Captain America 4

BrianLo

Well-Known Member
I was speaking from the standpoint of the Disney company; they consider everything a success on one level of another, having nothing to do with the numbers.

For example, the EPCOT refurb was, to Disney, a success.

There’s plenty of things they don’t consider a success. Even from the example you gave, Disney clearly was extremely disappointed in Harmonious. A hugely expensive infrastructure that they ditched in record time and rushed a complete replacement of.

I think the missed expectations are you own, everything isn’t black and white. Things people want called as missed aren’t fully so. But when something is really bad, there usually isn’t argument about it.

See something like Strange World. There’s no ambiguity from nearly any source, trade nor Disney, it was a successful product.




Here’s very early in the run major trades using language like doomed, bomb, flop, etc. When it’s actually deserving of those accolades, they call it like it is. Nor is this revisionist, all these articles are from its release month still.
 

Agent H

Well-Known Member
Of course they did…and if you want to know when?…it was right around them tanking 10 movies a couple years back

Include Lucas and Marvel movies

Then the incessant excuse making/goalpost moving about D+ started.

And at the end of the day…those bad movies have been forgetten and make about ZERO in additional revenue

And tomorrow the sun will rise in the east…even if the Iger fan club tries to convince you it’s the west
There was no goal post movement for Disney+. It was never going to be profitable until 2024.
 

Sirwalterraleigh

Premium Member
There was no goal post movement for Disney+. It was never going to be profitable until 2024.
That wasn’t what I was saying

A history lesson:

For about 10 years…as MCU, live action remakes, Pixar sequels and bad Star Wars kept scoring bigger and bigger box office takes…Disneys studios were lauded.

As they should have been. Results based industry

For the last five or so the batting average has dropped tremendously…mostly because bad ideas are being made.

They should be crushed…

But no…all of a sudden the growing drumbeat of the same 5 or so people “redefined” box office success.

Now…it’s “all movies are a hit in the long term…”

And that was always a part of Disney products…they pump them forever and they need every nickel.

But hits were still hits. Those sell the crap.

Disney plus doesn’t blunt that. They have a content issue and they need GOOD content to drive revenue. Bad movies doesn’t help.

So that’s where we are.

Inside out and Moana? But hits…lots of cash.

Lion king? Breakeven…a wash. Cap? A fail

The definition of “success” doesn’t change as to not hurt Disneys feelings (that they don’t have)
 

BrianLo

Well-Known Member
Some more fun and better sourced history.

From 97-2014 Disney's worldwide market share in the theatrical landscape fell between 10-17%. 2001, 2005, 2008 were notable lulls around 10%. 99 (Sixth Sense, Toy Story 2), 2003 (Nemo, Pirates) and 2006 (Cars, Pirates) were stronger years around 17%. Pretty interesting that they were all banded around essentially one live action and one Pixar big success.

Sequentially their two studio problem started to unlock. WDAS came back. Marvel joined the fold and then Star Wars.

Starting in 2015, theatrical market share surged above 20%, a level it hadn't previously enjoyed since 95/96. It remained above this threshold for a great 5 year run (not 10); running 20-26% for 2015-18 and then completely blew the doors off the industry in 2019 when it owned 33.34% of the market.

During this time Disney became the number one distributor from 2016-2019. It missed out in 2015 by a hair as Universal owned a tad more share.

In 2022 Disney had a good year by historical standards, owning 18% of the market. Still above the entirety of 1997-2014. In 2023 Disney had a "bad year". Falling to 16% of the market share. Then rebounded into another exceptional year at 21.44% of the market again. If 20th Century is included, market share is actually almost 29% (thanks Way of Water) in 2022 and 20.6% (thanks Way of Water) in 2023.

Ultimately, the market is not where it was pre-pandemic, but Disney seems to still be commanding it.


So anyways, that's the less myopic history lesson. 2022 and 2024 were still strong years even without Cameron. More importantly, as I've highlighted a lot: flops and misses and barely break evens occur almost every year of the companies modern history. Even most of the great ones.
 

Sirwalterraleigh

Premium Member
Some more fun and better sourced history.

From 97-2014 Disney's worldwide market share in the theatrical landscape fell between 10-17%. 2001, 2005, 2008 were notable lulls around 10%. 99 (Sixth Sense, Toy Story 2), 2003 (Nemo, Pirates) and 2006 (Cars, Pirates) were stronger years around 17%. Pretty interesting that they were all banded around essentially one live action and one Pixar big success.

Sequentially their two studio problem started to unlock. WDAS came back. Marvel joined the fold and then Star Wars.

Starting in 2015, theatrical market share surged above 20%, a level it hadn't previously enjoyed since 95/96. It remained above this threshold for a great 5 year run (not 10); running 20-26% for 2015-18 and then completely blew the doors off the industry in 2019 when it owned 33.34% of the market.

During this time Disney became the number one distributor from 2016-2019. It missed out in 2015 by a hair as Universal owned a tad more share.

In 2022 Disney had a good year by historical standards, owning 18% of the market. Still above the entirety of 1997-2014. In 2023 Disney had a "bad year". Falling to 16% of the market share. Then rebounded into another exceptional year at 21.44% of the market again. If 20th Century is included, market share is actually almost 29% (thanks Way of Water) in 2022 and 20.6% (thanks Way of Water) in 2023.

Ultimately, the market is not where it was pre-pandemic, but Disney seems to still be commanding it.


So anyways, that's the less myopic history lesson. 2022 and 2024 were still strong years even without Cameron. More importantly, as I've highlighted a lot: flops and misses and barely break evens occur almost every year of the companies modern history. Even most of the great ones.
And yet…failure is still a consistent concept. We haggle over the “fringes”

So don’t bomb movies…is the takeaway

Somebody’s stock is still where it was 10 years ago and Everybody else is rich
 

MisterPenguin

President of Animal Kingdom
Premium Member
Ah yes.

A super piece on the amazing turnaround the company has made!

Disney Touts Two-Year Turnaround Behind Studio’s Stellar Quarter.

The company’s fiscal fourth quarter that ended in September was one of the best ever in the studio’s history. Pixar’s Inside Out 2 and Marvel’s Deadpool & Wolverine became the top films of the year so far, setting box office records. Disney became the first studio to cross $4 billion globally in 2024.

In executive commentary around the numbers this morning, Iger and CFO Hugh Johnson cited renewed creative strength, “a result of the extensive work we began two years ago to restore creativity to the center of the company.”

“We are encouraged by this momentum in our studio business going into the holiday season,” they said, with upcoming Moana 2 later this month and Mufasa: The Lion King in December.

The studio, housed in Content Sales/Licensing — one of three divisions in Disney’s Entertainment Segment with streaming and linear TV — saw revenue jump by 39% to nearly $2.6 billion last quarter. It swung to a $316 million profit from a $149 million loss.

I have no idea what this word salad is supposed to mean.

I'll put you down for "I was wrong. Disney does indeed acknowledge a movie that doesn't do well financially," and say to you, "you're welcome."
 

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