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HowSway

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Everything posted by HowSway

  1. Considering Gen Z mostly watches YouTube and Tik Tok, the memes is definitely a sign that people care about The Challengers
  2. More like 4Ks instead of DVDs. The difference in quality between Vinyl and streaming is negligible whereas the difference in quality between DVDs and streaming is not
  3. Am I reading right that there were only 15 new Imax screens in the last quarter world wide?
  4. Feel like Crunchyroll/Sony messed up with Spy x Family. If they had released it in Feb when the second season ended and theaters were still barren probably would have gotten a couple million more.
  5. We're barely a quarter of the way through the year...
  6. Why is there even a board seat battle when the stock is up 36% ytd? Might not like Iger, but he has done well by the shareholders
  7. Which trackers? I don't remember anyone from the tracking team ever saying it was looking like a 100 million opener
  8. Iirc, there might not be actual cash paid out but the streaming division still "pays" a fee to the production division in order to add it to streaming.
  9. PVOD, Blu Rays and licensing fees are ancillaries no?
  10. How is the anime scene in Mexico? I remember in the early 2000s Canal 5 used to show DBZ every weekday at prime time. You also had stuff like Inuyasha and Super Campeones that were big in their own right too. Do they still show stuff over the air like at Canal 5 or has it moved to behind a paywall?
  11. Theyve paid down 12 Billion in debt in the last year. Most of their debt was accrued when interest rates were a lot lower than now and they don't need to pay all cash to acquire Paramount, they can do a stock only acquisition. So to answer your question, yes they have enough to buy Paramount.
  12. Not really, it's not like the debt is maturing soon. They have a healthy cash flow and a profitable streaming platform, they have room to invest.
  13. paramount plus has more subscribers than Hulu and Peacock. Paramount plus should come close to breaking even this year
  14. Has there ever been a movie that hit streaming that you had to pay extra to see? Good to see Disney staying with the 90 day window before putting it on streaming even if it was a bomb
  15. Any news on when SxF might release in the US? Feel like with the recent season just ending and the lack of movies coming out, it can have a relatively big gross.
  16. Ancillaries cover marketing costs. Why's is it so hard to accept that in the current context of CBM, Aquaman is over performing? Yes, in a very black and white sense it is a flop, but movie business is rarely back and white.
  17. So a movie that came out when the overall market was 40% larger and had 3 weeks uninterrupted as the go to kids movie? Not sure it helps your argument
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