Disney 1st Quarter Earnings Call 2018

[rteetz]

 

[rteetz]

Parks and Resorts revenues were up 13% from the first quarter last year. Operating Income up 21%.

 

[rteetz]

This hold music is weird...

 

[Lee Matthews]

I’m not a sports person but $5 a month seems like really good value. Depending on just how much content you get for that, I would subscribe if I can get it working here in the UK on a VPN

 

[TheMaxRebo]

I’m not a sports person but $5 a month seems like really good value. Depending on just how much content you get for that, I would subscribe if I can get it working here in the UK on a VPN

to me it depends what is included. I watch some ESPN since it is included with my cable bundle but not sure how much I would miss it if it went away so if nothing better/more unique than what they have now, not sure I would pay anything really for it

 

[rteetz]

Finally underway.

 

[rteetz]

to me it depends what is included. I watch some ESPN since it is included with my cable bundle but not sure how much I would miss it if it went away so if nothing better/more unique than what they have now, not sure I would pay anything really for it

Supposed to have thousands of live sports programming and special programming like 30 for 30.

 

[rteetz]

The regulatory process for acquiring Fox has begun.

 

[rteetz]

ESPN Plus will have podcasts, live streaming, and numerous other content. Scores, highlights, MLB, NHL, MLS, and more.

 

[rteetz]

New ESPN Plus app will release on IOS, Android, Chromecast at launch this spring. More platforms to follow.

 

[rteetz]

Disney's streaming service will release in late 2019

 

[rteetz]

Disney can't wait for the highly anticipated Black Panther release.

Pre-sales are out selling every other super hero movie ever.

 

[rteetz]

"Reaction to Solo: A Star Wars Story has been fantastic"

 

[crazy4wdw]

Any discussion on the rumor that Comcast may try to outbid Disney on the Twenty-First Century Fox deal?

 

[rteetz]

Parks and Resorts

Strong 1st quarter gives them more confidence in investing in parks and resorts.

 

[rteetz]

Any discussion on the rumor that Comcast may try to outbid Disney on the Twenty-First Century Fox deal?

Not yet. I don't know if I see that happening.

 

[rteetz]

More Disney IP such as Marvel and Star Wars are coming to Disneyland Paris.

 

[Lee Matthews]

New ESPN Plus app will release on IOS, Android, Chromecast at launch this spring. More platforms to follow.

Hope Apple TV is of those early formats

 

[rteetz]

Animal Kingdom saw record attendance following Pandora.

 

[Lee Matthews]

More Disney IP such as Marvel and Star Wars are coming to Disneyland Paris.

Good to hear. Marvel is good and I’ll never say no to more Star Wars