Culture Welcome to Dismal Disney.

DarthOne

☦️
... people forget that Disney has sour spots. It's like everyone here forgot the Dark Age of Disney or something...

... with all indications, it's just another bout of Dark Age right now, especially in the stockholder environment of 'IF IT ISN'T GROWING, IT'S FAILING'.

I don’t think Disney will ever quite recover from this woke disease, assuming it manages to recover at all. I think you underestimate just how much good will and credibility they’ve thrown away.
 

Skallagrim

Well-known member
I’m wondering why Disney keeps shuffling between the Bob’s. Iger is no better than Chapek, and could actually be argued to be worse, as he opened the door to all this woke nonsense flooding through Disney currently.
The same reason they mostly rely on remakes, reboots and sequels for their big tentpoles. The same reason that most everything that's not a remake, reboot or sequel is bound to be part of a "franchise" (think of that; not a world, not a universe, not a story... a franchise). The same reason nearly all of it is made-by-committee, panel-tested, utterly within-the-lines safe.

They have no originality left, the people working there are almost exclusively hacks, and they're all terrified of trying anything new or adventurous. So who would they hire? To them, it's Iger or someine just like Iger. And then they choose Iger, because that's the "safe bet".

What they need is someone who shakes things up, but they don't want that. It would mean Musk-style lay-offs and a major course-correct. They want anything but that. They'll kill Disney as a brand before they allow that.
 

Urabrask Revealed

Let them go.
Founder
What they need is someone who shakes things up, but they don't want that. It would mean Musk-style lay-offs and a major course-correct. They want anything but that. They'll kill Disney as a brand before they allow that.
"THE STOCKS MUST GROW!"
This ideology of endless growth is a wound infected with something terrible.
 

Skallagrim

Well-known member
The streaming market is now way more competitive than it once was. In fact, Disney is one of the parties butting in and thereby displacing Netflix from its previous position of dominance. (A fate that Netflix richly deserved, of course.) Viewers have more options, but they don't suddenly have way more money to spend on multiple subscriptions, so people have to choose, which means every service gets a smaller slice of a similarly-sized pie.

Because of this, Disney can't take the advantage that it wanted to take (dominating the streaming market, which would yield profit in the covid period). At the same time, its parks have suffered a staggering blow in this same period. Covid also hurt theatre-derived inome, obviously. So in short: Disney has suffered a major setback in its revenue projections.

Additionally, Disney grew very arrogant with the Marvel purchase, and figured that there would be a whole herd of cash cows. This has turned out not to be the case. Phase Four is not going as expected, and people are checking out of the MCU in significant numbers. They were not expecting a revenue drop, and (much like Netflix when it came to streaming!) they had become complacent. When things did become tight all of a sudden, the safety net was gone, and they needed talent to make things work out.

Talent, as it turned out, was absent.

Meanwhile, LucasFilm has not turned into the expected MCU clone. A few years back, I did a detailed analysis, primarily to debunk the claim that Disney had supposedly "already made its money back on the purchase" and that Disney SW was profitable. (It's really not. People claiming that always point to the gross profits, and fail to realise/admit that it's net profits that form the bottom line.) At that point, The Mandalorian season 1 was doing well, and other films (e.g. Rogue One) were upcoming. My prediction was that if the Mando upswing was maintained, and new non-saga films did well, Disney would be on track to make LucasFilm proftable.

Those positive trends have not materialised. The Book of Boba Fett under-performed significantly, and Obi-Wan Kenobi was similarly a damps squib. Even if The Mandalorian and Andor remain popular, overal viewership of Disney+ is not going up-up-up they way Disney wanted. And they invested 'bigly' (to use a Trumpism) with big returns in mind. So: loads of money spent, and not enough returns to justify it.

Oh, and those upcoming SW films... haven't happened. Other LucasFilm properties haven't justified their investment, either. So as it stands, if we take all the money Disney spent on Lucasfilm (both for the purchase and since) and then compare that to the income derived from same... I'm pretty sure they're still in the red. Ten years after purchase!

So. All in all, Disney is not doing very well. To be sure, Covid hit them hard, perhaps harder than it hit most competitors. But in large part, it hit them so hard because they were so dumb. And as recent decisions demonstrate: they remain dumb.
 
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Terthna

Professional Lurker
The streaming market is now way more competitive than it once was. In fact, Disney is one of the parties butting in and thereby displacing Netflix from its previous position of dominance. (A fate that Netflix richly deserved, of course.) Viewers have more options, but they don't suddenly have way more money to spend on multiple subscriptions, so people have to choose, which means every service gets a smaller slice of a similarly-sized pie.

Because of this, Disney can't take the advantage that it wanted to take (dominating the streaming market, which would yield profit in the covid period). At the same time, its parks have suffered a staggering blow in this same period. Covid also hurt theatre-derived inome, obviously. So in short: Disney has suffered a major setback in its revenue projections.

Additionally, Disney grew very arrogant with the Marvel purchase, and figured that there would be a whole herd of cash cows. This has turned out not to be the case. Phase Four is not going as expected, and people are checking out of the MCU in significant numbers. They were not expecting a revenue drop, and (much like Netflix when it came to streaming!) they had become complacent. When things did become tight all of a sudden, the safety net was gone, and they needed talent to make things work out.

Talent, as it turned out, was absent.

Meanwhile, LucasFilm has not turned into the expected MCU clone. A few years back, I did a detailed analysis, primarily to debunk the claim that Disney had supposedly "already made its money back on the purchase" and that Disney SW was profitable. (It's really not. People claiming that always point to the gross profits, and fail to realise/admit that it's net profits that form the bottom line.) At that point, The Mandalorian season 1 was doing well, and other films (e.g. Rogue One) were upcoming. My prediction was that if the Mando upswing was maintained, and new non-saga films did well, Disney would be on track to make LucasFilm proftable.

Those positive trends have not materialised. The Book of Boba Fett under-performed significantly, and Obi-Wan Kenobi was similarly a damps squib. Even if The Mandalorian and Andor remain popular, overal viewership of Disney+ is not going up-up-up they way Disney wanted. And they invested 'bigly' (to use a Trumpism) with big returns in mind. So: loads of money spent, and not enough returns to justify it.

Oh, and those upcoming SW films... haven't happened. Other LucasFilm properties haven't justified their investment, either. So as it stands, if we take all the money Disney spent on Lucasfilm (both for the purchase and since) and then compare that to the income derived from same... I'm pretty sure they're still in the red. Ten years after purchase!

So. All in all, Disney is not doing very well. To be sure, Covid hit them hard, perhaps harder than it hit most competitors. But in large part, it hit them so hard because they were so dumb. And as recent decisions demonstrate: they remain dumb.
Even worse than all that, it's looking like executives at Disney may have lost the company a lot of money by investing it into failed cryptocurrency exchange FTX, and have brought back Bob Iger with the intention of him selling Disney to Apple so that they can sweep it all under the rug before the company goes bankrupt.
 

Husky_Khan

The Dog Whistler... I mean Whisperer.
Founder
Sotnik
Gosh I hope this rumor isn't true.


Poor Quality. Fah! Quantity is a Quality all on its own! :sneaky:

Be brave Dismal Disney. Don't listen to the Toxic Fandoms.
 

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