John park hopper
Well-Known Member
Nothing is to big to fail --if it were not for government bail outs Chrysler and GM would have one belly up. Disney management needs to get their act together.
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Disney Stock Approaching 9 Year Low
- Thread starter Chef Mickey
- Start date
Disstevefan1
Well-Known Member
I think if they made a couple of moves that actually had mass appeal, is it still possible to make a couple of box office hits and TWDC would be back.
John park hopper
Well-Known Member
IMO movie theaters will go the way of drive in movies
Disstevefan1
Well-Known Member
Totally possible. If this is the trend, ALL companies in the movie business must re think the way they do business.
As for Disney, are they fine with not making ROI on their movies or waiting half a decade to make ROI on a movie?
Also is Wall St. fine with this approach?
GimpYancIent
Well-Known Member
Yes, however drive in theaters are not extinct yet, nor will the brick-and-mortar theater. Theaters will continue to exist as unique experiences here and there.
GimpYancIent
Well-Known Member
It's about the money. Whether the industry likes or wants to or not it will have to adjust to the new reality that the golden age of movie theaters is past. The Wall Street crowd does not care just show them the monies.
Disstevefan1
Well-Known Member
Probably.
But I think the movie makers and critics need to change their thinking.
Gone are the days of using the box office gross alone as a measuring stick of success or failure so the critics should give the box office less consideration unless the numbers are clearly big at the box office.
The movie makers are not going to get that initial big box office money anymore, so they need to somehow lower their costs to make and market a movie or just be ok to wait a LONG TIME for ROI, if ever.
If everyone, including Wall St. understands the new rules, maybe there will be less panic.
In any event, in my opinion, for all the movie makers, including Disney, they gotta try to make movies that will appeal to the widest audience possible.
John park hopper
Well-Known Member
Just looked up the drive in movie stats. there are 321 left in the USA as of 2020. With those kind of numbers they should be put on the endangered species list (Ha Ha)
Disstevefan1
Well-Known Member
I doubt if theaters will go away simply because the entertainment industrial complex requires that theaters exist for its own existence.
Home theater will continue to advance at break neck speed UNLESS the entertainment industrial complex STOPS the advancement of this technology.
Think about this. Its in the best interest of the entertainment industrial complex TO SHUT DOWN the advancement of home theater. And the entertainment industrial complex IS POWERFUL ENOUGH TO DO IT.
Time will tell.
Wall Street Firm Picks Disney, Warner Bros. Discovery Among Hollywood Stocks
Sanford C. Bernstein reinitiated coverage of the media and telcom sector, giving Disney and Warner Bros. Discovery "outperform" ratings and handing out an "underperform" on Paramount Global.
www.hollywoodreporter.com
Disney – Bernstein’s $103 target price implies upside of 29 percent. “The only credible challenger to Netflix. Oh, plus Parks,” Yoon wrote on Disney. “Despite our bearish view on linear versus consensus, we are bullish on Disney’s potential to transition to DTC at scale once combined with Hulu.” He forecasts that streaming growth will outpace the linear decline, with streaming surpassing linear revenue in 2024 and “Disney becoming the undisputed #2 SVOD.” The analyst’s take on Hulu: “Disney has more to gain with full control of the asset, and (a) favorable resolution of the deal (with Comcast) will likely lift a modest overhang on the stock.”
TrainsOfDisney
Well-Known Member
I just got my e-mail that my Disney+ price is going up. I may or may not cancel.
I haven’t watched anything on it for a while now, so it seems likely I’ll cancel and then if I get free time again in the future I can resubscribe.
I honestly end up watching more Disney movies on long flights than I do on Disney+ haha so why pay?
I haven’t watched anything on it for a while now, so it seems likely I’ll cancel and then if I get free time again in the future I can resubscribe.
I honestly end up watching more Disney movies on long flights than I do on Disney+ haha so why pay?
Stitch's Grandfather
Member
A price target of $103 is fine if Disney can actually demonstrate the ability to constrain costs. They haven't been demonstrating an ability to curb costs anywhere except the parks.
That's exactly what Disney has been doing and still does so well,
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Nelson Peltz Tilts At Windmills-Still Has Same Delusion
Peltz has no more standing than he did at first, especially if he still is serving Ike Perlmutter's behalf. Adding Perlmutter to the board would ruin things, because he'd do nothing but be a real-life Scrooge McDuck at the company and get pay that dwarfs Iger's...especially if he tries to oust Iger as CEO and take the job himself.
Iger is doing great things and people simply don't have the patience to let multi-year plans work out. Greedy vultures, the lot of them. Only wanting a short-term payout and not willing to see where long-term infrastructure work leads.
By the way, Nelson, Disney didn't overpay, Murdoch refused to be prudent and close off Comcast. For all those who say "If Murdoch didn't entertain Comcast, he'd be open to a shareholder lawsuit," let's be real here. Murdoch has run his empire like a god. If Rupert says jump, everyone says how high. He could easily get away with a lower bid and sell it by just straight up telling them, "You can't touch me. I'm Rupert Murdoch, deal with it!"
Peltz has no more standing than he did at first, especially if he still is serving Ike Perlmutter's behalf. Adding Perlmutter to the board would ruin things, because he'd do nothing but be a real-life Scrooge McDuck at the company and get pay that dwarfs Iger's...especially if he tries to oust Iger as CEO and take the job himself.
Iger is doing great things and people simply don't have the patience to let multi-year plans work out. Greedy vultures, the lot of them. Only wanting a short-term payout and not willing to see where long-term infrastructure work leads.
By the way, Nelson, Disney didn't overpay, Murdoch refused to be prudent and close off Comcast. For all those who say "If Murdoch didn't entertain Comcast, he'd be open to a shareholder lawsuit," let's be real here. Murdoch has run his empire like a god. If Rupert says jump, everyone says how high. He could easily get away with a lower bid and sell it by just straight up telling them, "You can't touch me. I'm Rupert Murdoch, deal with it!"
Stripes
Premium Member
Wish and Elio are looking like great films, imo.
Aiming for the widest audience possible would be detrimental to movies and result in all sorts of compromises.
Vegas Disney Fan
Well-Known Member
I was also worried that theaters wouldn’t survive but their numbers are looking ok.
Domestic box office peaked in 2019 at $11.9 billion, then it crashed to $2 billion due to Covid, this year should be back to about $9 billion.
They’re still down 25% from the peak but I think they’ll continue to recover and should hopefully survive. We may lose some but I think there’s enough business for most to survive.
Disstevefan1
Well-Known Member
I guess they must find the right balance of the cost to make and market and make films with enough appeal that They can at least break even.
I know the target to break even is not a good business goal but it’s better than losing money over and over.
Or is this a non issue? The make movies they want to make and if they lose money they lose money and move on to the next one?
Stripes
Premium Member
In any creative industry you’re going to have misses and lose money on certain projects. Disney’s very recent films have not been very entertaining, however I don’t think it qualifies as a trend yet, just a lull.
Disstevefan1
Well-Known Member
Thanks for the name calling. I won’t do that. Is that Ren and Stimpy or a Minions reference? Hmmm, both NOT Disney IPs.
So you feel Disney is making films for the widest possible audience. That’s great. You are entitled to your opinion.
Do you think is possible for Disney to do that and also at least break even on ROI?
Just asking.