MCU to "Refocus” and Disney sinking faster than the Titanic (Starwars is dead Marvel is dead)

Bigpig

Bigpig

Bigpig

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Well well well.

With pretty big rumours that Disney + has performed horribly and spendings has skyrocketed and Bob getting the sack because of it (the fall guy) seems Disney are starting to panic. /shock face

Most on here have been saying that recent content is crap and subpar at least. Turns out we could be right after all.

With films failing at the box office and Disney taking a strong political stance which shows in their content. It's starting to have a negative effect on their business. (Flat out attacking customer's doesn't help)

The MCU is now in their sights.

Be interesting to watch. David at WB has already started a massive restructuring and manged to steal James Gunn.

Problem is its Bob Iger back again. Hes the one that set up this mess in the first place lol but in his recent interview it certainly seems if they want to tone down their stance on a few issues.

www.thecosmiccircus.com

Report: Disney Restructuring & How it Affects Marvel Studios

Alex Perez addresses the latest on Disney restructuring & reports what he's heard about how this will affect Marvel Studios' future projects.
www.thecosmiccircus.com www.thecosmiccircus.com
 
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These things always take a while to suffer for poor management. They have a huge number of people who will watch anything associated with their big IP. Slowly but surely those people start to drop off and not enough new fans are being created.

Its also the fundamental flaw with capitalism. It is reliant on eternal growth. When you aren't growing people don't want to invest unless you pay good dividends.

They need to refocus on quality. Stop the war on fans and stop trying to wring every penny from every beloved franchise.
 
I was under the impression their subscriber count was still increasing and they had recently overtaken Netflix in terms of subscribers gained per month. They're certainly doing something right, if they keep adding subscribers consistently, but cutting costs to increase profit is no different to any other company no matter how people try and present it.
 
Pigeon_Killer said:
I was under the impression their subscriber count was still increasing and they had recently overtaken Netflix in terms of subscribers gained per month. They're certainly doing something right, if they keep adding subscribers consistently, but cutting costs to increase profit is no different to any other company no matter how people try and present it.
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They bloody well should be increasing their subscriber count. They are the new kid on the block compared to many of the other services so their growth should be much higher. They also have a monstrous back catalogue of beloved films and TV to point at.

The issue is that they are not doing as well as they probably should be. Its all subjective but the vast majority of people I know who loved Marvel stuff are completely saturated with it now and think the last few years have been largely crap.

Their quality control and the direction they are heading in isn't the one that will maximise profits. They prioritised short term gain for longer term pain. You can run a well known brand into the ground and make a lot of money as you do it but by the time you realise what you are doing it can be too late.
 
Begbie said:
Surprise surprise.

Get rid of Kathleen should be the first priority.
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If she survives the new Indy film then it's pretty much all confirmed. That she has some shady info/proof on the Hollywood elite and she is blackmailing them hah

C Kent said:
Aren't their operating costs running at a loss compared to previous years as per their q3 earnings reports, although revenue is up.
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Their parks are doing well after covid. I believe they are also trying to repair their relationship with the state after the "don't say gay bill" drama.
 
All of these online streaming TV/video subscription services lose money, Disney is not alone

A rental model is much better for streaming, charging one fee per movie or tv show season the user wants to watch. Over the last 2 years, I've spent well over a thousand dollars renting dozens and dozens of movies from Apple TV; way more than streaming services can make off their customers and I have way more satisfaction because I only paid for what I wanted to watch.

I don't know why Netflix, Disney and others have been so slow to make the switch to rental model. I've seen sport services so it already where the user can pay a one off fee just to watch a single sports game or season if they wish
 
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Bigpig said:
If she survives the new Indy film then it's pretty much all confirmed. That she has some shady info/proof on the Hollywood elite and she is blackmailing them hah


Their parks are doing well after covid. I believe they are also trying to repair their relationship with the state after the "don't say gay bill" drama.
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yeah, I was talking more D+ not the theme parks and merch etc. I believe the losses with D+ are why Chapek 'resigned'.
 
C Kent said:
yeah, I was talking more D+ not the theme parks and merch etc. I believe the losses with D+ are why Chapek 'resresigned'
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I believe he wasn't very forthcoming on the Disney + spending then trying to recover costs by flogging their content to other content providers helped him out the door.
 
Pigeon_Killer said:
I was under the impression their subscriber count was still increasing and they had recently overtaken Netflix in terms of subscribers gained per month.
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Just looked it up, Disney+ has 164m subscribers to Netflix's 222m. That's incredible given how recently Disney+ entered the market and the fact it has a much smaller global reach than Netflix. Netflix had a net income of $5bn in 2021, I can't believe that Disney+ isn't in a good place to turn a profit even if it isn't already.
 
Sorry to break to you guys, i don't think anything is going to change content-wise unless they sack the Disney Writers and replace them with less woke writers.

Ones like Latoya Raveneau have an open LGBTQ+ agenda:

She and ones like her need to go
 
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Mr Jack said:
Just looked it up, Disney+ has 164m subscribers to Netflix's 222m. That's incredible given how recently Disney+ entered the market and the fact it has a much smaller global reach than Netflix. Netflix had a net income of $5bn in 2021, I can't believe that Disney+ isn't in a good place to turn a profit even if it isn't already.
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1.5 Billion losses
www.reuters.com

Disney shares drop as streaming costs drag on earnings

Walt Disney Co missed Wall Street earnings forecasts on Tuesday as the entertainment giant racked up more losses from its push into streaming video, sending its shares tumbling 9%.
www.reuters.com www.reuters.com

robgmun said:
Sorry to break to you guys, i don't think anything is going to change content-wise unless they sack the Disney Writers and replace them with less woke writers.

Ones like Latoya Raveneau have an open LGBTQ+ agenda:

She and ones like her need to go
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With Iger back can't see them changing too much probably just tone it down.

Watch his Disney expo interview. He confirms as much.

They have been turning out trash since Endgame.

Hopefully with the switch to "quality over quantity" stated in the article there be half decent content in a few years.

At the minute the MCU is directionless.
 
Bigpig said:
1.5 Billion losses
www.reuters.com

Disney shares drop as streaming costs drag on earnings

Walt Disney Co missed Wall Street earnings forecasts on Tuesday as the entertainment giant racked up more losses from its push into streaming video, sending its shares tumbling 9%.
www.reuters.com www.reuters.com
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But, from your own link:

"We expect our DTC operating losses to narrow going forward and Disney+ will still achieve profitability in fiscal 2024," said Chief Executive Robert Chapek. "Assuming we do not see a meaningful shift in the economic climate."​

So, as I said, it's in a good place to turn a profit.
 
Mr Jack said:
But, from your own link:

"We expect our DTC operating losses to narrow going forward and Disney+ will still achieve profitability in fiscal 2024," said Chief Executive Robert Chapek. "Assuming we do not see a meaningful shift in the economic climate."​

So, as I said, it's in a good place to turn a profit.
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Chapek was also about to start mass layoffs before he was ousted.

Iger seems to be going after content to cut costs there.
 
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