Hardcore troubadour 15,517 Posted August 8, 2022 8 minutes ago, GutterBoy said: He's a security guard, he doesn't know sh1t about business. I know less customers than you had before isn’t good for business. You don’t seem to grasp that. Share this post Link to post Share on other sites
craftsman 1,045 Posted August 8, 2022 36 minutes ago, Sean Mooney said: That doesn't answer the question. Should Disney be making movies to appease China or to make the movies they want to make? Should the US entertainment industry be giving in to what China wants? I don't need your business lessons. I understand business, you clearly don't. I'm trying to suss out where your morals stand on these issues because they seem to be moving targets. Share this post Link to post Share on other sites
Hawkeye21 2,401 Posted August 8, 2022 50 minutes ago, Hardcore troubadour said: Yeah, I’ve noticed all your disagreements with the liberals around here. They always get ignored. I’m not surprised though. You all seem to forget how I side with you on covid or the 2nd amendment. Easy to overlook the things you agree with though. Must have a one track mind. Share this post Link to post Share on other sites
TimHauck 2,931 Posted August 8, 2022 1 hour ago, Hardcore troubadour said: I know less customers than you had before isn’t good for business. You don’t seem to grasp that. …for their over the air TV service Share this post Link to post Share on other sites
GutterBoy 2,899 Posted August 8, 2022 8 hours ago, TimHauck said: …for their over the air TV service HT also thinks that Victoria's secret's business model is flawed because they eliminate half the world's population as customers. Share this post Link to post Share on other sites
GutterBoy 2,899 Posted August 8, 2022 Back to Disney, this rise of the resistance ride was so much fun, best ride of the week for me. Share this post Link to post Share on other sites
edjr 6,608 Posted August 8, 2022 3 minutes ago, GutterBoy said: Back to Disney, this rise of the resistance ride was so much fun, best ride of the week for me. When you got in line to wait for "It's a Small World" did they tell you to stop fooling around and get back to work? 2 Share this post Link to post Share on other sites
edjr 6,608 Posted August 8, 2022  Quote  Market Summary > Walt Disney Co 106.63 USD-50.13 (-31.98%)year to date   Ouch Share this post Link to post Share on other sites
Hawkeye21 2,401 Posted August 8, 2022 https://www.kiplinger.com/investing/stocks/605039/walt-disney-earnings-expected-to-show-monster-growth Walt Disney Earnings Expected to Show Monster Growth Our preview of the upcoming week's earnings reports include Walt Disney (DIS), Coinbase Global (COIN) and Bumble (BMBL). by: Karee Venema August 8, 2022 Although the busiest stretch of the second-quarter earnings season is mercifully behind us, it's far from over. Among the notable names on this week's earnings calendar is entertainment giant Walt Disney (DIS, $105.71). DIS is slated to report its fiscal third-quarter results after Wednesday's close. Analysts, on average, estimate earnings of $1.00 per share for the three-month period ended June 30, up 44.9% on a year-over-year (YoY) basis. The Street forecasts revenue to jump 20.6% to $20.5 billion. While Disney's theme parks likely benefited from an easing of COVID-related lockdowns, investors and traders will be interested to see what impact high inflation had on consumers' purchasing power, says Charlie Williams, equity research assistant at U.K.-based financial firm Hargreaves Lansdown. But as important as parks are to the entertainment conglomerate's bottom line, Disney's direct-to-consumer segment will likely draw the bulk of the market's attention. After all, competitor Netflix (NFLX) last month said it lost nearly 1 million subscribers in the April-to-June period, Williams adds. In its fiscal second quarter, Disney's Disney Plus streaming service added a greater-than-expected 7.9 million subscribers. Furthermore, the fact that Disney suspended its dividend in 2020 and has not repurchased stock since 2018 "puts added pressure on successful execution of Disney Plus, which requires significant capital," says CFRA Research analyst Kenneth Leon (Hold). For the company's fiscal Q3, Leon expects earnings per share (EPS) in line with the consensus, but anticipates slightly higher revenue of $21 billion. Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 8, 2022 10 hours ago, Hardcore troubadour said: No. Fock China. But this is so funny, you’ve been yapping about how not having China as a customer won’t affect Disney, but now you’re saying it’s about morals.  Why didn’t you just say less profits are the right thing to do in the first place? Instead you said it doesn’t matter to their bottom line. Too funny. I'm not saying it's about one or the other. I'm saying that you are arguing two different things depending on how you need to adjust your narrative. I'm trying to pin down exactly what you see as the balance between the two. All I'm saying is- movies should not necessarily be made just to appease China- especially if they think they can do enough business to be profitable without them. Since you know "so much about business" you should know that bottom lines can be adjusted when prepping a film. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 8, 2022 4 minutes ago, Sean Mooney said: I'm not saying it's about one or the other. I'm saying that you are arguing two different things depending on how you need to adjust your narrative. I'm trying to pin down exactly what you see as the balance between the two. All I'm saying is- movies should not necessarily be made just to appease China- especially if they think they can do enough business to be profitable without them. Since you know "so much about business" you should know that bottom lines can be adjusted when prepping a film. You’re so full of it. Bottom line, like I’ve been saying, woke is costing them profits. Period. Thor 3 did over 100 million in China. Thor 4 did 0.  Ballgame. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 8, 2022 1 hour ago, GutterBoy said: HT also thinks that Victoria's secret's business model is flawed because they eliminate half the world's population as customers. This is brilliant. It’s so smart Hawkeye agrees with it. 1 Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 8, 2022 17 minutes ago, Hardcore troubadour said: You’re so full of it. Bottom line, like I’ve been saying, woke is costing them profits. Period. Thor 3 did over 100 million in China. Thor 4 did 0.  Ballgame. So they should appease China? Also, as far as bottom line stuff- Thor 4 has so far made 150 million less than Thor: Ragnarok (Thor:Love and Thunder is also not as good but...) Doctor Strange 2 (also not released in China) did 280 million more worldwide than the previous Doctor Strange. Spider-Man: No Way Home (also not released in China) made 769 million more than the previous Spider-Man. 280 +769 is ~1.05 billion. So take away 150 million from that because Thor has made less to this point. And factor out 145 million difference in budget for the films previous to the new one. and that leaves you with 754 million.  Yeah- Disney is doing fine still even without bowing to China. And that is even before you factor in that the other films not released in China made: Black Widow (~2x its budget), Shang Chi (~2.5x its budget), Eternals (~2x its budget).  Ballgame 1 Share this post Link to post Share on other sites
GutterBoy 2,899 Posted August 8, 2022 1 hour ago, edjr said: When you got in line to wait for "It's a Small World" did they tell you to stop fooling around and get back to work? Yes, this was after I was told to get back in the mine on Seven Dwarfs mine train Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 10, 2022 Disney did their fiscal 3rd quarter numbers today. Here are the highlights:  - Added 14 million new subscribers to their streaming services worldwide. - Adjusted diluted earnings came in at 1.09 per share. That is up 36.25% year-over-year and above the predicted .97 per share. - Disney+ total worldwide subscribers is now 222.1 million. 500,000 ahead of Netflix which means this is the first time in streaming history that Netflix is not #1 in total subscribers. - Revenue was 21.5 billion which is ahead of the predicted 21 billion - Parks revenue was 7.39 billion which was ahead of the 6.65 billion predicted. - Stock prices up 6% today in after hours trading.  So go woke, make bank. Share this post Link to post Share on other sites
vomit 502 Posted August 10, 2022 Where's Voltaire and troubadoosh? Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 10, 2022 1 hour ago, vomit said: Where's Voltaire and troubadoosh? You could tag them and let them come @Hardcore troubadour @Voltaire\\  thoughts? Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 On 8/8/2022 at 8:36 AM, Hardcore troubadour said: You’re so full of it. Bottom line, like I’ve been saying, woke is costing them profits. Period. Thor 3 did over 100 million in China. Thor 4 did 0.  Ballgame. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 2 hours ago, vomit said: Where's Voltaire and troubadoosh? I was swimming, grilling and taking my kids for ice cream. You were here. Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 11, 2022 So HT won't admit he is wrong?  Not surprising. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 10 minutes ago, Sean Mooney said: So HT won't admit he is wrong?  Not surprising. How am I wrong? You have me confused with someone who said they were getting canceled. I said woke would cost them profits. Let’s try again: Thor 3 - 112 million in China Thor 4- 0.  I win. Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 11, 2022 29 minutes ago, Hardcore troubadour said: How am I wrong? You have me confused with someone who said they were getting canceled. I said woke would cost them profits. Let’s try again: Thor 3 - 112 million in China Thor 4- 0.  I win. Also, as far as bottom line stuff- Thor 4 has so far made 150 million less than Thor: Ragnarok (Thor:Love and Thunder is also not as good but...) Doctor Strange 2 (also not released in China) did 280 million more worldwide than the previous Doctor Strange. Spider-Man: No Way Home (also not released in China) made 769 million more than the previous Spider-Man. 280 +769 is ~1.05 billion. So take away 150 million from that because Thor has made less to this point. And factor out 145 million difference in budget for the films previous to the new one. and that leaves you with 754 million.  Yeah- Disney is doing fine still even without bowing to China. And that is even before you factor in that the other films not released in China made: Black Widow (~2x its budget), Shang Chi (~2.5x its budget), Eternals (~2x its budget).  Ballgame  You're welcome Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 11, 2022 - Added 14 million new subscribers to their streaming services worldwide. - Adjusted diluted earnings came in at 1.09 per share. That is up 36.25% year-over-year and above the predicted .97 per share. - Disney+ total worldwide subscribers is now 222.1 million. 500,000 ahead of Netflix which means this is the first time in streaming history that Netflix is not #1 in total subscribers. - Revenue was 21.5 billion which is ahead of the predicted 21 billion - Parks revenue was 7.39 billion which was ahead of the 6.65 billion predicted. - Stock prices up 6% today in after hours trading. Â You are welcome Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 112-0.  Because woke. Share this post Link to post Share on other sites
vomit 502 Posted August 11, 2022 2 minutes ago, Hardcore troubadour said: 112-0.  Because woke. You said they lost subscribers. They gained. You're retarded Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 7 minutes ago, vomit said: You said they lost subscribers. They gained. You're retarded I already ceded that point. Keep up. Share this post Link to post Share on other sites
Voltaire 5,322 Posted August 11, 2022 3 hours ago, Sean Mooney said: You could tag them and let them come @Hardcore troubadour @Voltaire\\  thoughts? The numbers cane in strong and they increased subscribers after all. Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 11, 2022 10 hours ago, Hardcore troubadour said: 112-0.  Because woke. Also, as far as bottom line stuff- Thor 4 has so far made 150 million less than Thor: Ragnarok (Thor:Love and Thunder is also not as good but...) Doctor Strange 2 (also not released in China) did 280 million more worldwide than the previous Doctor Strange. Spider-Man: No Way Home (also not released in China) made 769 million more than the previous Spider-Man. 280 +769 is ~1.05 billion. So take away 150 million from that because Thor has made less to this point. And factor out 145 million difference in budget for the films previous to the new one. and that leaves you with 754 million.  Yeah- Disney is doing fine still even without bowing to China. And that is even before you factor in that the other films not released in China made: Black Widow (~2x its budget), Shang Chi (~2.5x its budget), Eternals (~2x its budget).  Ballgame Share this post Link to post Share on other sites
vomit 502 Posted August 11, 2022 None of this matters, Disney just posted fantastic earnings. Only a retard would deny that. You can pick any company and cite a reason where they could have made more money, it's stupid. The bottom line is that they are growing their business, subscribers, theme parks, and the woke culture has not turned off anyone in significant numbers. Those crying "Go woke go broke" have been proven wrong, and it's time they admit their mistakes and shut up about Disney going broke. 2 Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 11, 2022 2 minutes ago, vomit said: None of this matters, Disney just posted fantastic earnings. Only a retard would deny that. You can pick any company and cite a reason where they could have made more money, it's stupid. The bottom line is that they are growing their business, subscribers, theme parks, and the woke culture has not turned off anyone in significant numbers. Those crying "Go woke go broke" have been proven wrong, and it's time they admit their mistakes and shut up about Disney going broke. Voltaire gets credit for accepting the obvious. HT apparently decided to triple down. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 12 minutes ago, Sean Mooney said: Voltaire gets credit for accepting the obvious. HT apparently decided to triple down. When did I deny their numbers? Could have been even better if they didn’t go woke. It’s just the start if they don’t change. More profits are better. Maximize market exposure. They have restricted it. It’s basic stuff. Share this post Link to post Share on other sites
vomit 502 Posted August 11, 2022 2 minutes ago, Hardcore troubadour said: When did I deny their numbers? Could have been even better if they didn’t go woke. It’s just the start if they don’t change. More profits are better. Maximize market exposure. They have restricted it. It’s basic stuff.  So you admit that their woke agenda has not hurt their subscribers, their park admissions, or their earnings, correct? All 3 were reported very healthy, correct? Share this post Link to post Share on other sites
Voltaire 5,322 Posted August 11, 2022 6 minutes ago, vomit said: So you admit that their woke agenda has not hurt their subscribers, their park admissions, or their earnings, correct? All 3 were reported very healthy, correct? The numbers were strong and the backlash small, underwhelming, and easily compensated for. Share this post Link to post Share on other sites
vomit 502 Posted August 11, 2022 3 minutes ago, Voltaire said: The numbers were strong and the backlash small, underwhelming, and easily compensated for. Thanks for being a stand up guy, unlike troubadoosh 1 Share this post Link to post Share on other sites
Sean Mooney 1,984 Posted August 11, 2022 Yup. Voltaire gains a ton of credibility....for whatever that is worth on a fantasy football forum. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 17 minutes ago, vomit said: So you admit that their woke agenda has not hurt their subscribers, their park admissions, or their earnings, correct? All 3 were reported very healthy, correct? I have shown it has hurt their earnings. It’s clear as day dumb dumb.  They made no money in China and the Middle East, two markets they have made plenty in before. Just take the L man. 1 Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 Let me get this straight: If you’re selling a product, and one of your salesman pisses of a client, a big client, and the client won’t buy your product anymore, that’s ok if you made money elsewhere. I suggest you shoot an e-mail to your finance professor and ask him if that’s a good thing. Losing customers isn’t good. Especially big ones that have bought your product before. Share this post Link to post Share on other sites
Hawkeye21 2,401 Posted August 11, 2022 12 minutes ago, Hardcore troubadour said: Let me get this straight: If you’re selling a product, and one of your salesman pisses of a client, a big client, and the client won’t buy your product anymore, that’s ok if you made money elsewhere. I suggest you shoot an e-mail to your finance professor and ask him if that’s a good thing. Losing customers isn’t good. Especially big ones that have bought your product before. They've proven they don't need the China market to be successful. That's pretty much all that matters here. Screw China if they can't handle a few scenes in a movie. Share this post Link to post Share on other sites
Hardcore troubadour 15,517 Posted August 11, 2022 3 minutes ago, Hawkeye21 said: They've proven they don't need the China market to be successful. That's pretty much all that matters here. Screw China if they can't handle a few scenes in a movie. So Disney won’t be doing business with China anymore then?  Don’t need them. They have shut the door?If they do that I’ll take my kids to Disneyland again.  I’ll overlook the woke stuff if they make that stand. Don’t hold your breath.  Share this post Link to post Share on other sites
Hawkeye21 2,401 Posted August 11, 2022 Just now, Hardcore troubadour said: So Disney won’t be doing business with China anymore then?  Don’t need them. They have shut the door?If they do that I’ll take my kids to Disneyland again.  I’ll overlook the woke stuff if they make that stand. Don’t hold your breath.  I didn't say that, did I? It just means they do not have to cater to China when they make movies. Share this post Link to post Share on other sites