News Bob Iger is back! Chapek is out!!

F

fgmnt

Well-Known Member
jaxonp said:
and? Apple missed the AI boat... Nobody uses Siri and it's because they were so late to the game with HomePod . That and they overpriced it while Amazon was giving echo devices away. The battle of the future is going to be won by AI... again.. Apple is WAY BEHIND
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None of those things are related to the financial capacity the company has to acquire The Walt Disney Company.
 
mightynine

mightynine

Well-Known Member
jaxonp said:
Apple is lagging behind in many ways. Amazon has taken the lead by being the most affordable and accessible of the trio.
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Amazon reportedly is on pace this year to lose $10 billion on Alexa as they've been unable to monetize all those smart devices they've basically given away. It's possible those devices - and other Amazon tech? - may not have much of a future.

https://arstechnica.com/gadgets/202...failure-on-pace-to-lose-10-billion-this-year/

The report says that while Alexa's Echo line is among the "best-selling items on Amazon, most of the devices sold at cost." One internal document described the business model by saying, "We want to make money when people use our devices, not when they buy our devices."

That plan never really materialized, though. It's not like Alexa plays ad breaks after you use it, so the hope was that people would buy things on Amazon via their voice. Not many people want to trust an AI with spending their money or buying an item without seeing a picture or reading reviews. The report says that by year four of the Alexa experiment, "Alexa was getting a billion interactions a week, but most of those conversations were trivial commands to play music or ask about the weather." Those questions aren't monetizable.
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itsy bitsy spider

itsy bitsy spider

Well-Known Member
I never seen such a celebration for someone being fired. But he definitely deserved it. I don't understand why him and the company had to get into politics. The state is called Florida not Disney, leave the politics to the people that are experts at it.
 
itsy bitsy spider

itsy bitsy spider

Well-Known Member
Iger overspent for Fox already, I'm not sure if they would let him spend more. It's probably for the best though they've seemed to make everything they've bought much worse. I wish they would be true to the original movies, books and comics. Then everything would be much better overall.

I read a funny joke recently, which is slightly off topic.

How do you make a million dollar franchise? Give Kathleen Kennedy a billion dollar franchise.
 
Ayla

Ayla

Well-Known Member
Mark Dunne said:
Well said, I've been saying that tesla should be more involved, but Mr musk may be a big issue for Disney and hard to work with, but i think magical express will return in some form, and Tron will be given an end of this year deadline to finish, also MP will go ahead in Epcot, and Play pavilion will be back on track, speculate to accumulate . wait and see
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"Erratic diva" is not someone Disney wants to work with willingly.
 
el_super

el_super

Well-Known Member
kingdead said:
Oh, no, we're not subverting expectations. Nobody is going to want Chapek back. I'm wondering if Chapek himself thought he had a real chance at it at this point.
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I don't think people will want Chapek back, but there is real potential for heartache when they realize that changing leadership doesn't automatically equate to changes in the park. Disney fans have a strange tendency to believe that all bad decisions are made by villains and all good decisions are made by heroes and that all it should take to get REAL CHANGE is a hero to come in and save the day. I have no idea why that would be such a prevalent theme with Disney fans.
 
CaptainAmerica

CaptainAmerica

Premium Member
DCLcruiser said:
No, but it helped to retain customers. There's not a ton of content (certainly, not when those came out). Look at Netflix, one of their biggest issues is people canceling a sub after they watch whatever series made them join. New direct to consumer movies are necessary to keep interest in paying for it.
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I don't think that's true of Disney+ (or Peacock, ironically).

Netflix - Draw people in with Stranger Things and whatever binge drama or true crime documentary goes viral, but nothing to keep them around.

HBO - Draw people in with Game of Thrones, but nothing to keep them around.

Amazon - Draw people in with free 2-Day shipping, keep them around with free 2-Day shipping, doesn't matter what anyone watches.

Hulu - Attempt to be consistently good with FX content (The Bear, Reservation Dogs, Under the Banner of Heaven, Dopesick), but no major draw outside of The Handmaid's Tale, which has a super niche audience

Paramount+ - Pray that Taylor Sheridan can keep cranking out bangers

Peacock - Nothing to draw people in, but if they get some hits people will stick around to watch The Office and Parks & Rec for the thousandth time

Disney+ - Come for Mando, stay for the Library

Disney+ and Peacock don't need to spend on "sustainment" content, because they already have it. They need to spend on must-see blockbuster content that continues to bring people into the service. Once they're in, they're in. Churn should be much lower than most of these other services.
 
MerlinTheGoat

MerlinTheGoat

Well-Known Member
kingdead said:
Oh, no, we're not subverting expectations. Nobody is going to want Chapek back. I'm wondering if Chapek himself thought he had a real chance at it at this point.
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If things get even worse at the parks (and I'm guessing they will, genie+ prices just skyrocketed today), I'm sure even an idiot like Chapek will have his defenders. I can see comments like "but he didn't even get a chance and was dealt a bad hand" or "Iger is too woke, at least Chapek tried to be neutral". The latter of which is what WDW Pro tried to claim initially.
 
SteamboatJoe

SteamboatJoe

Well-Known Member
CaptainAmerica said:
I don't think that's true of Disney+ (or Peacock, ironically).

Netflix - Draw people in with Stranger Things and whatever binge drama or true crime documentary goes viral, but nothing to keep them around.

HBO - Draw people in with Game of Thrones, but nothing to keep them around.

Amazon - Draw people in with free 2-Day shipping, keep them around with free 2-Day shipping, doesn't matter what anyone watches.

Hulu - Attempt to be consistently good with FX content (The Bear, Reservation Dogs, Under the Banner of Heaven, Dopesick), but no major draw outside of The Handmaid's Tale, which has a super niche audience

Paramount+ - Pray that Taylor Sheridan can keep cranking out bangers

Peacock - Nothing to draw people in, but if they get some hits people will stick around to watch The Office and Parks & Rec for the thousandth time

Disney+ - Come for Mando, stay for the Library

Disney+ and Peacock don't need to spend on "sustainment" content, because they already have it. They need to spend on must-see blockbuster content that continues to bring people into the service. Once they're in, they're in. Churn should be much lower than most of these other services.
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Paramount/CBS should have a pretty decent library to pull from. Not quite Universal/NBC or Disney/ABC/FOX but stronger than some of those others that don't own a legacy studio or television network.
 
Bairstow

Bairstow

Well-Known Member
Is it even necessary for Disney+ to ever turn a profit?
The service is basically a 24/7 stream of advertisements for Disney's merchandise, media, parks, and other products.

All of Disney's income streams are dependent on broadcast/streaming media to create public knowledge about them.


Disney-store-at-Target-10042019_ABV.jpg
 

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