It probably stems from the fact that I have asked for objective data supporting conclusions multiple times in this thread. You just replied -- without irony -- with unsourced, undocumented "buzz inside the company." And that bit of gossip must ignore the fact that the fraternal twin of Disney Genie+, MaxPass, has been in place since 2017 to be anything other than a sandcastle in the wind.
The reality here is that Disney would face SEC charges if it lied during earnings reports. Its glee over the financial success of Disney Genie+ is tangible in those conversations. When we talk Disney here, I'm only interested in data and facts. Those are the ones we have. I encourage anyone here who disagrees to present those. They would advance the conversation. "Buzz inside the company" doesn't.
The person who said they worried that Disney had proven it could do just fine with worse customer service stated something accurate. That's a viable concern given the immediate success of DG+. Arguments that it's failing, on the other hand, are gonna need some documentation.
For someone who's only interested in "data and facts", you sure do like to editorialize. It's clear you're reading my posts selectively, so unless you choose to reply in better faith this will be my last time responding to you.
I'm not sure what sort of source you reasonably expect for something like "buzz inside the company". Keep in mind that we're on a News and Rumors site, so don't look so shocked that some rumors filter in amongst the news. But as I already stated, their public actions are consistent with the position that I (and other, noteworthy, vetted posters on this board) am offering, and are
not consistent with yours. Genie+ is
currently making them money hand over fist, yes, but if they had no qualms about that they wouldn't be changing its processes starting June 8th.
Never said a word about earnings calls, and I certainly never suggested they're lying in them, so you can set that strawman in the field where it belongs.
I've agreed that the program is currently making them more money than they expected. What
isn't true, and is harder to quantify with "data and facts", since a company like Disney will never admit it publically in plain language or offer data to the point, is that this comes without qualification. There is a BIG asterisk next to the current success of Genie+, because GSATS are in the toilet. Guests may buy it once, having never tried it before and thinking it will make their trip, and in its relative infancy at this resort the honeymoon phase is in effect. But many, many guests who've purchased it are offering feedback that suggests they will not buy it again as it currently runs, and it's so bad that Disney foresees that effecting whether or not guests even book trips to WDW in the future. Do I have tangible data on the feedback that I can share on this website? No. But ask yourself if Disney would kneecap a money-printing operation by limiting use if guests' feedback was that it was perfect and they'll gladly buy again.
That issue isn't necessarily the same in California, as I've said, and it's perfectly possible that the system as implemented there offers a different level of success than the one implemented in Florida. There are a thousand reasons that can be true. The product is similar and the markets are different. MaxPass' success or failure is pretty irrelevant to this conversation. Plenty of programs Disney has offered before have thrived at one resort and floundered at another.
Which is why starting June 8th the program will be running differently at WDW. Not sure what's not objective about that point. Disney's making major changes to their program because it's working so well? Because they want to make less money for the fun of it? No. They see the bigger picture and are planning accordingly.
You can choose to believe what I'm saying about what's happening on the inside, or you can choose not to, that's fine. But it's really silly to say things are going one way when the company's actions plainly indicate the opposite. It can be making them millions today while also casting a long, dark cloud over the future. One where Disney still wants to be in business.
