News Bob Iger is back! Chapek is out!!

[Trauma]

I've read them. Not a one seems to be problematic from a stock point of view.

Well if that’s your assessment then by all means BUY BUY BUY!!

 

[Sirwalterraleigh]

LOL.

This has about a 0 percent chance of happening.

If he was serious about that a lot more people would have been fired already.

There is an extremely solid chance of both park execs and studio bigwigs being “escorted off property”

The deal here is Disney can’t sell “potential” to artificially speculate its stock price for cash return…frankly, the last 5 years have been really bad and they have no smoke to go with their mirrors now.

So they need to make moves to “increase the potential”

The good thing - for we the fans - is that’s only gonna be through investment and creative juice influx.

Both bobs tried “just charge more”…and it obviously isn’t working. They see much worse news coming or they wouldn’t have made this move. It’s damage control.

I think the house of cards in the dwarf building collapsed and they’re trying to keep it as quiet as possible.

More to follow

 

[Trauma]

There is an extremely solid chance of both park execs and studio bigwigs being “escorted off property”

The deal here is Disney can’t sell “potential” to artificially speculate its stock price for cash return…frankly, the last 5 years have been really bad and they have no smoke to go with their mirrors now.

So they need to make moves to “increase the potential”

The good thing - for we the fans - is that’s only gonna be through investment and creative juice influx.

Both bobs tried “just charge more”…and it obviously isn’t working. They see much worse news coming or they wouldn’t have made this move. It’s damage control.

I think the house of cards in the dwarf building collapsed and they’re trying to keep it as quiet as possible.

More to follow

Well I agree with you here, but the parks are far from
the only problem.

I would love to hear your thoughts on changes that might come to the movie studios and D+.

 

[SpectreJordan]

I agree. Strange World will flop hard as the marketing has been abysmal, and it looks average at best.

It's the next Frozen II or Ralph Breaks the Internet in terms of quality, as I don't think it will be great like Zootopia or Wreck-it-Ralph.

Original films typically need to be great to draw an audience although I disagree with you that Turning Red was awful; I thought it was definitely above average, but given the better Encanto did mediocre in theaters, I doubt it could have topped $200M. That being said, double-dipping still is a better financial move than leaving money on the table.

Disney needs quality, not quantity. That's the fundamental problem right now. Andor is ironically the best thing to come out of the company all year.

Encanto's box office got screwed over by everyone realizing it'd be on D+ shortly. Disney needs to make sure their animated movies don't hit D+ shortly after release or they're going to keep performing poorly. Families are clearly waiting it out. I'd say a 5 month minimum is needed before they hit D+.

I also thought the marketing for it wasn't too interesting, which is a shame since it was a good movie. Disney needs to do some restructuring of the animation department's marketing teams.

 

[roj2323]

Encanto's box office got screwed over by everyone realizing it'd be on D+ shortly. Disney needs to make sure their animated movies don't hit D+ shortly after release or they're going to keep performing poorly. Families are clearly waiting it out. I'd say a 5 month minimum is needed before they hit D+.

I also thought the marketing for it wasn't too interesting, which is a shame since it was a good movie. Disney needs to do some restructuring of the animation department's marketing teams.

The problem is every parent realizes it's much easier to deal with the kids when it's at home. Taking kids, especially multiple kids to a movie theater is a huge PITA.

Long term I can see the traditional movie theater model dying all together as there's really no real advantage to the big screen model other than it being a big screen and Large format TV's are only getting more affordable.

 

[Dranth]

Well if that’s your assessment then by all means BUY BUY BUY!!

Already did after all the panic selling post last quarterly report. Anyone who thinks the stock is going anywhere near its high is crazy (it was already overvalued) but it had a little room to play sitting in the mid $80s.

As for Iger, the whole town hall meeting and his comments came across to me as a way for him to show employees he is different and cares. That he is listening and wanting to hear their issues/worries. He acknowledged each question and spoke to the underlying concerns without committing to anything.

That doesn’t mean that the whole thing wasn't for show or was proof that he actually cares but it does make him LOOK better to the people he is going to need on his side to accomplish whatever goals he ultimately sets. Compare that to Chapek who had unhappy employees at all levels of the company and managed to convey all the sympathy and caring of a fence post.

I have no love for Iger and was unhappy with many of his choices in the past but at the very least, he should be able to stabilize things. That is a start and an immediate improvement over Chapek. Hopefully, even if unlikely, the last few years has made him so concerned about his legacy that he is willing to make some changes to improve all areas of the company including the parks.

 

[Trauma]

Already did after all the panic selling post last quarterly report. Anyone who thinks the stock is going anywhere near its high is crazy (it was already overvalued) but it had a little room to play sitting in the mid $80s.

As for Iger, the whole town hall meeting and his comments came across to me as a way for him to show employees he is different and cares. That he is listening and wanting to hear their issues/worries. He acknowledged each question and spoke to the underlying concerns without committing to anything.

That doesn’t mean that the whole thing wasn't for show or was proof that he actually cares but it does make him LOOK better to the people he is going to need on his side to accomplish whatever goals he ultimately sets. Compare that to Chapek who had unhappy employees at all levels of the company and managed to convey all the sympathy and caring of a fence post.

I have no love for Iger and was unhappy with many of his choices in the past but at the very least, he should be able to stabilize things. That is a start and an immediate improvement over Chapek. Hopefully, even if unlikely, the last few years has made him so concerned about his legacy that he is willing to make some changes to improve all areas of the company including the parks.

Fair enough.

I find it hard to forget that he is the one who created most of these problems to begin with.

It’s fun to dump on Paycheck but let’s not pretend that most of the negatives weren’t already planned out under Iger.

 

[Sir_Cliff]

The problem is every parent realizes it's much easier to deal with the kids when it's at home. Taking kids, especially multiple kids to a movie theater is a huge PITA.

I don't have kids, but that's also what I thought would be a big difference for Disney animated features and other movies. I'm sure a lot of families justify the expense partly on the basis that they'll save money on movie tickets, and I'm sure when they contemplate loading all the little dears into the car and trying to get them to sit still in the dark for the length of the movie the idea of just waiting a few months becomes extra appealing.

This might be a somewhat unique issue for Disney/Pixar animated movies as Disney+ is more ubiquitous than whatever the Minions and other films end up on and the brand association between the streaming service and the films is crystal clear.

 

[SpectreJordan]

The problem is every parent realizes it's much easier to deal with the kids when it's at home. Taking kids, especially multiple kids to a movie theater is a huge PITA.

Long term I can see the traditional movie theater model dying all together as there's really no real advantage to the big screen model other than it being a big screen and Large format TV's are only getting more affordable.

If Disney keeps it in theaters long enough, they wouldn't really have a choice. If the kid really wants to see it, they'll bug their parents until they gave in; I'm speaking from experience since I did that with Monster's Inc & Finding Nemo back in the day lmao

 

[TwilightZone]

If Disney keeps it in theaters long enough, they wouldn't really have a choice. If the kid really wants to see it, they'll bug their parents until they gave in; I'm speaking from experience since I did that with Monster's Inc & Finding Nemo back in the day lmao

For me it was the first Spongebob, though it didn't take too long since my mom also loves spongebob lol. My favorite non disney cartoon.

 

[SpectreJordan]

For me it was the first Spongebob, though it didn't take too long since my mom also loves spongebob lol. My favorite non disney cartoon.

Yeah, I did that one too haha

 

[LittleBuford]

What did Napoleon have to say on this sort of thing, again?

"Never ascribe to malice that which is adequately explained by incompetence."

There’s no evidence he said this, which I’m pleased about, since I dislike Napoleon but agree with the maxim.

 

[LittleBuford]

i don't mean to be that guy but if walt did say that... i cannot find a solid source for it that isn't one of those "inspirational quotes" sites

You’re right to be sceptical. There’s zero trace of the quotation anywhere in Google Books; it exists only in recent online sources.

 

[Sirwalterraleigh]

Well I agree with you here, but the parks are far from
the only problem.

I would love to hear your thoughts on changes that might come to the movie studios and D+.

They have some untapped potential still with marvel…so I can see getting to core characters yet unused to be a high priority

I don’t know what they do with LFL at this point? That’s really a mess.

Wall Street seems to think they need to slow the spending on D+ content..but that’s a disaster too. I think they may have to actually increase it? No easy answers there.

The production sources - as other have said - are creatively void. They really haven’t invested much of late into new tent poles…and Disney is at its weakest when they aren’t rolling something new out.

No easy answers - for sure.

 

[Sirwalterraleigh]

There’s no evidence he said this, which I’m pleased about, since I dislike Napoleon but agree with the maxim.

Yeah but “the truth is a lie that everyone believes”

 

[VJ]

You’re right to be sceptical. There’s zero trace of the quotation anywhere in Google Books; it exists only in recent online sources.

he did say these extremely similar quotes, though, and eisner could have used one of them instead:

“All the adversity I’ve had in my life, all my troubles and obstacles have strengthened me.”

“I think it’s important to have a good hard failure when you’re young. I learned a lot out of that. Because it makes you kind of aware of what can happen to you. Because of it I’ve never had any fear in my whole life when we’ve been near collapse and all of that. I’ve never been afraid. I’ve never had the feeling I couldn’t walk out and get a job doing something.”

“It is good to have a failure while you’re young because it teaches you so much. For one thing it makes you aware that such a thing can happen to anybody, and once you’ve lived through the worst, you’re never quite as vulnerable afterward.”

“You may not realize it when it happens, but a kick in the teeth may be the best thing in the world for you.”

(taken from The Quotable Walt Disney)

 

[Tha Realest]

You’re right to be sceptical. There’s zero trace of the quotation anywhere in Google Books; it exists only in recent online sources.

When the legend becomes fact, print the legend.

 

[Jrb1979]

They have some untapped potential still with marvel…so I can see getting to core characters yet unused to be a high priority

I don’t know what they do with LFL at this point? That’s really a mess.

Wall Street seems to think they need to slow the spending on D+ content..but that’s a disaster too. I think they may have to actually increase it? No easy answers there.

The production sources - as other have said - are creatively void. They really haven’t invested much of late into new tent poles…and Disney is at its weakest when they aren’t rolling something new out.

No easy answers - for sure.

All of what you said is why I don't think streaming for any company is going to be this big profit source that they all think it's going to be. The cost to keep adding new content is too much. They need to raise prices if they really want to see profits especially if the demand for new content stays at the level it's at.

Personally I think they should add more of the Fox content they own.

 

[Tha Realest]

All of what you said is why I don't think streaming for any company is going to be this big profit source that they all think it's going to be. The cost to keep adding new content is too much. They need to raise prices if they really want to see profits especially if the demand for new content stays at the level it's at.

Personally I think they should add more of the Fox content they own.

There's this weird thing where I don't think the streamers value a back catalogue so much as a current "hot" series. I think, for example, the Universal Monsters catalogue is not as valued as, say, the latest season of You or 13 Reasons Why.

 

[MrPromey]

There’s no evidence he said this, which I’m pleased about, since I dislike Napoleon but agree with the maxim.

Ah, yes, appears to be a miss-attribution.

Remember when the joke used to be "oh, you read that on Wikipedia so you think it's true?"
https://en.wikipedia.org/wiki/Hanlon's_razor
I fact-checked myself there just now.

... But I'm updating my original post so I don't look so dumb to everyone else... who doesn't read your post, anyway.