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

Disney Irish

Disney Irish

Premium Member
BrianLo said:
We will certainly see. I’m reminded of the fear around the Activision-Blizzard deal with Microsoft and the doubt there they’d keep some of those games third party.

Hilariously no one thought Microsoft would go basically entirely third party instead. Which is NOT to say Netflix will do the same, but sometimes in the process they might see the light.

If there’s a financial case to release movies theatrically first and it results in overall meaningfully more demand and performance, Netflix may see the light. If there isn’t (though Iger has made a good case there is), then theatrical is doomed no matter who buys. K-pop 2 is a good test bubble.
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Netflix is first and foremost a streaming company, to say otherwise is just naive (not you) to how their business works and will continue to work even after any potential studio acquisition. So they will do whatever it takes to make sure their core business is and will remain successful. So if they see theatrical cutting into that business they will for sure keep windows short.

Be that as it may as of now it looks like Paramount has increased their bid and in the driver seat. And now its on Netflix to see if they really are in this to increase their bid or just let Paramount have it. It'll be interesting to see how the next couple days go.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
1771955863662.png


WBD + Netflix = 14.3%

WBD + Paramount = 13.7%

A difference of 0.6%.

About 1-2% more than YouTube.

Not taking into account that the Netflix deals sloughs off a bunch of "Discovery" channels.

So...
 
Dranth

Dranth

Well-Known Member
Disney Irish said:
deadline.com

Netflix’s Acquisition Of Warner Bros Bad For America, GOP Attorneys General Tell Feds

A total of 11 Republican state attorneys general are insisting that the federal government scrutinize Netflix's bid for Warner Bros.
deadline.com deadline.com
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Weird that this comes out after the administration insists that Netflix fires one of their board members for saying things the Pres. didn't like.

All that aside, I still don't understand why anyone would want Paramount to own anything. They are a terrible company and as someone who has WB stock sitting around since it was handed to me when they split from AT&T, I will 100% vote for Netflix every time.
 
N

Nevermore525

Well-Known Member
Dranth said:
Weird that this comes out after the administration insists that Netflix fires one of their board members for saying things the Pres. didn't like.

All that aside, I still don't understand why anyone would want Paramount to own anything. They are a terrible company and as someone who has WB stock sitting around since it was handed to me when they split from AT&T, I will 100% vote for Netflix every time.
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David Ellison got to be a guest last night, so he’s doing his job of cozying up to folks to aid his bid.
 
Disney Irish

Disney Irish

Premium Member
Dranth said:
Weird that this comes out after the administration insists that Netflix fires one of their board members for saying things the Pres. didn't like.

All that aside, I still don't understand why anyone would want Paramount to own anything. They are a terrible company and as someone who has WB stock sitting around since it was handed to me when they split from AT&T, I will 100% vote for Netflix every time.
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Nobody seems to want Netflix to buy WBD, not even their investors (as the stock has only fallen since they bid for WBD and only risen when it seems like Paramount might be able to claw it away from them), pretty much everyone has come out against it. Its really only people that want to keep Paramount from getting it as being why anyone would pick Netflix, which isn't a good reason in my opinion.

If it was anyone else but Netflix I'd side with them over Paramount, but its not. So as I said before looking at just the theatrical side which is all I care about in this situation, my pick even if I have to hold my nose for certain aspects of it is Paramount.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Theoretically, wouldn't it be awful if one belonged to a club that embraced the invisible hand of the market sloganing that government shouldn't be picking winners or losers and to not put their thumbs on the scales of capitalism, and then, one and all of one's comrades in the club are very publicly urging a heavy thumb on one side of the scales of capitalism. The other thumb is directing one's nose at the free market.

Imagine what willful self servicing that would be if one had a lick of self-awareness and not a paramount desire for power.
 
Disney Irish

Disney Irish

Premium Member
MisterPenguin said:
Theoretically, wouldn't it be awful if one belonged to a club that embraced the invisible hand of the market sloganing that government shouldn't be picking winners or losers and to not put their thumbs on the scales of capitalism, and then, one and all of one's comrades in the club are very publicly urging a heavy thumb on one side of the scales of capitalism. The other thumb is directing one's nose at the free market.

Imagine what willful self servicing that would be if one had a lick of self-awareness and not a paramount desire for power.
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And you live in Fantasyland.... ;)

We live in the world we live, whether we wished it was different or not.
 

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