Wait... are you saying they didn't track grade school kids demanding more of the Snyderverse on Twitter?
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News Bob Iger is back! Chapek is out!!
- Thread starter Disney4family
- Start date
If Steve Jobs was somehow still alive and 55 years old, I think the sale might have happened. Tim is a great person for Apple right now, an expert operator who has been able to shepherd the most valuable publicly traded company in the world with little hiccup. I don't know if the guy has the vision for such an insane prospect. I don't know who does.
I do not think it has been discussed much here, but two of the retreats Disney made under Iger, for good reasons in the moment, may have hurt the company's potential for growth in the long run. Maker was fully bought by Disney in 2014 and completely gone 5 years later, and Disney retreated from publishing console games in favor of mobile in the early 2010s as well (and doubled down on this when dissolving Lucasarts upon the acquisition of Lucasfilm).
Warner Bros stumbled into a series of video game studios acquisitions over the years that have proven to be more popular than previous parent companies realized; I believe AT&T was trying to sell the division before they dumped the whole company. They actually own some former Disney video game studios assets and have published games with Disney related licenses (they make the LEGO Star Wars games, for example)
That's 66% of what Avatar 1 made.
CaptainAmerica
Well-Known Member
They don't want to be niche, they want to be the new cable bundle.
That gender map that shows Hulu insanely female and D+ insanely male (not to mention ESPN+, which is even male-er) is the whole point. Once ESPN proper goes direct-to-consumer, Disney can sell families a $35 bundle that includes Monday Night Football.
This is going to the linear channels, but it will get on D+ soon enough. Get ready for...
CaptainAmerica
Well-Known Member
Actually Dances With Wolves in Space with Aliens.I will save you time on the first one. Think Pocahontas in space.
Not if China continues with Zero-Covid.
flynnibus
Premium Member
'the man who killed Disney as a company...' is no legacy anyone wants.
Disney isn't selling itself. Now... assets... sure.
I'm watching and reading all the Wall Street and market experts discuss Disney's financial problems. Everybody seems to agree that what Disney is about to go through is going to be enormously painfull for everybody.
The D+ streaming model...the one that was "save" the company and launch it into the future...is just not working. Even worse, it's putting a massive weight on Disney's books. As the model exists today, its not going to break even in 2025...and might never break even. The entire thing might need to be scrapped or at least completely overhauled and re-invented.
You guys know that each "She Hulk" episode cost 20 million to make? (Average cost per episode) seriously? That is insanity! They blew THAT much money on THAT? How many episodes? 9 or 10?
How much return will that lost money bring them in 10 years? They could have used that money in the parks and gotten WAY more return for the company. They could have built 1 or 2 permanant attractions that would have delivered more parks revenue for 20 or 30 years!
Instead....they blew it in a show that did not rate well and will be forgotten at the bottom of the D+ playlist in 2 years.
Disney...your PARKS are what you do best. Dont sacrifice your BEST product to prop up junk or something that nobody wants.
I read that 40% of D+ "subcribers" are literally people that get it FREE through 3rd party companies like Verizon customers. A large portion of D+ "subscribers" literally dont even care enough to setup their login and have never logged in. Yes....get this...Disney still counts these non paying people "subscribers"..."customers".
This D+ model is a giant black hole that is swallowing everything. Now that the pandemic is over, It's 100% clear to everybody that D+ is NOT the "saviour" or even "future" of the company.
Now....get working on that "beyond Big Thunger Mountain" project....now.
The D+ streaming model...the one that was "save" the company and launch it into the future...is just not working. Even worse, it's putting a massive weight on Disney's books. As the model exists today, its not going to break even in 2025...and might never break even. The entire thing might need to be scrapped or at least completely overhauled and re-invented.
You guys know that each "She Hulk" episode cost 20 million to make? (Average cost per episode) seriously? That is insanity! They blew THAT much money on THAT? How many episodes? 9 or 10?
How much return will that lost money bring them in 10 years? They could have used that money in the parks and gotten WAY more return for the company. They could have built 1 or 2 permanant attractions that would have delivered more parks revenue for 20 or 30 years!
Instead....they blew it in a show that did not rate well and will be forgotten at the bottom of the D+ playlist in 2 years.
Disney...your PARKS are what you do best. Dont sacrifice your BEST product to prop up junk or something that nobody wants.
I read that 40% of D+ "subcribers" are literally people that get it FREE through 3rd party companies like Verizon customers. A large portion of D+ "subscribers" literally dont even care enough to setup their login and have never logged in. Yes....get this...Disney still counts these non paying people "subscribers"..."customers".
This D+ model is a giant black hole that is swallowing everything. Now that the pandemic is over, It's 100% clear to everybody that D+ is NOT the "saviour" or even "future" of the company.
Now....get working on that "beyond Big Thunger Mountain" project....now.
CaptainAmerica
Well-Known Member
This is extremely dramatic. They need to raise prices, which they already did, introduce the ad-supported tier, which is coming in a few weeks, and start spending significantly less.
That is not correct.
RSoxNo1
Well-Known Member
How about The Air Up There with Kevin Bacon
If Apple was to be concerned about boosting Apple+, they've had at least two years to buy out existing streamers and to do so more cheaply than buying out Disney just for its streaming benefits.
Apple's net worth is $2.4 Trillion.
Right now Starz/Lionsgate is actively looking for a buyer and Apple hasn't acquired them. Lionsgate net worth is $10B. The others:
Amazon: $943B
Disney: $167B
Comcast/NBC/Peacock: $148B
Netflix: $126B
WBD/HBOMax: $26B
Viacom/CBS/Paramount: $13B
Apple could buy them all. But their Apple+ strategy is not to have a deep library of legacy content, but just to produce new 'prestige' shows. It hasn't been working out for them in order to win The Streaming Wars (40M subs for Apple+ compared to over 200M subs for Disney and Netflix). Keeping to that strategy, they wouldn't want to buy out any other streamer company (although, they are starting to buy-to-own production studios rather then just buying independent studios' content). And with all that Net Worth, they aren't in any rush to make Apple+ profitable. They can take all the time in the world to see if their strategy succeeds.
And Apple has shown no signs of being in the Merger & Acquisition business (M&A). But if they did, there's a lot of low hanging fruit to buy before wanting to take on Disney and parks and cruise lines.
Apple's net worth is $2.4 Trillion.
Right now Starz/Lionsgate is actively looking for a buyer and Apple hasn't acquired them. Lionsgate net worth is $10B. The others:
Amazon: $943B
Disney: $167B
Comcast/NBC/Peacock: $148B
Netflix: $126B
WBD/HBOMax: $26B
Viacom/CBS/Paramount: $13B
Apple could buy them all. But their Apple+ strategy is not to have a deep library of legacy content, but just to produce new 'prestige' shows. It hasn't been working out for them in order to win The Streaming Wars (40M subs for Apple+ compared to over 200M subs for Disney and Netflix). Keeping to that strategy, they wouldn't want to buy out any other streamer company (although, they are starting to buy-to-own production studios rather then just buying independent studios' content). And with all that Net Worth, they aren't in any rush to make Apple+ profitable. They can take all the time in the world to see if their strategy succeeds.
And Apple has shown no signs of being in the Merger & Acquisition business (M&A). But if they did, there's a lot of low hanging fruit to buy before wanting to take on Disney and parks and cruise lines.
el_super
Well-Known Member
It seems off to suggest that a theme park attraction can take 20+ years to pay itself off, but somehow a show on Disney+ can't.
The truth is, and this thread is a perfect example of it, that no one really knows how to quantify the success of something like Disney+. People here have been going on about total subscribers and ARPU and minutes watched and critical reviews, but at the end of the day, no one, and maybe not even Disney, understand how to translate those numbers into "X show generated Y revenue." The way to measure the success of these shows hasn't really been cemented the way that Nielsen ratings had been for TV or box office receipts for movies.
Further, at this point, the parks are showing that they are drawing demand and profit without new additions, so asking for more money for the parks doesn't seem all that wise of an investment.
I don't think the coming years will be all that painful. Much like the jokes of EuroDisney bankrupting the company in the 1990s, they may have to adjust but they will make it through.
flynnibus
Premium Member
You point out how they overspent on a single show... and then use that to show how the whole platform, strategy, and distribution needs to be overhauled and re-invented?
Why not... I dunno.. Just rethink how they spend on content and their pricing strategies? Why the doom and gloom that streaming is the biggest mistake ever?
Maybe it's just the idea that Splash Drops for streaming isn't the right plan.
Disney started as a content company. That's how they made the money to build parks.
And when parks were shuttered for the pandemic, the income from the content on the linear channels kept them from losing billions of dollars.
And all that linear channel income? It's doomed as cord cutting continues. The streamers are its replacement, once they price it accordingly and can get advertiser dollars out of it.
Disney isn't just a parks-focused company. If it was, it would have teetered on bankruptcy a year ago.
DCLcruiser
Well-Known Member
Yes, and then let Feige reboot Power Rangers and possibly, Transformers.
EPCOT-O.G.
Well-Known Member
Big yikes. He better get the animation side of the house fixed pronto.