April 11, 2019. Investor day

[MisterPenguin]

Delayed to 2020? Wasn't it late this year?

FY 2020 begins this October.

 

[BasiltheBatLord]

FY 2020 begins this October.

My bad. I always get fiscal quarters mixed up.

 

[AnotherDayAnotherDollar]

Will take 4 years for all licensed-out content to come back home.

Launch will be global. US and EU right away, then Asia, then Latin America.

I wonder if that includes Fox's content as well. We know they have a deal with HBO until 2022 IIRC.

 

[MisterPenguin]

Jennifer! Jennifer! Over here!!! Will we be able to watch Song of the South!?

 

[FutureCEO]

Finally the first woman

 

[MisterPenguin]

I wonder if that includes Fox's content as well. We know they have a deal with HBO until 2022 IIRC.

That's for Hulu, the timeline they just gave was for D+ content.

 

[CaptainAmerica]

Did they say no more home video distribution?

 

[MisterPenguin]

Argh, why are they blacking out the Frozen and Frozen 2 video? They have the rights to that!!

 

[MisterPenguin]

Into the Unknown making Frozen 2 documentary is a thing that exists.

 

[MisterPenguin]

Did they say no more home video distribution?

That's gone unmentioned.

 

[NateD1226]

Into the Unknown making Frozen 2 documentary is a thing that exists.

and I don't understand why...

 

[VJ]

jennifer looks like she's about to cry

the disney+ layout looks nice! i wasn't sure of it at first but the more they showed of it, the more i liked it

downloadable is definitely big, getting me more excited for the service definitely

 

[MisterPenguin]

Lasseter's replacement speaking, Pete Docter.

 

[MisterPenguin]

18 Pixar films immediately available. The latest three will take a little longer to work off distribution contracts.

Clip from Toy Story 4 blacked out...

 

[Indy_UK]

Did they say no more home video distribution?

Is that the plan then?

 

[CaptainAmerica]

Lasseter's replacement speaking, Pete Docter.

Pour one out.

 

[CaptainAmerica]

Is that the plan then?

I thought I heard something to that effect when they were talking Frozen 2 but my girls were shouting and I couldn't really hear.

 

[AnotherDayAnotherDollar]

18 Pixar films immediately available. The latest three will take a little longer to work off distribution contracts.

Clip from Toy Story 4 blacked out...

Coco leaves Netflix 11/29/2019 and Incredibles 2 leaves Netflix 07/20/2020. They will probably be on Disney+ soon after. Toy Story 4 won't be Day 1 because it'll still be on their window (i.e. DVD/Blu Ray/VOD) before they put it on streaming.

This implies launch date is either Oct or first half of Nov 2019. I have heard from a VP at DSS it's going to be November.

 

[MisterPenguin]

New original content: Forky Asks a Question. Ten shorts.

Bo Peep will also make a short called Lamp Life. (So... there's your spoiler... she's not the bad guy in TS4.)

Monsters at Work, a Monsters, Inc. series.

Documentaries on Pixar.

 

[MisterPenguin]

And now, Kevin Feige to let us know what this whole ""Marvel"" thing is.