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

[truecoat]

Data points, touch points. Points way up high. Wait that's Bob Seger.

 

[Slpy3270]

Of course, Walt also loved to destroy labor unions.

 

[MisterPenguin]

Chapek doubles down on the old Disney synergy chart and credits Walt for it.

Here comes the IP choo choo.

 

[MisterPenguin]

Announcing new D+ Marvel series... already announced.

 

[MisterPenguin]

 

[truecoat]

Don't say consumer touchpoints like that.

 

[MisterPenguin]

Karim is in charge of all entertainment ops including budgeting, merchandising, determing its platforms, cost control, running the streaming platforms... everything but creative and production of content.

 

[truecoat]

Is he the type of executive that says the Mandalorian needs a Wookie side kick in executive notes?

 

[MisterPenguin]

Star = non-domestic general entertainment streamer

 

[MisterPenguin]

Is he the type of executive that says the Mandalorian needs a Wookie side kick in executive notes?

He tells you whether you can afford it.

 

[NateD1226]

10 Marvel series
10 Star Wars series
15 Disney/Pixar series
15 Disney Live action films

Coming in the next few years

 

[Slpy3270]

Raya getting day-to-day release.

I'm hoping the filmmakers were compensated.

 

[MisterPenguin]

An unspecified number of theatrical release will go to D+ instead.

Raya will be D+Premier

 

[NateD1226]

Raya and the Last Dragon going to theaters and Premier Access same day!!!

 

[DCBaker]

 

[MisterPenguin]

 

[DCBaker]

 

[Slpy3270]

Raya getting the Premier Access treatment helps avoid a WarnerMedia headache.

 

[Slpy3270]

Comcast X1 and Flex platforms getting Disney+ and ESPN+ next year.

That's gotta off DirecTV.

 

[Slpy3270]

Disney bundle with no ads Hulu coming.