Potiki

@Toruk Makto XXR not going to look back for the post you made on what Iger is getting paid but we know now and it is a lot lower than I think wee were both suspecting $1 million a year and $25 million in Stock bonuses. source:https://otp.tools.investis.com/clients/us/the_walt_disney_company/SEC/sec-show.aspx?FilingId=16215475&Cik=0001744489&Type=PDF&hasPdf=1

Presales have started here in NZ. Breakdown for opening night Wednesday at my local is 4 3D Showings (2 VMAX (PLF), 1 Gold Class (premium dining experience), 1 regular) 5 2D showings (1 VMAX, 1 Goldclass, 3 Regular) Breakdown for Opening day Thursday is 9 3D Showings (3 VMAX, 3 Gold Class, 3 Regular) 9 2D showings (3 VMAX, 3 Gold Class, 3 Regular) For sure the most 3D showings in a while, usually it is only maybe 10-20% of showings not 40-50% Will probably check sales a week out from release if I get time.

Bob Iger getting to work lol. Just kidding, a big start to the final marketing push around MNF is what they do for Star Wars fairly often and given the launch window of Avatar they are obviously using that play book.

Not for many hours yet, MNF which is during the evening in the US.

Avatar is back on Disney+ but no 4K HDR

Regal tickets are live for Avatar 2. Edit: maybe not getting unexpected errors when trying to select amount of tickets.

you mean you don't trust this man: A broken clock is right twice a day and now he probably won't shut up about it lol. Also as far as overreacting to news on stocks that is true on after-hours but usually after a couple of days rights itself. Disney earnings were troubling mostly due to the future outlook of Pay TV and that wasn't really mentioned on the call (outside of looking at cost savings throughout the company) which is probably why Susan Arnold felt Chapek was out of his depth if I had to guess.

20ish minutes into rewatching the interview: Picking a buzzword (more of a buzzterm) is "movie quality television" Also pretty sure Iger will hasten the move from Broadcast/Cable to streaming. Paraphrased a bit but this is Bob Iger's take on movie going: "the wound that the movie going business has suffered was hastened by COVID resulted in a permanent scar. So I don't think that movies ever return in terms of movie going to the level they were at pre pandemic, it's competition, it's choice, it's the fact that a lot of what on the platforms is very good and its movie quality television, sometimes it's a movie given series or story every week and I think consumers have learned as they got comfortable with app based television they've learned to find and love shows, it gives them flexibility from a time perspective and it replaces movie going. It doesn't mean movie going goes away, I'm a big believer in movies, I love big movies, I love going to the theatres and watching, the communal experience that won't go away but it doesn't come back to were it was... It's not a dead business... it's smaller. The movie industry used to argue you couldn't create cultural impact without having everyone go to a movie theatre on the same weekend everywhere in the world, that you couldn't create franchises without that, I don't agree with that anymore, I probably made that argument at some point, it was an old world argument it wants rooted in reality. I mean you are finding now plenty of people who watched the Games of Thrones prequel the same night and talked about that the next day, Disney had that with The Mandalorian, The Beatles Get Back, Hamilton on Disney+ I could name a lot of different things."

it is 5pm here in NZ at the moment so tonight is about right lol

😂

I don't think theatrical trends will change much under Iger given what he said on CNBC at the end of 2021 and reconfirmed a couple of months ago in an interview with Kara Swisher. I'm fairly certain there will not be more volume under Iger but that is probably a good thing, 8-12 big hits is what lead to the Disney success in the 2010s, no reason to have 3 major releases (Black Panther 2, Strange World and Avatar 2) in a 5 week window like they currently do now. I quoted the link to the Kara interview earlier but here is a link to the CNBC stuff if anyone wants to read: https://www.cnbc.com/2021/12/27/what-disneys-bob-iger-thinks-about-the-future-of-movie-theaters.html

Doing the research on what this could mean and rewatching this interview tonight. If I remember correctly Iger predicted the struggles Cable and Broadcast are facing, also the challenges of theatrical but that is part of the post. Have to see if there are any nuggets of info in there that could explain what changes might be coming.

Bob Iger still owns a bunch of stock and I'm sure that will pop come Monday but even so I would go higher including certain bonus targets.

Only thing I doubt is this is only 2 years, no one in the company I can think of that will be ready to be CEO.

The GOAT is back!

Seems like a step up in budget this episode which I assume will carry over to the finale, looking forward to see how they are going to finish up the season and set up season 2.

I was thinking about this and the worst part of this compared to Fox/Disney layoffs is that there really isn't a lot of places for any employees who are let go from Disney (or WBD, Netflix, NBCUniversal etc.) to go as compared to 2018/2019 when Amazon, Apple, Netflix, Warner etc. were all ramping up in terms of getting all sorts of media employees. Also as I said in the Disney+ thread hopefully any layoffs are minimal.

How WBD came to be was AT&T spun off Warner (which means it become a seperate company from the rest of AT&T but still owned by AT&T shareholders) it was also merged with Discovery at the same time with a split of 71% of the company owned by AT&T shareholders and 29% of the company owned by Discovery Shareholders. As for the debt situation AT&T as part of the deal to merge Discovery with Warner was allowed to place some of their debt on the new company which is pretty much how Discovery/Zaslav “paid” for the merger. Here is a breakdown of how much they owe as of September 30th and broken down into how much is from each part of the company (Discovery, Scripps, Warner) and when the debt is due *note that due to some of the currencies being Euros and Pounds and also the interest rate that these figures will likely change but this gives you an idea of how much they owe and when: WBD present - 2025 - $12,202,747,924 WBD 2026-2030 - $10,503,446,000 WBD 2031 onwards - $26,937,902,000 Broken up into: Discovery present - 2025 - $3,147,971,000 Discovery 2026-2030 - $4,731,220,000 Discovery 2031 onwards - $6,745,121,000 -- Scripps present - 2025 - $23,408,000 -- Legacy Warner present - 2025 - $531,368,924 Legacy Warner 2026-2030 - $272,226,000 Legacy Warner 2031 onwards - $692,781,000 -- Warner Holdings present - 2025 -$8,500,000,000 Warner Holdings 2026-2030 - $5,500,000,000 Warner Holdings 2031 onwards - $19,500,000,000 Source: https://s201.q4cdn.com/336605034/files/doc_financials/2022/q3/WBD-Outstanding-Debt-as-of-Sept-30-2022-for-website.pdf source in image form:

There is at least one superhero genre film from Korea. It is from the director of Train to Busan, it is pretty decent as well.

Agree with this, the audience I was watching with loved a couple of the scenes he was heavily involved in, they could have done more with him.

Somewhere between a B and B+ for me, not as strong as the first film for me personally. They could have cut out 10-15 mins and not lost much in terms of the story/themes, the acting was great from everyone, a couple of nice surprise moments, action was solid and it had a very nice ending.

Was decent, not as good as the first and a bit overly long but had some great moments.

Going to be watching this in a few hours, have been trying to avoid reading reviews and watching TV spots. Going in with middle of the road expectations, not low considering I enjoyed Black Panther a fair amount (upper middle MCU ranking) but also not too high considering I know certain elements from the first film that I love like Killmonger won't be in the sequel.