DISNEY WAR UPDATE! Iger vs. Peltz + Earnings Announcements

In this breaking Disney news update, Brayden details the latest news in Disney ongoing proxy war between The Train Group's Nelson Peltz and Disney CEO Bob Iger. First, we take a look at Disney's Fiscal 2024 Q1 earnings results. Then, Brayden gives his take on Disney's $1.5 billion investment in Epic Games and Disney Universe project. Next, Brayden tackles new updates on Walt Disney World and Disney Parks investment targets over the next ten years. Then, we talk the latest back and forth between Nelson Peltz and Bob Iger as The Walt Disney Company's meeting of the shareholders grows closer. This is Mickey Views News, your source for Disney news!
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00:00 Introduction
01:24 Earnings Overview
03:07 Epic Games Partnership
09:25 Leaders Focus On Growth
12:51 Parks Investment News
16:05 Park Investment Priorities
20:39 Proxy Fight Heats Up
27:00 Disney’s Risk Factors
31:40 Conclusion
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Directed By: Brayden
Thanks for Watching and Have a Magical Day!
DISCLAIMERS:
This video does not constitute financial advice. Consult a financial advisor before making important investment decisions.
Mickey Views is not affiliated with The Walt Disney Company, Trian Fund Management, Blackwells Capital, Epic Games, or any of their respective subsidiaries and affiliates.
This video is intended for informational and entertainment purposes only.
While every attempt is made to be as accurate as possible, Mickey Views cannot guarantee the accuracy of any information presented herein. Do your own research!

[@SamanthaFl]

Disney needs to invest in the US parks desperately not just for capacity but for cleanliness and maintenance too.

[@dynabeen2]

Absolutely. The number of ride outages has gotten much worse.

[@geezona]

Yes. I saw the very need for this in Disneyland this past week. Filthy restrooms, trash on the ground throughout the parks, and don’t even get me started on how many rides we’re constantly going down.

[@feartheghus]

Further than that though, they need to get the writers who have no skill but activism under their belt out. Disney’s goodwill is built of beautiful stories that inspired the next generation of children, and now their movies flop so badly they have to buy other studios to make a profit, like marvel and Lucas films. Then they insert their own “assets” (horrible writers) into those studios and the same plague on profits occurs. It turns out making a good product is necessary for making a good profit, and Disney has decided to go woke at all costs, as they even admitted to shareholders in a call. That’s when you can’t rightfully invest in Disney anymore. If peltz can’t get them to turn around I can’t invest in them, they openly told us they don’t care about making us money as investors, or making the customers something they actually want, and instead are driving an entire company, Walt’s beautiful legacy, into the ground for the sake of poorly made propaganda.

[@jennifereddleman6656]

@@feartheghus Amen!

[@nickjacobs8507]

Absolutely, Walt Disney always wanted his parks to be clean. In recent years the parks have not been upkept.

[@nicholasmarshall9128]

Gen Z certainly remembers Disney's Toontown Online and Club Penguin, all shut down by Bob Iger of course. So who's fault is that?

[@HOGE_FINANCE]

At this point Bob iger is pissing off every generation.

[@GiaBlinks]

I miss toontown so much. My kids were the right age for that game while it was out, I got into it as well.

[@cstaber]

I loved it!

[@user-sf8ff3ir1u]

and vmk!!!!

[@kathygerhardt5448]

If he brings back the real Epcot in Fortnight, this old woman might be tempted to give AI a try. Not a gamer.

[@kevindowns843]

All I can say with Iger is he needs to learn that you can only get so much milk from a cow in a hurry before it dries up and becomes sickly. They keep milking till it just kills whatever it is as fast as they can, marvel, Star Wars, every movie, Disney+, espn, the budget. Every thing is drying up to the point that Moana 2, frozen 3, and Toy Story 5 are all they have left to pitch.

[@FloridaFreak]

?

[@davidarrington4144]

@@stanfordite1Elaborate on that?

[@GLJosh]

Don't forget live-action remakes of all the "older*" movies, I can't wait for a Black Cauldron live action remake made for the "modern audience". *-older means any IP that could be utilized to make money and not tied to actual age of the product.

[@johnzywko5885]

Iger is hoping the bull market comes to the rescue

[@SteveDoors1313]

Imagine where Disney would be if someone smart was running the company for the last 10 years. We could have a 5th gate, new rides etc. but they keep throwing money away and won't admit that it's not working. Very sad.

[@jadepilll]

This! Amen 🙏

[@yankeesusa1]

It could have been something Epic

[@johnzywko5885]

If Iger only wore those ears and not think outside the box too hard…and hired Netflix executives to imagineer into the future on streaming and movies..

[@johnzywko5885]

Brayden your still #1 on Disney news

[@jackob.graphic5143]

WDW does not need a fifth gate while the other four are so sparse. DHS and DAK have less than 10 rides a piece. People only have so many vacation days to spend in Orlando anyway, a fifth gate would just cannibalize the other 4

[@ReddOchober]

Iger is not a parks person, he was a studios person. And he runs this company like any politician does his seat at re-election. This gaming stuff is all posturing.

[@feartheghus]

The company shouldn’t focus on their studios if they’re going to make the crud they’re making. Flop after flop, if they’re truly to focus on studios, then they’re doomed to a horrid bankruptcy unless peltz can get the bs out of Disney, change the activists out for writers, and make beautiful stories again.

[@feartheghus]

@user-li2yv5je5ethat only works short term though. The conman runs out of victims quickly. We see it in the gaming industry, where a few decades of escalating problems caused entirely by squeezing the customer and failing to make good products has lead to an upset. The “first AAAA game”, priced at 70 bucks, is going to flop like the others. At the same time, baldur’s gate, Lethal Company, Palworld, and Helldivers 2 are upsetting the market with varying budgets and manpower counts. They share lower prices, respect for original IPs and fans, passionate devs, and CEO’s and other admin staff that respect customers in general and understand that good capitalism isn’t acting like a ferangi, but serving your fellow man in the hopes to earn service to your own families.

[@AmusementLabs]

I'm surprised they're not spending $59B on sandwiches for these continuous blue sky "we're thinking about" meetings.

[@briansieve]

These out of touch clowns constantly worried about negligable costs at their cash cow parks and not looking at their ego driven pet projects and obscene executive compensation packages.

[@briansieve]

Of course everything is blue sky and "years" (decades to never) down the road. Clowns.

[@ninabeena83]

Have mercy I need this comment on a t shirt, a hat, and a keychain because YES

[@briansieve]

Joshie D is a joke

[@genxkay358]

My impersonation of Iger “uh” insert jargon and false promises here “uh”

[@NeonGhostin]

Iger may not fear Peltz, but he better fear the day MickeyViews comes knocking on the door looking for a board seat!

[@johncole7533]

YES! As a shareholder, I’d love to see Brayden on the board!

[@HighTide_808]

@@johncole7533you know owning one share also makes people a shareholder. You’re not that guy pal

[@wildhorsestudios1209]

@le7533 Iger's choices bios are plain strange. I voted for Peltz side! and would vote Brandon ! + added to stock next week. Parks are under invested per Brandon. ABC network a positive. Questionable streaming and worst of all sports gaming loss. Did not realize that was losing money on gambling which does not fit Disney's other holdings. Voted for Iger this year.

[@johncole7533]

@@wildhorsestudios1209 me too! Submitted my proxy card today.

[@BB-mt5no]

@@wildhorsestudios1209 Yes, Let's Go Brayden! Wait... something sounds wrong there.

[@rojuar1]

I’m gen X and heartbroken to the way Disney has been managed

[@CUTravel1st]

Couldn’t agree more.

[@AXander1978]

Eisner kissed GenXs butt his entire tenure. Iger did too in the beginning with D23 and park announcements and then flipped us off after 2012

[@ambientcoot8715]

Gen Z and im horrified what has happened from the time I was a kid to now.

[@davidarrington4144]

Yep. Recently, Universal Studios has overtaken Disney for me and honestly… Seaworld and Knotts Berry Farm in SoCal aren’t far off of Disney’s tail

[@aneaveill2]

I was born in 1995 I remember the Disney I grew up with this is a shell of a company Disney use to inspire and create but now all they do is push agendas under budget movies and over fund their pockets

[@jamesoniris2647]

I think the board of Disney have to be sniffing glue or something- there is no way they can continue to run the company like this

[@jayone8891]

I can't imagine anyone looking at the current state and reputation of Disney and thinking that there isn't significant problems that Iger simply isn't capable of handling

[@KhurtKhave669]

Iger caused most of the problems. He greenlit a major part of them before Chapek came in as CEO.

[@kelsmister]

All he did was buy - buy - buy. What did he do that a toddler can do with an iPad and mommy’s credit card?

[@stroyer2103]

This is why I love this channel. Brayden understands who his audience is and makes sure to cater the content around their perspective

[@zdoggyx]

Always a good day when Brayden uploads

[@timemarkerlegacy]

Disney should be worried, as a recovering die hard fan…I am planning a trip to Orlando and not going to Disney parks at all. They just lost thousands from one family.

[@pumpkinking446]

Disney almost definitely cooked the Q1 books in order to juice the stock right before the proxy vote.

[@KhurtKhave669]

The Q1 is always padded because Disney starts it at the beginning of November to include the holiday sales. But last year they included a free subscription to Disney+ with one of the phone deals to bump their numbers as well.

[@zacharytriplett9230]

Epic Games is creating Disney’s own virtual “Epic” Universe. Sorry Disney, but that won’t compete with Universal’s.

[@rickkarrer8370]

I'm starting to get a sense that Iger's strategy has always been to spend Disney money on outside talent, sometimes acquiring that talent, then bleeding it dry for a hight, but short lived, return. They rode the wave of Pixar, then Pixar he started to not do as well, then they rode the wave of Marvel, now Marvel is in a decline, then they bought Fox to boost Marvel, now they're going to partner with Fortnite. Meanwhile, they've let their internal creative suffer. I think their present financial issues are the result of running out of steam, now Iger is going to start investing in more outside talent, instead of fostering what they already have. He's going to boost sales in the short term, retire again, and dump the problems he's creating on the next CEO.

[@rogerk6180]

This is the path iger put them on and is an unavoidable one. Once you start buying already hyping ip to cash in on you enter a cycle you can not escape from. The simple truth is no hype lasts forever. Pixar was booming in the early 2000s because of the new arival of computer graphics. A decade on that hype started to die. Marvel was booming, a decade on that superhero hype is gona start dying as well etc. These things boosted income and profits by a lot. Once the hype dies revenu and profit starts to go down, which is a death spiral for any company. So because of these earlier aquisitions disney is now obligated to always buy a new hyping ip for A LOT of money to keep those numbers up. It can no longer live without new monster ip's that bring in billions and that it can ride for a few years. The thing is that the moment the hype dies on these ip's their value also disapears so it gets stuck loads of stale ip's it can no longer sell and that they incorperated into their parks. Marvel is over the hill now, their rides and lands will be old stale stuff in their parks 5 years from now as well. Things used to be timeless at disney, now things are all very temporary. It is a ponzi scheme they have build that requires aquiring new expensive hit ip's every few years and dealing with rapidly depreciating assets after they milked it temporarilly for huge profits. All this leaves no more money for long term organic growth of brands of their own. It will be the end of this company. This all works fine until they screw up eventually or something like universal manages to grab the new monster hype ip instead of them. It is a ticking timebomb.

[@rickkarrer8370]

@@rogerk6180 well said! I think if they could just stop buying new IP, and Foster what they already have, they could continue doing well. Pixel and Marvel both have the same problem, their creativity was bled dry. All they really need to do is take the time to create quality stories (just like Disney’s own internal animation, did a few years back), and make sure creative people are in charge, not number people.

[@aggiemullins]

You missed the greatest milking of them all: Lucasfilm. They bled Star Wars right into the grave. They tried to bleed Indy, but that franchise dried up after they introduced crystalized aliens and atomic bomb proof refrigerators. Didn’t stop them from spending a few hundred million to try though.

[@arandomchick7510]

It’s the Disney “bubble”

[@MrShawn-vy4nv]

Expanding the Skyliner to include Animal Kingdom would not only complement the park's recent growth but also alleviate crowd congestion at Epcot and Hollywood Studios by offering visitors a convenient and efficient means to hop between parks.

[@Cpt_TightPants]

Universal will be eating good this and the next year, while Disney as usual is falling behind and failing spectacularly. I’ll be here for the downfall of Disney

[@user-bt3go3ss2u]

Boy, that NBA Experience was a great idea. Bob might want to replace it with WNBA Experience 😂

[@Pantheragem]

Word!! He should definitely do that.

[@ericroll]

The NBA Experience was a shockingly quick failure. Open just a few months and then closed. Ugh!

[@feliciasingleton4849]

It didn't work at Universal....why did he think it was going to work at Disney? Because it's Disney?🙄🙄🙄🙄

[@Pantheragem]

@@feliciasingleton4849 Yes. Most definitely.

[@Pantheragem]

@@feliciasingleton4849 Hell yeah! Bob gonna make it work this time! He's got the magic touch.

[@ItsameBS]

Disney is panicking with that Epic Games move. They see Universal with Nintendo, Pokémon, and now Minecraft. Fortnite does not for Disney

[@uhhhhhhh4040]

Not sure what you mean by Minecraft. Cause if your talking about the universal map in Minecraft Disney also has one

[@nikkijoseph3614]

epic mickey was the biggest loss to the lore of disney and disney history, and as a gen z it was what truly made me fall in love with the company and the rich history that disney shares with the world around them

[@uhhhhhhh4040]

Don’t know if you saw but they actually remaking Epic Mickey and it’s releasing this year

[@KhurtKhave669]

You should also check out the first Kingdom Hearts if you haven’t. It was the best in the series, IMO.

[@CLIFFLIX]

"...Re-invest in what's WORKING..." Thank you! Peltz has said this very concept too. Peltz is demanding PARKS investment. Peltz is right. Yes, I'm a Disney stockholder and I voted for change. For me?...I feel that CHANGE is absolutely, desperately needed today. Another SUPERB video Brayden,..as usual!

[@codycutrer8818]

My thoughts exactly that’s how I voted , we go to wdw almost every year we love it but it can be better

[@freakinsweet95]

Love how Iger makes a move into gaming… but they care more about selling things through it. This is not how you position successful gaming projects. Monetisation only works when you make something worth playing / experiencing

[@cab8866]

Iger isn't going to spend much of anything in the US parks. He's already said China is more important.

[@frontierlandfrank5314]

Iger loves the commies

[@lettucetim]

from a business perspective Chinas market is going to be more profitable than Orlando or so-cal.

[@frontierlandfrank5314]

not really considering their population is about a decade off from collapsing @@lettucetim

[@lettucetim]

@@frontierlandfrank5314 "decade off from collapsing" this is why America is fundamentally educationally stunted. You say stuff thats straight out of movies and joo media. You say it with confidence. Not actually understanding any aspect of Chinas economy, GDP growth or social progress. Keep watching movies and joo news it's rotting the brain under that receded hairline. Mr "decade off"

[@rwinger2481]

A different Disney War. What is different is that there is no one in the Disney family on the board.

[@starshine3940]

I think every shareholder needs you Brayden- they need to hear everything you have told us.

[@TopwizSoft]

Disney has been running bots that talk up the stock on various websites.

[@MissMyMusicAddiction]

i have a problem with current management being able to use company resources to lobby for their preferred slate.

[@nickn271]

Disney is cruising as long as the parks make money. If that tanks the company is screwed. I don’t see that happening but it’s reaching a breaking point with prices and lack of innovation. I’m personally done going to the parks. It’s just insultingly expensive.

[@user-bg9tz5lt5w]

I just ran the numbers on the same trip timeframe as when we went in 2015 and the price for the same dates at all star music with no park hoppers for 6 nights, the cost for 3 was $2700 something and in 2015 it was $2500. That's not that much more for 9yrs later. We've only visited twice, with 12 years in between those visits, and probably at least that between the last one and the next one, so there is tons of new attractions we have not seen yet. It's possibly worth the money more so when you don't get to go for a serious amount of time between visits. That said, I tend to take a $1000 road trip to tent camp for 10 days and hike in the boonies with no crowds.

[@rogerk6180]

Bright sun just did a comparison with prices now compared to 2017 for magic kingdom and it was up over 40%. Really insane. The places you can go for the money disney is demanding is also just crazy. You can travel the world in luxury for the same money as spending time queing with the sweating masses being nickle and dimed in a cheesy themepark.

[@mariolaguardia1461]

I’m Gen Z and very few people my age have much of a connection to Disney (they’re basically all indifferent). And much of my generation is quickly turning from indifferent to negative when it comes to Disney. Disney is in big trouble if they don’t fix their internal problems quickly.

[@paulthebohemian]

I just want to say. I appreciate the tie Brayden! Bro is looking clean!

[@feist__]

Dropped everything to watch this

[@genxkay358]

Me too! I was super excited to see this!

[@handle25]

Do consumers even want a virtual Disney world? I’m well outside of their target demographic, but walking around a virtual gift shop would feel like a Bladerunner movie.

[@Justintime619]

Always such a sharp dresser. Love the tie!

[@AXander1978]

Do we REALLY want Josh to pump money into the parks with Barabara Bouza in charge of WDI??

[@MickeyViews]

Good point 🤣

[@kkraut]

Great, their response to epic universe is another wallcot for the next decade to give us… sidewalks and planters and some do-once thing like Moana’s toilet water. I hope the next decade gives them a reality check.

[@dannygrau2983]

Don't give me ideas give me results.

[@mchammer5592]

Man all these businesses swear that gen z is some sort of static group that will never change their tastes. Maybe, just maybe, as they get older they won’tWANT to keep playing fortnight and buying digital skins and virtual products.

[@tiltheendoftim3]

Here are my two cents…I think it’s a really bad idea to focus entire lands on one movie…they should focus on lands that house attractions based on IPs

[@clarkkent7973]

Or create new IP for rides. I feel like Disney has lost all creativity.

[@GLJosh]

So, what Iger would "understand" from this comment, is to make sequels of successful IP to them integrate them into the physical entertainment atmosphere? I do agree look at what Universal is planning on doing with a Dreamworks area, all of the IP can be in one semi-coherent portion of the park. Now a concept like Mirrorverse (or previously Infinity) could make for a very interesting land, provided there is enough fan support.

[@somethinglikesilver5369]

It's the message that is important. You can't push a message very well with a theme park. You can, however, use media as a vessel. Disney is using their parks' success to subsidize their message.

[@MickeyViews]

Very true

[@aggiemullins]

And sadly they’re committing the greatest act of corporate suicide ever witnessed in the process.

[@susanbruce-ross5440]

Thank you for the update.

[@ytr5153]

In my personal opinion. Disney would be so much loved without its political-social position. They act sporadically with social movements rather important in California. But unaccepted througout the world. Respecting their fan base and stop chasing trends would settle a fan base and increase brand reputation in the entire world. Since they have become so "woke" seeking acceptance from all social-justice groups they have become alienated with their costumers values and preferences which once made what WDW company has become. As a very let down WDW childhood fan, I hope Universal Experiences becomes the leader in family friendly experiences. Providing a safe, non-political experience all around making them the "Disney" we all had and enjoyed for so long... But now we miss.

[@ytr5153]

Thank you for reading my opinion. Hope it aligns with yours.

[@briankoch1121]

Well said

[@ytr5153]

KZbin is erasing part of my comments. Sad to see

[@olafpamela]

Thanks Brayden, for keeping us informed. You always gives us something to think about and explain another point of view 👍🏻 Thanks for sharing 🤗

[@mrlrodk]

There's such a disconnect between what Disney is doing, and what consumers want. The masses just aren't ready for a virtual world, not in a measurable amount. This is going to be another drag on their tangible businesses, especially the parks and resorts

[@CharlieSerena]

Always informative and interesting.

[@coasterdude407]

Thank you for all the info!!

[@jonrussell1690]

Looking sharp!!! Love the cufflinks! Great video!

[@ThemeParkPassion]

Best birthday present: a new Mickey Views video

[@tucker2197]

I didn’t think I would see bob Iger say Fortnite

[@belindaniswonger6179]

For older people the whole digital universe is tough to swallow. People like going to the parks.

[@samanthaball5980]

How dare you sir! I am a 32 Millennial NOT middle aged at all you young hooligan 😂

[@Hvagr8day487]

Thanks for the informative update. Excellent content as usual!

[@cantwheelie525]

Great work as usual man. I always look forward to your videos. I hope you are able to make a nice living doing what you love.

[@carolinelindsay4618]

Such a thorough piece of work Braden. Thank you - very insightful.

[@plato363]

Iger and management talk about political risk like they didn’t create the risk themselves

[@AMagicProduction]

@ 28:45 sooooo maybe design and build original non-IP attractions 😉

[@RoastBeefSandwich]

Iger is more worried about his position in politics (how often does he name drop a politician) and keeping the Hollywood studio system going. He must go.

[@ninabeena83]

The physical goods part reminds me of Ready Player One 😂 the Teslasuit, but with a princess tutu on top for the ladies

[@briansieve]

Ha. Exactly!

[@Marc-zn7ok]

Vote Peltz! Restore the magic!

[@OfficiallUncleBajie]

The issue I see for Disney parks in the future is Accessibility. the price for access is getting too high for the average consumer when you factor in Travel+Hotel+Entertainment+Food and beverage. there should be 3rd and 4th locations in Middle America (preferably Texas Oklahoma, or Kansas) Taking control of existing amusement parks and nearby hotels then Restoring and revamping them using IP's and characters they own (there are studies that prove that certain Disney character are more popular than others in different states). granting greater a;approval and ease of access for more customers and increasing storefronts to sell more merch. Growth through Assimilation.

[@marxdesign]

Brilliant analysis 🧐

[@chloewildner167]

Peltz vs Iger is like the US Presidential election, two options no one wants.

[@jusadude7162]

Another great analysis Brayden👏🏼

[@JacobElyachar]

As always, Brayden! Thank you so much for delivering an incredible video! You are truly becoming one of my favorite Disney commentators! Keep up the great work!

[@almendraman]

As always the only Disney centric news channel that matters. Thank you Brayden

[@marciagregory7883]

Nice job on this video, good in-depth reporting on the earnings report.

[@firstlast1732]

How much capacity does Disney really need when they’re going to be losing guest from epic universeI would think they would be lucky to keep what they have

[@EverScrolls]

If I buy a single share, can I vote for Peltz lol? I would do it just to see Disney succeed in the end.

[@MickeyViews]

Too late unfortunately. You must have bought a share by the close of business on Feb 5, 2024 in order to receive a ballot/be eligible to vote at this year’s meeting.

[@EverScrolls]

Damn. Oh well. My adventure into Disney started very young, in the 90s where I fell in love with the parks as a child. I'm pretty sad to see where things have gone. I still go to the parks, but not as often as I'd like and part of it is my distaste for all the dumb changes or lack of anything interesting that replaces older things (where it's obvious what was once there was much better) Still, it's obvious to anyone that really it's the parks that makes the cash and that's it.@@MickeyViews

[@mollyoreilly9670]

Thanks!

[@djphredpr]

As always, excellent job in compiling and interpreting data and information about the most recent events of Disney and its board of directors! If I were part of the Disney organization, I would offer you a position as an advisor. 😎 Keep it up! 🙌🏻🙌🏻🙌🏻🙌🏻

[@afterwork5186]

Shoutout to the VMK throwback shot 🙌

[@Bls-of1ld]

I saw an article where disney was blaming their fans for their failures..wtf are they thinking

[@ikew3150]

Love Disney, and still love going to vacation there more than anywhere else. But Cheering for them to get back on track, and I know they will it’s just a matter of when.

[@jason_kucera]

Love the tie! I’m starting to pull for a new regime.

[@thlens]

Thanks for shouting out Millennials!!! ☺️

[@SignsofAmusement]

Hmm.. Disney invests in "Epic" games with plans to create a new "Universe" seems like that was trying to be a hit on Universal?

[@bbkangs]

My wife and I had annual passes for years until she got pregnant in 2019. I’m a huge Disney fan and as a Florida resident, I was tempted to buy annual passes again for myself, wife and now my 3 year old daughter. I ended up just buying a two day pass and took my daughter to MK a couple weeks ago. It was extremely disappointing. The monorail stopped working in the morning so everyone had to take the ferry boat which made it take us an hour to get into the park. I had to shell out $75 to use lightning lane. The Belle meet and greet skipped the coolest part in the pre-show where you walk through the mirror. And the audio in Peter Pan must not have been working all the way because I could barely hear the music or any dialogue. But dealing with the rude guests during the fireworks show was what did it for me. One lady kept ramming her stroller into a man’s foot to make him move (which I’m glad he didn’t). We have one more day to use and I am NOT looking forward to it. 😅 But yeah I’m done with Disney world after this.

[@ikew3150]

Doesn’t sound like my past visits at all. Been incredible every year for the several years except for COVID, and we vacation on the cheap. Would rather go no where else for vacation with my family.

[@KhurtKhave669]

It’s the same at Disneyland, so many ride breakdowns and non functioning elements. 2022 was probably the last time I’ll ever go. Thanks for keeping us up to date, I hope she’s still young enough to not be aware of all the negative stuff.

[@jenuwine6306]

It's just crazy to think what started as some kid unboxing a monorail toy on his carpet has evolved into the most comprehensive and concise voice covering the economic and financial landscape of the largest media empire in history. I hold like 1 disney share can I nominate Brayden to the board?

[@kikiroux1027]

thank you brayden

[@TeddyLeppard]

Disney suggesting they are going to lose money due to Steamboat Willy’s copyright expiration are gaslighting their own investors. Also, a great job as usual with the video, Brayden.

[@TOzzy_]

The Thomas the train comment is right on the nose. The detail in the model series definitely relates to loving the detail in the parks

[@AFTD-tw4gz]

Imagine a company which has royally screwed their company up for years asking you to “trust me bro” and not tell you how they are fixing it. Sorry until you actually show me how you are and going to fix things I’m going to assume you haven’t fixed squat your plans suck and looking for any way to shake things up in the company. Disneys response to Nelson reminds me of wizard of oz and the “don’t look behind the curtain!” I think upper needs gutting and anything from the last decade gone and new management in place. Disney needs a Eisner Wells shake up.

[@TheFlimFlamChronicles]

Brayden, once again your genius-level analysis of all things Disney comes through. You masterfully cut through the manure-filled corporate speak and Iger’s deflective propaganda and get right to the heart of the matter. Disney doesn’t care about their theme park customers. Another home-run video. Keep up the great work. I say we start a movement to get you on the Disney board of directors. That’ll show ‘em! 😊

[@sarahbowman7566]

When i joined Roy and others to oust Eisner, the idea was not to let each who followed decimate the legacy of Walt... I apologise that we failed Walt and dream and the you, the mindless masses.

[@timemarkerlegacy]

Ugh the way my views on Disney has changed over the last 9 years is heartbreaking. The game announcement made me cringe having a teenager who is over fortnite. Being nickle and dimed for subpar experiences that used to be top of the line, has left a bad taste in my mouth. Every new movie makes me roll my eyes because the stories suck and feel like a pushed narrative that as a parent make me vomit in my mouth a little and pushed me more right politically which is quite a feat since I was more left socially. I am technically the end of gen x, I miss the nostalgia and excitement. Left with disappointment and sadness. 😢

[@davidquinn4359]

Brilliant analysis, Brayden. Your assessment of Disney's funneling revenue from successful divisions into struggling ones is really insightful. The quality of your content is in a class by itself.

[@milesperhour4998]

I look forward to the park talk after the first year of Epic Universe. I do think that that park is going to be great probably world class and will have a similar level of popularity and draw as the HP lands did and do, so I'd be interested to see what happens.

[@mutecryptid]

Hello fellow gen z disney freaks. We are a rare breed. They must be keeping secrets till after epic universe settles, bc things aren’t adding up.

[@emilykawaii123]

Alicia Stella remarked that the "opening in 2025" is probably going to start with the Zootopia 3D show in AK and other easy, small scale replacements with little substantive additions for 3-5 years, and I'm inclined to agree

[@MickeyViews]

Issue is the Zootopia thing is a show update, it doesn’t add any capacity to the park. (Although I’d argue it’ll be more popular to start so the attraction should see higher attendance).

[@leoSaunders]

6:10 😭😭😭😍😍😍 so tru. grew up on Disney and WB 😭😭❤

[@robframe134]

I voted for Nelson. Everything in the market is ripping except Disney. Bob's compensation is outrageous.

[@bocswu]

We own a combined 20 measley shares and have 2 votes in the upcoming election. We are voting FOR Peltz and Rasulo and WITHHOLD on Froman and Lagomasino.

[@Kahuna_Corey]

You absolutely need to do a collaboration with That Park Place

[@captivatedmouse7209]

To me, a 5th gate doesn’t make sense anyway so I’m not sad about that. Because if you do the math, people usually vacation in Orlando for about 7 days on average right. WDW has 4 dry parks, 2 water parks, disney springs, golfing, etc. There already isn’t enough time for most people to do all of that in 1 trip. Now with Universal’s Epic Universe opening, people are already going to be making the choice between skipping 1 of disneys parks to make time for Epic. That’s why a 5th gate doesn’t work imo. But what does work is expansion. Expand on the 4 existing parks and Disney will reap the rewards.

[@Kodachrome40]

The shareholder’s meeting is a virtual meeting. It would be better if it was a live meeting but I think Disney is afraid the shareholders will show up with pitchforks and torches.

[@hazeldavis3176]

1:47 I also cut my losses by not making HORRIBLE FINANCIAL CHOICES like hiking my debt to income ratio through the stratosphere. Where is my bonus? Iger's obsession with throwing good money after bad in the streaming wars is baffling to me. It makes no logical sense. The streaming infrastructure, the intense programming creation demands, advertising spent on retention/growth- all of that would be handled by Netflix and Disney could just sit back and cash a check then reinvest those earnings into new ideas or improve the dang parks already. I just. I can't wrap my logical brain around it. It doesn't make financial *sense*. So.Frustrating.

[@superfreak19]

Nice shirt man! French cuffs, very fancy!

[@DavidSanders-mj5rr]

Disney hasn’t be Disney for almost a decade now!

[@austiniscoolduh]

ayyy love the VMK reference at 5:00! RIP VMK :(