DIS Shareholders and Stock Info ONLY

[HokieRaven5]

Missed Synergy Opportunity:

 

[clarker99]

Missed Synergy Opportunity:

Oh, I thought about it. Lol

 

[PsylockeSmythe]

The question is, 'Would more people go to the theater to watch movies if studios waited an unreasonable amount of time to release to streaming'? Like say 12months or more.

My guess is that this would do nothing to counter the downward trend of ticket sales.

My feelings are that the downward trend would continue, but at a more gradual down trend then is currently happening. Right now, and again this is just my feeling on this, the going to a movie experience has been going downhill since the early 2000's. Between ticket prices, concession prices, cell phones and people who have no respect for others in a group setting, it just isn't worth the hassle any longer. Last thing I want to encounter after spending almost $20 for two matinee tickets plus another $15+ for 2 drinks and a large popcorn is deal with people irrupting the movie by being loud or using/being on their cell phones during the movie.

Right now, there are just too many other activities that are competing for the entertainment dollars being spent, to were going to a movie is just bad value for a family of 4.

Psy

 

[Duckbug.Ducktales]

Am I the only one who lives in an area where people are mostly respectful inside theaters?

 

[BrianL]

Am I the only one who lives in an area where people are mostly respectful inside theaters?

Yes!

Seriously, most people are, but it only takes one or two to create a bad experience for everybody.

 

[Duckbug.Ducktales]

Yes!

Seriously, most people are, but it only takes one or two to create a bad experience for everybody.

Yes, too bad.

Makes me wonder if my experience is because we go to the one Dolby theater in our area. One of the AMCs near us had a Dolby theater, which is more expensive. Maybe it's a self-selecting crowd of movie aficionados

 

[bryaalre]

Yes, too bad.

Makes me wonder if my experience is because we go to the one Dolby theater in our area. One of the AMCs near us had a Dolby theater, which is more expensive. Maybe it's a self-selecting crowd if movie aficionados

I have gone to about 10 movies over the last year and have not had any issue with people in the audience. Granted, two of those showings I was the only one, but still, I have yet to have a bad experience at all.

 

[Suger Mag]

Ticket cost and unruly patrons aside.... So many more people have large TVs and nice speakers nowadays. The home entertainment tech is nice and accessible. I know for ourselves we often prefer to watch movies at home, can pause, grab a snack. Some stuff we will trek to the theater for, but the bar is a lot higher now.

 

[clarker99]

DCL FY24 Report (Oct ‘23 to Sept ‘24)

(000,000)
https://find-and-update.company-inf...UwOWFkaXF6a2N4/document?format=pdf&download=0

 

[peder]

Interesting the extent that costs have outpaced revenue growth for DCL

 

[OKW Lover]

DCL FY24 Report (Oct ‘23 to Sept ‘24)
View attachment 978108
(000,000)
https://find-and-update.company-inf...UwOWFkaXF6a2N4/document?format=pdf&download=0

Interesting set of numbers - at least to me as a recovering bean counter.

 

[clarker99]

Interesting the extent that costs have outpaced revenue growth for DCL

Inflation on wages and goods plus paying for new ships and Islands.

$110m more in depreciation vs. 2019 (Ship(s) and Islands). DCL had 16% wage inflation growth along with 1876 more employees vs 2019.

 

[HokieRaven5]

ESPN and MLB back at the negotiating table:

https://www.nytimes.com/athletic/6463359/2025/06/30/mlb-espn-contract-talk/

 

[HokieRaven5]

https://thewaltdisneycompany.com/disneys-q3-fy25-earnings-results-webcast/

The Walt Disney Company will host a live audio webcast to discuss fiscal third quarter 2025 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Wednesday, August 6, 2025.

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

The webcast presentation will be archived.

 

[Elijah Abrams]

https://thewaltdisneycompany.com/disneys-q3-fy25-earnings-results-webcast/

The Walt Disney Company will host a live audio webcast to discuss fiscal third quarter 2025 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Wednesday, August 6, 2025.

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

The webcast presentation will be archived.

Any predictions anyone? I have one, and it’s concerning: What happens to Pixar, especially after Elio bombing and that recent Hollywood Reporter article on their current management.

 

[wabbott]

FWIW, here's Zack's.

https://www.zacks.com/stock/quote/DIS/detailed-earning-estimates

 

[RivShore]

Tourists keep spending and I'm sure those Epic visitors are stopping by WDW...

https://www.clickorlando.com/theme-...-tax-collections-hit-record-for-month-of-may/

Epic impact: Orange County tourist tax collections hit record for month of May​

ORLANDO, Fla. – For the first time since its May grand opening, new numbers are spotlighting the economic surge that Universal Epic Universe is fueling in Orange County.

Orange County Comptroller Phil Diamond on Monday announced that Tourist Development Tax (TDT) collections for May 2025 reached nearly $30 million, marking a 5.7% increase compared to May 2024 and the highest amount ever recorded in the month of May.

Diamond credited the surge partly to the grand opening of Epic Universe on May 22, which attracted many visitors.

Tourist Development Tax, also known as the “bed tax”, is a 6% tax levied on hotel stays and other short-term rentals. The money must be used for tourism promotion and for facilities and programs that benefit the tourism industry.

“The TDT numbers continue to be strong. May’s record-breaking revenues are a testament to the hard work of those who are part of our vibrant tourism industry, said Orange County Mayor Jerry Demings. ”Visitors love to come to Orlando and Orange County, and the TDT figures reflect that.”

Here’s what visitors are talking about when it comes to the Epic experience.

Orlando’s travel performance also showed positive trends in May. Hotel occupancy rose to 69.2%, up 0.6% year-over-year, while hotel demand increased 2.6%, helped by the addition of 2,500 new hotel rooms. The average daily hotel rate climbed 4.7% to $198.20.

Major events at the Orange County Convention Center contributed to the tourism boost, including Coverings with 26,800 attendees, U.S. Chess with 17,500 attendees, and the SAP & ASUG Annual Conference with 15,000 attendees. Short-term rentals in Metro Orlando saw a 12% increase in demand compared to May 2024.

On the financial side, the county’s Renewal & Replacement Reserves increased by $4 million in May, reaching $140.5 million in the Other Authorized Uses Reserves. These funds will support upcoming projects such as the Convention Center expansion, Camping World Stadium renovations, and the UCF football stadium tower project.

New parks spark excitement

Epic Universe is the first major theme park to open in Central Florida in 26 years.

In November, Diamond discussed with News 6 the impact other theme parks and major attractions experienced during their first year of operation.

“The year after Animal Kingdom opened, there was about an 8% increase in spending, which is a good increase. However, the year after Islands of Adventure opened, there was about a 1.8% increase. After Harry Potter opened, there was about a 7% increase,” he explained.

Diamond said the June TDT collections report will be released in early August.

 

[clarker99]

Tourists keep spending and I'm sure those Epic visitors are stopping by WDW...

https://www.clickorlando.com/theme-...-tax-collections-hit-record-for-month-of-may/

Epic impact: Orange County tourist tax collections hit record for month of May​

ORLANDO, Fla. – For the first time since its May grand opening, new numbers are spotlighting the economic surge that Universal Epic Universe is fueling in Orange County.

Orange County Comptroller Phil Diamond on Monday announced that Tourist Development Tax (TDT) collections for May 2025 reached nearly $30 million, marking a 5.7% increase compared to May 2024 and the highest amount ever recorded in the month of May.

Diamond credited the surge partly to the grand opening of Epic Universe on May 22, which attracted many visitors.

Tourist Development Tax, also known as the “bed tax”, is a 6% tax levied on hotel stays and other short-term rentals. The money must be used for tourism promotion and for facilities and programs that benefit the tourism industry.

“The TDT numbers continue to be strong. May’s record-breaking revenues are a testament to the hard work of those who are part of our vibrant tourism industry, said Orange County Mayor Jerry Demings. ”Visitors love to come to Orlando and Orange County, and the TDT figures reflect that.”

Here’s what visitors are talking about when it comes to the Epic experience.

Orlando’s travel performance also showed positive trends in May. Hotel occupancy rose to 69.2%, up 0.6% year-over-year, while hotel demand increased 2.6%, helped by the addition of 2,500 new hotel rooms. The average daily hotel rate climbed 4.7% to $198.20.

Major events at the Orange County Convention Center contributed to the tourism boost, including Coverings with 26,800 attendees, U.S. Chess with 17,500 attendees, and the SAP & ASUG Annual Conference with 15,000 attendees. Short-term rentals in Metro Orlando saw a 12% increase in demand compared to May 2024.

On the financial side, the county’s Renewal & Replacement Reserves increased by $4 million in May, reaching $140.5 million in the Other Authorized Uses Reserves. These funds will support upcoming projects such as the Convention Center expansion, Camping World Stadium renovations, and the UCF football stadium tower project.

New parks spark excitement

Epic Universe is the first major theme park to open in Central Florida in 26 years.

In November, Diamond discussed with News 6 the impact other theme parks and major attractions experienced during their first year of operation.

“The year after Animal Kingdom opened, there was about an 8% increase in spending, which is a good increase. However, the year after Islands of Adventure opened, there was about a 1.8% increase. After Harry Potter opened, there was about a 7% increase,” he explained.

Diamond said the June TDT collections report will be released in early August.

 

[irlandaise]

So maybe superhero movies aren't dead after all...

Box Office: ‘Superman’ Flies to Huge $22.5 Million in Previews, Biggest of 2025 So Far

 

[BrianL]

So maybe superhero movies aren't dead after all...

Box Office: ‘Superman’ Flies to Huge $22.5 Million in Previews, Biggest of 2025 So Far

I saw it last night and really enjoyed it. It was refreshing after the last version of Superman/DC Universe on the big screen.