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Have you met my friend, Netflix? Disney absolutely can survive without theatrical grosses. Should it abandon a format it is very successful in and generally causes their movies to be even better received on their DTC platform? Absolutely not. But the company has pivoted away from theatrical...

Sorry. I should clarify that I didn't mean to conflate the two in their releases. I just meant the long term prospects are how Disney currently treats Hunchback. As a D-list Franchise. Whether Hunchback should be treated as such is another matter entirely. Versus something like Brave, that did...

Disney Live Action is a hot mess express. Always has been. No argument from me! Pixar in the last 10 years still has Inside Out, Coco, Turning Red, Luca and Elemental as legitimate franchises that it is or could be motivated to add to the parks. For an industry that is IP obsessed and kills...

Dreamworks films are also erratically underperforming. I think the problem is no one can accurately name the last 8 releases from memory. We just don't talk about Ruby Gilman, Spirit Untamed, The Bad Guys or Abominable. Orion and the Dark I'd bet is the first time anyone is bringing up that...

HTTYD is my favourite of either Studios' output, I think our tastes differ, which is completely fine! Not the point as you said. But Disney does not remotely engage in the same accounting practices. Illumination films are more cheaply produced, I am not denying that. The discrepancy in costing...

Agreed, I think the issues are being a bit overstated. If anything the major problem is that it’s being wedged by DVC and not hotel rooms where the guests could more easily stay. Though a bigger unit for the family, bride/groom etc is a nice feature. I’ve been to several resort weddings...

Unfortunately. The consensus from the Dis folks who are more obsessive about these things are no top level dining, grand villas only up there. More Disneyland tower and less RIV. There is quick service / table adjacent dining on the main level and likely a pool bar snack option. But ultimately...

Oh? The consensus was there was no top level dining.

Yes, I'm interested in what Coco morphs into actually. We're left picturing the D23 vague concept with Encanto cut away, but if it's meant to stand semi on its own as the first phase, I'd sort of expect a little more to it. Unless BBTM is still structured Coco, Phase 2, Villains. But I'm not...

I realize this is a numbers thread and you are legitimately an Illumination/Dreamworks fan (I am not)... but why are we so obsessive about this. Illumination offshores its production, pays its animators less, uses accounting practices to shift studio costs out of the film budgets and spends the...

No. WDSP had a poor reputation and needed a rebrand / relaunch. DHS is incredibly (possibly too) well received these days. None of the American parks really need a relaunch anymore and hopefully never well. They can prevent that by making steady investments.

Without going flagrant into armchair imagineering (but I’ll do so anyways), there seems plenty of space for both. As you said that doesn’t mean a ride. Since it’s in the former human settlement area - a tent or warehouse structure seem fine. Whether that’s an animal walk through, sit down show...

Mary poppins is being put on a pedestal as well, but would have been pilloried. Though the facade concept looked nice. The concept there also needed to be a fantasyland busbar C ticket, not a carousel. It’s not hard for them to set an expectation of ‘this ride is like Snow White or Peter Pan’...

Note I used Segments purposefully; Entertainment, even with its no good, very bad year, was still making money. Removing a 2.5B deficit from DTC in that segment will help dramatically, even if linear declines underneath. Assuming, you know, DTC doesn’t actually improve further. Like I think...

Quite the opposite. Money is free flowing, in every major segment of the company now, there’s zero excuses.

Not really. As a Division, 'Entertainment' has always been self-funded. Linear has propped it up while DTC and Content Sales/Licensing (or Studios) was negative. Ultimately the Entertainment portion of the company still reported 1.44 billion positive operating income for last year. Parks money...

And they lump in licensing to DTC! Well, that’s quite the lie indeed.

I said I would wait until making a call later in the year, but I think I’ve seen enough. While it isn’t Strange World and they are probably happy enough with the premiere, Wish won’t be a successful staple. Throw it on the bench with Hunchback long term. But not in the bin with chicken little...

They do? I hadn’t looked under the hood of that company. That’s quite disingenuous then.

Sorry this is why I’m trying to with-hold commentary on this topic and that was not the spirit of my post to get into medical semantics. I’m quite aware… I was trying to actually highlight that it’s not the diagnosis themselves, it’s the moderate-severe functional impairments. That applies to...