Disney (and others) at the Box Office - Current State of Affairs

celluloid

Well-Known Member
I know Disney is trying to not condition people to wait for D+. But HM just seems like a good opportunity with how poorly it's done in the theater. The Halloween push for D+ seems to be its best bet for a chance at a 2nd life. If it hits D+ in November or something, I don't see it making any real noise.

It makes the Mission Impossible Dead Reckoning thing all the more interesting that it poped up a spot with a 14 percent increase this weekend above HM as MI comes to Paramount Plus in a week and a half.
 

celluloid

Well-Known Member
You do realize that HM is still releasing in other countries, right?

I mean Japan doesn't have its release until September 1st.

So I can't see Disney pulling it the same weekend "Labor Day" its releasing in a major market.

But I guess we'll see.

Japan is a very different country and an 11minimum form LAX and 14 or more hour flight from many parts of the US. They will be fine not having it play in theaters in the US while it makes a few million oveseas. It happens all of the time.
 

Disney Irish

Premium Member
I know Disney is trying to not condition people to wait for D+. But HM just seems like a good opportunity with how poorly it's done in the theater. The Halloween push for D+ seems to be its best bet for a chance at a 2nd life. If it hits D+ in November or something, I don't see it making any real noise.
I would guess its going to remain until mid-September, around Sept 15th, which is when Haunting in Venice comes out.

That would still leave enough time to be put on D+ for Halloween.
 

Disney Irish

Premium Member
Japan is a very different country and an 11minimum form LAX and 14 or more hour flight from many parts of the US. They will be fine not having it play in theaters in the US while it makes a few million oveseas. It happens all of the time.
Distance doesn't matter in a global world with streaming access.

If it goes to D+ while being just released in a region like Japan you lose all box office in that region.

That is why I don't think it'll leave theaters in US until mid-September at the earliest. Then go to D+ by end of September, again at the earliest.

But again we'll see, maybe they push it to D+ next week. Only time will tell.
 

celluloid

Well-Known Member
Distance doesn't matter in a global world with streaming access.

If it goes to D+ while being just released in a region like Japan you lose all box office in that region.

That is why I don't think it'll leave theaters in US until mid-September at the earliest. Then go to D+ by end of September, again at the earliest.

But again we'll see, maybe they push it to D+ next week. Only time will tell.

You are not aware then that Streaming is different per region. You can't watch many things in Japan on Disney Plus, that you can in the states and the other way around in most streaming services.

We had our own Disney Plus account on our Japan travels this summer. Many things were not available on streaming services for our kids there including Disney Plus.

So yes, Distance matters.
With the releases for the rest of August, I don't think you will find it by mid September playing many places anyway.
 
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Disney Irish

Premium Member
You are not aware then that Streaming is different per region. You can't watch many things in Japan on Disney Plus, that you can in the states and the other way around in most streaming services.

We had our own Disney Plus account on our Japan travels this summer. Many things were not available on streaming services for our kids there including Disney Plus.

With the releases for the rest of August, I don't think you will find it by mid September playing many places anyway.
My friend you are aware of this thing called a VPN that allows you to access content from all around the world on streaming services. So just because it may not be available in Japan D+ day one doesn't mean its not being viewed by Japanese D+ subscribers. Again leading to a suppressed box office.

Disney is very aware of this, trust me.

This is why Disney and other studios are trying to re-train the audience to not wait for movies to show up on D+ and other streaming services.

Again we'll see how it plays out.
 

celluloid

Well-Known Member
My friend you are aware of this thing called a VPN that allows you to access content from all around the world on streaming services. So just because it may not be available in Japan D+ day one doesn't mean its not being viewed by Japanese D+ subscribers. Again leading to a suppressed box office.

Disney is very aware of this, trust me.

This is why Disney and other studios are trying to re-train the audience to not wait for movies to show up on D+ and other streaming services.

Again we'll see how it plays out.

You are digging yourself deeper here and straying from your point. Now we are going into modern bootlegging.

There would be no major issue stopping a studio with a movie from releasing in a country theatrically while one is streaming.
Happens all the time.
You would be surprised at how Hard Copy Japan still is. Tower Records, the works. Disney Plus in Japan is not a concern for Disney.
 

Disney Irish

Premium Member
You are digging yourself deeper here and straying from your point. Now we are going into modern bootlegging.

There would be no major issue stopping a studio with a movie from releasing in a country theatrically while one is streaming.
Happens all the time.
You would be surprised at how Hard Copy Japan still is. Tower Records, the works. Disney Plus in Japan is not a concern for Disney.
If you think VPN access isn't an issue that streamers are worried about, well I got a bridge to sell you.....

Anyways as I said now numerous times, we'll see how it plays out. It could end up going deep into September as I think. Or it could be leaving by Labor Day as you think. We'll just have to wait and see.
 

celluloid

Well-Known Member
If you think VPN access isn't an issue that streamers are worried about, well I got a bridge to sell you.....

Anyways as I said now numerous times, we'll see how it plays out. It could end up going deep into September as I think. Or it could be leaving by Labor Day as you think. We'll just have to wait and see.

For sure. And for the record separate from Disney Plus. I think defacto you just will have a hard time finding it playing anywhere the week after Labor Day.
 

BrianLo

Well-Known Member
This is a weird take. Shanghi was 6 billion dollars... but it's not a 'one small window of monetized use' like a theatrical release. It's a spend on a product expected to produce for DECADES, and is collecting ticket sales every single day for decades.

I’m sort of oversimplying but I think saying the same thing you are. The losses at D+ are not one small window of monetized use either. It was about attracting and addicting a large audience then collecting monthly subscription fees for decades to come. Theatrical I see what you mean is usually a small window of monetization, except the weird success the Disney animated back catalogue has of breaking that mold.

I’m trying to say I have no problem with Disney burning cash over five years to build a new resort nor do I think (retrospectively) their idea to burn cash to build their own steaming service from the ground up was a bad idea, either.

They got up to scale very, very quickly and Chapek sort of lost the plot in trying to be bigger than Netflix as the end goal.
 

Robbiem

Well-Known Member
Can someone please explain how a movie’s profit on streaming works? Do the studios assign a value to each view or something?

I guess for me the other issue with streaming is how you separate out people keeping the subscription because of the movie vs watching it because they have paid for something else and it’s available. In the old days of physical home media you picked your VHS, DVD etc but now you are more likely to watch something because it pops up so its more like TV

I know for example I have no real interest in Marvel movies but when I subscribe to Disney plus to watch Ashoka I might watch some because they are there if I’ve not seen them. If I didn’t have the sub already I wouldn’t bother unless they were on TV. If you counted me as a profit driver your really just making up profits but I can’t see how you can break it down to a level where you know if people have paid for your service because of the movie or watch the movie because its on the service
 

Disney Irish

Premium Member
BTW, for those keeping track MI:7 box office numbers for this weekend were revised down. So there was no 14% increase on Friday, it was actually a 33.7% drop week-over-week on Friday. Meaning that HM is still beating it daily since HM opened, not that its really all that comparable beyond that.

This is why trying to compare one movie to another week-over-week is silly because the numbers get revised constantly.
 

TP2000

Well-Known Member
Box Office data is now out for this weekend. A few key takeaways I see here...
  • Sound of Freedom that Disney refused to release just passed Indy 5 at the domestic box office, and passed Elemental weeks ago.
  • Haunted Mansion sinking fast domestically. The overseas numbers won't be in until Tuesday, but... oof.
  • Barbie is still #1, as she reigns supreme over the entire summer. If not year.

August 2nd Weekend.jpg


 

BrianLo

Well-Known Member
Can someone please explain how a movie’s profit on streaming works? Do the studios assign a value to each view or something?

I guess for me the other issue with streaming is how you separate out people keeping the subscription because of the movie vs watching it because they have paid for something else and it’s available. In the old days of physical home media you picked your VHS, DVD etc but now you are more likely to watch something because it pops up so its more like TV

I know for example I have no real interest in Marvel movies but when I subscribe to Disney plus to watch Ashoka I might watch some because they are there if I’ve not seen them. If I didn’t have the sub already I wouldn’t bother unless they were on TV. If you counted me as a profit driver your really just making up profits but I can’t see how you can break it down to a level where you know if people have paid for your service because of the movie or watch the movie because its on the service

It’s not known really, but it's not a pay per view model. This is kind of one of the whole sticking point of the strikes. The service licenses the content from the studios and pays a flat fee much as would have occurred with Netflix pre-D+. Theatrically driven movies are easy. They are content tested with audiences already at the box office. Their rough values are easier to determine. Direct to streaming is also easy. The service is merely buying the product outright from the studio and paying the costs for it. Whatever marketing it would require comes out of D+ budgets. Though direct to stream content, if that flops on the service, they have now demonstrated the willingness to write it off for a tax break by removing it. That write off occurs on the D+ side - technically.

So for example we know D+ paid a bit more for DS: MoM > Wakanda Forever > Thor Ragnarok and it paid a paltry amount to Strange World. This tracks with box office and the general expected reception.

While the formula is 'not known' and likely never will be, there are residuals that need to be paid out. This eventually lets the trades figure it out after the fact. It also puts Disney+ in a position of relative honesty. They cannot underpay for the content or the talent sues them for suppressing the contents earning. They are not going to overpay for the content either, or they really achieve nothing but paying out higher residuals. The content is all internal otherwise, technically under the broader umbrella.


What they do however do IS pay for the content. Disney+ is spending 4 billion a quarter currently on content that ensures most of it is paid for. If Secret Wars is disappointing, it technically comes out in the wash for D+. The studios recoup all their money regardless for the budget.

If a non-D+ Studio theatrical film severely underperforms in the box office AND therefore receives a small licensing fee, the Studio reports that loss. On the flip side if a movie over-indexes like Encanto on the streaming service, the studio probably doesn't see a huge increase in payout. D+ in the wash licensed out something and overall in the wash 'gained' on their platforms perception.

I don't know at what point movies stop being paid for, if ever. Presumably the content the service 'bought' as direct to streaming it just owns. But what about really old studio content. For example does D+ pay to license Snow White as part of their content budget.
 

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