bryaalre
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Posts posted by bryaalre
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2 hours ago, Captain Obvious said:
It was.
It's a disney problem. The public made that very clear. Amazes me how the box office experts are the only ones unable to see this
Disney is down -20% from pre pandemic and -45% from their all time high. Let's compare with the markets.
Spy500 +50% pre pandemic
Nasdaq +90% pre pandemic
DJ30. + 33% pre pandemic
NETFLIX: +57%
AMAZON: +66%
Most of the market is sat at their new all time high's whilst disney is struggling and you're suggesting their quarterly earnings reporting a mere 264m net profit for a 150 billion dollar company is proof these are empty words? I hope you don't work in finance because It's a huge drop from the billions they were bringing in each quarter prior to getting involved in politics
If 2023's box office and cultural shift didn't teach disney anything then they can stay woke and broke but I'm sure they've learnt their lesson given their safe F4 casting decisions (bravo for Joseph Quinn being their best casting decision in years) and 2024 can be their comeback year. The brand has undoubtably taken a hit.
Is Disney having a brand problem? Probably a little but the stock price has almost nothing to do with said problem.
For starters, last quarter, Disney made nearly $2B in profit. The number you are referencing was two quarters ago. That number, as well as the quarter prior, we're intentionally bad as Disney accelerated certain depreciation and amortization from shutting down the Galactic Star cruiser and taking content off of Disney Plus. This was a calculated move in order to start a new for this fiscal year and allow the streaming numbers to show better financials. It worked, as the stock soared during the quarter release thanks to the positive outlook on streaming.
Also, while Disney stock has underperformed the market and has not been the best investment, it would be better to show other sector specific stocks as well. Some stocks over the last 5 years:
Disney - (6.4%)
Comcast - 7.55%
Warner Discover - (60.75%)
Paramount - (77.15%)
Lionsgate - (41.12%)
Disney's brand may have taken a hit but Disney's brand is also what has kept it afloat compared to the rest of the sector as linear television is continuing to see declines and streaming service start ups are a money hole.
Disney is far from going broke and are in continuing to position themselves for the foreseeable future, whether you agree with their ways or not.
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2 hours ago, AN9815 said:
I know Jungle Cruise was technically a failure but it also released in 2021. I think it would have done much better, specially overseas, with no pandemic. Maybe somewhere around Rampage...
In addition to releasing in 2021, it released on Disney + premiere and made a good chuck of money that way as well. Looks like it was reported $66M in the first 30 days. While it still no doubt lost money, at least it is not as bad as just lookin at the box office amounts.
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12 minutes ago, LonePirate said:
I think theater complexes and chains are a couple of years behind where audiences are with regard to what they want from a cinematic experience and some films are paying a price. Moviegoers want massive screens with 4K projection and exceptional Dolby quality (or better) sound along with comfy seating. Otherwise they will stay home and watch something on their 65 inch 4K TV on their couch.
It’s expensive to refurbish existing cinemas as floors will need to be lowered or roofs raised in order to accommodate the larger screen sizes. New cineplex construction seems to be limited now and mostly focused on serving food, which is something people wanted five years ago but not as much now. Sound upgrades are needed and cheaper to implement; but people want larger screens and better pictures, not vibrating seats. Theater owners are slow to learn this. Perhaps the studios can nudge them in that direction.
This is one of the biggest issues for me and my wife. We currently have a 120 inch 2K projector for our living room TV and surround sound. Where we live, there is only 1 IMAX screen and 1 RPX Screen. We have gone to see multiple movies not on those screens and have come out telling ourselves it doesn't feel worth it. As a couple without kids, we have time to go to the movies but find ourselves waiting more often now. If it wasn't for my work union getting us cheap tickets, I don't know if we would go to the theaters.
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7 minutes ago, SpiderByte said:
The best performing shows on every streaming platform are shows that aren't originals to those platforms. It's stuff like Friends, The Office, and The Simpsons
I agree with this. There will be some people canceling services but I don't think there will be a noticeable dip in subscribers. I do think getting new subscribers will be harder but for the people who are signed up for Peacock or Paramount, I can't imagine they were signed up because new content was coming out.
Also, while not originals, movies will help add in new content to the services. Mario, ATSV, GOTG3, TLM, Flash, etc. It's not like new stuff won't come to these services.
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31 minutes ago, Morieris said:
I just realized I haven't seen a single new TV spot for this in the past 2 weeks. I forgot it existed.
Did anyone see this trailer in front of Elemental?
I saw elemental opening day and this was one of the trailers that we saw.
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41 minutes ago, Brainbug said:
Thats fair, but i oversimplified Elementals plot precisely because 1) it was obvious from the trailers already what the main conflict is and how everything will play out in the end and 2) i just used Elemental because its out right now but my point is meant for all of Disney/Pixar in the last 10 years or so. Of course there are important nuances (in Elemental, the immigrant aspect, in Zootopia for example, general racism), but for me, all these films feel same-ish in regards to how they tell their storys. Theres hardly anything truly surprising or new.
I have nothing against Elemental in particular and im really happy for everyone who enjoys it and finds deeper meaning in it, but as a storytelling formula, there is nothing about the modern Pixar films that i - personally - find exciting.
I have been watching anime for awhile and while there are some very unique and amazing stories, there are a lot of anime that are formulaic as well. Most of the bigger anime in the U.S, Dragonball, My Hero, Demon Slayer, etc. run very formulaic as well as a lot of isekai but that's not necessarily a bad thing. Its familiar for the audience and casual fans can get into it with ease.
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27 minutes ago, JustLurking said:
Doesn't sound right but I haven't thought about it much. What's the math there?
I skimmed the youtube video where he shows off his charts and numbers and he only does the last 8 movies not 11.
Quick summary - Movie, Cost, Theatrical Revenue, Profit/Loss
- Lightyear - $300M, $108M, -$192M
- Thor 4 - $400M, $368M, -$32M
- Strange World - $200M, $34M, -$166M
- BPWF - $400M, $418M, $18M
- AM3 - $350M, $217M, -$133M
- GotG3 - $400M, $378M, -$22M
- TLM - $400M, $271M, -$129M
- Elemental - $300M, $63M, -$237M
Based on his numbers, the only movie currently profitable out of the last 8 Disney movies is BPWF, though Thor 4 and GotG3 are close.
Final Totals are $2.75B in production and advertising and $1.86B in theatrical revenue for a loss of $890M at the box office over those last 8 movies.
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I wouldn't say original animated is DOA but i would say original animated right now does not warrant anything over $120M budget. I'm not sure how Pixar is able to chop their budgets to that amount as they have not really had a movie that low in cost in over 15 years. If Pixar can't reign in their budgets than we could see them spit out more sequels to cover the originals.
Obviously not every original would be a loss but if they are consistently having around $500M breakeven on every movie than I would assume most will be.
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$65,432,101
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45 minutes ago, MovieMan89 said:
Very few schools/companies get Easter Monday as a holiday. That Mon # is basically a regular Monday one, $20m is crazy strong. No way at this point I see it missing 600. Not sure why anyone would debate 500, that is as locked as that term gets.
All the schools by me have this week off and I believe most schools here in New York have off this week as well. That's a lot of schools and a lot of people that have this week off.
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5 minutes ago, thedude11 said:
that is simply not true about illumination as a brand. parents 100% know who illumination is and bring their kids to their movies
I am not sure if this is 100% true. I know more families who know the Disney or Pixar brand more than Illumination.
I think it will be telling with how well migration does. Illumination has not come out with an original movie since Sing in 2016. It has been all sequels and established IPs, whereas Disney and Pixar has only done originals since the start of 2020.
Mufasa: The Lion King | December 20, 2024 | Barry Jenkins | Prequel to Favreau's CGI Version
in Box Office Discussion
Posted
I know I may be in the minority but this is one of my most anticipated movies of the year to see. I enjoyed the 2019 Lion King and have re watched it multiple times with enjoyment. Is it as good as the animated, no but I do like the technology and there still is nostalgia for what is one of my favorite movies. I am looking forward to the first trailer and learning more about the plot.