JWR Posted November 28, 2022 Share Posted November 28, 2022 7 hours ago, dudalb said: The don;t get that nobody in the industry expects a unborken string of sucesses. what matters is how much porfit a division makes overall. WDAS and PIxar have nothing to worry about. They got knocked down and they get back up. Quote Link to comment Share on other sites More sharing options...
AJG Posted November 28, 2022 Share Posted November 28, 2022 Quote Link to comment Share on other sites More sharing options...
JWR Posted November 29, 2022 Share Posted November 29, 2022 2 Quote Link to comment Share on other sites More sharing options...
Jonwo Posted November 29, 2022 Share Posted November 29, 2022 On 11/28/2022 at 3:05 AM, dudalb said: The don;t get that nobody in the industry expects a unborken string of sucesses. what matters is how much porfit a division makes overall. WDAS and PIxar have nothing to worry about. Plus the headlines of Disney shutting down the studio that Walt built and killing one of the most successful animation studio of all time would not be pretty. There's always way too much hyperbole surrounding Disney and other studios, they had good times and bad times. It's just how the industry works. 2 Quote Link to comment Share on other sites More sharing options...
Potiki Posted November 30, 2022 Share Posted November 30, 2022 Been waiting for a while but the Disney Annual Report finally came out (it was delayed due to Bob Iger coming back) Can be found here: (if anyone wants to take a deeper dive) https://otp.tools.investis.com/clients/us/the_walt_disney_company/SEC/sec-show.aspx?FilingId=16233275&Cik=0001744489&Type=PDF&hasPdf=1 Let's Strt with the bad news Analysing Disney yearly reports 2018-2022 Domestic cable subscriber estimates using Nielsen (in millions) 2018 ESPN - 86 Disney Channel - 89 2019 ESPN - 83 Disney Channel - 86 FX - 87 National Geographic -86 2020 ESPN - 84 Disney Channel - 85 FX - 86 National Geographic - 85 2021 ESPN - 76 Disney Channel - 76 FX - 77 National Geographic - 76 2022 ESPN - 74 Disney Channel - 74 FX - 74 National Geographic - 73 2022 didn't see as big a drop as 2021 thankfully but still Disney Channel is down 15m subs and ESPN down 12m from 2018 levels. FX and Nat Geo both down 13m from 2019 and affiliate fees are barely offsetting loss of subscribers, internationally revenue is down although that is tricky to gauge as they have been closing channels internationally which will have an impact so didn't include that here. Now on to make up of revenue: 2018 Total Revenue - $59.434B Linear Networks - $23.842B (40.12%) DTC -$1.494B (2.51%) Studios - $10.065B (16.93%) - Theatrical - $4.303B (7.24%) - Home Media - $1.647B (2.77%) Parks/Consumer Products - $24.701B (41.56%) 2019 Total Revenue - $69.570B Linear Networks - $29.544B (42.47%) DTC - $3.347B (4.81%) Studios - $11.127B (15.99%) - Theatrical - $4.726B (6.79%) - Home Media - $1.734B (2.49%) Parks/Consumer Products - $26.225B (37.7%) 2020 Total Revenue - $65.388B Linear Networks - $27.583B (42.18%) DTC - $10.552B (16.14%) Content Sales and Licensing - $10.977B (16.79%) - Theatrical - $2.134B (3.26%) - Home Media -$1.802B (2.76%) Parks/Consumer Products - $17.038B (26.06%) 2021 Total Revenue - $67.418B Linear Networks - $28.093B (41.67%) DTC - $16.319B (24.21%) Content Sales and Licensing - $7.346B (10.90%) - Theatrical - $920m (1.36%) - Home Media - $1.014B (1.50%) Parks/Consumer Products - $16.552B (24.55%) 2022 Total Revenue - $82.722B Linear Networks - $28.436B (34.27%) DTC - $19.558B (23.64%) Content Sales and Licensing - $8.416B (10.17%) - Theatrical - $1.875B (2.27%) - Home Media - $820m (0.99%) Parks/Consumer Products - $28.705B (34.70%) Linear Networks have held up well but will likely drop due to the above mentioned affiliate fees and a weak advertising market (that when it does come back may not return to strong levels on Pay TV [ESPN,FX Etc.] maybe even Broadcast TV [ABC]) DTC top line growth has been good although slower this most recent year due partially to exchange rates and also lack of Premier Access, worse UFC buys which wasn't enough to offset new spending which lead to some big losses. Theatrical more than doubled revenue over 2021 but is still behind 2020 (includes last calendar quarter of 2019 which had Frozen II and TROS) and way behind 2018/2019, I don't think it will reach those levels in 2023 either but should hopefully be better with Black Panther 2, Avatar 2, TLM, Indy 5, GotG 5 among other titles. Home Media is awful and is now less than 1% of the companies revenue, which in a way isn't shocking when you look at how purchasing of physical media has decreased but given the better slate of theatrical I expected improved or at least flat sales, this quote from the report is telling "The decrease in home entertainment revenue was due to lower unit sales despite the benefit of more new release titles in the current year." That is not a good sign for future years and shows people are moving away from purchasing films at a re-accelerated pace. Parks and consumer products are the one super bright spot as they have made record revenue and that has lead to record profit as well. They might be challenged with a looming recession but I imagine they hold up fairly well in 2023. Overall the big challenge is the coming collapse of Linear Networks, we already had news yesterday of AMC downsizing as for them DTC revenue didn't offset linear losses (not to shocking for a smaller company) but the big companies will feel this as well. Disney is in a better place with DTC revenues at way over half of Linear Networks at their peak of $29.5B in 2019 but with profit in DTC still 18-24 months away and even then profit will be small this overlap of Pay TV collapse (and smaller profits very likely from that division) will bring some short to medium term pain. The same is true for Paramount, Comcast, WBD etc. although they're further behind in shifting revenues to DTC so they may be hit even harder. 6 Quote Link to comment Share on other sites More sharing options...
Eric Quinn Posted December 1, 2022 Share Posted December 1, 2022 2 1 Quote Link to comment Share on other sites More sharing options...
cookie Posted December 2, 2022 Share Posted December 2, 2022 (edited) You mean to tell me an obvious political stunt designed to prop up a stupid culture war in time for the mid-terms turned out to be an obvious political stunt designed to prop up a stupid culture war in time for the mid-terms after all? Shocking! Edited December 2, 2022 by cookie 9 1 Quote Link to comment Share on other sites More sharing options...
AniNate Posted December 2, 2022 Share Posted December 2, 2022 Those two weeks were the dumbest in the history of Twitter and that's saying something Quote Link to comment Share on other sites More sharing options...
keysersoze123 Posted December 3, 2022 Share Posted December 3, 2022 https://thedirect.com/article/marvel-phase-5-6-slate-changes Quote Link to comment Share on other sites More sharing options...
Porthos Posted December 3, 2022 Share Posted December 3, 2022 (edited) 27 minutes ago, keysersoze123 said: https://thedirect.com/article/marvel-phase-5-6-slate-changes Sourced back to an outlet called "The Cosmic Circus", which I understand from some googling is a new-ish outfit (little more than a year old, near as I can tell). How credible are they and is there anything to be aware in regards to them? Edited December 3, 2022 by Porthos Quote Link to comment Share on other sites More sharing options...
Macleod Posted December 3, 2022 Share Posted December 3, 2022 (edited) 2 hours ago, Porthos said: Sourced back to an outlet called "The Cosmic Circus", which I understand from some googling is a new-ish outfit (little more than a year old, near as I can tell). How credible are they and is there anything to be aware in regards to them? About as credible as any other nosebleeder Tweeters and this week's pop-up geek website... I.E. People choose what they want to believe, anyway... and these "scoops" are often so vague that, well...anything could happen...and often does, in production development, of course. Any Tom, Dick, Harry, Susan, Angie could have told you that MARVEL/DISNEY is listening to the reception of "Phase 4" and will course-correct a bit...*especially* now with IGER back in control with his own vision. It's pretty obvious stuff, and it's not like they haven't shifted around dates and projects before. Edited December 3, 2022 by Macleod 1 Quote Link to comment Share on other sites More sharing options...
filmlover Posted December 3, 2022 Share Posted December 3, 2022 5 hours ago, cookie said: You mean to tell me an obvious political stunt designed to prop up a stupid culture war in time for the mid-terms turned out to be an obvious political stunt designed to prop up a stupid culture war in time for the mid-terms after all? Shocking! One didn’t even need a crystal ball to see that this was the only logical ending to that whole ridiculous saga. Quote Link to comment Share on other sites More sharing options...
Factcheck Posted December 3, 2022 Share Posted December 3, 2022 8 hours ago, Porthos said: Sourced back to an outlet called "The Cosmic Circus", which I understand from some googling is a new-ish outfit (little more than a year old, near as I can tell). How credible are they and is there anything to be aware in regards to them? This source is talking about Disney+ shows not movies, MCU movies of phase 5 & 6 will be released as per schedule. Quote Link to comment Share on other sites More sharing options...
JWR Posted December 3, 2022 Share Posted December 3, 2022 So, that marks the end of the "standoff" between DeSantis and Disney. Quote Link to comment Share on other sites More sharing options...
JWR Posted December 4, 2022 Share Posted December 4, 2022 https://www.latimes.com/entertainment-arts/business/story/2022-12-02/kareem-daniel-and-the-rise-and-fall-of-the-disney-executive-who-helped-define-the-bob-chapek-era 1 Quote Link to comment Share on other sites More sharing options...
JWR Posted December 6, 2022 Share Posted December 6, 2022 Another DMED member is out. Quote Link to comment Share on other sites More sharing options...
JWR Posted December 6, 2022 Share Posted December 6, 2022 1 Quote Link to comment Share on other sites More sharing options...
Jonwo Posted December 6, 2022 Share Posted December 6, 2022 1 hour ago, JWR said: I think Luis is being a bit hyperbolic, it's not like WDAS and Pixar will close down anytime soon. 1 Quote Link to comment Share on other sites More sharing options...
JWR Posted December 6, 2022 Share Posted December 6, 2022 7 hours ago, Jonwo said: I think Luis is being a bit hyperbolic, it's not like WDAS and Pixar will close down anytime soon. Maybe so. Quote Link to comment Share on other sites More sharing options...
cookie Posted December 6, 2022 Share Posted December 6, 2022 (edited) According to Deadline McCarthy was the one instigating the coup against Chapek by threatening to resign if he wasn’t ousted. Edited December 6, 2022 by cookie 1 Quote Link to comment Share on other sites More sharing options...