Tigger1988
Well-Known Member
You spend an entire week just going to water parks? You realize that's the exception and not the rule right? The vast majority are not going to Orlando with the sole intention of going to a water park.
-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
The Spirited Seventh Heaven ...
- Thread starter WDW1974
- Start date
Plenty visit the big three in a week's time, certain surveys show, when in OTown over the summer. Obviously the shell dwelling WDW hotel goers would never consider going off of property, though.
GoofGoof
Premium Member
Theme Parks are a much less material part of Comcast's business so they get a lot less focus from Wall Street. Comcast is also a bigger company (almost 50% larger by revenue) so can absorb larger investments without moving the needle. Recent positive returns on theme park investments have received some positive comments from the Street but generally there is not a lot of talk of theme parks. It's really a double edged sword for Comcast's theme park division. On one hand you are not under the magnifying glass as much and you aren't expected to be a major contributor to cash flow for the overall company. That gives you some freedom to spend on longer term projects and some cushion if things go a little wrong. On the flip side if Comcast's core business hits some bumps and the dreaded consultants come in to "fix things" one of the classic suggestions is to sell off non-core businesses (especially those with high capital costs) and use the cash gained to pay down debt or buy back shares to boost the stock price. Even if they aren't sold the well can dry up pretty easily for the Theme Park division if they hit a speed bump.
Disney on the other hand still earns almost a third of its revenue from P&R and there is a much higher focus on results for the division. This can be a big positive when you want to build a new cruise ship or redo DCA or build another park in China. You can point to your healthy P&R results and gain support for those types of investments. On the flip side Wall Street likes to see steady cash flows and year over year growth for the division which can be a driver of bad long term planning and focus on short term gains like price increases or cost cutting.
Comcast:
Total Revenue $64.7B Theme park $2.2B 3.4% of revenue
Total Operating income $21.4B Theme park $1.0B 4.7% of operating income before depreciation
Disney:
Total Revenue $45.0B P&R $14.1B 31.3% of revenue
Total operating income $10.7B P&R $2.2B 20.6% of revenue
ChrisFL
Premium Member
I don't want to repeat what Mike S. posted, but...I will anyway...DisneySea...possibly the best theme park ever made and I think Walt would have been especially surprised and pleased by it.
PhotoDave219
Well-Known Member
I hate Star Wars rumors.
GoofGoof
Premium Member
Have you heard anything about Indy closing to make room for SW Land? I read somewhere Indy will be closed by the end of this fiscal year
Goofyernmost
Well-Known Member
I don't know the financial arrangement in Japan, but, I don't think it was a huge amount of Disney's money that built that.. no wall street restrictions. Could be wrong! Not to mention since this was a WDW thread, that is what I was talking about. What happens internationally is not something that I follow because, I have no intention of ever seeing it in person.
lazyboy97o
Well-Known Member
None of Disney's money paid for the expansion of Tokyo Disneyland into the Tokyo Disney Resort. Disney instead profited from the massive spending because the Oriental Land Company must hire Walt Disney Imagineering and built and operate to standards now disregarded by Disney themselves. So while The Walt Disney Company was hacking away at Disney's California Adventure and not intervening in the guaranteed boondoggle that has been the Walt Disney Studios Park, they were saying that in Japan there needed to be more so that it could live up to Disney's standards. If it was their money, Disney would say that Tokyo DisneySEA is an unwise proposition and its maintenance budget unnecessary.
PhotoDave219
Well-Known Member
Have you heard anything about Indy closing to make room for SW Land? I read somewhere Indy will be closed by the end of this fiscal year
Some stripper told me that Iger gave up all the details when he was in the back room
bhg469
Well-Known Member
No sense in the champagne room.
Yes I know those aren't the words but it's also true.
PhotoDave219
Well-Known Member
No, if you tip enough... You can have it all
OK, I interrupt this Happy Jason Surrell is Gone Day with something that's on my mind: namely Star Wars Land as it has come to be known in the fan community.
Look, I get it. I get that UNI is showcasing Diagon Alley and Potter 2.0 to the press this week. I get that Jimmy Fallon is taping the Tonight Show in O-Town in June because it matters that much to Comcast. I get that UNI is so twitchy about any info being leaked (even TM previews) that they have gotten nasty with multiple folks. I get that Disney is desperate for attention this week and has nothing to , nothing to draw the attention away from where it rightly belongs.
But understand this: I won't be used by The Mouse.
All this convenient chatter about SW and about things happening at TPFKaTD-MGMS, all the notes in my in-boxes, the phone messages. Cut the BS.
I won't put my cred on the line, I won't help Disney draw eyes UNLESS someone here (who is reading, not necessarily posting) gives me proof beyond the pale that shows something SW related is happening at WDW before 2018 or 2019. You worried about your job(s)? That's laughable. The only ones losing jobs at Disney, right now, seem to be folks who screw around with fans on the Internet when they should be paying attention to their spouses and newborns. No one is going to get fired for leaking something to me when I have a 100% track record in protecting sources and where info comes from.
But again, enough of the BS. Nothing is happening on the SW front beyond 4-5 years from now UNLESS you have proof and you're willing to give it to me. Otherwise, I am not aiding Disney in trying to steal a little online thunder from UNI as they prepare to open the most important theme park product to hit O-Town this century.
Don't bother me unless you've got proof that you are willing to cough up. Go play with the Twits and the Social Media Whores and BRAND advocates instead.
A little trust does go a long way. Think about it.
Look, I get it. I get that UNI is showcasing Diagon Alley and Potter 2.0 to the press this week. I get that Jimmy Fallon is taping the Tonight Show in O-Town in June because it matters that much to Comcast. I get that UNI is so twitchy about any info being leaked (even TM previews) that they have gotten nasty with multiple folks. I get that Disney is desperate for attention this week and has nothing to , nothing to draw the attention away from where it rightly belongs.
But understand this: I won't be used by The Mouse.
All this convenient chatter about SW and about things happening at TPFKaTD-MGMS, all the notes in my in-boxes, the phone messages. Cut the BS.
I won't put my cred on the line, I won't help Disney draw eyes UNLESS someone here (who is reading, not necessarily posting) gives me proof beyond the pale that shows something SW related is happening at WDW before 2018 or 2019. You worried about your job(s)? That's laughable. The only ones losing jobs at Disney, right now, seem to be folks who screw around with fans on the Internet when they should be paying attention to their spouses and newborns. No one is going to get fired for leaking something to me when I have a 100% track record in protecting sources and where info comes from.
But again, enough of the BS. Nothing is happening on the SW front beyond 4-5 years from now UNLESS you have proof and you're willing to give it to me. Otherwise, I am not aiding Disney in trying to steal a little online thunder from UNI as they prepare to open the most important theme park product to hit O-Town this century.
Don't bother me unless you've got proof that you are willing to cough up. Go play with the Twits and the Social Media Whores and BRAND advocates instead.
A little trust does go a long way. Think about it.
I think his best work was largely as a self-promoter, not that it is something unusual in the business.
But really, he must have known he wasn't long for WDI when Kathy came to Florida and Scott Trowbridge was put in charge of the newly formed SW Design Studio. Perhaps that's why he decided to go crazy on the Twitter ... oh, and here too (I was on holiday and missed all that fun!)
You won't be right about any fifth gate in the next decade ... or two. After that, who knows if there will even be life left on the planet? I won't go that far out.
And Marvel park? Are you talking about the one proposed for Anaheim or Paris? They were just blue skied ... nothing beyond.
GoofGoof
Premium Member
He was posting here too? Was he the guy with the duck?
bhg469
Well-Known Member
I truly believe they are allowing this news to try and steal the uni thunder.. it does make sense and I am looking forward to my next florida work trip exclusively for that park.
No, it is not. And as someone who has worked in China multiple times, and hopes to again, I ... ... let's just say it is something you need to do with your eyes fully open. I am not at all sure this is the case with Disney.
I do enjoy when fans talk about the park/resort being built in Shanghai being Disney's because that most assuredly is not how the Chinese leadership views it. They view it as THEIR park. And it is. ... Bob Iger hasn't been seen in a photo out at the site yet, neither has Tom Staggs, or Jay Rasulo. The three most powerful execs of the company and they haven't been seen in publicity materials out there. Only ex-Disney head Michael Eisner on a personal visit Tweeting a few pics. Why is that? Simply put, they are afraid to be seen at SDL without the explicit approval of their Chinese overlords. You may not see them there until the week before the opening.
There are a lot of risks opening a resort in the mainland, and I am not talking at all about popularity. I am sure the park will be quite popular. But this is a company that has struggled entering new markets (or even with a new product like cruise line, which struggled in numerous areas out of the gate in the 90s) and China is very tough.
It will be interesting to see what lessons, if any, Comcast learns with its planned venture in Moscow.
Last edited:
Quite accurate. But folks often confuse economics with the rule of government. The Chinese are zealous capitalists ... but that should not be confused with anything else.
I once said ''be careful what you wish for'' to the former head of TWDC. I'd say the same to the current (not that he'd take my calls or allow me to get within 100 feet of him!) head of the company as well.
Not at all true. Urban/Internet/CM/Fanboi/Lifestyler myth.
Yes. Don't you know that TWDC is a business?
I'm just wondering what people thought it was for its entire 20th century existence, including while under its founder?
But only in the last 15 or so years has Disney literally been so hellbent on making analysts happy on a daily basis.
When you stop wondering what is the right move to grow our business for long term health and instead the question becomes ''what will make Richie Greenfield say nice things about us today?'' you have a problem. A fundamental, systemic problem.