News Bob Iger is back! Chapek is out!!

kingdead

Well-Known Member
Does Chapek have any friends in this world? Sad!
Definitely. I think sometimes things may underperform but it doesn't mean it's some disaster. But it can show brand fatigue or maybe other underlying issues.

I personally am and have friends, family, and coworkers that are all Star Wars fans and only one has checked out Andor.

The people I talked with said they just need a break from Star Wars but will probably see it one day in the future.
Andor may be a great show in and of itself (haven't watched it) but I think it has the problem of being adult... for Star Wars. So if you're an older Star Wars fan, you might be attracted to the intrigue and grittier side, but younger fans can't watch and adults who aren't Star Wars fans aren't going to cross over. Especially as stuff like "House of the Dragon" can depict things that Andor can only sniff at. (OK, not everyone is up for flame broiled execution and incest but you know, the stuff Mr. Chapek said adults wanted to watch after the kiddies went to bed.)
 

bhg469

Well-Known Member
Is this person for real? Are we taking about the same Iger? Was the other on Bobb with and extra 'b'?

Screenshot_20221123-143755.png
 

MerlinTheGoat

Well-Known Member
That story was misreported from the beginning.
The small group who filed a lawsuit about it were taken for a ride by scummy politicians who knew they had no case, and what Disney did was actually legal. But there's nothing i'm aware of that indicates the initial story was misreported. The employees were indeed fired and replaced by cheaper outsourced immigrant labor, and the former employees helped train their replacements before leaving.
 

Chip Chipperson

Well-Known Member
Give me a break. This article was clearly written by Schmob Schmiger.

I'm well aware that this could be spin, which is why I capitalized the "IF" at the beginning of my statement. We have previously heard reports that Chapek was upset about Iger undermining him early in his tenure, so it's a plausible story but that doesn't necessarily mean that the story presented is true. It's possible that Chapek was angry about being undermined in a different way or its possible that the story is true. We'll likely never know for sure unless Chapek is dumb enough to confirm it himself.
 

MerlinTheGoat

Well-Known Member
I'm well aware that this could be spin, which is why I capitalized the "IF" at the beginning of my statement. We have previously heard reports that Chapek was upset about Iger undermining him early in his tenure, so it's a plausible story but that doesn't necessarily mean that the story presented is true. It's possible that Chapek was angry about being undermined in a different way or its possible that the story is true. We'll likely never know for sure unless Chapek is dumb enough to confirm it himself.
I have zero doubts in my mind that Chapek felt threatened by Bob Iger and was still treated as second fiddle during that transitional phase. The clash of egos in such a scenario is inevitable. The part that is complete and utter BS is the idea that Iger's attempts to undermine Chapek were based on empathy and respect for the employees or customers.

The idea that Iger would be against endless price hikes at the parks is especially absurd. This is some transparently laughable propaganda.
 

el_super

Well-Known Member
Subscriber numbers tell you almost nothing at all.

Yeah but eyeballs watching really only makes sense at the ad-supported level. It's way harder to gauge if someone bought into Disney+ to watch MIGHTY DUCKS GAME CHANGERS but end up watching Andor because it was just there and they already paid.

The problem to be solved is determining what amount of costs can be reduced and what programming is actually generating new subscribers/preventing cancellations. Does it make sense to keep the high production values for fewer programs or reduce production costs across all programs? Is the current slate of programming popular enough to justify price increases?

Are we saying that the minutes watched for Andor being poor, means that show isn't providing value for the cost? Should it be cancelled? Or are we still in a mode where the sum is greater than the parts and Disney needs MORE content at a reduced price?

Ad supported makes sense when you can sell ads based on minutes watched or how many subscribers watched a particular program. Determining how to evaluate the subscription model is way harder.
 

Cliff

Well-Known Member
Wow. The Bob Iger was/is the greatest thing to ever happen to TWDC PR machine is in full overdrive with this piece. 😳
I suspect that Iger will enjoy a good 6 month honeymoon. Disney stock might even see a bump up. After that honeymoon?...the wolves will atrack and they will call for his head by this time next year. Disney's problems will not go away that easily and...look....after all, this man was pushed out last time for a reason. Honestly, Iger was part of the reason why Disney is in the mess they are in today.
 

Disney Analyst

Well-Known Member
This is true. For me personally, lock down killed cinema. I can't think of anything coming up that I wouldn't rather wait for streaming. Not sure the percentage of those that feel the same, but I'm not the only one.

I am in the same boat. I am MUCH pickier about what I am willing to go into a cinema to see. The general public sucks to watch movies with.
 

Smugpugmug

Well-Known Member
This is true. For me personally, lock down killed cinema. I can't think of anything coming up that I wouldn't rather wait for streaming. Not sure the percentage of those that feel the same, but I'm not the only one.

I am in the same boat. I am MUCH pickier about what I am willing to go into a cinema to see. The general public sucks to watch movies with.
I agree with both of you. I haven't gone to the movies in about 3 years. There really hasn't been anything that I'm willing to pay $15 to see. I love being able to watch movies from my own home without other people ruining my experience (talking, using their phone, etc.)
 

DCLcruiser

Well-Known Member
I hate to say it, but I'd rather Michael Bay continue making Transformers than Disney.
(Huge Transformers 80/90s kid fan here. Still upset that my toys were given away)

Did you see Bumblebee? The first 5 minutes of that movie was more authentic than all of the MB Transformers franchise.

While I can't complain about any Transformers movies, because I just want more content, I would love to see what Feige could do with it. Power Rangers is another franchise (I was a big fan as a kid in the 90s), that would flourish like the MCU with that caliber of movie vs what we have received over the years.
 

Vegas Disney Fan

Well-Known Member
This is true. For me personally, lock down killed cinema. I can't think of anything coming up that I wouldn't rather wait for streaming. Not sure the percentage of those that feel the same, but I'm not the only one.

Me too, however if they went back to 6 months (like they did with DVD/Blu-ray) there’s a few movies I’d go to the theater to see.

The theater exclusivity window is currently so short there’s no reason not to wait to stream it though.
 

MrPromey

Well-Known Member
Honestly seems like a no brainer. You’d think with how obsessed this company is about “synergy” it would be a given by this point.

It's probably more complicated internally than it seems to us. Resorts and D+ are different divisions.

It looks like it would be free because they are both owned by Disney but D+ would probably not be free to Parks, Resorts, and Experiences.

D+ would want to charge internally to be making revenue off all those rooms streaming it and that would be another line item to add to the costs for P&R. Especially as a division loosing butt-loads of money, they wouldn't be willing to write that off as some sort of "advertising" so P&R could provide it as a benefit/perk to room guests.

Would it be a lot per room? Probably not but remember, they're looking to cut costs at P&R right now - not add to them.

If you own the company, this might not matter to you but if you're the head of a division and trying to keep your job or make a bonus, it can matter a whole lot.
 
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