Thursday, August 2, 2007

Future Fun Factories...


When will Disneyland get its Third Gate?

When will Walt Disney World finally build a Fifth Gate?

When will Disneyland Paris decide to build its own Third Gate?

When will Hong Kong Disneyland burst through the berm and construct a Second Gate?

When will the Tokyo Disney Resort reveal its Third Gate plans?


Truthfully, there are no solid answers to these questions. Not because they won't or couldn't happen... because they inevitably will... but it would be like wanting to read the final chapter of the new Harry Potter before the opening paragraph.

So I guess we should have a little discussion as to the current status of Walt Disney Parks and Resorts and the theme parks and resorts that it will build in the coming years. Theme parks or as a friend referred to them: "Fun Factories" are an expensive endeavor and as you've seen over the last few years it takes a while for a company like Disney to swallow hard and fork out the cash.

Those five questions I asked about future Gates? The only solid answer to that is the next decade. Through the latter part of this decade we'll look forward to shoring up the state-side parks(DCA in particular), Paris and Hong Kong Disneyland will focus on expanding their current offerings before any plans get approved for more fun factories. Think of it as repairing a fleet of cars that have been abused for a decade before you go out and buy a new series of cars. Lots of refurbishment and expansion ahead of us friends...

Anaheim

I'd say that until DCA's tenth anniversary in 2011 we won't hear anything about a Third Gate in Anaheim. There are blue sky plans going on right now for a third, but it will be years before anything solid is announced. For the next few years the resort that Eisner wanted to turn into a mini version of the Florida property will finally get the resources to actually make that come to fruition. With The expansion of DCA, new hotels, expansion of DD, New night shows and parades, we have a busy time ahead of us... there is simply too much on TDA's hands to announce a Third Gate in the middle of this. I'd be surprised if we hear anything until 2012 at the earliest. That puts a new fun factory opening no earlier than 2014 I believe.

Orlando

It appears that as we get seriously focused on the Anaheim property, the mistakes of over growth in WDW will begin to be addressed. While it is true that Disneyland is getting the majority of the care over the next few years, Uncle John is going to focus on getting Orlando headed on a more cohesive direction. A lot of people are worried about the appointment of Tom Fitzgerald to the post overseeing WDW(sans DAK of course), but with Lasseter looking over his shoulder I don't think everything will turn into 3-D Land. It's just going to start after projects in Anaheim are further into construction. This will mean that WDW will be moving about two to three years behind the Disneyland property. So any new fun factory will likely not be there before the middle of the next decade. Perhaps 2015 at the earliest, but 2016 or so later. The blue sky plans for this resort have been worked on, but most designs are on the back burner for now. If the economy expands more than it does right now things might change, but the WDW property is considered fully developed at this time. If you want a sign as to when more expansion is going to happen then watch the occupancy rates at the Resorts. When they start approaching Disneyland levels(above 90 percent) then you'll see the executives in Team Disney Burbank start putting those blue sky plans on the front burner.

Paris

The European Resort is having a great year and if it continues into next year then the resort will be getting the much needed attention that people have been hoping. The focus will be on expanding and layering more detailed theming on WDSP so that come 2012 the park will have a dramatically more appealing experience for the guest. Any plans for a Third Gate are way off. While Anaheim is in the blue sky phase, Paris hasn't even focused on that much development. Once the Studios get to a credible level there could be proposals, but not that is far off. Should the European economy keep going and the Paris Resort getting at least the level of attendance it has now then we can expect ideas to start surfacing the early part of the next decade. No third Gate is expected for DLRP though, until the latter part of next decade.

Hong Kong

Disney's newest and smallest Resort has much growing up to do before it gets a little sister. Now that being said, it won't be waiting until Paris gets its new Gate. Truthfully, blue sky plans have been going on for HKDL since its concept development. Since there was plans for a "Phase Two" of the area, Disney's intentions have always been to have another park across the Esplanade. Once HK gets filled out a little more with the Adventureland expansion that comes in a few years the plans will start to solidify more. Don't expect an announcement until early next decade though... as we've said in some of our "Blue Sky Alerts", Disney is in the process of leveraging a better deal for itself. As we get closer to the 2013 date news should start to be released as that is the "put up or shut up" year. Bob Iger has major growth plans so don't think that the initial disappointment Disney had means a pull back. Disney wants to tap all those potential Chinese guest. Don't worry about Shanghai putting a damper on HKDL's growth either... when that park finally gets the go ahead there will be plenty of room between the two Resorts. If North America can have two Resorts in a nation of 300 million people, China can have two parks in a nation of over 1 billion...

Tokyo

There are no current plans to add a Third Gate at Tokyo Disney Resort. Someday there may be a Third Gate for TDR, but at this time there are no plans for more land fill... at least not in the next decade. Things can always change since we're talking about the Oriental Land Company which spends enormous amounts of cash with its deep pockets. There are plans for a Third Gate in Japan, though. It's just not going to be in Tokyo. There are several sights that the OLC is looking at. This Gate will not be the same as the other two in the sense that it will be mainly be an indoor park along the lines of Jay Rasulo's Urban Entertainment Centers. This site will be seen sometime around 2011 or 2012 depending on plans being drawn up now.

Hope that give you some idea as to Disney's road plan for the next decade. It should be thought of as a guide post and not as a road map that cannot be altered. Plans will change depending on events or situations that happen over the next decade... but this should give fans a better perspective of what could await us in the future.

Wednesday, August 1, 2007

The Happiest Place On Earth To Wall Street...


The Walt Disney Company released its earnings for the quarter. As expected, they were good. Very good. A 4.7 percent increase from the previous year. Per share earning were up slightly more than what Wall Street expected. Revenue all around was up from cable-network to sales and the after-hours trading showed as much with the stock trading up about 3 percent.

Disney Buys Happy Feet?


Well, not quite...

In move to establish deeper roots online, the Walt Disney Company announced that it had purchased the virtual kids world, Club Penguin for $350 million dollars in cash, plus incentives based on performance over the next two years. Club Penguin gives kids the ability to customize their own virtual penguin. Penguins chat with other virtual penguins, play games and earn credits to purchase accessories.

Club Penguin was founded in 2005 in Kelowna, part of the British Columbia provence of Canada. Its founders will continue to run the site although it is likely to be renamed "Disney's Club Penguin."

Observations On San Diego's Fantasyland Part 2...


I know that several other websites have commented on this. I've had this done for a couple days but I've been doing some things that have kept me from posting it.

Sorry for the lateness...

Saturday was the day for Disney fans with the panel on Walt Disney Pictures "Narnia: Prince Caspian" and Pixar's "Wall-E". Although I enjoyed the LTWATW movie and was a fan of the book as a child, the film was not something I was ecstatic over. Make no mistake, it was a good film. It was entertaining and had a great moral tale that followed the book, yet expanded the story so that it could appeal to people who aren't Narnia fans.

I have never read any of the other books, though and Caspian is a bit of a mystery to me. I know the general plot and all, but that's it. The panel began with a satellite link up with Andrew Adamson where he introduced us to the man who will be playing the title character: Ben Barnes. There were several guest that came out and set at the table. They're deep in production right now with about a month more filming left. There are lot more effects in this film. The images and footage they showed reflect a much more mature film than the last. It may be they are trying to give the series a "family" appeal and shy away from it being known as a "children's" film. There was talk about the future of the films and commitment to filming the entire series. While Disney hasn't said it will make more Narnia films it will all depend on the might dollar. To which I say "duh!"... of course they won't make films if they don't make or loose money. As long as they keep making money we can expect to see all seven films be adapted. Surprisingly, one about every year if all goes well. That's an ambitious production schedule. Even films like the Harry Potter series take about 18 months between films. Production begins on "TCON: Voyage of the Dawn Treader" in February and Adamson will move over to the producing position the way Chris Columbus did on the films of the young wizard. All in all, it looks like a promising film... I look forward to the first trailer.

The Pixar panel began with a screening of the Pixar logo. Not one for the entire company, but most likely what will appear before "Wall-E" when it premieres in 2008. Andrew Stanton and god of sound, Ben Burtt came out to talk about the film. Stanton pretty much confirmed what we've seen reports on around the net like Jim Hill and others. Wall-E is a robot that's been around the earth doing his job for over 700 years after the planet has been evacuated. Humans now live in space on giant orbital ships and are giant blobs that sit around and are waited on hand and foot. Wall-E is a robot that over the centuries has developed a personality. He, unlike other robots has achieved consciousness. No longer a cog in the machine, Wall-E actually acts more human that humans now do. Anyway, he comes in contact with a robot from space named Eve and escapes earth to head out in space for a new adventure.

The footage and artwork show was great. The scene was heartfelt... amazing even. Burtt was basically in the position of creating a language in a world without human language. In truth, this film seems like a silent film. It relies on mostly visual pantomime to convey the emotions of it's characters and the arcs in the story. This film shows me the genius of Pixar and its employees. They really don't talk down to the audience. Their entire goal is to tell great stories, engaging stories that the audience will love. I was originally worried about the film being too preachy, but from what I've seen I really am looking forward to this film. It also makes me anticipate what is in store for us at Walt Disney Animation Studios next fall. Actually it makes me curious to see what Lasseter has in for us in live action as well.

After the panel I went out for burgers and beer at our San Diego hang out during Comic-Con: Daves... can't recommend those burger high enough. Over good food and conversation I got a confirmation from one of my Disney animation friends. Andrew Stanton hasn't admitted it, but my friend said "Princess of Mars" was his next film. So there you have it, Stanton will follow Bird into the live action world.

I had a great time at Comic-Con, but each year with all the new people there it becomes more of a job and less fun trying to navigate the panels, floor and meetings. Still, I loved it.

There you have it. A little late. A little short... but hopefully worth it.

Fool Sweet On Mouse...


The Walt Disney Company's quarterly report is due out after the market closes today and the Just like some of the Suits when it comes to creativity. But that's another story all together. Motley Fool is out with a general perspective of the company. The brief report paints a pretty rosy picture for the House of Mouse in regards to the current business cycle.

We'll find out later today how Bob Iger's strategy is working. My only complaint from what I read is the comment about is that the "Year of a Million Dreams" promotion is "pulling in boatloads of customers through Disney's park turnstiles the world over"... well yeah, the attendance is great but I don't think it's because of this promotion. Most people that visit the park have no idea about the promotion. The truth is... times are good. Disney is a great place to go to enjoy yourself and shed some weight from your wallet. The Dreams campaign is getting credit for something it didn't do...

Disney Outs Another Fairy In August...


Another chapter in the "Disney Fairies" series is to be released in August. "Fairy Haven and the Quest for the Wand" gets a worldwide release from Disney Consumer Products today. These books are paving the way for the release of the "Tinker Bell" movie in 2008, which will be the first of a proposed three to four films about the little creatures. These books are authored by Newbery Honor winning author Gail Carson Levine with illustrations by David Christiana.

Although it's not something I tend to read, the stories are far more creative and interesting for children than the "Disney Princess" stories. The artwork for the books is also top-notch and Christiana certainly provides beautiful renderings. The movie that comes out next year is moving along. Animators I've talked to consider it a greatly improved tale since Uncle John got involved. Not that it'll be Pixar quality, but the story will be much better that the original idea is the general consensus. After that film, the movies will involve other characters as Tink is just intended as a starting point.

Disney seems to be handling this project quite well so far. The "Disney Dwarves" series that was to follow appears to have had the kibosh put on it. Too bad, I hear it had some great artwork and an interesting premise. Lasseter is very protective of the classic Disney properties, though.

What Glendale wants, Glendale gets...

Disney's New Pet Robot...


The Mouse has purchased the film rights to the graphic novel "Pet Robots" by Scott Christian Sava. Set in the present, the story involves a bunch of futuristic robots that fall into the wrong hands. Jon Silk and Jake Weiner are producing for Walt Disney Pictures through their Benderspink production company. Casey Wolfe is the Suit for Disney in charge of the film. Hopefully this won't wind up on our "Forgotten Mouse Tales" posts...