I think this thread may have jumped the gun on the timing, but I hope people dont think that because they havent heard of any layoffs during the earnings call that things are OK. Orlando right now is like when Cassian and Jyn are on Jedha in Rogue One and he says, "this town, its ready to blow"
Lots of desolate spots around town and lots of people who were "furloughed" starting to get letters telling them their job is going *poof*
Layoffs are coming, if they haven’t already occurred. As the OP suggested, there’s enough bloat that some cuts will be “good” for the company by adding efficiency and decreasing redundancy or extraneous work (of course those are still real people losing their jobs so it’s not rosey for everyone). The layoffs will affect the park staff though attrition from the College Program and International CMs will help lessen the impact on total number of “regular” CMs in Orlando.
I think where the OP’s message seems to have gone astray is in terms of the “precarious” financial situation of the company and/or the impact on Iger’s status and his legacy. At least based on the quarterly report, the company seems to be managing fine and will be able to weather the storm of the pandemic for a while. I see little indication that the company is viewed as mismanaged or “in trouble”