News Bob Iger is back! Chapek is out!!

fgmnt

Well-Known Member
Who do you think is ultimately responsible for everything the company does?

He could clean house tomorrow ( and should) so yes in the end it’s 100% the fault of whatever Bob they put in charge.
Are you going to say with a straight face that firing the EVP of diversity will improve their polling more than any other move?
 

bcoachable

Well-Known Member
Absolutely!...as CEO, I would not worry about studio profits going up or down, or parks up or down, or cruise ships or D+ being up or down. Those busineses eb and flow naturaly with the tide.

The TRUE fear is Disney's overall brand goodwill dying! The PRECIOUS brand halo that that took them 100 years to build....losing THAT would scare the Hell out of me as CEO!

It's the positive brand "halo" that Disney has always had that has been its SINGLE biggest asset that it has and always carried it through bad times. If Disney truly loses that halo?...this company colapses under its own weight

20 years ago...any John/Jane Doe on the street, if asked what they "generaly" thought of Disney they would have said: "Disney...oh yeah, that is a great company" Today?...this positive sentament is DYING.

Sadly...Disney jumped head-long into quicksand by getting too deeply involved with fighting inside the public culture war. Social activism is a war that NO big company can win. It's a quagmire that cuts your customers in half.

Disney...let people fight the culture war on their own and stay out it this mud-pit. You cant swim or float in that quick-sand pit!
PREACH it brotha
 

Serpico Jones

Well-Known Member
Disney is just lackluster right now. That's not politics. The Parks are just eh...we were there 3 weeks ago and everything was just eh. It didn't suck, it was just normal. Star Wars...eh. Mandelorian and Rogue One are good, but everything else, eh. It doesn't all suck but its not awesome. MCU used to be an event for us. Every movie was a reason to go to the theater. They were building to an event. I know they are building to Kang now, but it doesn't feel epic. MCU infinity saga felt epic.
They leaned on everyone will always see and do everything with Disney on it too hard. No real innovation. These are some of the things I think of when I see Disney fading. Not politics. IMHO. 🤷‍♂️
Iger needs to make major changes at Pixar and Lucasfilm. Both studios need new blood at the top.
 

Slpy3270

Well-Known Member
Once again Wells Fargo is floating an ESPN/ABC spin-off as a "reasonably probable" event in late 2023, literally forgetting where Bob Iger came from (not to mention Time Warner spinning off AOL, Time Warner Cable and Time Inc. did absolutely nothing for them).

Seriously, can't these people just give up already?
 

JoeCamel

Well-Known Member
Once again Wells Fargo is floating an ESPN/ABC spin-off as a "reasonably probable" event in late 2023, literally forgetting where Bob Iger came from (not to mention Time Warner spinning off AOL, Time Warner Cable and Time Inc. did absolutely nothing for them).

Seriously, can't these people just give up already?
They get paid to write articles like bloggers and like to eat? Bet you can find another one that says the opposite.....
 

kingdead

Well-Known Member
Disney is just lackluster right now. That's not politics. The Parks are just eh...we were there 3 weeks ago and everything was just eh. It didn't suck, it was just normal. Star Wars...eh. Mandelorian and Rogue One are good, but everything else, eh. It doesn't all suck but its not awesome. MCU used to be an event for us. Every movie was a reason to go to the theater. They were building to an event. I know they are building to Kang now, but it doesn't feel epic. MCU infinity saga felt epic.
They leaned on everyone will always see and do everything with Disney on it too hard. No real innovation. These are some of the things I think of when I see Disney fading. Not politics. IMHO. 🤷‍♂️
Yeah, even if they stop having two moms kiss in the background of their movies, there's still the problem that they're working with a bunch of aging franchises. Add Indiana Jones and the live action remakes of the 90s movies to that list--where exactly are they going with these? Where can they go?

That and the age group that would be fans of the new Disney/Pixar movies also all has Disney+, so if the parents take them to an animated movie, it's going to be something from another studio because why buy the cow, etc.
 

Angel Ariel

Well-Known Member
20 years ago...any John/Jane Doe on the street, if asked what they "generaly" thought of Disney they would have said: "Disney...oh yeah, that is a great company" Today?...this positive sentament is DYING.
I don’t think DEI work has as much to do with this as the state of the parks does, and how expensive they’ve gotten. If I ask a random person on the street about Disney these days, the response I’m most likely to get is how the parks are too expensive and Disney is greedy. That comes to mind far quicker with random people, IME, than anything else.
 

_caleb

Well-Known Member
I think it can be said that just because something can be "moraly proper"...doesnt make it the best "business" decision. We can debate society's morals and that "should" be and what it should "not" be all day long.

Basing "business" decisions on hot topic culture war issues is a terrible "profit and loss" strategy for most companies.

Yes....there are many here that will say: "Profit and loss be damned...I want Disney to take the activist stand that suits "me" and take a "good citizen" approach to everything they do"

This will make socially activist-minded customers VERY happy. Unless Disney flipped and decided to push an activist position that goes "against" their cause. Suddenly, these same people would demand the company stop pushing activist policies immediately.

There are many activist causes in this world on ALL sides....that have literally become a RELIGION for way too many people. I mean it...ALL sides of the spectrum get lost in these beliefs and can offen take it too far.

Disney's goal is to make a PROFIT for its shareholders by providing "entertainment" to as many customers as it can reach. Disney is not a government (RCID aside)...it’s a money making luxury product. If it stops "entertaining" people...it stops making money and dies.....
In many social issues, non-action is action (or, at least considered to be). Some moral issues may be avoided, but all moral issues cannot.

And while Disney is indeed a business that needs to make money, it does so by selling entertainment made by artists.
 

Cliff

Well-Known Member
In many social issues, non-action is action (or, at least considered to be). Some moral issues may be avoided, but all moral issues cannot.

And while Disney is indeed a business that needs to make money, it does so by selling entertainment made by artists.
Agreed....again though. Disney is an "entertainment" company. It lives or dies entirely on it's ability to "entertain" it's customers. If it's customers no longer feel "entertained"...Disney literally dies.

I fear that Disney is losing it's ability to "entertain" it's customers. More and more customers just dont see the Disney brand as "entertaining" the way they used to. I believe the companies financial downward spiral is a reflection of this severe problem.

This company better find a way to "entertain" prople quickly because whatever they are doing today is CLEARLY not working anymore from a "business" perspective.

Yes...i deliberatly over used the word "entertain" to drive home the point that "entertainment" is a VITAL part of Disney's survival
 

el_super

Well-Known Member
Disney's goal is to make a PROFIT for its shareholders by providing "entertainment" to as many customers as it can reach.

Oh one more thing... Disney does not have a demand issue right now. Their product is still immensely popular.

The parks made more in the last quarter than they have at any other point in history. They continue to be busy (still too busy for me) despite price increases and the convoluted ticketing schemes.

Their streaming platforms are gaining more and more subscribers every report to the point of being the most popular here in the US.

Most of the "issues" being raised now surround the amount they have spent on content and finding a way to maintain their current success while being profitable.
 

fgmnt

Well-Known Member
Agreed....again though. Disney is an "entertainment" company. It lives or dies entirely on it's ability to "entertain" it's customers. If it's customers no longer feel "entertained"...Disney literally dies.

I fear that Disney is losing it's ability to "entertain" it's customers. More and more customers just dont see the Disney brand as "entertaining" the way they used to. I believe the companies financial downward spiral is a reflection of this severe problem.

This company better find a way to "entertain" prople quickly because whatever they are doing today is CLEARLY not working anymore from a "business" perspective.

Yes...i deliberatly over used the word "entertain" to drive home the point that "entertainment" is a VITAL part of Disney's survival
There is a needle to thread for the company where they need to attract the best possible talent and maintain that stable, and support that talent in creating value in the form of entertainment that people will pay significantly more money to experience than it costs them to make.

I would not be surprised if Guardians 3 is the highest earning Disney Marvel movie post-Endgame, and that whole cast and director are not coming back after it. That’s bad for the company.
 

tanc

Premium Member
I'm not sure if the state of the parks will ever be remotely the same. I do think Iger spent way too much on Fox and the new Avatar isn't performing like it should apparently.

Disney just needs a new CEO, and I'm not sure who can take those reins. It's a real shame the actual Disney family isn't taking control of Disney anymore. But that's what happens when you become a public company.
 

mightynine

Well-Known Member
The issue is not the type of content, but the quality of the content.

For example, Netflix pushes out a metric ton of stuff - and for every Wednesday that goes viral and reaches an interesting cross-section of people (like me - loved what was basically a CW melodrama and I'm well outside that age range), there's plenty of low-effort stuff - but that doesn't necessarily hurt Netflix's brand as "quality entertainment" isn't really their thing as much as "buncha entertainment". They don't have a lane, basically so you can get things like The Floor Is Lava too.

Whereas if Disney puts out something substandard, it dings them more because Disney has a greater attachment, branding lane - whatever you want to call it. "They're supposed to be quality! What happened?" (Which ignores a LOT of not-great stuff Disney's put out over 100 years, but whatever.)

If Netflix puts out two hard sci-fi things - call them Lightspeed and Unusual Dimension, say - they flop, the Computron 6000 pushes them only to sci-fi freaks' recommendations and they move on whereas Disney will see clickbait articles left and right questioning whether the House of Mouse has lost its way.

This is definitely a problem for Disney, especially when they've made their IP such a pillar of the future of the company and why quality over quantity is something they - and honestly, many other media companies trying to make their streaming future work - will need to figure out.
 

Cliff

Well-Known Member
Oh one more thing... Disney does not have a demand issue right now. Their product is still immensely popular.

The parks made more in the last quarter than they have at any other point in history. They continue to be busy (still too busy for me) despite price increases and the convoluted ticketing schemes.

Their streaming platforms are gaining more and more subscribers every report to the point of being the most popular here in the US.

Most of the "issues" being raised now surround the amount they have spent on content and finding a way to maintain their current success while being profitable.
Agreed. Disney Parks are a strong consistant performer. Its very hard for Disney to mess that up. However, they are also enomously expensive to maintain and pay taxes on. It will be interesting to see if Universal's strong growth eats deeper in Disney's WDW profit.

Yes, D+ costs are insane. Disney spent 25 million "per episode" for She Hulk...and it looked terrible. Stuff like that is ridiculas. Looking at Marvel, Lucasfilm and Pixar...I think the studios are in deep trouble.

I also suspect that Disney is fudging its numbers very stratigically to make itself look better than it really is too.

I think Wall Street sees this too....
 

Vegas Disney Fan

Well-Known Member
The issue is not the type of content, but the quality of the content.

For example, Netflix pushes out a metric ton of stuff - and for every Wednesday that goes viral and reaches an interesting cross-section of people (like me - loved what was basically a CW melodrama and I'm well outside that age range), there's plenty of low-effort stuff - but that doesn't necessarily hurt Netflix's brand as "quality entertainment" isn't really their thing as much as "buncha entertainment". They don't have a lane, basically so you can get things like The Floor Is Lava too.

Whereas if Disney puts out something substandard, it dings them more because Disney has a greater attachment, branding lane - whatever you want to call it. "They're supposed to be quality! What happened?" (Which ignores a LOT of not-great stuff Disney's put out over 100 years, but whatever.)

If Netflix puts out two hard sci-fi things - call them Lightspeed and Unusual Dimension, say - they flop, the Computron 6000 pushes them only to sci-fi freaks' recommendations and they move on whereas Disney will see clickbait articles left and right questioning whether the House of Mouse has lost its way.

This is definitely a problem for Disney, especially when they've made their IP such a pillar of the future of the company and why quality over quantity is something they - and honestly, many other media companies trying to make their streaming future work - will need to figure out.

Had they released them straight to D+ I don’t think anyone (but us super fans) would be talking about them, these were theatrical releases though, they’re supposed to be the best of the best.

Disneys had periods of poor performing movies before, hopefully these failures result in another golden age.
 

_caleb

Well-Known Member
Disney has a choice. Make products that entertain high numbers of people or make products that entertain a fraction of the population. It's a financial gamble on Disney's part. If they decide to make a product that targeted at a "niche" audience....they can NOT complain that its product was not sucessful. Disney can NOT blame its customers for avoiding that product. It was a calculated move that didnt pan put.
Disney already made this decision, way back in 2017. It was foundational to their strategy in their acquisition of BAMTech when they went alll-in on direct-to-consumer. They are leveraging data to identify niche audiences and then to produce content designed to appeal to those audiences. Chasing mega-hits with mass appeal has become more expensive and more risky (unpredictable) than ever.
 

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