A Spirited Dirty Dozen ...

Flippin'Flounder

Well-Known Member
I was already heavily erring on the side of 2018 outdoing their currently record setting 2016 box office run. This certainly fills in, quite nicely, the last concerning hole in the schedule.

I think they'll break 3 billion domestic, hedging my bet now.
They could do it this year, if Moana, Dr. Strange and Rogue: One do well, and BFG and Pete's Dragon aren't complete flops. They're sure to at least break 5 billion worldwide this year at this point.
 

BrianLo

Well-Known Member
They could do it this year, if Moana, Dr. Strange and Rogue: One do well, and BFG and Pete's Dragon aren't complete flops. They're sure to at least break 5 billion worldwide this year at this point.

Ya, I wanted to make a post about that at some point in a follow up to the fastest to 1 billion one. Kind of wish there was more of a dedicated thread for movie talk (that wasn't the nearly vacant sub-forum). So I'm just going to write an essay here instead - since Spirit is on a sabbatical and all.

3 billion requires everything to align, and it almost did. Alice is probably the biggest (although somewhat expected) underperformance that is going to cause the year to putter out just below the 3 billion mark, I'm thinking.

BFG and Pete's Dragon are not going to be hits. That doesn't particularly matter for the sake of Disney's overall year, but it matters for the sake of feeling confident about 3 billion.

On the flip side, Disney is 100% guaranteed to pass Universal's 2015 year for the reasons below...

The currently released films are taking them to approximately 2 billion more or less. That's a done deal.

-Moana simply doesn't have enough time to move the meter one way or another. If it's successful, that success will play akin to Zootopia and Frozen and will come with the legs of the film adding to the start of 2017. It's going to be adding 200 million to the year regardless of it settling on the Tangled/BH6 side of things or Frozen/Zootopia path.
-It would be ill advised to think that Dr. Strange is going to completely buck the trend of first-go Marvel fare. GoTG had the "team up" bonus going for it. Really, one way or the other. It's probably another 200 mil +/-.
-Even if Rogue one "flops", it's still a Star Wars movie, it will just be very front loaded and have zero legs in that case. A third of Episode VII's business with it being mostly front-loaded would still add the very lowball 250 million to 2016. I think assuming it will be Episode VII and add 600 million to the year is an outrageous expectation. It will probably do more than 250, but I'm first just laying a pessimistic scenario.
-I really wouldn't stake much more than 100 million and change from BFG/Pete's Dragon combined. The change is more of an insurance policy on a new Marvel/Disney Princess movie being the firsts to miss the mark, which is always in the realm of possibility

So pretty much 2.75 billion in a less optimistic scenario. Lots of wiggle room against Universal's 2.45.

So where could the 250 be made up? It could be, but it's not perfect odds.

-Moana can't help, as I stated.
-Dr. Strange seems pre-destined as a first-go solo Marvel movie.
-Maybe the BFG has legs, reviews are ok, tracking isn't. It could do more than I'm giving it credit for.
-Maybe Rouge One drags in 450-500 for this year, but to do that would be "guaranteeing" it is a top 5 all time domestic earner. That's a bold assumption, it's possible. Is it "for sure" a lifetime 600 million+ movie though? I think 2/3rds of Episode VII would make it a great success. Rouge One is probably what the 3 billion is riding on now.
-Just given this summer, my personal faith in Pete's Dragon is low. Who knows, maybe it's going to soar way past 100 on its own and make everything easier.
-Maybe Finding Dory is a 500+ million earner. I was working on the assumption it's settling in the 4's. 500 million is such a black-box though, everything seems to putter out historically in the 4's or just sail past into the 6's.


I'll conclude with is it sure would have been a heck of a lot easier if Alice had made 60% of the original instead of 25%. So while they have very little to complain about with Zootopia/Jungle Book/Finding Dory (thus far) overtaking expectations, Alice went from a record maker to a record breaker, in one sequel, in more ways than one. I'm not dismissing Captain America's great performance, but it was an Avengers movie more or less.
 

truecoat

Well-Known Member
They are very into the streaming business, one of the biggest and best out there. MLB.tv is easily the best sports streaming platform out there (IMO). They also helped create HBONow/HBOGo. I know it sounds strange since they are tied with Baseball, but they are a legit company, potentially could become one of biggest media companies in the world.

Disney has the right to buy another 33% withing 4 years. That's probably a forgone conclusion at this point.
 

the.dreamfinder

Well-Known Member
More like stock buybacks.

This doesn't seem like as sexy of a deal like the film division ones, but it may be just as (if not more) important. Seems they may very well have a plan to deal with the ESPN elephant in the room.
This is one of the best tech moves the company has made under Iger, not that that is saying much. It's infrastructure that, if managed and developed well by TWDC and its partner in the MLB, can run much more than an HBO Now version of ESPN.

MLBAM's backend already runs many of Disney's TV Anywhere apps like WATCH Disney Channel, Disney XD, Disney Junior, etc.

Just to get a feeling from the group, should Disney consider turning the ESPN and Disney blocks of channels into Premium Cable like packages à la HBO?
 

RSoxNo1

Well-Known Member
They are very into the streaming business, one of the biggest and best out there. MLB.tv is easily the best sports streaming platform out there (IMO). They also helped create HBONow/HBOGo. I know it sounds strange since they are tied with Baseball, but they are a legit company, potentially could become one of biggest media companies in the world.
You can easily spend hours down the YouTube rabbit hole looking at MLB videos if you're a fan. There is a lot of great content out there.
 

Rodan75

Well-Known Member
Ya, I wanted to make a post about that at some point in a follow up to the fastest to 1 billion one. Kind of wish there was more of a dedicated thread for movie talk (that wasn't the nearly vacant sub-forum). So I'm just going to write an essay here instead - since Spirit is on a sabbatical and all.

3 billion requires everything to align, and it almost did. Alice is probably the biggest (although somewhat expected) underperformance that is going to cause the year to putter out just below the 3 billion mark, I'm thinking.

BFG and Pete's Dragon are not going to be hits. That doesn't particularly matter for the sake of Disney's overall year, but it matters for the sake of feeling confident about 3 billion.

On the flip side, Disney is 100% guaranteed to pass Universal's 2015 year for the reasons below...

The currently released films are taking them to approximately 2 billion more or less. That's a done deal.

-Moana simply doesn't have enough time to move the meter one way or another. If it's successful, that success will play akin to Zootopia and Frozen and will come with the legs of the film adding to the start of 2017. It's going to be adding 200 million to the year regardless of it settling on the Tangled/BH6 side of things or Frozen/Zootopia path.
-It would be ill advised to think that Dr. Strange is going to completely buck the trend of first-go Marvel fare. GoTG had the "team up" bonus going for it. Really, one way or the other. It's probably another 200 mil +/-.
-Even if Rogue one "flops", it's still a Star Wars movie, it will just be very front loaded and have zero legs in that case. A third of Episode VII's business with it being mostly front-loaded would still add the very lowball 250 million to 2016. I think assuming it will be Episode VII and add 600 million to the year is an outrageous expectation. It will probably do more than 250, but I'm first just laying a pessimistic scenario.
-I really wouldn't stake much more than 100 million and change from BFG/Pete's Dragon combined. The change is more of an insurance policy on a new Marvel/Disney Princess movie being the firsts to miss the mark, which is always in the realm of possibility

So pretty much 2.75 billion in a less optimistic scenario. Lots of wiggle room against Universal's 2.45.

So where could the 250 be made up? It could be, but it's not perfect odds.

-Moana can't help, as I stated.
-Dr. Strange seems pre-destined as a first-go solo Marvel movie.
-Maybe the BFG has legs, reviews are ok, tracking isn't. It could do more than I'm giving it credit for.
-Maybe Rouge One drags in 450-500 for this year, but to do that would be "guaranteeing" it is a top 5 all time domestic earner. That's a bold assumption, it's possible. Is it "for sure" a lifetime 600 million+ movie though? I think 2/3rds of Episode VII would make it a great success. Rouge One is probably what the 3 billion is riding on now.
-Just given this summer, my personal faith in Pete's Dragon is low. Who knows, maybe it's going to soar way past 100 on its own and make everything easier.
-Maybe Finding Dory is a 500+ million earner. I was working on the assumption it's settling in the 4's. 500 million is such a black-box though, everything seems to putter out historically in the 4's or just sail past into the 6's.


I'll conclude with is it sure would have been a heck of a lot easier if Alice had made 60% of the original instead of 25%. So while they have very little to complain about with Zootopia/Jungle Book/Finding Dory (thus far) overtaking expectations, Alice went from a record maker to a record breaker, in one sequel, in more ways than one. I'm not dismissing Captain America's great performance, but it was an Avengers movie more or less.

I have slightly more faith in Pete's Dragon, only because of the timing of its release and I think that it could do 100 on its own. I think Disney screwed up their momentum a bit by releasing too many films in the Apr-Jul 4th corridor, a smarter release schedule could have eeked out an extra 100M this summer, Alice and BFG should have been spread differently throughout the year.

Otherwise I think your analysis is right on. =-)
 

ford91exploder

Resident Curmudgeon
More like stock buybacks.

This doesn't seem like as sexy of a deal like the film division ones, but it may be just as (if not more) important. Seems they may very well have a plan to deal with the ESPN elephant in the room.

Trouble is keeping a streaming platform up to date with adequate capacity requires a river of money, This is not an buy and forget business and margins are small due to the constant CAPEX required but Iger (Zenia prints my email out for me so I can read it) probably does not realize that about the internet and 'cloud' based businesses. i.e. there is real hardware and investment behind it
 

PhotoDave219

Well-Known Member
More like stock buybacks.

This doesn't seem like as sexy of a deal like the film division ones, but it may be just as (if not more) important. Seems they may very well have a plan to deal with the ESPN elephant in the room.

This is a very wise investment. MLBAM is at the forefront of video streaming and should pay dividends for years to come. Thankfully, its a minority investment so they wont screw it up.
 

PhotoDave219

Well-Known Member
This is one of the best tech moves the company has made under Iger, not that that is saying much. It's infrastructure that, if managed and developed well by TWDC and its partner in the MLB, can run much more than an HBO Now version of ESPN.

MLBAM's backend already runs many of Disney's TV Anywhere apps like WATCH Disney Channel, Disney XD, Disney Junior, etc.

Just to get a feeling from the group, should Disney consider turning the ESPN and Disney blocks of channels into Premium Cable like packages à la HBO?

Uh, no. The subscriber loss numbers would crash the stock.
 

truecoat

Well-Known Member
Does anyone know what this area is on the backside of DHS? It was just dirt in Feb and now is paved with something on it.

Hollywood.jpg
 

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