Potiki

To be fair I think this particular location is going to over-index no matter how the film performs due to the proximity of WDW/Pandora at Animal Kingdom.

Something small or well run and doesn’t overlap with Disney too much, such as a video game developer, could be done without issue . Something bigger he would likely have to extend his contract ( which I personally think will happen anyway, the contract extension not necessarily the big deal) as part of that deal, similar to what happened with 20th Century/the launch of Disney+.

They very likely don't want to and thus won't sell. There has also been rumours going around they will buy Netflix, WBD (LOL) some gaming companies (possibly the most likely) but if any of these were on the trajectory of happening it would be in very very early stages considering Iger has only been CEO for 2-3 days and is very busy changing some things and having meeting with the top people in the company ... I highly doubt he is had time to propose either a sale or an acquisition.

Some people have problems with 3D (vision, headaches etc.) or just dislike the format. I will be seeing it both ways probably and will likely watch in 3D my first time but I don't fault anyone who either can't or doesn't want to watch in 3D.

Not in terms of sacking but probably trying to get Peter Rice and Zenia Mucha. If Zenia comes back that probably means Kristina Schake will be gone, she is a fairly new hire who only joined in April: https://thewaltdisneycompany.com/kristina-schake-named-executive-vice-president-global-communications-of-the-walt-disney-company/ Peter Rice could fit anywhere in TV or Film given his history I could see him becoming a co head on the film side along with Alan Bergman (pretty much replacing Alan Horn who retired and now has an advisor role at WBD)

Yeah Kevin Mayer, who was viewed as most likely to replace Iger left when Chapek was made CEO. Walden is probably the most likely candidate internally as was the case months ago, but 2 years isn't a long time for her to transition, although I would not be shocked at all at Iger staying past the 2 years if anything I might be shocking if he only stays the 2 years. To be expected DMED will probably revert back to complete studio control, to the pleasure of everyone but Landgraf (who I assume will get others to run the business side of things as he has been on record saying he likes only having to deal with the creative side of things) Edit: Yep Dear DMED Employees, As we embark on the transformative work that I mentioned to you in my email last night, I want to begin by offering my sincere appreciation and gratitude to each and every one of you. Over the coming weeks, we will begin implementing organizational and operating changes within the company. It is my intention to restructure things in a way that honors and respects creativity as the heart and soul of who we are. As you know, this is a time of enormous change and challenges in our industry, and our work will also focus on creating a more efficient and cost-effective structure. I’ve asked Dana Walden, Alan Bergman, Jimmy Pitaro, and Christine McCarthy to work together on the design of a new structure that puts more decision-making back in the hands of our creative teams and rationalizes costs, and this will necessitate a reorganization of Disney Media & Entertainment Distribution. As a result, Kareem Daniel will be leaving the company, and I hope you will all join me in thanking him for his many years of service to Disney. Our goal is to have the new structure in place in the coming months. Without question, elements of DMED will remain, but I fundamentally believe that storytelling is what fuels this company, and it belongs at the center of how we organize our businesses. This is a moment of great change and opportunity for our company as we begin our second century, and I am so proud to be leading this team again. I can’t say it enough: I’m incredibly grateful for the tremendous work you do each day, and for your commitment to maintaining the level of excellence Disney has always been known for. I know change can be unsettling, but it is also necessary and even energizing, and so I ask for your patience as we develop a roadmap for this restructuring. More information will be shared over the coming weeks. Until a new structure is put in place, we will continue to operate under our existing structure. In the meantime, I hope you all have a wonderful Thanksgiving holiday, and thank you again for all you do. Bob source: https://deadline.com/2022/11/disney-kareem-daniel-exits-bob-iger-distribution-1235179483/

@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.