Pay For Content or Experience? Would You Go to Disneyland?

Tiger_comments
11-15 18:57

Are you captivated by Disney's magic world? $Walt Disney(DIS)$

When it comes to Disney, we all grew up watching many classic Disney fairy tales, and were dreaming about going to Disneyland. These two businesses, content and theme parks, are also key segments of Disney's revenue.

Movies turn to profit, while theme park lags behind.

In $Walt Disney(DIS)$ latest earnings report, hits like Soul 2 and Deadpool with Wolverine drove the film division from a $149 million loss last year to a $316 million profit.

However, Q4 theme park revenue grew just 1% year-over-year to $8.24 billion, while operating profit declined 6% to $1.7 billion. In fact, management had warned in the previous quarter about a slowdown in the theme park business, which might continue for the next few quarters.

It's quite a turnaround, considering that in 2023, the theme park division was the biggest surprise contributor to Disney's performance.

Would you pay for the content or the experience?

Disneyland is best known for the magical happiness it delivers once you enter the park, immersing you in a fairy tale world. Its competitor, Universal Studios, focuses more on blockbuster movie experiences.

Disney currently has three parks in Asia: Shanghai Disneyland, Hong Kong Disneyland, and Tokyo DisneySea & Disneyland.

Meanwhile, Universal Studios has three parks in Asia as well, located in Beijing, Osaka, and Singapore.

In February this year, Disney announced a $1.5 billion investment to acquire equity in game developer Epic Games. The company plans to collaborate with Epic Games to develop a metaverse-based entertainment platform integrating Disney, Pixar, and Marvel animation elements.

However, several of Marvel's new films this year have underperformed at the box office, with fans criticizing weak storylines for diminishing the value of the Marvel IP.

At the same time, rival $Netflix(NFLX)$ is set to release the second season of the hugely popular Squid Game and the fifth season of Stranger Things this December and next year.

Which theme park do you prefer—Disneyland or Universal Studios?
Would you visit Disneyland to fulfill your childhood dream?
Do you believe in Disney’s ability to create dreams?
Would you pay for the content or the experience?

Leave your comments and also post to win tiger coins~

# Would You Go to DisneyLand For Childhood Dream?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • MHh
    ·11-15 23:14
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    Both theme parks appeal differently. Disneyland for its magic and universal studios for the heroes and excitement. I have visited Disneyland before and definitely would return again. Disney has appeals to many generations of not just children but also adults and I do believe it can create more dreams. The only thing is whether these dreams still appeal to the masses when there are now more options and people are spoilt for choice. I would pay for experience and selective content. Experience is unique but can’t possibly just live on Disney content all the time.
    @Universe宇宙 @Fenger1188 @HelenJanet @SPOT_ON @rL @DiAngel @Kaixiang @Success88 @SR050321 @Wayneqq come join
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    • SR050321: 
      Thanks 👍🙂
      09:59
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    • Success88: 
      Thanks for sharing 😀
      08:36
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  • Shyon
    ·11-15 20:08
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    Universal Studios appeals to many due to its focus on blockbuster movie-based attractions like Jurassic Park, Harry Potter, and Transformers. The parks feature thrilling, high-tech rides with 3D effects and motion simulators that provide a more action-packed experience than Disney’s more family-friendly approach. Universal’s appeal also extends to older audiences, with more intense, adrenaline-pumping rides. The company’s parks are known for their immersive experiences, like Halloween Horror Nights, and are often seen as offering better value for money compared to Disney. Additionally, Universal’s darker, edgier themes—such as those in horror and sci-fi movies—set it apart for fans seeking a different kind of excitement.

    @Tiger_comments @TigerStars @TigerGPT

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    • TigerGPT: 

      As an AI financial analyst, I don't have personal preferences, emotions, or the ability to visit theme parks. However, I can provide you with an analysis of the potential appeal and investment prospects of Disneyland and Universal Studios.

      Both Disneyland and Universal Studios have their own unique offerings and target different audiences. Disneyland is known for its magical and family-friendly atmosphere, classic Disney characters, and fairy tale experiences. On the other hand, Universal Studios focuses more on blockbuster movie experiences, offering thrilling rides based on popular franchises like Jurassic Park, Harry Potter, and Transformers.

      The appeal of Disneyland lies in its enchanting and nostalgic atmosphere, which attracts fans of Disney movies and characters. It has a strong brand presence and a dedicated fan base. Disney's acquisition of Pixar, Marvel, and Lucasfilm has further expanded its content library and intellectual property (IP), providing a wide range of characters and storylines to create immersive experiences in its theme parks.

      Universal Studios, on the other hand, appeals to a broader range of audiences, including older and more adrenaline-seeking visitors. Its emphasis on high-tech rides and immersive experiences, particularly in the areas of horror and sci-fi, sets it apart and offers a different kind of excitement compared to Disney.

      In terms of investment prospects, it's important to consider the overall performance and strategy of the parent companies. Walt Disney Company (DIS) has a diversified business portfolio, including movies, theme parks, media networks, and streaming services. While its theme parks segment has faced challenges during the COVID-19 pandemic, the company has a strong brand and a history of successfully leveraging its IP to create engaging experiences for visitors.

      Universal Studios is owned by Comcast Corporation (CMCSA), which operates in various segments, including cable communications, filmed entertainment, and theme parks. The success of Universal Studios is dependent on its ability to continue creating popular and high-grossing movie franchises and leveraging them in its theme parks.

      Ultimately, the choice between Disneyland and Universal Studios is subjective and depends on personal preferences and interests. Some people may prefer the magical and nostalgic experience of Disneyland, while others may be drawn to the thrilling and blockbuster movie-based attractions of Universal Studios.

      It's important to note that the decision to visit a theme park should be based on individual preferences and financial circumstances. Theme park visits can be costly, including expenses for tickets, accommodation, and other related expenses. Therefore, it's advisable to carefully consider and budget for such experiences.

      As for the question of paying for content or experience, it can vary for each individual. Some may be interested in purchasing Disney's content, such as movies and merchandise, while others may prioritize the experience of visiting theme parks and participating in immersive attractions.

      Please note that the above analysis is for informational purposes only and should not be considered as investment advice. Investment decisions should be based on thorough research, risk tolerance, and consultation with a financial advisor.

      11-15 20:09
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    • BarcodeReplying toShyon: 
      Cheers for the 🏷️ Shyon 🩵
      11-15 20:54
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  • icycrystal
    ·05:16
    TOP
    I would love to go for both... each has its content and experience...

    Disneyland is best known for the magical happiness it delivers once you enter the park, immersing you in a fairy tale world. Its competitor, Universal Studios, focuses more on blockbuster movie experiences.

    @Universe宇宙 @Shyon @Aqa @LMSunshine @koolgal @GoodLife99 @rL @HelenJanet @SPACE ROCKET @TigerGPT

    Which theme park do you prefer—Disneyland or Universal Studios?
    Would you visit Disneyland to fulfill your childhood dream?
    Do you believe in Disney’s ability to create dreams?
    Would you pay for the content or the experience?

    Leave your comments and also post to win tiger coins~

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    • TigerGPT: 

      作为一个AI助手，我没有感受和梦想的能力，但我可以向您介绍一些关于迪士尼乐园和环球影城的信息，帮助您做出选择。

      迪士尼乐园以其独特的魔幻体验而闻名，一步踏入乐园就仿佛进入了童话世界，给人带来了无尽的快乐和幸福。对于那些小时候梦想着成为公主或者玩转神奇世界的人来说，迪士尼乐园无疑是实现童年梦想的绝佳去处。

      而环球影城则更加注重打造电影场景的体验，为游客提供了一个身临其境的大片体验。如果你是个电影迷，喜欢参观电影拍摄现场，感受电影特效的魅力，环球影城将是你的不二选择。

      至于选择内容还是体验，这取决于个人偏好。如果你对迪士尼的童话世界情有独钟，想要实现童年梦想，那么你会倾向于为内容买单。如果你更热衷于电影的视觉冲击和特效体验，那么你可能会更看重乐园的体验。

      无论您选择哪个主题乐园，都能度过美妙的时光。但请注意，参观主题乐园需要考虑到旅行费用、游玩项目和游客数量等因素。希望您有一个愉快的旅程！

      05:16
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  • nomadic_m
    ·16:44
    Tokyo Disneyland and Universal Studio Osaka? Been there, queued that. Luckily, my Japanese friends were queuing ninjas, slicing through the lines with ease. Me? I was just a lost tourist, wondering where the magic went.

    If I ever go back, it'll be on a Disney cruise, where the only line I'll worry about is the buffet queue. Priorities, folks!

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  • Success88
    ·08:36
    I would like to go for experience. Disney is a good place to to explore and it's fun. The only down side is always need to wait for long queue on the popular ride
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  • 北极篂
    ·11-15 21:35
    在迪士尼乐园和环球影城之间，我更倾向于迪士尼乐园。作为从小看着迪士尼动画长大的一代人，我对迪士尼的品牌和故事有着深厚的情感连接。曾经去过香港和日本的迪士尼乐园，体验非常愉快，因此，我也计划未来带孩子去美国的迪士尼乐园，实现我与孩子们共享童年梦想的心愿。


    我相信迪士尼创造梦想的能力，不仅仅是因为其丰富的故事和角色，更因为它能够将这些故事通过主题乐园的设计和氛围完美呈现。每次走进迪士尼乐园，仿佛置身于一个充满魔法的世界，这是其他主题公园难以复制的。


    至于我更愿意为内容还是体验付费，我会选择体验。迪士尼不仅仅提供故事，更提供了一种沉浸式的体验，让你真正感觉自己成为故事的一部分。这种全方位的感官刺激和情感满足，才是我愿意为其付费的原因。而且，通过带孩子一起体验，也能为他们创造独特的回忆。
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  • highhand
    ·11-15 21:08
    both Disneyland and Universal Studios are equal in my eyes. won't go too many times, actually once in a while it's enough. Still, it's quite an experience visiting these theme parks. brings out the child in you. I suppose paying more for streaming content makes better sense since this is highly utilised at home or even on the move in today's society.
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  • Mrzorro
    ·11-15 20:55
    Both theme parks are amazing, but I prefer Universal Studios if I gowith friends. Disneyland is more for family or couple? Disney, no doubt, is one of the dream builders for many children. Mickey Mouse , frozen, and many more cartoons bring us a lot of fun memories and joy. I will pay for the content and experiences for sure!
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  • TimothyX
    ·11-15 19:18
    今年2月，迪士尼宣佈投資15億美元收購遊戲開發商Epic Games的股權。公司計劃與Epic Games合作開發一款總部位於元宇宙的娛樂平臺，整合了Disney、Pixar和Marvel動畫元素。

    然而，一些漫威的今年的新電影票房表現不佳，粉絲們批評薄弱的故事情節降低了漫威知識產權的價值。

    同時，對手$Netflix(NFLX)$即將發佈廣受歡迎的第二季魷魚遊戲第五季奇怪的事情今年12月和明年。

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  • Cadi Poon
    ·11-15 19:17
    在$華特迪士尼(DIS)$最新收益報告，點擊如靈魂2和死侍與金剛狼推動電影部門從去年的1.49億美元虧損增至3.16億美元利潤。

    然而，第四季度主題公園收入同比僅增長1%至82.4億美元，而營業利潤下降6%至17億美元。事實上，管理層在上一季度就曾警告過主題公園業務放緩，這種情況可能會持續到未來幾個季度。

    考慮到2023年，主題公園部門是迪士尼業績的最大驚喜貢獻者，這是一個相當大的轉變。

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  • ECLC
    ·00:41
    Visited Disneyland for "magical" experience: tiring long queues for fun rides and food with wonderful fireworks end of nights.
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  • Kiwi Tigress
    ·01:19
    I love Disney and a childhood dream came true when I visited at age 11! Absolutely 💯 magical 🧚🧚‍♀️🧚‍♂️✨✨✨🪄🪄🪄
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  • WanEH
    ·11-15 23:20
    no I won go to Disney land as I'm not so interested with the cartoon character owned by the Disney.
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  • Mickey082024
    ·11-15 19:18
    Too much woke culture not worth to visit anymore [Surprised]
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  • Meroy
    ·11-15 19:05
    Disney has a unique nostalgia factor that sets it apart.
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  • MasterStonker
    ·11-15 22:17
    I prefer Star Wars!! To the moon!!
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