Throughout this week’s earnings outcomes webcast, a caller requested in regards to the incremental capability on the parks and points of interest, particularly about timing and site of such initiatives. Bob Iger replied with the next assertion which particularly referenced Disney Cruise Line.

I’ll take the primary one on parks, timing, and site, you realize, we’re already laborious at work at principally figuring out the place we’re going to put our new investments and what they are going to be.

You may just about conclude that they’ll be throughout, that means each single one among our places would be the beneficiary of elevated funding and, thus, elevated capability, together with on the excessive seas, the place we’re presently constructing three extra ships.

And in a enterprise that’s clearly extraordinarily optimistic to us, we could look expansively, not less than within the subsequent decade in that route.

I’m not going to essentially offer you far more of a way of timing, besides that, you realize, we’re laborious at work at getting these items, you realize, principally conceived and constructed.

And we’ve bought a menu of issues that may principally begin opening in ’25, and there’ll be a cadence yearly of further, principally further funding and elevated capability.

Beforehand within the earnings outcome webcast, Hugh Johnson, the Chief Monetary Officer for The Walt Disney Firm said, “Document-setting outcomes this quarter have been primarily pushed by our efficiency at Shanghai and Hong Kong theme parks, continued power at Disney Cruise Line, and the success of Marvel’s Spider-Man 2 at our video games enterprise.”

On the floor, Iger referenced the three new builds: Disney Treasure, Disney Journey, and the third Want Class vessel. Then, continued what I consider is a reference to the cruise line and a touch at an extra fleet enlargement within the subsequent decade past the three ships presently introduced.

And in a enterprise that’s clearly extraordinarily optimistic to us, we could look expansively, not less than within the subsequent decade in that route.

In some unspecified time in the future, there’ll probably be new builds introduced to ultimately take over and increase on the present stock supplied by the Disney Magic and Disney Marvel that are presently of their twenty fifth and twenty fourth years of companies respectively.

Did I take Iger’s assertion out of context? Perhaps, perhaps not. Solely time will inform, however I needed to place this out as one thing to keep watch over. What do you suppose?

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