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[clarker99]

Not to understate those numbers (they are impressive),but end of Q3 into Q4 got hammered last year in attendance because of Hurricanes. i would guess this probably relates more to a reverse to the mean then actual growth

Is that true? How many park days were impacted in Q3 (April to June)?

 

[Aluminum Falcon]

Is that true? How many park days were impacted in Q3 (April to June)?

sorry, i think i have my Q's out of order. For Dis it would be Q4, Q125

 

[clarker99]

sorry, i think i have my Q's out of order. For Dis it would be Q4, Q125

So, FYQ3 is fine and I am looking and zero park days were impacted July to September 2024 (FYQ4).

Plus, Q4 will likely have a bump in international bookings for DLP as they were well down during the Paris Olympics.

It is a strong looking 2nd half the fiscal year, esp for domestic parks.

EDIT: If there was a hurricane or tropical storm affecting the Orlando area in Q4, it was not enough of an impact to get a mention in the Q4 earnings call.

 

[Aluminum Falcon]

So, FYQ3 is fine and I am looking and zero park days were impacted July to September 2024 (FYQ4).

Plus, Q4 will likely have a bump in international bookings for DLP as they were well down during the Paris Olympics.

It is a strong looking 2nd half the fiscal year, esp for domestic parks.

EDIT: If there was a hurricane or tropical storm affecting the Orlando are in Q4, it was not enough of an impact to get a mention in the Q4 earnings call.

fair enough

 

[HokieRaven5]

sorry, i think i have my Q's out of order. For Dis it would be Q4, Q125

So, FYQ3 is fine and I am looking and zero park days were impacted July to September 2024 (FYQ4).

Plus, Q4 will likely have a bump in international bookings for DLP as they were well down during the Paris Olympics.

It is a strong looking 2nd half the fiscal year, esp for domestic parks.

EDIT: If there was a hurricane or tropical storm affecting the Orlando are in Q4, it was not enough of an impact to get a mention in the Q4 earnings call.

Yeah it was Q1 FY 25. Hurricanes closed the parks in October. If Hugh was talking just remaining fiscal 25 the hurricane closures aren’t a factor

 

[Aluminum Falcon]

Yeah it was Q1 FY 25. Hurricanes closed the parks in October. If Hugh was talking just remaining fiscal 25 the hurricane closures aren’t a factor

i just saw that as well, i don't know why i was confusing the reports

 

[Brian Noble]

It's easy to do with the October FY.

 

[Aluminum Falcon]

It's easy to do with the October FY.

HAHA, very true. i do this constantly with multiple companies. just can't get it to stick

 

[HokieRaven5]

The two prominent theater chains that report to the SEC also filed recently. Operating incomes for AMC and Cinemark for the latest quarter:

AMC : ($202.1M)
Cinemark : ($38.6M)

AMC total revenue was down about $100M from last year.

Cinemark revenue down $30M

Admission revenue down for both.

https://ir.cinemark.com/sec-filings...0000950170-25-062253/0000950170-25-062253.pdf

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001411579/000141157925000055/amc-20250331x10q.htm