AP sales…

[Ms Bibbidi]

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[bwvBound]

as families tighten their belts, Disney+ will be first to go along with other streaming services

Our "first to go" was AT&T's DirecTV Stream (aka DirecTV NOW) as of this month. Our account was a "day 1" grandfathered account ... but the price increases were really bugging me. (We started at $35/m and are now at $80/m -- no, thank you.)

Of our streaming subscriptions, I suspect Amazon Prime Video will be the very last to go as it Prime Video is a "free add-in" to the general purpose Prime subscription ... and has some really great content. I'd easily give up Apple TV -- but it lumped into the useful Apple One package ... so we have neither option nor need to cut it.

D+? Not sure. We purchased the 3yr pre-paid subscription through D23 before the service launched ... and are watching to see what options are offered to re-up this fall. It isn't my favorite ... but it far more enjoyable than Apple TV!

 

[nuhusky123]

The reason why I said streaming services are at risk is because they are a luxury not necessity. If families struggle to pay bills luxuries are just that, a luxury


problem For Disney is Disney+ is propping up the stock in a big way. If Disney+ sheds subscribers like Netflix, Disney stock will be in free fall

 

[Leight19]

For me if money gets tight I’m more likely to cut out going out and other things then cutting streaming. Relatively speaking, streaming services are a very cheap entertainment cost compared to other things my family does. That said, I find myself rarely watching Disney plus these days and may cancel anyway once our prepaid time expires.

 

[AnnaKristoff2013]

It appears the Disney board is likely to renew Chapek’s contract within the next month. Several articles on the internet.

Yes, if this isn’t a full-throated endorsement of how he manages the parks, and his general disdain towards his most loyal customers, I don’t know what is.

 

[Ms Bibbidi]

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[Marionnette]

Yes, if this isn’t a full-throated endorsement of how he manages the parks, and his general disdain towards his most loyal customers, I don’t know what is.

Pete had a different take on it during yesterday's DIS Unplugged podcast. He felt that if the board was truly happy with Chapek, there would be no need for a public endorsement. They would have renewed his contract by now instead.

 

[Ms Bibbidi]

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[Marionnette]

But we know;
1. Pete just got fired so the potential for his making a biased statement right now is off the charts high. (He needs to check his own bias before making such a statement. His poor judgment in knowing the circumstances contributed to getting him fired in the first place. He cannot read the room.)
2. Disney stock was falling and stock is sensitive to news of executive level ******* so Chapek would have been wise to inform the board first and ask for their endorsement to help stabilize the stock in the wake of the firing. and
3. Peter Rice was known to be gunning for Chapek’s job; and maybe still is!

So there is plenty of background here to be skeptical of a self-serving statement from Rice.

But statements on both sides now. The contract extension is about 6 months overdue. Usually happens a year before. So, we have to wait and see.

The Pete I was referring to is Pete Werner, not Peter Rice.

 

[Ms Bibbidi]

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[Ms Bibbidi]

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[Ms Bibbidi]

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[Nabas]

Depends from where. My friends from UK see the dollar as being a bit strong on the exchange rate and are holding off coming over anytime soon. I def think there maybe a bump in international visitors but think it'll be short lived.

Yes, the dollar is strong compared to the pound.

At the current exchange rate, Brits (WDW’s #1 overseas visitors) are seeing an extra 20% in cost.

Add in Disney’s recent price hikes and across the board inflation, and U.K. Guests are going to experience a massive price hike for their WDW vacations.

During our last stay at Universal, we met a large contingent from Scotland who skipped WDW entirely because WDW was so much more expensive. Since Universal multi-day tickets and hotels cost so much less, they switched to a Universal only trip.

 

[jimim]

Ok now that I got my armchair stock advice is there any move on what this thread is actually about?

 

[Ms Bibbidi]

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[Ms Bibbidi]

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[DeeBee3]

Our "first to go" was AT&T's DirecTV Stream (aka DirecTV NOW) as of this month. Our account was a "day 1" grandfathered account ... but the price increases were really bugging me. (We started at $35/m and are now at $80/m -- no, thank you.)

Of our streaming subscriptions, I suspect Amazon Prime Video will be the very last to go as it Prime Video is a "free add-in" to the general purpose Prime subscription ... and has some really great content. I'd easily give up Apple TV -- but it lumped into the useful Apple One package ... so we have neither option nor need to cut it.

D+? Not sure. We purchased the 3yr pre-paid subscription through D23 before the service launched ... and are watching to see what options are offered to re-up this fall. It isn't my favorite ... but it far more enjoyable than Apple TV!

Same with us for DirecTV - it is insanely expensive and we never really watch "live TV" so the perks of that were nonexistent.

We are trying to narrow down which services are the most important for all of us. Right now we have Disney +, Amazon Prime, and Netflix. One of those will go or we will get rid of 2 and add a new one.

 

[Ms Bibbidi]

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[Disney mac]

100% very unusual situation. I think q3 and q4 will be very different unfortunately

It’s interesting in talking to people here that everyone says how expensive it is, yet the packs and springs are crowded as busy as I’ve ever seen for this time of year. As much as I hate it, demand is insanely high, and supply is low…why would Disney ever sell AP in this climate? People are just making it harder to justify Selling APs.
I truly was stunned at the lines to get into the polite pig (about 100 people long) and World of Disney was a sea of humanity. Earl of Sandwich had over 50 people in line. I get inflation prices are high and gas is Ridiculous….
But people have not changed any habits yet here.

 

[Ms Bibbidi]

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