Disney 1st Quarter Earnings Call 2018

[crazy4wdw]

Anything about Tokyo Disney Sky?

Sorry about all of the questions but I'm still at the office and can't listen in on the report.

 

[rteetz]

Anything about Tokyo Disney Sky?

Sorry about all of the questions but I'm still at the office and can't listen in on the report.

No. That likely wouldn't come from this as OLC owns Tokyo.

 

[TheMaxRebo]

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

maybe in the Q&A from analysts part part if they are having that

 

[TheMaxRebo]

Animal Kingdom saw record attendance following Pandora.

I would hope so! Be a bad sign if that wasn't the case!

 

[Brer Chump]

Ad revenue at ESPN -11%.

Yikes.

 

[rteetz]

Movies

Home Video was down. Theatrical was up due to Coco and Last Jedi.

 

[rteetz]

Disney has spent 17.6 million on stock repurchase since January.

 

[rteetz]

Disney expects cable expenses to be up next quarter due to BAMTech and College Football.

 

[rteetz]

Here is the questions...

 

[rteetz]

ESPN+ technology will be completely new. It is a new app from the current app. Scores, highlights, and personalized content. All from BAMTech.

 

[rteetz]

You will be able to use Apple TV or Airplay for ESPN+.

Thousands of hours of live programming. Get entire library of 30 for 30.

 

[dina444444]

You will be able to use Apple TV or Airplay for ESPN+.

Thousands of hours of live programming. Get entire library of 30 for 30.

If this service allows you to watch any MLB game during the season I will definitely be getting it.

 

[rteetz]

BAMTech is now part of Disney's Media Networks Division.

 

[rteetz]

The new Star Wars series will be set in a specific time period.

The new Disney streaming app will have a exclusive Star Wars series as well.

 

[rteetz]

Iger does not announce Toy Story Land date just says later this year.

 

[rteetz]

Toy Story Land is roughly 10 acres compares to 14 acres of Star Wars.

 

[rteetz]

Disney originally expected a $100 million loss but has upped that expectation to $250 million for the year.

 

[rteetz]

Shanghai Disneyland has had a great year. Attendance has been up. Ticket model is changing to three tier. Toy Story Land opens there April 26th. Several potential expansion options on the table.

 

[dina444444]

Disney originally expected a $100 million loss but has upped that expectation to $250 million for the year.

This is Hulu specific correct?

 

[rteetz]

This is Hulu specific correct?

Probably I missed the specifics.