Comcast First Quarter 2019 Earnings Report

OLSinFLA

Veteran Member
May 26, 2012
1,405
Universal basically matches Disney on price increases too. That's just about a wash. Hotels, food and tickets are all up at Universal from last year. Ticket prices are almost identical between Universal & Disney. A good percentage of that Disney ticket increase didn't take effect until just about the end of the quarter, so it would have been a non factor.
Except Disney has way more hotels, and more food (and festivals).... Universal is still adding rooms
 

Nick

Staff member
Moderator
Sep 22, 2011
18,273
Orlando
Except Disney has way more hotels, and more food (and festivals).... Universal is still adding rooms
Except none of that matters when factoring if a company is up, flat or down for a quarter. Sometimes being bigger can hurt you. And the numbers are compared to UORs numbers from the year before, a company that has grown in said time.
 
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Jamesh22

Premium Member
Mar 13, 2018
806
So if i'm reading the results correctly this isn't as bad for Universal as it might appear.
  • Disney is getting a 27% profit margin from their parks which is very healthy.
  • Universal is getting a 40% profit margin from it's parks which is incredible.
Yes Disney increased sales and profit and Universal stayed flat but Universal appears to still have a much more profitable business compared to revenue.
 

Nick

Staff member
Moderator
Sep 22, 2011
18,273
Orlando
So if i'm reading the results correctly this isn't as bad for Universal as it might appear.
  • Disney is getting a 27% profit margin from their parks which is very healthy.
  • Universal is getting a 40% profit margin from it's parks which is incredible.
Yes Disney increased sales and profit and Universal stayed flat but Universal appears to still have a much more profitable business compared to revenue.
So the takeaway here is both are doing very well and there's no impending doom coming upon Disney or Universal. Imagine that.
 

Arjy

Newcomer
May 12, 2019
85
Reverting back to the bad old days with limited investment, and poor new attractions that are perhaps due to that limited investment.

Could this be another Thanks Beijing hashtag moment - resources are being diverted elsewhere.