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

[MisterPenguin]

To be fair the actual animated film slate is fairly original as far as the last decade is concerned.

All the Disney Animated movies are original and arguably Pixars' one aberration out of four they showed is not a sequel/prequel either.

One out of three Pixar films has used an established IP, so we can say two-thirds are originals!

While Walt Disney Animation Studios normally eschews sequels, they have succumbed in the past: Rescue Ranger Down Under, Ralph Breaks the Internet, Frozen 2, and two Pooh movies.

Of course, While WDAS didn't normally do sequels, the DisneyToon was usually handed the job of cranking out Direct-to-TV lower quality sequels.

The funny thing is that we have that again: Direct-to-TV. That's what Pixar and WDAS (not DisneyToon) are doing with creating Disney+ series, most of which are indeed based on pre-existing IP.

Anyway, it should warm a sequel-haters heart to know that these original animated features are coming from WDAS and Pixar: Soul, Raya, Encanto, Luca, and Turning Red. The only theatrical IP recycler is a Toy Story prequeal: Lightyear.

No mention of 20th's Animation of "Ron's Gone Wrong," hmm...

 

[MisterPenguin]

Someone on Twitter pointed out something very interesting. Did anyone else think it was possible this presentation was filmed using the volume? The same tech they use for the mandalorian?

I thought they began by saying they were in the same space they used for last year's presentation.

With a giant green screen, what they did could be done on any stage. The 3D parallax tracking of the camera is something we see on cable news shows all the time.

Also, except for the Q&A, it was all pre-recorded, and so any sort of post-production could be done. It needed more explosions on the state. Chapek should have had columns of WWE sparks.

 

[Sirwalterraleigh]

I missed it, what will they be called? I’m assuming it will be DTC and parks&resorts ish?

SEC should step in there...too easy to hide things/BS. Especially when you’re in bed with China

 

[MisterPenguin]

I reckon that the lack of Freeform makes me seriously wonder if they'll just consolidate it into FX down the line and just make it "FX for young adults".

ESPN, Freeform, ABC, and the Disney kid channels were all non-mentions.

Linear TV is dead!

 

[MisterPenguin]

So a Star Wars show about the bad guys. Huh.

They were featured in a short arc in Clone Wars' last season. Their cloning went wrong, that's why they're a 'bad batch.' However, the genetic mutation gave them advanced, nearly superhuman abilities. They're an embarrassment, but also an elite strike team.

 

[MisterPenguin]

Chris 'Cap' Evans was following along with the webcast.

He has shown over and over he is one of us.

https://twitter.com/ChrisEvans

 

[MisterPenguin]

Recap

Walt Disney Animation

D+ Series

• Baymax! (3D)
• Zootopia+
• Moana (long form musical comedy)
• Tiana (long form musical comedy)
• Iwájú (in conjuction with Kugali, a pan-African comicbook/media company) Sci-fi - 2022

Theatrical Film

• Raya and the Last Drgon – Mar 5, 2021 (D+Premium and Theater [the only such one announced... for now])
• Encanto (set in Colombia, music by Miranda) – Nov 24, 2021

Pixar

D+ Series

• Spark Shorts: Burrow – Dec 25, 2020 (paired with Soul)
• Pixar Popcorn (short shorts feat. Cars, Incredibles, Finding Nemo) – Jan 2021
• Dug Days (Up! spin-off) – Fall 2021
• Cars (Lightning McQueen & Mater) – Fall 2022
• Win or Lose (original) – Fall 2023
• Monsters at Work (not mentioned on investor day)

D+ Movies

• Soul (was supposed to be theatrical) - Dec 25, 2020

Theatrical Films

• Luca – June 18, 2021
• Turning Red – Mar 11, 2022
• Lightyear (Buzz’s origin) (Evans) – June 17, 2022

Documentary

• Inside Pixar (4 episodes released already, more to come)

Disney Studios

D+ Series

• Swiss Family Robinson
• The Mighty Ducks: Game Changers
• Turner & Hooch
• Big Shot (Stamos)
• The Mysterious Benedict Society (Hale, Schaaled)
• Percy Jackson and the Olympians
• On Pointe (not mentioned during Investor Days) - Dec 18, 2020
• Cosmos: Possible Worlds (not mentioned during Investor Days) - Dec 18, 2020

D+ Movies

• Peter Pan & Wendy
• Pinocchio
• Chip ‘n Dale Rescue Rangers (Mulaney, Samberg) hybrid live/anim. – Spring 2022
• Noelle (last year)
• Godmothered (this year)
• Hocus Pocus 2 (Middler)
• Three Men and a Baby (Efron)
• Safety
• 3 movies based on sports personalities: Chris Paul, Giannis Anttokounmpo, Keanon Lowe
• Flora & Ulysses
• Cheaper by the Dozen (remake/update)
• Home Alone (*not* mentioned on Investor Day)

D+ Movies Animated

• Diary of a Wimpy Kid
• The Ice Age Adventures of Buck Wild – early 2022
• Night at the Museum - 2021

Theatrical Film

• Cruella (Stone) - May 28, 2021
• Jungle Cruise (Rock, Blunt) – July 30, 2021
• The Beatles: Get Back (documentary, *not* mentioned during Investor Day) - Aug 17, 2021
• Lion King prequel
• Disenchanted (Amy Adams)
• Sister Act 3 (Goldberg)
• The Little Mermaid (live action remake, Baily, Diggs)

Marvel

D+ Series

• WandaVision – Jan 15, 2021
• Falcon a/t Winter Soldier – March 19, 2021
• Loki – May 7, 2021
• What If…? (animated) – Summer 2021
• M.O.D.O.K. (animated, *not* mentioned on Investor Day
• Ms. Marvel – late 2021
• Hawkeye
• She-Hulk
• Moon Knight
• Secret Invasion (Nick Fury)
• Ironheart (Riri)
• Armor Wars (War Machine)
• The Guardians of the Galaxy Holiday Special – Christmas 2022
• I Am Groot (baby Groot shorts)

Hulu/Star Series

• Helstrom (just recently released on Hulu on Oct 16, *not* mentioned on Investor Day)
• M.O.D.O.K. (animated, *not* mentioned on Investor Day) - 2021
• Hit Monkey (animated, *not* mentioned on Investor Day)

Theatrical Film

• Black Widow – May 7, 2021
• Shang-Chi – July 9 2021
• Eternals - Nov 5, 2021
• Doctor Strange 2 – March 25, 2022
• Thor: Love and Thunder (Thor, Jane, Valkyrie, Gorr) – May 6, 2022
• Black Panther 2 (not replacing T’challa, shooting starts Jul 2021) – July 8, 2022
• Captain Marvel 2 – Nov 11, 2022
• Ant-Man a/t Wasp: Quantumania (Kang, Hank & Janet, Cassie) - 2022
• Guardians of the Galaxy vol 3 (not mentioned during Investor day) - 2023
• Blade
• Fantastic Four
• Deadpool 3 (not mentioned during Investor day)
• Unnamed Mutant/X-Men film(s) - (not mentioned during Investor day, but announced by Feige at Comic-Con)

LucasFilm StarWars

D+ Series Live Action

• Mandalorian renewed to season 4, season 3 Christmas of 2021
• Ahsoka (Mando spin-off, Dawson)
• Rangers of the New Republic (Mando spin-off)
• Andor (just started production) Rogue One prequel – Summer 2022
• Obi-Wan Kenobi (McGregor, Christiansen; production starts Mar 2021)
• The Acolyte (Headland directing)
• Lando (could be animated?)

D+ Series Animated

• The Bad Batch (Clone Wars sequel)
• Star Wars: Visions (anime anthology) – 2021
• Droid Story

Theatrical Film

• Rogue Squadron (Patti Jenkins directed) – Dec 2023
• Unnamed (Taika Waititi directed)
• Unnamed (Kevin Feige directed, not announced on Investor Day)

Furthermore:

• Unnamed (Rian Johnson project? not mentioned on investor day)
• Unnamed (J.D. Dilliard project? not mentioned on investor day)

LucasFilm Other

D+ Series Live Action

• Willow sequel series

Theatrical Film

• Indiana Jones 5 – July 2022
• Children of Blood and Bone (in production)

FX on Hulu

New

• Alien
• The Old Man (Jeff Bridges)
• American Horror Stories (note the plural, spin-off anthology)
• Platform (anthology, BJ Novak)
• Reservation Dogs (half hour scripted comedy, Waititi)
• Y the Last Man
• Shogun
• Devs
• A Teacher
• Mrs. America

Returning

• Always Sunny (four more seasons)
• Atlanta (new seasons)
• American Horror Story (new seasons)
• Dave (new seasons)
• What We Do in the Shadows (new seasons)
• Mayan (new seasons)
• Better Things (new seasons)
• Snowfall (new seasons)
• Archer (new seasons)

Hulu/Star

• Only Murders in the Building (Martin, Short)
• The Dropout (McKinnon)
• Dopesick (Keaton, Dawson, Sarsgaard (no, not one of the brothers))
• Nine Perfect (Kidman, McCarthy)
• bunch of real life ‘unscripted’ garbage
• Handmaid’s Tale (new seasons)

NatGeo

Documentaries

• Cousteau
• Martin Luther King, Jr.
• Whales
• A Real Bug’s Life
• America the Beautiful

Unscripted

• Limitless (Hemsworth)
• Welcome to Earth (Wil Smith)

Not (or Hardly) Mentioned During Investor Days

• films from 20th Century and Searchlight (but will wind up on D+ or Hulu/Star)
• getting all of Disney's back catalogue of TV on D+
• TV Studios that feed the 'linear channels' - Freeform, ABC, Disney Jr., etc...
• how Mulan did as a premium offering (and after the premium tier expired)

Streamer Subscriber Goals

D+

• Original five-year projection (2024): 60-90 million
• Actual in one year (2020): 86.8 million
• New five year (2024) projection: 230-260 million (with 30-40% being hotstar)
• price going up $1 to $8.00/month (2 extra Euros)

hulu

• Original five-year projection (2024): 40-60 million
• Actual in one year (2020): 38.8 million
• has been growing about 7 million/year
• hulu+live TV: 4 million subs (#1 DMVPD / top 5 pay TV providers)
• Those who sub to ESPN+ can find ESPN+ within Hulu

ESPN+

• Original five-year projection (2024): 8-12 million
• Actual in one year (2020): 11.5 million

Star (as a tile within Disney+)

• This will be a section within D+ with a Button, just like for Marvel or Pixar
• Basically, all the Disney content that has been sequestered onto Hulu for being too adult for D+
  • from: 20th Century, Searchlight, FX, Marvel, Hulu​
  • example: Family Guy, Jojo Rabbit, Always Sunny, Logan, Handmaid’s Tale​
• Parental control
• Region: Canada, Australia, New Zealand, Singapore soon, Japan and S.Korea later in 2021
• Due: Feb 23, 2021
• Price: €9.00

Star+ (not within Disney+, but a separate streamer that can be bundled with D+)

• Basically, Hulu for outside the USA, but, just the Disney content, and no live TV
• Will include more adult content
  • from: 20th Century, Searchlight, FX, Marvel, Hulu​
  • example: Family Guy, Jojo Rabbit, Always Sunny, Logan, Handmaid’s Tale​
• More focus on local sports
• Region: Latin America
• Due: June 2021
• Price: ~$7.50/month for Star+ (~$9.00 bundled with D+)

Misc

• LucasFilm built a bigger “Volume.” Plus three more internationally. Crank that content!!
• An unexpectedly large portion of D+ subs are childless adults
• Disney streaming channels coming to Comcast's Xfinity X1 and Flex platforms
• as was the case with Marvel heroes joining Fortnite, so now will the Mandalorian
• Disney aims for 100+ new titles per year
• parental controls will be added globally to D+
• Company divided into two parts: Media and Entertainment // Parks, Experiences, and Products
• Fact Sheet with program descriptions click here
• PR Info of Investor Day Content click here
• Video of Investor Day click here
• Slides from Investor Day click here

 

[doctornick]

ESPN, Freeform, ABC, and the Disney kid channels were all non-mentions.

Linear TV is dead!

They mentioned the ESPN deal in football with the SEC at least

 

[Slpy3270]

They mentioned the ESPN deal in football with the SEC at least

In fairness, he was probably being partially sarcastic.

None of them were brought up at last year's investor conference.

 

[doctornick]

Marvel

D+ Series

• WandaVision – Jan 15, 2021
• Falcon a/t Winter Soldier – March 19, 2021
• Loki – May 7, 2021
• What If…? – Summer 2021
• Ms. Marvel – late 2021
• Hawkeye
• She-Hulk
• Moon Knight
• Secret Invasion (Nick Fury)
• Ironheart (Riri)
• Armor Wars (War Machine)
• The Guardians of the Galaxy Holiday Special – 2022
• I Am Groot (baby Groot shorts)

Theatrical Film

• Black Widow – May 7, 2021
• Shang-Chi – July 9 2021
• Doctor Strange 2 – March 25, 2022
• Thor: Love and Thunder (Thor, Jane, Valkyrie, Gorr) – May 6, 2022
• Black Panther 2 (not replacing T’challa, shooting starts Jul 2021) – July 8, 2022
• Captain Marvel 2 – Nov 11, 2022
• Blade
• Eternals
• Ant-Man a/t Wasp: Quantumania (Kang, Hank & Janet, Cassie)
• Fantastic Four

Eternals has a release day of Nov 5, 2021

 

[MisterPenguin]

Eternal s has a release day of Nov 5, 2021

Updated, thanks!

 

[seascape]

Updated, thanks!

Are you as optimistic as Disney on movie theaters getting back to normal in May? If they are, Disney will again crush the competition in the box office and the studios will set record profits with that and the money from Disney+.

 

[MisterPenguin]

Are you as optimistic as Disney on movie theaters getting back to normal in May? If they are, Disney will again crush the competition in the box office and the studios will set record profits with that and the money from Disney+.

I think by May that theater openings will be spotty. If they are open, attendance will be light especially if there is still a mask mandate. Each month after that should have marked improvements.

 

[Sirwalterraleigh]

Chris 'Cap' Evans was following along with the webcast.

He has shown over and over he is one of us.

https://twitter.com/ChrisEvans

He’s the best...

And within a few years Disney is gonna have to open the wallet and pay him.

 

[Slpy3270]

Can't wait for Pirates and Princesses to write some and moaning about how this is killing "Walt's vision" without realizing his vision bankrupted the studio (twice!) and fostered an anti-union, hostile work environment.

 

[DCBaker]

 

[Slpy3270]

View attachment 518321

Ugh. Next year's gonna be nasty.

 

[Lilofan]

View attachment 518321

Wall Street likes Disney partnering with the crazy Kardashian family in a TV deal.

 

[MisterPenguin]

Yeah... that uptick at the end is just one day jump...

 

[Slpy3270]

Wall Street likes Disney partnering with the crazy Kardashian family in a TV deal.

Disney stock is rising twice as high as AT&T's rise since last week, but in just one day.