Cruise and Theme Park Operational Updates due to Coronavirus

[vacationer1954]

The rumored domestic FL flight ban got people talking. It will die down.

I'm thinking that they may have floated it deliberately to prepare the way for what they really want to do. "Well, we could have done an outright travel ban, but instead we're ..."

 

[HokieRaven5]

Earnings report so far seems to be a good sign of progress.

Seeing 94.9M paid subscribers to Disney+

$16.25B in revenue

Biggest bit of news is the Parks and Entertainment Segment only lost $119M in Q1 FY21 vs nearly $2B in Q3, and $1.1B in Q4 from FY20.

Edit: Parks themselves still operating at a loss of $798M domestically and $262M internationally

 

[Douglas Dubh]

I disagree. Our cases are way down here.

They are down all over.

 

[Pyotr]

I asked a fellow Floridian if they care, and he said no. That's where it started. Not to mention the governor has done little to create good faith that he's doing the right thing.

But I agree, if someone thinks ALL of Florida is dangerous, including Orlando/WDW, why would you go?

If you were referring to me your question was regarding taking extra steps regarding the new variants. My response was that I’m going to do what I’ve done the whole time. I don’t go out to eat, even though my county does not have a mask mandate, 99% of people wear them at stores, I always do. I wear an N95 at work when I’m close to people.

I don’t know what more you want me to do?

 

[sullivan.kscott]

If you were referring to me your question was regarding taking extra steps regarding the new variants. My response was that I’m going to do what I’ve done the whole time. I don’t go out to eat, even though my county does not have a mask mandate, 99% of people wear them at stores, I always do. I wear an N95 at work when I’m close to people.

I don’t know what more you want me to do?

 

[wdw_dine_junkie]

People from the U.S. speak different languages, too. Doesn't mean they were international travelers.

Well aware, but I'm fairly certain they were international travelers. Based on fashion, backpacks, etc. I'd guess south america somewhere.

 

[Spridell]

Did I just hear right on the conference call that Disneyland will be closed until at least July?

Wow

 

[SaintsManiac]

Did I just hear right on the conference call that Disneyland will be closed until at least July?

Wow

March, not July.

 

[sullivan.kscott]

Did I just hear right on the conference call that Disneyland will be closed until at least July?

Wow

I understood Q2 to be TWDC FY. So through at least March/April.

 

[Spridell]

March, not July.

Ohhh so disney's second quarter?

That makes more sense

 

[fatmanatee]

Ohhh so disney's second quarter?

That makes more sense

Yep, fiscal Q2 is this quarter (I get confused by it too).

 

[MickeyWaffles]

No surprise here, but

https://twitter.com/x/status/1359985123333079041

 

[hereforthechurros]

If you were referring to me your question was regarding taking extra steps regarding the new variants. My response was that I’m going to do what I’ve done the whole time. I don’t go out to eat, even though my county does not have a mask mandate, 99% of people wear them at stores, I always do. I wear an N95 at work when I’m close to people.

I don’t know what more you want me to do?

You? Absolutely nothing. By doing those things you show you already have concern. That’s a good thing and I thank you for being a good human. It’s anyone not taking those precautions anywhere - not just FL where you said people aren’t cornered - while a more contagious variant is spreading.

I think we’ve talked ourselves into a circle

 

[hereforthechurros]

No surprise here, but

https://twitter.com/x/status/1359985123333079041

Ample demand comment again. So are they keeping resorts closed for purely fiscal reasons?

Edit: probably referring across the board. No doubt DL demand is sky high.

 

[Br'er Rabbit is the Best]

Bob said on the earnings call he expects social distancing and masks to be required in the parks into 2022. Said it’s possible things could change, but that’s how they see it right now.

 

[Spridell]

Chapek just said some form of masks and social distancing through the rest of this year

But....hoping it won't be needed by 2022

 

[sullivan.kscott]

Bob said on the earnings call he expects social distancing and masks to be required in the parks into 2022. Said it’s possible things could change, but that’s how they see it right now.

I wouldn’t be surprised if they increased capacity further and “closed in” social distancing once some critical mass of vaccinations and caseload permit, but masks will still make sense when kids aren’t vaccinated.

They’d rather have more people in parks and more offering keeping them there (reopened shows, etc), than lower attendance like now but with masks dropped.

 

[zumfelde]

Bob said on the earnings call he expects social distancing and masks to be required in the parks into 2022. Said it’s possible things could change, but that’s how they see it right now.

That is just crazy. The cdc says wearing 2 mask offers you 95% protection so mask should be optional for people that are recovered or have had the vaccine if you want to be protected just wear 2 mask

 

[Br'er Rabbit is the Best]

I wouldn’t be surprised if they increased capacity further and “closed in” social distancing once some critical mass of vaccinations and caseload permit, but masks will still make sense when kids aren’t vaccinated.

They’d rather have more people in parks and more offering keeping them there (reopened shows, etc), than lower attendance like now but with masks dropped.

I’d have to replay the earnings call to see exactly what he said since I was mostly just listening for the masks because I personally am trying to wait until I don’t have to wear a mask to go, but they did brag about how they’ve used engineering to get more people in the parks while still keeping capacity at 35% so I wouldn’t be surprised.

 

[Farro]

Bob said on the earnings call he expects social distancing and masks to be required in the parks into 2022. Said it’s possible things could change, but that’s how they see it right now.

Well, he basically said it depends on the progress of vaccinations - which is only going to get better.