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As Disney (DIS) hands vaccinated guests the Magic Keys to theme parks and farewells mask-wearing (despite criticism for not checking vaccine passes), Disney Wish cruise ship is mere months from her maiden voyage, following two years plagued with cancellations as Covid sailed the world. 🛳 But for those fearing being stuck at sea, Disney’s dug into land-based life with their new Storyliving, designed for people wanting to experience a minnie slice of magic errday.
And The Truman Show has nothing on the faux-realism of Disney’s grand oasis ‘masterplan’ residential communities, co-created by the fantasy company’s imagineers. It ain’t no bug’s life either, promising to be ‘enriching, adventurous and fun for all’, with Disney fans aged 55+ having their own place to call home. 👵 The first one breaks ground El Rancho styles with homes for thousands of people - including a lagoon built during a water shortage. Brave.
It seems this isn’t the only circle of life Disney hopes to own. Streaming Pixar, Marvel, Star Wars, National Geographic ‘epic every day’ experiences into homes, Disney+ smashed first quarter earnings projections - adding 11.8 million new subscribers to now tally 129.8 million subscribers, and along with their Hulu and ESPN+ bundles, rounding out to a total of 179 million subscribers. 📺 This means the House of Mouse (‘n’ Marvel) is nudging ever-closer to Netflix (NFLX) with their 222 million subscribers, and has surged past Amazon Prime (AMZN)’s 175 million users, in what’s playing out as a Megatron battle of the streaming giants. This is one hulking comeback, following the Covid pandemic stymying Disney’s earnings from movie theatres, theme parks, cruises and, umm, this since March 2020.
Walt’s team’s got eyes on the future too, announcing plans to blend ‘physical and digital experiences’ in the Metaverse. Not goofy at all for the owner of one of the world’s most epic libraries of intellectual property. Could Disney also take a leaf from Carly’s playbook and inspire fans to swap WFH for, erm, this? 🎢
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