Agent H
Well-Known Member
No more like if I want to watch phineas and ferb for the 947th time
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News Disney’s Q1 FY25 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Agent H
Well-Known Member
Thank you for admitting this like I’d rather rebuy all those dvds of Disney movies I threw away 6 years ago
Agent H
Well-Known Member
I don’t know Josh wears a mean sweater
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TrainsOfDisney
Well-Known Member
I actually think Disney made a huge mistake by trying to compete with other streaming services. Pre-Iger - Disney created lots of demand and value with “the Disney Vault” - meaning each classic movie had an inflated value.
Disney+ should have been “Disney Vault on Demand” or something like that - and sold for yearly subscriptions only at a much higher price with very little original content. It would have increased the brand value, and probably been profitable in the first year since there would be no cost to acquire new content and other studios.
The offers on Disney+ is not the problem.
Ayla
Well-Known Member
*snerk*
Agent H
Well-Known Member
true the Disney vault was one of the few good ideas chapak had but as it currently stands for what I want from a streaming service it’s the best one imo on almost every other streaming service there’s only a handful of things I want to watch here’s some examples on Netflix I only really watch ninjago the Jurassic Park series and stranger things max only really friends peacock the Jurassic Park movies Amazon nothing if I lived on my own I wouldn’t even have this one Hulu okay what they did with Hulu was stupid what was the point of making that content available on Disney+ if I still have to be subscribed to Hulu to get it?!
And what happens with all the cord cutting? How does the Vault make up for the loss of tens of billions of dollars from the decline of cable and broadcast?
Q1 sweater fashion.
TrainsOfDisney
Well-Known Member
Well Disney+ didn’t do that for years so it wasn’t an overly pressing issue.
brb1006
Well-Known Member
You're not alone on that one.
brb1006
Well-Known Member
And that's just the tip of the iceburg.
Agent H
Well-Known Member
brb1006
Well-Known Member
Moth
Well-Known Member
Okay, gonna fight some stuff here
-Planet of the Apes wasn't a bomb. While we haven't gotten an official statement on it, Disney wouldn't greenlight a sequel if it bombed and box office shows it made back its budget and then some but falls SLIGHTLY short of the rule of thumb 2.5x multiplier. ($397m vs $400), likely was made up by home video sales. Wasn't a critical bomb at all.
-Alien DEFINITELY wasn't a bomb, that's just misinformation. $80 million budget and making $350 million? Second highest grossing of the series??? Wasn't a critical bomb either. Definitely would put into "Winner" category.
-Mufasa has yet to end it's theatrical run and has passed the rule of thumb 2.5x break even point. It's likely in the green at this point.
Also I think Disney is shaping up for a strong 2025 film wise, I see Captain America going north of $500m, Stitch touching a billion, F4 going north of $600m*, Zootopia 2 crossing one billion and Predator: Badlands doing a breakout run like Romulus did last year if it's good.
Oh yeah, and Avatar 3.
*hesitant, I'm excited for the film, but I think it hinges on how Superman and Jurassic World play out. I think the audience interest is there for it though, but the Muppet comparison is fitting.
First off the 2.5 multiplier is accurate only for domestic box office. International distribution, particularly in certain parts of the world, such as China, for example, take significantly less of the box office for the studios. But for the sake of discussion, let’s go by the conservative numbers.
Except it was. Having a tent pole attraction of a major franchise under perform and lose money at the box office like this is a bomb. Physical media home video sales don’t exist anymore and streaming rights for a Disney property to a Disney distribution. Direct to consumer streaming service is like taking money out of your left pocket and putting in your right pocket.
Adjusted for inflation it was 4th.
It eeked out profit and underperformed. Its predecessor by several hundred million dollars.
Captain America’s budget is north of $300 million. It’s been shot three times this movie needs close to $1 billion just to breakeven it won’t come even close early tracking has has its opening weekend slightly hit ahead of the marvels, which was a complete disaster.
Snow White has been delayed and shot several times and also has a budget north of $300 million. It will also need to bring in close to $1 billion just to break even it won’t come even close.
Fantastic 4 as well as thunderbolts are franchisees that no one will care about and have little excitement about.
As was said before, if it makes only $1.5b people will be disappointed.
The only three movies that have a very good chance of breaking and exceeding 1 billion are Lilo and stitch Zootopia two and avatar everything else won’t be noticeable.
Vegas Disney Fan
Well-Known Member
I was watching one of the Disney “news” sites summaries of todays report and they said D+ had its most profitable quarter ever despite losing 700,000 subs.
I don’t recall seeing that stat in the release here, or in the forums, is that accurate? Was that loss from actual D+ subscribers or was that from cheaper subscriptions like Hotstar?
I don’t recall seeing that stat in the release here, or in the forums, is that accurate? Was that loss from actual D+ subscribers or was that from cheaper subscriptions like Hotstar?
Moth
Well-Known Member
@monothingie
Apes is a confusing case for me because it's weird to see Disney double down on it and approve sequels when it becomes 'why would they?'. It's not like they're doing it "for the prestige", it's Planet of the Apes for crying out loud. I think it made profit somehow because I don't see Disney being the company to immediately invest into sequels for a bombed first film.
I ain't no Pixie Duster, and I equally scratched my head when I had to double check and see Mufasa somehow crawled to $600+.
Captain America is gonna look good on sheets until they drop the real budget unceremoniously in an article 2 years from now.
Snow White lol lmao, that's not catching on. I'm with you on these two.
Thunderbolts is dead in the water, but something about Fantastic Four has caught on with the general public slightly, it hasn't generated the same buzz Superman's trailer did. And I don't think riding on Pedro Pascal's star power is going to help that much.
Avatar 3 is an interesting case because if you asked me how much Avatar 2 was going to make, I'd go "oh, probably one billion best case", and for years I assumed it tapped out at $1.5 billion. Anyways it somehow did $2.3 billion, and that was with China under lockdown then. I feel like Avatar 3 might hit around the same mark? But I'm not sure if the appetite is there, Avatar 2 was a decade and then some change lead up, there was some hunger going into it, Avatar 3 is just a three year gap.
Unless it's a critical homerun, I feel your prediction of $1.5 billion is realistic, where it can be labeled a disappointment.
I feel Disney is going to have a rough first part of the year, capstoned by Elio flopping with Stitch softening the blow, they're gonna pray F4 makes up for it, and then see the Zootopia 2 and Avatar 3 performances back to back hopefully set the world on fire.
Apes is a confusing case for me because it's weird to see Disney double down on it and approve sequels when it becomes 'why would they?'. It's not like they're doing it "for the prestige", it's Planet of the Apes for crying out loud. I think it made profit somehow because I don't see Disney being the company to immediately invest into sequels for a bombed first film.
I ain't no Pixie Duster, and I equally scratched my head when I had to double check and see Mufasa somehow crawled to $600+.
Captain America is gonna look good on sheets until they drop the real budget unceremoniously in an article 2 years from now.
Snow White lol lmao, that's not catching on. I'm with you on these two.
Thunderbolts is dead in the water, but something about Fantastic Four has caught on with the general public slightly, it hasn't generated the same buzz Superman's trailer did. And I don't think riding on Pedro Pascal's star power is going to help that much.
Avatar 3 is an interesting case because if you asked me how much Avatar 2 was going to make, I'd go "oh, probably one billion best case", and for years I assumed it tapped out at $1.5 billion. Anyways it somehow did $2.3 billion, and that was with China under lockdown then. I feel like Avatar 3 might hit around the same mark? But I'm not sure if the appetite is there, Avatar 2 was a decade and then some change lead up, there was some hunger going into it, Avatar 3 is just a three year gap.
Unless it's a critical homerun, I feel your prediction of $1.5 billion is realistic, where it can be labeled a disappointment.
I feel Disney is going to have a rough first part of the year, capstoned by Elio flopping with Stitch softening the blow, they're gonna pray F4 makes up for it, and then see the Zootopia 2 and Avatar 3 performances back to back hopefully set the world on fire.