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Because the only metric the market is interested in is when will streaming be profitable. And the promises that it will be right around the corner are too good for the market to resist. But that could prove a snafu if it’s not taking into consideration how that profitability is achieved, what it...

So much of their future portfolio is riding on streaming, and I have to wonder how much of a disadvantage Disney is at being seen by most general consumers as an alternative choice to Netflix. How much are people willing to pay for a D+/Hulu package per month? How little new content can they...

Very efficient, they’ve already factored in the eventual collapse of the company, the economy, and the universe.

How do you think stock reacts based on the two primary outcomes? Drops, rises, or doesn’t fluctuate?

If a chintzy Godzilla/Kong movie can make $80m in a weekend, maybe there’s hope for this. The skimpy theatrical lineup certainly helps.

And Iger sees theme parks as a way to further subdivide and sell access and time-saving measures instead of an E-ticket experience that comes with your day ticket. It’s all a racket which is why a lot of people don’t care if Iger gets his way or not. It’s a diminished experience that isn’t worth...

Wall Street definitely doesn’t care how individual releases do but there is something of a canary in the coal mine to those things. If MCU continues to fade in popularity and SW wobbles, where’s Disney cultural currency stand with the new CEO taking over? Wall Street might eventually care in a...

Bigger problem for Iger is what happens once this fight is behind him. It’s had the effect of shoring up his support against an easy villain. What happens if the animated releases this year do mediocre/passable numbers and not, say, $800m? The future of the company doesn’t get any brighter after...

Yeah what? You’ve gone on endlessly for years about how Iger’s Imagineers have done flawed work that doesn’t live up to Disney’s standards, and now you want them to be given more rope? Ok man.

Hard to keep up, but the pro-Iger folks have complained for years that he doesn’t value commitment to theme, upkeep on attractions, non-IP expansions, additions instead of replacements, etc. Now they’re concerned a mixed bag of IP expansions might not be built? Make it make sense.

When Iger came back in November 2022, this was what was reported: Then of course his contract was later extended to the end of 2026, more than two and a half years away from this upcoming vote. The word from Disney originally was that there would be a successor ready to go at the end of 2024...

It’s not dumb to point out Avatar 2 is an anomaly in the Disney tentpole stable. A franchise that gives complete control to one filmmaker, values craftsmanship over the content mill, is a franchise that hasn’t overextended itself, a film that pushes PLF theatrical experience. None of those...

Apropos any discussion of Iger’s franchise management, what’s the next SW feature going to be and when’s it being released? Or does that not matter because SW, the most lucrative brand in movie history, has become a teaser for subscribing to Disney’s streaming service?

This thread isn’t the place to spitball how to fix Disney’s fading entertainment, it’s the place to discuss how Iger has guided these franchises into diminishing returns. More of the same, that’s seemingly all he’s got.

How would you assess the creative fuel in the Disney engine over the past ten years? New lane would be any fresh starting line that attracts new audiences. If big-brained Bob can’t figure out how to do that, maybe he should put some of the posters here on the payroll.

But those features are the brand when you get down to it. They’re the things that create addicted fans who buy merch, watch movies over and over, and subscribe to the streaming service for the ancillary series. If the features are losing traction, it’s going to snowball at some point because of...

Wonder if any new MCU release will ever outgross Guardians 3. It was perceived as the end of the ride for a lot of casual fans. Iger has had a while to pitch a corrective course for his beloved franchises and Disney entertainment in general, but the plan seems to be stay the course with more of...

Wonder how much of that is due to Disney tabling any big releases for six-eight months. Wish was the last one, and the next isn’t until summer. It let the air clear of those bad sentiments about Disney 2023 tentpoles, and let investors ignore what’ll happen if/when the 2024 releases underperform.

https://deadline.com/2024/03/disney-proxy-fight-activist-investor-blackwells-lawsuit-1235871190/

https://deadline.com/2024/03/new-york-city-retirement-systems-back-disney-board-nelson-peltz-1235870768/