Sirwalterraleigh
Premium Member
…I’m sure you were going for “cute”…but…
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Disney’s Q3 FY23 Earnings Results Webcast
- Thread starter DCBaker
- Start date
TrainsOfDisney
Well-Known Member
Do you think Pixar was worth $7.4B?
do you think Marvel was worth $4B?
Do you think Lucas was work $4B?
the_rich
Well-Known Member
Yes, to all of them. They've made money on all these deals.
Eta: marvel alone is worth over 50 billion right now.
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GhostHost1000
Premium Member
They’d be worth even more if they would make good content again
Br0ckford
Well-Known Member
Especially since this is a what have you done for me lately world, not what did you do in 2019.
Kamikaze
Well-Known Member
Extremely undervalued. All of them. They've already made that money back and more on those purchases, regardless of what you personally think of any content they release.
King (Candy Crush) sold for $5.9 billion.
VMWare (software maker) sold for $23.9 billion.
VMWare sold again for $61 billion.
We all know about Twitter.
WhatsApp sold for $22 billion.
Figma (a crappy UI design website/app) sold for $20 billion.
Activision Blizzard is going to sell for $69 billion.
Those are just a few examples of acquisitions I have kept an eye on. The only big money maker of those is the flip of VMware. I'm sure King made money for Activision but now they're wrapped into the sale to Microsoft, so its hard to actually know. They haven't really had anything come out that was successful since CC.
What Disney got those companies for was a steal.
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Not to mention that Baby Grogu is worth over $10B!!
kenny279
Active Member
Interesting thought. When I cut the cord several years ago, it was in the $30 range.
I keep it because other live tv streamers are very similar. YouTube TV (72.99) and DirectTV Stream (79.99 when I priced it). To me very competitive. It does come with Disney+ and ESPN+ bundled with it. At least right now.
floydbeatle
Active Member
Also, not everyone pays full price correct? Does Disney break out the revenue for each Verizon subscriber? I have only paid $2.99mo for Disney+ (no ads) for the past 2 years, and $1.99mo for Hulu as an add-on. I have zero intention of paying more. With tax I think I pay total $5.20 a month.
JD80
Well-Known Member
On the other side, I have three kids that watch almost nothing buy D+ and all the shows on it. High value in our household.
JD80
Well-Known Member
Huge difference between LIVE streaming TV is that I can cancel it from my phone at any time and pick it back up whenever I feel like it. Cable? Pain in the especially with the box. Not to mention "rental" fees for the cable box on top of that.
CastAStone
5th gate? Just build a new resort Bob.
Yes, easily
Yes, easily
Probably not, but it was close.
Now ask me about 21st century.
Kamikaze
Well-Known Member
Verizon pays the difference (minus any discount Disney gives them).
Disney is charging them considerably more than $3/sub.
Sirwalterraleigh
Premium Member
Absolutely…all of them bought at a discount except maybe Pixar…now
But this is the thing. The reason you buy those is near limitless earning potential. MCU has slowed…Pixar has flattened…and LFL has been near torn down
Based on what you COULD be making with better decisions.
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orky8
Well-Known Member
Yes. I would probably quit Disney+ at these inflated prices, but Verizon still pays my bill and then my 3 year D23 inaugural term can finally begin.
mikejs78
Well-Known Member
Same. I get Netflix, AppleTV+, and MLB TV free from T-Mobile. My current streaming services are Netflix, AppleTV+, Paramount+ (for Star Trek, and intermittent), the Disney bundle, Prime (only because I have a prime subscription for shipping anyways), and YouTube TV - paying for the Disney Bundle, Paramount+ (intermittently), and YouTube TV (I don't count Prime because I wouldn't subscribe to it if not for shipping; I consider that "Free" with my Prime purchase).
I am considering cancelling YouTube TV, just because it's gotten so expensive. So I'd be paying for the bundle ($19.99) and sometimes Paramount+ ($9.99) - So $30 at most on streaming per month. I'll drop ESPN+ when the prices go up, to keep the bundle at $19.99.
If I were to suddenly have to pay for Netflix, AppleTV, or Prime, I'd probably drop them, and just keep the Bundle, which would be enough for me. If there's a series I'd really want to watch on Netflix or AppleTV, I'd get it for a month and drop it.
But between the good stuff that's on Hulu, the periodic Marvel and Star Wars stuff that comes out on D+, and the endless supply of stuff for my kids, the Disney Bundle is really enough for the most part.
Sirwalterraleigh
Premium Member
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Ok I’m not the brightest bulb, I don’t pretend to be, so someone explain this to me like I’m a child.
How do you raise prices considerably for streaming while cutting content to reduce costs.
I guess maybe I would buy some argument that people will keep it to watch the theatrical releases but those aren’t resonating with the public either.
Are they really banking on the fact that parents will pay that much to have D+ babysit their kids when YouTube will do that for free?
I haven’t even opened D+ in months. I just have it because it’s free with Hulu.
Please someone fill me in on how this is going to work out in Disneys favor.
How do you raise prices considerably for streaming while cutting content to reduce costs.
I guess maybe I would buy some argument that people will keep it to watch the theatrical releases but those aren’t resonating with the public either.
Are they really banking on the fact that parents will pay that much to have D+ babysit their kids when YouTube will do that for free?
I haven’t even opened D+ in months. I just have it because it’s free with Hulu.
Please someone fill me in on how this is going to work out in Disneys favor.
mikejs78
Well-Known Member
Pixar is a victim of some bad decisions by Chapek and the current market. But the long legs of Elemental do show that Pixar still has life in it, it was just a really bad marketing decision.
The MCU has slowed, no doubt. They still do produce blockbusters though - Wakanda Forever and Guardians 3 were great successes. Ant Man was a bust, and the Disney+ content has been hit or miss, but Marvel is still doing fine.
LucasFilms needs new blood. As you may know, I'm one of those that loved TLJ and thought that ROS was a copout based on reacting to toxic fandom. But to not have another movie out in 5 years is criminal, and Indiana Jones was a disaster. The D+ content has been fairly solid though, with some shows (Mandalorian, Andor) being really good. They just need to leverage that with new good films.
Sirwalterraleigh
Premium Member
