Slpy3270
Well-Known Member
Was worth a try....
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News Bob Iger is back! Chapek is out!!
- Thread starter Disney4family
- Start date
Sirwalterraleigh
Premium Member
Sorry…I hit the button too soon. I wasn’t nearly as dismissive as it played
Slpy3270
Well-Known Member
The thing kinda got political the moment Peltz compared the Disney board to "communist China".
I assume he is aware that China is a top market for Disney, is he?
Sirwalterraleigh
Premium Member
Perlmutter…
Let google be your guide
And China is NOT a top market for Disney and never will be for its portfolio.
NATO is…you just gotta look at the pattern.
Iger made a huge mistake worrying about China. And Peltz is shading that…whether he knows it or not
Tha Realest
Well-Known Member
Is it? They didn’t release Lightyear, Strange Worlds, or Black Panther Walanda there.
Slpy3270
Well-Known Member
Avatar 2 was released there and it could be the market (along with India) that helps it cross $2 billion.
Sirwalterraleigh
Premium Member
Disney had nothing to do with avatar 2 though…
I see people desperate to pump bob’s tires as their lord and dominatrix are very big on not acknowledging it at all.
I don’t want to hurt feelings though…Bob has lied to them and he took away their tiered fastpasses at mgm…it’s been a rough couple of years
Tha Realest
Well-Known Member
That was a 20th Century Fox holdover.
It’s just a bit incongruent that they’d continue to make major films that are DOA in China, ostensibly a major market for them. Unfortunately some of them don’t make much penetration in the US box office either.
Sirwalterraleigh
Premium Member
I mean…just do 5 seconds of research about timeframes, avatar, Jim cameron, Lightstorm and just a tad of Hollywood history.
Disney is a passenger for this one
Jrb1979
Well-Known Member
This whole thing is such a mess.
lightningtap347
Well-Known Member
I'm not sure you need to be an expert to see this, and I'm not sure of Disney's point here.
Slpy3270
Well-Known Member
They're using the unhinged CNBC interview against him to show how uninformed he is. The question is whether or not investors are better informed about how Disney operates than him, which, if the constant speculation by media analysts of a nonsensical ESPN/ABC spin-off are any indication, probably not.
How many people who speculate on that sale have even attempted to ballpark the price it would fetch? It would be at least $80B before a potential bidding war.
GhostHost1000
Premium Member
what a mess
...they got themselves into
...they got themselves into
Slpy3270
Well-Known Member
They expect Disney to take a loss on them. No way in hell they'll do that to two of their core businesses (yes, they ARE core businesses no matter what some people say).
Tha Realest
Well-Known Member
Yep. Set aside the mess that the creative disruption of D+ has caused.
When the one bullet point for the Parks in favor of keeping current management is returning value and flexibility to the guests…
Sirwalterraleigh
Premium Member
What’s funny is that this uninformed, kook raider who doesn’t know the parks is still 100% right about that parks comment…
He just butchered how he phrased it.
“If you continue to exploit the parks and overcharge while draining the customer pool to make up for mismanagement in other segments…you don’t have a future”
That is the way.
_caleb
Well-Known Member
The plan all along was to live off parks revenue during the pivot to streaming. Spend like there’s no tomorrow to build the base, capture market share, then in 2023, they reduce production costs, raise subscription prices, and circle back to consider the parks strategy.
Peltz doesn’t seem to understand this, but I’m sure you can!