Sirwalterraleigh
Premium Member
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News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
BrianLo
Well-Known Member
Definitely, if one of them voted it would be much closer. But they won’t. The progenitor of ETFs and passive funds isn’t backing disruptive active investors. It’s pretty much against their investment philosophy.
Blackrock and Vanguard are really twins. I already argued none of these would tip Peltz to begin with, but tipping Blackrock’s decision seals my belief.
Casper Gutman
Well-Known Member
In 2022, the MCU released three hit blockbusters in a single year. I’m pretty sure no IP in the history of Hollywood has ever done that (except for the MCU in previous years). The MCU had smash hits in three successive years - 2021, 2022, and 2023. How many IPs have done that? We’ve become so used to the MCU that people have lost perspective on how remarkably unprecedented it is. And now a bunch of real geniuses want to kill it.
Next year we have Captain America, Thunderbolts, and Fantastic Four. I’d be lying if I said I knew how they will perform in the present, unsettled environment. I don’t see any particular reason to bet against them, particularly not Cap or FF. If you’d like to back up your glibness with actual analysis, feel free.
WoundedDreamer
Well-Known Member
The loss of China did hurt Love and Thunder. No question there. That's one of the untold stories of the past five years. China has absolutely annihilated Disney's once-thriving box office figures. Even now that Disney has begun to release in China again, the interest in the MCU is diminished. Now they have to rebuild from scratch.
I've got to disagree on adjusting figures for inflation. Especially following these last few years of heightened inflation, adjusting for inflation is pretty crucial for direct comparison. If we don't adjust for inflation, then we can't actually gauge the real health of a business over any length of time.
If we don't adjust for inflation, figures will always favor the present. That can skew our understanding.
WoundedDreamer
Well-Known Member
Did someone say "adjusted numbers?"
This chart is of every film in Phases 2, 3, 4, and 5. In a way, the success of the Avengers films are just so insane that it skews the results. The other notable film on this list is Spider-Man: No Way Home. Tobey Maguire and Andrew Garfield ought to feel proud, because they drove the third biggest inflation adjusted gross in the MCU's history. No Way Home was so big, that it outgrossed Civil War and Age of Ultron! But still, the greatest films are Infinity War and Endgame. No contest. But a critic might point out that Infinity War and Endgame were in many ways the climax of a decade long story. Is it fair to compare phases 4 and 5 to the peak of the Infinity Saga?
Maybe not...
This is perhaps a more fair view. Gone are the Avenger's films. By eliminating those three films, the Average Marvel film gross drops significantly. We see here a general weakening in Phases 4 and 5 relative to phases 2 and 3. Whereas not a single phase 2 and 3 film gross below 600 million, only 50% of the phase 4 and 5 films crossed that threshold. But someone could easily argue that 2021's releases (Shang Chi, Black Widow, Eternals) were impacted considerably by the pandemic and corresponding changes in the release strategy. Should those films really count?
Maybe not...
Which brings us to our final chart. Things don't look so bad with this iteration. However, the notable failure of Ant Man 3 and The Marvels stick out... But there is reason to worry. Two of the most successful Marvel films released in 4 and 5 have an uncertain future. GotG and Thor both are potentially ending or at least changing. It's not just in anyone's imagination that Marvel's mission of launching new successful characters to carry the saga forward has largely failed.
The jury is out on Marvel's future. There's no Iron Man to save them.
Captain Neo
Well-Known Member
Marvel‘s destiny always has and always will be with the X-Men
iron man and the avengers was just a sideshow
iron man and the avengers was just a sideshow
Disney Said To Be Edging Past Nelson Peltz In Proxy Fight Ahead Of Annual Meeting
Disney may be edging past Nelson Peltz in a proxy fight as more shareholders support the company's board nominees ahead of the annual meeting.
deadline.com
Sirwalterraleigh
Premium Member
Comic book geeks always point to xmen first
And that could be the way
They put the characters on the main stage with the casting of the avengers…that’s the difference with MCU.
Xmen should be a slam dunk…but we have seen Disney miss on some notable slam
Dunks of late. Let’s hope somebody doesn’t muck this one up
LSLS
Well-Known Member
Non-Comic people as well. Anyone who grew up in the 90's with Saturday morning cartoons.
Phicinfan
Well-Known Member
Not sure I agree, the first family of Marvel will always be the Fantastic Four. That is the movie they really need to hit. I would much rather see them do a slow build up for X-Men, and dribble mutants in a few at a time in other movies to build up the desire and anticipation. Just me though
Sirwalterraleigh
Premium Member
Prior to that series…nobody outside the hookah lounge had ever heard of gambit
The movies certainly did well.
X2 is still one of my top five super movies ever…but I don’t think you can expect more than avengers with xmen now. Sometimes things come along at the right time and place
Eventually that will work…but it hasn’t yet
Somethings don’t work the same way off the pages. They have never done much with FF
Phicinfan
Well-Known Member
They who? Not sure your point here as they just gained possession of FF in MCU. I believe you will see major FF, X-men an Avengers sightings and action leading to a major story line IMO.
Slpy3270
Well-Known Member
9th largest institutional shareholder of Disney backs board. Thinking this might be ending soon, and investors seem to agree.
Attachments
Surferboy567
Well-Known Member
Apologies if this was posted
Chip Chipperson
Well-Known Member
All 3 major US indexes are down more than that today (as of 10:47 a.m. Eastern), but somehow Disney's drop is due to a widespread fear of Peltz losing his bid? Okay.
Slpy3270
Well-Known Member
The market's been flat for the past month or so but Disney's been skyrocketing because of the proxy battle and the belief amongst some that Peltz might have a chance. Now that the battle is ending and a Peltz victory is looking increasingly unlikely, the pro-Peltz crowd is cashing out.
If by "reporting" you mean cringe YouTubers making videos and ITM-like sites writing clickbait then yeah.
Chip Chipperson
Well-Known Member
Disney has been rising for at least the past 6 months and has outperformed all 3 indexes over that span, so the past month has nothing to do with Peltz. There's a reason why he's not getting support from some heavy hitters in that world. His past performance gives no indication that he's some savior for Disney.
Slpy3270
Well-Known Member
Trian announced their campaign six months ago. Coincidence?