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Also see the Eras Tour numbers. Had it not done what it did in the theaters, I don't think Bob would have been so excited to announce it coming to D+.

ok....I guess. Are they talking worldwide, including the Hotstar accounts that don't pay very much? I mean, if it's all about profitability and not subscriber count, then those subs, if from the Asian market, aren't contributing very much to that bottom line.

I'm curious how they expect to go from losing 1 million in a quarter to adding 5.5 - 6 Million in the next two months? Purely Swifties? Or is that banking on free accounts like I got for Hulu with ads on TMobile, though I haven't activated the account. How many "free" accounts are they giving...

Just waiting to see Mickey Mouse with an AK bunny hopping around the place. 🤪

Non answer on where the 60 billion will be invested. Totally.

So we have a few odd things being said in this thread, on one hand it's been said that Peltz and Rasulo would destroy the company and then we have it being said that 2 seats isn't enough power to accomplish anything. It does some TWDC itself thinks those 2 sets are worth something as they...

Make your own decisions, do your own research. Looking at this on my trading site tells me all I need to know about how things are going. Whether or not the current board is to blame or is to be relied upon to right the ship is yet to be seen. However, the DIS board of directors only job...

Appears most people who saw Soul really liked it, just not very many people, in Pixar average attendance, saw Soul.

Then after doing nothing in the theaters, they went and put it on broadcast TV last night as well. Confusing.

Has TWDC or any of its studio subsidiaries ever truly cancelled a movie? They just seem to fade away.

No, because they normally make such announcement at events like Star Wars Celebration, not via a press release on an otherwise unremarkable day.

Odd Tuesday in January announcement? Feels like a rush job to me.

Stop making me feel like an olde man! But it's true, was amongst a group of 20 somethings the other day, 8 of them, not a single one owns a laptop or desktop PC of any kind. All just smartphones and the like. The only thing I have in common with them is not owning a check book (not since...

Just got the text from T-Mobile about this. I'm most disappointed, but as expected, my Netflix On Us is going ad based in Feb :( Just to put it in line with the Hulu On Us. Guess I'll just rely more on my Lifetime Plex Pass and certain other sources for entertainment.

I have a tough enough time understanding EBITDAR and EBITDARM on a revenue statement, now you want to add ATSD+IDPFDVDPVOD ?

So then CFTOD turned over 888 pages of paperclip requisition forms but nothing of substance in all likelihood? I'm still curious over the time period requested.

So help a novice, not a lawyer, understand. CFTOD has been around for what, less than a year? Is Disney looking for public records from that time? Or are they looking for records from back when RCID was in place? I mean, if it's from the past year, it cannot be that much to gather them all...

Be interesting to see if Amazon begins to carve out its subscribers and let the public know how many sign up for the new ad free tier after Jan 29 at an additional 2.99 per month.

Does Nielsen report international data? If not, that would give credence to only looking at domestic customers.

Interesting, I know people crap all over the Motley Fool, but numbers are numbers. https://www.fool.com/investing/2023/12/24/amazon-just-passed-walt-disney-on-an-important/