News Bob Iger is back! Chapek is out!!

Sirwalterraleigh

Premium Member
"...the design of a new structure that puts more decision-making back in the hands of our creative teams and rationalizes costs."

Those two goals strike me as mutually exclusive.
I was thinking “diametrically opposed”
Literally the opposite of that.

Chapek was trying to streamline. Iger is un-streamlining. To save costs. Somehow. Because reasons.
…I got some beans to sell you until new old Bob proves he’s not gonna operate like old Bob
How do McKinsey, Bain, BCG, PWC, Sapient, Accenture, Deloitte, Perficient, and their ilk continue to exist? They literally do the exact same thing everywhere they go in spite of "conducting extensive interviews with leadership", leaving behind a deformed husk for their client-partner to clean up.
Because they operate to suck the maximum amount of Pennies out of every body part…and leave carcass behind.

And the street loves that.
 

Sirwalterraleigh

Premium Member
They didn't charge extra for a lot of releases on Disney+ because they prioritized subscriber growth over revenue. They always knew they would need to convert subscribers into more revenue at a later time, and that later time is now.

If there is a market for releasing content on Disney+ Premiere Access at $30, $40 or $50 dollars and make an equal amount to a theatrical release, they will do it.
Too early to be this high, man😎
 

flynnibus

Premium Member
What films had shortened cycles before the pandemic?
Lol.. you're denying this trend was happening?

"On average, movies tend to be released to the home around the same time that they leave the theaters (2012- 2017). However, if we look at the year-over-year trend, movies are, on average, released to home and removed from theaters more quickly. In 2012, the average theatrical run was 102 days and the home release window was 112 days. In 2017, the average theatrical run was 94 days and the home release window was 85 days."

It was such a topic that the Theatre owners commissioned the above study to try to warn off the trend... BEFORE the pandemic.

Then there is the front-loading that was being done with studio takes that also incentivizes the shorter runs. It's why people care less about the week to week dropoff anymore because films are expected to be the big bang in the first 1-3 weeks and after that is scraps or bonus points. 'word of mouth' doesn't build over weeks/months anymore.. films are in and out of theatres quick, and on streaming platforms even quicker than ever.

(from 2001!!) - https://www.latimes.com/archives/la-xpm-2001-aug-12-mn-33359-story.html

And more recent pieces..

"“I think it’s pretty obvious every studio in town will shorten their own theatrical game depending on budget, genre and expectations,” Bock said. “Remember, most blockbuster films make the majority of their box office cash over the first two weekends. After that 10-day window studios will have to decide if the splits with the theaters are worth holding off their launch into the streaming/PVOD sectors.”"


Come on.. don't be so obtuse. The theatrical run and the desire for DTC have been at odds completely independent of the pandemic. It just created a huge pot hole when theatres were dark completely. The issue predates the pandemic and its harder and harder for theatres to regain ground with the studios after after the pandemic concessions.
 

CaptainAmerica

Premium Member
Lol.. you're denying this trend was happening?

"On average, movies tend to be released to the home around the same time that they leave the theaters (2012- 2017). However, if we look at the year-over-year trend, movies are, on average, released to home and removed from theaters more quickly. In 2012, the average theatrical run was 102 days and the home release window was 112 days. In 2017, the average theatrical run was 94 days and the home release window was 85 days."

It was such a topic that the Theatre owners commissioned the above study to try to warn off the trend... BEFORE the pandemic.

Then there is the front-loading that was being done with studio takes that also incentivizes the shorter runs. It's why people care less about the week to week dropoff anymore because films are expected to be the big bang in the first 1-3 weeks and after that is scraps or bonus points. 'word of mouth' doesn't build over weeks/months anymore.. films are in and out of theatres quick, and on streaming platforms even quicker than ever.

(from 2001!!) - https://www.latimes.com/archives/la-xpm-2001-aug-12-mn-33359-story.html

And more recent pieces..

"“I think it’s pretty obvious every studio in town will shorten their own theatrical game depending on budget, genre and expectations,” Bock said. “Remember, most blockbuster films make the majority of their box office cash over the first two weekends. After that 10-day window studios will have to decide if the splits with the theaters are worth holding off their launch into the streaming/PVOD sectors.”"


Come on.. don't be so obtuse. The theatrical run and the desire for DTC have been at odds completely independent of the pandemic. It just created a huge pot hole when theatres were dark completely. The issue predates the pandemic and its harder and harder for theatres to regain ground with the studios after after the pandemic concessions.
A decline from 112 days to 85 days is not what anybody is talking about here. Nobody was going to see Iron Man 3 on day 89. AMC cares, and basically no one else. Consumer expectations didn't change until the window collapsed to 30 days, or even zero days due to the pandemic.

EDIT: I checked my flippant retort just for fun. Box Office Mojo doesn't even go out to day 89, but on day 70 Iron Man 3 made $46,000.
 

SirLink

Well-Known Member
They didn't charge extra for a lot of releases on Disney+ because they prioritized subscriber growth over revenue. They always knew they would need to convert subscribers into more revenue at a later time, and that later time is now.

If there is a market for releasing content on Disney+ Premiere Access at $30, $40 or $50 dollars and make an equal amount to a theatrical release, they will do it.

You do realise the amount of pirated content from Disney+ around the premier access and more 'high profile' series like Mandalorian.

Also Disney groups all Disney+ subs together - so a lot of the subs that are coming from Hotstar+ where its works out to a couple of $'s compared and decreases the average global sub price - its about increasing those prices whilst merging content. There is no world where operating three separate streaming services is justified, either you merge the whole of Hulu & ESPN+ and rebrand to Star+ or you merge content from Hulu with Disney+ and Merge live tv aspect of Hulu and ESPN+ and rebrand to StarLive.
 

flynnibus

Premium Member
A decline from 112 days to 85 days is not what anybody is talking about here. Nobody was going to see Iron Man 3 on day 89. AMC cares, and basically no one else. Consumer expectations didn't change until the window collapsed to 30 days, or even zero days due to the pandemic.

No, you make claims like "Movies shifted from theaters to Disney+ because of the pandemic, that's it."

When it's a documented trend that has been happening for decades, including major shifts for DTC releases quicker all before the pandemic. No one is ignoring the pandemic shifted things radically forward (for obvious reasons) - but claims like yours above are flat out wrong. The shortening and manipulation of the theatre split for releases is a decade+ long conversation. Before the pandemic it was DVD... the fundamental issue is the same. What's the balance point to leverage Theatrical before shifting to DTC.
 

CaptainAmerica

Premium Member
You do realise the amount of pirated content from Disney+ around the premier access and more 'high profile' series like Mandalorian.
Wait I was told that theaters were dying because people have 4K home theaters with surround sound. Now they're dying because incels who can't afford $7 a month have crappy cam copies on their laptop screens?

Also Disney groups all Disney+ subs together - so a lot of the subs that are coming from Hotstar+ where its works out to a couple of $'s compared and decreases the average global sub price - its about increasing those prices whilst merging content. There is no world where operating three separate streaming services is justified, either you merge the whole of Hulu & ESPN+ and rebrand to Star+ or you merge content from Hulu with Disney+ and Merge live tv aspect of Hulu and ESPN+ and rebrand to StarLive.
You're kind of contradicting yourself. Domestically, a Disney Bundle sub counts as 3 subs, specifically because they count once for D+, once for Hulu, and once for E+. That alone is justification to keep things separated.
 

CaptainAmerica

Premium Member
No, you make claims like "Movies shifted from theaters to Disney+ because of the pandemic, that's it."

When it's a documented trend that has been happening for decades, including major shifts for DTC releases quicker all before the pandemic.
I guess we just define "major shifts" differently. What you're talking about pre-pandemic is nibbling around the edges that I don't consider major for anyone other than the exhibitors.

No one is ignoring the pandemic shifted things radically forward (for obvious reasons) - but claims like yours above are flat out wrong. The shortening and manipulation of the theatre split for releases is a decade+ long conversation. Before the pandemic it was DVD... the fundamental issue is the same. What's the balance point to leverage Theatrical before shifting to DTC.
"Shift forward" implies that where we are was inevitable and that we just got here faster than we would have otherwise. I don't think it was a shift forward, I think it was a pendulum that's about to swing hard back the way it came from. The window hasn't been permanently shortened, it's been temporarily shortened, and Disney is about to start stretching it out again.
 

flynnibus

Premium Member
I don't think it was a shift forward, I think it was a pendulum that's about to swing hard back the way it came from. The window hasn't been permanently shortened, it's been temporarily shortened, and Disney is about to start stretching it out again.
We aren't going back to 3 month movie releases... and there is little meat on the bone for the studios to keep stripping off the theatre chain's cut of the action. So what inevitable force will people cave to?

Hrmm... we can give theaters more time where we split the money with other people...
OR
we can sell the movie DTC with a platform that makes purchasing a spontaneous decision with just a remote control, we split with no one, and we get all the benefits like being able to sell the ads ourselves, metrics, drive subscriber growth, etc.

The fundamentals haven't changed. More and more of the population feel less of a need for the movie theatre. They are getting squeezed by the studios and getting forgotten by the customers. Boombox seating, recliners, 3D, none of them have changed the course... just slowed the slide. The past is done... everyone is trying to figure out what their future roles will be to maximize the studio's take.
 

CaptainAmerica

Premium Member
It's not an either/or, it's a both/and.

If the window is 30 days and then goes to SVOD, people are going to skip the theater, skip paying for the movie a la carte, and just wait for the D+ release.

If the window is 90 days theatrical exclusive, then maybe 30 days PVOD, then it goes to SVOD, you're going to sell a movie ticket (maybe more than one), a PVOD rental, and a DTC sub all to the same guy.
 

flynnibus

Premium Member
It's not an either/or, it's a both/and.

If the window is 30 days and then goes to SVOD, people are going to skip the theater, skip paying for the movie a la carte, and just wait for the D+ release.

If the window is 90 days theatrical exclusive, then maybe 30 days PVOD, then it goes to SVOD, you're going to sell a movie ticket (maybe more than one), a PVOD rental, and a DTC sub all to the same guy.
Dude.. I already said this

"Before the pandemic it was DVD... the fundamental issue is the same. What's the balance point to leverage Theatrical before shifting to DTC."

This is the balance they are struggling to find.
 

SirLink

Well-Known Member
Wait I was told that theaters were dying because people have 4K home theaters with surround sound. Now they're dying because incels who can't afford $7 a month have crappy cam copies on their laptop screens?


You're kind of contradicting yourself. Domestically, a Disney Bundle sub counts as 3 subs, specifically because they count once for D+, once for Hulu, and once for E+. That alone is justification to keep things separated.
I'm not Disney will want to streamline operational & marketing costs, to increase revenue. Internationally there also has been minimal churn, as opposed to the US. It also makes no sense if they are targeting an ESPN customer who only wants that why not get them on the hook instead of $4.99 per month to $10.99 per month, and force them to subscribe to a Star+/StarLive. Then after the rebrand sell the Hulu name to Universal.
 

_caleb

Well-Known Member
From Mr. Iger himself...

from Dec 27, 2021

I love at the end when he says, "that won't be my decision to make"

Watching the whole clip, it seems he's actually making a finer point. Nobody is saying "nobody enjoys going to the movies" or "movie theaters won't continue to exist," but rather, "what should Disney's focus be in the business?"
 

Register on WDWMAGIC. This sidebar will go away, and you'll see fewer ads.

Back
Top Bottom