DIS Shareholders and Stock Info ONLY

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001744489/000174448923000232/dis-20231130.htm

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549


FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported): November 30, 2023

The Walt Disney Company


Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year.

On November 30, 2023, the Board of Directors (the “Board”) of The Walt Disney Company (the “Company”) amended and restated the Company’s Amended and Restated Bylaws (as so amended and restated, the “Bylaws”), which became effective that same date. Among other things, the amendments effected by the Bylaws:

•address recently adopted amendments to Rule 14a-19 under the Securities Exchange Act of 1934, as amended, by requiring that any person soliciting proxies in support of a director nominee other than the Board’s nominees provide a representation that such person will comply with Rule 14a-19 and deliver reasonable evidence to the Company that the Rule 14a-19 requirements have been met;

•require that any person directly or indirectly soliciting proxies using its own proxy card use a proxy card color other
than white; and

•enhance the procedural mechanics and disclosure requirements relating to business proposals submitted and director nominations made by stockholders, including by requiring:

◦certain additional background information, disclosures and representations regarding any proposing stockholders, any proposed director nominees and business and any other persons related to a stockholder’s solicitation of proxies; and
◦any notice of director nomination be accompanied by all written questionnaires required of the Company’s directors completed and signed by any proposed director nominees.

The Bylaws also incorporate various other updates and technical, clarifying and conforming changes.
The foregoing description is qualified in its entirety by reference to the full text of the Bylaws, a copy of which is attached hereto as Exhibit 3.1 and is incorporated herein by reference.

https://www.sec.gov/Archives/edgar/data/1744489/000174448923000232/fy2024_q1x8kxbylawsxex31.htm
 
so you feel that promotes an agenda? I have not seen the film myself. I thought it was about the Quantum realms and Kang

Socialism lol... a great example of a trigger term that people like to throw around. reality is you use socialistic programs every day...

Yes, I believe stating in a movie that we could learn something from socialism is promoting a social agenda.

Whether you think is it is trigger term or how is used in our society today is irrelevant to your question.
 
Yeah, but the Hank Pym chracter is clearly a bit of an old, hippie type guy. Just because a character in a movie says something, doesn't mean that the message of the movie as a whole agrees with that statement.

Of course. Nobody said it was "the" message of the movie, but it certainly was "a" message in the movie. They could never get by with making a movie that used socialism as "the" message.

The ants built this amazing society and were so "smart". He attributed that to "socialism" and stated how we could learn something from them. It was intentional, and unnecessary, and grossly inaccurate outside of fantasy land. The message could have simply been the benefits of working together, but somehow ended up singing the praises of Karl Marx.

Not to mention, from an actor that is worth a third of a billion dollars for a company that would sell it's soul for an addtional 2 cents on it's stock price.
 
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Yes, but good movies (good storytelling) such as Tom Gun Maverick, Mario, Oppenheimer, etc. still make a lot of money.
The thing those movies have in common, when they released there were next to no people who had their streaming services so the way to see it was in theaters. Masses aren’t tying Universal/Illumination to Peacock, and Paramount+ didn’t have a ton of subs but that grew after Maverick and subsequently led to Mission Impossible Dead Reckoning falling flat.
One thing they don't have in common is that Christopher Nolan made Universal give him a four-month theatrical window for "Oppenheimer." But of course few directors have that kind of clout.

BTW, I don't know whether this is Nolan's doing, but the movie is still only available for sale when it comes to online services; it isn't available to Peacock subscribers yet.

(And yes, I was at Best Buy bright and early last week to get a Blu-ray copy. 😁 )
 


3. Games, games, games
I can’t say this enough: Iger needs to expand Disney’s presence in video games, and he needs to start yesterday.

The Mouse House has had success recently licensing its properties to outside game developers, while Iger in 2019 remarked that Disney hasn’t “been particularly good at the self-publishing side,” adding, “We’ve just decided that the best place for us to be in that space is licensing and not publishing.”

But Iger may end up regretting that play, as the gaming sector continues to grow while the film and TV business contracts. Disney will see a limited financial upside from its licensing strategy, while publishing games itself would open a lucrative new revenue stream — provided the product is successful, of course.

It would probably be unwise for Disney to try to build a games studio on its own; therefore, if there’s one last acquisition Iger should make to close out his tenure, it’s an existing game publisher. Indeed, other execs have reportedly pushed Iger to consider buying video game publisher Electronic Arts, which has a longstanding licensing deal with Disney to create and publish “Star Wars” games.

Such a purchase would come with plenty of risk, but if Iger wants to build Disney into a truly modern media conglomerate, remaining without an in-house gaming division seems like a far greater risk.
How about Disney buying some development studios from Microsoft and Embracer Group? Those two companies have too many developers in their care, and Microsoft could sell off some studios to pay down debt they got from buying Activision Blizzard King.
 
How about Disney buying some development studios from Microsoft and Embracer Group? Those two companies have too many developers in their care, and Microsoft could sell off some studios to pay down debt they got from buying Activision Blizzard King.
I don't think gaming is a good idea. Simply license the IP. DIS is spread out too much now, IMO. TV, streaming, movies, cruise lines, resorts, tours, parks, etc. Iger himself claimed that one of the movie problems was "lack of supervision."

If that be so, who was supposed to be watching, but wasn't? And why not? That movie money down the drain would sure look good in the WDW maintenance budget right about now.
 


https://www.reuters.com/technology/...ling-their-streaming-services-wsj-2023-12-01/

Apple, Paramount discuss bundling their streaming services - WSJ
12/1/23
Reuters

Dec 1 (Reuters) - Apple (AAPL.O) and Paramount Global (PARA.O) have discussed bundling their streaming services at a discount, the Wall Street Journal reported on Friday.

Shares of media company Paramount rose 3% in premarket trading.

The companies have talked about offering a combined Paramount+ and Apple TV+ offering that would cost less than subscribing to both services separately, the report said, citing people familiar with the discussions.

The talks are in their early stages, and it is unclear what shape the bundle could take, the report added.
Apple and Paramount did not immediately respond to Reuters requests for comment.
 
https://www.msn.com/en-us/money/com...bundling-their-streaming-services/ar-AA1kQ7PQ

Apple and Paramount Discuss Bundling Their Streaming Services

Streamers are increasingly joining with rivals to offer bundles that help attract and keep subscribers

By Jessica Toonkel
Dec. 1, 2023 7:00 am EST

Apple and Paramount Global have discussed bundling their streaming services at a discount, the latest attempt by rival entertainment giants to team up as they look to make their offerings more affordable and attractive.

The companies have talked about offering a combination of Paramount+ and Apple TV+ that would cost less than subscribing to both services separately, according to people familiar with the discussions. The discussions are in their early stages, and it is unclear what shape a bundle could take, they said.

The discussions between Apple and Paramount come as most entertainment giants are dealing with competitive pressures. They have been raising prices sharply in recent months in an effort to bring their streaming businesses to profitability, but have in turn faced rising levels of customer defections.

Because most streaming services are available through a monthly subscription, it is easy for viewers to cancel when they are done binge-watching a specific show. Offering multiple services as part of one package decreases the likelihood that subscribers will cancel on any given month, according to data from Antenna, a subscriber-measurement company.

The rebundling of streaming services is happening “faster than we thought,” said Erin McPherson, senior vice president and chief content officer at Verizon Communications, which launched its own marketplace of streaming services last year. “It’s clear that bundles are here to stay.”
 
How about Disney buying some development studios from Microsoft and Embracer Group? Those two companies have too many developers in their care, and Microsoft could sell off some studios to pay down debt they got from buying Activision Blizzard King.
After Disney Infinity I don't think they have the appetite for this.
 
How about Disney buying some development studios from Microsoft and Embracer Group? Those two companies have too many developers in their care, and Microsoft could sell off some studios to pay down debt they got from buying Activision Blizzard King.

They need to repartner with CAPCOM for Switch titles.
 

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I have a money-making idea! How about a new domestic theme park specifically themed for families with youngsters! Said no one at DIS.

https://deadline.com/2023/12/universal-texas-theme-park-for-families-with-young-kids-1235647953/

Universal’s New Texas Park For Families With Young Kids Will Have Themed Lands, A 300-Room Hotel
By Jill Goldsmith - Co-Business Editor
December 1, 2023 10:05am

Universal Destinations & Experiences is out with new details for Universal Kids Resort, its first theme park designed specifically for families with young children planned for Frisco, Texas.

The project, first announced in January, will feature a theme park with family-friendly attractions and themed lands, interactive shows, merchandise, food and beverage venues and character meet and greets, as well as a 300–room themed hotel as Universal looks to introduce itself and its storytelling to young audiences in new markets. It broke ground on the space last month.

The resort “will inspire the unbridled creativity of kids through imagination, discovery and most importantly – play,” said Molly Murphy, President, Universal Creative. “We’re designing the resort so kids and families can feel the thrill of being physically immersed in their most beloved stories and characters.”

The park is set in a lush green landscape with a distinctive look, feel and scale specifically for younger kids. The Comcast/NBCUniversal division said the resort will create thousands of jobs including more than 2,500 new construction jobs.

Universal selected the city of Frisco based on the city’s growing population and ability to attract businesses to the area.
 
https://www.hollywoodreporter.com/b...ntertainment-one-lionsgate-merger-1235708032/

Entertainment One Cuts 10 Percent of Workforce Ahead of Lionsgate Merger

The latest cost-cutting at the studio comes ahead of a $500 million deal for the Hasbro film and TV unit to be sold to the Hollywood studio and completed by the last week of December.

by Etan Vlessing
December 1, 2023 10:45am PST

Hasbro‘s Entertainment One has cut another 10 percent of its workforce as a $500 million deal to sell the division to Lionsgate nears a scheduled completion this month, The Hollywood Reporter has confirmed.

It’s understood that, ahead of eOne and Lionsgate combining, likely by the final week of December, eOne workers have been told who will be welcomed into the Hollywood studio after the close of the sales agreement, and which employees will not be taken on by Lionsgate or can continue through a brief transitional period.

In June 2023, eOne cut another 20 percent of its workforce as parent Hasbro looked to reduce overall costs at the toy maker and had put its film and TV unit up for sale. Hasbro acquired the Toronto-based studio in 2019 as part of a $4 billion all-cash transaction and announced its intention to sell eOne in mid-November 2022.

An earlier plan by Hasbro to have eOne expand the toy maker as a media contender with a film and TV unit of its own was overtaken by newly-installed CEO Chris Cocks turning the company’s focus to becoming a digital gaming powerhouse after fending off a proxy battle with an activist investor.

Lionsgate eventually stepped forward to acquire certain assets of eOne, including a content library of nearly 6,500 titles and active productions for non-Hasbro owned IP like The Rookie, Yellowjackets and Naked and Afraid franchises, and the eOne unscripted business.

The eOne film and TV business being sold also includes Hasbro’s interest in the Canadian film and TV operations of Entertainment One Canada Limited. Hasbro in turn after selling off eOne will focus on branded assets like Peppa Pig, Transformers and Dungeons & Dragons as it looks to become a digital games giant.
 
https://www.nbcchicago.com/news/bus...ount-are-discussing-streaming-bundle/3292800/

Media stocks jump after report says Apple, Paramount are discussing streaming bundle

By Drew Richardson,CNBC •
12/1/23
  • Warner Bros. Discovery and Paramount Global shares jumped Friday.
  • Apple and Paramount are discussing bundling their streaming services, The Wall Street Journal reported.
  • Warner Bros. Discovery has been open to bundling its Max service with rivals.

Media stocks jumped on Friday following a Wall Street Journal report that Apple and Paramount Global are in early-stage talks to offer a bundle of the two company's streaming platforms.

The companies have talked about bundling Apple TV+ and Paramount+ in an offering that would cost less than subscribing to the two separately, The Wall Street Journal reported Friday.

Shares of Paramount and Warner Bros. Discovery, which owns streaming service Max, were up more than 8% in afternoon trading Friday. Paramount is down about 7% on the year, while Warner Bros. Discovery, which reported a streaming profit in the third quarter, is up about 20%.

Apple and Paramount did not immediately respond to CNBC's request for comment.

Paramount+ and Apple TV+ could be an ideal match for a bundle given their differing content strategies. Apple TV+ is known to offer a robust library of exclusive and prestige content, while Paramount+ boasts a larger back-catalog of recognizable TV shows and movies.

The report comes as talk heats up in the media industry about bundling rival streaming services together.

Streaming leader Netflix and Max entered into an agreement with Verizon earlier this month to bundle the two services at a reported $10 a month, less than the $17 the combination would normally cost. Liberty Media Chairman and Warner Bros. Discovery board member John Malone has often discussed what streaming bundles could look like. Disney currently offers a bundle of Hulu, Disney+ and ESPN+.

The trend has extended beyond streaming. Following a dispute earlier this year, Disney and Charter entered into an agreement where some Spectrum customers would gain access to the ad-supported Disney+ plan, a move some experts predict could become more common.

An Apple partnership could be a strong opportunity to help Paramount pivot in the rapidly changing media environment. Paramount's controlling shareholder Shari Redstone has been open to making big deals , CNBC has reported, as the company suffers from declining revenue and streaming losses.
 
Some chatter from THR about Illumination’s latest. Should be interesting to see what happens.

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Maybe theaters should bring back matinee pricing and offer a free small popcorn or something. It does cause a lot for a family to go to the movies. I wonder if the studios have done the analysis of offering a discount on kid's movies and whether the discount would be offset by a greater number of people coming to the theater.
 
Maybe theaters should bring back matinee pricing and offer a free small popcorn or something. It does cause a lot for a family to go to the movies. I wonder if the studios have done the analysis of offering a discount on kid's movies and whether the discount would be offset by a greater number of people coming to the theater.

My local theater chain still does matinee pricing before PM, but it's still 12 bucks before 4 and 15 after. And they don't do that for IMAX screenings, which are always $18 no matter when.
 

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