News Bob Iger is back! Chapek is out!!

[MisterPenguin]

Well, I was talking more about a show’s performance over company performance. Like Stranger Things reached X amount of streams or something to be number one this week.

Basically, there’s no industry standard like Nielsen ratings right now for streaming exclusive shows was my point. If Netflix had established one with a third-party at some point, we might have one today.

Well, there's their self-reporting...

Netflix Top 10 - Global

Weekly Top 10 lists of the globally most-watched TV and films on Netflix.

top10.netflix.com

 

[MrPromey]

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.

And that is a self-inflicted wound, there. The studios are the ones who pushed to do that, much against the wishes of theater chains for this very reason.

 

[Vegas Disney Fan]

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 them something internally to be making revenue off all those rooms streaming it and that would be another line item to add to the costs for Parks, Resorts, and Experiences.

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.

It’s idiotic but I agree, resorts probably looked into it and D+ came back with a ridiculous number.

I’ve worked in casinos for 20+ years and nothing is free between departments, even if it would be beneficial to the company.

Something as simple as wanting to use a restaurant dining room (on a closed night) for an employee appreciation luncheon, all catered by banquets, is still gonna cost you. Your department might get a discount over rack rates but it’s definitely not going to be free.

 

[BobPar]

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.

Yes its an accounting game i get it but consider it “free” advertising for the D+ division and a “perk” P&R gives its guests win win for both departments. Problem solved

 

[Disney Maddux]

Really hoping he plans on finally doing something with the SGE space.

 

[MrPromey]

Yes its an accounting game i get it but consider it “free” advertising for the D+ division and a “perk” P&R gives its guests win win for both departments. Problem solved

Free? Nothing is free in business, even when it is.

I'm sure P&R would be thrilled to take that agreement.

I'm sure D+ would not be or else it would have already happened.

Instead, we get D+ day which does cost everyone money.

 

[BobPar]

Free? Nothing is free in business, even when it is.

I'm sure P&R would be thrilled to take that agreement.

I'm sure D+ would not be.

D+ better figure ways to generate more money other than simply raising prices so yea getting them into each room within the same company seems like a no brainer

 

[WondersOfLife]

Yup.

Now, I will say that Pandora @ DAK, at night, wow that's something special.

I hear about avatarland all the time. The movies? I hear "I've never seen it" and "I don't remember much about it" for that matter.

 

[nickys]

Ive seen nothing here in the UK and I work at the local Mall which usually had loads of digital posters for Disney/ Marvel films

Same here. I had to Google to find out the release date was today. Even my weekly email from Cineworld didn’t mention it, it was all about Avatar 2, apparently “the most anticipated movie of the decade”.

 

[Smiley/OCD]

The other danger here is it’s been 13 years. I think a lot are going to view this as a reboot rather than a sequel.

That’s what Disney seems to be good at…movies….CEO’s…

 

[MrPromey]

D+ better figure ways to generate more money other than simply raising prices so yea getting them into each room within the same company seems like a no brainer

A no brainer idea that generates no money.

With royalty deals, how do they account for those rooms when it comes to compensation agreements for their creative and tallent?

For talent who's payouts are likely tied to viewable hours, does the in-room viewing (that canobalizes paid subscriber viewing since probably more than half those families are already subscribers at home) count or no?

What do existing contracts have to say about it?

Do you know?

You going to be the one to figure all that out at non-billable hours for everyone?

As for how they're figuring out ways to generate money other than simply raising prices, they're doing that now - with an ad supported tier.

Sure, that's not something you (or I) like but it's how they're going to make more money without getting it from consumers.

I understand you have your opinion and I'm not going to change it but despite outward appearances, these are not stupid people making decisions about these things. I'm sure this has already been considered by someone internally and I can just about guarantee, there is a money reason for why this hasn't happened.

If it ever does happen, it's because someone agreed to spend to make it happen.

 

[BobPar]

A no brainer idea that generates no money.

With royalty deals, how do they account for those rooms when it comes to compensation agreements for their creative and tallent?

Does it magically not count or do they eat that?

You going to be the one to figure all that out at non-billable hours for everyone?

For talent who's payouts are likely tied to viewable hours, does the in-room viewing count or no?

As for how they're figuring out ways to generate money other than simply raising prices, they're doing that now - with an ad supported tier.

Sure, that's not something you like but it's how they're going to make more money without getting it from consumers.

I understand you have your opinion and I'm not going to change it but despite outward appearances, these are not stupid people making decisions about these things. I'm sure this hasn't already been considered by someone internally and I can just about guarantee, there is a money reason for why this hasn't happened.

If it ever does happen, it's because someone agreed to spend to make it happen.

Personally they can charge whatever they want. I dont sub to Disney + so doesnt matter to me… i dk how royalties work maybe you have a better understanding on that when it comes to this. To me it seems like a simple addition to allow D+ in each room free for your stay. Why that hasnt happened i have no clue and i would agree im sure money is the factor but again if its a simple Peter paying Paul game that falls under the same company ultimately its a missed opportunity imo.

 

[SirLink]

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

View attachment 680446

The enemy of my enemy is my friend vibes. Both Bobs are enemies and systematically made TWDC nakedly greedy in many aspects.

 

[MrPromey]

Personally they can charge whatever they want. I dont sub to Disney + so doesnt matter to me… i dk how royalties work maybe you have a better understanding on that when it comes to this. To me it seems like a simple addition to allow D+ in each room free for your stay. Why that hasnt happened i have no clue and i would agree im sure money is the factor but again if its a simple Peter paying Paul game that falls under the same company ultimately its a missed opportunity imo.

In principle, I agree with everything you're saying.

But when divisions, departments and individuals have to constantly justify their budget and existence in any largish company, it creates its own weird internal economy.

There is a story about how Dave Foley was approached to do the voice work for Flik in California Adventure and was offered insultingly low pay for it so he tried to make them a deal that would cost the company very little while being of immense personal value to his kids but would have been considered an expense to P&R and they said no.

It wasn't until Lasiter heard the imitation voice actor in the park, questioned why it obviously wasn't Foley and then insisted they give him what he asked for to fix it, that they caved.

In telling the story, Foley makes it sound simple and if you had no idea how much Disney normally charges for what he was asking for, it would seem simple but on their books, it clearly wasn't.

EDIT:

Found the two hour interview and the place in it where he tells the story if you're interested. Really, this is just an example to illustrate what it's like in a company of this size. In the conversation, Kevin Pollak seems to have a sense of how the company would view that ask while Dave doesn't:

 

[CaptainAmerica]

The employees were indeed fired and replaced by cheaper outsourced immigrant labor, and the former employees helped train their replacements before leaving.

Nope.

 

[Mr. Kligon]

Well it's already over priced there Bob. Packed this year or not. Some will go back some won't because the the price. Same with Disney+ mostly content they've been making money on the 50 years except the hit and miss series. Disney+ was great at first but when you only go back every now and then you don't get your monies worth. Corporation is there to make money especially when the economy is complete dog s*&t. But hey the executives are living life right now. That's all that matters

 

[lazyboy97o]

Without internal knowledge we’ll never know, it’s possible Iger and Chapek were planning this all along, it’s equally possible Iger had been vetoing Chapeks desired park changes for 5 years and the second he gained control he enacted them solely by himself.

Off the top of my head… loss of magical express, FP to G+, and reservations… those are the big 3 evils and there’s no indication Iger had any involvement in any of them.

A public announcement isn’t evidence that Iger had any knowledge or involvement?

 

[JD80]

Well it's already over priced there Bob. Packed this year or not. Some will go back some won't because the the price. Same with Disney+ mostly content they've been making money on the 50 years except the hit and miss series. Disney+ was great at first but when you only go back every now and then you don't get your monies worth. Corporation is there to make money especially when the economy is complete dog s*&t. But hey the executives are living life right now. That's all that matters

My family gets extreme value from D+. We're currently unsubscribing from a lot of streaming services but D+ was a must have for our family.

 

[TP2000]

The market is now closed in New York, going in to the holiday weekend.

Here's what this shocking news did to the stock price. It's that little blip up at the end.

Disney stock is still down 35% from a year ago. The Dow Jones is only down 4% in that same period. Burbank has a lot of work to do. I wonder how many executive's Christmas vacations were cancelled this week?

 

[MrPromey]

It’s idiotic but I agree, resorts probably looked into it and D+ came back with a ridiculous number.

I’ve worked in casinos for 20+ years and nothing is free between departments, even if it would be beneficial to the company.

Something as simple as wanting to use a restaurant dining room (on a closed night) for an employee appreciation luncheon, all catered by banquets, is still gonna cost you. Your department might get a discount over rack rates but it’s definitely not going to be free.

And the dark humor in that example is that's how an event like this can end up happening off-site if they can get a better price and everybody loses since a check gets cut to a competitor to use their space while the one at your location sits there with the lights off.