Yeah this is a good point, from a die hard Disney dude. But I think Disney still gives you reason to go, obviously. They already have sooooo much that they might not feel the need to compete so heavily with Universal, since Universal is kinda playing catch up (but doing a damn fine job at it)!
It would be interesting to compare the two parks say around 2008 or so. Harry Potter hadn't opened yet at all, and Disney just introduced Toy Story and Everest. They were on top of the world then.
THAT was the last time Disney was winning the current attraction battle. But maybe it doesn't matter... because they're still winning the overall war.
(war/battle/win-lose comparisons made purely light hearted)
Excellent...
Just to flesh it out a little.
Brian Roberts, Comcast CEO, had a history with Disney and specifically Eisner and threw out that takeover bid in 2003.
Now...he's a good executive...his cable sucks (all cable sucks)...but they are a revenue machine rivaling Disney. The previous owners of universal were not. If you have read his history and have read or heard him speak - I think he thirsts for the challenge of going after the big guy...which describes Orlando perfectly. Unlike bob the stock slug who is a tanning booth tinkerer looking for low cost "profits" on the fringes of his fabric.
I'll never be convinced that the Comcast bid wasnt meant to disrupt Disney and force Eisner out...Roberts calls it a mistake, but he was never dumb enough to think Disney could be taken over against the board will at that time...
He had an inside guy...his name was roy e Disney...and it succeeded.
Remember...Comcast is a content delivery entity (even moreso at that time) and Disney product is a huge part of that (especially that crappy sports network)...they are rivals with Disney really only in parks...partners elsewhere.
But Comcast also sees the danger in their core business...with threats for the digital future come from all kids of angles - notable google and apple.
Content is the future and they are moving that way. Amusement parks and travel are a manifestation of content.
They are going to continue to muscle in...
Look at their history:
Buy TV conglomerate? Check
Massively flesh out destinations? Check and accelerating
Increase international presence? Check and continuing
Acquire content? Stay tuned on that...but it's going to happen.
The wdw complex has too much of a head start...size being a big one but also the difference in economics from their construction periods to now...
Comcast will not "catch up" completely
But they can definitely cut into share...and that is gonna be brutal to the glorified accountants in Anaheim and their stock analyst buddies...
There are only a handful of big entertainment giants that fit into the same category...disney was never competing against one in the themepark market before...
Until now. It's not about the history of the parks...it's that now they have somebody competing with stones and as big of a wallet.
They could have tinkered with parks like the previous UOR owners...
They obviously are not.
They are not equal...but don't be silly enough to not watch this develop.