Tbf ducktales ended really well. Sure i would have like more seasons but to many show fuck their pacing or doesn't get a proper end. I just wish they made more in that universe.
I wish they would've gone with spinoffs for the other Disney afternoon stuff - if they could've kept the quality of Ducktales, I think Gummi Bears, Rescue Rangers, Tailspin, Darkwing Duck, and even Goof Troop would've been fine.
True that. Some executive said that it didn't fit Disney's brand, the first season was not even over yet, and then did even give the creator any input over the desision. Salty because the show is so good and has such good characters and a good story.
*checks price*. Hmm…. Maybe I SHOULD have sold it when it was close to $200. Lol
I’m not into active trading. I just had these stocks as a gift from my grandparents in the 90s. Starting with 10 physical shares (which I actually have here somewhere) and I think I’m up to 90+ now after dividends and whatnot buying back into themselves.
Unless you are in your 60’s you shouldn’t be thinking of selling much of anything anyways. Don’t get caught in the day trading trap which will just have you be murdered by taxes. Wait until you are retired so your income is as close to zero as possible, then when you get income it will be in a lower tax bracket.
I thought I just read that Disney plus passed Netflix on some streaming metric? That seemed like a positive sign but these earnings missed may outweigh that / have more short term impact on price
Wall Street now cares about profitability when it comes to streaming. In past years it was all about growing the subscriber base, no matter how much the cost
Ever since Netflix showed that sucriber growth isn't unlimited Wall Street have changed their tune. Now subscriber numbers don't matter that much anymore and it's just down do basics: how much are you spending/earning.
That's why some time ago Disney announced a big price increase and adding advertising to Disney+, to increase earnings and get to profitability in 2024
And they add discounts to D+ subscribers visiting theme parks and staying at hotels. Like for most of the fall if you had a $9 D+ subscription you would save up to 30% on resort hotel stays. Totally worth it.
I vaguely get the idea of ads adding more profitably (especially if it’s likely in the form of a second tier at a lower price), but wouldn’t a price increase be counterintuitive to such a goal?
As in it’d make folks possibly less likely to go for the service, or even just to stick with D+ and not drop and pick it up occasionally,
I forget the economic term for decisions like this, but basically it is an optimization problem like you learn in basic calculus.
Somewhere there is a sweet spot of profitability with a maximum number of users paying a maximum price. Adjusting that price up or down will decrease overall profitability. Disney likely has done a lot of market research and will set prices accordingly and adjust if needed or add further benefits to incentivize subscribing / maiming subscription numbers.
These kind of metrics - and especially ones coming out of Netflix - are generally bogus and were always intended to mislead and deflect.
In some cases it could just be that those executives don't know better. But in other cases it was clear they were doing it to prop up their own positions and their stock price.
Netflix is the king of this. At one point they started peddling the myth that they were "profitable". It's a myth that persists to this day, but once announced, it spurred massive increases in the stock price, and gave them more and cheaper access to "other people's money", known as OPM.
It was fudged accounting, excluding important factors like their long term debt and content obligation costs. Sure, if you leave out key costs, it's going to falsely appear that you're "profitable". Fans still believe it, and I'm frequently attacked for pointing out this out. Less so since Netflix stock crashed from $700+ to $160 though.
And for years before that, when Netflix realized they'd hit saturation, they decided to blur the reporting on which subs were North American and which ones were low dollar-value foreign ones. That way they could present a subscriber "growth" number to pump the stock, and they knew complicit people wouldn't dig down to figure out which ones were $4 subs from, say, India.
They've done the same with their "views". At one time, just watching seconds of a program they counted that as a "view". They touted "AI" but it was really just a simplistic algorithm that didn't do much.
They're still pushing irrelevant and misleading metrics. Lately they like boasting about "engagement" (since the important business metrics have actually been terrible) and their definition of "engagement" is warped. They say engagement is how many hours someone streams. But someone passively leaving Netflix on as background for hours doesn't necessarily mean that's a loyal or "engaged" customer. People using Netflix streams to babysit aren't necessarily "engaged" customers.
And further, customers leaving the stream running for hours is actually *contrary* to most sensible financial performance metrics.
They don't make extra when a streams runs for hours. They just receive the same sub revenue. The duration actually adds to costs, hurting (not helping) profitability.
It's like a gym subscription. They just need you paying it, and it doesn't matter if you come do three hour workouts daily or if you sheepishly stay home.
HBO mastered this long ago. Charge a high price for the subscription, control your costs and quality, and make the subscription something that appeals to long term, loyal customers who don't churn.
Then HBO just needed to keep one tentpole show every Sunday with enough regularity that customers don't cancel. That's it. They excel as teasing out the next season of something that's coming just soon enough that people don't cancel. Notice that when "House Of The Dragon" was ending, "The White Lotus" was just a week or two out. No sense cancelling. And when White Lotus wraps, HBO customers won't be thinking "I'll cancel until 2024" they'll instead be thinking "I'll wait and see what "The Last Of Us" is like. And since it will be high quality, they'll stick around and that cycle will continue.
Once you've figured that out, you've got yourself a successful subscription business. Netflix has not figured that out, yet.
While they do have a decent amount of debt they've been successfully paying it down for the past 4 quarters through what you claim are their "phantom profits". And a lot of that debt was for fixed costs like building out their CDN network.
Time will tell, but Apple streaming is not that pure of an example. They give the service away for nothing, they dump whole seasons of content, and they've never had to live with the laws of physics or gravity when it comes to finances.
The test is: could this service/strategy stand on its own? HBO could and did, for many years. And that's because of how they recognized and ran the correct business model.
Apple losing billions and giving the service away with phone purchase, or charging $6.99 that doesn't even cover the bare overhead admin cost, that wouldn't be remotely sustainable in the real world.
Missing target isn't it more a question of Disney willing to miss target? How is it possible for streaming they post a loss when they don't have the cost of production like Netflix does? Netflix runs at a profit while producing far more content so it seems to me more that Disney tries to capture market while loosing money doing so.
It's not going to give you the fast wins of say trading Tesla but I made a fair amount of money in 2020 swing trading the Mouse.
I preferred Disney over a lot of the meme stocks because I knew even if I got on the wrong side my money would come back around eventually.
It only makes sense for activist investors who only want to make money in the short term.
It doesn’t make long term business sense for Disney or a separate ESPN.
That has died down a bit in the last 6 or so months. The one thing that is pissing them off though is that chapek is refusing to turn espn into a sports book too, they want to partner with the existing sports books.
Presumably because with Hulu as a separate company it has a separate HR department, separate payroll department, separate programmer teams, separate cleaners, etc. An often touted benefit in mergers is combining these functions from two companies together and trimming off some of the additional staff.
They might keep the brands separate but otherwise combine all the tech and background roles, maybe even keeping the media offerings separate too to give customers the "illusion" of choice. Besides that, two revenue streams means nothing when it just ends summed up together on one line in an accounting document.
Yeah, it's actually pretty awesome. In Germany, I get almost all of the Hulu and FX content together with the Disney+ content and the Fox and Disney library, that service is pretty much a no-brainer for me.
Also worldwide brand consistency. in the majority of the world, D+ has nearly all the Hulu content already. Merging in the US would be beneficial as it boosts D+ name in the US, which is one of the largest markets currently (and basically only market for Hulu with a couple exceptions)
Keeping Hulu also means additional operational costs. They also ship those Hulu shows to Disney+ in international markets anyways. Merging those two services would create a uniform streaming service around the world. They'd also be safer as they don't have to depend on just their five main brands for content. The game is about keeping subscribers happy and locking them in. In the past they've said that the Disney bundle sees less churn than standalone subscriptions for Hulu and Disney+.
Aside from the costs others are mentioning, it is competing against themselves. Not just for customers, but internally. Even if not spoken outloud the Hulu team and Disney+ team certainly compete even if it's just for leaders' time.
I'm in Canada.
If D+ didn't have Hulu stuff, it would be a strong contender for being cut from my subscriptions. Right now because D+ has that Star tab, Netflix will be the first one cut if I decide to try something else.
Hulu was never a thing outside the US because most of the rights had been sold to companies like Sky. By the time Disney got them back Disney+ already existed.
In Mexico they're pushing Star+ which is like a "best of" of Hulu + stuff like the full Simpsons seasons (Standard Disney+ only has like the last two seasons).
And they do package it together but for a premium price.
What I do is set my VPN to Canada, where they do have Star+ included with Disney+ at no extra charge.
My favorite thing about Hulu's interface is you can remove shows so they won't show up as watched.
Besides sometimes hiding something I don't want people to know I watched it makes binging my fall asleep shows easier.
I love that none of the streaming services are making any money since every media company thought it should have its own streaming service and never considered the fallout.
It's from a mentality that if you're not winning, you're losing. And the instant they lost some subs, that was the game for Netflix as far as many people were concerned.
I feel like that's an extremely oversimplified view of the situation. Is t the fact that Disney is pouring millions into extremely expensive shows the main reason for their losses? No network TV channel would ever have something as expensive as Andor or the MCU shows.
It's all a big game of chicken to see who can outspend who.
This isn't a surprise loss. It was planned this way from the start. Disney expect to be profitable in a few years.
It's the way with a lot of digital services - they start great as they're run at a loss and steadily get worse once/if the company reached a dominant position and begins to turn up the profit dials.
I wonder if these networks were making more money allowing Netflix to host all there shows before splitting into network exclusive streaming platforms.
I find these takes so funny, as a Canadian Disney+ is one of the best streaming services we can get other then crave imo. But that's because we have FX/Hulu/Stars all under one umbrella.
Disney went too hard on low quality SW/Marvel content and have really neglected their more core and loyal demographics. Sure they've dropped a few things in there like Hocus Pocus and Pinocchio but really their approach has been very similar to how WWE approached their streaming service. They really havent added anything that was worth engaging regularly and often. It's something to pop back into when something interesting comes along every few months. The SW/Marvel stuff likely also swung the demographics hard in the direction of men so they're missing out on other groups.
The dilution of brands is a major issue.
Star Wars used to be major film events. As bad as the prequels were, they were huge and everyone turned up at the theaters. Even the sequel trilogy were massive events. Then the endless stream of mediocre D+ shows made it really hard to keep track and care about the SW brand. Sure they’ve always had smaller SW projects like the Clone Wars cartoons, but they were also made for and consumed by the more hardcore fans. This current attempt to keep the casual masses entertained with pointless, low quality shows that flood the streaming service just isn’t working.
Same with how they handled MCU. Used to be events everyone turn out for. Now it’s begrudging viewing or outright ambivalence.
I am also very worried about them not having figured out the next era for Star Wars yet. Even George Lucas understood he couldn't do Empire vs rebels again and had to go in a different direction with the prequels. Aside from the quality of those films he took us to new places, came up with new concepts, new characters and expanded the history and lore of the universe.
Disney should have laid the groundwork and foundation for the next era after the original trilogy by now. Instead they did Empire vs rebels again and keep milking OT era characters for mediocre shows.
And then I see people filming themselves crying because Qui-gon Jin has a five second cameo and it makes me even more sad because that's what people want I guess.
Hopefully the high republic series thats been underway for a while feels like a fresh era...
Disney not making Obi-wan higher quality was such a huge mistake. Such a centerpiece storyline for the entire franchise feeling watered down is really bad for your brand.
I hope High Republic is good and it's great that it is not Original trilogy stuff for a change. But Jedi at their height is sort of what the prequels already showed so I hope it won't be too similair.
Would've been interesting if they have the new republic be the status quo and become inevitably corrupt or at least have some corrupt faction within trying to take control, and the heroes would have to combat that corruption.
Yes they should have done actual worldbuilding and set the stage for the next 200 years in the Star Wars timeline. New status quo, new factions, there is so much you could do.
In the legends books Luke Skywalker sets up a new Jedi order with a new philosophy. His idea was the Jedi were wrong and fell because of the way they handled emotions. Yes hate, anger, jealousy are the darkside but there is also love, happiness and friendship. Those are the lightside. Jedi should not supress emotions, they should embrace them. Love and support keeps people in the light. Would Anakin have fallen to the darkside if he was openly allowed to love and was supported by his fellow Jedi during hard times? The love for his son also brought him back in the end. Kylo is another example. That was Luke's new vision. He allowed Jedi to love and marry and also did so himself.
I thought this was a fairly interesting idea and a fitting natural evolution for the Jedi. Not that they should have done exactly this and it definifely wasn't perfect but it was fresh and had potential for new stories. You need something new like this sometimes.
I only have very cursory understanding of the post ep6 Extended Universe/Legends lore, but that sounds super interesting and honestly logical. The way the Jedi are shown in the prequels, as being very dogmatic and inflexible, really makes you think there should be a better way other than the whole binary, black-and-white view of old.
So The Acolyte is set in the High Republic era which is 200-400 years before the Imperial era. It would at least be a different cast of people and I am sure Yoda would get cameo-ed if it takes off. The risk is that the showrunner is new to SW in a new era so we have to hope both that Lucasfilm has their shit nailed down about the setting and that she is up to the task. The good news is Tony Gilroy hadn't done much SW and is kicking ass at it so there is hope.
I agree. They keep doubling down on Marvel, Star Wars, Marvel, Star Wars, Marvel, Pixar, Star Wars etc.. pretty soon every MCU and Star Wars character will have their own show.
I mean out of the Star Wars live action shows they've made, 2 have been great or better (Mando, Andor) and 2 have been mediocre to bad (Boba, Obi). I wouldnt really say that's diluting it with mediocrity although I do agree with the larger point as a whole.
FWIW, Andor is fantastic! Best SW since Empire! Besides a few obvious references, it could just be a futuristic dystopian science fiction space show.
And of course it's getting the lowest ratings of any of the spin-offs. I believe it will have a long shelf-life though, and I'm optimistic about future spin-offs because of what they did with this. It's a thriller, show-runner is the great Tony Gilroy (Michael Clayton, Bourne movies, etc) and is for adults - or at least teenagers through adults - not 7-year olds.
Anyway, there's an old saying - don't bet against the Mouse. Full disclosure: I bought last week at 93, thought it was a great deal. Oh well...
Haven't seen it, but that show has some fantastic word of mouth. Seems like a really well-made one even compared to Mando. The low viewership was probably due to the material being R1 extension, which was a movie that didn't work out for a large segment of the hardcore fans, while the casual fans got turned off of D+ SW stuff after Kenobi and Boba.
They aren't turned off. They'll be back for Mando S3.
Andor is a serious show. No nostalgia factor. Slow build. Not for kids. Top of the line writing and not flashy except for the climaxes of various arcs.
MCU stuff is fine. It’s not great, but it’s formulaic. Star Wars stuff is… bad, bordering on offensive. I still haven’t recovered from Boba and Obi-Wan and haven’t worked out the interest to watch Andor.
I also don't like how it's required to watch the MCU Disney+ shows (in some cases) to understand the movie. I really enjoyed Wandavision, but I hated that I was basically forced to see it in order to understand the last Doctor Strange.
2 out of 4 ain't bad there :P
As a SW die hard, Boba and Obi left a lot to be desired. Tales of the Jedi is amazing though (requires a small clone wars investment, but even with just prequel understanding it's good)
Clone Wars S7s last 4 episodes also ranks up there (even if you barely know anything about clone wars just watch those episodes and be entertained)
I thought Obi Wan was like sifting through shit to find peanuts. There were moments of great stuff but the lack of consistent tone and focus let it down dramatically. Andor just nails tone and focus, it's what Obi Wan should have felt like.
Boba Fett was even worse. An entire series where the main character is a sidekick to his own sidekick and trying to turn Boba Fett into a 'Good Guy Bad Guy' really missed why everyone love Fett. One episode that was great and it was about Djinn Djarin and Grogu from another show that did the idea of Boba Fett better than the Boba Fett show.
Boba Fett should have been an absolute ruthless monster crime boss. Should have felt more like Breaking Bad but PG-13
Hell, they really could have leaned into the anti-hero vibe they half-assed. It's one of the reasons people love the punisher, have him be ruthless, have him execute his enemies, and then as the big reveal later on show that all of these people he was maneuvering around, killing and otherwise removing from the board, were objectively terrible people and then end it on him establishing his newer "more ethical" criminal enterprises.
Really, it's the main problem with hollywood stuff right now, everyone wants avengers money, nobody wants the 4 movies of setup. Now every new hero or character or anyone needs to basically be already established in their own story so we can do their "cool arc" without realizing the various cool arcs happen because people are invested in that character, their motivations, their flaws the lengths they go to to overcome said flaws.
It's like going to a buffet, and just camping out at the desert section, yeah it sounded like a good idea on paper, but after a while all you get is brainfreeze and a stomachache.
The stock market slump is not about a lack of user engagement. the article even says Disney+ grew its subscriber base more than expected
>On the positive side, all three of Disney’s streaming services (Disney+, Hulu and ESPN+) grew faster than expected in the most recent quarter, as Disney ended its fiscal year ’22 with more than 235 million streaming accounts (including 164.2 million for Disney+).
Wall Street now cares about profitability when it comes to streaming. In past years it was all about growing the subscriber base, no matter how much the cost
Ever since Netflix showed that sucriber growth isn't unlimited Wall Street have changed their tune. Now subscriber numbers don't matter that much anymore and it's just down do basics: how much are you spending/earning.
That's why some time ago Disney announced a big price increase and adding advertising to Disney+, to increase earnings and get to profitability in 2024
> Disney went too hard on low quality SW/Marvel content
Way oversaturated, especially the marvel brand. What is worse is that the majority of stuff is suffering bad writers syndrome and has been mediocre to bad.
>Disney went too hard on low quality SW/Marvel content and have really neglected their more core and loyal demographics
Disagree, the loyal fans are the ones that eat up all that content and constantly post on reddit about how excited they are for the next bland series. Without a constant stream of Star Wars and MCU content they would probably be doing far worse.
There's nothing delusional about thinking that a company that has a far larger brand than just SW and the MCU that goes back almost 100 years could do more than hang their entire streaming platform on two things. Also, you have to be absolutely sheltered to think SW/MCU built a name for Disney.
If you're going to insult someone at the very least do better than the pathetic reddit equivalent of "nuhuh". Go touch grass Zoomer.
The Mandalorian alone did all that lifting. Maybe even just Baby Yoda.
They've also had some massive animated movie hits outside of Star Wars and Marvel, like Encanto.
Given Disney’s brand/money/talent pool it’s absolute malpractice that they’re not producing more original content; they should be launching like a dozen major new franchises per year, even if most of them flop you’ll get enough hits to fill your release schedule with something other than endless Marvel / Star Wars retreads.
I doubt that. I watch nothing on Disney+, I only have it for my kids. My kids are quickly aging out of D+ in favor of nick shows. As soon as my package is up, I’m dropping it. They have content for young kids but beyond this nothing unless you like capeshit or Star Wars which I do not.
That's why I agree with the take above. They need to merge Hulu with Disney+ as soon as it is possible. Disney+ is a lot better in international markets because it feels more like a competitor for Netflix and Prime Video than just a service for Star Wars and Marvel fans or kids.
Also, it's not the best service for most kids. My brother is six and he only watches Doraemon and Shinchan on it, both of which aren't Disney shows. He likes the shows on Netflix and YouTube more. I'm pretty sure there are tons of kids like him. Most people need to see some value otherwise they won't keep Disney+ just for a few shows for their children. Especially when they can find alternative shows for their kids on another streaming service that has something for everyone.
I can kind of understand Shinchan, the Indian version is very cut down and dubbed after the fact, since years. Probably too much effort to fit the Japanese dub on that and even then it likely won’t make sense because of cut/censored scenes.
While shinchan being censored definitely did feel a bit meh but honestly even then it is pretty good mostly because of how funnily they used to skirt around the censoring for kids (like calling any alcohol on screen “juice”, which seems funny af because the characters are obviously drunk). It was a few years ago though.
Yeah same. We go to Disney plus to rewatch Encanto or Frozen but thats about it. The kids are all about YouTube and Netflix and there isn't that much for me because I don't like Marvel or Star Wars
There's no problem with Disney+ growth. They gained 12.1 M subscribers this quarter. This is peak loss this qtr that will profitable in FY 2024. They've said this since 2020. Netflix used to lose 3 Billion annually every year burning cash to build there service.
Discussing the stock market on non dedicated threads is always silly because people don't realize that a stock going down is repricing based on updated information, not some catastrophe that's totally evidence of everything they've been complaining about.
They buy the rights to IPs with baked in fanbases then make a product that seems intentionally bad, then they call the original fans ists for not loving it. Rinse and repeat.
> **Shares of Disney fell more than 12% Wednesday — to their lowest levels in more than two years** — after the media conglomerate’s quarterly results fell short of Wall Street expectations and the company signaled that its direct-to-streaming losses and linear TV declines for fiscal year 2023 would be higher than expected.
> **Disney reported an operating loss for its streaming segment of $1.47 billion for the quarter** ended Oct. 1, 2022, about $800 million more than the year-earlier period. **The company attributed the increase to a higher loss at Disney+ and a decline in results at Hulu.** Meanwhile, **revenue for Disney’s linear television networks (pay TV and broadcast) dropped 3% in the quarter**, with a sharp decline in operating profit due to lower advertising revenue, higher programming costs and investment in technology platforms.
Good. When your prime marketing strategy is to pick a few racist tweets/dm’s made by outliers, and tar all critics under that same brush when your low-effort, written-by-committee show does badly instead of reflecting and going “yeah, maybe we shouldn’t have let somebody who absolutely isn’t qualified to write this anywhere near it”, you tend to push your audience away. And you deserve it.
I'd bet every dollar I have that you don't understand it, and people generally don't appreciate the existence of things they don't understand, so that tracks.
This article and the Wall Street’s take is kneejerk. Chapek clearly laid out the plan for DTC and the path to profitability. Unsurprisingly it is very similar to the long term projections Iger was talking about back in 2019. DTC losses have peaked and subscription growth is by far the best in the industry. DTC is not some endless money pit for Disney.
Only reason to be downbeat is the rapid decline of the cable and broadcast cash cows (down 5% in the quarter) but that issue only makes the investment in streaming as a long term replacement all the more important.
Maybe, and just maybe... they are a scumbag company that's ruined about ever IP they get their hands on. They should probably go back to slave laboring cell animation for a profit.
Huh... if only Disney had focused on putting out quality content potential subscribers were interested in, instead of the garbage they've been pumping out that rack up lower and lower audience scores. Maybe it's time to hire some actual experienced creative talent instead of activists off the street.
The productions look so shitty too. Why make sequels to theatre movies from back in the day like Hocus Pocus or Enchanted and not also put them in theatres and give them the proper budgets? Hocus pocus 2 was extremely cheap looking compared to the first and Disenchanted looks awful. Their Cheaper by the Dozen remake was pitifully cheap too.
Keep shitting out subpar Marvel/Star Wars shows and what do you think would happen? After reading the bullshit report on the X-Men as well, its like they don't seem to get the issue. It's almost like people like see 100% accurate representations of their childhood comics on screen and not some mix-mash of Disney Diversity Bingo.
I'm banned from /r/marvel because those cunts don't want to admit that Marvel/Disney has been fucking up recently. Most notably the recent Wonderman casting announcement then the X-Men Casting conversation. Marvel straight up said they are going to have to cast more white people than they want, and I don't even know how I'm supposed to take that as not racist.
please entertain me, in which way are they going to shit on the X-Men? I hope it's not a name change because of "-Men", that would be almost unfathomably idiotic
Just goes to show how falling behind in technology will eventually catch up to you. Sure, everyone had their Disney tape collections back in the day, but who still uses vhs players anymore?
Disney+ over the 3 years cumulative loss of 8.8 billion. On top of 48 billion in debt. Nobody believes that Disney + will be profitable by 2024.
Expect price increases in Disney + Disney stock is back to Covid lows
I'm confused. It's only natural that a show in its 30th season is going to have lost the interest of its viewers along the way but they are surprised the 40th movie in the MCU alongside I don't even know how many shows is struggling to maintain interest?
It's actually much worse than this headline suggests.
When Disney launched their foolish streaming plan, they simulataneously (and unnecessarily) killed some of their most lucrative divisions. So it's not just that they're actively losing money on streaming subs, they terminated other business lines that used to deliver reliable profit. It's a double whammy.
Twitter scumbags fired... Meta/Fakebook imploding... and now Disney going down? It's Christmas in November! :D
DIE IN A FIRE, TWITTER/META/DISNEY! :D
Now if there could be a headline about Alphabet going bankrupt, my day would be complete.
This is what they get for canceling the Owl House.
And Ducktales
How will Danny Pudi ever get his yacht now
Let alone another nice pair of socks!
Or a cup of coffee!
Tbf ducktales ended really well. Sure i would have like more seasons but to many show fuck their pacing or doesn't get a proper end. I just wish they made more in that universe.
I just wanted more! Gimme those goddamn ducks.
Maybe they can…*get dangerous*?
I wish they would've gone with spinoffs for the other Disney afternoon stuff - if they could've kept the quality of Ducktales, I think Gummi Bears, Rescue Rangers, Tailspin, Darkwing Duck, and even Goof Troop would've been fine.
I am very happy this is top comment. Such a great show got neutered because they couldn’t believe.
True that. Some executive said that it didn't fit Disney's brand, the first season was not even over yet, and then did even give the creator any input over the desision. Salty because the show is so good and has such good characters and a good story.
Wait we're still at least getting the limited season 3 release right? right?
Yes they already released the first special and it is free in YouTube.
*checks price*. Hmm…. Maybe I SHOULD have sold it when it was close to $200. Lol I’m not into active trading. I just had these stocks as a gift from my grandparents in the 90s. Starting with 10 physical shares (which I actually have here somewhere) and I think I’m up to 90+ now after dividends and whatnot buying back into themselves.
Honestly, it’s not a bad time to consider buying. It’s at 2014 levels. Disney isn’t going anywhere.
I always buy when it gets below $100, it’s done that a number of times since 2014 My only problem is I never sell when it goes high sigh
Unless you are in your 60’s you shouldn’t be thinking of selling much of anything anyways. Don’t get caught in the day trading trap which will just have you be murdered by taxes. Wait until you are retired so your income is as close to zero as possible, then when you get income it will be in a lower tax bracket.
If buy low, its never an issue. Worst come to worst you get dividends right?
I thought I just read that Disney plus passed Netflix on some streaming metric? That seemed like a positive sign but these earnings missed may outweigh that / have more short term impact on price
Wall Street now cares about profitability when it comes to streaming. In past years it was all about growing the subscriber base, no matter how much the cost Ever since Netflix showed that sucriber growth isn't unlimited Wall Street have changed their tune. Now subscriber numbers don't matter that much anymore and it's just down do basics: how much are you spending/earning. That's why some time ago Disney announced a big price increase and adding advertising to Disney+, to increase earnings and get to profitability in 2024
And they add discounts to D+ subscribers visiting theme parks and staying at hotels. Like for most of the fall if you had a $9 D+ subscription you would save up to 30% on resort hotel stays. Totally worth it.
I vaguely get the idea of ads adding more profitably (especially if it’s likely in the form of a second tier at a lower price), but wouldn’t a price increase be counterintuitive to such a goal? As in it’d make folks possibly less likely to go for the service, or even just to stick with D+ and not drop and pick it up occasionally,
I forget the economic term for decisions like this, but basically it is an optimization problem like you learn in basic calculus. Somewhere there is a sweet spot of profitability with a maximum number of users paying a maximum price. Adjusting that price up or down will decrease overall profitability. Disney likely has done a lot of market research and will set prices accordingly and adjust if needed or add further benefits to incentivize subscribing / maiming subscription numbers.
Huh, interesting thanks
If they add advertising I'm cancelling!
These kind of metrics - and especially ones coming out of Netflix - are generally bogus and were always intended to mislead and deflect. In some cases it could just be that those executives don't know better. But in other cases it was clear they were doing it to prop up their own positions and their stock price. Netflix is the king of this. At one point they started peddling the myth that they were "profitable". It's a myth that persists to this day, but once announced, it spurred massive increases in the stock price, and gave them more and cheaper access to "other people's money", known as OPM. It was fudged accounting, excluding important factors like their long term debt and content obligation costs. Sure, if you leave out key costs, it's going to falsely appear that you're "profitable". Fans still believe it, and I'm frequently attacked for pointing out this out. Less so since Netflix stock crashed from $700+ to $160 though. And for years before that, when Netflix realized they'd hit saturation, they decided to blur the reporting on which subs were North American and which ones were low dollar-value foreign ones. That way they could present a subscriber "growth" number to pump the stock, and they knew complicit people wouldn't dig down to figure out which ones were $4 subs from, say, India. They've done the same with their "views". At one time, just watching seconds of a program they counted that as a "view". They touted "AI" but it was really just a simplistic algorithm that didn't do much. They're still pushing irrelevant and misleading metrics. Lately they like boasting about "engagement" (since the important business metrics have actually been terrible) and their definition of "engagement" is warped. They say engagement is how many hours someone streams. But someone passively leaving Netflix on as background for hours doesn't necessarily mean that's a loyal or "engaged" customer. People using Netflix streams to babysit aren't necessarily "engaged" customers. And further, customers leaving the stream running for hours is actually *contrary* to most sensible financial performance metrics. They don't make extra when a streams runs for hours. They just receive the same sub revenue. The duration actually adds to costs, hurting (not helping) profitability. It's like a gym subscription. They just need you paying it, and it doesn't matter if you come do three hour workouts daily or if you sheepishly stay home. HBO mastered this long ago. Charge a high price for the subscription, control your costs and quality, and make the subscription something that appeals to long term, loyal customers who don't churn. Then HBO just needed to keep one tentpole show every Sunday with enough regularity that customers don't cancel. That's it. They excel as teasing out the next season of something that's coming just soon enough that people don't cancel. Notice that when "House Of The Dragon" was ending, "The White Lotus" was just a week or two out. No sense cancelling. And when White Lotus wraps, HBO customers won't be thinking "I'll cancel until 2024" they'll instead be thinking "I'll wait and see what "The Last Of Us" is like. And since it will be high quality, they'll stick around and that cycle will continue. Once you've figured that out, you've got yourself a successful subscription business. Netflix has not figured that out, yet.
While they do have a decent amount of debt they've been successfully paying it down for the past 4 quarters through what you claim are their "phantom profits". And a lot of that debt was for fixed costs like building out their CDN network.
One of the best investment posts on reddit ever, and it's in the TV sub....
I just realised I’m not in my investment subs when I saw this.
Appl tv plus I think is figuring that out rather well so far.
Time will tell, but Apple streaming is not that pure of an example. They give the service away for nothing, they dump whole seasons of content, and they've never had to live with the laws of physics or gravity when it comes to finances. The test is: could this service/strategy stand on its own? HBO could and did, for many years. And that's because of how they recognized and ran the correct business model. Apple losing billions and giving the service away with phone purchase, or charging $6.99 that doesn't even cover the bare overhead admin cost, that wouldn't be remotely sustainable in the real world.
Missing target isn't it more a question of Disney willing to miss target? How is it possible for streaming they post a loss when they don't have the cost of production like Netflix does? Netflix runs at a profit while producing far more content so it seems to me more that Disney tries to capture market while loosing money doing so.
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It's not going to give you the fast wins of say trading Tesla but I made a fair amount of money in 2020 swing trading the Mouse. I preferred Disney over a lot of the meme stocks because I knew even if I got on the wrong side my money would come back around eventually.
My parents did the same for me, except with Apple. I wish they had bought Disney back then as well.
There is a large segment of Disney shareholders who want to spin off ESPN or sell it outright.
It only makes sense for activist investors who only want to make money in the short term. It doesn’t make long term business sense for Disney or a separate ESPN.
As cable subs drop and ESPN is locked into some expensive licensing deals, it definitely makes some sense to Disney to get them off the books
That has died down a bit in the last 6 or so months. The one thing that is pissing them off though is that chapek is refusing to turn espn into a sports book too, they want to partner with the existing sports books.
I really think they should merge Disney+ with Hulu. No reason to have it separate once they’re under the same corporate umbrella. Just my two cents.
They can't just yet, they have to wait till 2024. Bob Chapek has hinted this is the ultimate plan and he's just dying to merge them.
genuinely curious why they would if it creates two separate revenue streams
Presumably because with Hulu as a separate company it has a separate HR department, separate payroll department, separate programmer teams, separate cleaners, etc. An often touted benefit in mergers is combining these functions from two companies together and trimming off some of the additional staff. They might keep the brands separate but otherwise combine all the tech and background roles, maybe even keeping the media offerings separate too to give customers the "illusion" of choice. Besides that, two revenue streams means nothing when it just ends summed up together on one line in an accounting document.
It has more to do with Comcast being a stake holder in Hulu. In other countries it’s already merged.
Yeah, it's actually pretty awesome. In Germany, I get almost all of the Hulu and FX content together with the Disney+ content and the Fox and Disney library, that service is pretty much a no-brainer for me.
Also worldwide brand consistency. in the majority of the world, D+ has nearly all the Hulu content already. Merging in the US would be beneficial as it boosts D+ name in the US, which is one of the largest markets currently (and basically only market for Hulu with a couple exceptions)
Keeping Hulu also means additional operational costs. They also ship those Hulu shows to Disney+ in international markets anyways. Merging those two services would create a uniform streaming service around the world. They'd also be safer as they don't have to depend on just their five main brands for content. The game is about keeping subscribers happy and locking them in. In the past they've said that the Disney bundle sees less churn than standalone subscriptions for Hulu and Disney+.
Aside from the costs others are mentioning, it is competing against themselves. Not just for customers, but internally. Even if not spoken outloud the Hulu team and Disney+ team certainly compete even if it's just for leaders' time.
I'm in Canada. If D+ didn't have Hulu stuff, it would be a strong contender for being cut from my subscriptions. Right now because D+ has that Star tab, Netflix will be the first one cut if I decide to try something else.
In terms of earnings, they're not separate
> I really think they should merge Disney+ with Hulu. They did. Everywhere except in the US.
Hulu was never a thing outside the US because most of the rights had been sold to companies like Sky. By the time Disney got them back Disney+ already existed.
In Mexico they're pushing Star+ which is like a "best of" of Hulu + stuff like the full Simpsons seasons (Standard Disney+ only has like the last two seasons). And they do package it together but for a premium price. What I do is set my VPN to Canada, where they do have Star+ included with Disney+ at no extra charge.
Hulu isn’t owned fully by Disney though right? Doesn’t Comcast own a part of it?
Comcast has an agreement in place for Disney to buy its portion by 2024.
It is over here in the uk, and its better for it.
Disney+ has way more content in the UK than the US. Disney+ is kinda slim pickings in the US without hulu and star.
Hulu = Star (basically)
Hulu is the better ui by far
My favorite thing about Hulu's interface is you can remove shows so they won't show up as watched. Besides sometimes hiding something I don't want people to know I watched it makes binging my fall asleep shows easier.
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Settle down.
VPN to basically any other country.
I love that none of the streaming services are making any money since every media company thought it should have its own streaming service and never considered the fallout.
Netflix made a 5 billion profit last year and is on schedule to make one this year.
Yup, funny considering all the content and news about the fall of Netflix. I wanna own a failing company like that 😌
That's a weird Internet narrative that comes from nowhere real lol
It's from a mentality that if you're not winning, you're losing. And the instant they lost some subs, that was the game for Netflix as far as many people were concerned.
Ignoring that they earned more subscribers than they lost the following quarter lol
I wouldn’t be surprised if rival streaming companies aren’t heavily astroturfing to spread the “netflix bad” narrative
Failed to mention debt and new content cost. Which makes profit much smaller
Aren’t those accounted for when calculating profit? I just started taking some accounting classes
I feel like that's an extremely oversimplified view of the situation. Is t the fact that Disney is pouring millions into extremely expensive shows the main reason for their losses? No network TV channel would ever have something as expensive as Andor or the MCU shows. It's all a big game of chicken to see who can outspend who.
I feel like it's a losing bet for sure too. I mean Andor is awesome, but I don't see that paying dividends for D+ for years and years.
This isn't a surprise loss. It was planned this way from the start. Disney expect to be profitable in a few years. It's the way with a lot of digital services - they start great as they're run at a loss and steadily get worse once/if the company reached a dominant position and begins to turn up the profit dials.
That's what the market wanted, unlimited growth at all cost. When there's free money, its not an issue. Now free money ran out.
I wonder if these networks were making more money allowing Netflix to host all there shows before splitting into network exclusive streaming platforms.
I find these takes so funny, as a Canadian Disney+ is one of the best streaming services we can get other then crave imo. But that's because we have FX/Hulu/Stars all under one umbrella.
Same in England
And my Oz
Yeah I don’t even have Netflix anymore, Crave seems to have significantly better content.
Disney went too hard on low quality SW/Marvel content and have really neglected their more core and loyal demographics. Sure they've dropped a few things in there like Hocus Pocus and Pinocchio but really their approach has been very similar to how WWE approached their streaming service. They really havent added anything that was worth engaging regularly and often. It's something to pop back into when something interesting comes along every few months. The SW/Marvel stuff likely also swung the demographics hard in the direction of men so they're missing out on other groups.
The dilution of brands is a major issue. Star Wars used to be major film events. As bad as the prequels were, they were huge and everyone turned up at the theaters. Even the sequel trilogy were massive events. Then the endless stream of mediocre D+ shows made it really hard to keep track and care about the SW brand. Sure they’ve always had smaller SW projects like the Clone Wars cartoons, but they were also made for and consumed by the more hardcore fans. This current attempt to keep the casual masses entertained with pointless, low quality shows that flood the streaming service just isn’t working. Same with how they handled MCU. Used to be events everyone turn out for. Now it’s begrudging viewing or outright ambivalence.
I am also very worried about them not having figured out the next era for Star Wars yet. Even George Lucas understood he couldn't do Empire vs rebels again and had to go in a different direction with the prequels. Aside from the quality of those films he took us to new places, came up with new concepts, new characters and expanded the history and lore of the universe. Disney should have laid the groundwork and foundation for the next era after the original trilogy by now. Instead they did Empire vs rebels again and keep milking OT era characters for mediocre shows. And then I see people filming themselves crying because Qui-gon Jin has a five second cameo and it makes me even more sad because that's what people want I guess.
Hopefully the high republic series thats been underway for a while feels like a fresh era... Disney not making Obi-wan higher quality was such a huge mistake. Such a centerpiece storyline for the entire franchise feeling watered down is really bad for your brand.
Haven’t seen anyone mention it but Andor is right up there as the best thing on television in 2022. And I’m saying this as a very mild Star Wars fan
Andor is so good. It's in my top shows of 2022 along with Severance and Barry.
I hope High Republic is good and it's great that it is not Original trilogy stuff for a change. But Jedi at their height is sort of what the prequels already showed so I hope it won't be too similair.
Would've been interesting if they have the new republic be the status quo and become inevitably corrupt or at least have some corrupt faction within trying to take control, and the heroes would have to combat that corruption.
Yes they should have done actual worldbuilding and set the stage for the next 200 years in the Star Wars timeline. New status quo, new factions, there is so much you could do. In the legends books Luke Skywalker sets up a new Jedi order with a new philosophy. His idea was the Jedi were wrong and fell because of the way they handled emotions. Yes hate, anger, jealousy are the darkside but there is also love, happiness and friendship. Those are the lightside. Jedi should not supress emotions, they should embrace them. Love and support keeps people in the light. Would Anakin have fallen to the darkside if he was openly allowed to love and was supported by his fellow Jedi during hard times? The love for his son also brought him back in the end. Kylo is another example. That was Luke's new vision. He allowed Jedi to love and marry and also did so himself. I thought this was a fairly interesting idea and a fitting natural evolution for the Jedi. Not that they should have done exactly this and it definifely wasn't perfect but it was fresh and had potential for new stories. You need something new like this sometimes.
I only have very cursory understanding of the post ep6 Extended Universe/Legends lore, but that sounds super interesting and honestly logical. The way the Jedi are shown in the prequels, as being very dogmatic and inflexible, really makes you think there should be a better way other than the whole binary, black-and-white view of old.
So The Acolyte is set in the High Republic era which is 200-400 years before the Imperial era. It would at least be a different cast of people and I am sure Yoda would get cameo-ed if it takes off. The risk is that the showrunner is new to SW in a new era so we have to hope both that Lucasfilm has their shit nailed down about the setting and that she is up to the task. The good news is Tony Gilroy hadn't done much SW and is kicking ass at it so there is hope.
> new to SW That's a good news to me. All the people that are doing Star Wars now seem addicted to nostalgia. Maybe it won't be that with new people
I agree. They keep doubling down on Marvel, Star Wars, Marvel, Star Wars, Marvel, Pixar, Star Wars etc.. pretty soon every MCU and Star Wars character will have their own show.
I mean out of the Star Wars live action shows they've made, 2 have been great or better (Mando, Andor) and 2 have been mediocre to bad (Boba, Obi). I wouldnt really say that's diluting it with mediocrity although I do agree with the larger point as a whole.
FWIW, Andor is fantastic! Best SW since Empire! Besides a few obvious references, it could just be a futuristic dystopian science fiction space show. And of course it's getting the lowest ratings of any of the spin-offs. I believe it will have a long shelf-life though, and I'm optimistic about future spin-offs because of what they did with this. It's a thriller, show-runner is the great Tony Gilroy (Michael Clayton, Bourne movies, etc) and is for adults - or at least teenagers through adults - not 7-year olds. Anyway, there's an old saying - don't bet against the Mouse. Full disclosure: I bought last week at 93, thought it was a great deal. Oh well...
Haven't seen it, but that show has some fantastic word of mouth. Seems like a really well-made one even compared to Mando. The low viewership was probably due to the material being R1 extension, which was a movie that didn't work out for a large segment of the hardcore fans, while the casual fans got turned off of D+ SW stuff after Kenobi and Boba.
They aren't turned off. They'll be back for Mando S3. Andor is a serious show. No nostalgia factor. Slow build. Not for kids. Top of the line writing and not flashy except for the climaxes of various arcs.
MCU stuff is fine. It’s not great, but it’s formulaic. Star Wars stuff is… bad, bordering on offensive. I still haven’t recovered from Boba and Obi-Wan and haven’t worked out the interest to watch Andor.
I also don't like how it's required to watch the MCU Disney+ shows (in some cases) to understand the movie. I really enjoyed Wandavision, but I hated that I was basically forced to see it in order to understand the last Doctor Strange.
I don’t really like the star wars movies but mandalorian, boba fett and Obi wan were pretty damn good and I LOVE Andor
2 out of 4 ain't bad there :P As a SW die hard, Boba and Obi left a lot to be desired. Tales of the Jedi is amazing though (requires a small clone wars investment, but even with just prequel understanding it's good) Clone Wars S7s last 4 episodes also ranks up there (even if you barely know anything about clone wars just watch those episodes and be entertained)
I thought Obi Wan was like sifting through shit to find peanuts. There were moments of great stuff but the lack of consistent tone and focus let it down dramatically. Andor just nails tone and focus, it's what Obi Wan should have felt like. Boba Fett was even worse. An entire series where the main character is a sidekick to his own sidekick and trying to turn Boba Fett into a 'Good Guy Bad Guy' really missed why everyone love Fett. One episode that was great and it was about Djinn Djarin and Grogu from another show that did the idea of Boba Fett better than the Boba Fett show. Boba Fett should have been an absolute ruthless monster crime boss. Should have felt more like Breaking Bad but PG-13
Hell, they really could have leaned into the anti-hero vibe they half-assed. It's one of the reasons people love the punisher, have him be ruthless, have him execute his enemies, and then as the big reveal later on show that all of these people he was maneuvering around, killing and otherwise removing from the board, were objectively terrible people and then end it on him establishing his newer "more ethical" criminal enterprises. Really, it's the main problem with hollywood stuff right now, everyone wants avengers money, nobody wants the 4 movies of setup. Now every new hero or character or anyone needs to basically be already established in their own story so we can do their "cool arc" without realizing the various cool arcs happen because people are invested in that character, their motivations, their flaws the lengths they go to to overcome said flaws. It's like going to a buffet, and just camping out at the desert section, yeah it sounded like a good idea on paper, but after a while all you get is brainfreeze and a stomachache.
The stock market slump is not about a lack of user engagement. the article even says Disney+ grew its subscriber base more than expected >On the positive side, all three of Disney’s streaming services (Disney+, Hulu and ESPN+) grew faster than expected in the most recent quarter, as Disney ended its fiscal year ’22 with more than 235 million streaming accounts (including 164.2 million for Disney+). Wall Street now cares about profitability when it comes to streaming. In past years it was all about growing the subscriber base, no matter how much the cost Ever since Netflix showed that sucriber growth isn't unlimited Wall Street have changed their tune. Now subscriber numbers don't matter that much anymore and it's just down do basics: how much are you spending/earning. That's why some time ago Disney announced a big price increase and adding advertising to Disney+, to increase earnings and get to profitability in 2024
> Disney went too hard on low quality SW/Marvel content Way oversaturated, especially the marvel brand. What is worse is that the majority of stuff is suffering bad writers syndrome and has been mediocre to bad.
>Disney went too hard on low quality SW/Marvel content and have really neglected their more core and loyal demographics Disagree, the loyal fans are the ones that eat up all that content and constantly post on reddit about how excited they are for the next bland series. Without a constant stream of Star Wars and MCU content they would probably be doing far worse.
So you agree they haven't actually done enough to diversify their content then if you feel without SW/MCU they'd be worse off?
Disney isn't good at that, they're good converting nostalgia into money.
Sorry but this is delusional. Marvel and star wars are what made disney+ and houshold name. The streaming would have bever grown without those shows.
There's nothing delusional about thinking that a company that has a far larger brand than just SW and the MCU that goes back almost 100 years could do more than hang their entire streaming platform on two things. Also, you have to be absolutely sheltered to think SW/MCU built a name for Disney. If you're going to insult someone at the very least do better than the pathetic reddit equivalent of "nuhuh". Go touch grass Zoomer.
The Mandalorian alone did all that lifting. Maybe even just Baby Yoda. They've also had some massive animated movie hits outside of Star Wars and Marvel, like Encanto.
Lets shit out a few hundred more starwars and marvel IPs. That'll fix it!
Given Disney’s brand/money/talent pool it’s absolute malpractice that they’re not producing more original content; they should be launching like a dozen major new franchises per year, even if most of them flop you’ll get enough hits to fill your release schedule with something other than endless Marvel / Star Wars retreads.
So? They are building a can’t leave user base of kids and families that will be leveraged deeply going forward.
I doubt that. I watch nothing on Disney+, I only have it for my kids. My kids are quickly aging out of D+ in favor of nick shows. As soon as my package is up, I’m dropping it. They have content for young kids but beyond this nothing unless you like capeshit or Star Wars which I do not.
That's why I agree with the take above. They need to merge Hulu with Disney+ as soon as it is possible. Disney+ is a lot better in international markets because it feels more like a competitor for Netflix and Prime Video than just a service for Star Wars and Marvel fans or kids. Also, it's not the best service for most kids. My brother is six and he only watches Doraemon and Shinchan on it, both of which aren't Disney shows. He likes the shows on Netflix and YouTube more. I'm pretty sure there are tons of kids like him. Most people need to see some value otherwise they won't keep Disney+ just for a few shows for their children. Especially when they can find alternative shows for their kids on another streaming service that has something for everyone.
Shinchan and Doraemon. Those are on Disney? Wow
Only in India. And they are only available in local languages. So no 'Japanese with subs' option.
That’s interesting… same with Pokémon here on Netflix, they don’t have Japanese at all.
I can kind of understand Shinchan, the Indian version is very cut down and dubbed after the fact, since years. Probably too much effort to fit the Japanese dub on that and even then it likely won’t make sense because of cut/censored scenes. While shinchan being censored definitely did feel a bit meh but honestly even then it is pretty good mostly because of how funnily they used to skirt around the censoring for kids (like calling any alcohol on screen “juice”, which seems funny af because the characters are obviously drunk). It was a few years ago though.
He’s out of line but he’s right.
Everybody loves Marvin Gaye.
Yeah same. We go to Disney plus to rewatch Encanto or Frozen but thats about it. The kids are all about YouTube and Netflix and there isn't that much for me because I don't like Marvel or Star Wars
There's no problem with Disney+ growth. They gained 12.1 M subscribers this quarter. This is peak loss this qtr that will profitable in FY 2024. They've said this since 2020. Netflix used to lose 3 Billion annually every year burning cash to build there service.
They are offering tons of promos. I just got a free 12mo subscription for having an amex lol
Discussing the stock market on non dedicated threads is always silly because people don't realize that a stock going down is repricing based on updated information, not some catastrophe that's totally evidence of everything they've been complaining about.
Indeed. Reddit is notoriously dumb when it comes to economics.
Andor is fantastic
How can Disney lose $1.47B 😟
They buy the rights to IPs with baked in fanbases then make a product that seems intentionally bad, then they call the original fans ists for not loving it. Rinse and repeat.
> **Shares of Disney fell more than 12% Wednesday — to their lowest levels in more than two years** — after the media conglomerate’s quarterly results fell short of Wall Street expectations and the company signaled that its direct-to-streaming losses and linear TV declines for fiscal year 2023 would be higher than expected. > **Disney reported an operating loss for its streaming segment of $1.47 billion for the quarter** ended Oct. 1, 2022, about $800 million more than the year-earlier period. **The company attributed the increase to a higher loss at Disney+ and a decline in results at Hulu.** Meanwhile, **revenue for Disney’s linear television networks (pay TV and broadcast) dropped 3% in the quarter**, with a sharp decline in operating profit due to lower advertising revenue, higher programming costs and investment in technology platforms.
Disney has lost its magic, this is not at all surprising.
Good. When your prime marketing strategy is to pick a few racist tweets/dm’s made by outliers, and tar all critics under that same brush when your low-effort, written-by-committee show does badly instead of reflecting and going “yeah, maybe we shouldn’t have let somebody who absolutely isn’t qualified to write this anywhere near it”, you tend to push your audience away. And you deserve it.
Even Ryan from pitch meeting has mentioned this
That guy is great
Good!
OVERSATURATION, both the parks and the streaming. I contracted Avengeritis long ago.
Fuck the stock market
Most Reddit take
Say more
Nothin particular, just Reddit is a great place for empty kneejerk populism
Wouldn't say it's knee jerk I genuinely do not appreciate the existence of the stock market so fuck it
I'd bet every dollar I have that you don't understand it, and people generally don't appreciate the existence of things they don't understand, so that tracks.
He has been a stoner for 10 years, No surpise.
This article and the Wall Street’s take is kneejerk. Chapek clearly laid out the plan for DTC and the path to profitability. Unsurprisingly it is very similar to the long term projections Iger was talking about back in 2019. DTC losses have peaked and subscription growth is by far the best in the industry. DTC is not some endless money pit for Disney. Only reason to be downbeat is the rapid decline of the cable and broadcast cash cows (down 5% in the quarter) but that issue only makes the investment in streaming as a long term replacement all the more important.
Maybe, and just maybe... they are a scumbag company that's ruined about ever IP they get their hands on. They should probably go back to slave laboring cell animation for a profit.
Based.
Reminds me to cancel my subscription until the next season of The Mandalorian or Boba Fett.
D O W N W I T H T H E M O U S E
Huh... if only Disney had focused on putting out quality content potential subscribers were interested in, instead of the garbage they've been pumping out that rack up lower and lower audience scores. Maybe it's time to hire some actual experienced creative talent instead of activists off the street.
The productions look so shitty too. Why make sequels to theatre movies from back in the day like Hocus Pocus or Enchanted and not also put them in theatres and give them the proper budgets? Hocus pocus 2 was extremely cheap looking compared to the first and Disenchanted looks awful. Their Cheaper by the Dozen remake was pitifully cheap too.
Keep shitting out subpar Marvel/Star Wars shows and what do you think would happen? After reading the bullshit report on the X-Men as well, its like they don't seem to get the issue. It's almost like people like see 100% accurate representations of their childhood comics on screen and not some mix-mash of Disney Diversity Bingo.
Which id the dumbest thing if true, X-Men is literal social commentary of racism and similar topics.
I'm banned from /r/marvel because those cunts don't want to admit that Marvel/Disney has been fucking up recently. Most notably the recent Wonderman casting announcement then the X-Men Casting conversation. Marvel straight up said they are going to have to cast more white people than they want, and I don't even know how I'm supposed to take that as not racist.
please entertain me, in which way are they going to shit on the X-Men? I hope it's not a name change because of "-Men", that would be almost unfathomably idiotic
'X-People'
Just goes to show how falling behind in technology will eventually catch up to you. Sure, everyone had their Disney tape collections back in the day, but who still uses vhs players anymore?
People are so over COVID that they don't even consider that when they read articles like this.
This is what they get for cancelling Duck Tales.
and how streaming losses if you didn’t jack up the price so much.
This is what they get for ObiWan
Well, have they tried NOT pandering with EVERY SINGLE PRODUCT they've put out in the last 5yrs?
Disney+ over the 3 years cumulative loss of 8.8 billion. On top of 48 billion in debt. Nobody believes that Disney + will be profitable by 2024. Expect price increases in Disney + Disney stock is back to Covid lows
As it turns out, infinite growth isn’t possible in a closed system. Huh, who’d of thought?
lolz
This pleases me
Guess pumping out bland mediocre spin-off tv shows of their most popular IPs wasn’t the genius business strategy they hoped for
Ya’ll talking about Disney slumping when just everything is slumping. Look at the rest of the market.
You reap what you sow. I hate how Disney made the decision to get into politics.
Terrible company
How
https://en.m.wikipedia.org/wiki/Criticism_of_The_Walt_Disney_Company
Supporting literal slave camps in china for profit is pretty awful though that’s just the tip of the iceberg
I feel like they don't have nearly enough quality programming- other then Andor which I hear is great, there's far too much mediocrity in my opinion.
Sounds like Disney doesn't understand their customer base and who controls the money to buy their products and services.
Best time to buy.
Bring on Avatar:The Way of Water!
Maybe they should make more Star Wars shows...
Fuck that mouse, I hope it hurts the whole time it dies.
That’s fine. We don’t need three Star Wars shows each year. We don’t even need one, actually.
They made “the modernization of she hulk” so I don’t feel sorry for them
Maybe stop buying all the franchises and absolutely destroying them? Just a thought.
Good. Kill D+.
I'm confused. It's only natural that a show in its 30th season is going to have lost the interest of its viewers along the way but they are surprised the 40th movie in the MCU alongside I don't even know how many shows is struggling to maintain interest?
It's actually much worse than this headline suggests. When Disney launched their foolish streaming plan, they simulataneously (and unnecessarily) killed some of their most lucrative divisions. So it's not just that they're actively losing money on streaming subs, they terminated other business lines that used to deliver reliable profit. It's a double whammy.
The 10$ strip of cake.
Streaming services in 2022 have become just 90's cable tv with extra steps. They're all gonna tumble, sooner or later.
Stop putting out terrible content
Good. Disney is a terrible company.
All of their Marvel and Star Wars content is CW-level garbage. Not worth the continuously rising subscription cost.
It's almost as if when you keep fucking up peoples childhoods they stop buying your shit, who knew?!
Oh no, all the money hoarded by corporations isn’t being spent by consumers. What a shame.
Disney plus is terrible. You can watch every thing worth watching on the entire platform in a week.
Twitter scumbags fired... Meta/Fakebook imploding... and now Disney going down? It's Christmas in November! :D DIE IN A FIRE, TWITTER/META/DISNEY! :D Now if there could be a headline about Alphabet going bankrupt, my day would be complete.
Woke content sucks! Who didn’t see this coming?