Disney steigert Gewinn um 56% im Q2

Reto hat seit Jahren ne Jahreskarte fürs MSE
Die Zahlen fürs 2. Quartal sind raus - kurz zusammengefasst: Konzerngewinn um 56% gesteigert - Gästezahlen in den Parks stagnierend, Hotelzimmer schlechter ausgelastet, Discounts werden wohl bald seltener.

Zitat von finanznachrichten.de:

Disney-Gewinn steigt im 2Q um 56% dank "Alice im Wunderland"

BURBANK (Dow Jones)--Der US-Unterhaltungskonzern Disney hat dank des guten Abschneidens des Films "Alice im Wunderland" sowie geringerer Abschreibungen und Restrukturierungskosten den Nettogewinn im zweiten Quartal 2010 um 56% auf 953 Mio USD gesteigert. Wie die Walt Disney Co am Dienstag nach Börsenschluss mitteilte, entsprach dies einem Gewinn je Aktie von 0,48 (0,33) USD. Der Umsatz stieg auf 8,58 Mrd USD von 8,09 Mrd USD im Vorjahresquartal.

Von FactSet Research befragte Analysten hatten lediglich einen Gewinn je Aktie von 0,45 USD bei einem Umsatz von 8,39 Mrd USD erwartet.

"Alice im Wunderland" erwies sich als Kassenschlager für den Konzern aus Burbank. Mit dem Film erlöste Disney weltweit 960 Mio USD. Dank dieses Rückenwinds steigerte die Filmsparte ihren operativen Gewinn deutlich auf 223 Mio USD von 13 Mio USD.

Der Gewinn der Fernsehsparte, zu der unter anderem der Sportsender ESPN und der Fernsehsender ABC gehört, verharrte auf Vorjahresniveau. Hingegen stieg der Umsatz der größten Disney-Sparte um 6,2%. ABC schnitt dabei schlechter ab, da die Werbeeinnahmen fielen und die Produktionskosten stiegen. Beim Disney Channel machten unter anderem höhere Produktionskosten die gestiegenen Werbeeinnahmen zu nichte. Hingegen konnte ESPN die Einnahmen unter anderem dank höherer Werbeeinnahmen steigern.

Die Freizeitparks, das zweitgrößte Segment des Konzerns, erzielte ein um 12% niedrigeres Ergebnis obwohl die Erlöse um 1,7% stiegen. Niedrigere Besucherzahlen sowie gesenkte Eintrittskosten führten zu einem Umsatzrückgang in den US-Freizeitparks. Die Kreuzfahrtlinie Disney Cruise Line, die ebenfalls zur Freizeitpark-Sparte gehört, litt unter höheren Treibstoff- und Werbekosten.




Und der Bericht vom Orlando Sentinel:

Disney profits surge thanks to movie blockbuster, but parks still struggle
Featured, Jason Garcia, News — By Jason Garcia on May 11, 2010 at 3:25 pm

Updated at 6:47 p.m.

After more than a year of using deep discounts to prop up traffic in its theme parks, the Walt Disney Co. said Tuesday it is prepared to absorb a short-term attendance hit to restore pre-recession prices.

The company said it expects to cease widespread discounting beginning this fall.

“We are determined and confident that we can take our pricing back to normalized levels,” Walt Disney Co. Chief Financial Officer Jay Rasulo said during a conference call with stock analysts.

The comments followed Disney’s announcement that companywide profit surged 55 percent during the its fiscal second quarter, as the Burbank, Calif.-based entertainment giant reaped a windfall from its hit 3-D movie Alice in Wonderland.

Disney said it earned $953 million during the three months that ended April 3, up from $613 million a year ago. The gain was driven in large part by the company’s movie studio, which rebounded from a moribund performance a year ago thanks to the strength of Alice.

The film, directed by Tim Burton and starring actor Johnny Depp, has rung up $962 million in global ticket sales so far, making it the second-highest-grossing film in Disney history.

The company’s total revenue rose 6 percent to $8.6 billion.

Disney’s theme parks continued to struggle, however, despite an improving overall economy. Operating profit at Walt Disney Parks and Resorts sank 12 percent for the quarter, falling from $171 million a year ago to $150 million. Sales inched up 2 percent to $2.4 billion.

Rebounds at Disney’s theme parks typically lag broader economic recoveries because of the lead time involved in booking vacations.

The parks unit was also hurt by declines at Disney Cruise Line, which was squeezed both by rising fuel costs and greater promotional activity to stimulate bookings.

Attendance fell 4 percent at Disney’s U.S. theme parks as the head count was down 6 percent at Walt Disney World but flat at Disneyland in Anaheim, Calif. The decline was partly the result of a shift in Disney’s fiscal calendar that stripped from the second quarter the typically busy week around New Year’s. Without that shift, Disney said, domestic attendance would have been flat.

Hotel occupancy also fell, sinking eight percentage points in Orlando to 81 percent and two percentage points in California to 67 percent.

Disney has already begun reducing the size of available discounts in recent months, and the effect was clear in the second quarter. While attendance and occupancy fell, guest spending climbed from a year ago, when Disney was offering its steepest promotions.

Average guest spending rose 5 percent in Disney theme parks, while per-room spending in its hotels jumped 8 percent.

Still, Disney appears destined to absorb an even larger attendance drop in the current quarter: The company said room reservations for the April-through-June period are running 10 percent behind last year’s pace, though executives said the shortfall was not surprising given the reduced level of promotions.

“We made a decision to reduce the size of the discount. In doing so, we were pretty certain, short-term, that was going to reduce volume,” Disney President and Chief Executive Officer Bob Iger said. Iger added, however, that bookings have very recently begun to accelerate, suggesting, he said, “It’s possible that we’re starting to see signs that the consumers are starting to look past” discounts.

Across Disney’s other divisions, the company’s cable- and broadcast-television networks reported flat operating profit of $1.3 billion, though executives said they were seeing strong growth in advertising rates. Operating profit in Disney’s consumer-products unit grew 37 percent to $133 million, while the company’s digital-media operations reported an operating loss of $55 million, 10 percent better than a year ago.

 
Flounder Papa Fisch
Teammitglied
Vielleicht noch interessant in diesem Zusammenhang zu erwähnen, dass mit Q2 die Monate Februar bis April 2010 gemeint sind, wenn mich nicht alles täuscht :001:

Cheers,
Flounder
 
stitch Frankenschabe
Vielleicht noch interessant in diesem Zusammenhang zu erwähnen, dass mit Q2 die Monate Februar bis April 2010 gemeint sind, wenn mich nicht alles täuscht :001:

Cheers,
Flounder

Is ja bei vielen Firmen so, dass das Geschäftsjahr nicht gleich dem Kalenderjahr ist.

Aber mal eine kleine Frage. Wie schaut es mit den Zahlen bei den anderen Parks aus? Dort steht ja nur was von den US-Parks. Zumindest wird nur Florida und California angesprochen.
 
Reto hat seit Jahren ne Jahreskarte fürs MSE
Is ja bei vielen Firmen so, dass das Geschäftsjahr nicht gleich dem Kalenderjahr ist.

Aber mal eine kleine Frage. Wie schaut es mit den Zahlen bei den anderen Parks aus? Dort steht ja nur was von den US-Parks. Zumindest wird nur Florida und California angesprochen.
Schau mal da im offiziellen Geschäftsbericht des 2. Quartals.

Auf Seite 4 heisst es: Results at our international operations were essentially flat as increased attendance and hotel occupancy at Hong Kong Disneyland Resort was offset by decreased attendance and lower hotel occupancy at Disneyland Paris.
 
Reto hat seit Jahren ne Jahreskarte fürs MSE
BBC News weiss zu berichten, wie's in Paris bis Ende März so gelaufen ist:

Euro Disney earnings hit by downturn
Page last updated at 13:21 GMT, Tuesday, 11 May 2010 14:21 UK

Earnings at theme park operator Euro Disney have dropped sharply after the economic downturn hit visitor numbers.

In the six months to 31 March 2010, the group's net earnings fell by 32% to 95.2m euros ($121m; £82m) from sales that were down by 7%.

Visitors to Europe's biggest theme park, especially from the UK and the Netherlands, have dropped by 8% on last year.


Holiday habits have changed with fewer people visiting for short breaks.

Corporate-related tourist activities have also declined.

On the positive side, Euro Disney managed to squeeze an average extra 1% spending out of guests, partly offsetting the declining numbers.

Euro Disney chief executive Philippe Gas said: "The continued challenging economic context is reflected in our first half revenues and net results.

"For the same period last year, revenues had not been fully impacted by the economic decline, partly because of the way guests book their vacations in advance of visits."
 

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