DIS Shareholders and Stock Info ONLY

[Jrb1979]

Honestly though, I bet it would see quite a bump. Country Bears has by injecting known Disney songs into it. Maybe it's not fair to compare high-end E-Tickets to the COP, but still, people are attracted to the known, big IPs.

Yes that's true. At the same time the parks need attractions like COP to balance them out. You can't have a park full of just E tickets. Look at Hollywood Studios. Mostly E tickets that have long waits.

If anything they have lost their way by only adding E tickets to the parks. Not every new attraction has to have revenue attached to be worth adding

 

[HokieRaven5]

https://thewaltdisneycompany.com/disneys-q4-fy24-earnings-results-webcast/

The Walt Disney Company will host a live audio Q&A webcast to discuss fiscal full year and fourth quarter 2024 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Thursday, November 14, 2024.

To listen to the webcast, please return here 5 minutes prior to the presentation.

 

[BrianL]

Yes that's true. At the same time the parks need attractions like COP to balance them out. You can't have a park full of just E tickets. Look at Hollywood Studios. Mostly E tickets that have long waits.

If anything they have lost their way by only adding E tickets to the parks. Not every new attraction has to have revenue attached to be worth adding

No, I agree with that - they need to build more non E-Tickets and attractions without height requirements. But, when they do announce stuff like that, the "true fans" as the article talks about express disappointment. If anything, Disney shouldn't be listening to that, but it is also understandable why they do.

 

[Elijah Abrams]

Interesting article, though I think they are somewhat off-base on WHY Disney shifted to pursue the overly-reviled "IP" driven content. The fact is, the "true fans" aren't showing up for original works. They ARE showing up for sequels and remakes. They will queue up for hours for Rise of the Resistance and TRON, but aren't sitting in the Carousel of Progress.

This is why I think Alan Bergman should become the new CEO. He needs to remind us that they can be creative with new ideas, and not just the same old stuff.

 

[OKW Lover]

Honestly though, I bet it would see quite a bump. Country Bears has by injecting known Disney songs into it.

I'm not sure this tracks. I think the increase at CB was simply a matter of it being something new and guests went just to try it. It will be interesting to see if increased attendance levels can be maintained for this show.

 

[New Mouse]

Honestly though, I bet it would see quite a bump. Country Bears has by injecting known Disney songs into it. Maybe it's not fair to compare high-end E-Tickets to the COP, but still, people are attracted to the known, big IPs.

It's simply new. It has nothing to do with the IP. When you have so many repeat visitors they will gravitate towards anything new. The quality experience will keep them coming back.

For example, Fast and the Furious at Universal. Great IP. Terrible ride. Got a big bump initially but once the new wore off it didn't matter.

 

[wabbott]

https://www.hollywoodreporter.com/b...s-layoffs-national-network-disney-1236022352/

Layoffs Hit ABC News as Disney Restructures
Some 75 employees will be cut at ABC News and the ABC local stations group.

October 2, 2024 - 7:56am PDT
by Alex Weprin

ABC News and the ABC stations group were impacted by layoffs Wednesday, part of an ongoing round of restructuring at Disney.

Some 75 staffers at ABC News and at ABC’s owned local TV stations will be let go, The Hollywood Reporter has learned, split about evenly between the national news organization and the station group. No programming will be impacted, and no entire teams will be eliminated, but the company is making the changes to be “sustainable, efficient and future-forward,” per someone familiar with the decision.

 

[Cfabar1]

I am starting to wonder the rationale behind all the cuts. I thought that DTC is now profitable, I am worried they are getting too aggressive with the cuts...

 

[Elijah Abrams]

I am starting to wonder the rationale behind all the cuts. I thought that DTC is now profitable, I am worried they are getting too aggressive with the cuts...

The shareholders and board aren't gonna be happy with Iger.

 

[wabbott]

While this article isn't about DIS, it does illustrate the difficulty that streamers face. There's so much more content available to viewers than there used to be. More product = lower prices.

https://finance.yahoo.com/news/charter-offer-nbcuniversals-peacock-streaming-160126458.html

Charter to offer NBCUniversal's Peacock streaming service at no extra charge
Wed, October 2, 2024 at 11:01 AM CDT

(Reuters) -Charter Communications will offer NBCUniversal's Peacock streaming service to some customers at no extra cost from next year, in a move to boost the cable and broadband firm's user base.

The multi-year deal includes renewal of Comcast-owned NBCUniversal's portfolio of networks, including broadcast, entertainment and sports, the companies said on Wednesday, without disclosing the financial terms.

 

[Marek Zyskowski]

Cuts are always difficult. I think that the news programming needs some repositioning in any case. Many people watch 24 hour news stations and Fox News is eating everyone's lunch in that category. I think ABC needs to shuffling things around and make one really good daily news broadcast. Maybe try something news like mixing in the local and national news together in a new way.

 

[wabbott]

https://www.msn.com/en-us/tv/other/...notice-you-re-not-getting-a-raise/ar-AA1rMsoE

Star TV Anchors Are On Notice: You’re Not Getting a Raise
From NBC to ABC to CBS, the campaign to cut costs reaches the biggest names across media landscape

By Joe Flint and Isabella Simonetti - The Wall Street Journal
Oct. 6, 2024 - 8:00 am EDT

 

[wabbott]

https://www.cnbc.com/2024/10/08/hurrican-milton-could-hit-disney-earnings-goldman-says.html

Hurricane Milton could reduce Disney earnings, Goldman says

Published Tue, Oct 8, 2024 - 10:07 AM EDT
Kristian Burt@in/kristian-burt-633536212/

Key Points

• Projected park closures and disruptions from Hurricane Milton could cut into Walt Disney’s earnings, according to Goldman Sachs analysts.
• The firm estimated that the hurricane could reduce earnings before interest and taxes for Disney’s Parks and Experiences segment by about $150 million to $200 million in its current quarter.
• Goldman Sachs’ estimates for the parks segment for the recently ended fourth quarter will largely remain the same, with projected earnings per share of $1.16 and operating income of $3.8 billion.

 

[Elijah Abrams]

https://www.cnbc.com/2024/10/08/hurrican-milton-could-hit-disney-earnings-goldman-says.html

Hurricane Milton could reduce Disney earnings, Goldman says

Published Tue, Oct 8, 2024 - 10:07 AM EDT
Kristian Burt@in/kristian-burt-633536212/

Key Points

• Projected park closures and disruptions from Hurricane Milton could cut into Walt Disney’s earnings, according to Goldman Sachs analysts.
• The firm estimated that the hurricane could reduce earnings before interest and taxes for Disney’s Parks and Experiences segment by about $150 million to $200 million in its current quarter.
• Goldman Sachs’ estimates for the parks segment for the recently ended fourth quarter will largely remain the same, with projected earnings per share of $1.16 and operating income of $3.8 billion.

 

[wabbott]

https://www.hollywoodreporter.com/b...versal-sixflags-parks-experiences-1236029208/

Halloween Wars: Theme Parks Are Fighting for Bigger Share of Scream Economy

Disney, Universal and Six Flags are upping the ante with pricey new experiences to grab greater marketshare of a $12 billion seasonal industry.

By Abbey White - October 10, 2024

 

[wabbott]

https://www.hollywoodreporter.com/business/business-news/disney-abc-hulu-abcsignature-1236028225/

Why Disney Is Shrinking Its TV Kingdom

After scrapping ABC Signature, Disney is doubling down on hitmaking mainstay 20th TV while continuing to offload costs and staff.

By Rick Porter - October 9, 2024, 8:08am PDT

 

[wabbott]

https://www.hollywoodreporter.com/b...cession-battles-roiling-hollywood-1236031274/

Deep Background: Behind the Scenes of the Succession Battles Roiling Hollywood

Call it executive Hunger Games: As Sony Pictures seamlessly hands over its CEO reins, Rupert Murdoch is locked into a high-stakes court battle for control of his media empire and all eyes are on the bake-off to take over for Bob Iger at Disney.

By Kim Masters, Alex Weprin
October 14, 2024 - 8:39am PDT

 

[wabbott]

deleted

 

[Elijah Abrams]

deleted

What was deleted?

 

[wabbott]

What was deleted?

I mistakenly posted an article that had nothing to do with Disney. It was for another discussion board that I was participating in. As I get older, multi-tasking requires a bit more focus than it used to.