Jrb1979
Well-Known Member
While pricing people out.
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News Disney’s Q1 FY26 Earnings Results Webcast
- Thread starter DCBaker
- Start date
lentesta
Premium Member
Those occupancy numbers are impressive.
Q: Are you really utilizing all the Disney IP compared to other streamers? And what's the DTC trend?
A: Bob... the WBD situation should be a warning. We avoided that situation by buying 20CF and prioritizing streaming.
And look at all our franchise movies! E.g. Zootopia 2 and Avatar Fire and Ash.
And we're utilizing IP in the parks.
We're not going to buy more IP. We got plenty.
Hugh: Subs are up, especially bundling.
A: Bob... the WBD situation should be a warning. We avoided that situation by buying 20CF and prioritizing streaming.
And look at all our franchise movies! E.g. Zootopia 2 and Avatar Fire and Ash.
And we're utilizing IP in the parks.
We're not going to buy more IP. We got plenty.
Hugh: Subs are up, especially bundling.
Q: Domestic parks... how is WDW doing? Bookings indicators? What about looking at 2027? DOUBLE DIGIT GROWTH?????
A: Hugh... WDW doing good compared to past year with the hurricane.
bookings are up 5%
No change on future indication.
A: Hugh... WDW doing good compared to past year with the hurricane.
bookings are up 5%
No change on future indication.
Jrb1979
Well-Known Member
They said that many times in past calls.
Q: What would you want your successor do for long term growth.
Re: NFL, what's up?
A: Bob... thanks for pointing out growth moves we made. CEO job is looking to future growth possibilities. We're expanding all segments.
Re: NFL. It's all good.
Re: NFL, what's up?
A: Bob... thanks for pointing out growth moves we made. CEO job is looking to future growth possibilities. We're expanding all segments.
Re: NFL. It's all good.
Q: DTC stuff.
A: Bob... we made DTC profitable. Made global content. Advanced usage features. Bundling Hulu and ESPN has reduced churn. Full integration at the end of calendar year.
A: Bob... we made DTC profitable. Made global content. Advanced usage features. Bundling Hulu and ESPN has reduced churn. Full integration at the end of calendar year.
So Christmas underperformed…again.
Q: What's up with user-generated vertical creation on DTC.
Bob: We can use a curated user-generated (like is already being done on ESPN) feature for "engagement!"
Bob: We can use a curated user-generated (like is already being done on ESPN) feature for "engagement!"
JD80
Well-Known Member
Q: <mumbles> ... <mumbles>
A: Bob.. Spending on content led to giving creatives more authority and accountability. What the successor will do is unknown.
Hugh... We went from DTC being a quarterly loss of over a billion, to now big profit.
A: Bob.. Spending on content led to giving creatives more authority and accountability. What the successor will do is unknown.
Hugh... We went from DTC being a quarterly loss of over a billion, to now big profit.
Q: Entertainment segment... can we get to DOUBLE DIGIT GROWTH!!? Also DTC questions.
A: Hugh... TV expense high to bringing to market 2 new shows.
Also, expense of new IP movies.
A: Hugh... TV expense high to bringing to market 2 new shows.
Also, expense of new IP movies.
Bob adds to previous question...
The big movies lead to making DTC more profitable. Even putting out a new IP movies makes growth in DTC happen from people watching the earlier movies of the franchise.
The big movies lead to making DTC more profitable. Even putting out a new IP movies makes growth in DTC happen from people watching the earlier movies of the franchise.
Q: Sora timing? How's the parks doin?
A: Bob... what we've said about Sora is all there is to say now.
Hugh... international attendance not that fantastic, and so, we're focusing on domestic.
A: Bob... what we've said about Sora is all there is to say now.
Hugh... international attendance not that fantastic, and so, we're focusing on domestic.
Q: About entertainment.
A: Hugh... we manage entertainment as a whole: movies, TV, streaming.
Users are pivoting from one to another (cord cutting).
We're pushing content to all venues.
A: Hugh... we manage entertainment as a whole: movies, TV, streaming.
Users are pivoting from one to another (cord cutting).
We're pushing content to all venues.
Q: to Bob... you originally said long ago, that parks were the least profiting, now, most profiting. Years from now, will that be the same?
A: When I first became CEO, the RoI in parks wasn't very good. But IP franchise has helped. It gave us confidence of achieving returns in investing in park expansion with those franchises. And so now, very bullish on park expansion because its RoI is the best segment now.
But entertainment is also growing in RoI, so its unclear which will be the most profitable in the future.
A: When I first became CEO, the RoI in parks wasn't very good. But IP franchise has helped. It gave us confidence of achieving returns in investing in park expansion with those franchises. And so now, very bullish on park expansion because its RoI is the best segment now.
But entertainment is also growing in RoI, so its unclear which will be the most profitable in the future.
No announcement of who will be next CEO.
You know that they keep building new DVC/hotels, right?
NotCalledBob
Well-Known Member
I wonder how long they will keep us hanging on the CEO announcement now.
It's amazing that they can keep selling out every Christmas party nights in two parks with that ever-decreasing holiday attendance you keep track of.