DIS Shareholders and Stock Info ONLY

[OKW Lover]

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

I've got positions in a dozen corporations (yes, including DIS) and this proxy season I have been voting no on that particular question. Hope the message gets though but I doubt it.

 

[wabbott]

I've got positions in a dozen corporations (yes, including DIS) and this proxy season I have been voting no on that particular question. Hope the message gets though but I doubt it.

Looks like it got Jamie Dimon's attention.

https://www.bloomberg.com/news/arti...ut-to-win-back-shareholders-after-stock-slide

Dimon Sets Out to Win Back JPMorgan Shareholders After Stock Slide

• JPMorgan chief expected to give spending clarity as stock lags
• Investor day comes just after shareholders reject Dimon’s pay

By Hannah Levitt
May 20, 2022, 9:52 AM CDT

 

[wabbott]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Walt Disney Has a Problem: Disney+ Is Costing It a Fortune
By James Brumley - May 21, 2022 at 10:45AM

Key Points

Disney's direct-to-consumer expenses are growing faster than subscription revenue.
Streaming has become hyper-competitive, forcing providers to spend heavily on marketing
It's not clear how much studios should spend making content in the post-pandemic environment.

 

[OKW Lover]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Walt Disney Has a Problem: Disney+ Is Costing It a Fortune
By James Brumley - May 21, 2022 at 10:45AM

Key Points

Disney's direct-to-consumer expenses are growing faster than subscription revenue.
Streaming has become hyper-competitive, forcing providers to spend heavily on marketing
It's not clear how much studios should spend making content in the post-pandemic environment.

Amusing headline. Of course nobody besides Disney knows how much D+ actually costs them and how much the revenue is. But the story will get clicks.

 

[Suger Mag]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Walt Disney Has a Problem: Disney+ Is Costing It a Fortune
By James Brumley - May 21, 2022 at 10:45AM

Key Points

Disney's direct-to-consumer expenses are growing faster than subscription revenue.
Streaming has become hyper-competitive, forcing providers to spend heavily on marketing
It's not clear how much studios should spend making content in the post-pandemic environment.

Amusing headline. Of course nobody besides Disney knows how much D+ actually costs them and how much the revenue is. But the story will get clicks.

Streaming and subscription ## are only part of the story. When you consider profitability.... it is not just about how many people are watching Moon Knight for example.... it is all the merchandising that follows. When you consider how expensive it is to make new streaming content, that on just streaming subscriptions $$ alone , yup it might not be profitable... but when you invest in developing new content, knowing you can sell umpteen Moon Knight pins, T shirts, mugs, Loungefly back packs... etc. ... then it is a lot more worth it.

 

[wabbott]

Further down in the article are these questions. As a DIS shareholder, I agree they need to be asked.

Two questions worth asking

Generally speaking, none of this is surprising. You have to spend money to make money. Walt Disney is just doing what all companies do.

The data raises a myriad of questions, though, chief among them: How many more paying DTC customers does Disney need to make these ventures profitable? A second question: How much more spending on content and marketing will be needed to get there?

It seems like the easy subscriber growth has been achieved. The next 200 million subscriptions could prove much tougher to get than the first 200 million were.

 

[RivShore]

Streaming and subscription ## are only part of the story. When you consider profitability.... it is not just about how many people are watching Moon Knight for example.... it is all the merchandising that follows. When you consider how expensive it is to make new streaming content, that on just streaming subscriptions $$ alone , yup it might not be profitable... but when you invest in developing new content, knowing you can sell umpteen Moon Knight pins, T shirts, mugs, Loungefly back packs... etc. ... then it is a lot more worth it.

That is a difference between D+, and really, all the other streamers - D+ created shows can have a long revenue generating life after streaming - as you mentioned products but also parks (rides, character meet and greets, etc), themed cruises and they can even feed the old linear networks. A true circle of life that a Netflix can't come close to matching.

 

[wabbott]

More discussion here about streaming vs cable.

https://frontofficesports.com/disneys-streaming-plan-looks-a-lot-like-bundled-cable/

Disney’s Streaming Plan Looks A Lot Like Bundled Cable

• Disney+ subscriptions rose to 137.7 million during the second quarter — higher than the 135 million anticipated by analysts.
• The company is looking to shift towards a full streaming service but traditional linear TV still brings in too much cash.

By Liam Killingstad
May 22, 2022

 

[Stratman50th]

Amusing headline. Of course nobody besides Disney knows how much D+ actually costs them and how much the revenue is. But the story will get clicks.

This brings up several questions I've had for some time. The key phrase in your comment is nobody besides Disney knows. When people on here, and this is my only source of Disney information any longer, the DIS forums I'm talking about, say Disney parks are crazy busy and packed. Always seemingly at capacity. I don't think anyone but Disney knows what capacity is. Pretty sure that's a moving number based on staffing and ride availability. Lack of people eater rides and shows and attractions make the parks feel packed or at capacity. It's perception and perception is reality.
Resorts being full. Again, are they truly full, or is there a lack of staff to support capacity?
We know that the restaurants are suffering from lack of staff.
Transportation isn't running at full capacity either, or maybe this is the new normal?
I've read on here about all this pent up desire to go to the parks. I don't know. This is a Disney board after all and seems to be jaded. Some posters ask why would you come on here to say you weren't going any longer? Maybe frustration over something you have loved changing into something you don't even recognize?
Finally, as a local I'm always amused over people attributing the crowds to locals. I can tell you that there are lots of locals who want nothing to do with Disney. You really can't go by those on this fan site.
So in closing, these were some questions I've been pondering. I posted here because I think in some way the answers do affect the bottom line. Anyway, just throwing this out there.

 

[OKW Lover]

This brings up several questions I've had for some time. The key phrase in your comment is nobody besides Disney knows. When people on here, and this is my only source of Disney information any longer, the DIS forums I'm talking about, say Disney parks are crazy busy and packed. Always seemingly at capacity. I don't think anyone but Disney knows what capacity is. Pretty sure that's a moving number based on staffing and ride availability. Lack of people eater rides and shows and attractions make the parks feel packed or at capacity. It's perception and perception is reality.
Resorts being full. Again, are they truly full, or is there a lack of staff to support capacity?
We know that the restaurants are suffering from lack of staff.
Transportation isn't running at full capacity either, or maybe this is the new normal?
I've read on here about all this pent up desire to go to the parks. I don't know. This is a Disney board after all and seems to be jaded. Some posters ask why would you come on here to say you weren't going any longer? Maybe frustration over something you have loved changing into something you don't even recognize?
Finally, as a local I'm always amused over people attributing the crowds to locals. I can tell you that there are lots of locals who want nothing to do with Disney. You really can't go by those on this fan site.
So in closing, these were some questions I've been pondering. I posted here because I think in some way the answers do affect the bottom line. Anyway, just throwing this out there.

Those are all very good questions. Questions that outsiders can only answer with their thoughts (but not facts) on the issue.

I was on the Dream last week and we were sailing at ~60% capacity. That info came from our Concierge host. It was obvious from looking around the dining room at night that we were not at capacity as there were many open tables. But, were we at that level because Disney is limiting capacity or because people are just not sailing as much yet? Or, is this the new norm while waiting for the debut of the Wish? Or....

 

[Suger Mag]

Those are all very good questions. Questions that outsiders can only answer with their thoughts (but not facts) on the issue.

I was on the Dream last week and we were sailing at ~60% capacity. That info came from our Concierge host. It was obvious from looking around the dining room at night that we were not at capacity as there were many open tables. But, were we at that level because Disney is limiting capacity or because people are just not sailing as much yet? Or, is this the new norm while waiting for the debut of the Wish? Or....

I loved cruising. But with covid ..... even with tempting sales.... I am not ready to get back on a cruise ship

 

[wabbott]

Movie box office news:

https://www.marketwatch.com/story/d...n-but-top-gun-looms-01653252115?siteid=yhoof2

Marvel blockbuster tops $800 million worldwide; ‘Downton Abbey’ sequel has strong opening weekend
'Doctor Strange’ is No. 1 at box office again, but ‘Top Gun’ looms
Published: May 22, 2022 at 4:41 p.m. ET
By

Associated Press​

Marvel’s “Doctor Strange in the Multiverse of Madness” was the top-earning film of the weekend for the third straight week, bringing in $31.6 million in 4,534 North American theaters, according to studio estimates released Sunday.

But while the world waits, “Doctor Strange in the Multiverse of Madness” crossed the $800 million mark in global grosses, surpassing “The Batman” to become the top-grossing film of the year.

Released by the Walt Disney Co. DIS, -0.70% and directed by Sam Raimi, “ Doctor Strange 2 ” benefitted from being the first Marvel movie to follow “Spider-Man: No Way Home,” in which Benedict Cumberbatch’s sorcerer played a pivotal role.

 

[Aluminum Falcon]

Those are all very good questions. Questions that outsiders can only answer with their thoughts (but not facts) on the issue.

I was on the Dream last week and we were sailing at ~60% capacity. That info came from our Concierge host. It was obvious from looking around the dining room at night that we were not at capacity as there were many open tables. But, were we at that level because Disney is limiting capacity or because people are just not sailing as much yet? Or, is this the new norm while waiting for the debut of the Wish? Or....

based on the deals Disney keeps tossing out there for their cruises, my guess would be that people just aren't back to sailing yet. On the flip side, the parks don't seem to be offering as many promos, whether or not that is directly attributed to staffing is anyone's guess right now.

 

[AvidDisReader]

As for Disney +, the first part of the equation is to try and maximize subscriptions. Disney is not yet offered to all countries thru out the world. The next move would to be to slowly increase subscription fees. The really big increase in income will come when they start to include some kind of advertising/commercials on their platform. Rest assured, Disney did not get into Streaming without a plan to make a ton of money.

 

[DeeBee3]

Looks like stocks are in for a bumpy ride for the foreseeable future.

 

[wabbott]

Looks like stocks are in for a bumpy ride for the foreseeable future.

Yup. In the fifty years that I've followed the markets, it has never, ever moved in a straight line.

 

[onelove8187]

Looks like stocks are in for a bumpy ride for the foreseeable future.

much more palatable ride bumping in today's direction...

 

[wabbott]

https://finance.yahoo.com/news/market-crash-forcing-hollywood-giants-110030385.html

How the Market Crash Is Forcing Hollywood Giants to Reassess Digital Strategies

Cynthia Littleton and Todd Spangler
Tue, May 24, 2022, 6:00 AM

“Wall Street is not rewarding subscriber growth anymore,” says Liska Schmitz, managing director and partner at consulting firm BCG. “Investors are looking more at profitability.” There’s a higher level of scrutiny on spending and proving the economics of streaming, and that could lead some players to become “hesitant about spending as much as they have,” she says.

 

[OKW Lover]

“Wall Street is not rewarding subscriber growth anymore,” says Liska Schmitz, managing director and partner at consulting firm BCG. “Investors are looking more at profitability.”

Kind of reflects the maturing of a new line of business. Subscriber growth is an important measure when looking to build market share. Once established though, the more important measure is making money.

 

[wabbott]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Why Walt Disney Stock Tumbled Today

By Eric Volkman - May 24, 2022 at 6:36PM

Today's Change
(-4.01%) -$4.24
Current Price
$101.59
Price as of May 24, 2022, 4:00 p.m. ET

Lingering concerns about a potential big-ticket buy and an analyst price-target cut combined for a bad day on the market for The House of Mouse.