Here is BC’s entire quote regarding the increased capacity. I think in the context of his statement park capacity has already increased to 35%. It’s anyone’s guess if this was a one time increase or gradual increases as park venues opened.
BC was asked about Mulan’s PVOD fee and why Soul doesn’t have one and asking if he expects growth from Disney Parks despite DLR staying closed in Q1. From the transcript:
“In terms of our opportunities to continue to improve parks, we’re actually very encouraged by what we’re seeing right now in our parks across the world. There’s really two dynamics that are going on. Number 1, our park operators, which as you know are the best in the world, are becoming much more efficient and effective and operating under COVID guidelines. And we’ve been able to pretty materially increase our capacity and still stay within the guidelines that local governments are giving us. For example, six-foot social distancing, and this is happening across the — across our parks across the world.
In fact, Walt Disney World, which was at a 25% capacity constraint, which was our industrial engineering estimates to keep six-foot social distancing, now has been able to increase to 35% of capacity, so almost a 50% increase in the number of guests that we can allow in and still adhere to the local guidelines and the guidelines that are stipulated by the CDC with the six-foot social distancing. So, we’re very pleased by how we’ve become adept at operating under these constraints.
But the second thing that’s even more encouraging is the demanding — demand that’s growing for our parks across the world. I think it says two different things. Number 1 shows the love that guests have for our experiences that we have within our parks and the tremendous IP that we have — as a company have. But I also think it speaks to the trust that people have, given the track record that we now have after months of operating across the globe with very stringent guidelines and we’re very pleased of our track record. And I think people are now through forward bookings and reservations showing some very encouraging signs about their willingness to come and spend time with us at Disney park.“