DIS Shareholders and Stock Info ONLY

[OKW Lover]

Some interesting tax appraisal numbers...

https://www.clickorlando.com/news/l...nge-county-to-court-over-excessive-tax-bills/

That is some appraisal for a parking lot.

And wow, Galactic Starcruiser, the gift that keeps on giving!

Property	Est. Assessed Value
Epcot	$794.6 million
Hollywood Studios	$639.4 million
Magic Kingdom	$621.8 million
Animal Kingdom	$495 million
Coronado Springs Resort	$349.7 million
Grand Floridian Resort	$333.2 million
Caribbean Beach Resort	$243.1 million
Boardwalk Resort	$95.5 million
Wilderness Lodge Resort	$94.3 million
Ft. Wilderness Resort	$91.4 million
1500 Live Oak Lane	$73.3 million
Blizzard Beach	$72.5 million
Magic Kingdom Parking Lot	$68.5 million
Typhoon Lagoon	$53.2 million
Galactic Starcruiser (Defunct)	$38.3 million
Disney Transport Parts House (2451 Recycle Way)	$6.8 million
Amateur Athletic Union HQ (1910 Hotel Plaza Blvd.)	$4.1 million
AdventHealth Centra Care (12500 State Road 535)	$2.9 million
South Apopka Vineland Road	$2 million
Miscellaneous Property (12552 State Road 535)	$1.6 million

Interesting set of numbers.
For those that are not aware, this is an on-going feud between Disney and the Tax Assessors about the proper methodology for valuing their properties. This has been going on for many years. As required by law, Disney has paid the disputed tax bill in full and these claims are to get a rebate.

 

[HokieRaven5]

Speaking of AI:

https://thewaltdisneycompany.com/disney-openai-sora-agreement/

The Walt Disney Company and OpenAI Reach Landmark Agreement to Bring Beloved Characters from Across Disney’s Brands to Sora​

• As part of this three-year licensing agreement, Sora will be able to generate short, user-prompted social videos that can be viewed and shared by fans, drawing on more than 200 Disney, Marvel, Pixar and Star Wars characters.
• Agreement will make a selection of these fan-inspired Sora short form videos available to stream on Disney+.
• Disney and OpenAI affirm a shared commitment to responsible use of AI that protects the safety of users and the rights of creators.
• Alongside the licensing agreement, Disney will become a major customer of OpenAI, using its APIs to build new products, tools, and experiences, including for Disney+, and deploying ChatGPT for its employees.
• As part of the agreement, Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity.

 

[clarker99]

Speaking of AI:

https://thewaltdisneycompany.com/disney-openai-sora-agreement/

The Walt Disney Company and OpenAI Reach Landmark Agreement to Bring Beloved Characters from Across Disney’s Brands to Sora​

• As part of this three-year licensing agreement, Sora will be able to generate short, user-prompted social videos that can be viewed and shared by fans, drawing on more than 200 Disney, Marvel, Pixar and Star Wars characters.
• Agreement will make a selection of these fan-inspired Sora short form videos available to stream on Disney+.
• Disney and OpenAI affirm a shared commitment to responsible use of AI that protects the safety of users and the rights of creators.
• Alongside the licensing agreement, Disney will become a major customer of OpenAI, using its APIs to build new products, tools, and experiences, including for Disney+, and deploying ChatGPT for its employees.
• As part of the agreement, Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity.

I can't wrap my head around this one. Has to be a better way to invest $1B. Seemingly, just as the bubble is gonna burst. Lol. Time will tell, I guess.

 

[clarker99]

Okay, well that's not much! Sounds like the non-ad subscribers might be more profitable. Glad to know I'm profitable

Yeah, $2/mo plus the cost to develop the ad system and tools is not making the ad tier more profitable, that is for sure. But when the ad tier is making up the large majority of your user-base you have to invest in that tech.

 

[HokieRaven5]

I can't wrap my head around this one. Has to be a better way to invest $1B. Seemingly, just as the bubble is gonna burst. Lol. Time will tell, I guess.

Other than maybe getting a short term return, it’s a lot to dole out without knowing what Open AI is paying for the licensing rights to that many characters

 

[fatmanatee]

I can't wrap my head around this one. Has to be a better way to invest $1B. Seemingly, just as the bubble is gonna burst. Lol. Time will tell, I guess.

Interestingly hours before this they sent a cease and desist to Google involving *their* use of Disney in AI.

I agree, not a fan of this on a few levels, but I'd guess there's a lot of FOMO pressure from the board.

 

[wabbott]

https://finance.yahoo.com/news/bob-iger-expresses-concern-netflix-171151782.html

Bob Iger Warns Netflix Purchase of Warner Bros Discovery Gives Streamer ‘Pricing Leverage’

"We haven’t determined whether we’ll take a position or not," the Disney CEO tells CNBC as Netflix and Paramount battle it out for control

by Lucas Manfredi - The Wrap

Thu, December 11, 2025 at 11:11 AM CST

 

[irlandaise]

Disney Accuses Google of Using AI to Engage in Copyright Infringement on ‘Massive Scale’​

As Disney has gone into business with OpenAI, the Mouse House is accusing Google of copyright infringement on a “massive scale” using AI models and services to “commercially exploit and distribute” infringing images and videos.

On Wednesday evening, attorneys for Disney sent a cease-and-desist letter to Google, demanding that Google stop the alleged infringement in its AI systems.

More here:
https://variety.com/2025/digital/ne...ringement-cease-and-desist-letter-1236606429/