For one lion king there are ten movies that underperform - no increase in bo. Count with me - 2009 $29B bo, no mcu, local china maybe $2B. 2019 $42B, $5B mcu, $6B local china. Difference 42-29= 13. Mcu+china diff= $9B. Increase in global bo for movies not mcu or local china is $4B. That’s 14%, third of what ncsoft claims.
edit: and I really don’t think majority of CM, EG and FFH viewers would watch Shazam, PDP or KOTM if there weren’t mcu. Maybe 5%