Disney's Investor Day 2020 (December 10th, 2020)

[MisterPenguin]

 

[MisterPenguin]

No Willow preview for us.

 

[MisterPenguin]

 

[MisterPenguin]

Indy 5 starts filming this spring.

 

[DCBaker]

July 2022 release for the new Indy film.

 

[MisterPenguin]

Children of Blood and Bone

(already announced to be in production)

 

[AnotherDayAnotherDollar]

Leslye Headland directed D+ movie: The Acolyte

I think that's a mini series

 

[Disney Irish]

So the question is will Disney's Direct to Consumer and International Division pass Netflix in quarterly revenue.

First we have to review the various services and where they are. Disney Plus Star is Canada, Europe, the Middle east and Africa. Disney+ Hotstar is in Asia, two services in Latin America, Star+ and Disney+. The USA will have Disney+, Hulu, and Espn+ but ESPN+ can also be within Hulu. So with those streaming services and what was shown, Disney's Direct to Consumer and International Division should continue it's crazy growth and pass Netflix in quarterly revenue in 2022. The mistake most people make is they only look at Disney+ and ignore the reason Disney purchased Fox, It was for Star.

So any bets on when Hulu and Star merge services.

 

[AnotherDayAnotherDollar]

Patty Jenkins....I like it!

 

[MisterPenguin]

New feature theatrical films:

one directed and written by Taika.

Patty Jenkins will direct Rogue Squadron (new feature film) -- Christmas 2023

 

[MisterPenguin]

Now.. NatGeo.

 

[gerarar]

Omg, Disney said...Wonder Woman!!

 

[MisterPenguin]

 

[MisterPenguin]

So any bets on when Hulu and Star merge services.

Internationally, Star is Hulu, and in some regions merged with D+ with parental controls.

In other regions, Star+ replaces Hulu. And Star and D+ remain separate.

In U.S. no Star. And Hulu and D+ will remain separate.

 

[MisterPenguin]

 

[TheDisneyDaysOfOurLives]

Yes to all of it. All of the Star Wars stuff looks amazing and they're doubling down on the right stuff (plus Taika and Patty Jenkins doing Star Wars movies... YES)

 

[MisterPenguin]

 

[Disney Irish]

Internationally, Star is Hulu, and in some regions merged with D+ with parental controls.

In other regions, Star+ replaces Hulu.

In U.S. no Star. And Hulu and D+ will remain separate.

I'm still of the opinion that they will merge. As we saw they added Star as a vertical into D+, which is what I predicted would happen with Hulu eventually. So longer term (like in 2024 when Disney purchases the rest of Hulu) a merger of Hulu and Star is possible, or more precisely Hulu will just be renamed Star in the US.

 

[MisterPenguin]

A Chris Helmsworth shirtless show... who wants to watch that?

 

[seascape]

So any bets on when Hulu and Star merge services.

That depends on how Hulu with Live TV does. If they grow to over 10 subscribers of Live TV, it won't merge. Hulu will be where they put most of the international Star shows in the US.