

And what percentage of the pot did the parks account for? Was it a tad lower? By a lot “tad”?

Now ask the mighty Google for some better zingers

 

[peter11435]

60% in the late 90s/early 00s

First you said half and now you’re moving it to 60%… typical

 

[Nevermore525]

60% in the late 90s/early 00s

But it’s not even that raw number…it’s how it strangulates and how they spread the pot now

Now ask the mighty Google for some better zingers

So it’s no longer good that half the $$ is generated on the media side? Just want to be sure where your goalposts are on this one.

 

[Sirwalterraleigh]

First you said half and now you’re moving it to 60%… typical

Off the cuff…

You’re carrying bobs bucket…that’s typical

Did all the $18 bil of fabulous new investments start in Orlando yet, what’s your inside track to WDI telling you?

 

[peter11435]

Off the cuff…

You’re carrying bobs bucket…that’s typical

Did all the $18 bil of fabulous new investments start in Orlando yet, what’s your inside track to WDI telling you?

I’m not carrying any buckets. Just calling you out for moving the goal post as usual.

And yes actually. Projects have started with more on the way.