What will Disney announce for Disney World at the 2022 D23 expo?

[Sirwalterraleigh]

Sept 11th at 1030 am

That’s about the worst time I can think of? Why not 8:30 EST during the ceremony/speech?

 

[the_rich]

The problem is they now throw everything into the same pot…thanks to “strategic reorganization”

If this was 10 years ago and they said $6,000,000,000 for “parks and resorts”…there was little ambiguity on how to BS that number.

This could be for racks at Target…for all we know

In 2019 they spent 4.9 billion, 4.1 billion went to the parks. So could be close to 5 billion.

 

[CalebS]

That’s about the worst time I can think of? Why not 8:30 EST during the ceremony/speech?

So that less people see their disappointment?

 

[the_rich]

That’s about the worst time I can think of? Why not 8:30 EST during the ceremony/speech?

Well I'm not sure if that's pst or est

 

[DCLcruiser]

The problem is they now throw everything into the same pot…thanks to “strategic reorganization”

If this was 10 years ago and they said $6,000,000,000 for “parks and resorts”…there was little ambiguity on how to BS that number.

This could be for racks at Target…for all we know

Lol, I would hope that Target builds/owns the racks and Disney just supplies the goods.

But I get your point. It is a large umbrella. I am all for more DCL ships and the LP project, but I need expansion at WDW. Give us more World Showcase rides (not movies). So many country based rides are possible.

 

[the_rich]

That’s about the worst time I can think of? Why not 8:30 EST during the ceremony/speech?

It's also a Sunday so it's not like people will be busy at work. Going to be pretty easy to watch.

 

[GhostHost1000]

Disney will announce some things. We’ll all get excited. Then when we get the delivered product in 4 years it’ll have been scaled down significantly or cancelled completely. Rinse and repeat for next years D23

 

[Sirwalterraleigh]

Lol, I would hope that Target builds/owns the racks and Disney just supplies the goods.

But I get your point. It is a large umbrella. I am all for more DCL ships and the LP project, but I need expansion at WDW. Give us more World Showcase rides (not movies). So many country based rides are possible.

If I were to believe that number…and again, they’re nothing stopping chapek from lying about it…I’d say at least half would be gobble up by cruiseline…
Also remember that Paris is in that basket now too.

As always…I hope i’m wrong. A nice investment in Florida is needed - as always

 

[Sirwalterraleigh]

Disney will announce some things. We’ll all get excited. Then when we get the delivered product in 4 years it’ll have been scaled down significantly or cancelled completely. Rinse and repeat for next years D23

So no Brazil?

 

[GhostHost1000]

So no Brazil?

Not sure, but I bet we’ll see a new popcorn bucket soon

 

[DCBaker]

Well I'm not sure if that's pst or est

10:30am PT.

 

[DCLcruiser]

A Boundless Future: Disney Parks Experiences and Products
Sunday, September 11, at 10:30 a.m., Hall D23
Disney Parks, Experiences and Products Chairman Josh D’Amaro will take to the Hall D23 stage for A Boundless Future: Disney Parks Experiences and Products to share a look at new details of highly anticipated projects in development around the world. The fan-favorite presentation is sure to feature see-it-here-first moments and special surprises.


I really hope this is not mostly about the metaverse. "Boundless" makes me worried.

 

[Sirwalterraleigh]

In 2019 they spent 4.9 billion, 4.1 billion went to the parks. So could be close to 5 billion.

Anyone remember on what?

Was it stuff announced in 2016/17??

My memory is fuzzy…probably have long haul

 

[peter11435]

If I were to believe that number…and again, they’re nothing stopping chapek from lying about it…I’d say at least half would be gobble up by cruiseline…
Also remember that Paris is in that basket now too.

As always…I hope in wrong. A nice investment in Florida is needed - as always

The six billion in capex was mentioned as being an annual number. The two new ships and island would eat up half of one year of that.

 

[peter11435]

Take whatever they "say to investors" with a grain of salt (this goes for all companies on the planet). Their job is to paint a great picture, give investors confidence, etc.

Lying to investors is generally a bad idea. If you want to mislead them to make them happier you aren’t going to inflate your expenses. If anything they would tell investors a lower number.

 

[Sirwalterraleigh]

The six billion in capex was mentioned as being an annual number. The two new ships and island would eat up half of one year of that.

We’ll see…

I hope I’m not calling you “mr. too much faith” afterward.

 

[Dan Deesnee]

The six billion in capex was mentioned as being an annual number. The two new ships and island would eat up half of one year of that.

Shopping with the other parks globally getting big expansions like Frozen Land, Zootopia, etc.

 

[peter11435]

Shopping with the other parks globally getting big expansions like Frozen Land, Zootopia, etc.

Both of which were announced years ago and are already nearing completion and TWDC is not responsible for their entire construction costs.

 

[Sirwalterraleigh]

Lying to investors is generally a bad idea. If you want to mislead them to make them happier you aren’t going to inflate your expenses. If anything they would tell investors a lower number.

“Lying” might not be a good idea.

However double talk is damn near lauded on Wall Street.

So if Bob tells everyone that people can’t help but to throw money at them for old stuff that costs nothing now…then a paragraph later says “so we’re gonna blow some cash on it”…

Is duplicitous at best. Life is nuance.

They may “spend” $6 billion but it could yield nothing new at all to parks fans. Deliberate ambiguity.

 

[SirLink]

A Boundless Future: Disney Parks Experiences and Products
Sunday, September 11, at 10:30 a.m., Hall D23
Disney Parks, Experiences and Products Chairman Josh D’Amaro will take to the Hall D23 stage for A Boundless Future: Disney Parks Experiences and Products to share a look at new details of highly anticipated projects in development around the world. The fan-favorite presentation is sure to feature see-it-here-first moments and special surprises.


I really hope this is not mostly about the metaverse. "Boundless" makes me worried.

Nah "Boundless" is a just a fancier word than saying Unlimited. In reality its probably projects they can clone 10 times around the world from either just the guts i.e tech and change themes or the exact same IP & tech combo.