FY '14 Q1 earnings will be reported Wednesday Feb 5 at around 4:15.
Conference call to follow at 5pm. Listen Here
A preview for you:
Conference call to follow at 5pm. Listen Here
A preview for you:
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TWDC Earnings
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Pixie VaVoom
Well-Known Member
never seen either of them before...wow - Iger looks like he could be selling used cars on any smarmy lot in the US.
Might as well lock this one down now.
Soarin' Over Pgh
Well-Known Member
...You know that feeling when you're about to walk into a meeting with the big bosses of the company, and all the managers underneath, and then a whole slew of coworkers... and you're late to the meeting to begin with, it's already started... and you have to suck it up and crack open that door to go in?
...That's how it felt opening this thread.
I'm actually kinda glad that, thus far, no numbers are posted. Not sure I'll be back to see when they are... not entirely positive I really want to know.
He does look like a used car salesman. LOL
...That's how it felt opening this thread.
I'm actually kinda glad that, thus far, no numbers are posted. Not sure I'll be back to see when they are... not entirely positive I really want to know.
He does look like a used car salesman. LOL
Bolt
Well-Known Member
Kind of surprised Bob hasn't updated his photo in years.
Maelstrom Troll
Well-Known Member
WDWDad13
Well-Known Member
And then he said how bout two fity... I said "what is their sum kinda sale on Loch Ness munchies, magic bands, or something"
I had a graham crunch
Jimmy Thick
Well-Known Member
Prediction...
Disney will post massive profits and people will complain its not going back to the parks even though Disney is spending billions building. There will also be speculation all the profits will be going into the pockets of executives even though that's illegal, it will still be suggested and pursued as fact.
And I will enjoy the price of my stock climbing.
Jimmy Thick- Quick change the sheets, its about to blow...
Disney will post massive profits and people will complain its not going back to the parks even though Disney is spending billions building. There will also be speculation all the profits will be going into the pockets of executives even though that's illegal, it will still be suggested and pursued as fact.
And I will enjoy the price of my stock climbing.
Jimmy Thick- Quick change the sheets, its about to blow...
Matt_Black
Well-Known Member
Hate to break it to you Jimmy, but I don't think anyone's stocks will be climbing, at least not this week. Wall Street's been taking it on the chin.
Jimmy Thick
Well-Known Member
Depends on the earnings reports, you never know buddy.
Jimmy Thick- Gotta stay positive, whooo whoa whoa.....The Hold Steady!!!
DisneyFan 2000
Well-Known Member
I think we will be seeing a stock climb, but unlike our friend Jimmy here, I have no doubt that it won't be due to domestic parks & resorts' contributions. I'm betting a good year in movies (Lone Ranger aside), that probably led to a climb in merchandise sales, added with stable revenues from ESPN etc, will tip things in favor of the company. To prove Disney World is currently run efficiently and well by showing stock prices means almost nothing.
Genie of the Lamp
Well-Known Member
Deutsche Bank analyst Doug Mitchelson estimates Disney P&R earnings for Q1 2014 Fiscal year:
Deutsche Bank analyst Doug Mitchelson wrote in a research note to investors this week that investment returns and profit margins in Disney's theme park business "have been more difficult to forecast" recently. "So far, Universal's investment expansion under Comcast has grown the market and not hampered Disney's business. The expansion of Harry Potter at Universal in Florida opens in June, with two new rides in addition to new stores and new restaurants, providing incremental competition," Mitchelson wrote. "The key will be the impact of Disney finishing phase 3 of the Fantasyland expansion…and MyMagic+ being fully rolled out". Mitchelson estimates that earnings before interest and taxes at Disney's parks-and-resorts division grew 10 percent during the October-through-December period, which he termed a "normal" quarter for the business.
Deutsche Bank analyst Doug Mitchelson wrote in a research note to investors this week that investment returns and profit margins in Disney's theme park business "have been more difficult to forecast" recently. "So far, Universal's investment expansion under Comcast has grown the market and not hampered Disney's business. The expansion of Harry Potter at Universal in Florida opens in June, with two new rides in addition to new stores and new restaurants, providing incremental competition," Mitchelson wrote. "The key will be the impact of Disney finishing phase 3 of the Fantasyland expansion…and MyMagic+ being fully rolled out". Mitchelson estimates that earnings before interest and taxes at Disney's parks-and-resorts division grew 10 percent during the October-through-December period, which he termed a "normal" quarter for the business.
danlb_2000
Premium Member
Quarterly report is out:
http://thewaltdisneycompany.com/sites/default/files/reports/q1-fy14-earnings.pdf
http://thewaltdisneycompany.com/sites/default/files/reports/q1-fy14-earnings.pdf
From Jason Garcia (on Twitter):
Jason Garcia @Jason_Garcia 14m
Domestic growth entirely a product of guest spending -- higher ticket prices & increased food/souvenir spending. No mention of attendance.
ABQ
Well-Known Member
Well, Iger's vague statement on CNBC was "Record attendance at WDW" no specific information. Though he did also state as Garcia does, big spending. But attendance was briefly mentioned, unlike Garcia's tweet.
That was one of his tweets about the announcement. He later went on to post about Iger's comments on attendance for fiscal 2013 overall, but that there was no discussion of it in the press release. Here's his first article on the report:
http://www.orlandosentinel.com/business/os-disney-first-quarter-earnings-20140204,0,4577346.story
asianway
Well-Known Member
Pure blue ocean.
danlb_2000
Premium Member
If you go back through the quarterly reports you will see a point a few years ago where Attendance was mentioned first, then guest spending switched to guest spending being mentioned first, then attendance.