Disney’s Q3 FY21 Earnings Results Webcast

[jpinkc]

I never thought I’d say this, but I agree. Even more so, I miss Eisner

God I cant believe I agree with this.....

 

[Dunston]

Where'd the rumor of feige leaving come from?

 

[jpinkc]

That was floating around a while back. I dont see it happening he has all the power at Marvel now.

 

[Slpy3270]

Hopefully Chapek has the ability to sell Feige and various creatives who seem mad about Disney+ on how important it is to the future of the company.

Disney+ is less profitable than theatrical and TV and so anybody who works on those projects end up with significantly less salaries. If MCU ends up being more and more reliant on D+ than box office then Feige would have to take a pay cut or walk. He will almost certainly do the latter.

 

[the.dreamfinder]

Now Perlmutter no longer runs Marvel. Buckley and Feige himself have the creative reigns with Perlmutter just being a figurehead with no power.

He owns 2 percent of the company and helped advance Chapek’s position within the country.

 

[skypilot2922]

Completely different companies. TWDC’s assets will survive in one form or another, but “Disney” is another matter entirely.

The latter may have already been lost.

Agreed, Disney's business units will end up belonging to someone else, It would be cosmic justice if Netflix bought the corpse of D+, However I don't think the TWDC corporate entity will be around 5 years from now.

 

[skypilot2922]

Hopefully Chapek has the ability to sell Feige and various creatives who seem mad about Disney+ on how important it is to the future of the company.

The problem is while D+ has a lot of subscribers it does not have a lot of compelling content, It would be better off as part of another streaming platform like AppleTV, Amazon Video, Hulu or Netflix. I still don't understand why with Disney's majority ownership of Hulu they did not make it part of Hulu, The only explanation is corporate vanity.

 

[skypilot2922]

You’re right, I just thinking what would happen if he decided to not work with Disney going forward. No Feige guiding the MCU and no Favreau (and Filoni, I grant you that) saving Disney’s bacon with Star Wars. Disney itself has proven to be an awful steward of the SW franchise.

Awful steward!!!!, Hoot Mon they killed the golden Star Wars goose a feat I did not believe to be possible.

 

[skypilot2922]

Not bad actually….

so how much are wdw annuals gonna go up Saturday when announced?

At least 15-20 percent

 

[MisterPenguin]

Disney+ is less profitable than theatrical and TV and so anybody who works on those projects end up with significantly less salaries. If MCU ends up being more and more reliant on D+ than box office then Feige would have to take a pay cut or walk. He will almost certainly do the latter.

Disney's dropping a few Billion on D+ just for new content. People will get paid.

Like many other Internet ventures, there's a lot of deficit spending in order to own the market. Then you can monetize it better and start profiting.

 

[Sirwalterraleigh]

Disney's dropping a few Billion on D+ just for new content. People will get paid.

Like many other Internet ventures, there's a lot of deficit spending in order to own the market. Then you can monetize it better and start profiting.

…you’re such an optimistic little bird

 

[HauntedPirate]

They’re going to need more than one new show every 6-8 weeks to keep people from eventually binging and purging.

 

[the.dreamfinder]

Agreed, Disney's business units will end up belonging to someone else, It would be cosmic justice if Netflix bought the corpse of D+, However I don't think the TWDC corporate entity will be around 5 years from now.

Probably Apple buys the core Disney assets and dispesnes with everything else.

 

[jmp85]

I'm sure we can put together a few thousand shares within this thread. Time to spark another Disney War -- I'm in with 100 shares

 

[TYOTimer]

I'm sure we can put together a few thousand shares within this thread. Time to spark another Disney War -- I'm in with 100 shares

Don’t worry, with Chapek’s comments today, the pitchforks are already out. From APs to DVC to locals, it’s going to be a bloodbath sooner than later.

Disney’s reckoning is coming.

 

[Chomama]

That's really what I should do... Sell Saratoga and buy Aulani.

Sell Saratoga and use the money for nicer accommodations than Disney

 

[1HAPPYGHOSTHOST]

Don’t worry, with Chapek’s comments today, the pitchforks are already out. From APs to DVC to locals, it’s going to be a bloodbath sooner than later.

Disney’s reckoning is coming.

 

[peter11435]

However I don't think the TWDC corporate entity will be around 5 years from now.

I guess time will tell but I don’t think that will be the case.

 

[castlecake2.0]

I guess time will tell but I don’t think that will be the case.

Nothings impossible, but does anyone think that could realistically happen?

 

[MisterPenguin]

Agreed, Disney's business units will end up belonging to someone else, It would be cosmic justice if Netflix bought the corpse of D+, However I don't think the TWDC corporate entity will be around 5 years from now.

You've been predicting the demise of Disney for years.

And for years you've been wrong.

If Disney can still make a profit during a world wide pandemic, it's not about to die any time soon.

Give it up.