DIS Shareholders and Stock Info ONLY

[wabbott]

"Building out new capacity" "servicing more people."

 

[Bovril82]

IP
Franchises
IP
Franchises....

 

[Bovril82]

Interesting what he said about there being more scope to expand Disneyland than people think.

 

[wabbott]

IP
Franchises
IP
Franchises....

First done by Walt & Roy via this man.

https://en.wikipedia.org/wiki/Kay_Kamen

In 1932, Kamen contacted Walt and Roy O. Disney with a proposal to handle licensing of their characters.

 

[wabbott]

Interesting what he said about there being more scope to expand Disneyland than people think.

Trust me, the city of Anaheim would sell their convention center if you put enough money on it.

 

[clarker99]

Basically, if you heard or read the last earnings call you could've skipped this. ha

 

[wabbott]

20 minutes spend on "content", 5 minutes on parks, 5 minutes on succession. All that TV/ESPN bullchit is taking too much attention away from where the money is made. I don't like it worth a damn!!!

 

[wabbott]

Didn't impress Wall Street either.

https://finance.yahoo.com/quote/DIS?p=DIS

97.72-1.58 (-1.59%)
As of 01:25PM EST. Market open.

 

[Bovril82]

He was brought back to sort Disney +. That's what Wall St wants to hear about. They know the parks are doing good.

 

[Bovril82]

Didn't impress Wall Street either.

https://finance.yahoo.com/quote/DIS?p=DIS

97.72-1.58 (-1.59%)
As of 01:25PM EST. Market open.

Ouch

 

[clarker99]

Didn't impress Wall Street either.

https://finance.yahoo.com/quote/DIS?p=DIS

97.72-1.58 (-1.59%)
As of 01:25PM EST. Market open.

Whole market is red this afternoon. Way to go, Bob

 

[clarker99]

Wall St doesn't care about the parks bc they don't understand them. Disney corporate may not even properly understand them. Have you ever mentioned to friends or family that you are going to Disney World or Land for the 3rd time in a year? The look on peoples faces are priceless as they truly think you are crazy or that Disney is for kids. Meanwhile your co-worker is off to Hawaii or Mexico for the 10th year in a row and people think that is great. I am sure analysts feel exactly the same.

 

[wabbott]

Wall St doesn't care about the parks bc they don't understand them. Disney corporate may not even properly understand them. Have you ever mentioned to friends or family that you are going to Disney World or Land for the 3rd time in a year? The look on peoples faces are priceless as they truly think you are crazy or that Disney is for kids. Meanwhile your co-worker is off to Hawaii or Mexico for the 10th year in a row and people think that is great. I am sure analysts feel exactly the same.

But surely they can read a P/L statement?!?! Or can they? I'm just a dumb ol' redneck from North Louisiana and can figure out where the money's made.

 

[wabbott]

https://**************.net/2023/03/ceo-bob-iger-disney-parks-prices-jc1/
CEO Bob Iger Publicly Admits Disney Parks May Have Raised Prices Too Much

https://deadline.com/2023/03/disney-ceo-bob-iger-hulu-long-term-value-comcast-streaming-1235283768/
Disney Chief Bob Iger Says It Is “Very Tricky” To Assess Hulu’s Long-Term Value As Decision Point With Comcast Approaches

 

[wabbott]

He was brought back to sort Disney +. That's what Wall St wants to hear about. They know the parks are doing good.

You heard him mention advertising twice. That's the ONLY way forward to make money on streaming. Let them try to jack up D+ pricing again like they did last year. You would not believe how fast cords would get cut.

"...so much product out there..." Marvel CEO Kevin Feige

 

[RivShore]

Wall St doesn't care about the parks bc they don't understand them. Disney corporate may not even properly understand them. Have you ever mentioned to friends or family that you are going to Disney World or Land for the 3rd time in a year? The look on peoples faces are priceless as they truly think you are crazy or that Disney is for kids. Meanwhile your co-worker is off to Hawaii or Mexico for the 10th year in a row and people think that is great. I am sure analysts feel exactly the same.

I don't know about that, the analysts often mention the great cash cow that the parks are.

And WS adjacent CNBC knows the parks well. I watch their morning show almost every business day and it seems like all the anchors and contributors vacation at WDW. Just this week they welcomed back one from vacation and he said the family had a great time at WDW. It always catches my attention and cracks me up because, of course, these are Comcast/Universal employees saying how much they enjoy Disney!

 

[clarker99]

But surely they can read a P/L statement?!?! Or can they? I'm just a dumb ol' redneck from North Louisiana and can figure out where the money's made.

It isn't exciting enough and isn't a growth business?

I don't know about that, the analysts often mention the great cash cow that the parks are.

And WS adjacent CNBC knows the parks well. I watch their morning show almost every business day and it seems like all the anchors and contributors vacation at WDW. Just this week they welcomed back one from vacation and he said the family had a great time at WDW. It always catches my attention and cracks me up because, of course, these are Comcast/Universal employees saying how much they enjoy Disney!

Well, then I have no idea why analysts and investors don't demand capex to be through the roof for parks. It isn't a growth business and/or is taken for granted?

 

[clarker99]

You heard him mention advertising twice. That's the ONLY way forward to make money on streaming. Let them try to jack up D+ pricing again like they did last year. You would not believe how fast cords would get cut.

"...so much product out there..." Marvel CEO Kevin Feige

he also mentioned the HBO model.

 

[wabbott]

he also mentioned the HBO model.

https://businessmodelanalyst.com/hbo-business-model/

 

[Bovril82]

Whole market is red this afternoon. Way to go, Bob

Netflix is down nearly 5%.

Double ouch.