ElvisMickey
Well-Known Member
I actually tried to find it on You Tube and it’s not out there from what I can see. Admittedly didn’t spend too much time looking though…might be there somewhere
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News Walt Disney Company plans to spend $17 billion at Walt Disney World over the next ten years
- Thread starter wdwmagic
- Start date
Basil of Baker Street
Well-Known Member
Ah. I guess it's the spin offs. I understand there are a couple of them.
What a bully that man in the orange pants is!!
We've discussed this in other threads (esp. Quarterly reports), but when you look at D+'s expenses and the number of subs it has, there is a price point for the subs at which D+ starts to become profitable. And that price point is less than Netflix's. And Netflix is profitable.
A third party streaming watcher just said Disney didn't really lose people in the last price hike. And ad-supported is only going to grow. Roku and D+ just settled their ad-supported dispute.
Netflix and D+ will be winners.
Apple+ and Prime will continue to be loss-leaders for their deep-pocket owners.
The rest are in serious trouble.
Naplesgolfer
Well-Known Member
I think a case could be made by Disney to Waalstreet for ride expansion based on ILL revenue. They could recoup much of the cost of new rides in 2 years with ILL , then rinse and repeat. They will need to respond to Epic soon due to lead times. They also have a horrible capacity problem in 3 of the 4 parks in WDW.
Drdcm
Well-Known Member
I do wonder how Netflix will fare when they crack down on password sharing. Netflix has lost some of my good will by cancelling so many shows that I like after one season.
As far as Disney+, agree they will likely make it profitable. I just wonder how much it hurts their box office, and if that’s such a big deal anyway.
My fav right now is Apple TV. Hopefully they keep the quality consistent. Since it’s losing money, I’m not optimistic.
KeithVH
Well-Known Member
You musta got into the good drugs . . .
Vegas Disney Fan
Well-Known Member
This is my belief also, I think D+ will eventually be profitable, I doubt they’ll ever make enough to cover lost theater and download/blu-ray revenue though.
We spent more annually on Blu-ray’s than we spend on our D+/ESPN+/Hulu bundle. They are losing $150 in lost sales in one department to make $150 in another department.
Drdcm
Well-Known Member
I know right? We don’t go to the movies much any more because we can just wait until it comes out on Disney+. I might go if it was a movie where the stakes were high and I don’t want it to be ruined, like Star Wars or End Game, but otherwise I can wait a few extra months.
I’m surprised they’re not waiting like a year or more to bring new movies to the platform. Could help boost the box office… not that I want to give them ideas.
Mr Mindcrime
Well-Known Member
Will AJ from DFB be doing a review?
CaptainAmerica
Premium Member
That wasn't the trend though.
You can't compare 2030 Disney+ to 2015 theatrical plus home media plus cable, because theatrical plus home media plus cable were (and are) dying. You need to compare 2030 Disney+ to 2030 theatrical plus home media plus cable.
Sales aren't profit. Once Amazon and UPS and the manufacturers get their cut, Disney isn't making $20 from your DVD purchase.
doctornick
Well-Known Member
I think there could be another survivor if multiple studios merge into one service, kinda like the original concept of Hulu. In fact, I think Hulu could very well be that service if Disney were sell it. Wouldn’t be crazy to see some combo of Comcast/Paramount/Warner Bros Discovery join together at some point.
The number 1 thing to keep in mind is the radical woke communist loving Iger won’t be CEO forever.
The board will be forced to replace him with someone who supports family values instead of encouraging mental illness.
See I can play this game too! Only difference is my post will get deleted, I may even get banned.
It’s sad to see how this changed from a Disney rumor site to the Huffington Post.
2bornot2be
Well-Known Member
I don't understand why we are spending so much time talking about Disney+. Are we. really looking at this number 17 billion.
This enough to build TRON, Guardians, Makeover of World Showcase, Remy's Ratatouille, Mickey & Minnie's Runaway Railway, Toy Story Land, Skyliner, Galaxy's Edge (Smugglers Run & Rise of the Resistance), etc. again multiple times.
This seems to mean a 5th gate to me. Now the big question is will they do it.
This enough to build TRON, Guardians, Makeover of World Showcase, Remy's Ratatouille, Mickey & Minnie's Runaway Railway, Toy Story Land, Skyliner, Galaxy's Edge (Smugglers Run & Rise of the Resistance), etc. again multiple times.
This seems to mean a 5th gate to me. Now the big question is will they do it.
James Alucobond
Well-Known Member
No and no.
DisneyCane
Well-Known Member
You think they didn't dump a bunch of money into the opposition candidate last year?
GhostHost1000
Premium Member
Uh no. To all of that
denyuntilcaught
Well-Known Member
Only call out here is that Prime is an outlier where it's not designed to be directly profitable. It exists to drive Prime subscriptions, which it does to a greater degree than any other Prime benefit. That said, it's a challenge to gauge Prime cost/profit in isolation, in comparison to pretty much any other streamer.