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

DisneyHead123

Well-Known Member
This is really going to become a thing. This is similar to the deal Disney just made with Charter.

The new subs would be sold to the distributor at a discounted price for the ad tiers. So the streamers get new subs plus revenue from the ads. So I don't see where there is a loss in revenue here as any "loss" from the sub fee is made up by the ad revenue.
But the streamers could offer ad tiers without a discount, correct? So they are still losing money on subscriptions, unless the uptick is enough to overcome this. It's betting on the old "selling in bulk" model. Unless there's enough benefit to a third party to subsidize this kind of thing:

To be certain, it is not clear whether Netflix is offering a wholesale price to Verizon or how the discount cost is being shared among the three companies, but the 40 percent discount suggests that either Verizon, Warner Bros. Discovery, Netflix or some combination thereof is helping to subsidize those costs.
 

Disney Irish

Premium Member
But the streamers could offer ad tiers without a discount, correct? So they are still losing money on subscriptions, unless the uptick is enough to overcome this. It's betting on the old "selling in bulk" model. Unless there's enough benefit to a third party to subsidize this kind of thing:
They already do offer the ad tier without the discount. So someone can sub to that same ad tier without the bundled offer, if they wanted just the single service. But since its getting multiple services for one price consumers would likely opt for the bundle.

And the reason why the "sell in bulk" model works is because you make more in the long run than any potential loss in the short run. Also this is no different than when the teleco's offered to subsidize the price of the phone in order to get you locked into a two year contract. They made more off of you in the long run than they did by paying for the phone.
 

Heppenheimer

Well-Known Member
Link:

He might be on to something here.
Reminds me of something Matt Groening once said when asked if he based Comic Book Guy on a particular comic store owner. "No, I based him on EVERY comic book store owner!" I was just waiting for this guy to say "Worst... update... EVER!"

And then it just hit me what a weird world we now live in that The Simpsons are owned by Disney.
 

CinematicFusion

Well-Known Member
I don’t understand. No, I don’t think there is a neat correlation between a film’s box-office success and its quality. Often, yes, but certainly not always.
No… rise of the Anti-Disney users on YouTube. Do you think there is a correlation between the many channels on YouTube making money on pointing out Disney’s failures.
There is a huge audience for this.
Here is another guy called Critical Drinker. Almost 2 million followers..
Link:
The Marvels was doomed from the start
 

Heppenheimer

Well-Known Member
No… rise of the Anti-Disney users on YouTube. Do you think there is a correlation between the many channels on YouTube making money on pointing out Disney’s failures.
There is a huge audience for this.
Here is another guy called Critical Drinker. Almost 2 million followers..
Link:
The Marvels was doomed from the start
The Critical Drinker is probably the best of the lot. His videos can sometimes be a little on the coarse side, but his critiques are actually often quite thoughtful (some of the people that he invites as guests on his show can be rather less thoughtful, though).
 

Casper Gutman

Well-Known Member
No… rise of the Anti-Disney users on YouTube. Do you think there is a correlation between the many channels on YouTube making money on pointing out Disney’s failures.
There is a huge audience for this.
Here is another guy called Critical Drinker. Almost 2 million followers..
Link:
The Marvels was doomed from the start
Yes, we know there is a massive, powerful, lucrative network of outrage peddlers that includes some of the most powerful people and media outlets in the country and that YouTube is an integral, radicalizing element of this. Selling rage is very profitable.
 
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LittleBuford

Well-Known Member
No… rise of the Anti-Disney users on YouTube. Do you think there is a correlation between the many channels on YouTube making money on pointing out Disney’s failures.
There is a huge audience for this.
Here is another guy called Critical Drinker. Almost 2 million followers..
Link:
The Marvels was doomed from the start
Again, I may not be understanding you, but if you’re asking what I think you are, I do believe the ideological negativity being directed at Disney is having some impact on box-office performance. How much I can’t say, but it does seem to be a factor.
 

CinematicFusion

Well-Known Member
Yes, we know their is a massive, powerful, lucrative network of outrage peddlers that includes some of the most powerful people and media outlets in the country and that YouTube is an integral, radicalizing element of this. Selling rage is very profitable.
Do you believe these views have hurt Disney in recent years? These are well made critical arguments from talented podcast… why else would so many people watch.
No one has shown up recently to Disney movies. My girls watch YouTube more than any other channel and they are 12.
They don’t watch Disney Plus.
 

Heppenheimer

Well-Known Member
Yes, we know there is a massive, powerful, lucrative network of outrage peddlers that includes some of the most powerful people and media outlets in the country and that YouTube is an integral, radicalizing element of this. Selling rage is very profitable.
Maybe actually listen to some of their critiques before just lumping them all into "outrage peddlers"? Some of them certainly are nothing more than right-wing hacks, but some of the better ones have pretty incisive arguments on the recent weaknesses in cinematic storytelling.

Heck, most of the ones that make it onto my Youtube feed aren't even American, and these are hardly "powerful people" or "medial outlets".
 

Vegas Disney Fan

Well-Known Member
The Critical Drinker is probably the best of the lot. His videos can sometimes be a little on the coarse side, but his critiques are actually often quite thoughtful (some of the people that he invites as guests on his show can be rather less thoughtful, though).
It should be troubling to Disney that some of the anti-Disney YouTubers are getting nearly as many views as their hundred million dollar films, especially when their arguments are valid.

That said I hate YouTube’s algorithms, I’ve watched a few of the links provided here and now YouTube is recommending (what seems like) every anti-Disney site on their app. Watching a few anti Disney sites shouldn’t undo a decade of watching primarily Disney fan sites.
 

_caleb

Well-Known Member
Here’s the problem with extending the theatrical window/D+ window. Studios have finite marketing budget, and when a film does poorly even less to market the film on digital or home video. So, that’s why you see films pop up quickly to purchase on digital and the like, to take advantage of the film remaining in the public consciousness. They generally only pull this lever once they’ve tapped out on their theatrical returns. So this problem really becomes chronic and exacerbated when you have movie after movie fail to land in theaters, and the studios want to maximize their marketing spend as much as possible.

Left to their own devices, I think they’d prefer to go the Elemental route. But, who is going to still rush out to buy (or remember) Wish or Marvels come April or May or June?
Exactly! Box office is basically determined by opening weekend at this point. If opening isn't strong, they know revenue is going to be low, so why NOT dump it to Disney+ and at least leverage what they've already put into promotion of the film to point people to D+?
 

_caleb

Well-Known Member
It should be troubling to Disney that some of the anti-Disney YouTubers are getting nearly as many views as their hundred million dollar films, especially when their arguments are valid.

That said I hate YouTube’s algorithms, I’ve watched a few of the links provided here and now YouTube is recommending (what seems like) every anti-Disney site on their app. Watching a few anti Disney sites shouldn’t undo a decade of watching primarily Disney fan sites.
It's the same as what we see from some posters here on WDW Magic– trolls who just want to bash, pick nits, and mock for clicks/likes. I'm not talking about legitimate critique here, but all the political and social agenda stuff.

There's now an entire industry around creating negative/trolling content, tapping into the current social angst. It's way more catchy and sharable than anything Disney's official social media team can put out.
 

LittleBuford

Well-Known Member
I mean, these are just random YouTube posters, it’s not as if the most popular social commentary/satire television show in the country did an entire hour long special mocking Disney on this very topic - oh, wait….

View attachment 757618
I don’t think anyone would deny that this Culture War stuff is very much mainstream.

It’s certainly one of the saddest things I’ve witnessed in my lifetime.
 

CinematicFusion

Well-Known Member
The Critical Drinker is probably the best of the lot. His videos can sometimes be a little on the coarse side, but his critiques are actually often quite thoughtful (some of the people that he invites as guests on his show can be rather less thoughtful, though).
yeah.. that guy is entertaining and has some very solid points.
 

_caleb

Well-Known Member
My two cents on how Disney will eventually need to proceed, because this is the only thing that makes financial sense to me:
Good thoughts! Thanks for sharing.
- They will need about three tiers of D+. A free tier (or a return to a cable channel), a paid subscription tier, and a premium content tier. Free because I think they are losing this generation of kids without something that's more universally available.
I think the "free" tier is going to be YouTube.
When I would ask kids what their favorite shows are, a few years ago I used to hear "Big City Greens" a lot. Since the Disney Channel is no more, I never hear that answer. Even mentions of Bluey have fallen quite a bit. Kids seem to be watching Naruto, Mr. Beast, and playing endless Roblox at this point. There are so many more young immigrant families just starting out in the US these days, and many don't have these paid subscription services. If some large percentage of kids never see a show, that stops buzz about the show in its tracks. Kids want to watch what other kids are watching.
They're aware of what they have/had in Bluey. I'm expecting a lot more anime and Mr. Beast-style "give money away but make it inspirational" sort of stuff because it's so cheap to make.
- I think they need to send theater releases to premium access for quite some time. I also think they need to experiment with new movie formats for this generation of kids. I think there will always be a place for classic storytelling - the classic hero's journey arc with drama and emotion and maybe musical numbers. But I also think that kids want movies that are goofy, silly, fast-paced, and, let's be honest, maybe eye roll worthy to the adults who take them (but as a parent, I can say that if a movie will get my kid to sit still and stop bouncing off the walls for 90 minutes, I will still happily take him while rolling my eyes and enjoying 90 minutes of chilling out eating popcorn.) That has probably always been a tendency with kids but for this generation, growing up with bite-sized chunks of action on Youtube shows, I think it applies even more.
I agree. They're working on alternative stuff, but everyone keeps evaluating it based on big-budget blockbuster films! They need to differentiate more.

I don't agree about premium access. I think they tried it and it doesn't work. Honestly, I think they're going to have to embrace a model that has all general content production covered by subscription/ads, and upcharge for access to behind-the-scenes, fan discussion, merch, and "influencer" commentary-type stuff.
 

CinematicFusion

Well-Known Member
It should be troubling to Disney that some of the anti-Disney YouTubers are getting nearly as many views as their hundred million dollar films, especially when their arguments are valid.

That said I hate YouTube’s algorithms, I’ve watched a few of the links provided here and now YouTube is recommending (what seems like) every anti-Disney site on their app. Watching a few anti Disney sites shouldn’t undo a decade of watching primarily Disney fan sites.
YouTube Algorithm is interesting when you consider how many young children watch YouTube.
84 per cent of kids say YouTube is the main way they consume video content, with 40 per cent of kids spending up to two hours a day on YouTube.Jan 19, 2023
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https://advanced-television.com › st...

 

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