DIS Shareholders and Stock Info ONLY

[wabbott]

https://www.thestreet.com/investing...-bold-bet-on-star-wars?puc=yahoo&cm_ven=YAHOO

Walt Disney Makes Another Big Bet on Star Wars
The company has a hit with its Star Wars hotel so it's taking the famed science fiction brand to new places.

• Daniel Kline
• 7/8/22

 

[wabbott]

https://www.cnbc.com/2022/07/08/nfl...er-roger-goodell-says.html#Echobox=1657294434

NFL will select new Sunday Ticket partner by fall, Commissioner Roger Goodell says
Published Fri, Jul 8 202211:30 AM EDT
Alex Sherman@sherman4949
Julia Boorstin@JBoorstin

Key Points

• Roger Goodell spoke with CNBC’s Julia Boorstin in an exclusive interview Friday.
• Goodell said the NFL will select a new Sunday Ticket partner by the fall.
• Amazon, Apple and Disney have all placed bids to be the NFL’s new exclusive streaming provider for Sunday Ticket, CNBC has reported.
• Goodell confirmed NFL+ will launch in time for this season.

 

[clarker99]

https://www.cnbc.com/2022/07/08/nfl...er-roger-goodell-says.html#Echobox=1657294434

NFL will select new Sunday Ticket partner by fall, Commissioner Roger Goodell says
Published Fri, Jul 8 202211:30 AM EDT
Alex Sherman@sherman4949
Julia Boorstin@JBoorstin

Key Points

• Roger Goodell spoke with CNBC’s Julia Boorstin in an exclusive interview Friday.
• Goodell said the NFL will select a new Sunday Ticket partner by the fall.
• Amazon, Apple and Disney have all placed bids to be the NFL’s new exclusive streaming provider for Sunday Ticket, CNBC has reported.
• Goodell confirmed NFL+ will launch in time for this season.

There are strong rumours that Apple has already won these rights.

https://appleinsider.com/articles/2...nday-ticket-may-be-already-done-report-claims

Apple has low key entered the live sports market with Friday night baseball and MLS. With an iOS active install base of over 1billion users it makes sense.

 

[Ms Bibbidi]

.

 

[New Mouse]

Well. Well. Well. Remember when everyone was saying the State of Florida dissolution of the Reedy Creek Improvement District would not happen because Florida would have to come up with a billion dollars or so to pay off the bond debt? Governor DeSantis said the State of Florida would handle the outstanding bond debt issues. Well, as it turns out, the State of Florida has a $21.8 billion dollar surplus in its budget this year. Just hit the news today.

You think the taxpayers will support the increased taxes that will come along with this?

He may be able to do it but it's basically political suicide.

 

[hildarumpole]

You think the taxpayers will support the increased taxes that will come along with this?

He may be able to do it but it's basically political suicide.

There's a $21.8 billion surplus. No need to raise taxes, the money is already in the bank. DeSantis has stated repeatedly Disney will be responsible for their debt, most likely through a structure that will be created to enable Disney to pay off the bond debt. The point is, if it came down to it and Disney welched on their responsibility, taxpayers wouldn't suffer.

 

[New Mouse]

There's a $21.8 billion surplus. No need to raise taxes, the money is already in the bank. DeSantis has stated repeatedly Disney will be responsible for their debt, most likely through a structure that will be created to enable Disney to pay off the bond debt. The point is, if it came down to it and Disney welched on their responsibility, taxpayers wouldn't suffer.

There will be an ongoing tax burden basically forever. A surplus this year doesn't eliminate that.

It's also an extremely foolish way to use the surplus....if its real.

 

[mmackeymouse]

lol...




Lol the pearl clutching over a kid not following their parents wishes was particularly ripe.... considering Disney films NEVER have kids disobeying their parents....

You mean like the Little Mermaid? Or Jasmine in Aladdin? Or Simba in Lion King?

Oh wait, you were being sarcastic, weren't you.

I will say this line of thinking is a bit disingenuous. It's apples and oranges.

I don't have kids. But, I WAS a kid, not *all* that long ago. (though I feel older all the time)

And this is something I have mentioned before...maybe even 10 years ago, while watching some children's programming. There seemed to be a shift in attitudes. Sure, bucking authority has always been at least somewhat a part of youth programming. But...there's a meanness to it now. Certainly there was years ago, and it has only gotten worse. I work around kids, and I can tell you without question, that whether it's social media or whether it's entertainment....it has rubbed off and translated to real life as well.

The eye rolling. The biting sarcasm. In the past, shows and films have showed parents as generally well-meaning, and at the end of the day, they just want what's best for their kids (See: Maurice. See: Marlin See: Mr Banks) While shows and films today *may* eventually get there, that parents just want what's best for their kids, there's not a relatability to it. The parent is always wrong. Every child is always right, and every parent is always wrong. This isn't new (See: Maurice. See: Marlin. See: Mr. Banks) But, in previous properties- there was still a sweetness to them. In current properties, there is very much an air of "Ok Boomer" attached to seemingly everything. Or, they are shown as just dumb. Or both.

As for Turning Red--I am in the middle. I don't think it's as inappropriate and terrible as some people feel. I also don't think it is as benign and just like other Disney movies of yesteryear. Distant cousins maybe.

I will say this...if I were a parent of a child...we'll say under 10...I don't think I would want them seeing the movie. I say this as a woman, and as a woman who feels that women's bodies and the nature of them SHOULD be more normalized. I believe that the female cycle is not something to be ashamed of. I just don't think 4-5-6 year olds are necessarily the audience for it. Tweens? Absolutely, sure.

At the same time, I am not up in arms about the movie being made. I don't think there should be a boycott of it. I am glad that there were people out there who posted warnings and advised parents to watch it first to see if it was appropriate for their child. And I fully support parents' choices either way.

My one last thought is....I know it's different studios but Pixar has already made a beautifully nuanced movie about coming of age and puberty, especially as a girl, and all that. Inside Out. To me, that's the gold standard. And, they were able to do it in a way that a lot of the realities of puberty weren't explicit, and were more implied. They were able to do it in a way (like many Pixar movies) that it was appealing, and appropriate, to the 4-5-6 crowd, but also for the tweens and beyond crowd. So...with the gold standard coming out 7 years ago....I would want a movie with a similar theme to at least match it or do better, and I personally see it as a tier or two below. Just me.

 

[jujubiee4]

NFL Sunday ticket getting a new home? Yikes we always get it free with Direct tv.
Hubby not going to be happy. Interesting Disney is in the running.

 

[wabbott]

https://www.latimes.com/entertainme...07-10/thor-love-and-thunder-box-office-marvel

‘Thor’ keeps box office hot streak going. But should Marvel be worried?​

By Christi CarrasStaff Writer

July 10, 2022 11:29 AM PT

Disney and Marvel Studios’ “Thor: Love and Thunder” was lightning at the domestic box office this weekend, securing first place with $143 million, according to estimates from measurement firm Comscore.

The fourth installment in the “Thor” franchise is the sixth title this year to open over $100 million, continuing an upward trajectory for the theater industry as it recovers from the COVID-19 pandemic. This is the first time since June 2018 that new films posted nine-figure openings on consecutive weekends.

Delivering the biggest opening yet for a “Thor” film, “Love and Thunder” also marks the fourth-highest domestic opening of the pandemic era and the third-highest opening of 2022 — behind “Doctor Strange in the Multiverse of Madness” ($187.4 million) and “Jurassic World Dominion” ($145 million). (Sony and Marvel’s “Spider-Man: No Way Home” comfortably holds the pandemic record with $260 million.)

Internationally, “Thor: Love and Thunder” amassed $159 million this weekend for a worldwide cumulative of $302 million — the third-highest global launch of the pandemic era and the second-highest global launch of the year.

Directed by Taika Waititi — who also helmed 2017’s “Thor: Ragnarok” — “Thor: Love and Thunder” sees the return of franchise favorites Chris Hemsworth, Natalie Portman and Tessa Thompson, as well as newcomer Christian Bale and a few Guardians of the Galaxy. But this time, Hemsworth isn’t the only one swinging the mighty Thor’s giant hammer.

The strong performance was at the lower end of lofty expectations domestically, with box office forecasters predicting a $140-million to $160-million opening heading into the weekend. The highly anticipated superhero epic received a lukewarm 68% rating on review aggregation site Rotten Tomatoes (compared to 93% for “Ragnarok”) and a soft B+ from audiences polled by CinemaScore. That’s the second consecutive B+ for a Marvel release, following the “Doctor Strange” sequel. Last year’s “Eternals” received an even weaker B.

The trend may cause some concern for the studio, which is more accustomed to receiving A-level grades from audiences. The next installment in the Marvel Cinematic Universe — “Black Panther: Wakanda Forever” — is scheduled to open Nov. 11.

 

[clarker99]

https://www.latimes.com/entertainme...07-10/thor-love-and-thunder-box-office-marvel

‘Thor’ keeps box office hot streak going. But should Marvel be worried?​

By Christi CarrasStaff Writer

July 10, 2022 11:29 AM PT

Disney and Marvel Studios’ “Thor: Love and Thunder” was lightning at the domestic box office this weekend, securing first place with $143 million, according to estimates from measurement firm Comscore.

The fourth installment in the “Thor” franchise is the sixth title this year to open over $100 million, continuing an upward trajectory for the theater industry as it recovers from the COVID-19 pandemic. This is the first time since June 2018 that new films posted nine-figure openings on consecutive weekends.

Delivering the biggest opening yet for a “Thor” film, “Love and Thunder” also marks the fourth-highest domestic opening of the pandemic era and the third-highest opening of 2022 — behind “Doctor Strange in the Multiverse of Madness” ($187.4 million) and “Jurassic World Dominion” ($145 million). (Sony and Marvel’s “Spider-Man: No Way Home” comfortably holds the pandemic record with $260 million.)

Internationally, “Thor: Love and Thunder” amassed $159 million this weekend for a worldwide cumulative of $302 million — the third-highest global launch of the pandemic era and the second-highest global launch of the year.

Directed by Taika Waititi — who also helmed 2017’s “Thor: Ragnarok” — “Thor: Love and Thunder” sees the return of franchise favorites Chris Hemsworth, Natalie Portman and Tessa Thompson, as well as newcomer Christian Bale and a few Guardians of the Galaxy. But this time, Hemsworth isn’t the only one swinging the mighty Thor’s giant hammer.

The strong performance was at the lower end of lofty expectations domestically, with box office forecasters predicting a $140-million to $160-million opening heading into the weekend. The highly anticipated superhero epic received a lukewarm 68% rating on review aggregation site Rotten Tomatoes (compared to 93% for “Ragnarok”) and a soft B+ from audiences polled by CinemaScore. That’s the second consecutive B+ for a Marvel release, following the “Doctor Strange” sequel. Last year’s “Eternals” received an even weaker B.

The trend may cause some concern for the studio, which is more accustomed to receiving A-level grades from audiences. The next installment in the Marvel Cinematic Universe — “Black Panther: Wakanda Forever” — is scheduled to open Nov. 11.

I have thrown together a chart of the domestic MCU box office (opening weekend vs post opening). As far a Thor movies go this looks like it will be the most successful (box office wise).

 

[Leight19]

I have thrown together a chart of the domestic MCU box office (opening weekend vs post opening). As far a Thor movies go this looks like it will be the most successful (box office wise).

I guess it depends how you define most successful. If adjusted for inflation I believe domestic opening matches thor ragnarok. If you ignore inflation but just compare production budgets numbers im finding are 180 million for ragnarok vs 250 for most recent. I think the opening wasnt terrible but believe it was disappointing relative to expectations.

 

[Disney Bobby]

Hopefully that can make up for the total disaster that was Lightyear.

 

[clarker99]

I guess it depends how you define most successful. If adjusted for inflation I believe domestic opening matches thor ragnarok. If you ignore inflation but just compare production budgets numbers im finding are 180 million for ragnarok vs 250 for most recent. I think the opening wasnt terrible but believe it was disappointing relative to expectations.

I think some expect every MCU movie to make $1b worldwide and that is not at all the case or realistic. We look at the top right of the chart and there are only 5 of the 29 MCU movies that went supernova at the domestic box office.

 

[Leight19]

I think some expect every MCU movie to make $1b worldwide and that is not at all the case or realistic. We look at the top right of the chart and there are only 5 of the 29 MCU movies that went supernova at the domestic box office.

I guess for me it’s not just setting high expectations since it’s mcu but more about the cost to make these movies. Estimates I’m seeing list production budget at $250 million. Assuming another $100 million on marketing (which could be low end for mcu) you’re looking at $350 million cost which sets break even somewhere $600 to $700 million.

With these numbers you almost have to hit $1bililion to be financially worthwhile (they don’t make movies to break even). So to me it’s okay for mcu movie not to hit $1billion but not if it cost $250 million to make.

 

[wabbott]

https://wdwnt.com/2022/07/tokyo-dis...lower-capacity-as-experience-value-increases/

Tokyo Disney Resort Expects to Further Raise Ticket Prices, Permanently Lower Capacity as ‘Experience Value Increases’

 

[clarker99]

I guess for me it’s not just setting high expectations since it’s mcu but more about the cost to make these movies. Estimates I’m seeing list production budget at $250 million. Assuming another $100 million on marketing (which could be low end for mcu) you’re looking at $350 million cost which sets break even somewhere $600 to $700 million.

With these numbers you almost have to hit $1bililion to be financially worthwhile (they don’t make movies to break even). So to me it’s okay for mcu movie not to hit $1billion but not if it cost $250 million to make.

Does Marvel spend $250m on non-Avenger/team up level movies? If that budget figure is correct then Marvel set itself up for failure. ¯\_(ツ)_/¯

 

[bryaalre]

Most Marvel movies nowadays reach the $200 million budget, but I think Covid helped spike Thor's budget a bit with pauses they incurred and reshoots. I think it was also some poor planning as I read there were a few high priced actors that shot scenes to guest star in the movie but were ultimately cut. While this happens in movies, it would seem like Thor love and thunder had some poor management. This wouldn't be shocking as there were delay rumors swirling around for awhile.

I also think it's a bit hard to compare Thor or Dr. Strange to prior films due to being locked out of one of the largest box office, China. Both Ragnarok and the first Dr. Strange made over $100 Million in China. Disney does not recoup a ton of money from China receipts but there would certainly be a lot less talk about Marvel's underwhelming box office if say Dr. Strange was hitting $1.1 Billion instead of missing out on the billion club or Thor looking to surpass $900 Million instead of what could be a $750-$800 Million finish.

 

[clarker99]

Most Marvel movies nowadays reach the $200 million budget, but I think Covid helped spike Thor's budget a bit with pauses they incurred and reshoots. I think it was also some poor planning as I read there were a few high priced actors that shot scenes to guest star in the movie but were ultimately cut. While this happens in movies, it would seem like Thor love and thunder had some poor management. This wouldn't be shocking as there were delay rumors swirling around for awhile.

I also think it's a bit hard to compare Thor or Dr. Strange to prior films due to being locked out of one of the largest box office, China. Both Ragnarok and the first Dr. Strange made over $100 Million in China. Disney does not recoup a ton of money from China receipts but there would certainly be a lot less talk about Marvel's underwhelming box office if say Dr. Strange was hitting $1.1 Billion instead of missing out on the billion club or Thor looking to surpass $900 Million instead of what could be a $750-$800 Million finish.

Context does matter when looking at the overall gross. No China is huge.

 

[clarker99]

CPI hits 9.1%

Going to be a blood bath on Wall st today.