Sirwalterraleigh
Premium Member
The result of that is a completely disjointed, thematic mess.
I think we were all a fan of getting work started...if it ends and stays like that for 20 years...it’s still a mess.
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News The Disney Investor Day 2020 Thread
- Thread starter truecoat
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The result of that is a completely disjointed, thematic mess.
I think we were all a fan of getting work started...if it ends and stays like that for 20 years...it’s still a mess.
TP2000
Well-Known Member
Yes, but let's break that list down. A bunch of that stuff was already hokey and underwhelming when they announced it at D23, some of that stuff is just basic maintenance and upgrades to a 30 year old park, and a few things are actually nice.
Or at least they were going to be nice before their budgets were slashed in 2020.
Innoventions East Area - They tore down Communicore to build a hodgepodge of things like...
Journey of Water - A small walk-thru fountain area that will smell like mildew because it's in Orlando
Dreamers Point - A statue of Walt Disney. Nice. And takes about 45 seconds of your day to look at. What next?
Awesome Planet - A 10 minute film in The Land that replaced that 1990's Lion King movie about recycling
Canada Far & Wide - The updated CircleVision movie that opened last January in the Canada pavilion
Beauty & The Beast Sing Along - Pass, but thank you.
Regal Eagle - A sticky bbq fast food joint in the American pavilion. But a very clever name! Where's Mr. Furley?
China 360 Film - A hard pass for me on the Communist propaganda. Do they show the concentration camps?
Spaceship Earth - Still creaking along in its 1980's/2010's mishmash self. Very sad situation. Depressing really.
Space 220 - Okay, finally something that's cool, even if its just a restaurant. Should be open by 2021. Maybe?
Ratatouille - I'm not the target demographic, but at least it's a new D Ticket ride! Yay!
Guardians Coaster - Looks very cool! Will it still open "Fall, 2021" or has it been delayed?
Harmonious - New water show! Should be very good. It was desperately needed.
So... what that gets us for Epcot in 2021 is the Rat ride, hopefully the Guardians coaster late in the year, and a new water show. The rest is minor updates, new landscaping or statues, and delayed projects with murky outcomes.
Which is why I'm now going to pass on the WDW 50th trip for '21. There's not much there to offer any longer.
And I don't Instagram my cupcakes.
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The D23 online event was for the parks.
Investor Day was always just about mostly D+ and other DTC platforms and content. The only thing that wasn't DTC were the theatrical films... which wind up on D+.
Investor Day was always just about mostly D+ and other DTC platforms and content. The only thing that wasn't DTC were the theatrical films... which wind up on D+.
Sirwalterraleigh
Premium Member
Very true...parks aren’t really covered...might be a good idea since it’s 40% of your portfolio/revenue...but it’s not like this is designed to sell stock or anything.
Now if you’ll allow me...I have sequels on screen and sequels of sequels on tv to count
Over/under 47
TP2000
Well-Known Member
Love that! So true.
They ignored 40% of their business that provides nearly limitless cash flow, but that's as per usual for them.
Theme parks are tacky and the execs that get sent there have to wear a plastic nametag to work like a 18 year old kid. It's demeaning, and no one likes to admit to it in front of the bankers.
But at least it was nice to see whats-her-name, the blonde with the nice legs (I honestly forget her name!) who was Disneyland President for about 45 minutes worth of Instagramming earlier this year. She's alive! And she survived her commute down to Anaheim for a few weeks.
Sirwalterraleigh
Premium Member
I’m starting to like you...and that’s really dangerous.
The question is: am I Bonnie or Clyde?
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Sirwalterraleigh
Premium Member
You went a tad low on this one, didn’t ya?
TP2000
Well-Known Member
Just like Burbank ignoring their parks, that's actually as per usual for me.
She does have nice legs. And I'm a homosexual and don't even want to sleep with her. Just commenting.
TP2000
Well-Known Member
As for "Investor Day", is it me or is this a brand new thing? I don't remember them doing this before.
It was just sort of a big infomercial touting the things they are doing right (Disney+, movies), minimizing the stuff not doing as hot as it used to (ESPN, franchise merchandise), or ignoring the things that are particularly disastrous for them right now (theme parks, cruise ships, Disney Stores)?
All to get bankers and institutional investors excited about buying Disney stock? Okay. Whatever.
I take it the big draw for the fans was getting info on the next few years worth of movies and shows coming out?
It was just sort of a big infomercial touting the things they are doing right (Disney+, movies), minimizing the stuff not doing as hot as it used to (ESPN, franchise merchandise), or ignoring the things that are particularly disastrous for them right now (theme parks, cruise ships, Disney Stores)?
All to get bankers and institutional investors excited about buying Disney stock? Okay. Whatever.
I take it the big draw for the fans was getting info on the next few years worth of movies and shows coming out?
Sirwalterraleigh
Premium Member
TP2000
Well-Known Member
Yikes. I'm diving, I'm diving!
In 2014 they did one focused on ESPN.
In 2019 and 2020, they were solely focused on DTC.
As such, I would agree that "Investor Day" is a misnomer since it's so focused on just one aspect of the company and not an overall state-of-the-company address you would think it is by the title.
For information the overall state of the company, as well as on parks and pandemic, Disney has addressed that at every Quarterly webcast on May 5, Aug 4, and just recently Nov 12 of 2020.
For general information on parks, that comes up in D23 events, of which there was one recently: Nov 16-20.
Sirwalterraleigh
Premium Member
I’m really not trying to fuel your fire here, Sundance....
But I have to give an honest assessment that you succinctly point out the “irregularities” with this event...
Sirwalterraleigh
Premium Member
Ok...good backstory...
But how does ignoring huge parts of the portfolio make sense from an INVESTOR perspective??
That dog don’t hunt, no??
(I know...you’re mad at me...I’ll do better tomorrow. Legit question though)
TP2000
Well-Known Member
Okay, got it, and thank you.
But then why is it called "The Walt Disney Company Investor Day", making it sound like it entails the entire company? Instead it just seems to be an infomercial to hype the things they want to hype at that particular economic juncture.
Probably a different name for this event is needed, if it's not about the entire Walt Disney Company.
But then, I'm clearly not the target audience for this, so they probably shouldn't take my advice. If this makes sense to the bankers, or they want the bankers to think they really don't care about the amusement parks and the mall stores and the cruise ships, then do whatever works for them I guess. Investor Day!
Well, it's not hard. I just call 'em like I see 'em. I clicked on the wrong link trying to figure out what this is and now have their complete 112 page PowerPoint show downloaded. And you're right, it was all about TV shows and movie sequels for like the next five years. Eek!
For four hours they talked about this stuff? Zzzzz....
Because they misnamed it, it is not what you think it should have been.
Pretend it was called: "Investor's Spotlight on Disney's DTC Strategy Seminar."
Sirwalterraleigh
Premium Member
That makes more sense.
Guess they got too busy to Change the name, huh?
(Not like it works to their benefit
)
TP2000
Well-Known Member
Ehhh.... That doesn't really flow. And they should try to get more plus signs in their titles.
How about this instead?.... Disney Spotlight+ DTC!
Ok, here we go.
Star Wars...
DISNEY+
Ahsoka-After making her long-awaited, live-action debut in “The Mandalorian,” Ahsoka Tano’s story, written by Dave Filoni, will continue in a limited series, Ahsoka, starring Rosario Dawson and executive produced by Dave Filoni and Jon Favreau.
Rangers of the New Republic Set within the timeline of “The Mandalorian,” Rangers of the New Republic is a new live-action series from executive producers Jon Favreau and Dave Filoni that will intersect with future stories and culminate into a climactic story event.
Andor, a tense nail-biting spy thriller created by Tony Gilroy, is set to arrive on Disney+ in 2022. Diego Luna, reprising the role of rebel spy Cassian Andor from “Rogue One: A Star Wars Story,” will be joined by a fantastic new cast that includes Stellan Skarsgård, Adria Arjona, Fiona Shaw, Denise Gough, Kyle Soller and Genevieve O’Reilly as Mon Mothma.
Obi-Wan Kenob-Ewan McGregor returns in the iconic role of Jedi Master Obi-Wan Kenobi for a special event series on Disney+. Officially titled Obi-Wan Kenobi, the series begins 10 years after the dramatic events of “Star Wars: Revenge of the Sith” where he faced his greatest defeat, the downfall and corruption of his best friend and Jedi apprentice, Anakin Skywalker turned evil Sith Lord Darth Vader. The series is directed by Deborah Chow, who helmed memorable episodes of “The Mandalorian,” Season 1, and features the return of Hayden Christensen as Darth Vader.
The Bad Batch-The Bad Batch follows the elite and experimental clones of the Bad Batch (first introduced in “The Clone Wars”) as they find their way in a rapidly changing galaxy in the immediate aftermath of the Clone War. Members of Bad Batch—a unique squad of clones who vary genetically from their brothers in the Clone Army—each possess a singular exceptional skill that makes them extraordinarily effective soldiers and a formidable crew. In the post-Clone War era, they will take on daring mercenary missions as they struggle to stay afloat and find new purpose. This animated series will arrive exclusively on Disney+.
Star Wars: Vision-Presenting all-new, creative takes on the galaxy far, far away, Star Wars: Visions will be a series of animated short films celebrating Star Wars through the lens of the world’s best anime creators. The anthology collection will bring 10 fantastic visions from several of the leading Japanese anime studios, offering a fresh and diverse cultural perspective to Star Wars.
Lando-The galaxy’s favorite scoundrel, Lando Calrissian, will return in Lando, a brand-new event series for Disney+. Justin Simien, creator of the critically-acclaimed “Dear White People” and a huge Star Wars fan, is in the early stages of developing the project.
The Acolyte-Leslye Headland, Emmy Award®-nominated creator of the mind-bending series “Russian Doll,” brings a new Star Wars series to Disney+ with The Acolyte. The Acolyte is a mystery-thriller that will take viewers into a galaxy of shadowy secrets and emerging dark-side powers in the final days of the High Republic era.
A Droid Story-As Lucasfilm continues to develop new stories, the intersection of animation and visual effects offers new opportunities to explore. Lucasfilm Animation is teaming up with Lucasfilm’s visual effects team, Industrial Light & Magic, to develop a special Star Wars adventure film for Disney+, A Droid Story. This epic journey will introduce us to a new hero, guided by legendary duo R2-D2 and C-3PO.
Star Wars...
DISNEY+
Ahsoka-After making her long-awaited, live-action debut in “The Mandalorian,” Ahsoka Tano’s story, written by Dave Filoni, will continue in a limited series, Ahsoka, starring Rosario Dawson and executive produced by Dave Filoni and Jon Favreau.
Rangers of the New Republic Set within the timeline of “The Mandalorian,” Rangers of the New Republic is a new live-action series from executive producers Jon Favreau and Dave Filoni that will intersect with future stories and culminate into a climactic story event.
Andor, a tense nail-biting spy thriller created by Tony Gilroy, is set to arrive on Disney+ in 2022. Diego Luna, reprising the role of rebel spy Cassian Andor from “Rogue One: A Star Wars Story,” will be joined by a fantastic new cast that includes Stellan Skarsgård, Adria Arjona, Fiona Shaw, Denise Gough, Kyle Soller and Genevieve O’Reilly as Mon Mothma.
Obi-Wan Kenob-Ewan McGregor returns in the iconic role of Jedi Master Obi-Wan Kenobi for a special event series on Disney+. Officially titled Obi-Wan Kenobi, the series begins 10 years after the dramatic events of “Star Wars: Revenge of the Sith” where he faced his greatest defeat, the downfall and corruption of his best friend and Jedi apprentice, Anakin Skywalker turned evil Sith Lord Darth Vader. The series is directed by Deborah Chow, who helmed memorable episodes of “The Mandalorian,” Season 1, and features the return of Hayden Christensen as Darth Vader.
The Bad Batch-The Bad Batch follows the elite and experimental clones of the Bad Batch (first introduced in “The Clone Wars”) as they find their way in a rapidly changing galaxy in the immediate aftermath of the Clone War. Members of Bad Batch—a unique squad of clones who vary genetically from their brothers in the Clone Army—each possess a singular exceptional skill that makes them extraordinarily effective soldiers and a formidable crew. In the post-Clone War era, they will take on daring mercenary missions as they struggle to stay afloat and find new purpose. This animated series will arrive exclusively on Disney+.
Star Wars: Vision-Presenting all-new, creative takes on the galaxy far, far away, Star Wars: Visions will be a series of animated short films celebrating Star Wars through the lens of the world’s best anime creators. The anthology collection will bring 10 fantastic visions from several of the leading Japanese anime studios, offering a fresh and diverse cultural perspective to Star Wars.
Lando-The galaxy’s favorite scoundrel, Lando Calrissian, will return in Lando, a brand-new event series for Disney+. Justin Simien, creator of the critically-acclaimed “Dear White People” and a huge Star Wars fan, is in the early stages of developing the project.
The Acolyte-Leslye Headland, Emmy Award®-nominated creator of the mind-bending series “Russian Doll,” brings a new Star Wars series to Disney+ with The Acolyte. The Acolyte is a mystery-thriller that will take viewers into a galaxy of shadowy secrets and emerging dark-side powers in the final days of the High Republic era.
A Droid Story-As Lucasfilm continues to develop new stories, the intersection of animation and visual effects offers new opportunities to explore. Lucasfilm Animation is teaming up with Lucasfilm’s visual effects team, Industrial Light & Magic, to develop a special Star Wars adventure film for Disney+, A Droid Story. This epic journey will introduce us to a new hero, guided by legendary duo R2-D2 and C-3PO.
Also from Lucasfilm for D+
Willow-set decades after Ron Howard’s 1988 movie, continues the spirit of adventure, heroics and humor of the original film in this new series debuting on Disney+ in 2022. Warwick Davis will return in the role of the great sorcerer, Willow Ufgood, with Jon Chu (director of the groundbreaking “Crazy Rich Asians”) directing the pilot.
Willow-set decades after Ron Howard’s 1988 movie, continues the spirit of adventure, heroics and humor of the original film in this new series debuting on Disney+ in 2022. Warwick Davis will return in the role of the great sorcerer, Willow Ufgood, with Jon Chu (director of the groundbreaking “Crazy Rich Asians”) directing the pilot.