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Old 06-17-2013, 01:34 PM   #16
DanBoris
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Originally Posted by mvk View Post
That was year over year revenue (up 73%) for Parks & Resorts as of last quarter. By contracts, Universal Parks was up only 12% year over year revenue as of last quarter.
That 73% number is deceiving since it was influenced by when the holidays fell this year as opposed to last.
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Old 06-17-2013, 02:31 PM   #17
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Originally Posted by DanBoris View Post
That 73% number is deceiving since it was influenced by when the holidays fell this year as opposed to last.
Surely you don't believe that the entire 73% is due to the placement of Easter on the calendar, do you?
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Old 06-18-2013, 07:13 AM   #18
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I had read that the Easter shift was significant to their revenue numbers but was not the lion's share. I think the 73% was total parks which includes the cruise line I believe. So, one year ago, there was no carsland at DL, and the Fantasy did not sail until mid -April. So the next quarter will be the real indicator. They need to funnel off some people from MK so expanding HS into a true full-day experience is a must for them. CA in California is just amazing and is what HS should be.
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Old 06-18-2013, 07:34 AM   #19
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Originally Posted by jenbeloco View Post
I had read that the Easter shift was significant to their revenue numbers but was not the lion's share. I think the 73% was total parks which includes the cruise line I believe. So, one year ago, there was no carsland at DL, and the Fantasy did not sail until mid -April. So the next quarter will be the real indicator. They need to funnel off some people from MK so expanding HS into a true full-day experience is a must for them. CA in California is just amazing and is what HS should be.




I Totally agree!

If the rumors are true about Star Wars and Cars land and the other changes in DHS, it will show that Disney woke up in making DCA as great as it is and will do the same at DHS.

AKK
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Old 06-18-2013, 08:54 AM   #20
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It seems strange to me, the execs at Disney spent over a billion dollars on the my magic+ as an alternative to engaging in an arms race with the other parks. The whole idea of the magicbands is to maximize existing infrastructure. As DrDisneyMd said, there really isn't an incentive to invest over a billion in rides right now with revenue going up without them. What if the mymagic+ produces even more jumps in spending by customers. I would think that the new system would need to be in place and evaluated before jumping in to new projects.

I would expect to keep seeing additions like the tapas restaurant in Epcot. The most likely thing suggested by everyone is the Star Wars themed restaurant. And some changes with gift shop, carbon freeze, and Jedi academy.

I liked this article from last August. It is very large in scope. I like the idea of moving the Carthay Circle theater to the center of the park. That is a fun rumor filled article.

The Robert Niles article is interesting too. Those are great building blocks of speculation. It will be fun to see what really happens. Although his 2018 timeframe really seems ambitious.
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Old 06-18-2013, 01:14 PM   #21
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Originally Posted by mvk View Post
Surely you don't believe that the entire 73% is due to the placement of Easter on the calendar, do you?
No, but a good portion of it could be. The 1st quarter income for Parks and Resorts was up only 4%.
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Old 06-18-2013, 05:14 PM   #22
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Originally Posted by Kaykool101

I think there is incentive for Disney to make the investment in new lands. For starters, Universal is making huge capital investments in their parks.

You are wrong if you think HP didn't hurt Disney World. It did. And yes, they are having a better year this year because of New Fantasyland, but what happens when Diagon Alley opens next summer? Do you really think vacationers are going to go to Disney with 1 new coaster or Universal with a whole new land and expanded Simpson land? It is going to take another major land expansion or two to get people back to Disney, so I do think the 2015/2016 time frame is realistic.

Also, Disney is now looking for the almighty land where guests will spend added $ for experiences and merchandise. The profit/guest that enters the WWHP is much higher than what Disney is seeing. I believe Disney is looking for a land that will give them that kind of payback.

Is Star Wars, Avatar, or Cars it? I don't know, and I think Disney doesn't either, but they are willing to give it a try and find out.

Further, AK has the lowest admissions of the Disney World parks and in need of an additional land or something to get get those turnstiles moving.

It will be interesting to see. I hope we hear something official soon. D23 Expo, maybe???

If I were going to pick one that I think is the furthest off or the least likely of the 3, it would be Star Wars. And not because I dislike Star Wars. I would love to see a land. But big decisions take time to make, and they only purchased the franchise this year. They might want to see how fans react to the first Disney Star Wars film before they move forward with a concrete investment.

We shall see.
Good perspective with what universal is doing, if universal would annouce another project such as the rumoured Lord of the rings Disney would have to respond in a big way. My thoughts still are sticking with star wars land at DHS and Marvel land at DCA opening in 2020
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Old 06-19-2013, 08:16 PM   #23
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Originally Posted by Moxin View Post
The very history of Disney should alleviate any concerns about them not expanding, and building new attractions. Can you honestly think of any time where they have not been building something new? Disney will continue to push DVC, yes, but that's completely separate from new attractions.
~Yes, after Expedition Everest -- just before Fantasyland or should I say Harry Potter, lol.

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Originally Posted by DanBoris View Post
Not sure where the 73% numbers comes from. Based on the TEA numbers (since Disney doesn't release individual park or resort numbers), WDW attendance is up 3% between 2008 and 2012. By contract Universal Orlando is up 23% over the same period.
~Yes, a 23% increase in attendance demonstrates substantial growth. But, in contrast you would almost have to triple this to match MK's numbers. Also, DCA saw a 23% increase as well, and I didn't think the "Cars" IP could compete on the same level as Harry Potter. This just goes on to prove that when it's all said and done, people just want good attractions.

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Originally Posted by Kaykool101 View Post
I think there is incentive for Disney to make the investment in new lands. For starters, Universal is making huge capital investments in their parks.

You are wrong if you think HP didn't hurt Disney World. It did. And yes, they are having a better year this year because of New Fantasyland, but what happens when Diagon Alley opens next summer? Do you really think vacationers are going to go to Disney with 1 new coaster or Universal with a whole new land and expanded Simpson land? It is going to take another major land expansion or two to get people back to Disney, so I do think the 2015/2016 time frame is realistic.

Also, Disney is now looking for the almighty land where guests will spend added $ for experiences and merchandise. The profit/guest that enters the WWHP is much higher than what Disney is seeing. I believe Disney is looking for a land that will give them that kind of payback.

Is Star Wars, Avatar, or Cars it? I don't know, and I think Disney doesn't either, but they are willing to give it a try and find out.

Further, AK has the lowest admissions of the Disney World parks and in need of an additional land or something to get get those turnstiles moving.

It will be interesting to see. I hope we hear something official soon. D23 Expo, maybe???

If I were going to pick one that I think is the furthest off or the least likely of the 3, it would be Star Wars. And not because I dislike Star Wars. I would love to see a land. But big decisions take time to make, and they only purchased the franchise this year. They might want to see how fans react to the first Disney Star Wars film before they move forward with a concrete investment.

We shall see.
~Hi kaykool, great post. I might need to revisit this post because I think we agree on some points, but I just don't have the time right now. Anyway, I acknowledge what Universal is doing, and it blows me away, while Disney rests on its laurels with their promotion(s) of dining plans, free food and DVC. How long can it last???

~Also, you are incorrect about AK having the lowest attendance, Hollywood Studios has endured a decline in attendance for a few years now. With that said, I am still not convinced that Disney has to "answer" when they've had record breaking profits and attendance.

~How was Disney "hurt" by Universal? I hope Disney feels the impact from Universal's growth but the numbers don't seem to reflect that. Of course, this info predates Harry Potter 2, I'm hoping it's a another huge success for Universal and maybe that will light a fire under Disney. We'll see.
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Old 06-19-2013, 10:40 PM   #24
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Originally Posted by DRDISNEYMD View Post
~How was Disney "hurt" by Universal? I hope Disney feels the impact from Universal's growth but the numbers don't seem to reflect that. Of course, this info predates Harry Potter 2, I'm hoping it's a another huge success for Universal and maybe that will light a fire under Disney. We'll see.
Well, technically Universal owns all the rights to Marvel attractions within some sort of radius of their parks, so in that way you can say Disney is hurt by Universal. :P Wouldn't stop Disneyland from making any Marvel attractions, though!
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Old 06-20-2013, 07:23 AM   #25
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Well, technically Universal owns all the rights to Marvel attractions within some sort of radius of their parks, so in that way you can say Disney is hurt by Universal. :P Wouldn't stop Disneyland from making any Marvel attractions, though!
~Hi Godot! Nice angle, you're a thinker! This is close but not quite -- Disney entered into this agreement with full disclosure and understanding of the limitation(s) involved pertaining to use of the Marvel IP and still moved forward in spite of it. So, I have to assume that the pros far outweigh the cons. The Avengers, Iron Man, Thor and Captain America have all been successful for Disney, not to mention the merchandising associated with the Marvel brand.

~Also, I am not convinced that if Disney had acquired the entire IP free and clear of all stipulations, that they would be looking to invest in the parks. Like I've said before, I don't see much incentive for Disney to invest in WDW parks.

~Harry Potter Starts to Wear Off~

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The spell that Harry Potter cast on Universal Orlando has begun to wear off after two years of spectacular growth in attendance.

The stratospheric jumps in attendance triggered in 2010 and 2011 by the Wizarding World of Harry Potter in Universal's Islands of Adventure theme park eased last year, according to a closely watched industry report on annual park attendance worldwide.

Attendance at Islands of Adventure which added the $265 million Wizarding World in 2010 grew 4 percent in 2012 to nearly 8 million visitors, compared with gains of 30.2 percent in 2010 and 29 percent in 2011.

Last year's growth, while much reduced, was still enough to make Islands the fastest-growing major theme park in Central Florida.

And Universal Orlando has already announced its follow-up act: Next year, the company intends to open a London-themed expansion of Wizarding World, called Diagon Alley, in its Universal Studios theme park next door to Islands.

The growth leader last year among North American theme parks, according to the industry study, was Disneyland's California Adventure, where attendance jumped an estimated 22.6 percent to 7.8 million people.

The Walt Disney Co. recently spent $1.2 billion on renovations there, including the addition of a 12-acre "land" based on the company's "Cars" movie franchise.

Disney's Magic Kingdom remains the most-popular theme park in the world, with an estimated 17.5 million visitors in 2012, up 2.3 percent from a year earlier. Disney's three other Orlando parks each boosted attendance by 2.2 percent, for the following totals: Epcot, 11.1 million people; Disney's Animal Kingdom, 10 million; and Disney's Hollywood Studios, 9.9 million.

The attendance estimates are compiled each year by the Themed Entertainment Association, an industry trade group, and the economics practice of AECOM Technology Corp., a Los Angeles-based conglomerate. Although the estimates are unofficial none of the major theme-park operators publicly discloses annual attendance figures they are widely referenced throughout the business.

The report's authors attributed the North American attendance gains to new spending by theme-park companies.

"It is our view that, given the economic conditions, theme parks have done a good job this year in maintaining single-digit [percentage] growth in major markets," the report concluded. "The market in North America was, this year as last year, driven by major reinvestment at major operators' parks.

"Last year, Orlando led the way with the Wizarding World of Harry Potter at Universal Studios Florida. This year, it was Southern California, with substantial increases at Disney California Adventure (where additions included Cars Land) as well as Universal Studios Hollywood (which added Transformers: the ride 3-D)."

Universal, Disney and SeaWorld Orlando would not comment on the attendance report.

Orlando's other theme parks also had improved attendance last year compared with 2011, according to the report: Universal Studios attendance grew 2.5 percent, to 6.2 million guests; and SeaWorld Orlando attracted an estimated 5.4 million people, up 3 percent.

The only theme park among the top 10 in North America with an estimated decline in attendance: Disneyland, in Anaheim, Calif., where attendance fell 1.1 percent to a little fewer than 16 million people.

Some of Orlando's major theme parks have raised their prices in recent weeks. Universal Orlando increased the cost of its single-day ticket to $92, while Walt Disney World increased the cost of a single day in the Magic Kingdom park to $95 and in its other parks to $90.
~I believe this is *exactly* what Disney was hoping for, but Harry Potter 2, Despicable Me, Simpsons land, Transformers, Jurassic Park Expansion (go Universal!), and new Deluxe Pop Century style resort is making it incredibly difficult for Disney to ignore. So, here's hoping for the best!!!
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Old 06-30-2013, 06:22 AM   #26
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If I were Disney (hehe) I'd be looking at doing Star Wars Land first. If not simultaneously with Avatar Land.

As we know, Avatar was a massive film and there are two more planned.

But Star Wars is almost certainly the biggest movie franchise in history!! Think of how much WWoHP did for IoA... now imagine how many more Star Wars nuts there are compared to Potter Heads!!

That's my opinion. (Sorry if someone else said it - I only read the original post).
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Old 07-05-2013, 05:56 PM   #27
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I think what Cars Land and Star Wars would do is open up WDW more to the Boys age 6 to 16 demographic (and their dads). Which is an area Disney seems to be missing on. I could totally see, if a Cars land and Star Wars Land come to HS, me taking DS to HS while DW and DD hit MK for an extra day.
I would love to see maybe at least a ride or attraction or 2 from some of the more masculine Disney themes, or at least something more gender neutral. I have a 3 1/2 yr old ds who will be almost 4 when we go this October & we're still pretty heavy on the princess stuff (have a 6 year old DD, as well). I think Star Wars, Cars (not really represented at all in Florida), Spiderman, Monsters Inc, or even Toy Story could all provide some really awesome ideas for rides. A Monsters Coaster could be pretty cool, as would some sort of themed character meal featuring heroes and villians. You can build an attraction or 2 and not build a whole land and certainly there's room for that at DHS.
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Old 07-09-2013, 04:58 PM   #28
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Carsland!! Bring it on!

I would much rather see a Carsland than StarWars...
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Old 07-09-2013, 06:38 PM   #29
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I would much rather see a Carsland than StarWars...
If Disney has to choose from making Cars Land OR Star Wars Land in Florida, I believe their best best is to go with Star Wars. They have Cars Land in California.

By building a Star Wars addition at WDW, they would be able to attract audiences to both theme parks with something unique in each.

We have seen in many ways that they do want to have unique experiences at DL and WDW, while much overlaps, it would be good to change it up a bit.
Just one example, they do the Nightmare Before Christmas makeover at the Haunted Mansion at DL, they don't do it at WDW. So, if any of us Floridians want to ever see that, we have to go to DL during the right season.

I do think Disney has to do something to complete with Universal (Harry Potter Expansion).
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Old 11-11-2013, 10:11 AM   #30
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There Will Be More 'Star Wars' at Disney Theme Parks

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Originally Posted by brertoad View Post
If Disney has to choose from making Cars Land OR Star Wars Land in Florida, I believe their best best is to go with Star Wars. They have Cars Land in California.

By building a Star Wars addition at WDW, they would be able to attract audiences to both theme parks with something unique in each.

We have seen in many ways that they do want to have unique experiences at DL and WDW, while much overlaps, it would be good to change it up a bit.
Just one example, they do the Nightmare Before Christmas makeover at the Haunted Mansion at DL, they don't do it at WDW. So, if any of us Floridians want to ever see that, we have to go to DL during the right season.

I do think Disney has to do something to complete with Universal (Harry Potter Expansion).


http://news.moviefone.com/2013/11/09...n-theme-parks/



Quote:
Posted November 9th, 2013 3:00PMby Drew Taylor

Disney Chairman and CEO Bob Iger has been cagey about what, exactly, the theme parks' plans are for the recently acquired "Star Wars" properties. Even at this summer's D23, in the Imagineering pavilion, things were only hinted at without ever being specifically addressed. Rumors persist, however, that both Disneyland in California and Disney's Hollywood Studios in Florida will get major "Star Wars"-themed overhauls, with the Orlando plan going into effect long before the "Avatar"-themed land opens at Disney's Animal Kingdom.

In an interview with Bloomberg Media, Iger at the very least confirms that expansion plans are underway. The use of the word "expansion" is telling, because that implies that the rumors of a "Star Wars" overlay for Disneyland's ailing Tomorrowland section of the park are indeed true, as are the plans to devote a large section of Disney's Hollywood Studios to all things "Star Wars." (If the latter is true, it would handily trump Universal Orlando's Harry Potter stuff.)

"The only thing I can share, which actually I don't think we've talked about much, is there is a fair amount of development going on at Disney Imagineering right now to expand the 'Star Wars' presence in California and in Orlando and eventually in other parks around the world," Iger explained, in his patented political way. He then said that the "Star Wars" theme park plans won't be confined to the continental United States. "We do have 'Star Wars' in other theme parks... I think it's likely that Star Wars will be in more than just our two domestic parks."

So, yes, "Star Wars" will have a much bigger presence in both theme parks, probably bigger in the Orlando park because they have the space (basically the current plans are to have this section wrap around the left side of the park, staring at the giant Sorcerer Mickey's hat and encompassing the area between the '50s Prime Time Café and where Star Tours is now). They also need to woo people away from Harry Potter at Universal. But the "Star Wars" overlay of Tomorrowland will be just as ambitious and ballsy, a way to keep the theme of tomorrow alive by visiting a galaxy long ago and far, far away.

While Iger reiterates that the "Star Wars: Episode VII" shift from the summer of 2015 to Christmas 2015 was to accommodate the changing writers' line-up and give the creative team more time to make the best possible movie, it's not hard to wonder how many attractions and rides could be developed and implemented with that additional time...
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