Pay For Content or Experience? Would You Go to Disneyland?
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~
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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.
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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~
🌟🌟🌟For more than 100 years, Disney $Walt Disney(DIS)$
When my kids were young, I brought them to Disneyland in Anaheim and Disney World in Florida. It created indelible happy memories that my kids have never forgotten. From the Sleeping Beauty Castle, Haunted Mansion to Space Mountain, it was an unforgettable experience. So for me, I would gladly pay for the experience that would last a lifetime.
Disney is a phenomenal conglomerate that has created an empire through the magic of entertainment. In recent years Disney has faced challenging times especially with competition from Netflix and leadership succession. But I believe that it will find its mojo again and not only survive but thrive. Long Live Disney. 😍😍😍🌈🌈🌈🏰🏰🏰
@Tiger_comments @TigerStars
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!
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。
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。
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。