Disney is a struggling company. I don’t see an end in sight.

Epcot81Fan

Well-Known Member
WSJ oped today:

Key point that is so often overlooked in these conversations:

"Disney’s classic options and audience base gives it an advantage over other streaming services. Parents are willing to pay a premium for content that is entertaining, educational and, most important, age-appropriate. They don’t want to have to screen shows and movies before showing them to their kids."
 
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MisterPenguin

President of Animal Kingdom
Premium Member
WSJ article today:

Key point that is so often overlooked in these conversations:

"Disney’s classic options and audience base gives it an advantage over other streaming services. Parents are willing to pay a premium for content that is entertaining, educational and, most important, age-appropriate. They don’t want to have to screen shows and movies before showing them to their kids.
There's a parental control feature on Disney+.

Also, WSJ's editorial pieces have their own culture war skew to them. Their opinion columnists exist behind a high wall from their journalism department.

So, it's just some person's opinion... not national news.
 

Vegas Disney Fan

Well-Known Member
There's a parental control feature on Disney+.

Also, WSJ's editorial pieces have their own culture war skew to them. Their opinion columnists exist behind a high wall from their journalism department.

So, it's just some person's opinion... not national news.
Who would have thought you’d ever need a parental control option on a Disney branded channel? The fact it’s even available highlights how the brand, and the perception of the brand, has changed.

Unfortunately I agree on the rest, 99% of US “news” is opinion now.
 

CinematicFusion

Well-Known Member
Original Poster
WSJ oped today:

Key point that is so often overlooked in these conversations:

"Disney’s classic options and audience base gives it an advantage over other streaming services. Parents are willing to pay a premium for content that is entertaining, educational and, most important, age-appropriate. They don’t want to have to screen shows and movies before showing them to their kids."
I believe this is what is happening with Disney. Parents don’t trust their product or the product doesn’t feel like it’s made for them. I’m basing this on subscription losses, low turn out for Disney films across the board from action to family
Films.
(Parents) They don’t want to have to screen shows and movies before showing them to their kids."

Meanwhile....

‘Barbie’ Still Gorgeous With Best YTD $162M Opening; ‘Oppenheimer’ Detonates $82M+ In Incredible $300M+ U.S. Box Office Weekend – Monday AM Update​

 
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Chi84

Premium Member
I believe this is what is happening with Disney. Parents don’t trust their product or the product doesn’t feel like it’s made for them. I’m basing this on subscription losses, low turn out for Disney films across the board from action to family
Films.


Meanwhile....

‘Barbie’ Still Gorgeous With Best YTD $162M Opening; ‘Oppenheimer’ Detonates $82M+ In Incredible $300M+ U.S. Box Office Weekend – Monday AM Update​

Maybe Disney should part with the family films altogether and go the way of Barbie and Oppenheimer?
 

Sirwalterraleigh

Premium Member
Maybe Disney should part with the family films altogether and go the way of Barbie and Oppenheimer?
They should make good movies to replenish the pipeline

I know your intent is not to say this: but “Disney” and “family film” are Kinda a dog whistle now…as in “trust it because it’s Disney”

That’s what Bob has spent 15 years running around saying: labels matter more than substance.

And that philosophy is why they have issues. The general audience doesn’t care about the labels. They’re not here playing with us.
 

CinematicFusion

Well-Known Member
Original Poster
Disney stock down to 85.36
Disney hasn't been that low since 2014. Almost 10 years ago. Disney is in trouble. With the stock price down, Disney will stop the massive creative ideas in the parks. As you have seen, massive layoffs. Rumors of selling off divisions that don't make sense anymore in the age of streaming.
Linear television is dead, it will never come back.
Streaming has yet to prove itself.
People don't trust the product Disney is putting out on the big screen since 2019... and critics have turned their backs to Disney. There was a time Disney would always get glowing reviews. Not anymore.

Easily see Disney at 75.00 a share in 6 months.
 

TP2000

Well-Known Member
They had this for generations of American parents, one generation after another, and in just a few years they threw it away...

WDP_AnnualReport_1965_Page_38_small (2).jpg
 

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