What this tells me, just from looking at those profit/loss figures, is that Pixar has been a disaster ever since Lasseter left.
False.
You're looking at the budgets of the movies released directly to D+ during a worldwide pandemic and equating that (very falsely) with the kind of loss a film would have if released theatrically.
Those movies still got critical and audience acclaim, so, the quality of the films didn't change (except for Lightyear, and even then, its scores weren't horrible... just not good).
These films with "losses" also boosted Disney+, which was getting subscription money every month from over 150,000,000 subscribers.
The theatrical failure of one recent movie isn't indicative of the past three years because the context dramatically shifted.
But you knew that. You refer to it. And yet you spin this fantasy of a studio in panic mode. DAS had many years of theatrical losses in the past, and the studio didn't fold then.
And since the pandemic started in March, 2020, Pixar has lost $1,112,000,000? 1.1 Billion dollars. That's with a B.
False.
Again, that's not a real loss as if the film was released theatrically and bombed financially. The majority you point to weren't released theatrically and so, didn't bomb theatrically, because... they weren't widely released theatrically.
On their ledgers, they're counting income from over 150 million D+ subscribers toward the profit/loss of those movies (based on internal numbers of minutes watched). Not to mention PPV and merchandising.
Any losses that come from not recouping their budget will be written off as due to the pandemic. Just like when the parks weren't open, but still had maintenance and utility costs, that "loss" will be marked as a result of the pandemic and not because the parks somehow failed.
No wonder the company is in full panic-crisis mode, just fired their CEO the Board re-signed a few months ago, then rehired the only guy they had in their contacts, and yet is still heading into a dark winter of company-wide budget cuts and layoffs staff reductions.
You think that Disney Corporation is in panic mode because their films released during the pandemic had a "loss" just like almost every other film release by all other studios also had a loss? That's far fetched theorizing there, with no proof. Just about every article detailing the ouster of Chapek failed to mention this theory of yours. No one has credited Pixar as the Chapek flashpoint, until this schadenfreuden bout of yours.
In 10 hours from now, Disney's senior executives will slide into their Burbank offices after the Thanksgiving weekend. Can you even imagine how panicky and on edge all of them will be?
Yes, but not the peeps at Pixar as you imagine. In fact, they'll be tickled pink that their creatives aren't hamstrung by Chapek's finance department which was shuttling their theatrical works directly to D+.
Again, a failure on your part to come to this 'discussion' with actual facts.
Somehow, I'm quite content to watch it all from afar,
Yes. And the Schadenfreude is disgusting and the tale you tell is a bunch of falsehoods.
But again, I'm not typing this all up to convince you. It's for the sake of our dear readers to put what you have said in the proper context.