My opinion is this: WDW is looking to make money on this.
(snip)
They ARE A BUSINESS! Walt and his Utopian vision went out the door 40 years ago!
All of that goes without saying. It was true in Walt's day (he didn't build
Disneyland thinking it would be a charitable money pit) and it's true of all businesses.
Some ways in which it will impact the bottom line are obvious. When they go paperless (or close to it), they eliminate most paper ticket costs including printing, waste disposal, maintenance on the machines, etc. Each FP distribution point is staffed by a Cast Member so if those go away--or are combined into a much smaller centralized location solely for people not on the FP+ system--there would be significant labor savings.
It has been speculated that RFID-enabled theme park gates would be easier for guests to utilize, thus requiring fewer CMs to monitor each station.
Hotel occupancy could see some uptick if FP+ is a hotel exclusive.
The wristbands would almost certainly be an optional purchase so that represents additional revenue.
And there can be tremendous value in bringing something to the table which is unique from the competition. Much of the RFID tech which has been discussed (and speculated upon) could be a substantial difference-maker when comparing Disney to Universal and other lesser competitors.
This isn't solely about achieving a 20% hotel occupancy or rate increase...it's about streamlining many areas to reduce costs, increase revenue and improve the guest experience (which ultimately helps with the revenues.)
In my mind, the primary unanswered question is how aggressive Disney thinks it can be in trying to leverage the new tech. Would they really eliminate FP entirely for off-site guests? Would they try to end the "
free dining" promos? Would they impose different levels of FP+ depending upon the guest's resort selection (i.e. better benefits for Deluxe than Value)?
The suits may have access to a lot of guest surveys and other market research but they've had their share of missteps. The most aggressive moves available also have the greatest potential to backfire.