Is attendance really down at WDW this or…

[BrianLo]

The problem is Disney hasn’t produced nearly enough content

It’s mostly been bad/not compelling

They WAY overspend on it…

And as bad managers do…they already slashed content cost when they should be going all in.

It’s really some excellent work by the bobs

Not even getting onto tanking franchises that should be catalysts/drivers

Caveat that I experience a different product than you in Canada. Probably the end version of it. I’d say quality content is comparable to Netflix (see Emmys). Yes, that’s largely coming out of FX.

 

[Sirwalterraleigh]

Caveat that I experience a different product than you in Canada. Probably the end version of it. I’d say quality content is comparable to Netflix (see Emmys). Yes, that’s largely coming out of FX.

I’m speaking of D+…which is boring in the US

If you’re talking shogun/the bear/etc…yes, that is better content

 

[JoeCamel]

I don’t necessarily disagree, but Disney has libraries upon libraries of Wonderful World of Disney films, the entirety of the Disney Channel libraries, and the first year or two of D+ programming that can be characterized as “a lot of filler and fluff.”

Which boggles the mind why they don't run that stuff 24/7 on multiple streams as Disney nostalgia, Walt's closet etc

It may be the company is patterned after studio accounting in that D+ has to pay/transfer/debit to other divisions when they use content created under that whether that is film, TV, animation. A way to hobble your total expansion but maybe the books have to be satisfied.
I really don't know the internal financials but in the old studios everyone had to get a piece of the pie or there was no use of the property.

 

[Tha Realest]

Which boggles the mind why they don't run that stuff 24/7 on multiple streams as Disney nostalgia, Walt's closet etc

It may be the company is patterned after studio accounting in that D+ has to pay/transfer/debit to other divisions when they use content created under that whether that is film, TV, animation. A way to hobble your total expansion but maybe the books have to be satisfied.
I really don't know the internal financials but in the old studios everyone had to get a piece of the pie or there was no use of the property.

I think they don’t run it 24/7 is because it is by and large terrible.

 

[DisneyHead123]

I don’t necessarily disagree, but Disney has libraries upon libraries of Wonderful World of Disney films, the entirety of the Disney Channel libraries, and the first year or two of D+ programming that can be characterized as “a lot of filler and fluff.”

I think the thing about this is that it's quite specialized, while Netflix has many different categories (family movies, documentaries, comedies, romantic movies, etc.)

That said, Disney did acquire Hulu so that may help their offerings.

 

[JoeCamel]

I think they don’t run it 24/7 is because it is by and large terrible.

They can lump a bunch of the schlock together and the fans would eat it up. So many use it as BGM for their kids it really doesn't matter

 

[Andrew25]

Comcast earnings report reflects a pretty decent attendance dip for their parks division - Q2'24 down 11% ($234M) compared to Q2 of last year. Mainly attributed to lower attendance at domestic parks.

I'd imagine Disney is in a similar spot.

 

[Sirwalterraleigh]

Comcast earnings report reflects a pretty decent attendance dip for their parks division - Q2'24 down 11% ($234M) compared to Q2 of last year. Mainly attributed to lower attendance at domestic parks.

I'd imagine Disney is in a similar spot.

…Battlestations

 

[monothingie]

…Battlestations

Well they warned us in the Spring it would be bad. All the spinning and contortions in the world won't be able to hide it.

 

[Sirwalterraleigh]

Well they warned us in the Spring it would be bad. All the spinning and contortions in the world won't be able to hide it.

…and yet…there will be people who don’t believe it. Even from the horses mouth

 

[GhostHost1000]

Comcast earnings report reflects a pretty decent attendance dip for their parks division - Q2'24 down 11% ($234M) compared to Q2 of last year. Mainly attributed to lower attendance at domestic parks.

I'd imagine Disney is in a similar spot.

obviously the fault of the sun (new to florida)

 

[Sirwalterraleigh]

obviously the fault of the sun (new to florida)

…and Tay Tay

 

[monothingie]

…and yet…there will be people who don’t believe it. Even from the horses mouth

I mean all you have to do is have your eyes open when you walk into a WDW Park or a Disney Resorts to get the idea.

 

[GhostHost1000]

…and Tay Tay

it's a cruel summer after all

 

[monothingie]

obviously the fault of the sun (new to florida)

A large chunk of the same people that gave up on Disney, also never made it to Universal.

Universal is not (right now) capable of being a sole destination trip. Disney's woes directly affect Universal as a matter of circumstance.

 

[GhostHost1000]

A large chunk of the same people that gave up on Disney, also never made it to Universal.

Universal is not (right now) capable of being a sole destination trip. Disney's woes directly affect Universal as a matter of circumstance.

Bingo.

 

[Sirwalterraleigh]

I mean all you have to do is have your eyes open when walk into a WDW Park or a Disney Resorts are to get the idea.

…one has to know what they’re looking at…and be mature about what the customers role is in the marketplace

 

[GhostHost1000]

So MCO has set records this summer but Uni and WDW is down in crowds.

Beach and cruise folks or is seaworld and fun spot taking over? lol

 

[Sirwalterraleigh]

A large chunk of the same people that gave up on Disney, also never made it to Universal.

Universal is not (right now) capable of being a sole destination trip. Disney's woes directly affect Universal as a matter of circumstance.

Too much

Nobody not already in the tank is biting on the bill

 

[monothingie]

…one has to know what they’re looking at…and be mature about what the customers role is in the marketplace