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Falcon's Beyond (FBYD) - 2024 Q3 - Earnings Call Presentation
2025-06-27 13:13
Company Overview - Falcon's Beyond is a global entertainment powerhouse specializing in crafting world-class destinations and experiences by integrating design, technology, and brand development[14] - The company operates at the intersection of content, technology, and experiences, aiming to connect people with brands and each other through digital and physical experiences[33] - Falcon's Beyond has a diversified business model encompassing Falcon's Creative Group (FCG), Falcon's Beyond Brands (FBB), and Falcon's Beyond Destinations[45] Financial Highlights - Falcon's Creative Group (FCG) experienced significant year-over-year (YoY) revenue growth in Q1 2024, with an 87% increase, reaching $149 million[128] - FCG's revenue continued to climb in Q2 2024, showing a 202% YoY increase, totaling $157 million[133] - Producciones de Parques (PDP) revenue also increased YoY in Q1 2024 by $12 million, reaching $75 million[131], and in Q2 2024 by $09 million, reaching $113 million[133] - In Q3 2024, FCG revenue increased by 190% YoY, reaching $132 million, while PDP revenue increased by $20 million YoY, reaching $178 million[137] Strategic Partnerships and Projects - Qiddiya Investment Company made a $30 million investment in Falcon's Creative Group (FCG)[128] - Falcon's secured its largest master planning and design services agreement in FCG history with Qiddiya, valued at up to $831 million[131] - Falcon's is involved in the development of the first-ever Dragon Ball theme park in Qiddiya City, spanning over 500,000 square meters[202]
Netflix Is Launching a New Adventure That Is Not on the Small Screen
Bloomberg Television· 2025-06-22 14:07
Summertime conjures up hot days, late nights and roller coaster rides and answering the call. The themed entertainment industry, which is currently worth an estimated $76 billion and projected to reach more than 120 billion by 2033. The leaders Disney Universal, Merlin Entertainment and Chime long group of China all generated experienced revenues in the billions last year.But Disney is a clear standout booking $34 billion in revenue alone, which is almost three times the combined revenue of its smaller comp ...
Summers on the Fed, Aramco Evolution, Future of AI, Themed Entertainment Industry | Wall Street Week
Bloomberg Television· 2025-06-20 23:26
This week, Former Treasury Secretary Lawrence H. Summers on the recent Fed decision and the economic implications of uncertainty in the Middle East. And, how is Saudi giant Aramco diversifying in a tech-driven world? Plus, an interview with Robinhood’s Vlad Tenev on artificial intelligence solutions for nuanced needs. Later, Netflix is entering the themed entertainment business with Netflix House, further intensifying its competition with traditional media players. Chapters: 00:00:00 - Summers on Fed, NYC m ...