News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

networkpro

networkpro

Well-Known Member
In the Parks
Yes
Mmoore29 said:
Except when those diverse products are actually doing well, but everyone has a vested interest in MAKING them fail because it helps their narrative.
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Please look at their fundamentals before you make such absurd statements. For ESPN, look at the overall cost of content acquisition (300 million a year to the SEC, 2.7 billion a year to the NFL for Monday Night Football and Superbowl rotation, another 2.7 billion for the NBA, and a few more so it adds up to real money) vs number and income per subscriber (either cable or ESPN+) and you'll quickly find out that the ROI is rapidly decreasing.
 
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Mmoore29

Well-Known Member
EPCOT-O.G. said:
He’s already ethered entire swaths of D+ content just like Zaslav, some of it just weeks old. He’s also now dangling the prospect of selling off assets like ESPN and ABC.
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You can't sell ABC or ESPN without the other, and he's not going to sell them. ESPN will got DTC, but ABC isn't going anywhere.

Iger was also more surgical than Zaslav, and he got great cost savings out of that when Zaslav couldn't even get $1 billion from the 75 shows he cut. Iger also didn't take them for tax write-offs, he clearly hinted this material, including Artemis Fowl, will reemerge in some form, primarily through FAST services. So that cushions the blow.
 
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Trauma

Well-Known Member
Mmoore29 said:
No, these are the numbers. Remember, films in Japan (where TLM has had one of its biggest markets) can play for a year there. There's a lot of expansive windows around the world. And remember, the NA window is 45-60 days.
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LTM will make less than 1M this week in Japan.

How does that work out to another 150M ?
 
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Mmoore29

Well-Known Member
hopemax said:
They are still the ones in the drivers seat. So convince them Disney isn't struggling, don't waste your time with us!
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That's not my job, I'm a no one who couldn't reach them. Disney is the one that has to do that. And a lot of these ride or die shorts are never going to be convinced, because they make their money at the expense of companies. They unload on companies at the first mere whiff of a SUGGESTION of trouble, they aren't actually caring about the fundamentals, at least most of them aren't. And unless there's some kind of new regulation on shorting, that's how it's gonna be.
 
Indy_UK

Indy_UK

Well-Known Member
Mmoore29 said:
Things ARE well. Iger isn't Eisner, and this isn't like 1999-2005 by a long shot. There is nothing fundamentally wrong with Disney at all, except Genie+/Lightning Lanes. These movies are great, these shows are great, these brands are vibrant and thriving. But the press thrives on spreading the Disney in disarray narrative, because they've been eager to make it so ever since 1995. Why? Because they are jealous and envious of Disney's success. The difference is that when they spread these reports back in '95/'96 when it wasn't true, Eisner took them to heart and MADE it true. Iger isn't like that. Heck, even Chapek, for his faults, didn't take things to THAT extent.

Let's not forget that even Eisner wasn't the company's darkest hour. That was between WWII and Disneyland, when Walt was still alive.
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Look closer to what’s going on
 
SamusAranX

SamusAranX

Well-Known Member
Mmoore29 said:
Is it trolling to point out that Disney WAS on the ropes in that period, with Walt in charge? No. Of course, they dug themselves out, especially because Walt had the right idea. But the company hasn't been on the verge of death since then. Not even with Eisner.
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I was referring more to this statement:

There is nothing fundamentally wrong with Disney at all, except Genie+/Lightning Lanes. These movies are great, these shows are great, these brands are vibrant and thriving

Disney's movies and shows have not been thriving as of late. For every hit there have been quite a few misses. anyone, even the most ardent defenders and Iger himself in the interview today, can see and admit Disney needs to retool with their production business.
 
LSLS

LSLS

Well-Known Member
Mmoore29 said:
Remember, I said that movies run for A YEAR in Japan. And Japan isn't the only market where the movie still has a long time to run.
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I don't have any way to say you are right or wrong on that, but at the current rate (if I trend line it for), that should result anywhere from $5-$10 million. There's a LOT more to make up to make 700.
 
TalkingHead

TalkingHead

Well-Known Member
networkpro

networkpro

Well-Known Member
In the Parks
Yes
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Cable subscribers pay nearly $10 per month for ESPN and ESPN2, while ESPN+ subscribers pay $6.99 per month. So you can understand why Disney is in no rush to exit the cable business.

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T

Trauma

Well-Known Member
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MR.Dis

Well-Known Member
Mmoore29 said:
TLM is making it to $700 million worldwide since it has a long time to play overseas and even some North American Markets. Star Wars has always been warmly received by the public at large, as the fanboys and the Internet has NEVER spoken for the majority; the movies and shows are all accepted as canon, and that's just the way it is. Indy is a license to print money, regardless of its faults. Elemental has been catching fire and will finish in the black (though it and Lightyear would've done better if Daniel and Chapek hadn't moved those movies to Disney+ and would've ridden that wave), and Pixar is bound to do even better since Iger has hinted that firing John Lasster over unproven allegations was a mistake and we might soon see him coming home to Pixar where he belongs; the MCU is doing quite well and has been continuing to provide a great coherent narrative and the public continues to embrace it, despite what the doomsayers say; Haunted Mansion, Chevalier and Wish are primed to do well. But don't count the media to be honest about all of this.
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Never let facts get in the way of a good rant. Just checked Box Office Mojo and TLM has grossed $544mm thru last weekend (not really close to $700mm). The last weekend US haul was 3.6 mil, in otherwords it is about to be pulled. Variety reported last week that the combined losses of all the movies released by Disney so far in 2023 will be 800MM, that is not what I would call a healthy situation. Other than that, how was the play Mrs. Lincoln.
 
el_super

el_super

Well-Known Member
hopemax said:
They are still the ones in the drivers seat. So convince them Disney isn't struggling, don't waste your time with us!
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Do they think Disney is struggling? They seem content with Iger and the board so far.

networkpro said:
Cable subscribers pay nearly $10 per month for ESPN and ESPN2, while ESPN+ subscribers pay $6.99 per month. So you can understand why Disney is in no rush to exit the cable business.
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Those charts seem to indicate that it's around the same number of people watching, just split between cable and streaming.

So what's the fundamental problem here? That disney has to pay for two delivery methods? That people don't want to spend as much for streaming?
 

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