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[Cfabar1]

Very interesting. Something of a PR campaign starting?

seems like it.... very smart... If I were to ever hire a marketer, I would want to hire someone who worked at Disney... They understand it SO well...

 

[HokieRaven5]

https://www.cmcsa.com/static-files/7f0f826a-6462-426b-a767-cb3170d7cdf0

As far as travels the Theme Park sector for Comcast saw a 5.2% drop in revenue for Jan-Mar and a 32% drop in profit for the global Universal Parks vs Q1 2024

Cited lower guest attendance including reduced attendance due to the CA wildfires

About $100M in EBITDA was opening costs for Epic

 

[wabbott]

https://www.cnbc.com/2025/04/24/comcast-cmcsa-earnings-q1-2025.html

Comcast beats first-quarter earnings estimates despite losing broadband customers

Published Thu, Apr 24, 2025 - 6:30 AM EDT - Updated 2 Min Ago
by Lillian Rizzo@Lilliannnn

Key Points

• Comcast reported first-quarter earnings Thursday morning.
• The company beat analyst earnings estimates and saw revenue lifted primarily by its Xfinity mobile offering and streaming platform Peacock.
• Despite broadband revenue growth, Comcast still showcased the pressures the cable industry is facing in the segment with the loss of 199,000 customers during the quarter.

 

[clarker99]

https://www.cmcsa.com/static-files/7f0f826a-6462-426b-a767-cb3170d7cdf0

As far as travels the Theme Park sector for Comcast saw a 5.2% drop in revenue for Jan-Mar and a 32% drop in profit for the global Universal Parks vs Q1 2024

Cited lower guest attendance including reduced attendance due to the CA wildfires

About $100M in EBITDA was opening costs for Epic

Even accounting for $100m in EPIC costs this is a poor quarterly report for Comcast Theme Parks.

Ignoring any Covid era reports and we ignore the $100m in EPIC costs, they reported lowest quarterly EBITDA margin going back to at least 2012 (possibly ever).

 

[wabbott]

https://ca.finance.yahoo.com/news/netflix-stock-hits-time-high-222103519.html

Netflix Stock Hits All-Time High of $1,101 per Share, Up 98% Year Over Year

by Lucas Manfredi - The Wrap
Thu, April 24, 2025 at 5:21 p.m. CDT

 

[wabbott]

https://variety.com/2025/film/news/netflix-ceo-ted-sarandos-movie-theaters-outdated-1236376565/

Apr 24, 2025 - 8:50 am PDT
by Ethan Shanfeld

Netflix CEO Ted Sarandos Says Movie Theater Model Is ‘Outdated’: ‘Most of the Country’ Cannot ‘Walk to a Multiplex’

 

[Elijah Abrams]

https://variety.com/2025/film/news/netflix-ceo-ted-sarandos-movie-theaters-outdated-1236376565/

Apr 24, 2025 - 8:50 am PDT
by Ethan Shanfeld

Netflix CEO Ted Sarandos Says Movie Theater Model Is ‘Outdated’: ‘Most of the Country’ Cannot ‘Walk to a Multiplex’

The numbers for Minecraft and Sinners say otherwise. Ted's lost it.

 

[HokieRaven5]

Domestic Box Office currently trending 16% behind 2024. We’ll see how the summer slate does

 

[fatmanatee]

Domestic Box Office currently trending 16% behind 2024.

And still well below where it was before COVID. Meanwhile Ted's company has doubled in value over the last year.

 

[OKW Lover]

Netflix CEO Ted Sarandos Says Movie Theater Model Is ‘Outdated’: ‘Most of the Country’ Cannot ‘Walk to a Multiplex’

Maybe that's why most of them have a large parking lot?

 

[wabbott]

https://www.hollywoodreporter.com/b...-successor-betting-odds-exclusive-1236200276/

The Latest Offshore Betting Odds for the Next Disney CEO
All long shots not created equal.

by Tony Maglio
April 29, 2025 - 9:24am PDT

 

[Obi-J Kenobi]

https://www.hollywoodreporter.com/b...-successor-betting-odds-exclusive-1236200276/

The Latest Offshore Betting Odds for the Next Disney CEO
All long shots not created equal.

by Tony Maglio
April 29, 2025 - 9:24am PDT

Oh my goodness...

John Lasseter 33/1

What on earth?

 

[Brian Noble]

I mean, if you want to light money on fire, the bookmaker will let you.

 

[RivShore]

https://www.hollywoodreporter.com/b...-successor-betting-odds-exclusive-1236200276/

The Latest Offshore Betting Odds for the Next Disney CEO
All long shots not created equal.

by Tony Maglio
April 29, 2025 - 9:24am PDT

I forgot Bergman was CFO for a time, that could give him a bit of an edge over the other 3 internals. I'm thinking they don't want another parks guy after the last experience, and they lean away from both the newbie from Fox and the sports guy. Alan is the last one standing...

 

[jade1]

Oh my goodness...

John Lasseter 33/1

What on earth?

That really brought back the feels.