Let's also talk about Disney earnings.

They were out this morning. Profit was

ahead of estimates. You know, going from

the digital world maybe to the um

in-person world. I noticed that the

experiences unit, which includes the

parks, um profit was up by 20%. And this

was kind of a surprise because Universal

has not been doing well in Florida, but

apparently Walt Disney World had what

they called a standout quarter and that

they said they expected to continue to

be strong. their filmed stuff didn't do

um it profit was up by 64% but the

actual like in theater stuff um they

didn't have like that many great

releases but I guess they made up for it

with the streaming

>> rep theme parks interesting I mean based

on the fact that yes international

travel was not great for theme parks but

domestic for some reason blew out blew

out

>> blew out of the water theme parks up 10%

to 10 billion dollars I mean I was

surprised by that

>> given the Universal news I went to

Universal last year by the way you did

Universal Studios

Oh, pretty awesome.

>> Oh, I went a couple years ago to the

one. I've not been to one at all. And

did you do the studio tour, too?

>> Dude, Studio Tour is amazing. Yeah, it's

like it's not something that's like, oh

jeez. No, it's great. The three Amigos

set still there. You have the plane from

that Tom Cruz movie, the alien movie or

whatever that was. Uh, it was I'm like,

this is incredible.

>> Yeah, it's it's a fun time.

>> Yeah. So, I think theme parks I mean

>> I mean they're all a fun time. They're

all fun. They're all fun. Universal I

thought was really interesting. I know

the one in Florida they have like their

own like nighttime like a nightclub

area. is always crazy. Um, we're

>> Disney does too. They both

>> It's a bit more adult Universal. And I

think maybe that's why Disney is always

going to have that stronger kids

connection,

>> right? Because parents are going to

spend. Something else notable in those

parks numbers, customers spending at

parks

>> up 3% year-over-year. What do you always

What's the critique of the Disney parks?

The cost is just so outrunning that it's

so expensive to take your family there.

The hotels are so expensive. The food is

so expensive. We keep talking about the

K-shaped economy every day. People are

still spending at those parks. People

are still going. Those numbers are

coming back. They're expecting another

quarter of guest growth in this current

quarter. And people are spending more

money when the narrative has been, "Oh,

I can't take my kids to Disney. It's too

expensive. We've got to go somewhere

else." The people who are going are

spending.

>> People are going. You got to have You

got to have the Dole Whip.

>> You've got to have the Dole Whip. The

turkey leg. Uh Magic Kingdom. Come on.

>> Yes. I I'm I I always have time.

>> You do it at these things are just so

horrible. Right. Like like ballparks now

have like new like nicer

>> ven. I will say well that's not entirely

true. The the Disney does have higherend

restaurants now that are good. Like you

can but again you're spending up a

little bit. It's more of a sit down

experience. So I think the food has

gotten better.

>> I guess I'm almost universal. Universal

>> student. It wasn't great. You're not

like a Harry Potter like chicken

fingers. The butter I I tried. It was

okay. It was okay. It's very sweet,

>> but everything else we went to Moe's

Tavern was pretty cool. They have

Simpsons Land.

>> Yes, we went to um Crusty Burger.

>> Yeah. Yeah.

>> We went to the one in Florida.

>> All of this said, the stock is down 14%

this year. So, it I mean Josh Dearo,

who's been this is now his second

quarter CEO from Bob Wager.

>> Um you know, it seems like it's whatever

he's doing is working, but the street is

not quite entirely on board for it yet.

So,

>> one more thing from Disney. interesting

to me where we saw weakness was in the

ESPN segment of the business. Jimmy

Petero over there has been under

pressure for the last few years.

>> It looked like a lot of that weakness

was from the timing of sports deals and

the payouts they had to give to the

leagues and for streaming rights for all

that. But it's another open question of

how do you keep that business growing

while the theme parks and the

entertainment side and the streaming

service are doing really well,

>> especially because they've said they've

indicated they're going to now hang on

to it.

>> That's right. They they do. Demi Pato

does not want to sell that out.

>> They got they got a nice boost from the

NBA finals.

>> Yeah.

>> The Knicks. I mean, that was a big deal.

>> Oh, come on. Huge.