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Tag: Kevin Yee

Ep 119- Earnings Reports, BG Rumors, and a Double Murder

With new Quarterly Earnings Reports from Disney, SeaWorld, and Merlin all within the last few weeks. Ken looks at the numbers and the news surrounding each company. He touches on the Merlin Busch Gardens rumors, talks about the below estimate revenue coming out of Disney, and all the no good, very bad news coming out of SeaWorld.

Kevin Yee talks about The Great Movie and Universe of Energy and Ken shares his thoughts on hotel security. Plus a gruesome double murder at a resort shocks a small Florida community that hasn’t seen a single murder in nearly two decades.


Recording Date- August 11, 2017, on WPRK 91.5 Winter Park (10AM-Noon)

Show Notes

DIS (The Walt Disney Company)

  • Revenue below estimates: $14.24 billion vs. the expected $14.42 billion, according to Thomson Reuters
  • Earnings Per Share above estimates: $1.58 vs. the expected $1.55
  • Operating Income
  • Media and networks: $1.84 billion vs. $1.99 billion expected, 22% decline YoY due to ESPN issues
    Parks and resorts: $1.17 billion vs. $1.09 billion expected (18 percent year-over-year growth)
    Studio: $639 million vs. $636.6 million expected
    Consumer and interactive: $362 million vs. $394.6 million expected
  • “Operating income growth for the quarter reflected an increase at our international operations, while results at our domestic operations were comparable to the prior-year quarter. Segment results benefitted from the timing of the Easter holiday, which fell in the third quarter of the current year compared to the second quarter of the prior year.”
  • Disney point to “to labor and other cost inflation, increased operations support costs, new guest offerings and the dry-dock of the Disney Fantasy in the current quarter” for their higher output. This was offset by increased guest spending related to “increases in average ticket prices for sailings on our cruise ships and admission to our theme parks, as well a higher daily average hotel room rates and food and beverage spending”.


SEAS (SeaWorld Parks and Resorts)

  • 353,000 fewer visitors in the first half of 2017
  • $373.8 million in revenue vs. expected $394 million
  • Net loss of $237.0 million for the first half of 2017 includes a non-cash goodwill impairment charge of $269.3 million.
    The company expects to achieve targeted $40 million in net cost savings by the end of 2018, is identifying additional areas for cost reduction.
  • Net loss of $175.9 million for the second quarter as admission revenue fell 6%
  • Annual passholders increased by 15 percent
  • March ‘17 – Total Debt of $1.61 B
  • Joel Manby speaks to Tampa Bay Times


MIINF (Merlin Entertainment)

  • visitors increase by 6.2 percent to 29.7 million
  • revenue up 19.4 percent to $893 million (£685 million).
  • Pre-tax profit unchanged at $65 million (£50 million).
  • London attractions saw domestic visitation “immediately and significantly reduced” following attacks but “cautious on international visitation over the key summer trading period given the lag between international bookings and visitation.”
  • Merlin chief financial officer Anne-Francoise Nesmes regarding Busch Gardens buy – “It takes two parties to do a deal so we do not know what SeaWorld’s intentions are but we do believe that those assets are interesting and we could certainly do a lot with them particularly around accommodation, so to us it’s about having the right discussion with a willing partner and making sure we have the right financial return.”


  • Six Points include grow current attractions, make them destination resorts, synergize, new midway and Legoland attractions, and acquire.

(Could we see a Six Flags/Merlin bidding war?)

Other comments for the show-

Double murder at Zota Beach Resort in Longboat Key

Goodbye to GMR and UoE

New batch of CPers in town, is this the most vlog friendly batch yet?

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Ep 95 – Seven Seas Food and Wine with a side of Flavortown

In this food heavy episode of #OTRonFM Jim and Ed talk about their recent media review of Planet Hollywood. SeaWorld’s new Seven Seas Food and Wine Festival is reviewed by everyone, including Kevin Yee, who adds some context to this new food and wine festival in his Bigger Picture segment. We also react to the news coming out of Coronado Springs, Jim reviews Rivers of Light, and Ken goes in-depth with what’s happening regarding these rumors of a gondola transit system coming to WDW. It’s a Disney heavy episode but that’s where the news was this week!


Recording Date- Feb 17, 2017 on WPRK 91.5 Winter Park

Important Links
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Ep 77 – #OTRonFM with World of Micah + Disney Bloggers Get Documented

Today we open with some remarks about the events of the last week here in Orlando. Then we go to two different #OTRonFM episodes plus we have a never before heard Bigger Picture with Kevin Yee about the 5th gate rumors at WDW.  In the first #OTRonFM interview, we sit down with local YouTube celebrity Micah of World of Micah. He talks about his channel, his personal plunge story and tells us about his days at WDW. Then we have Tony, the director of the brand new Dream Finders documentary. We get the inside scoop on what it was like to walk around WDW with the likes of Lou Mongello, Ron Schneider, Ricky Brigante, Kenny the Pirate and JeniLynn Knopp.



Recording Date: Intro- 06/12/16 | #OTRonFM with Micah 06/03/16 | #OTRonFM with Dream Finders 06/10/16

MusicSong One | Song Two

Important Links


World of Micah

Dream Finders Documentary

Skull Island

Mako Opening

Typhoon Lagoon Expansion news

One Orlando Fund to help our community recover from the Pulse nightclub attack

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Ep 53 – Artegon Zombies and SEAS Prophets

With breaking news coming out of runDisney, SEAS and I-Drive today’s podcast includes Jake talking about the ending of HHN, Kevin Yee covers the history of upcharge events at WDW and a special podcast exclusive interview with Andy of Theme Parks and Travels talking SEAS. The FM content includes the latest from Premier Exhibits and from Artegon. The I-Drive Vision Plan is also discussed in length on today’s show.

FM Content ends at 00:45:00

Show Notes


Recording Date: FM- 11-5-15 | Aftershow 11-9-15 | 11-10-15



Punch List

  1. I-Drive Vision Plan. The BoC accepted the recommendations but made it clear that they are not adopting the recommendations. BCC Morning Session around the 01:20:00 mark.
  2. SEAS raises prices, unveils new logos for Cobras Curse & Mako, unveils plans for 2016.
  3. Twister closing
  4. Legendary Truth at HHN – Are these signs of the tech to come?
  5. Star Trek gets a new TV show, will an attraction come to Orlando?
  6. Crowne Plaza on Universal Blvd gets new management.
  7. Premier Exhibits buys Dinoking Tech. Will we see Dinoking exhibits in Orlando?


  1. Artegon announces the end of the cages, a new food court and new attractions
  2. Xero Gravity Sports Park land deal falls thru, new locations sought, but Kissimmee is very negative towards the project
  3. MargaritaVillage releases new details
  4. SunRail cancels late night train, adds mid-afternoon one
  5. New info on UCF’s proposed hotel
  6. Hunger Games, Fox announced new theme parks.


Trends Report with Jake of Orlando Park Pass

“Center for Leadership Development & Mentoring”

Nov 7 – Jan 3, 2016: Minnie’s Holiday & Dine Dinner

Jan 4, 2016 – March 20, 2016: Hollywood themed

March 21 – June 5, 2016: A celebration of Spring

June 6 – September 11, 2016: A beach-party blast for the Summer

September 12 – November 6, 2016: Enjoy a festive Halloween celebration

The Bigger Picture with Kevin Yee

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