Disney Episodes
Aug. 30, 2026
Six Flags Moves HQ, Disney Patents Ride Aversions
Six Flags is moving its corporate headquarters from Charlotte to Arlington, Texas, with the transition complete by March 2027. CEO John Reilly framed the move as "concentrating our personnel, processes, and decision-making" in one office to improve coordination among the new executive team. This is an efficiency of time. The pure money play would be stipends and no office at all. A turnaround built on live entertainment rollouts, reinstated park presidents, and new layers of communication needs ...
July 20, 2026
Legoland Shanghai Hits 2 Million: What China's Fastest Park Launch Means
Legoland Shanghai passed 2 million guests in its first year, the fastest any LEGOLAND resort has reached that mark. We break down the numbers behind the milestone: an 80% family guest base, 230,000 minifigures sold, and a guest pool expanding well beyond the Yangtze River Delta. Then we turn to what Delta and the big banks just revealed about the travel economy. Premium seats outsold coach at Delta for the first time in a summer quarter, average trip costs jumped 24%, and 53% of Americans say th...
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
May 24, 2026
Epic Universe Turns One & Disney Sued Over Facial Recognition
Learnings from 1 year of Epic Universe, and why we need to take extra care explainging AI use to guests.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
May 9, 2026
Six Flags' Regional Pass Moat & D'Amaro's Disney+ Pivot
Six Flags and Disney both had excellent earnings calls, but they seem to have opposite strategies.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
April 12, 2026
Disney Cut 1,000 Jobs — But Not in Theme Parks
Disney is laying off 1,000 employees across film, streaming, and marketing as it continues to shed costs and reorient itself.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Feb. 8, 2026
Six Flags' Regional Passes & Disney's New CEO
Six Flags is rolling out a simplified season pass structure and Disney has a new CEO.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Jan. 25, 2026
Doubling Down: Six Flags Expands Grad Nights & Disney Pivots Galaxy’s Edge
Six Flags is expanding Grad Nite in 2026, adding Knott’s Berry Farm and Carowinds to a program the company has relied on for years; Meanwhile, Disney is poviting the story of Galaxy's Edge.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Nov. 16, 2025
Six Flags Bets on Travis Kelce as Disney Faces a Cable Crisis
Disney’s stock dipped 7% after its latest earnings show cable is collapsing faster than expected.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Nov. 9, 2025
Six Flags Plans More Park Closures — Here’s Why It Makes Sense
Six Flags is doubling down on its “smaller and more nimble” plan, prioritizing core parks and openly confirming that more closures or sales are on the way.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Oct. 12, 2025
Disney Raises Prices—Is the “Happiest Place on Earth” Now for the Wealthiest?
Are higher prices a reset for quality and capacity, or the next step in making Disney a luxury brand?
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
June 15, 2025
Disney’s Midjourney Lawsuit: Can Copyright Contain AI?
Disney and Universal just opened Hollywood’s first heavyweight copyright war against Midjourney, arguing the AI was trained on “countless stolen works.”
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
May 19, 2025
Magic, Money, and the Middle East: Disney’s Record Quarter
Disney’s stock jumped 7 % after a blockbuster Q2 - and we breakdown why.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
April 6, 2025
Disney's Operational Magic: Key Insights from IAAPA's North America Summit 2025
IAAPA's North America Summit (Mar 30-Apr 01, 2025) at the Disneyland Resort featured insightful presentations from Disney executives on the thoughtful redesign of Toontown.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
March 31, 2025
The US Has a Branding Problem: Tourism Decline Threatens Theme Parks
International tourism to the US is projected to decline by at least 5% this year instead of the expected 9% growth, threatening a $72 billion reduction in total travel spending.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Feb. 10, 2025
Disney Q1 FY25 Earnings Deep Dive: Parks, Streaming, and ESPN’s Next Moves | Green Tagged
Is Disney’s success unstoppable? Despite rising ticket prices, hurricanes disrupting domestic parks, and the looming Epic Universe, Disney still delivered a strong quarter.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE