News The Disney Investor Day 2020 Thread

FerretAfros

Well-Known Member
While there are a handful of things that from the Fox acquisition brands that sound interesting, my overall impression is that this just felt like a random Twitter wishlist, hastily thrown together in response to a friend's question. Which is to say it's all the most predictable, unispired, unexciting options available.

Even some of the more surprising announcements, like Sister Act 3, the Three Men and a Baby retread, and the Rescue Rangers series continue to tap into the nostalgia for Disney's back catalogue, rather than bringing anything new to the table. While Disney has always had a lot of admiration for their previous work, there seems to be almost no focus or desire to do anything truly new. If it's not an animated feature centered around princesses and/or magical elements, it's all existing IP all the time.

One of the few announcements that caught me off-guard, but makes some sense in hindsight, is the Tiana musical-comedy series. While there's plenty of potential within that world for a great series of adventures, storylines, and new characters (certainly more than Moana on her isolated island), it's kind of odd for them to invest in a film that they've generally ignored since it hit theaters more than a decade ago. With this increase in attention on PATF for home audiences, which has presumably been in the pipeline for a while, the Splash Mountain conversion doesn't seem as completely bizarre (though it still seems ill-conceived). However, as Gadget's Go-Coaster has made abundantly clear, television shows just don't have the same staying power in the minds of the general public; it's the movies that the average people care about, and I'm still not convinced this particular one has enough staying power to warrant such a major permanent park fixture.

That said, I'm still not sure what they mean by "long-form series," a term they used many times yesterday to describe many offerings. Hour-ish episodes? Half-hour? I assume it's longer than the "shorts," which in turn are longer than the "bite-sized" offerings, but the nomenclature seems to be a departure from how Disney has typically discussed these things. Usually I would guess it means hour-long episodes, but that seems like a lot for animated shows geared toward kids.
 

_caleb

Well-Known Member
The announced series and films are much more diverse than they might appear at first glance. Sure, lots of Star Wars and Marvel, but look at the variety of approaches- in addition to action, there are comedies, fantasies, thrillers, mysteries, and dramas. And nearly all of them feature diverse casts and directors (besides Favreau and Filoni).

This is Disney acting on their announced direct-to-consumer strategy. They’ve recognized that they don’t have just one audience (even for Star Wars and Marvel), so they’re focusing on smaller-budget, more niche content that will resonate with their different audiences. In part, I think they want to see what resonates and what doesn’t while leveraging their money-making franchises. But I also think they already know what audiences are looking for, and they’re happy to give it.
 

MisterPenguin

President of Animal Kingdom
Premium Member
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
 
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Stevek

Well-Known Member
Typical Disney. They had one successful product (Star Wars TV Show The Mandalorian), so figured they need to make 20 more of them.

This is only 2 years after Iger admitted he was too aggressive with Star Wars Film releases (when Solo bombed), guess they didnt learn their lesson.

I'm a Star Wars fan but I'm done.
I have zero issues with them doing more Star Wars. If it's good, I'll watch. If not, I won't. Not sure why people are opposed to more SW, especially SW fans. The fanbase really is impossible to please, much like the Disney parks fanbase.
 

britain

Well-Known Member
Typical Disney. They had one successful product (Star Wars TV Show The Mandalorian), so figured they need to make 20 more of them.

This is only 2 years after Iger admitted he was too aggressive with Star Wars Film releases (when Solo bombed), guess they didnt learn their lesson.

I'm a Star Wars fan but I'm done.

I know, right? I mean and what’s with all of this new Mickey Mouse content! They made enough Mickey things decades ago. They should just stop!
 

brb1006

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?
Disney started Investor Day last April (which was the day they revealed Disney+ to the public).
 

MisterPenguin

President of Animal Kingdom
Premium Member
Not so sure about Pixar though.
Out of all of Pixar's theatrical releases, 2 out of 3 are originals. Their shorts are almost all originals. And yes, they're doing a bunch of D+ series which are franchises, but there's one original one in there.
 

Stevek

Well-Known Member
Because people don't want a series they enjoy milked? There is a thing called overdoing it...

It ruins the overall story the more you tack onto it.
Milked? Lucas allowed it to be milked for decades via the hundreds of books and comics. I guess we can agree to disagree. If the new stories complement the existing overall story or expand upon it, doesn't bother me at all. It's a giant universe and there should always be more stories to be told. Just not sure why it's any different from the EU stories that have been told via a different medium. Feels like folks just have a problem that Disney is doing it now vs Lucas.
 

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