I hate to say it, but the next big thing for WDW comes in the form of a wrist band. They pretty much spelled it out on the call that they think NextGen will keep guests on property. As @
Lee said, the battle lines are drawn. NextGen vs Uni expansions. It will be interesting to watch for sure.
Based on the numbers and spin from Iger and crew they really think FLE is doing well for WDW. Is this good news or bad news? On one hand if FLE is a success they could again rest on their success and not do much more for a while. On the other hand maybe FLE and Carsland success leads to further expansion. I think based on what Uni is rolling out the Orlando tourism pie is going to grow. The question is how bigs slice is Disney looking for and how much are they willing to spend to get it.