Disney Quarterly Earnings and Say goodbye to Disney Infinity

[Taylor Nicole]

Very disappointed to hear about Disney Infinity.

 

[Taylor Nicole]

Iger says Disney is looking to expand in Tokyo and Hong Kong (rumored second gate).

Wonder if it would be Star Wars?

 

[Irish_Mike]

I am a bit surprised too - though my guess is they can't justify keeping the entire video game business segment for one game - and one whose shelf life is perhaps running out.

I wouldn't say it's shelf life is running out - as long as there are Disney movies, they could have theoretically continued producing content. But I imagine the gaming division was just too far under to justify trying keeping it afloat.

Iger says Disney is looking to expand in Tokyo and Hong Kong (rumored second gate).

Please stay on budget, please stay on budget...

 

[TheMaxRebo]

I would assume that but I'm not positive. I don't know how they work in numbers for places like Tokyo and Hong Kong which they don't own majority.

Just curious as I recall them mentioning the high occupancy on the Orlando Podcast and how when that happens they usually start planning new resorts and connected that with the land variance they got on that land inbetween Yacht club and EPCOT

 

[rteetz]

Iger says analysts shouldn't look at Disney as a quarter to quarter company, they don't operate that way.

 

[rteetz]

Just curious as I recall them mentioning the high occupancy on the Orlando Podcast and how when that happens they usually start planning new resorts and connected that with the land variance they got on that land inbetween Yacht club and EPCOT

Yes it was talked about after the year end earnings report that occupancy was quite high and at the point expansion would be looked at.

 

[TheMaxRebo]

I wouldn't say it's shelf life is running out - as long as there are Disney movies, they could have theoretically continued producing content. But I imagine the gaming division was just too far under to justify trying keeping it afloat.



Please stay on budget, please stay on budget...

Stay on budget .... stay on budget....

IT'S A TRAP!!!

 

[TheMaxRebo]

Iger says analysts shouldn't look at Disney as a quarter to quarter company, they don't operate that way.

which is what a lot of CEO's say when the quarterly results don't far exceed expectations

 

[rteetz]

Iger says there has been no pushback on Shanghai pricing so far.

 

[rteetz]

Zootopia characters will be in China soon as well.

 

[rteetz]

Iger says they are pleased with DisneyLife in the UK

 

[Irish_Mike]

I was trying to looking up sales figures for Infinity, just out of sheer curiosity.

It ranked in 200 million this past holiday season alone.

 

[Budshark]

The problem with Infinity was that people saw the figure as too expensive and a money grab.

We always looked at it as a deal - I get video game content and an action figure. I looked at how many Star Wars and GI Joe figures I had growing up... My sons Disney Infinity figures (and Amiibo and Skylanders) spent as much time playing outside the game as they did inside the game. There were many times I came home to a massive "battle" going on in the family room with dozens of figures grouped and teamed up. When we approached it that way, the figures were not at all expensive and the fact they served double duty was good.

The important thing is they keep the Toy Box servers running and that community active. There are several dozen figures with unique moves to keep the game and content alive for years if the Toy Box stays up.

 

[rteetz]

The problem with Infinity was that people saw the figure as too expensive and a money grab.

We always looked at it as a deal - I get video game content and an action figure. I looked at how many Star Wars and GI Joe figures I had growing up... My sons Disney Infinity figures (and Amiibo and Skylanders) spent as much time playing outside the game as they did inside the game. There were many times I came home to a massive "battle" going on in the family room with dozens of figures grouped and teamed up. When we approached it that way, the figures were not at all expensive and the fact they served double duty was good.

The important thing is they keep the Toy Box servers running and that community active. There are several dozen figures with unique moves to keep the game and content alive for years if the Toy Box stays up.

Yeah we got Disney infinity when it first came out and got about 12 or so character eventually. But then you have to add in power discs and all of this other stuff it's quite an expensive model and I can see why it wore off.

 

[Stigsmom]

I'm curious about what will happen to the Disney infinity space in the kids club on the Disney Dream ship. My kids were wanting to go try that out.

 

[DisneyGeekyParadise]

Hope the 300 dropped will land on their feet. Hopefully square Enix will pick some of them up and they might help with kingdom hearts 3, I don't know.

 

[rteetz]

I'm curious about what will happen to the Disney infinity space in the kids club on the Disney Dream ship. My kids were wanting to go try that out.

Probably just a gaming center or will be changed altogether.

 

[ChipnDale79]

I assume that is global hotel occupancy, correct? I feel like I've heard recently the Florida hotels were running at rather high occupancies in general

I thought I read earlier attendance was up at DLR, however WDW had a "modest" decline.

 

[Planogirl]

I thought I read earlier attendance was up at DLR, however WDW had a "modest" decline.

That's what I read too. Plus I heard that there is more availabity for WDW resorts lately but that might not reflect on this report.

 

[rteetz]

I thought I read earlier attendance was up at DLR, however WDW had a "modest" decline.

Most things I saw say attendance was just flat so really no increase or decrease. This is interesting though. Are we hitting a price plateau? I think a lot has to do with DHS, attendance has to be down there. I've also heard attendance at Epcot has been flat or down without Soarin.