Potiki

Been a while since I’ve been here, but just chiming in to say that poster is awesome. About a week ago they showed some footage for this in Korea mainly focusing on Lee Jung-jae as a Jedi and from what I have heard second hand it was pretty awesome, I expect that will probably be part of whatever trailer/teaser they show off soon.

Per the rules we are only allowed the post Disney Star Wars films (Force Awakens, Rogue One, Last Jedi, Solo and Rise of Skywalker)

Wish does not have a 30 day window like Encanto or Strange World. I think it will have a very healthy window, maybe even similar Indy 5 but that is just a guess due to the staggered international release this film has like Frozen II and the previous WDAS holiday season films. I will say personally it sucks that I have to wait until Boxing Day or later to see the film, one of the good things about the short window is it pretty much forced a day and date worldwide release for most markets.

Don't know how to share Instagram posts (doesn't link the same way as Twitter) but this from this post and BTS images from Natasha Liu Bordizzo (Sabine) is wonderful 🥹🥰 That last one with Ray 😭 source: https://www.instagram.com/p/CzcJggMSyHu/?utm_source=ig_web_copy_link

Excited for this movie and box office run! Expecting it to do $700m+ and get a lot of "Pixar is back" headlines when in reality this will perform better due to it being a sequel.

They already do this with Hulu, so probably just keeping that as an option. source: https://help.hulu.com/s/article/espn-addon As I mentioned above probably just for the US market similar to how they already do with Hulu. However Star+ in Latin America does also have ESPN sports, Disney+ in other markets have some of the documentaries mainly 30 for 30s plus they did show the Toy Story themed NFL game internationally on Disney+. In India Disney+Hotstar has Star Sports coverage, In Indonesia Disney+Hotstar has WWE programming, so it is possible Disney could move more into sports internationally just depends if they can get global rights to show certain games/leagues and if it is worth bidding more to get those rights.

Sure what he did is shitty but the bigger point is don't listen to anyone outside of SAG themselves, then you won't get your hopes up based on false statements.

Your mistake was listening to the likes of Sneider and EC like they had some sort of inside knowledge. I feel like myself and others pushed back on them having any inside intel and said to wait for information from the guild (which should always be the case) It is clear this is a complicated negotiation and hopefully things stay on track and we get a deal done soon but I'm sure SAG will let us know when a deal is done and there isn't anything anyone here can do to speed things up so may as well just wait and cross your fingers if you feel that is needed.

Counter-counterpoint: This seems like they will be limiting releases and they have been happy to delay movies, seemingly for quality purposes (Avatar, Snow White, Elio, Avengers 4+5) hopefully something like that won't happen again. If anything I feel this news mean it is more likely something like TROS would hav been pushed back if released now both from hearing and seeing what has taken place in the last few months.

Was talking about how they increased production right after COVID, they already have lowered streaming release cadence so I took what he said to mean lowering volume although could see budgets come down some as well.

Cutting back on theatrical output by the sounds of things. Not shocking. Hopefully improves quality of things.

I mean he did pick an awful time to merge with WB as since then advertising (which is very very important to Discovery) has taken a big dive for Cable (and Broadcast though that doesn't impact WBD) which has made paying off as much Debt as they would have liked to difficult. Streaming for them has been poor though as although they have cut enough costs to turn profitable they have either no growth or negative growth depending at how you want to look at integrating Discovery programming into Max. Theatrical has been challenged for them (Barbie and Horror excluded) Only really positive thing they have is the gaming segment and that is a pretty small part of their business. I didn't really want to go heavily into WBD because at this point it must seem like I am constantly shitting on them, but the reality is they are not doing very well. If they didn't have so much debt they would probably have a much much better share price, but Zaslav decided to take on that debt in order to get the merger so it is his (and his boards) own fault.

Theatrical doesn't matter for Disney stock price for the most part, in fact they had a hefty loss in theatrical this quarter and it didn't really get a mention. The improvement at streaming as well as parks, licensing and merchandise continuing to grow are the big things that are driving the stock price up even with the weak advertising market for broadcast and cable.

Hulu integration with Disney+ going into Beta in December for Bundle subs. Spring 2024 for offical launch.

Nah the big beat is International subs, Domestic only went up 0.5m, Hotstar lost 2.8m, International was up 6.4m. This is the quote from the earnings release: "Disney+ added nearly 7 million core subscribers in the fourth quarter. Key streaming content in the quarter included theatrical titles Elemental, Little Mermaid and Guardians of the Galaxy Vol. 3., original series Ahsoka and the Korean original series Moving." As I have been saying for years these services having big international hits like Moving is very important. Also other notable news is ESPN+ was profitable bringing in $33m for the quarter and streaming losses narrowed in entertainment streaming* (Disney+ and Hulu) $420m vs. $1.4B for the same quarter last year. *Entertainment and Sports are now their own reported parts of the company rather than Linear Networks and DTC.