AGSmith said:
IrishTxAggie said:
Ragoo said:
gougler08 said:
Ragoo said:
McInnis 03 said:
Ragoo said:
TXAG14 said:
I'm not betting against the mouse. Could easily see earnings not be as bad as expected and the stock shoot up.
earnings not as bad? With their parks closed world wide?
They were only closed about 2 weeks in the 1Q results.
so guidance should look bad and the stock should fall, IMO. Unless they release a plan for their reopening.
Man if they announced a plan to re-open (even just WDW in Orlando), that would rocketship the stock
believe they are reopening June 1, we had a trip planned for that week, but only internet speculation right now on what that will look like.
Reduced capacity? Screening? Limited open attractions, restaurants, etc.?
I think if the theater releases screw them too much they could look at a premium option for Disney+ to launch their new releases streaming. Already have the platform and infrastructure
Given the push back that Universal has seen by movie theaters after their home release plan, do you think Disney would do the same?
Really good question, and there is zero question that Disney hold ALL the cards on that deal discussion. They could crater the theaters if they took the Universal path.
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