Ayla
Well-Known Member
I believe I read (someone please correct if wrong) that the deal is expected to close in 12-16 months? I think?
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Disney (and others) at the Box Office - Current State of Affairs
- Thread starter Disney Analyst
- Start date
FrontierSpirit
Active Member
Warner Bros. Discovery must successfully spin off its cable TV networks (CNN, TNT, Discovery, etc.) into a separate company before the deal can be completed.
coffeefan
Well-Known Member
Yes, that's the timeline Netflix said they expect for the deal to close.
Disney is drowning in studios making content. As per Perplexity...
To provide a truly exhaustive list that covers theatrical, TV, and streaming content, including production for the cable channels, we need to look at both The Walt Disney Studios (Film) and the Disney Entertainment Television divisions.
Here is a comprehensive breakdown of the key studios and production labels owned by Disney that create content for all platforms:
These studios produce high-profile content (films and/or series) for theatrical release, Disney+, and sometimes other platforms.
This division is the primary content provider for ABC, Hulu, Disney+, and the FX and National Geographic networks.
This division focuses on content for children and family audiences, primarily feeding the Disney Channel, Disney Junior, Disney XD, and Disney+.
Dedicated animation studios that produce both theatrical features and streaming/short-form content.
Also... sports.
To provide a truly exhaustive list that covers theatrical, TV, and streaming content, including production for the cable channels, we need to look at both The Walt Disney Studios (Film) and the Disney Entertainment Television divisions.
Here is a comprehensive breakdown of the key studios and production labels owned by Disney that create content for all platforms:
I. Theatrical & Cross-Platform Studios
These studios produce high-profile content (films and/or series) for theatrical release, Disney+, and sometimes other platforms.| Studio Name | Primary Focus | Notable Content Examples |
| Walt Disney Pictures | Flagship live-action films and remakes. | Live-action The Lion King, Pirates of the Caribbean. |
| 20th Century Studios | General audience, high-budget theatrical films. | Avatar franchise, The Planet of the Apes franchise. |
| Searchlight Pictures | Specialized, independent, and adult-oriented films and TV. | Nomadland, The Shape of Water, The Old Man (TV). |
| Marvel Studios | Marvel Cinematic Universe (MCU) films and interconnected series. | Avengers films, Loki, WandaVision. |
| Lucasfilm | Star Wars and Indiana Jones films and series. | Star Wars saga films, The Mandalorian, Andor. |
| Disneynature | Nature documentary feature films. | Oceans, African Cats. |
II. Disney Television Studios (DTS)
This division is the primary content provider for ABC, Hulu, Disney+, and the FX and National Geographic networks.| Studio Name | Primary Focus | Notable Content Examples |
| 20th Television | High-volume live-action TV production for all networks/platforms. (Formed from the merger of 20th Century Fox TV and other labels like ABC Studios/ABC Signature). | Modern Family, 9-1-1, Grey's Anatomy, The Bear. |
| 20th Television Animation | Animated series for primetime/mature audiences, often for Fox/Hulu. | The Simpsons, Family Guy, Bob's Burgers. |
| ABC Signature | Live-action TV production, historically associated with ABC network content. (Currently consolidating under 20th Television). | Black-ish, Lost, Scandal. |
| Searchlight Television | Television and limited series production stemming from Searchlight's brand. | The Dropout. |
| FX Productions | Premium, award-winning content for the FX networks (FX/FXX/FXM) and Hulu. | Fargo, Reservation Dogs, The Old Man. |
III. Disney Branded Television (DBT)
This division focuses on content for children and family audiences, primarily feeding the Disney Channel, Disney Junior, Disney XD, and Disney+.| Studio Name | Primary Focus | Notable Content Examples |
| Disney Television Animation (DTVA) | Animated series and movies for children and family. | Phineas and Ferb, Amphibia, The Owl House. |
| It's a Laugh Productions | Live-action comedy series (sitcoms) for the Disney Channel/XD. | That's So Raven, Wizards of Waverly Place. |
| Disney Original Documentary | Documentary films and series for the Disney brand, including Disney+. | Stuntman. |
| Disney Unscripted and Alternative Entertainment | Reality, unscripted, and variety content. | Dancing with the Stars, various competition shows. |
IV. Animation Studios
Dedicated animation studios that produce both theatrical features and streaming/short-form content.| Studio Name | Primary Focus | Notable Content Examples |
| Walt Disney Animation Studios (WDAS) | Main feature-film animation (CG and traditional) for theatrical and Disney+. | Frozen, Zootopia, Wish. |
| Pixar Animation Studios | Feature-length computer animation and shorts. | Toy Story, Inside Out, Soul. |
| Lucasfilm Animation | Animated content for the Star Wars franchise. | Star Wars: The Clone Wars, Star Wars: Rebels. |
| Marvel Studios Animation | Animated series based on Marvel characters for Disney+. | X-Men '97, What If...? |
Key Note on Network Labels
While ABC, FX, Freeform, and National Geographic are primarily networks (distributors/channels), they all have dedicated production arms (like FX Productions and ABC News Studios) that create the shows and documentaries that air on their channels and stream on Hulu/Disney+. They are a critical part of the content creation machine.Also... sports.
Interesting. Test it out to see if the audience is still there.
December 18 is also Dune 3.
I wonder who called dibs on the Premium Format Screens?
Disney Irish
Premium Member
Netflix isn't a theatrical partner, they will maintain the current contracts WB has but once those are done (2028 I think) my guess is Netflix will stop all theatrical distributions. Only releasing special event things like they did with KPop Demon Hunters.
This is bad for the theatrical model.
FrontierSpirit
Active Member
Disney is drowning in studios making content. As per Perplexity...
To provide a truly exhaustive list that covers theatrical, TV, and streaming content, including production for the cable channels, we need to look at both The Walt Disney Studios (Film) and the Disney Entertainment Television divisions.
Here is a comprehensive breakdown of the key studios and production labels owned by Disney that create content for all platforms:
These studios produce high-profile content (films and/or series) for theatrical release, Disney+, and sometimes other platforms.
Studio Name Primary Focus Notable Content Examples Walt Disney Pictures Flagship live-action films and remakes. Live-action The Lion King, Pirates of the Caribbean. 20th Century Studios General audience, high-budget theatrical films. Avatar franchise, The Planet of the Apes franchise. Searchlight Pictures Specialized, independent, and adult-oriented films and TV. Nomadland, The Shape of Water, The Old Man (TV). Marvel Studios Marvel Cinematic Universe (MCU) films and interconnected series. Avengers films, Loki, WandaVision. Lucasfilm Star Wars and Indiana Jones films and series. Star Wars saga films, The Mandalorian, Andor. Disneynature Nature documentary feature films. Oceans, African Cats. This division is the primary content provider for ABC, Hulu, Disney+, and the FX and National Geographic networks.
Studio Name Primary Focus Notable Content Examples 20th Television High-volume live-action TV production for all networks/platforms. (Formed from the merger of 20th Century Fox TV and other labels like ABC Studios/ABC Signature). Modern Family, 9-1-1, Grey's Anatomy, The Bear. 20th Television Animation Animated series for primetime/mature audiences, often for Fox/Hulu. The Simpsons, Family Guy, Bob's Burgers. ABC Signature Live-action TV production, historically associated with ABC network content. (Currently consolidating under 20th Television). Black-ish, Lost, Scandal. Searchlight Television Television and limited series production stemming from Searchlight's brand. The Dropout. FX Productions Premium, award-winning content for the FX networks (FX/FXX/FXM) and Hulu. Fargo, Reservation Dogs, The Old Man. This division focuses on content for children and family audiences, primarily feeding the Disney Channel, Disney Junior, Disney XD, and Disney+.
Studio Name Primary Focus Notable Content Examples Disney Television Animation (DTVA) Animated series and movies for children and family. Phineas and Ferb, Amphibia, The Owl House. It's a Laugh Productions Live-action comedy series (sitcoms) for the Disney Channel/XD. That's So Raven, Wizards of Waverly Place. Disney Original Documentary Documentary films and series for the Disney brand, including Disney+. Stuntman. Disney Unscripted and Alternative Entertainment Reality, unscripted, and variety content. Dancing with the Stars, various competition shows. Dedicated animation studios that produce both theatrical features and streaming/short-form content.
Studio Name Primary Focus Notable Content Examples Walt Disney Animation Studios (WDAS) Main feature-film animation (CG and traditional) for theatrical and Disney+. Frozen, Zootopia, Wish. Pixar Animation Studios Feature-length computer animation and shorts. Toy Story, Inside Out, Soul. Lucasfilm Animation Animated content for the Star Wars franchise. Star Wars: The Clone Wars, Star Wars: Rebels. Marvel Studios Animation Animated series based on Marvel characters for Disney+. X-Men '97, What If...? Key Note on Network Labels
While ABC, FX, Freeform, and National Geographic are primarily networks (distributors/channels), they all have dedicated production arms (like FX Productions and ABC News Studios) that create the shows and documentaries that air on their channels and stream on Hulu/Disney+. They are a critical part of the content creation machine.
Also... sports.
It will be interesting for sure.
Wall Street has recently turned on the idea of "volume" in favor of "profit."
Disney must “feed the beast”. ABC, Disney Channel, FX, National Geographic.
churn out content to fill 24 hours of airtime. high overhead, "franchise fatigue"
Netflix has operated with higher profit margins (~20-25%) than Disney's media division.
Acquired WB Studios without the cable networks
The Jewels without the Junk so to speak.
Netflix gets House of the Dragon and H.P.
They don't get declining advertising revenue of 24 hour cable news.
Might be a very smart play by Netflix
Media landscape shifting faster and faster
Disney Irish
Premium Member
Problem is that you don't get the ad revenue that goes along with that so the costs are higher and margin ends up being lower since no additional revenue to offset it.
This is why I've seen many analysts saying this is a bad deal long term for Netflix. They just increased all their costs by at least 100 fold if not more in trying to run a studio.
Vegas Disney Fan
Well-Known Member
Netflix airs a lot of good movies that never get a theatrical release, them buying Warner could end up being a positive for theaters if they choose to do more short term releases, like the Demon Hunters film, a 1-2 week window for their in house projects wouldn’t be earth shattering but could be great for theaters.
Disney Irish
Premium Member
It'll be business as usual, ie no changes, for the next 2-3 years as this will be a long process and current contracts are in place. After that who knows. Netflix has been against the theatrical model for the most part. Could they do an about face, of course, but I wouldn't bet on it.
I think the prediction that theater owners made a few years ago about theatrical being dead in 10-15 years just accelerated.
FrontierSpirit
Active Member
Fair point and I agree If you are a short term investor it could be bad. Margins will compress, debt will rise, integration could be a nightmare but maybe they keep HBO?
Long term It’s the only way to survive. If Netflix didn't buy WB, Amazon or Apple eventually would have.
FrontierSpirit
Active Member
Maybe.. theatrical as a marketing expense rather then a profit center
Disney Irish
Premium Member
Honestly Amazon or Apple would have been better. However they weren’t even at this party. The other two suitors were Paramount and Comcast with Paramount being the other top contender.
TalkingHead
Well-Known Member
Would be surprised if the ‘77 theatrical Star Wars isn’t the highest grossing rerelease in history.
FrontierSpirit
Active Member
FrontierSpirit
Active Member
They are willing to take on the "toxic" cable assets
Disney Irish
Premium Member
Did anyone remember that Freddy 2 was opening this weekend? Apparently most did as previews got $3M less than the first -
Currently predicted to open at $50M which is $30M less than the first.
Currently predicted to open at $50M which is $30M less than the first.
Disney Irish
Premium Member
Yes, their bid has always been to buy the whole company not just studio/streaming.
I think it gives more shareholder value myself, but we'll see what happens. A hostile takeover bid puts it right to the shareholders.