Ben Gilbert: observation

Transcript context

…Well, speaking of how great it would have worked out for you, after the launch of the TV show, the park, the company is just firing on all cylinders again. And Disneyland, the combination of the television show and the park, has really added a fifth element to the flywheel business model. That's right, you've got One, compelling, great IP. Two, maximize distribution in the core vehicle. Three, feed the IP into as many ancillary vehicles as possible. Four, you've got the re-releases in the vault. And now Five, parks and television. This is television to amplify interest in all of the characters. You've got parks to do—it's almost like the extreme bottom of funnel, the way to experience the most Disney thing you possibly could experience every once in a while, but a huge monetization event. And of course you do that—I mean, I just got back from Disneyland. Guess what we're watching? A lot of Toy Story this week at my house. It's a refresher on your fandom. Thinking about it more now, television was adding another node to the flywheel for sure. The parks are almost this like hybrid flywheel plus IP because all of the core Disney IP of course goes into the parks. I mean, you've got the Peter Pan ride, you've got the Star Wars rides today, but the parks are also not just a destination.…

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