DIS Shareholders and Stock Info ONLY

[Ms Bibbidi]

I think that's where we are headed. People cut the cord for cheaper alternatives and it was great while it lasted. IMO what we will see is if you want ad free service its going to cost you.

I am delighted to hear there will be some filtering of any ads on Disney+.

As far as an upcharge for add-free; as an option, I think I might be willing to pay for that. Still, having Disney+ available to people who have a tighter budget is important too. So, if the ads are filtered and there is no option for ad-free, I'm still good with Disney+.

I know Disney is a "for profit" corporation, but with a 100 year history underpinning it and now with world-wide recognition, Disney has become not only a "Happy Place" but sort of a "safe place" resource for "the people" -- families and adults without kids. I, for one, am trying to get away from entertainment and "news" that is sordid, excessively violent, horror-in-your-face, animal abuse or the suffocating political programs presently on other platforms. I'm tired those things being broadcast into my life and my brain. Even in the so called mainstream media programs not a day goes by that I open something like a news website and it blasts me with some horrific thing that happened to an animal. My heart hurts over this stuff. I could go on and on. I cut the cable several years ago for reasons other than cost.

I went back and looked at Disney stock price charts this morning and compared to when they started using the park reservation and bucket system with the new APs (late August/early September 2021). I am kind of thinking the drop might be related. Anybody else see that? Maybe the park reservation system and buckets needs to go? Maybe my wishful thinking too.

 

[Jrb1979]

I am delighted to hear there will be some filtering of any ads on Disney+.

As far as an upcharge for add-free; as an option, I think I might be willing to pay for that. Still, having Disney+ available to people who have a tighter budget is important too. So, if the ads are filtered and there is no option for ad-free, I'm still good with Disney+.

I know Disney is a "for profit" corporation, but with a 100 year history underpinning it and now with world-wide recognition, Disney has become not only a "Happy Place" but sort of a "safe place" resource for "the people" -- families and adults without kids. I, for one, am trying to get away from entertainment and "news" that is sordid, excessively violent, horror-in-your-face, animal abuse or the suffocating political programs presently on other platforms. I'm tired those things being broadcast into my life and my brain. Even in the so called mainstream media programs not a day goes by that I open something like a news website and it blasts me with some horrific thing that happened to an animal. My heart hearts over this stuff. I could go on and on. I cut the cable several years ago for reasons other than cost.

I went back and looked at Disney stock price charts this morning and compared to when they started using the park reservation and bucket system with the new APs (late August/early September 2021). I am kind of thinking the drop might be related. Anybody else see that? Maybe the park reservation system and buckets needs to go? Maybe my wishful thinking too.

I highly doubt the reservation system is going anywhere. It works perfectly for Disney, with it they can control labor costs

 

[wabbott]

Disney has become not only a "Happy Place" but sort of a "safe place" resource for "the people" -- families and adults without kids. I, for one, am trying to get away from entertainment and "news" that is sordid, excessively violent, horror-in-your-face, animal abuse or the suffocating political programs presently on other platforms. I'm tired those things being broadcast into my life and my brain.

Said once by someone very important to all of us on this discussion board, "I do not make films primarily for children. I make them for the child in all of us, whether we be six or sixty.”

https://d23.com/walt-disney-quote/i-do-not-make/

 

[Ms Bibbidi]

I highly doubt the reservation system is going anywhere. It works perfectly for Disney, with it they can control labor costs

From Mr. Chapek's remarks at the Q2 22 this month, it is clear he intends the park reservation to stay. But, you know there are situations when there are many "stated reasons" for keeping something and those are touted to the media. But, there might also be some unstated reasons or reason couched in flowery language that mean quite something different and those might be the driving reasons. That is what I think is going on here. It is an old corporate or bureaucratic trick to respond with a miscellaneous reason while keeping the true, driving reason unspoken. You have to look at the behavior to see that. But, I think you already know that. Labor management is only a stated reason. But, this is the thread about stocks and more on that topic would be for another thread. I just saw that from November forward or even slightly earlier, when the impact of the park reservation system on passholders became known, the stock prices decidedly took a direction downward. I kind of think there might be a relationship there -- and it does not have to do with the stated reason of labor management.

 

[RivShore]

I just saw that from November forward or even slightly earlier, when the impact of the park reservation system on passholders became known, the stock prices decidedly took a direction downward. I kind of think there might be a relationship there -- and it does not have to do with the stated reason of labor management.

I respectfully disagree - I posted a comparison chart in the old thread showing that DIS, Sony, and Netflix all have very similar looking charts since Nov. All stocks in entertainment/streaming industry have moved in tandem. The biggest impact being a resetting of the streaming multiple and many anticipating more inflation and an economic slow down. I think the reservation system is waaaaay down the list of impacts.

 

[Aluminum Falcon]

There is a significant difference. With cable, you can watch only what they offer, and at the time they offer it. With streaming, the choice (and competition) is greater, and you can select the viewing time. But you're correct, the temptation of advertising revenue is simply too great to resist.

with where the state of on demand content on cable is currently i would say that you are correct. Back when on demand programming first came out the catalog was much more robust, but with the advent of streaming a lot of content was removed, and i would agree now, that it pales in comparison

 

[Aluminum Falcon]

I went back and looked at Disney stock price charts this morning and compared to when they started using the park reservation and bucket system with the new APs (late August/early September 2021). I am kind of thinking the drop might be related. Anybody else see that? Maybe the park reservation system and buckets needs to go? Maybe my wishful thinking too.

If park guest were the majority of stock holders then maybe that would be the case, I don't think anyone could really make the case that this is hurting the company at their bottom line, so i would personally doubt it

 

[Ms Bibbidi]

I respectfully disagree - I posted a comparison chart in the old thread showing that DIS, Sony, and Netflix all have very similar looking charts since Nov. All stocks in entertainment/streaming industry have moved in tandem. The biggest impact being a resetting of the streaming multiple and many anticipating more inflation and an economic slow down. I think the reservation system is waaaaay down the list of impacts.

Thank you for the reply. That is a very valid point.

 

[Ms Bibbidi]

If park guest were the majority of stock holders then maybe that would be the case, I don't think anyone could really make the case that this is hurting the company at their bottom line, so i would personally doubt it

You are right. Two very different defined groups with some overlap, but we have no idea how much overlap. As big as the stockholder numbers are and knowing Disneyland was only about 50% passholders and Disney World was only about 33% passholders compared to total guest attendance, the stockholder numbers would likely be way more people. Although, I would guess there are a fair number of institutional investors too, but I wouldn't have any idea how to track down those numbers. Thank you.

 

[wabbott]

with where the state of on demand content on cable is currently i would say that you are correct. Back when on demand programming first came out the catalog was much more robust, but with the advent of streaming a lot of content was removed, and i would agree now, that it pales in comparison

You wouldn't believe all the movies and such that are on youtube. All the James Bond movies are there. That has to get the attention of Hollywood, since DVD (and VCR before) sales are a big revenue source.

 

[Aluminum Falcon]

You are right. Two very different defined groups with some overlap, but we have no idea how much overlap. As big as the stockholder numbers are and knowing Disneyland was only about 50% passholders and Disney World was only about 33% passholders compared to total guest attendance, the stockholder numbers would likely be way more people. Although, I would guess there are a fair number of institutional investors too, but I wouldn't have any idea how to track down those numbers. Thank you.

From what i could find, around 65% of the stock is institutionally owned, so in my mind they would be the "trend setters"

 

[Aluminum Falcon]

You wouldn't believe all the movies and such that are on youtube. All the James Bond movies are there. That has to get the attention of Hollywood, since DVD (and VCR before) sales are a big revenue source.

i think they probably used to be, but i would wager that On demand and streaming have drastically tamped down revenue on hard copy ownership. From what i could find doing a basic google on it. DVD sales were down 67% from 2011 to 2018, and only make up about 10% of the market on the whole

 

[wabbott]

https://variety.com/2022/tv/news/disney-abc-upfront-2022-1235269859/

May 17, 2022 2:15pm PT
Disney Chiefs Deliver Stars and Muscle of ‘Most Powerful Force in the Industry’ at Upfront

Attendees at the Disney upfront could have played a drinking game by taking a sip everytime someone referred to the company as “unrivaled.” The message to advertisers: You’ve heard from other congloms this week, but no company offers such a wide range of storytelling options than the Walt Disney Co.’s suite of offerings.

Quipped late night host Jimmy Kimmel (remotely, due to a positive COVID test), reprising his annual upfronts roast, a highlight of the week: “We are unrivaled, which, I don’t know, maybe they misspelled ‘unraveled.'”

After an embattled several months atop the helm, Disney CEO Bob Chapek didn’t address any of the recent arrows pointed at him and the company, instead opening the presentation by calling the Walt Disney Company “the most powerful force in the industry” and noting how he started his career in advertising.

“Now, as many of you know, Disney will be celebrating our 100th anniversary later this year and that is an incredible milestone,” he said. “I can’t help but think about this moment in the context of what this company has always been, what it is today, and what it will be. Over the last 100 years, we’ve brought iconic stories and characters to life in new and innovative ways. We shake global culture, and creating new memories for millions of families and fans, across generations. And we’ve repeatedly defined and redefined the entertainment landscape through pioneering technologies that give our storytellers bigger and better candidates. And we created an unmatched synergy machine that enables audiences to make our stories part of their everyday lives.”

Chapek’s message: “We have a portfolio of dynamic distribution platforms, linear networks, digital channels, and of course, our powerful and growing streaming services… The Walt Disney Company is unrivaled. In fact, when you look at the entertainment landscape I believe Disney stands alone.”

(Quipped Kimmel: “The Disney CEO has never spoken at the upfront before. And now we know why. I think I speak for all of us when I say, ‘We can’t make to see you in G.I. Jane 2!'”

 

[wabbott]

Though not DIS, this is an interesting development at JPM Chase. Don't see this very often.

https://www.cnbc.com/2022/05/17/jpm...n-rare-rebuke-object-to-53-million-bonus.html
JPMorgan investors hand Jamie Dimon a rare rebuke with disapproval of $52.6 million bonus

Published Tue, May 17 20225:32 PM EDT
Hugh Son@hugh_son

Just 31% of investors participating in the New York-based bank’s annual shareholder meeting voted in support of a $52.6 million award that was part of Dimon’s 2021 compensation package.
The bonus, in the form of 1.5 million options that Dimon can exercise in 2026, was designed to keep the CEO and chairman at the helm of JPMorgan Chase for another five years.
While the results of the so-called “say on pay” vote are nonbinding, JPMorgan’s board said it takes investor feedback “seriously” and intended Dimon’s bonus to be a one-time event, according to a company spokesman.

 

[wabbott]

https://finance.yahoo.com/news/disney-expects-most-disney-subscribers-195350536.html
Disney Expects Most Disney+ Subscribers Will Take Its Cheaper Ad-Based Plan
Todd Spangler - Wed, May 18, 2022, 2:53 PM

https://finance.yahoo.com/video/streaming-dramatically-changed-landscape-film-200556474.html
Streaming has dramatically changed the landscape for film financing
Wed, May 18, 2022, 3:05 PM

 

[DeeBee3]

Get ready for a market bloodbath today, folks!

 

[wabbott]

Anyone hearing any chatter across the DIS boards or reddit about families cancelling or delaying trips to WDW/DLR because of high gas/food prices pinching their budgets?

 

[Aluminum Falcon]

Anyone hearing any chatter across the DIS boards or reddit about families cancelling or delaying trips to WDW/DLR because of high gas/food prices pinching their budgets?

I've seen people talk about cancelling trips, but i haven't seen many talk about trips that they have actually cancelled if that makes sense. it seems to go hand in hand with the people who are doing this "one last trip", and then "never going back" thing lately

 

[Aluminum Falcon]

Get ready for a market bloodbath today, folks!

today is just going to be weird, i see potentially finishing up a little or down a bunch haha

 

[wabbott]

This phenomenon intrigues me. Maybe it's a way to get Chapek's attention?

https://www.wsj.com/articles/invest...el-and-coca-cola-11652952601?mod=hp_lead_pos2

Investors Protest Executive Pay at JPMorgan, Intel and Coca-Cola
Nonbinding ‘say on pay’ votes against compensation packages for chief executives are aimed at influencing board decisions

By Theo Francis
Updated May 19, 2022 10:56 am ET