Disney’s Q1 FY23 Earnings Results Webcast - Wednesday, Feb 8, 2023

Sirwalterraleigh

Premium Member
This is correct. Take away the three F’s - Fiege, Favreau, and Filoni - and there’s precious few bright spots in the Disney film and TV pipeline.

The stewardship notwithstanding the Mando universe is abysmal.
They still gotta problem at LFL…

They need a top down reorganization and they’re doing everything they can to not highlight/expose that

Favreau is kinda “periphery”…don’t think he wants to be fully committed.

Filoni is good in his lane…but I don’t think that is upper management material…

So it’s still kinda stuck in neutral

Not being able to get a Star Wars movie made is a huge failure/public embarrassment.

It’s really not this hard
 

Tha Realest

Well-Known Member
Not being able to get a Star Wars movie made is a huge failure/public embarrassment.

It’s really not this hard

LFL is on worse footing than WB/DC; at least WB/DC still puts out films!

I don't think enough people appreciate how dire the situation is within Disney that, days before the investor call, they're telegraphic Iger may push the Zaslav button and start licensing out original content to their competitors in the streaming realm.
 

Sirwalterraleigh

Premium Member
LFL is on worse footing than WB/DC; at least WB/DC still puts out films!

I don't think enough people appreciate how dire the situation is within Disney that, days before the investor call, they're telegraphic Iger may push the Zaslav button and start licensing out original content to their competitors in the streaming realm.
…might be a bridge too far there…

Don’t think James Gunn is gonna be able to put out that tire fire either.


But as far as LFL goes…it’s really not hard to figure out what they need to do to make a good attempt at righting the Star destroyer there
 

Serpico Jones

Well-Known Member
…might be a bridge too far there…

Don’t think James Gunn is gonna be able to put out that tire fire either.


But as far as LFL goes…it’s really not hard to figure out what they need to do to make a good attempt at righting the Star destroyer there
But at least WBD is making an attempt. Sweeping changes at Lucasfilm and even Pixar have been needed for a while now and Iger has done nothing.

Makes no sense to me.
 

Haymarket

Well-Known Member
That doesn’t account for the financial dumpster fire that is Shanghai Disneyland. They’ve also been heavily investing in Disneyland Paris.
SSD pays for 57% of all R&D at Shanghai Disneyland, which is its ownership share of the resort. OLC Pays 100% of the R&D for its resort, which it wholly owns. I'll try to find a link about this.

It wasn't and isn't. Seems like wishful thinking on some people's behalf. Obviously it struggled against more recent closures, but those seem in the rearview mirror again.
Finally someone gets it.
 

Tha Realest

Well-Known Member
But at least WBD is making an attempt. Sweeping changes at Lucasfilm and even Pixar have been needed for a while now and Iger has done nothing.

Makes no sense to me.
LFL hasn’t had a theatrical release since 2019, and while a half dozen have been in development, nothing appears to be close to a release.

In that time, DC’s released six films (of varying quality and profitability) with five more in post-production or active filming. Joker made as much as ROS but won two Academy Awards. The Batman, The Suicide Squad, and Peacemaker are as well regarded as anything Marvel or LFL has produced. Gets really shaky after that.

Point being, while WB/DC is rightfully viewed as a mess, it at least has some positives to show for it and a plan going forward. Can anyone tell me what LFL’s theatrical release plan is, other than signing a hot director to a lucrative development deal only to cancel the project a year or two later?

As far as Pixar, “but Covid!?!” does t seem to have affected Universal/Dreamworks/Illumination.
 

Trauma

Well-Known Member
They still gotta problem at LFL…

They need a top down reorganization and they’re doing everything they can to not highlight/expose that

Favreau is kinda “periphery”…don’t think he wants to be fully committed.

Filoni is good in his lane…but I don’t think that is upper management material…

So it’s still kinda stuck in neutral

Not being able to get a Star Wars movie made is a huge failure/public embarrassment.

It’s really not this hard
From your lips to Luke’s ears.

They need to clean house and put people in charge with a clue.
 

Sirwalterraleigh

Premium Member
Point being, while WB/DC is rightfully viewed as a mess, it at least has some positives to show for it and a plan going forward. Can anyone tell me what LFL’s theatrical release plan is, other than signing a hot director to a lucrative development deal only to cancel the project a year or two later?
It’s all tangled in the D+ mess…and their IP “crisis of management”

As far as “hot director” goes…it doesn’t take that…it takes a fan. The stats on their directors have been abysmal when you lay them out
 

ctrlaltdel

Well-Known Member
I'm pretty confident that a new SW movie will make the current held date around Christmas 2025. They are pretty deep into pre-production on a Damon Lindelof stewarded project, as has been reported by the trades for months at this point.
 

UNCgolf

Well-Known Member
Yeah his TV cred is pretty impeccable IMO, movies are a mixed bag, most of the time he's a high-profile hired gun to clean up a mess of a script.

I don't know if I'd call it impeccable, considering Lost devolved into complete nonsense by the end, but his TV track record is definitely better than his movies. I don't think he's credited as the writer on any movies with good writing.
 

Tha Realest

Well-Known Member
I'm pretty confident that a new SW movie will make the current held date around Christmas 2025. They are pretty deep into pre-production on a Damon Lindelof stewarded project, as has been reported by the trades for months at this point.
Even if that's true, WB/DC will have put out a half dozen films between now and then, as well as a number of series, including those just announced by the new Gunn/Safran leadership. A six year gap between theatrical films is not what they expected when they acquired this IP
 

V_L_Raptor

Well-Known Member
In terms of the history of large spends getting announced in earnings calls... Was any of the NextGen horse hockey announced in an earnings call?
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster
As far as Pixar, “but Covid!?!” does t seem to have affected Universal/Dreamworks/Illumination.
Here are all the Illumination films "during COVID"

1675727999910.png


Good for Sing 2 bucking the trend. Of course, if you don't release a lot of films during a pandemic then a lot of them can't be affected by the pandemic.

Now, Dreamworks....

1675728094603.png


Ouch.

But I'm sure COVID had nothing to do with that.
 

Tha Realest

Well-Known Member
Here are all the Illumination films "during COVID"

View attachment 696841

Good for Sing 2 bucking the trend. Of course, if you don't release a lot of films during a pandemic then a lot of them can't be affected by the pandemic.

Now, Dreamworks....

View attachment 696842

Ouch.

But I'm sure COVID had nothing to do with that.
I noticed you don’t show Minions: The Rise of Gru ($959M) or Puss in Boots: The Last Wish ($555M and counting). Can’t imagine why.

It is noteworthy that Boss Baby 2 made twice as much during Omicron as Strange World did, when the latter had virtually no family film competition at the box office.

Good for The Bad Guys- a healthy ROI and earned more than Lightyear despite having a third it’s budget!
 

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