Captain Marvel 2: "The Marvels" -- Nov 10, 2023 Theatrical Release

[celluloid]

Again, the plan all along was to build the largest base of subscribers as fast as possible by making the service as cheap as possible. It was especially important at launch, as they had little in the way of content (much of their content was tied up in licensing deals with other platforms/networks). So they started very cheap, including many discounted offers. They've been raising prices incrementally as they add content and now they've successfully added the ad-tier.

Hulu has been around a long time.
Disney Plus has now been around for years.

We are not in launch year anymore, and deals still roll in for streaming services.

They still are only asking for 99 cents a month for it this time of year, and that is without it being bundled.

It used to be 2 bucks a month every holiday season.

Nothing premature about it. Their ship is still rocky to the tune of billions more than before. That is a fact.

They just added the ad tier recently, and you think you can deem it a success and I judge prematurely. I know you want to be an optimist, but that truly is premature.

 

[_caleb]

Mildly OT, but I've got some time while my giblets and a turkey neck thaw for gravy prep...

I am forever confused why Sony gets to release big budget Spiderman movies, but Disney has a Spiderman D Ticket ride at DCA in Avenger's Campus and throws a Spiderman robot over a wall every half hour with differing success rates.

Why didn't Disney release the latest Spiderman if Disney owns Marvel? I assume its one of those weird clauses, like the one that prevents Disney from uttering the word "Marvel" east of the Mississippi.

And fully OT... I am a lifelong Sony consumer since I bought my first Sony short wave desktop radio in the service. Since then, I've had decades of Sony TV's, and home stereo setups and car audio and various Walkmans and one (1) Watchman. The only thing Sony has ever let me down on was Betamax, and I had to restart with a VHS machine after a few years. Sony is fantastic! And when in Tokyo, you should go visit the swanky Sony flagship showroom-pavilion thing they have in the Ginza district. It's impressive and also hilariously Japanese, as only a flagship Japanese company could do.

Disney owns Spider-Man, but Sony holds the rights to feature Spider-Man and related characters in movies and video games. Sony tried twice to launch Spider-Man franchises of its own (first Spider-Man 1, 2, and 3, featuring Toby Maguire and then The Amazing Spider-Man with Andrew Garfield). These were hit-or-miss.

Seeing Disney's success with Marvel properties, Sony partnered with Disney to try again (this time with Tom Holland) and fit Spider-Man into the larger MCU. So far, it's been successful.

Sony still owns the rights to Spider-Man, so they've launched their own Spider-verse, with successful animated films (Into the Spider-verse, Across the Spider-Verse), live action films (Venom, Morbius) the new film you've already decided is "cringy" (Madame Web), and a new series called Silk.

Disney can feature Spider-Man in its CA theme parks (the stuntronic robot in Avengers Campus, the Web Slingers ride), but not in Florida, where Universal holds the rights to feature him and related characters. Universal Orlando has its own Spider-Man ride.

 

[_caleb]

Hulu has been around a long time.
Disney Plus has now been around for years.

We are not in launch year anymore, and deals still roll in for streaming services.

They still are only asking for 99 cents a month for it this time of year, and that is without it being bundled.

It used to be 2 bucks a month every holiday season.

Nothing premature about it. Their ship is still rocky to the tune of billions more than before. That is a fact.

They just added the ad tier recently, and you think you can deem it a success and I judge prematurely. I know you want to be an optimist, but that truly is premature.

How long do you think is the right amount of time for a huge movie and television studio to make a pivot into a new business?

You're right that we're not in launch year. Disney+ is still in its "amass the biggest subscriber base possible at any cost" phase. They will give away free subscriptions (you may notice many of the discounts are specifically offered to lure back those who previously had subscriptions and then left) and spend like no tomorrow (see, well, everything on D+) to get the largest base and library of content possible.

The target for profitability was always end of fiscal 2024, so to say now, well before that target, that is isn't successful is premature. I'm not saying it's successful. I'm saying they're still ramping up, per their plan all along.

 

[celluloid]

How long do you think is the right amount of time for a huge movie and television studio to make a pivot into a new business?

New medium reach. Same industry.

You certainly don't expect heavy discounts after dropping in year four if you think your ROI is going to start happening in year 5.

 

[_caleb]

New medium reach. Same industry.

No, it's much bigger than that. What used to reliably bring in billions isn't viable anymore. When it comes to reaching audiences, Disney is literally competing with kids playing video games. The entire industry is being remade.

 

[celluloid]

No, it's much bigger than that. What used to reliably bring in billions isn't viable anymore. When it comes to reaching audiences, Disney is literally competing with kids playing video games. The entire industry is being remade.

New medium(internet in demand) to get the same thing. Films and television at home.

That is not literally competing. Literally competing would be when they are producing video games. They are competing theatrical box office and for home viewers.

Let's revisit later near fiscal 2024 and see how this is going then.

The thing is, right. now, it is not growing according to plan.

 

[Disney Irish]

You certainly don't expect heavy discounts after dropping in year four if you think your ROI is going to start happening in year 5.

Discounts to obtain customers isn't new, no matter how long the business/service has been running or what the ROI forecast is the following year.

 

[celluloid]

Discounts to obtain customers isn't new, no matter how long the business/service has been running or what the ROI forecast is the following year.

Business steepens incentives when things don't go well. Supply and demand there.

Also, obtain?...the issue now is more maintaining.

That is worse. People have had the service, many are finding it's better to ship elsewhere.

 

[erasure fan1]

Disney is literally competing with kids playing video games.

Video games you say? Maybe that's something Disney should look into?

Nah, Iger says they're not that big of a deal.

 

[Disney Irish]

New medium(internet in demand) to get the same thing. Films and television at home.

That is not literally competing. Literally competing would be when they are producing video games. They are competing theatrical box office and for home viewers.

Let's revisit later near fiscal 2024 and see how this is going then.

The thing is, right. now, it is not growing according to plan.

What is meant by competing is competing for attention. There is so much content out there that everyone is competing for the same attention of consumers.

 

[celluloid]

What is meant by competing is competing for attention. There is so much content out there that everyone is competing for the same attention of consumers.

Check definition of literal. That is what the poster used.

A mistake to think that video games and film are the same direct competition. No wonder Disney would be failing. Old man Iger logic. Movies will never win against video games.

 

[Disney Irish]

Business steepens incentives when things don't go well. Supply and demand there.

Also, obtain?...the issue now is more maintaining.

That is worse. People have had the service, many are finding it's better to ship elsewhere.

Obtain and retain, that is the name of the game.

And businesses all the time run incentives even when business is good. Car dealership run incentives to clear out the prior years inventory to bring in the new years inventory. Incentives aren't just used when things aren't well.

 

[Tha Realest]

What new content is coming that will retain them? Other than the movies no one went to see this year, including the topic of this thread.

 

[celluloid]

Obtain and retain, that is the name of the game.

And businesses all the time run incentives even when business is good. Car dealership run incentives to clear out the prior years inventory to bring in the new years inventory. Incentives aren't just used when things aren't well.

Disney is not maintaining, and not obtaining as much as they want.

You know better than to think a streaming service is not the same type of goods industry right?

Also, yes, your example is what is supply and demand. Those cars that need to be pushed did not sell well enough to clear up space.
Too much supply for the demand.

Man, no wonder you guys got the box office predictions so wrong compared to what others saw in projections and trends.

 

[Disney Irish]

Check definition of literal. That is what the poster used.

A mistake to think that video games and film are the same direct competition. No wonder Disney would be failing. Old man Iger logic. Movies will never win against video games.

The mistake is thinking that attention isn't a commodity that has direct competition from all sorts of mediums. If a teen is at home playing a video game, they aren't going to a theater to watch a movie. That is the very definition of direct competition, ie directly competition for the attention of the consumer.

 

[celluloid]

The mistake is thinking that attention isn't a commodity that has direct competition from all sorts of mediums. If a teen is at home playing a video game, they aren't going to a theater to watch a movie. That is the very definition of direct competition, ie directly competition for the attention of the consumer.

It does have competition. That is not the definition of direct competition.
Hence why Disney won't win over video games with movies.
They are not losing viewership of the Haunted Mansion remake because 17 year old wants more GTA time.

 

[Disney Irish]

Disney is not maintaining, and not obtaining as much as they want.

You know better than to think a streaming service is not a good industry right?

Also, yes, your example is what is supply and demand. Those cars that need to be pushed did not sell well enough to clear up space.
Too much supply for the demand.

Man, no wonder you guys got the box office predictions so wrong compared to what others saw in projections and trends.

That is just an one example of why incentives are given.

But its the same in any business, and not directly associated with supply and demand or even an underperforming business. In the subscription model the traditional concept of supply and demand doesn't work. There is unlimited supply, ie the service, and the demand comes from the consumer desire to subscribe to the service. Incentives are given to obtain and retain the consumer, especially in an ad driven model. Basically the incentive price is a loss leader just to get the consumer to sign up for the service and hopefully get them hooked. As that leads to continual sub fees and ad revenue monthly.

 

[celluloid]

That is just an one example of why incentives are given.

But its the same in any business, and not directly associated with supply and demand or even an underperforming business. In the subscription model the traditional concept of supply and demand doesn't work. There is unlimited supply, ie the service, and the demand comes from the consumer desire to subscribe to the service. Incentives are given to obtain and retain the consumer, especially in an ad driven model. Basically the incentive price is a loss leader just to get the consumer to sign up for the service and hopefully get them hooked. As that leads to continual sub fees and ad revenue monthly.

Wrong again.

Content.
Entertainment is the service.

Still supply and demand. The demand(consumers) don't want the current supply(content) enough to subscribe or remain subscribing.
So Disney either slims content(they have done this.) And offers incentives(discounts)

 

[Disney Irish]

It does have competition. That is not the definition of direct competition.
Hence why Disney won't win over video games with movies.
They are not losing viewership of the Haunted Mansion remake because 17 year old wants .ore GTA time.

If you don't think that media companies see the gaming industry as direct competition, well that not knowing the actual media landscape of today.

Everyone is directly competing for the consumers attention. So its not just Disney competing against Universal, its both are competing against GTA, Fortnight, and whatever other game is popular today, to get the consumers attention to watch their content.

 

[celluloid]

If you don't think that media companies see the gaming industry as direct competition, well that not knowing the actual media landscape of today.

Everyone is directly competing for the consumers attention. So its not just Disney competing against Universal, its both are competing against GTA, Fortnight, and whatever other game is popular today, to get their attention to watch their content.

All forms of entertainment are not equal. As much as Iger loves sports betting, gambling is not the same as theme parks. Both fight for destination visits.
Not direct.

Again, in business, not the definition of direct competition. Competition yes. Direct no.