Surely the brain trust in Burbank can take the confluence of events of new CBAs, evolving financing environment, and a recent string of critical and commercial failures in scripted content to actually be more discriminating, proactive, and good stewards of the company when it comes to greenlighting new projects.…mostly human tendency….
But I was watching something on Bloomberg a few months ago in the fallout of the actors/writers strikes that was predicting a 20% annual escalation in costs for content - which does include movies…
So you get to the math pretty quickly at that rate
The biggest streamer is actually YouTube.Yup.
Disney with their super secret algos built into D+ has figured out exactly what people want to watch!!
They have a huge competitive advantage now over Netflix, since this algo will whisper in The Almighty’s ( Bobs ) ear about what shows to make and how to produce it on the cheap!!
I’m loading up on shares now because soon Disney ( or should we call the company Bob since he is the savior ) will rule the world!!!
I do earnestly believe that data mined from the platforms will be able to flow downstream into the company’s consumer products and parks. There might be a lot of The Marvels items languishing on shelves now, but the data mining in the future can help them figure out whose faces go on the paper plates and which songs go in the fireworks shows.The biggest streamer is actually YouTube.
And YouTube got that big because of... algorithm.
Same with TikTok.
So, you bet the streaming data from D+ and Hulu are being datamined.
Plus, third party companies monitor all the data they can get from they're poling and participants (think Nielsen). And this gets sold to all the streamers so they know what their competitors are doing.
Of course, datamining isn't going to accurately forecast how a new piece of content is going to do.
A Zach Snyder version of Star Wars? YES!!! WE ALL WANT THAT!!Oops...
Sounds very homogenized, make it the same everywhere. I guess the days of indie art houses with "new" ideas is gone in the name of max profits. Blair Witch could never be made in that environmentI do earnestly believe that data mined from the platforms will be able to flow downstream into the company’s consumer products and parks. There might be a lot of The Marvels items languishing on shelves now, but the data mining in the future can help them figure out whose faces go on the paper plates and which songs go in the fireworks shows.
Sounds very homogenized, make it the same everywhere. I guess the days of indie art houses with "new" ideas is gone in the name of max profits. Blair Witch could never be made in that environment
Nielsen viewership numbers you posted in another thread shows that just as many people/minutes watched Rebel Moon pt 1 in its first week as watched TLM on D+. Do D+ eyes work differently than Netflix ones?Of course, datamining isn't going to accurately forecast how a new piece of content is going to do.
A Zach Snyder version of Star Wars? YES!!! WE ALL WANT THAT!!Oops...
Well the point is they've already said they’re cutting content costWonder how much sensationalism they were going for as that seems farfetched. Increases are baked into the new deals and they are nowhere near 20%. Even if you assume a worst-case scenario for a studio and they need to hire additional staff to meet the new deal requirements, you aren't even closing in on half that number.
There just isn't a realistic situation where costs increase 20% every year. On a particularly bad year, sure, but not every single one which is what would need to happen to get close to 100bn anytime soon.
There was one…and it lost like $200 millionPlenty of indy films out there these days.
Poor Things is an indie Disney* movie and I think will garner a Best Picture nom and a Best Actress win.Sounds very homogenized, make it the same everywhere. I guess the days of indie art houses with "new" ideas is gone in the name of max profits. Blair Witch could never be made in that environment
But not in the parks or D+Plenty of indy films out there these days.
So they need to be prepared for the inevitable churn of binging and purging, and the fact that their subscriber numbers aren't going to increase much beyond what they have now. There isn't a damn thing on D+ that's worth a yearly subscription for and doing the usual Bob thing (price increase after price increase) isn't going to work for more than a year. You could subscribe for a month, binge what's come out over the last 4-6 months, and do the same thing 6 months down the road and miss nothing. No matter what all their datamining tells them, things aren't making any buzz like with first-season Mando.Of course new content isn’t free. And I’m not sure how many will subscribe for kids’ content, but how much do you think a season of Bluey costs to produce? Disney has repeatedly made it clear that they’re going to spend much less on content moving forward. And with the data they’re getting from D+, they’re going to be in a very good position to make what people actually watch without overspending.
And they haven’t even begun to roll out additional D+ revenue streams, like shopping and gaming, which have been in the works for a while now.
You're average D+ viewer doesn't subscribe for shows like the Imagineering one.
The biggest streamer is actually YouTube.
But not in the parks or D+
No but would like to see more attractions like Aliens in the park.Not sure what your point is, do you want Blair Witch (low budget) kind of products in the Parks?
Disney has always enjoyed the ability to negotiate premium pricing from cable providers but I wonder if they've considered that direct to consumers who are paying them directly and looking at their content who are free to cancel any time might expect more than one new offering that interests them every couple months to keep them subscribed?It’s gonna require $100 billion in content per year within just a few years for the model to work…
Bob’s all in, right?
Unless I am remembering it wrong, Netflix does it for slightly less than 20. Disney coming in at 25 seems about right for the higher quality they are aiming for.
So, what exactly is going to happen to balloon costs by 4-5 times in the next few years?
This is a terrible take even for you.The biggest streamer is actually YouTube.
And YouTube got that big because of... algorithm.
Same with TikTok.
So, you bet the streaming data from D+ and Hulu are being datamined.
Plus, third party companies monitor all the data they can get from they're poling and participants (think Nielsen). And this gets sold to all the streamers so they know what their competitors are doing.
Of course, datamining isn't going to accurately forecast how a new piece of content is going to do.
A Zach Snyder version of Star Wars? YES!!! WE ALL WANT THAT!!Oops...
No, the scenario was that the data would drive the development and I think that would leave the odd and special things that only resonate with some people out in the cold for lack of development funds because "the data indicates" dumbing down to the lowest common denominator offerings because they have to appeal to the widest audience and be acceptable to all.Not sure what your point is, do you want Blair Witch (low budget) kind of products in the Parks?
That stuff will still happen as long as they can keep the lid on spending with those projects.Sounds very homogenized, make it the same everywhere. I guess the days of indie art houses with "new" ideas is gone in the name of max profits. Blair Witch could never be made in that environment
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