News Round Up 2017

Here is something to think about as well.

There has long, long been rumors of NFL and some other sports going to a "pay per view" format, no longer getting the big bucks from public broadcasting. With this move, Disney and ABC/ESPN could help foster that and move the NFL at least off of cable and to more of a internet broadcast. Look for Sunday or thursday night games going to pay per view broad band launch in the next few years, then eventually see broadcast TV start to fold

I don't have cable, at all.

If there was an option where I could pay a yearly fee to stream all the current season NFL games (both in and out of market) live, as well as all the archived games, I would jump on that in a heartbeat. Alas, to my knowledge, no such luck for in-market.

I would be ecstatic for someone to tell me I'm wrong, and such a service exists.
 
It's hard to argue they haven't priced out the middle class when you look at the numbers. I also am not sure I can really blame Disney, and I don't know what the answer is. How was Disney both more affordable and less crowded 20 years ago, yet Disney still (I would assume) turned a major profit? Even in the last 5 years Disney has become overcrowded, and that's with ridiculous price increases. I don't want to think about how bad they would be if hotels and parks were prices consistent with inflation over the last 20 years.

Economics are cyclical overall and WDW is reflective of it. Look at the dow value... In terms of actual spending power though, I have broader thoughts about the US' economic situation.
 
I don't have cable, at all.

If there was an option where I could pay a yearly fee to stream all the current season NFL games (both in and out of market) live, as well as all the archived games, I would jump on that in a heartbeat. Alas, to my knowledge, no such luck for in-market.

I would be ecstatic for someone to tell me I'm wrong, and such a service exists.

Direct tv (at&t)...has paid the exclusive ransom for the NFL. When the damn breaks on that...all options spill out on the table
 
We just looked into getting rid of cable and just go to streaming. It was going to cost us the same. We would have had to get CBS, Sling and Hulu to get all the channels that we watch. With it costing the same it was just simpler to stay with cable.
 

Economics are cyclical overall and WDW is reflective of it. Look at the dow value... In terms of actual spending power though, I have broader thoughts about the US' economic situation.

The economy is a simple reflection of upper end wealth accumulation...that wasn't the case in 1964

But here's what you have to consider:
1. When has attendance ever lagged in a "boom" economy? And I've scene "domestic parks are up 8%"...Remember that Paris is in play now too...so that number needs to be examined. Attendance for the last 3 or so years overall has not been much more than flat.
2. When have people ever been "priced out" in a "boom" economy before?
 
The economy is a simple reflection of upper end wealth accumulation...that wasn't the case in 1964

But here's what you have to consider:
1. When has attendance ever lagged in a "boom" economy? And I've scene "domestic parks are up 8%"...Remember that Paris is in play now too...so that number needs to be examined. Attendance for the last 3 or so years overall has not been much more than flat.
2. When have people ever been "priced out" in a "boom" economy before?

And...I couldn't agree more.
 
I know there has been some discussion of the Florida resident dining offer and I finally listened to yesterday's Dis podcast this morning so I thought I would post the fine print in case anyone else is curious about the Florida resident dining offer. You cannot combine it with other offers.

FL resident dining offer.jpg
 

Sorry to see Lt Dan go, but love Gina Torres ...

"The 48 year old actress has appeared in Westworld (as Lauren), Hercules: The Legendary Journeys (as Nebula), Xena: Warrior Princess (as Cleopatra), and most recently as Jessica Pearson in the USA Network series Suits"

Seriously, no mention of Firefly/Serenity !? Might as well put down Cleopatra 2525 if you're going with Herc/Xena (look that one up if you don't remember it)
 
Sorry to see Lt Dan go, but love Gina Torres ...

"The 48 year old actress has appeared in Westworld (as Lauren), Hercules: The Legendary Journeys (as Nebula), Xena: Warrior Princess (as Cleopatra), and most recently as Jessica Pearson in the USA Network series Suits"

Seriously, no mention of Firefly/Serenity !? Might as well put down Cleopatra 2525 if you're going with Herc/Xena (look that one up if you don't remember it)
Ahh Cleopatra 2525, Hercules and Xena--that takes me back.

I also remember her in Angel for a story arc.
 
Disney is getting crushed on the only street that matters today...and it isn't Main Street USA

...that's normal in a "fantastic" economy, right?

This is what happens when you try and confront the significant disruption in one of your primary business drivers. They are still up over 10% since October recent lows. Until the stock drops below $90, they are still above the lower bound that is well established. Interpreting day to day movements of stocks as judgments on long term prospects is a fool's errand. Disney lives between 90 and 120 a share, and has for more than a few years. Nothing is really noteworthy so long as it stays within that range.
 
Sorry to see Lt Dan go, but love Gina Torres ...

"The 48 year old actress has appeared in Westworld (as Lauren), Hercules: The Legendary Journeys (as Nebula), Xena: Warrior Princess (as Cleopatra), and most recently as Jessica Pearson in the USA Network series Suits"

Seriously, no mention of Firefly/Serenity !? Might as well put down Cleopatra 2525 if you're going with Herc/Xena (look that one up if you don't remember it)

I know right? How perfect of a choice is Zoe? Too bad about Lt. Dan though!
 
This is what happens when you try and confront the significant disruption in one of your primary business drivers. They are still up over 10% since October recent lows. Until the stock drops below $90, they are still above the lower bound that is well established. Interpreting day to day movements of stocks as judgments on long term prospects is a fool's errand. Disney lives between 90 and 120 a share, and has for more than a few years. Nothing is really noteworthy so long as it stays within that range.

Is that how analysts/board rooms look at it?

That won't lead to a panicky, misguided crush for quarterlies, right?
 














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