Potiki

Right now? I would guess more people know Static Shock as there was an animated series that ran from 2000-2004 based solely on Static and he crossed over into Justice League Unlimited which was very popular at the time. In a few months time though once Blue Beetle releases that will likely change. If we are talking shocking omissions from DC filmography Teen Titans (I'm not counting the animated spinoff film) has to be one of the strangest to not have been done given the popularity of the team in both comics and TV.

I have it as slightly up (in views) over season 2 but not enough to be meaningful and season 3 got the advantage of a Wednesday release. Roughly 2/3rds of viewership of Season 2 premiere was for the new episode vs. 57% viewership for season 3 premiere episode. S2 - (1032 x .666)/55 = 12.5m S3 - (823 x .57)/37 = 12.68m

Take with the biggest grain of salt you have ever seen, all I got told is that something involving Mando S1 and Clone Wars S7 is being worked on, physical release seems possible but could really be anything.

Nielsen data we got today very much does not back up this claim they made: "Meanwhile, the interconnected spin-off series “The Book of Boba Fett” barely edged out “The Mandalorian” by 2%." source: https://www.thewrap.com/top-tv-shows-disney-plus-mandalorian-season-3/ Also can't beat this example: Black Adam is pretty close to Black Panther 2 right? But Reality is it is a blowout ~600m minutes vs. ~2.2B, even accounting for runtime it isn't close roughly 5m views for Black Adam vs. 14m for Wakanda Forever. Samba is a not useful metric even when comparing to their own data, it doesn't make any sense fro Mando S3 to come in under Boba Fett and other data backs that up (FlixPatrol Trending data, Nielsen, Piracy etc.)

What's is this show, gotta say this wasn't anywhere near the top of my most anticipated Star Wars shows but with the talent they are bringing on that is starting to change. Very interested in seeing some footage now at the very least.

Didn't enjoy the second season as much as the first but it was still a fun ride and I think Thailand is a great choose of location for the third season.

Not sure how you are getting the $13.3B and doubling 2019 numbers. In 2021 EBITDA was $10.5B when using Pro Forma Combined numbers, should be noted 2022 was down fairly significantly to $9.2B. source (Page 6): https://s201.q4cdn.com/336605034/files/doc_financials/2022/q4/WBD-4Q22-Earnings-Release-Final-02.23.23.pdf Discovery in 2019 had an OBIDA (slightly different from EBITDA but should be in the same ballpark) of $4.7B. source (Page 1): https://corporate.discovery.com/wp-content/uploads/2020/02/Discovery-Inc.-Q4-2019-Earnings-Release.pdf WarnerMedia under AT&T in 2019 had an EBITDA of $9.3B. source (Page 22): https://investors.att.com/~/media/Files/A/ATT-IR-V2/financial-reports/annual-reports/2019/complete-2019-annual-report.pdf So comparing 2019, 2021 and 2022: 2019: $14B from $44.6B Revenue 2021: $10.5B from $45.3B Revenue 2022: $9.2B from $43.1B Revenue When both top and bottom line are going down that is not a good sign, however it may just be that WBD was paying down a bunch of debt ~$7B at the end of last year since taking over Warner in April and thus their services were less attractive to consumers. However there are some negative trends in cord cutting and advertising that may mean that things will continue to get worse, especially as Warner has been struggling to offset traditional losses in revenue with new DTC revenue, but I guess just have to wait and see how things play out.

Speaking of Lee Isaac Chung, here is a small interview he did with Yonhap (a Korean news outlet that coverage is in English)

They probably want to wait until they are finished with the IP in animated form to transition to live action, so with Frozen III coming that one is likely a while away. Princess and the Frog also has the Tiana series coming up though so I find it unlikely they would want a live action film soon but maybe it is just in very early development.

If you watch the video they post with the Gauge update they frequently breakout Hulu Live (was 9.1% of total Hulu for January, around the 3:20 minute mark of the video, YouTube TV was 14.9% in contrast) https://www.nielsen.com/insights/2023/high-demand-sports-and-streaming-content-fuel-a-rise-in-total-tv-usage-in-january/

Whilst this season hasn't hit the highs of Season 2 each episode has so far been progressively better than the last. I'm also interested to see how to middle part of this episode plays a part in the season. I feel like the groundwork has been established now and I'm very much looking forward to the remaining episodes of this season.

Forgot this was an hour early and got a shock when I saw it up early haha. Some more great dogfighting to begin this episode.

Solid first episode, a lot of set up

We are Live!

Finished my rewatch of both Mando and Boba now, looking forward to tonights episode in about 6 hours. Those last few episodes of Mando Season 2 are great really got me hyped for this season. Boba while clearly a step down from both Mando seasons had some cool moments, I'm still disappointed that they had The Twins as a fake out, the Hutts and BK vs. Boba and Fennec could have been great and would have been a better use of Cad Bane, in my opinion, as he already has a preexisting relationship with the Hutts in The Clone Wars.

Been rewatching this in build up to Season 3 and wow I forgot how much of a step up that first episode of Season 2 was over Season 1 plus I love that IMAX style action scene. 7 more episodes to watch (I try to do 1 episode a day) and then will have to bing Book of Boba Fett to finish it before Season 3. Hopefully Season 3 is another step up in terms of action, cinematography etc. especially with the Mandalore arc they have been building towards.

I am currently watching 2 newish Korean shows one drama and the other a competition series and so thought I would make a Korean TV thread rather than individual threads for the shows as this way hopefully it will lead to more discussion, recommendations etc. Anyway the two titles are Physical 100 on Netflix which is a completion series to find the strongest person in Korea (the final episode comes out this Tuesday) Some have compared it to Squid Game although it is not that brutal lol. The other show is Big Bet a drama series that has similarities to Narcos but it is fictional and centred around the Casino industry in the Phillipines. It starts Choi Min-sik (best known as the lead actor from the film Oldboy) Season 1 was pretty slow to start but picked up in the back half of the season, season 2 premiered with 3 episodes last week and is anything but slow, I feel like this could be an all time great. Season 1 trailer below to limit spoilers.

Jason Momoa has got you, matching shirt, nails and car.

Pam and Tommy well produced by Annapurna was distributed by Disney and was shown on Disney+ in most markets outside the US and Latin America (which has its own Hulu like product Star+). Most 20th Century, Searchlight and FX movies/shows as well as Disney produced Hulu originals are already shown on the service internationally. If they do sell Hulu I imagine Disney would use either the Star brand they already have internationally or another name if Star is too close to Starz as a 6th tile and distribute more adult and general entertainment. Also it would be really easy to move those shows over as they already exist on Disney servers as mentioned above.

Hulu has a minimum value of about $27.5B if I remember correctly so a sale to Comcast or another party would give Disney ~$18B+ vs. paying Comcast ~$9B+. I don’t think Disney would turn down that money, especially if they were able to get their owned (20th Century, ABC, FX etc.) shows/movies back in a short timeframe and put them on Disney+ under the Star brand like you mentioned. The question is at a high $20B, low $30B range who would be the buyers Comcast is obvious (and they have talked about it, although that may just be to increase perceived value), Apple maybe but probably not, Amazon unlikely, Fox or Paramount as wild cards but I would say less than a 5% chance of either of them bidding. You could argue Iger is posturing and trying to play down the value of Hulu, particularly as he mentions how competitive it is for General Entertainment platforms with so many of them around and not talking up the lead they have in advertising (although complicated now) as well as the Live TV competent (which really benefits Comcast if they were a buyer) Also another variable is the fact that Disney is blending Hulu and Disney+ advertising capabilities in the near future so this would impact that some and make a sale more complicated and would disrupt those plans or impact the ad tech for a buyer if they had to start fresh, unless Disney was able to somehow split that business up. Source plus more info: https://variety.com/2023/digital/news/disney-ad-server-tech-disney-plus-yoda-1235497663/ https://techcrunch.com/2023/01/25/disney-advertisers-will-soon-get-hulus-ad-targeting-capabilities/ A lot of variables but really it comes down to 2 likely buyers (the part owners Disney and Comcast) and of those I still feel Disney is the more likely.

Seems like both are back.

Theatrical and streaming releases for the rest of FY23 (should end late September/Early October) Source: https://thewaltdisneycompany.com/app/uploads/2023/02/Q1_FY23_Earnings_Presentation.pdf Nothing else really interesting in there, much the same as what was said on the call.

Yep, although some (probably most) of those employees with move into the different Studios or Marketing teams.

I think that is a great over under line without knowing anything about them. I will barely take the over at the moment.

Bob Iger just mentioned this, said Abbott Elementary has a roughly 60 year old viewer vs. Hulu with 30 year old viewer. Best to monetise across multiple revenue streams especially if they are so radically different. Although seems like general entertainment funding is going down some so might have been wrong with that part (or I misunderstood) or it changed.