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Started By
Message
re: FOAFO Disney Plus edition: D+ lost 2.4 million subscribers in the 3 months ending Dec.31st
Posted on 2/9/23 at 11:27 am to Jay Are
Posted on 2/9/23 at 11:27 am to Jay Are
He really hasn't. The only thing that was done at all the parks is free parking at the resorts. The other things they announced have only been implemented at Disneyland, which is a locals park. No changes and no effective dates at Disney world. I listened to the call yesterday and the Parks are making money. It is Digital that is losing. Most of the problems were Iger problems, started with him. Chapek had to do drastic measures, because Iger was undermining him the whole time. He controlled the Executives and the Board. The only things that sounded good yesterday is that they will separate ESPN and seems like they are preparing to spin it off.
They are now working on a Toystory 5, Zootopia 2 and a Frozen 3. That is Iger's innovation.
There is soo much that has gone by the wayside at the parks while making tremendous profits post Covid, they will not change anything major, since they were already under development under Iger.
The layoffs should come from other areas, not themed entertainment. If anything, they need to hire people back. However, that probably will not happen.
They are now working on a Toystory 5, Zootopia 2 and a Frozen 3. That is Iger's innovation.
There is soo much that has gone by the wayside at the parks while making tremendous profits post Covid, they will not change anything major, since they were already under development under Iger.
The layoffs should come from other areas, not themed entertainment. If anything, they need to hire people back. However, that probably will not happen.
1
Posted on 2/9/23 at 12:47 pm to tiger94gop
quote:Just an offhand guess, it probably isn't the streaming services that are losing money, it's the movie (theaters) department.
. I listened to the call yesterday and the Parks are making money. It is Digital that is losing.
Nobody is seeing movies in the theater anymore, unless it was Maverick (not Disney), or Avatar 2 (not in this time bracket). What was the next biggest- Spiderman? That ain't Disney either, not for films. That has been way down across the board since Covid, and I expect changes will have to be made to rebalance things.
Woke or not, Disney puts their movies on stream pretty fast, a couple months after they open. That isn't helping them. I saw Black Widow, Shang Chi, Love and Thunder, Eternals and not sure what else, that way. If I watch Black Panther 2, it's going to be how I see that too.
When you consider those should ALL be massive moneymakers (riding the MCU's coattails), that's a problem.
And to be fair, I haven't seen an MCU movie that makes me want to see the next one at the theater, yet.
If they cut back access to those things on Disney+, it might help; or it might hurt subscriptions there.
Posted on 2/9/23 at 1:23 pm to Scoob
The cost of content and no adv revenue has been the big loss. The loss of the box office is not the issue. He talked about legacy media and how it has fallen off, but they are still viable there and it is making some money.
The issue is everyone is losing with streaming, but Iger made some horrible moves with Fox and Hulu. Chapek thought he could go all in on streaming and start to see it turn a profit a lot faster. Iger's predictions were far more conservative, but both were off. Streaming is the future, but how to maximize profit there is an issue for all streaming platforms. Iger doesn't have any better ideas than Chapek, meanwhile the parks will be carrying the water for a large portion of the company.
I think spinning off ESPN will be a help on obligations, I'm not sure about the balance sheet and profits. They are looking forward to the new College football package revenue. Also, a large part of the streaming subs were ESPN+. If that is sold, there may be more losses to D+ and Hulu. Disney also owes Comcast a huge payment for their share of Hulu and I don't think they even discussed that payment coming due this year. I think it is 28 billion.
The issue is everyone is losing with streaming, but Iger made some horrible moves with Fox and Hulu. Chapek thought he could go all in on streaming and start to see it turn a profit a lot faster. Iger's predictions were far more conservative, but both were off. Streaming is the future, but how to maximize profit there is an issue for all streaming platforms. Iger doesn't have any better ideas than Chapek, meanwhile the parks will be carrying the water for a large portion of the company.
I think spinning off ESPN will be a help on obligations, I'm not sure about the balance sheet and profits. They are looking forward to the new College football package revenue. Also, a large part of the streaming subs were ESPN+. If that is sold, there may be more losses to D+ and Hulu. Disney also owes Comcast a huge payment for their share of Hulu and I don't think they even discussed that payment coming due this year. I think it is 28 billion.
Posted on 2/9/23 at 1:39 pm to SouthEasternKaiju
That’s not a lot
Plus they increased the price
Plus they increased the price
Posted on 2/9/23 at 1:41 pm to tiger94gop
quote:
The cost of content and no adv revenue has been the big loss. The loss of the box office is not the issue. He talked about legacy media and how it has fallen off, but they are still viable there and it is making some money.
They should be looking at getting the D+ originals on linear TV. You want more people to sign for the service? Let FX run the first season of the Mandalorian ahead of the start of season 3. Hell, they could probably make even more by selling it to TNT or TBS. Those channels run the Star Wars movies so often as is they'd probably jump at it.
Posted on 2/9/23 at 1:55 pm to CAPEX
quote:
It's not my fault I used it in a way that is very frequently said in the UK. I just say what I want to say.
Made more sense when you said you were in London, sounds like something the British would say. I might start calling it the soccer from now on
Posted on 2/9/23 at 2:02 pm to whatiknowsofar
quote:
That's like 1.4% of its subscribers.
yeah, tell your boss you lost 2.4 million customers in a matter of months.
Posted on 2/9/23 at 2:07 pm to dgnx6
quote:
yeah, tell your boss you lost 2.4 million customers in a matter of months
I’m sure my boss would be fine with me losing 2.4 million customers if the profits from the remaining customers exceeded the previous year
Posted on 2/9/23 at 8:45 pm to SouthEasternKaiju
Disney to bring back Tim Allen as voice of Buzz Light year, and voila ! Pamela Anderson drops insane #MeToo claim!
The timing is spectacular. She sez he “ exposed himself “ when they were on Tool Time.
The timing is spectacular. She sez he “ exposed himself “ when they were on Tool Time.
Posted on 2/9/23 at 8:51 pm to tiger94gop
Iger did an interview after yesterday's meeting and is open to selling HULU. Keeping Disney's original IPs on D+ and letting the HULU and shared IP's go. It would be real ugly since HULU is outperforming D+. He doesn't want to pay 28 Billion to Comcast.
Posted on 2/9/23 at 9:04 pm to SouthEasternKaiju
quote:
millions lost in subscriptio
Jesus Christ you can’t be this dumb, the net loss was due to cricket in India
Posted on 2/9/23 at 9:27 pm to SouthEasternKaiju
quote:
You mean the multiple links of actual news stories I posted?
The India numbers alone are the main reason and largest loss yet they created the smallest value of any service carrying Disney+. Not to mention they are no longer carrying the rights to Cricket there. So not hard to understand.
Even though Disney+ lost 1% in subs in streaming, ESPN+ and HULU gained 2%
quote:
Shares of Disney (DIS) jumped 6% in after-markets trading following the announcement of cost cutting and the return of the dividend. Shares of Disney (DIS) lost 43% of their value in 2022, but are up nearly 22% since Iger’s return was announced in November, through Wednesday’s close.
Seems like a good plan
And for the record 7000 employees only=3% for Disney. It will also be part of 2.5 billion in costs savings moving forward.
This post was edited on 2/9/23 at 9:32 pm
Posted on 2/9/23 at 10:14 pm to TideWarrior
Good bottom - line capitalism. Glad you’re here for it.
Posted on 2/9/23 at 11:28 pm to SouthEasternKaiju
Sometimes understanding what to extrapolate regarding info other than reading the slanted rhetoric might allow you to see things from a different point of view.
Either way I digress and lets come back after this current fiscal year and revisit the results. In truth neither of us outside of opinion have a clue what will happen especially with so may other variables driving the market.
Either way I digress and lets come back after this current fiscal year and revisit the results. In truth neither of us outside of opinion have a clue what will happen especially with so may other variables driving the market.
Posted on 2/9/23 at 11:39 pm to SouthEasternKaiju
Some people just sign up for the Madolorian or Boba Fett then drop it until the new season starts. I do the same with ESPN+.
Posted on 2/10/23 at 5:29 am to OldManRiver
quote:
However, they lost almost 4 million in India alone due to Cricket, so outside of that they actually gained 1.5 million worldwide, including 200K in the US and Canada
That’s so comforting to stock holders. If only Disney were a global conglomerate. Oh wait, they are, that means what goes on in India is just as relevant as what goes on in North America.
Posted on 2/10/23 at 6:15 am to Philzilla
quote:
That’s so comforting to stock holders. If only Disney were a global conglomerate. Oh wait, they are, that means what goes on in India is just as relevant as what goes on in North America.
Yes?
India is a market that Disney really shouldn't be that concerned about.
Their value per subscription is much, much lower than their North American and European subscribers.
Posted on 2/10/23 at 7:05 am to Philzilla
quote:
That’s so comforting to stock holders.
They are very excited as the company since before Covid has stated dividends will be going out. Which for stockholders is a good thing no matted what country you are in.
Posted on 2/10/23 at 7:32 am to TideWarrior
They said they anticipate paying a dividend in the Calendar year. Disney's year begins in Sept. So they won't see that until next fiscal year and they didn't say how much. It will most definitely be less than they were paying prior to the Pandemic. It was close to 2% with current projections it may not even be 1%. This was to address Peltz's play for a board seat. Smoke and mirrors.
Posted on 2/10/23 at 7:37 am to TideWarrior
quote:I mean, you are just defining "spin"
Sometimes understanding what to extrapolate regarding info other than reading the slanted rhetoric might allow you to see things from a different point of view.
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