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

[Casper Gutman]

Putting aside all the broader considerations, and they are profound and very potentially calamitous, at the most basic level Netflix just can’t make movies. On occasion they’ll bring in a big name director that can make something interesting but most of their content is soulless garbage. I say this as someone who really enjoys the Fast and Furious series, who will defend the MCU endlessly, who adores 80s and 90s action garbage and B-movies, who even finds amusement in the Twilight series for its comedic earnestness - almost none of what Netflix produces is worth watching on any level. It might as well be AI.

 

[monothingie]

Disney is already the biggest media distributor so I’m not sure it really meaningfully changes that calculus.

Company	Market Cap (USD)
Netflix (NFLX)	$443.86 billion
Disney (DIS)	$189.75 billion

Ummmm...

 

[FrontierSpirit]

Putting aside all the broader considerations, and they are profound and very potentially calamitous, at the most basic level Netflix just can’t make movies. On occasion they’ll bring in a big name director that can make something interesting but most of their content is soulless garbage. I say this as someone who really enjoys the Fast and Furious series, who will defend the MCU endlessly, who adores 80s and 90s action garbage and B-movies, who even finds amusement in the Twilight series for its comedic earnestness - almost none of what Netflix produces is worth watching on any level. It might as well be AI.

We will see what Netflix does with the new Harry Potter series. I’d assume they will keep season one team together since it’s already in production

 

[FrontierSpirit]

Company	Market Cap (USD)
Netflix (NFLX)	$443.86 billion
Disney (DIS)	$189.75 billion

Ummmm...

Is this true?
Recent data suggests the combined viewership of Netflix + Max + HBO content would surge past 20% of US streaming viewership. This effectively creates a singular entity larger than Disney in terms of pure consumer attention time.

 

[Disney Irish]

Company	Market Cap (USD)
Netflix (NFLX)	$443.86 billion
Disney (DIS)	$189.75 billion

Ummmm...

Market Cap is not indicative of who is the largest media distributor.

Outside of Youtube Disney is the largest distributor, and will likely continue to be so after this acquisition by Netflix (if it completes successfully).

 

[Disney Irish]

Is this true?
Recent data suggests the combined viewership of Netflix + Max + HBO content would surge past 20% of US streaming viewership. This effectively creates a singular entity larger than Disney in terms of pure consumer attention time.

You have to expect that there is a big overlap with the Netflix and HBO customers, so it's unlikely to go up that much.

 

[FrontierSpirit]

Spells it all out here…

 

[monothingie]

Market Cap is not indicative of who is the largest media distributor.

Outside of Youtube Disney is the largest distributor, and will likely continue to be so after this acquisition by Netflix (if it completes successfully).

View attachment 895720

I would have expected better from you. So now viewership matters? LOL! This is weak.

The valuation of the company is all that matters. It shows which ones are better run and deliver more value for shareholders. No doubt Netflix is more adapt as not only a studio but a distributor of content because that's where investors are putting their money.

$Dis one year roi -8.7%
$NFLX one year roi + 8.4%

 

[monothingie]

You have to expect that there is a big overlap with the Netflix and HBO customers, so it's unlikely to go up that much.

Just like Hulu and D+.

 

[Disney Irish]

Spells it all out here…

Yeah that tells you everything you want to know about how Netflix plans to treat theatrical.

 

[monothingie]

Is this true?
Recent data suggests the combined viewership of Netflix + Max + HBO content would surge past 20% of US streaming viewership. This effectively creates a singular entity larger than Disney in terms of pure consumer attention time.

While Netflix has indicated little interest in retaining the cable and sports programing owned by WBDiscovery. It will be interesting to see where this goes.

 

[Disney Irish]

I would have expected better from you. So now viewership matters? LOL! This is weak.

The valuation of the company is all that matters. It shows which ones are better run and deliver more value for shareholders. No doubt Netflix is more adapt as not only a studio but a distributor of content because that's where investors are putting their money.

$Dis one year roi -8.7%
$NFLX one year roi + 8.4%

That isn't what was being discussed though, this isn't about who has a higher valuation. It was about who is the larger media distributor, and its Disney by far of the traditional media companies outside of Youtube.

 

[Disney Irish]

Just like Hulu and D+.

And there was, never claimed there wasn't.

 

[FrontierSpirit]

While Netflix has indicated little interest in retaining the cable and sports programing owned by WBDiscovery. It will be interesting to see where this goes.

Isn't the sports package being sold off separately or did that come with the buyout?

 

[MisterPenguin]

Don't forget: WBDiscovery is sloughing off all that Discovery and incidental channels before the merger. Which might make regulatory concerns a bit less concerning.

 

[Disney Irish]

No doubt Netflix is more adapt as not only a studio but a distributor of content because that's where investors are putting their money.

Netflix isn't a studio, they are the antithesis of a studio. That is why they are buying WB, to get the studio.

 

[FrontierSpirit]

That isn't what was being discussed though, this isn't about who has a higher valuation. It was about who is the larger media distributor, and its Disney by far of the traditional media companies outside of Youtube.

Correct, Netflix is acquiring the studios and streaming services (Warner Bros. Pictures, HBO) but not the linear cable networks

Disney is the larger traditional distributor because they control the twilight of Cable TV while building their streaming platform with Hulu/D+

I guess Netflix is betting on Cable (maybe theatrical?) not being important in the future.

 

[coffeefan]

Don't forget: WBDiscovery is sloughing off all that Discovery and incidental channels before the merger. Which might make regulatory concerns a bit less concerning.

It's why I expect this to move faster than the Disney-Fox deal.

This will be bad for theaters. But maybe not as bad as some people think.

 

[Ayla]

A 5B breakup fee so they are pretty confident the deal will go through.

I know it is wishful thinking. Consumers will be the only losers in that deal.

 

[coffeefan]