Disney (and others) at the Box Office - Current State of Affairs

[Disney Irish]

Kevin Mayer Thinks the Battle for Warners Is Just Beginning: “We’re In For More Fireworks”

Mayer, who was one of the architects of Disney's $71 billion deal for Fox, which also saw a bidding war, said the Warner Bros. fight reminds him of that process.

www.hollywoodreporter.com

 

[Disney Irish]

Movie Theaters Dread Any Warner Bros. Merger, Fear “Tipping Point” Where Whole System “Crumbles”

Cinema owners oppose a megadeal that would see one of the last Hollywood legacy studios snapped up only five years after the demise of 20th Century Fox: "We have fixed costs."

www.hollywoodreporter.com

 

[coffeefan]

 

[Disney Irish]

I still haven't watched it, but I'm happy that its getting its time in the sun because its been quite popular with both kids and adults.

Its just too bad that Sony gave up the rights to its future.

 

[Disney Irish]

And here is the first of the class action lawsuits against Netflix buying WBD -

https://www.reuters.com/legal/government/netflix-faces-consumer-class-action-over-72-billion-warner-bros-deal-2025-12-09/

Lawsuit alleges Netflix-Warner Bros. deal poses 'irreparable antitrust injury'

In response, Netflix said the "meritless" lawsuit is "merely an attempt by the plaintiffs' bar to leverage all the attention on the deal."

www.washingtonexaminer.com

 

[DKampy]

Reportedly Netflix wants WB to get into the theatrical business…. I will believe it when I see it

I know executives care about profits above everything else… but most other studios have some creatives in house that care about the art of film… Not Netflix…. All they seem to care about is content… since we cut the cord…. We have just about every streaming service…,I watch Netflix the least…. Out of the 100+ movies they release each year…. You might get 2 or 3 that are actually decent…. People talk about Disney spend…. Well Netflix produces poop like Rebel Moon and The Electric State for untold amounts of cash…

 

[Serpico Jones]

The market and the consumers have spoken when it comes to theatrical. Back to the Ellison bid…it’s very difficult to do a hostile bid without some backing from the board and it makes it worse when you are constantly p*ssing them off.

 

[Disney Irish]

The market and the consumers have spoken when it comes to theatrical. Back to the Ellison bid…it’s very difficult to do a hostile bid without some backing from the board and it makes it worse when you are constantly p*ssing them off.

We’ll see what happens by December 22nd what the BoD decides, and if it’ll be taken to the shareholders.

This isn’t the Ellison’s first rodeo at hostile takeovers. Go back and look at Larry vs Peoplesoft and see what happens when you have no board backing during a hostile bid from the Ellison’s. If you think Iger’s ego is bad, Larry is 1000x worse. He makes Iger look like a saint.

 

[Serpico Jones]

We’ll see what happens by December 22nd what the BoD decides, and if it’ll be taken to the shareholders.

This isn’t the Ellison’s first rodeo at hostile takeovers. Go back and look at Larry vs Peoplesoft and see what happens when you have no board backing during a hostile bid from the Ellison’s. If you think Iger’s ego is bad, Larry is 1000x worse. He makes Iger look like a saint.

The Ellisons have never gone up against a company like Netflix. Peoplesoft is a joke next to them.

 

[Disney Irish]

The Ellisons have never gone up against a company like Netflix. Peoplesoft is a joke next to them.

Since they aren’t buying Netflix your comment here doesn’t make sense. I don’t think they have to worry about it, as they aren’t dealing with Netflix directly. They only have to worry about outbidding them if further bidding is required. And as said before I don’t see money as being an issue.

 

[Serpico Jones]

Larry’s appetite for Hollywood spending is very limited. He fired his daughter when she started losing money.

 

[Serpico Jones]

 

[Disney Irish]

Larry’s appetite for Hollywood spending is very limited. He fired his daughter when she started losing money.

You’re talking about a man who bought a whole island just for himself. A man whose biography was called “The difference between god and Larry Ellison. *God doesn’t think he is Larry Ellison.” If he wants something he spends on it. This isn’t about money at this point, it’s about legacy and ego. He has enough ego that he’ll continue to spend if it means it solidifies his legacy in Hollywood.

Also last I checked Megan is still CEO and head of Annapurna Pictures.

 

[Serpico Jones]

The PSKY bid relies heavily on foreign capital, which could introduce national security risks that the Netflix bid avoids entirely. Regulatory hurdles could be underestimated.

 

[Disney Irish]

I made the comment in another part of the forums, that if Netflix loses WBD I could see them making a play for Disney. Whether that would get past regulators or not is another question.

 

[Serpico Jones]

You’re talking about a man who bought a whole island just for himself. A man whose biography was called “The difference between god and Larry Ellison. *God doesn’t think he is Larry Ellison.” If he wants something he spends on it. This isn’t about money at this point, it’s about legacy and ego. He has enough ego that he’ll continue to spend if it means it solidifies his legacy in Hollywood.

Also last I checked Megan is still CEO and head of Annapurna Pictures.

Larry doesn’t care about Hollywood. He has no legacy in the entertainment business.

His daughter is technically still the CEO but it’s a company that doesn’t really exist anymore.

 

[Disney Irish]

The PSKY bid relies heavily on foreign capital, which could introduce national security risks that the Netflix bid avoids entirely. Regulatory hurdles could be underestimated.

Foreign capital is all over Hollywood, so I don’t think that is much of a problem. But we’ll see if it goes that far and gets in front of regulators.

 

[Serpico Jones]

I made the comment in another part of the forums, that if Netflix loses WBD I could see them making a play for Disney. Whether that would get past regulators or not is another question.

Maybe just for studios and streaming and leave behind the parks?

 

[Disney Irish]

Larry doesn’t care about Hollywood. He has no legacy in the entertainment business.

His daughter is technically still the CEO but it’s a company that doesn’t really exist anymore.

You haven’t been paying attention then. The whole reason he has funded his kids is to build that legacy. It’s also the reason he made a cameo in Iron Man 2. He cares more than you think.

Annapurna is still producing movies, this year they produced The Testament of Ann Lee which was distributed by Disney through Searchlight. And next year I Love Boosters which is being distributed by Neon.

 

[Disney Irish]

Maybe just for studios and streaming and leave behind the parks?

Netflix just recently got into the theme park space with their Netflix House locations. So I would imagine if they do make a play for Disney it would be for the whole company including Parks.