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Universal Q2 2026 Results

  • Thread starter Thread starter Evan
  • Start date Start date Jul 23, 2026
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Jake S

Jake S

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  • Today at 11:18 AM
  • #81
MAC said:
A company that has parks worldwide is able to manage economic headwinds better than a company that only has parks in one country? Color me surprised.
Click to expand...
Universal Studios has parks in four countries haha.
 
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MAC

MAC

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  • Today at 11:19 AM
  • #82
Jake S said:
Universal Studios has parks in four countries haha.
Click to expand...
My brain is not working. Ugh. My bad.
 
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Evan

Evan

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  • Today at 11:33 AM
  • #83
Jake S said:
Universal Studios has parks in four countries haha.
Click to expand...

And this is specific to domestic as well. Disney saw a 3% domestic increase. And hotel occupancy was 91% up from 86%.
 
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Jerroddragon

Jerroddragon

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  • Today at 11:38 AM
  • #84
I mean part of it for me is what IPs universal is using as well, like Twisters is rumored to be coming to USH.

I'm sorry but would Disney do this? Tron is like one of the only examples I know of them putting something not top tier in the parks

We can hate Disney online but I think they choose good IPs for parks, for WDW they are getting Indy which that ride is a classic at Disneyland, Encanto which is huge, Cars which is huge, Monsters which is also very big considering its a movie from 25 years ago, Coco which is huge, Avatar which is huge, Avengers, Zootopia etc

I think Universal needs to look at what IPs are hot for them and get them in the park sooner then later and parks like USH do one thing at a time, while DCA has an E ticket and D ticket being built at once they see the issue and are like cool lets do by 2030 we will have 3 new rides that should draw millions of people. USH hotel should have started the day after the security hubs were done every minute you wait to start the next project is money just out the window.
Look at HHN in Vegas, it has some ups and downs its first year then they announced RE and when I went from talking to people (and what I could see) the restaurants were busier because they found people like this IP and are willing to spend on money for plastic cups with a logo on it.

For Orlando, I don't know what to really say I think they are making pretty good moves. The reason I can't go is the economy (flights have just gone wayyyyy up and like most people not getting raises that match inflation) but Epic looks amazing, The Fast Coaster should do well enough and IOA is being worked on as we speak to get Zelda, One Piece or whatever it. So really I feel bad for that team because from afar at least it looks like they are mostly killing it
 
Mad Dog

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  • Today at 12:11 PM
  • #85
Evan said:
And this is specific to domestic as well. Disney saw a 3% domestic increase. And hotel occupancy was 91% up from 86%.
Click to expand...
It's important to be pro active to softening markets, and Disney did that pretty well, with good results, with demographic targeted ticket/hotel discounts at WDW and ticket discounts for Disneyland. Josh even made a strong comment in regard to that.
 
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UniversalRBLX

UniversalRBLX

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  • Today at 12:27 PM
  • #86
That Cool Kids summer program is doing a fantastic job. Hotels are busy and the parks, while not packed, are busy.

USF just seems to be dragging the resort down overall. I’m sure people are skipping it out entirely outside of maybe a visit to Diagon and Mummy.

I can’t imagine they’ll continue to let USF operate like that for another 5 years. Hollywood Drift will give it a lift, but a true overhaul that encompasses not only new attractions but improvement of the park’s aesthetic/experience will do wonders.
 
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DragonSlayer

DragonSlayer

Choose Thy Fate...
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  • Today at 12:41 PM
  • #87
Hot take: the USF problem is what happens when someone (the public? The industry trying to read the public’s mind?) decides that the core identity of your park isn’t cool any more but can’t fix on anything else to turn it into.

On a macro level, I often wonder if we will live to see either

a) a return to embracing the ‘movie studio’ identity — let’s face it, studio tours and similar are actually very in right now, so I don’t understand the aversion (the Hollywood tours, the London Warner Bros HP tour, limited-time things like directors’ retrospectives with props and art dept stuff such as a Wes Anderson one at the moment in London)

b) the (partial) death of ‘everything must be IP’ and at least a hesitant step back towards original concepts. Even a lot of commentators who aren’t strictly theme park fans seem to have noticed it over the past couple of years and I suspect that, like everything else, people will get tired if the keep being fed the same stuff ad nauseum.

Personally — I hope we see both…
 
Evan

Evan

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  • 54 minutes ago
  • #88
DragonSlayer said:
Hot take: the USF problem is what happens when someone (the public? The industry trying to read the public’s mind?) decides that the core identity of your park isn’t cool any more but can’t fix on anything else to turn it into.

On a macro level, I often wonder if we will live to see either

a) a return to embracing the ‘movie studio’ identity — let’s face it, studio tours and similar are actually very in right now, so I don’t understand the aversion (the Hollywood tours, the London Warner Bros HP tour, limited-time things like directors’ retrospectives with props and art dept stuff such as a Wes Anderson one at the moment in London)

b) the (partial) death of ‘everything must be IP’ and at least a hesitant step back towards original concepts. Even a lot of commentators who aren’t strictly theme park fans seem to have noticed it over the past couple of years and I suspect that, like everything else, people will get tired if the keep being fed the same stuff ad nauseum.

Personally — I hope we see both…
Click to expand...

Right I mean, it’s hard to know how much this impacts the general public… but the main thoroughfare of USF being a weird minion hybrid land thing… is odd.

The park really could use a better grand entrance and thoroughfare. Something more cohesive.

And a better Minion land, with a better Minion dark ride…
 
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DragonSlayer

DragonSlayer

Choose Thy Fate...
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  • 20 minutes ago
  • #89
Evan said:
Right I mean, it’s hard to know how much this impacts the general public… but the main thoroughfare of USF being a weird minion hybrid land thing… is odd.

The park really could use a better grand entrance and thoroughfare. Something more cohesive.

And a better Minion land, with a better Minion dark ride…
Click to expand...
I think it impacts them to the extent that they’ll plan a trip and make a conscious effort to go to ‘the one with the big rides’ and ‘the one with the cool portals’. What do they call USF when they’re figuring out what it has to offer and deciding whether to get a day there too?

At the moment, I fear its main identity compared to IOA and Epic might be ‘some other stuff’.
 
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