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HouseOfTheSun

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Posts posted by HouseOfTheSun

  1. 2 hours ago, YM! said:

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    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. 

    • Like 4
  2. 1 minute ago, WittyUsername said:

    I don’t think anyone is trying to deny the logic in making these sequels from a financial perspective. It’s just funny that Bob Iger’s master plan to save Walt Disney Animation and Pixar is to make more sequels. I suppose Zootopia 2 at least has some potential (although I’m not getting my hopes up), but making a Toy Story 5 and Frozen 3 is such a painfully cynical corporate move. 

    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. 

    • Like 1
  3. 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. 

    • Like 8
  4. 1 hour ago, El Squibbonator said:

    I honestly don't think we'll be seeing another big acquisition from Disney fro a very long time. The company is $45 billion in debt, both from the pandemic and from the Fox purchase, and it's going to take years for them to be in pure profit mode again to the point where they can even think about buying another big company.

     

    I saw one guy on another forum speculate that their next big acquisition would be Sony Pictures. Given Disney's present state, I'd sooner believe the rumors of them being bought out by Apple. 

    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. 

    • Like 1
  5. 8 hours ago, JWR said:

    Dang, they planned this thing out like it was a mafia hit.

     

     

     

     

    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. 

    • Like 3
  6. 10 minutes ago, excel1 said:

     

    I think the conditions were just too unfriendly for such a transition. Covid caused transitions are monumental and the person at the top must have creditability. Chapek's self-inflicted wounds inexcusable. This is reminiscent of the Michael Ovitz fiasco or the final few years of the Eisner with its instability. 

     

    The ship + waters need to steady a bit before someone else comes in.

    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. 

    • Like 1
  7. 1 minute ago, excel1 said:

     

    The board hired Chapek, so that is tough to say. If they thought someone like Walden was ready, they would have gone that route instead of the Return of the King route. 

     

    I think they get someone controllable with a family friendly image. It'll be Josh Damaro in 2 years, watch.

    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. 

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