News Bob Iger is back! Chapek is out!!

[Br0ckford]

Still wondering how that family from Denver is doing…..

Happily on their way to Disney World oblivious to all of this

 

[JD80]

MIRA MIRA MIRA MIRA

Haha. It would be on right now behind me but we banished our youngest to go play with her toys.

 

[Sirwalterraleigh]

Broadcast format is schedule shows (time of day) with commercial breaks. Streaming is the opposite of this.

If anything, kids love shorts. They like watching something for 5 minutes and moving on to something new. But they still are hooked to traditional cartoons like Bluey, Rocket Girl and Mira Royal Detective.

My kids are 9, 7 and 4 and the oldest just found Hanna Montana and can't stop watching it.

The BIGGEST change I see in kids these days, with all of their peers, is that they vastly prefer watching content (whatever it is) on tablets and not on a large TV. They love tucking themselves away in a corner with blankets and chilling.

Sorry…broadcast not the right word.

“Episodic” is probably the more accurate one.
It’s not the ease of delivery…it’s the attention span once you click the Roku remote that is a taller “hurdle” everyday.

 

[JD80]

Also want to echo that Netflix's kids shows are garbage. The only other streaming platform worth watching for kids is PBS.

 

[Sirwalterraleigh]

Still wondering how that family from Denver is doing…..

…they couldn’t get a park reservation anywhere

 

[JD80]

Sorry…broadcast not the right word.

“Episodic” is probably the more accurate one.
It’s not the ease of delivery…it’s the attention span once you click the Roku remote that is a taller “hurdle” everyday.

Totally disagree but that's my kids. They will sit there and binge shows they find just like any adult finding an old show they get in to.

My daughter is now binging Hanna Montana like I mentioned. Last year my kids binged Dinosaurs (the sitcom). There are numerous shows that they watched to death this year.

Will kids also sit there and watch 5 minute clips of garbage on Youtube for 5 hours? Yes they do that too. My son (7) is a sports nut now. He just got into the NFL and he sits there and watches clips/highlights all day if I let him. But he'll also sit there and watch a whole game.

Kids aren't different they just have more options and we're just getting old.

 

[Kamikaze]

1. The Way of Water does not "need to bring in $2 billion just to break even," that was just James Cameron talking out of his backside.

2. The Way of Water will bring in $2 billion.

No chance.

 

[CaptainAmerica]

No chance.

It's gonna do $500 million in China.

 

[MisterPenguin]

Disney stopped doing prestige when they got rid of Miramax.

They re-upped on prestige by keeping Searchlight, and to a lesser extent 20th Century around to produce adult and art house films. (They're also making 20th Century produce a ton of stuff for Hulu.)

 

[MisterPenguin]

Well now Kareem has been ousted. Will D+ be niche again or not?

It really can't be niche again. Disney Star is baked into D+ in most international markets. And Disney Star is all the Hulu content they own. To be family-niche again, they'd have to sell off all that content and Searchlight and make all their studios produce just family fare. That ain't gonna happen.

 

[MisterPenguin]

Gender skew does not measure children properly. This chart is broken.

Wait... are you saying they didn't track grade school kids demanding more of the Snyderverse on Twitter?

 

[fgmnt]

I also don't see Tim Cook doing Iger the solid of buying Disney so Bob can cement his legacy.

That's not really how business works.

If Steve Jobs was somehow still alive and 55 years old, I think the sale might have happened. Tim is a great person for Apple right now, an expert operator who has been able to shepherd the most valuable publicly traded company in the world with little hiccup. I don't know if the guy has the vision for such an insane prospect. I don't know who does.

This is an interesting point.

The most valuable IP to be acquired isn’t necessarily WBD’s catalogue, but Mr. Beast.

I do not think it has been discussed much here, but two of the retreats Disney made under Iger, for good reasons in the moment, may have hurt the company's potential for growth in the long run. Maker was fully bought by Disney in 2014 and completely gone 5 years later, and Disney retreated from publishing console games in favor of mobile in the early 2010s as well (and doubled down on this when dissolving Lucasarts upon the acquisition of Lucasfilm).

Do any of the major studios have a significant video game division?
Edit: Sony, of course. Any others?

Warner Bros stumbled into a series of video game studios acquisitions over the years that have proven to be more popular than previous parent companies realized; I believe AT&T was trying to sell the division before they dumped the whole company. They actually own some former Disney video game studios assets and have published games with Disney related licenses (they make the LEGO Star Wars games, for example)

 

[MisterPenguin]

This movie needs to become the 3rd highest grossing film JUST TO BREAK EVEN.

That's 66% of what Avatar 1 made.

 

[CaptainAmerica]

It really can't be niche again. Disney Star is baked into D+ in most international markets. And Disney Star is all the Hulu content they own. To be family-niche again, they'd have to sell off all that content and Searchlight and make all their studios produce just family fare. That ain't gonna happen.

They don't want to be niche, they want to be the new cable bundle.

That gender map that shows Hulu insanely female and D+ insanely male (not to mention ESPN+, which is even male-er) is the whole point. Once ESPN proper goes direct-to-consumer, Disney can sell families a $35 bundle that includes Monday Night Football.

 

[MisterPenguin]

MIRA MIRA MIRA MIRA

This is going to the linear channels, but it will get on D+ soon enough. Get ready for...

 

[CaptainAmerica]

This is going to the linear channels, but it will get on D+ soon enough. Get ready for...

 

[BisonLion]

I will save you time on the first one. Think Pocahontas in space.

Actually Dances With Wolves in Space with Aliens.

 

[jpeden]

It's gonna do $500 million in China.

Not if China continues with Zero-Covid.

 

[flynnibus]

This rumor has been on Yahoo Finance all
day. The premise is that Iger would cement his legacy by selling Disney to a larger corporation. I don’t see how that would cement his legacy, at least in a good way.

'the man who killed Disney as a company...' is no legacy anyone wants.

Disney isn't selling itself. Now... assets... sure.

 

[JD80]

I can see Iger selling off ESPN to Apple if they win the NFL streaming rights.