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Potiki

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    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted

    16 minutes ago, filmlover said:

    If Disney+ sells Hulu I wonder what will happen to their Hulu shows, at least the ones they actually produce (some of them like The Handmaid's Tale and the occasional limited series like Pam & Tommy were mainly produced by non-Disney studios). Maybe they're planning on creating a whole different section on D+ that can only be accessed through certain settings like the R-rated Marvel movies. That or getting back into the business of licensing anything that doesn't really fit in with their overall brand to other services or premium channels like studios used to do via multi-year output deals which was as recent as...well, five years ago before everyone got greedy and wanted to get into the streaming biz.

    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. 

    • Like 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted · Edited by Potiki

    1 hour ago, Porthos said:

     

    From a couple of days ago:

     

     

    This "maybe Disney doesn't buy out Hulu" talk isn't exactly coming out of nowhere.

     

    Now Disney/Star integration outside of the US does make selling off Hulu an... interesting wrinkle (as alluded to by the Grim Reaper).  But maybe a Hulu purchase isn't a slam dunk after all.

     

    Be curious to get @Potiki's thoughts on the sudden (?) "Weeelllllll..."

    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.

    Quote

    Over the last several years, LaBerge’s team has created its own advertising-delivery stack from the ground up, centered on the proprietary Disney Ad Server. The company deployed the new Disney Ad Server on Hulu last year — and it’s now also powering Disney+ with ads, which launched last month. Currently, the Disney Ad Server delivers some 500 million ad impressions per day.

     

    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.

    • Thanks 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted · Edited by Potiki

    23 hours ago, Potiki said:

    More funding for ABC (Sports, News, Unscripted and Scripted), Disney Channels, Nat Geo, FX and Searchlight with an emphasis on dual revenue streams (Broadcast, Cable and Theatrical respectively then Streaming) although there will still be certain titles that are streaming only

    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. 

    • Like 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted

    7 minutes ago, Porthos said:

     

    I promise you*, all you have to do is tell me when I can get my Mandalorian Steelbook Blu-Rays and I'll never bother you again for another leak. 👍  Even by PM would suffice!  😉

    * This is a downright dirty lie, for the record**.

    ** But I'm sure you knew that. 😛

    If I do ever hear anything about that (or any of the other Star Wars series coming to physical) I will PM you :) However I feel like others would leak that before I even knew about it, so you would likely know before me. 

    • Like 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted

    2 minutes ago, Porthos said:

     

    r/PotikiLeaks starts when exactly??? j1aUlyv.gif

    Not going to make a habit of it so would be a very boring area of the internet lol. 

     

    I imagine some of this will be alluded to during Disney's earning call tomorrow although I doubt it will be as specific. Probably something along the lines of "we plan to make use of our legacy revenue streams to fuel streaming growth" before going a little deeper into some small changes/strategic shifts. 

    • Like 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted

    I don’t usually like to do this or when I do I sometimes disguise it more as a guess (albeit an informed one) so take this with a major grain of salt especially as I have only been having a chat deeply with one person but looks like:

    • Theatrical windows will largely be in 60-75 day range
    • Disney+ will continue to have smaller original movie titles mainly in the Drama/Biopic, Sports and younger skewing children/family films and Hulu will have original Drama/Comedy (using 20th Century and Searchlight)
    • Disney is hopeful for a good cadence of longer form TV from WDAS and Pixar, starting this year with Tiana and Win or Lose, will help fill gaps between movie releases for that audience (thus allowing them to go back to longer theatrical windows without too many complaints)
    • More funding for ABC (Sports, News, Unscripted and Scripted), Disney Channels, Nat Geo, FX and Searchlight with an emphasis on dual revenue streams (Broadcast, Cable and Theatrical respectively then Streaming) although there will still be certain titles that are streaming only
    • ESPN will be largely the same but more shared coverage between ABC and ESPN+

    The first 3 points I’m more confident in as I know people at WDAS, Pixar*, Lucas* and DLA who pretty much have been hinting at such changes.

     

    A lot of this seems to be to speed up profitability/lessen losses in the next 12-18months for streaming (some of this has already been in place, starting to take shape for a while) but I imagine the theatrical window will stay similar even when streaming does become profitable next year. 

     

    *Also been hearing very, very got things about Win or Lose and some early praise for Indy 5.

    • Like 1
    • Astonished 1

    The Mandalorian | March 2023 for S3

    in Streaming, TV Series, & VOD Movies

    Posted

    "In celebration of the success of the Lucasfilm series, The Mandalorian, Disney+ has announced that the series will make its broadcast television debut, introducing a special linear airing for the first episode of the series. The TV broadcast debut comes ahead of the premiere of the highly anticipated third season. 

     

    As fans of The Mandalorian prepare to return to Mandalore in season three, debuting on March 1, Disney+ has prepared a nostalgic trip to the moment viewers were introduced to the adventures of lone bounty hunter, Din Djarin, with the episode that started it all. The special linear airing of the first episode of season one will be made available for viewers through simulcast across ABC, Freeform and FX on Friday, February 24, at 8 p.m. EST."

     

    source: https://collider.com/mandalorian-broadcast-television-debut/

     

    Good way to possibly get a new audience for the show.  

    • Like 2

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted · Edited by Potiki

    5 hours ago, AJG said:

     

    Overseas they brought back the first run rights for most of their Fox\ABC shows and haphazardly dashed them onto Disney+ (you would have no idea that they were streaming the new episodes of 911 etc), that might be getting reversed. They also stopped producing shows for other platforms (iirc they sold a True Lies show to CBS, which would be one of the very few shows they sold to an outside company in a while).

    True Lies will likely be a Disney+/Star+ show for the rest of the world.

     

    I know volume of stuff for outside streamers/networks is lower than Warner, NBCUniversal and Paramount but since 2020 Disney has still done a fair amount:

     

    Quote
    1. The Gloaming (Stan)
    2. The Wilds (Amazon)
    3. Amazing Stories (Apple)
    4. Five Days at Memorial (Apple)
    5. The Stranger (Quibi)
    6. Tales from the Loop (Amazon)
    7. Bad Sisters (Apple)
    8. 911 Lone Star (Fox)
    9. Duncanville (Fox)
    10. Central Park (Apple)
    11. Rathced (Netflix)
    12. Filthy Rich (Fox)
    13. Next (Fox)
    14. The Great North (Fox)
    15. The Prince (HBO)
    16. The Ms. Pat Show (BET)
    17. The Big Leap (Fox)
    18. Ordinary Joe (NBC)
    19. Our Kind of People (Fox)
    20. True Lies (CBS)
    21. The Last Thing He Told Me (Apple)

    That is a fairly decent list and they have others in development for outside studios. 

     

    I agree with @Eric Crowe that the story is a bit overblown as Disney has continued to license non-exclusive rights to a bunch of other platforms and this is likely just more of that with maybe a big batch of ABC/20th Century shows coming up for renewal at Hulu (as mentioned in the Bloomberg article) which is why they wrote the article. The headline was a bit misleading/clickbait and mad it sound like a huge shift in strategy when Disney has been fairy consistent even with Disney+ and Hulu being strategy important. 

     

    This deal happened in February 2020:

     

    Quote

    Lost, Ally McBeal and My So-Called Life will soon be available to stream for free — with a catch.

     

    Those hits are among a group of more than 20 shows are coming to the Amazon-owned IMDb TV platform as part of a larger deal with Disney’s Direct-to Consumer and International department. The catch is that all of them will stream with ads as IMDb TV is an ad-supported free-to-stream platform.

    ...

    All of the shows listed above — save for My So-Called Life — will continue to stream ad-free on the Disney-backed subscription service Hulu.

     

    https://www.hollywoodreporter.com/tv/tv-news/lost-my-called-life-20-shows-coming-imdb-tv-disney-licensing-deal-1276578/

     

    The Peacock/Hulu Modern Family happened in January 2021. I'm sure that plenty of smaller deals have happened as well.

     

    Internationally older shows are still shown on linear TV like The Simpsons even with new seasons coming to Disney+ in many markets, same with older shows like MASH which is on Disney+ but shown on linear as well (or local AVOD/BVOD) such as in Australia it on 9Now. 

     

    The only titles that Disney are holding back on licensing/sharing are originals and even they increasingly are being shown on Disney Channel, Freeform, FX, Nat Geo etc. either as full seasons or a couple of episodes as advertising. This isn't a major shift for Disney out of nowhere, there are things that have been happening since the first months of Disney+ and things that have been slowly changing over the last 6-12 months even before Iger returned which is why using that an angle in the article is strange. 

     

    I also can't see Disney licensing out a bunch of titles like MASH, Mixed-ish etc. to other platforms exclusively, particularly with an advertising tier here/coming, but maybe I'm wrong there. 

    • Like 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted

    48 minutes ago, RobrtmanAStarWarsReference said:

    Td;lr? It's paywalled

    Quote

    Disney executives have discussed selling more titles to third parties and are in the process of shopping certain titles right now. It remains to be seen if they keep them in-house at Hulu or they sell them to an outside bidder.

     

    Iger has also scheduled three years worth of films in theaters, a salve to cinema owners threatened by the rise of home viewing. The company is prioritizing theatrical releases for films and deemphasizing direct-to-streaming movies, said two of the people.

    These seem the most important paragraphs.

     

    Disney has already been licensing some of the Hulu shows (non-exclusively) to the Amazon AVOD service (think it is called Freevee at the moment) and also Modern Family was shared with Peacock so likely more of that. 

     

    Unsurprisingly less movies will be shifted to streaming (as has been the case since Turning Red) as theatrical (although still challenged) is at a level in which getting to the $800m-1B range that Disney was used to in 2015-2019 isn't as difficult as the last few years particularly as China is back as a market, Disney have more TV Series ready to go than 2020/2021 and the 20th Century deal with HBO Max is almost finished which should give Hulu/Disney+ a boost of Pay-1 (streaming after theatrical release) titles. 

    • Like 2

    Star Wars: Visions - 9 animated short films from "leading Japanese anime studios", coming Sep 22, 2021 on Disney+

    in Streaming, TV Series, & VOD Movies

    Posted

    Slightly disappointed that whatever Japanese studio (according to that map we got ) was meant to have a short (unless they were including the already released season 1 shorts) got bumped but apart from that the lineup looks great and as @Porthos mentioned if we get a stop motion short that would be incredible! 
     

    Studio Mir and Cartoon Saloon are probably the other 2 I’m most looking forward to watching. But all of them sound interesting enough and being shorts I will for sure watch them all. 

    • Like 1

    The Disney Thread | Happy 90th to Donald Duck!

    in Box Office Discussion

    Posted

    Alliance Entertainment’s Mill Creek Entertainment Announces New Home Entertainment Licensing Agreement with The Walt Disney Company

     

    MINNEAPOLIS, January 30, 2023--(BUSINESS WIRE)--Mill Creek Entertainment, a division of Alliance Entertainment Holding Corporation ("Alliance Entertainment"), a distributor and wholesaler of the world’s largest in stock selection of music, movies, video games, electronics, arcades, and collectibles, today announced it has signed a home entertainment licensing agreement with The Walt Disney Company.

     

    In the multi-year agreement, Distribution Solutions, a division of Alliance Entertainment Holding Corporation, will distribute hundreds of select physical (Blu-ray and DVD) live-action film and television properties from the ABC Signature, 20th Television, Hollywood Pictures, Touchstone Pictures, and 20th Century Studios content libraries.

     

    "This significant partnership further builds on our studio’s substantial offering of home entertainment products that appeal to collectors and fans alike," said Jeff Hayne, Senior VP of Acquisitions and Production of Mill Creek Entertainment. "Mill Creek will assume the role of vendor of record on certain existing titles."

     

    "We are excited to have signed a licensing agreement with The Walt Disney Company. This incredible partnership is a testament to Mill Creek’s solid reputation as a premier resource for major studio content providers," said Ben Means, President of Mill Creek Entertainment. "Titles will benefit from our vast network of physical and e-commerce retailers, including several where we have proprietary fixtures for DVD and Blu-ray™ products."

     

    "Disney is a leader in the video industry, and we are humbled that they chose Alliance to maximize the sales of hundreds of their film and television properties," said Jeff Walker, CEO of Alliance Entertainment. "We have built three great divisions to produce the video industry’s best sales channel to drive sales of physical video product by incorporating the skills of Mill Creek for licensing and production, Distribution Solutions for retail and bulk distribution, and Alliance Entertainment for one-stop sales and ecommerce fulfillment."

     

    source:https://finance.yahoo.com/news/alliance-entertainment-mill-creek-entertainment-130000873.html

     

    Good news for Psychical Media fans. 

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