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

[Disney Irish]

Disney obviously has a huge trust issue. Interesting acknowledgment from the Annual SEC report.

In its annual SEC report, Disney acknowledges that “we face risks relating to misalignment with public and consumer tastes and preferences for entertainment, travel and consumer products.” In an implied nod to Smith, the company observes that “the success of our businesses depends on our ability to consistently create compelling content,” and that “Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands.”

If you're going to quote an opinion piece at least link to the source from where you got it.

 

[CinematicFusion]

If you're going to quote an opinion piece at least link to the source from where you got it.

It's in the SEC filing but it's been reported in The Hill and other papers across the internet.

annual SEC report, Disney acknowledges that “we face risks relating to misalignment with public and consumer tastes and preferences for entertainment, travel and consumer products.” “the success of our businesses depends on our ability to consistently create compelling content,” and that “Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands.”

Does this mean Disney's creative eye will change over the next 5 years? We shall see.

 

[Disney Irish]

It's in the SEC filing.

Except its not, its from an opinion piece. The bit about "nod to Smith" is no where in the SEC filing. So its someones opinion about a section in the SEC filing, not the SEC filing itself. Hence why you should link to the article in which it comes from.

 

[CinematicFusion]

Except its not, its from an opinion piece. The bit about "nod to Smith" is no where in the SEC filing. So its someones opinion about a section in the SEC filing, not the SEC filing itself. Hence why you should link to the article in which it comes from.

My apologies, it's my purpose for you to draw your own conclusions based on the information Walt Disney gave us in it's SEC filing. Below is not an opinion piece.
A recent company filing with the Securities and Exchange Commission included a reference to “risks relating to misalignment with public and consumer tastes.”

“Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance,” the company said in its SEC filing.

Disney went on to note that “consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands.”

 

[Disney Irish]

My apologies, it's my purpose for you to draw your own conclusions based on the information Walt Disney gave us in it's SEC filing.

Except you keep quoting from sources that are not from the SEC filing. You're copy/pasting from an article that has drawn its own conclusions, and so without giving the article it cannot be judge based on its own merits. This shows that either the article cannot stand on its own, or its goes against this sites own rules.

 

[CinematicFusion]

Except you keep quoting from sources that are not from the SEC filing. You're copy/pasting from an article that has drawn its own conclusions, and so without giving the article it can be judge based on its own merits. This shows that either the article cannot stand on its own, or its goes against this sites own rules.

A recent company filing with the Securities and Exchange Commission included a reference to “risks relating to misalignment with public and consumer tastes.”

“Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance,” the company said in its SEC filing.

Disney went on to note that “consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands.”

It's in the company SEC Filing.
What's your concern on what Disney said?

 

[erasure fan1]

I don't have all the answer, nor do I get paid to come up with them. But I can say that they need to continue (or get back to) appealing to everyone not just a certain demographic. The characters and story arcs that do that best is what should be used.

That's really my point. Maybe they're trying to solve a problem that wasn't actually there? Again, that doesn't mean drop all diversity. But they had a winning formula that was enjoyed by just about everyone, even if it was more male centric. Did they make some mistakes? Of course they did. Black widow should have had her solo movie sometime in phase 2. Or at least have been before Captain marvel. I don't have the answers either, but it seemed they were appealing to a pretty large group already.

 

[CinematicFusion]

Disney told investors that the company's revenues and profits "are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our positions on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely, and present risks to our reputation and brands."

 

[Disney Irish]

A recent company filing with the Securities and Exchange Commission included a reference to “risks relating to misalignment with public and consumer tastes.”

“Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance,” the company said in its SEC filing.

Disney went on to note that “consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands.”

It's in the company SEC Filing.
What's your concern on what Disney said?

Once again you're quoting from an article, there is even still links that point to another NY Post article that the original article quoted from. At least provide the article you're quoting from, let it stand on its own.

 

[Disney Irish]

Disney told investors that the company's revenues and profits "are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our positions on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely, and present risks to our reputation and brands."

The SEC filing said this:

"Changes in technology, in consumer consumption patterns and in how entertainment products are created affect demand for our entertainment products, the revenue we can generate from these products and the cost of producing or distributing these products."

SEC FIling

That is how you quote from the SEC filing.

 

[Disney Irish]

That's really my point. Maybe they're trying to solve a problem that wasn't actually there? Again, that doesn't mean drop all diversity. But they had a winning formula that was enjoyed by just about everyone, even if it was more male centric. Did they make some mistakes? Of course they did. Black widow should have had her solo movie sometime in phase 2. Or at least have been before Captain marvel. I don't have the answers either, but it seemed they were appealing to a pretty large group already.

I agree that the Black Widow movie should have come earlier than it did. But really were they trying to "solve a problem" or were they just trying to expand the characters they used to tell stories with? Dunno, guess that is left for history to decide.

 

[CinematicFusion]

The SEC filing said this:

"Changes in technology, in consumer consumption patterns and in how entertainment products are created affect demand for our entertainment products, the revenue we can generate from these products and the cost of producing or distributing these products."

SEC FIling

That is how you quote from the SEC filing.

So Disney didn't say this in their SEC filing?
Disney told investors that the company's revenues and profits "are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our positions on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely, and present risks to our reputation and brands."

 

[CinematicFusion]

Disney’s Magic Fades As Company Admits Being At Odds With Consumers In Recent SEC Report​

 

[Disney Irish]

So Disney didn't say this in their SEC filing?
Disney told investors that the company's revenues and profits "are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our positions on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely, and present risks to our reputation and brands."

Its taken out of context of a larger section of the SEC filing. Its a snippet used in an article, originally from a Fox article, that is part of someones opinion.

Here is that whole section in which that small snippet was pulled -

"Our businesses create entertainment, travel and consumer products whose success depends substantially on consumer tastes and preferences that change in often unpredictable ways. The success of our businesses depends on our ability to consistently create compelling content, which may be distributed, among other ways, through broadcast, cable, theaters, internet or mobile technology, and used in theme park attractions, hotels and other resort facilities and travel experiences and consumer products. Such distribution must meet the changing preferences of the broad consumer market and respond to competition from an expanding array of choices facilitated by technological developments in the delivery of content. The success of our theme parks, resorts, cruise ships and experiences, as well as our theatrical releases, depends on demand for public or out-of-home entertainment experiences. Demand for certain out-of-home entertainment experiences, such as theater-going to watch movies, has not returned to pre-pandemic levels. In addition, many of our businesses increasingly depend on acceptance of our offerings and products by consumers outside the U.S. The success of our businesses therefore depends on our ability to successfully predict and adapt to changing consumer tastes and preferences outside as well as inside the U.S. Moreover, we must often invest substantial amounts in content production and acquisition, acquisition of sports rights, launch of new sports-related studio programming, theme park attractions, cruise ships or hotels and other facilities or customer facing platforms before we know the extent to which these products will earn consumer acceptance, and these products may be introduced into a significantly different market or economic or social climate from the one we anticipated at the time of the investment decisions. Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands. Consumer tastes and preferences impact, among other items, revenue from advertising sales (which are based in part on ratings for the programs in which advertisements air), affiliate fees, subscription fees, theatrical film receipts, the license of rights to other distributors, theme park admissions, hotel room charges and merchandise, food and beverage sales, sales of licensed consumer products or sales of our other consumer products and services."

 

[Jedijax719]

You go “all girl” Star Wars and you anger a huge, loyal fanbase…they didn’t “expand it” at all…

You go away from it to setting all your stream shows with constant return of the Jedi references to counter that…you get constant /grief for that for regression…





…go ahead and flame me…that’s EXACTLY what the bobs tried…to launch a “cost controlled” new franchise…

I’ll take it…Fire away.

They made old man Indy with the mandatory rey clone…and when that failed probably blamed the audience and said: “we can’t win…what do these geeks want?!?”

No old man Indy…you burned that up with han “cash the check” solo. An idiot coulda figured that one out too.

I give them a lot of credit on how they tried to frame haunted mansions story…but they made it completely stupid - we’ve seen that before - and defeated the whole attempt. They are the last people in Hollywood to realize that the audience does NOT want to be reminded they’re watching something silly every 30 seconds

Or Bland. Stop making cartoons into live action so you can make them cartoons in 10 years again (they’ll NEVER FIGURE IT OUT! )

Stop making slapstick adventures

Stop making slapstick scary movies

Stop making remakes of beloved movies
…did that TWICE and it all went sideways.
Couldn’t get Mary Poppins off the ground…how the hell can Disney not do THAT?!?

they ruin everything…it kills any interest in things that do go in a different direction…like Christopher Robin…recently Elemental…

Stop
Stop
Stop
Stopitty, stop stop stop


And for gods sakes…stop being smug when you fail, blame the audience in your press heathens when you fail…and then a week later say the failure was “imagined”

You go on and on about what they shouldn't do. What about what they SHOULD do instead?

 

[CinematicFusion]

Its taken out of context of a larger section of the SEC filing. Its a snippet used in an article, originally from a Fox article, that is part of someones opinion.

Here is that whole section in which that small snippet was pulled -

"Our businesses create entertainment, travel and consumer products whose success depends substantially on consumer tastes and preferences that change in often unpredictable ways. The success of our businesses depends on our ability to consistently create compelling content, which may be distributed, among other ways, through broadcast, cable, theaters, internet or mobile technology, and used in theme park attractions, hotels and other resort facilities and travel experiences and consumer products. Such distribution must meet the changing preferences of the broad consumer market and respond to competition from an expanding array of choices facilitated by technological developments in the delivery of content. The success of our theme parks, resorts, cruise ships and experiences, as well as our theatrical releases, depends on demand for public or out-of-home entertainment experiences. Demand for certain out-of-home entertainment experiences, such as theater-going to watch movies, has not returned to pre-pandemic levels. In addition, many of our businesses increasingly depend on acceptance of our offerings and products by consumers outside the U.S. The success of our businesses therefore depends on our ability to successfully predict and adapt to changing consumer tastes and preferences outside as well as inside the U.S. Moreover, we must often invest substantial amounts in content production and acquisition, acquisition of sports rights, launch of new sports-related studio programming, theme park attractions, cruise ships or hotels and other facilities or customer facing platforms before we know the extent to which these products will earn consumer acceptance, and these products may be introduced into a significantly different market or economic or social climate from the one we anticipated at the time of the investment decisions. Generally, our revenues and profitability are adversely impacted when our entertainment offerings and products, as well as our methods to make our offerings and products available to consumers, do not achieve sufficient consumer acceptance. Further, consumers’ perceptions of our position on matters of public interest, including our efforts to achieve certain of our environmental and social goals, often differ widely and present risks to our reputation and brands. Consumer tastes and preferences impact, among other items, revenue from advertising sales (which are based in part on ratings for the programs in which advertisements air), affiliate fees, subscription fees, theatrical film receipts, the license of rights to other distributors, theme park admissions, hotel room charges and merchandise, food and beverage sales, sales of licensed consumer products or sales of our other consumer products and services."

Doesn’t sound like it’s taken out of context… sounds like it’s a bullet point to me.
Disney sounds concerned it might be losing a segment of the population and that might hurt revenue and their brand reputation.
See it was there, you and I are on the same page.

 

[Disney Irish]

Doesn’t sound like it’s taken out of context… sounds like it’s a bullet point to me.
Disney sounds concerned it might be losing a segment of the population and that might hurt revenue and their brand reputation.
See it was there, you and I are on the same page.

It was taken out of context from a larger section where they talk about the many things affecting there products, not just consumer perception. And its no surprise that Disney is aware of how the public is viewing their products. This isn't some new revelation, it was said on the earnings call which is why its in the SEC filing.

It was also from an article that was already posted in one of these threads several days ago.

 

[flynnibus]

An interesting take from Variety about the end of year prospects from theatre folks

Christmas at the Box Office Hinges on ‘Aquaman 2.’ Movie Theater Owners Are Worried.

Hollywood usually ends the year with at least one surefire blockbuster, but this holiday lacks another "Avatar" at the box office.

variety.com

 

[CinematicFusion]

It was taken out of context from a larger section where they talk about the many things affecting there products, not just consumer perception. And its no surprise that Disney is aware of how the public is viewing their products. This isn't some new revelation, it was said on the earnings call which is why its in the SEC filing.

It was also from an article that was already posted in one of these threads several days ago.

It’s not a new revelation for sure, people have been upset with Disney for sometime now.

 

[Disgruntled Walt]

Yes, because Disney put the completed Snow White in the deep freeze now and won't release it until 2025, there is no new movie coming from any Disney studio until Memorial Day Weekend, 2024 when Planet of the Apes 7 (or is it 8?) is released by 20th Century Studios.

Zip-a-dee-doo-dah, zip-a-dee-ay. My, oh my...

I can't believe a new Disney movie is going to reference this song!