News Bob Iger is back! Chapek is out!!

Lil Copter Cap

Lil Copter Cap

Well-Known Member
matt9112 said:
It’s more the valuation to me. Every company spends money on things that don’t generate revenue instantly. Apple with R&D for example or a more precise example would be biotech. Years and years without a single penny draining investor capital while they navigate the web of government regulation and trials.

The issue is disney WANTS to be valued at a multiple like apple or any other big tech. When in reality they should be valued just like Comcast (multiplier ratio not dollar value)
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This is tangentially related, so forgive me if it comes off as someone speaking from left field.

Disney Parks have been known to design loss leaders, at least initially. As one example, not every merchandise store location likely turns a profit for the parks, but they add to the environment, provide covering, shade, A/C, and overall ambiance to a land. This is why, in my opinion, Toy Story Land didn't open with a full-on merchandise location, just stands and kiosks. And now they've spent extra money on renovating a space for a gift shop post-Toy Story Mania and green umbrellas to provide covering. Heck, even merchandise stores for Epic Universe have been cut down from their original plans because of this idea alone.

These loss leaders are important, but Chapek (and execs, in general) want EVERYTHING to turn a profit—thus the IP mandate for Disney creations. It's a safer bet to make money. (I would argue it is not safer, but what do I know...)

Disney Parks, and theme parks generally speaking, NEED loss leaders.
 
AEfx

AEfx

Well-Known Member
CaptainAmerica said:
Wait, why don't we like the Lucasfilm Story Group? I thought the Lucasfilm Story Group was just Pablo Hidalgo and Leland Chee slapping novelists on the wrist when they try to do something that goes against established canon.
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When everything went down (and I was one of the ones staunchly defending the purchase and thought that Disney was the perfect place for Star Wars to end up for a whole bunch of reasons) we were told that the "Story Group" would oversee continuity and the overall storylines for everything - so every bit of media, tie-in, video game, etc. would flow from one source and would be planned out.

Turns out, they did that with everything BUT the most important part - the theatrical films/sequel trilogy. There was absolutely no plan for the trilogy itself. Presumably, they did this so they could bring in hot-to-trot directors who otherwise would have not wanted to do them without the creative control they ended up being afforded. And we all know how that went down - like them or not, we know for a fact now that each film was basically from scratch, there was no story arc, and we ended up with the disjointed films we ended up with.
 
Disstevefan1

Disstevefan1

Well-Known Member
FigmentFan82 said:
Isn't Bobby I. supposed to be releasing some info today?

Speculation?

DME is back
Imagination redo is in full swing
All ticket prices are now 50% cheaper in perpetuity
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Here's mine -
Theme parks and resorts - PPR's not needed if you purchase a dated ticket. APs will need them. And New APs will go on sale at the previously announced price increases. Prices for everything in the parks will increase at the normal intervals. DME not returning. DVC properties will continue to be built and added, possibly making the Star cruiser a DVC.

Content for Big screen and D+ - TWDC will continue to create content with a focus on increasing TWDC's ESG score as a part of their storytelling.
 
Jrb1979

Jrb1979

Well-Known Member
Disstevefan1 said:
Here's mine -
Theme parks and resorts - PPR's not needed if you purchase a dated ticket. APs will need them. And New APs will go on sale at the previously announced price increases. Prices for everything in the parks will increase at the normal intervals. DME not returning. DVC properties will continue to be built and added, possibly making the Star cruiser a DVC.

Content for Big screen and D+ - TWDC will continue to create content with a focus on increasing TWDC's ESG score as a part of their storytelling.
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IMO a dated ticket is still a PPR just in less steps. Personally I don't think much will change in how they sell APs. It's going to be capped
 
CaptinEO

CaptinEO

Well-Known Member
MerlinTheGoat said:
Yup. Which should serve as further evidence that Bob Iger isn't any kind of savior for the parks and never has been, quite the opposite. I don't even like Eisner, but his appointment of Ouimet was at the very least an admission of mistake and a meaningful effort to correct course. Something Iger has never done, and i'm confident will never do. Nothing would make me happier than to be wrong about Iger here. But there's just no reason to think so.
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Iger is both the savior and destructor of California Adventure. But he has lots of bad things under his belt as well.
 
drod1985

drod1985

Well-Known Member
MerlinTheGoat said:
Ep8 made significantly less money than Ep7. $1.3 billion worldwide compared to $2 billion of the previous one. Which might still seem like a lot of money to the general public, but the executives and investors were quite disappointed. Solo of course also contributed to the problem even prior. And then Ep9 further underperformed Ep8.
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FigmentFan82 said:
Historically, most movies in a series see diminishing returns in B.O. There are definitely exceptions to this, but it's mostly what happens.
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The Star Wars series followed a different trend in the Original and Prequel Trilogies.

The OT and PT had a ~31% drop in box office from the first film to the second film. Then the PT and OT had a 34% and 21% increase respectively from their second films to their third films. Meanwhile the ST had a 35% drop from first to second film and then another 19% drop for the third film. What was marketed as the culmination of the Star Wars saga should've seen an increase in Box Office over the last installment.
​
​
Original Trilogy​
% Change in WW BO​
​
Prequel Trilogy​
% Change in WW BO​
​
Sequel Trilogy​
% Change in WW BO​
Episode 4​
$307,263,857​
​
Episode 1​
$924,305,084​
​
Episode 7​
$2,068,223,624​
​
Episode 5​
$209,398,025​
-31.85%​
Episode 2​
$645,256,452​
-30.19%​
Episode 8​
$1,332,539,889​
-35.57%​
Episode 6​
$252,583,617​
20.62%​
Episode 3​
$868,352,530​
34.57%​
Episode 9​
$1,074,144,248​
-19.39%​
 
F

fgmnt

Well-Known Member
CaptainAmerica said:
There's a town hall meeting for all employees at noon ET. Odds that anything newsworthy is announced are about 1,000-to-1.
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The only thing that will be noteworthy is the meta analysis of it. Will it be made clear he still has the sauce to convince the company everything has been and will be fine? Will there be an appropriate air of panic? Will there be something else?
 
F

fgmnt

Well-Known Member
Jrb1979 said:
IMO a dated ticket is still a PPR just in less steps. Personally I don't think much will change in how they sell APs. It's going to be capped
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Bob the Elder was always a lot better at selling a turd to their customers by telling them it wasn't a turd. Bob the Lesser proudly told customers he was selling them turds and that he was right to do so. It's still selling turds but more people finally started to smell them over the last year.
 
B

BobPar

Active Member
fgmnt said:
Bob the Elder was always a lot better at selling a turd to their customers by telling them it wasn't a turd. Bob the Lesser proudly told customers he was selling them turds and that he was right to do so. It's still selling turds but more people finally started to smell them over the last year.
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So brings up an interesting question…. As a customer (not a business pov) would you rather be lied to and be made a fool of or be told the truth about what a company is doing and who they prefer and not prefer?
 

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