News Bob Iger is back! Chapek is out!!

[Sirwalterraleigh]

Personally legacy wise selling DIS to AAPL does nothing but in terms of legacy perception right now is DIS is in trouble between P&R being in the state their in, D+ losing 1.5 billion & all the other political mess they got their hands dirty with Iger comes in basically fixes to stabilizes the mess he started he is hailed a “hero” which would be comical but if he brings back some goodwill for starters he will have all the pixie dusters on board immediately then he can tackle Wall St and by entertaining offers especially from AAPL it could be the mega merger noone ever fathomed was possible…

I don’t disagree with the “perception” angle…but Disney really isn’t in trouble at all.

The fox buy was a bonehead move…but other than that they have really not had a lot of trouble in any other corner.

But that does make you wonder why the “trouble” narrative is getting so much play? There is an agenda by someone there.

 

[BobPar]

Children are always over exaggerated when it comes to driving purchasing power. That was true in the 20th century…but kids don’t want physical “stuff” to the level that they did. Toys are dead.

They want digital media and connectivity in easily digestible forms. Which is the premise of the D+ push. The problem is there is way too much competition in that space.

From what I’ve observed, kids don’t really rely on major Hollywood studios to get their snippets of diversions. That was the miscalculation by Iger and co. It’s not that they aren’t loyal to the Disney brand…they just don’t really need a brand.

All this is unfolding. I have always thought/stated that a world where everyone is on D+ daily was a silly premise…and that’s what he sold. And it got chapek fired this week.

I would agree there. My daughter is barely if ever on D+. When i see her etc. she is watching youtube and all these people ive never heard of post videos. Granted she is but one but literally everyone in her class is in the same boat. She still enjoys her Disney Jr over D+

 

[BobPar]

I don’t disagree with the “perception” angle…but Disney really isn’t in trouble at all.

The fox buy was a bonehead move…but other than that they have really not had a lot of trouble in any other corner.

But that does make you wonder why the “trouble” narrative is getting so much play? There is an agenda by someone there.

Trouble? No i dont they are in but imo tgey have been a disappointment as ive stated here before.
We truly dk the actual numbers behind the scenes of what they are seeing and what the future holds for them. Wait times are meaningless imo especially in the shapes the parks are in. But i do agree there is some force out there preaching this angle

 

[epcotWSC]

I would agree there. My daughter is barely if ever on D+. When i see her etc. she is watching youtube and all these people ive never heard of post videos. Granted she is but one but literally everyone in her class is in the same boat. She still enjoys her Disney Jr over D+

Same here. D+ comes on for Mickey and a random other show here and there. Otherwise, we're always bouncing around with YouTube being a very common one.

 

[Tha Realest]

I would agree there. My daughter is barely if ever on D+. When i see her etc. she is watching youtube and all these people ive never heard of post videos. Granted she is but one but literally everyone in her class is in the same boat. She still enjoys her Disney Jr over D+

This is an interesting point.

The most valuable IP to be acquired isn’t necessarily WBD’s catalogue, but Mr. Beast.

 

[Sirwalterraleigh]

Trouble? No i dont they are in but imo tgey have been a disappointment as ive stated here before.
We truly dk the actual numbers behind the scenes of what they are seeing and what the future holds for them. Wait times are meaningless imo especially in the shapes the parks are in. But i do agree there is some force out there preaching this angle

I think they are just gonna have to pour hundreds of billions in on content annually.

They thought they could resell old stuff over and over again like they do with their parks
Apples and oranges

 

[Sirwalterraleigh]

This is an interesting point.

The most valuable IP to be acquired isn’t necessarily WBD’s catalogue, but Mr. Beast.

That is exactly the case. They aren’t getting beat by Comcast…they’re gonna get beat by kids with iPhones.

 

[DarkHelmet]

Reading between the lines, could this mean a merger with Apple in two years? Igor has been mandated to find a new CEO to replace him in two years. He may opt to bring in his replacement the same way Eisner brought him in (via the acquisition of ABC). Is Igor still on the BoD of Apple? Such a merger would make sense in terms of a merger of streaming services, for example.

 

[Sirwalterraleigh]

Over the last 48 hours this thread has averaged one comment every 1.5 minutes

Well…it’s a fan site…and this kinda is the biggest Disney news blip since they bought Lucas…at least one not created by germs…

…ok…chapek was a germ too…but you get my point.

 

[monothingie]

Well…it’s a fan site…and this kinda is the biggest Disney news blip since they bought Lucas…at least one not created by germs…

…ok…chapek was a germ too…but you get my point.

Did you remember to Iight a candle by your makeshift Chapek memorial?

I know I did!

 

[BobPar]

I think they are just gonna have to pour hundreds of billions in on content annually.

They thought they could resell old stuff over and over again like they do with their parks
Apples and oranges

Never understood streaming tbh granted im older but i can honestly say i dont have any streaming services that i pay for... perfect example i love my football & now that Amazon has the Thursday night games i barely watch any games now bc of it.. just annoying to me personally especially that i like to switch from streaming to directtv ....

 

[BobPar]

The other baffling thing to me is when it comes to D+ how they do not have this free in rooms i have no clue whatsoever... are they really worried people are going to choose to stay in their rooms as opposed to spending money in parks?!? would cost them nothing and potentially convince some people to order it impulsively who most likely wouldnt...

 

[Casper Gutman]

People here dislike Studios because they've seen all of the shows a thousand times. If you're skipping Frozen, Indy, Beauty and the Best, Lightning, etc. then there's not quite enough to do. If you watch all the shows you need at least a day and a half.

There's also the problem that, with the exception of Indy, they're not good shows.

 

[Brer Oswald]

The other baffling thing to me is when it comes to D+ how they do not have this free in rooms i have no clue whatsoever... are they really worried people are going to choose to stay in their rooms as opposed to spending money in parks?!? would cost them nothing and potentially convince some people to order it impulsively who most likely wouldnt...

Honestly seems like a no brainer. You’d think with how obsessed this company is about “synergy” it would be a given by this point.

 

[dreday3]

I’m available

Fantastic!

Now we just need a marine biologist and I think we've got our core group to run this company.

 

[Casper Gutman]

That's a big one for sure. An industry that as a whole is bigger than music and movies combined. And he decided, well we can't put a video game on D+ so who cares! And now the only way to get back in, is to go on a spending spree and buy up some studios. Disney has the largest back catalog of IPs that would work great in the video game space. It's a real shame they abandoned it. All they can do is farm it out now, and they've done a poor job with that.

Do any of the major studios have a significant video game division?

Edit: Sony, of course. Any others?

 

[Casper Gutman]

Wells respected Disney as a brand and as an institution. Iger does not, it is a nondescript media holding company themed to a mouse or whatever.

As always, time is the enemy. We need a CEO who was nurtured in the entertainment industry prior to the seismic shifts of the mid-80s, and needless to say they're all too old. As much as we harp on about individual personalities, the core problem is structural changes in the US economy and an industry- or even society-wide shift in philosophy.

 

[Nubs70]

How is Iger going to explain Avatar 2?

This movie needs to become the 3rd highest grossing film JUST TO BREAK EVEN.

This looks like the daisy chain IED scene in the Hurt Locker. Question is who is in the center of the chain, Bald Bob or Cardigan Bob.

 

[Casper Gutman]

How is Iger going to explain Avatar 2?

This movie needs to become the 3rd highest grossing film JUST TO BREAK EVEN.

This looks like the daisy chain IED scene in the Hurt Locker. Question is who is in the center of the chain, Bald Bob or Cardigan Bob.

If it bombs, it was all the fault of the bad decision making at Fox - nothing to do with Disney.

The real question is what happens to the planned sequels.

 

[drizgirl]

Well…it’s a fan site…and this kinda is the biggest Disney news blip since they bought Lucas…at least one not created by germs…

…ok…chapek was a germ too…but you get my point.

Yeah, closing the parks for an extended time wasn't eve a blip.