News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

[JD80]

Incentives are offered all the time. But do you know of any incentives that come back and lower more than half unless the demand is already there.

If WDW came out with a ticket or hotel price that is half the price of what the incentive was last year, what would you know?

Subscribers up does not mean the demand is. The difference is if the demand is up, you don't have to offer as much incentive, and you certainly don't offer better ones than before.

You said prices have consistently gone up. Not true.

Ok bud.

 

[JD80]

It's easy to have higher revenue when you're not filming anything due to a strike

The strike was May through September.
D+ revenue for Q3 was 2.158B (+0.8M core subs) and Q4 2.263B (+7M core subs). If the strike had any impact on revenue you would see a decrease.

Not sure where you're getting your guess work form.

 

[Jrb1979]

The strike was May through September.
D+ revenue for Q3 was 2.158B (+0.8M core subs) and Q4 2.263B (+7M core subs). If the strike had any impact on revenue you would see a decrease.

Not sure where you're getting your guess work form.

It's not guess work. During the strike nothing was being filmed so if anything it made revenue higher

 

[JD80]

It's not guess work. During the strike nothing was being filmed so if anything it made revenue higher

That has nothing to do with revenue.

 

[Jrb1979]

That has nothing to do with revenue.

Your right. I read it wrong. IMO revenue mainly up due to price increase and less on the amount of subscribers.

 

[monothingie]

The strike was May through September.
D+ revenue for Q3 was 2.158B (+0.8M core subs) and Q4 2.263B (+7M core subs). If the strike had any impact on revenue you would see a decrease.

Not sure where you're getting your guess work form.

What happens to costs when they’re not making anything?

 

[Sirwalterraleigh]

Anyone have insight or thoughts on these new board picks?

..:yeah…it’s part of strategy to avoid being ousted…

Same as the last 375 days of “moves”

 

[monothingie]

In fiscal 2022, DTC revenue was $18 Billion.

In fiscal 2023, DTC revenue was $20 Billion.

The net loss for DTC has gone down every quarter for the past four quarters.

Please stop trying to make the case that somehow Disney's streamers are failing. Not true.

So success means you only loose the equivalent of 1.5 cruise ships a year instead of 3?

They added an ad tier to increase ARPU and heavily discounted the ad tier. How long before this plateaus? Until they reign in the cost of content production, it’s still just rearranging the deck chairs on the Titanic.

 

[HauntedPirate]

Anyone have insight or thoughts on these new board picks?

Noted #1 Disney expert in the world, Sean Nyberg, thinks these are the greatest picks in the history of the company.

 

[Nubs70]

The strike was May through September.
D+ revenue for Q3 was 2.158B (+0.8M core subs) and Q4 2.263B (+7M core subs). If the strike had any impact on revenue you would see a decrease.

Not sure where you're getting your guess work form.

Are we citing Gross or Net Revenue??

If we are citing Net Revenue,

Unionized labor input was $0.00.

 

[JD80]

Your right. I read it wrong. IMO revenue mainly up due to price increase and less on the amount of subscribers.

It's both.

 

[JD80]

What happens to costs when they’re not making anything?

What does costs have anything to do with the total money coming in?

 

[JD80]

Are we citing Gross or Net Revenue??

If we are citing Net Revenue,

Unionized labor input was $0.00.

The only impact the strike could have on revenue is people unsubscribing from the service because of reasons like not enough content or not like the way Disney was handling the situation.

I wrote that poorly, but that was my point.

 

[monothingie]

What does costs have anything to do with the total money coming in?

The OP meant net revenue. Revenue offset by cost.

 

[monothingie]

It's both.

It’s neither. Disney was giving away ad tier level subscriptions for $3. Hence the bump in subscriptions q3/4. They do not want premium tier subscriptions.

D+ needs as many subscribers at the ad tier as possible to the point that they’ll give it away as a loss leader just to get that ad revenue. Of course there is an upper limit to this.

 

[Sirwalterraleigh]

We’re also forgetting the studios lost the battle to the writers and actors…so costs are going to go up if they shoot a single frame

And there’s a shortage of material…and the customers are indebted up to their eyes



…and there are no cats in America and the streets are paved with cheese

 

[celluloid]

In fiscal 2022, DTC revenue was $18 Billion.

In fiscal 2023, DTC revenue was $20 Billion.

The net loss for DTC has gone down every quarter for the past four quarters.

Please stop trying to make the case that somehow Disney's streamers are failing. Not tru

Irrelevant to what I stated.

 

[co10064]

Anyone else surprised by Iger's comments today?

"(Our) creatives have lost sight of what their job should be: entertain first, not messages."

Seems like a surprisingly blunt way of saying their DEI mission has not been well received.

 

[Brian]

Anyone else surprised by Iger's comments today?

"(Our) creatives have lost sight of what their job should be: entertain first, not messages."

Seems like a surprisingly blunt way of saying their DEI mission has not been well received.

You have said the actual truth.

 

[Squishy]

Anyone else surprised by Iger's comments today?

"(Our) creatives have lost sight of what their job should be: entertain first, not messages."

Seems like a surprisingly blunt way of saying their DEI mission has not been well received.

Sounds like he's just given up, he's gonna ride it out the best he can till his contract ends in 2026 and let the new person deal with the mess.