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HouseOfTheSun

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Everything posted by HouseOfTheSun

  1. They should turn this into a US version of doctor who. Alien adventures, seasonal specials, they could pull it off. I’m struggling to find any marvel content I’ve found to be this good quality since probably winter solider or Infinity war They’ve had great entertainment outside those but this is just put together so well
  2. Is it only ever allowed to be criticism? What they’re doing makes perfect business sense and the majority of fans of those movies want more content. Or are we doubling down and wanting them to make movies that 14 people watch and hasten the demise of an already death spiraling theater industry? for a forum literally dedicated to tracking and celebrating movies from these companies that make massive financial profit, you guys have some next level brain dead logic simply so you can play the role of hot take artist.
  3. What is the other option? Spend 200 million and lose more money? The only other successful animation outfit is doing this level of franchise films to even more extremes.
  4. Some weird nonsensical comments in here knocking Disney for making movies that will drive people to the theaters. Imagine being a supporter of movie theaters while theyre going though existential crisis and mocking the biggest audience driving movie company for making popular, audience driving movies. sorry they don’t want to make movies that make $346 at the box office on a 20 million dollar budget.
  5. Christine McCarthy with the shade to Chapek lol “it’s so nice to have you back” 😂😂
  6. Based on how Universal is doing, it appears to be what people want.
  7. And even then net revenue in Hotstar markets went up in the quarter.
  8. Will probably watch one more time in US. Wish it was on a more premier screen near me though lol
  9. Huge return to form for SRK. Been a long time since he made something that people are going to love as much as this movie
  10. God I hope every single one of the self felating Hollywood love letter movies continue to fail. And they will this is the kind of crap streaming and the pandemic killed off for good. Margot Robbie’s world class string of failures continues as well.
  11. Another universe reboot…lol. Don’t think Gunn is gonna have much success tbh.
  12. The incredible currency luck Avatar got us about to be repaid in full and then some with Avatar 2. A Chinese box office that has been cut down to its knees and horrendous exchange rates. So bad in some places that local currencies are 80-100% higher compared to the dollar when avatar released.
  13. Discovery was a worse leveraged company than Disney currently is when it acquired WB. It’s definitely not out of the realm of possibility for them to buy something else. With the introduction of ad supported DTC there is a ton of money to be had from owning a back catalog and running it for years in a service. Not that I’m saying it should or will happen. Iger is also taking over at a very very convenient time in terms of DTC. That segment will now rapidly head towards being profitable over the next 2 years based on price increases, ad supported D+, and once the economic headwinds pass - a rejuvenated ad market. Not to mention, a lot of the reason that Disneys streaming showed so much loss this past quarter was because a ton of production that had originally been planned to be spread out was shunted towards the last two fiscal quarters. it was a perfect storm for the sheet to look terrible this Q. iger is not stupid. He knows that a natural improvement in the economics is coming. The profitability and subsequently share price will climb, and the balance sheet will mostly fix itself. He will get credit for it. They will be in a much better spot within 2 quarters. They could become buyers.
  14. This tweet is not a credible source lol. That being said the execution was incredibly clean. Arnold formally offered Iger the position late in the week, he accepted before the weekend was done, Chapek was deposed on a Sunday night, his chief lieutenant in the company gone the next day…all with basically unilateral adulation of fans and major players within the company.
  15. Very glad Daniel is gone. The structure Chapek put place was ridiculous.
  16. In the end the CEO answers to the Board. And Chapek paid the price
  17. Free agent. I think it’d be a good move to bring him back to company maybe in a COO role.
  18. Based on what they’ve guided for streaming (something they’ve never budged on btw) is that it’ll be profitable by the time Igers new tenure comes to an end. The massive sink on the bottom line will be gone. Linear tv will continue to decline but that’s expected. The waters will almost certainly not be as rocky in 2 years where an easier transition can happen now whether or not they go internal or external is the real debate. IF they want someone with experience externally that has a record in running legacy media/streaming/parks then really only a couple of options exist and they’re at NBCU.
  19. More moves are almost certainly coming. Can’t see Kareem Daniels holding on to his spot. Financial decisions likely returned to the respective branches. Maybe Rice returns in a COO role? Will be interesting to see the fam out.
  20. I think it would be a mistake to go with another Parks person. That part of the company needs a leader that has a ton of autonomy but the overall leader needs to be a media/content person. I think it’ll be Walden.
  21. “You could not live with your own failure, where did that bring you? Back to me” - Iger alright I’m confident he’ll steady the ship. He has a proper heir apparent in Walden that needs to be groomed into the role.
  22. Or better way Phrase it , how many came 13 years later with significantly reduced exchange rates and a paradigm shifting event that has left the box office permanently crippled.
  23. Torpedoed exchange rates and a China that is MIA. The numbers will not be impressive tbh
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