DIS Shareholders and Stock Info ONLY

[BrianL]

Miles Morales is a very popular comic book character with a long standing of popularity. This was a very low risk adaptation for Sony.

But the movie absolutely addresses "socio-political" issues. I haven't even seen it, but I can tell that from the marketing alone. Explain why that's a big hit, but Elemental tanked because of a blink-and-you-missed-it character?

 

[clarker99]

It's a great story that everyone wants to see. It always goes back to telling a great story first.

Box Office does not equate to anything you are saying. Mario had zero story. Literally a crap plot. It was Mario so people went. Minions also pretty much drivel.

The great 2019 for Disney (7 x $1b movies). All spin-off or sequel. Lion King, Aladdin, Toy Story 4 were mediocre. Plot is not why people go to the cinema.

Miles Morales is a very popular comic book character with a long standing of popularity. This was a very low risk adaptation for Sony.

Yet the 1st one was very meh at the box office.

 

[PolymerSkywalker]

Based on the legs Elemental has, it will likely be less than $100M but that's only theatrical. It will make money via digital and physical sales and streaming revenue. It's very possible, if not likely that it will be profitable, minimally, for Disney.

However to your point of it losing theatrically, it does matter. It is on Disney for not spending $150M-$200M on every original animation. Ruby Gilman just tanked and will likely lose more than Elemental. Disney is already course correcting by announcing sequels Inside Out 2, Frozen 3, Toy Story 5. It was a bad time for Disney/Pixar to release so many original animated films.

I'm not sure what you want. Do you want Disney to only produce sequels?

Not sure I can agree with your numbers above:

Elemental Production Cost = $200M
Elemental Marketing Cost = $75M (normally $100M for Disney stuff, but let's say they shaved that by 25%)
Total = $275 Million

Assuming an average of 50% return from box office totals if you average domestic (55%), international (45%), and China (25%), that would mean Elementals break even point is approximately $550 million dollars

It is currently at $194 million in the box office.

So, am I to believe it will pick up another $356 million from the remainder of its theatrical run, plus streaming, plus DVD sales?

 

[PolymerSkywalker]

But the movie absolutely addresses "socio-political" issues. I haven't even seen it, but I can tell that from the marketing alone. Explain why that's a big hit, but Elemental tanked because of a blink-and-you-missed-it character?

Story came first that is why, and it was a story people wanted to see.

 

[PolymerSkywalker]

Box Office does not equate to anything you are saying. Mario had zero story. Literally a crap plot. It was Mario so people went. Minions also pretty much drivel.

The great 2019 for Disney (7 x $1b movies). All spin-off or sequel. Lion King, Aladdin, Toy Story 4 were mediocre. Plot is not why people go to the cinema.

Yet the 1st one was very meh at the box office.

That's not true. It was a familiar story that two generations of kids grew up playing through in all the games. All they had to do was not screw it up, and stay true to the characters. The creator of Mario was literally on set making sure they stayed true to the history of those characters. It was nearly perfectly done, and that's why it's a massive hit. Kids and their parents who played these games showed up in droves to be entertained.

 

[mdmost]

So you haven't seen Elemental but you can attest that its story didn't come first?

 

[clarker99]

Story came first that is why, and it was a story people wanted to see.

The 1st one won an oscar and people watched at home. People realized it was amazing. Sequel comes out and people go see it bc they liked the 1st one.

That's not true. It was a familiar story that two generations of kids grew up playing through in all the games. All they had to do was not screw it up, and stay true to the characters. The creator of Mario was literally on set making sure they stayed true to the history of those characters. It was nearly perfectly done, and that's why it's a massive hit. Kids and their parents who played these games showed up in droves to be entertained.

The plot is crap. It is fun and hits the nostalgia hard but it is not a story driven movie at all.

 

[PolymerSkywalker]

Box Office does not equate to anything you are saying. Mario had zero story. Literally a crap plot. It was Mario so people went. Minions also pretty much drivel.

The great 2019 for Disney (7 x $1b movies). All spin-off or sequel. Lion King, Aladdin, Toy Story 4 were mediocre. Plot is not why people go to the cinema.

Yet the 1st one was very meh at the box office.

In the case of sequels / spin offs you still have to do it right though. If Top Gun had made Maverick a dead-beat hermit living on an island, drinking milk from a dinosaur's tit, that hated the world, it wouldn't have done very well.

 

[BrianL]

That's not true. It was a familiar story that two generations of kids grew up playing through in all the games. All they had to do was not screw it up, and stay true to the characters. The creator of Mario was literally on set making sure they stayed true to the history of those characters. It was nearly perfectly done, and that's why it's a massive hit. Kids and their parents who played these games showed up in droves to be entertained.

Ehh, I mean I really enjoyed the Super Mario Bros. Movie, but the plot is pretty basic and predictable. I don't agree that it's "crap" but it's not exactly great cinema either. It is exactly what it needed to be though, which is fine.

 

[PolymerSkywalker]

So you haven't seen Elemental but you can attest that its story didn't come first?

Correct I don't think the story came first in elemental. I think a bunch of untalented people who don't remember or know how to tell a good story are in charge of Pixar now. No real villain, sociopolitical crap added in, a male lead that cries way too much, it's a far cry from the genius that was the original Toy Story.

 

[PolymerSkywalker]

Ehh, I mean I really enjoyed the Super Mario Bros. Movie, but the plot is pretty basic and predictable. I don't agree that it's "crap" but it's not exactly great cinema either. It is exactly what it needed to be though, which is fine.

Exactly, they knew what they needed to do and delivered it nearly perfectly. Now compare and contrast that with Pixar's Lightyear.

 

[BrianL]

Correct I don't think the story came first in elemental. I think a bunch of untalented people who don't remember or know who to tell a good story are in charge of Pixar now. No real villain, sociopolitical crap added in, it's a far cry from the genius that was the original Toy Story.

Toy Story does not have a "Real Villain."

And Pete Doctor is SOOOOOO untalented. It's amazing that anyone even watches UP, because it's so terrible and unemotional. It didn't even make me cry in the first five minutes at all.

 

[BrianL]

Exactly, they knew what they needed to do and delivered it nearly perfectly. Now compare and contrast that with Pixar's Lightyear.

And, okay, Lightyear was a misfire. It was a good concept with a lousy third act. It happens. Just because Mario is what it is, doesn't mean that everything else should be exactly that either.

 

[clarker99]

Toy Story does not have a "Real Villain."

And Pete Doctor is SOOOOOO untalented. It's amazing that anyone even watches UP, because it's so terrible and unemotional. It didn't even make me cry in the first five minutes at all.

Incredibles 2 made a $Billion at the box office. Pete just doesn't have what it takes.

 

[bryaalre]

Not sure I can agree with your numbers above:

Elemental Production Cost = $200M
Elemental Marketing Cost = $75M (normally $100M for Disney stuff, but let's say they shaved that by 25%)
Total = $275 Million

Assuming an average of 50% return from box office totals if you average domestic (55%), international (45%), and China (25%), that would mean Elementals break even point is approximately $550 million dollars

It is currently at $194 million in the box office.

So, am I to believe it will pick up another $356 million from the remainder of its theatrical run, plus streaming, plus DVD sales?

Right now elemental is projected to finish between 350-400m. This would put its theatrical loss between 75-100m. That would easily be made up by ancillaries.

 

[PolymerSkywalker]

Incredibles 2 made a $Billion at the box office. Pete just doesn't have what it takes.

Well then do it again then, instead of making crap like Elemental!

 

[irlandaise]

https://www.ksby.com/meet-lake-pixars-first-official-nonbinary-character

How is Lake actually presented in the movie and how did that disturb you?

 

[wabbott]

https://finance.yahoo.com/news/disneys-dis-latest-indiana-jones-123600053.html
Disney's (DIS) Latest Indiana Jones Movie Hits the Right Chord
Zacks Equity Research
Wed, July 5, 2023 at 2:36 PM GMT+2

Disney DIS division Lucasfilm's latest installment, Indiana Jones and the Dial of Destiny, has hit the ground running, dominating the global box office with an impressive opening weekend gross of $130.6 million.

Starring the legendary Harrison Ford in his iconic role as Indiana Jones, the film has garnered positive reviews from moviegoers, receiving an 88% Rotten Tomatoes audience score and favorable PostTraks ratings across various demographics.

The movie's success was not limited to its domestic market, as it also claimed the top spot in key international territories such as Argentina, Australia, France, Germany, Italy, Spain, and the U.K. Moreover, it achieved record-breaking opening weekend numbers in Denmark, Finland and Greece.

Directed by James Mangold and featuring a star-studded cast, including Phoebe Waller-Bridge and Antonio Banderas, Indiana Jones and the Dial of Destiny builds upon the beloved characters and adventures created by Disney legend George Lucas and Philip Kaufman.

The success of Indiana Jones and the Dial of Destiny is important for Disney after the unimpressive box office performances of Ant-Man and the Wasp: Quantumania and Elemental. Although Guardians of the Galaxy: Vol 3 did well, it was not enough to drive Disney’s box office performance this year.

Disney peer Warner Bros. WBD also had a tough first half of 2023 with poor performances of Shazam! Fury of the Gods and The Flash. However, Comcast CMCSA, Sony and Paramount Global PARA had a better half thanks to Super Mario Bros. Movie, M3gan, Spider-Man: Across the Spider-Verse, and Scream VI, respectively.

Disney has a strong portfolio of upcoming movies, including Theater Camp, Haunted Mansion, and Poor Things in the second half of the year.

The company recently shuffled its upcoming release slate including movies from the Avatar, Marvel, and Star Wars franchises, as reported by a CNBC article. The precise reasons behind these changes remain undisclosed, but the ongoing writers' strike, which has disrupted film and television production, may be a contributing factor.

One notable adjustment includes James Cameron's third and fourth Avatar movies, originally slated for 2024 and 2026, respectively. The third installment is now set to release in December 2025, with the fourth film following in 2029.

Moreover, Disney has delayed several upcoming Marvel films, such as Captain America: Brave New World, Thunderbolts, Blade, and Fantastic Four. Even the highly anticipated Avengers movies, The Kang Dynasty and Secret Wars, have been postponed until 2026 and 2027, respectively.

Moreover, a Star Wars film originally planned for December 2025 has been moved to May 2026, while another Star Wars installment has been added to the schedule for December 2026. This delay comes after a hiatus in the Star Wars franchise since the release of The Rise of Skywalker in 2019.

What Awaits Disney Shares in 2H23?​

Disney’s shares have gained 4.2% year to date, underperforming the Zacks Consumer & Discretionary sector’s increase of 12.1% during the same time frame.

Moreover, it has underperformed its peers Warner Bros. Discovery and Comcast but has outperformed Paramount. Shares of Warner Bros. and Comcast have increased 37.2% and 19.4% year to date, respectively. However, Paramount shares have declined 3.3% year to date.

Disney expects fiscal 2023 revenues and operating income to grow in the high single-digit percentage range. This Zacks Rank #3 (Hold) company expects weakness in Disney+’s domestic subscriber base to continue in the third quarter but anticipates core subscriber growth to rebound in the fourth quarter. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for third-quarter revenues is pegged at $22.52 billion, indicating 4.72% growth from the year-ago quarter’s reported figure.

The consensus mark for third-quarter 2023 earnings is pegged at $1.02 per share, down 6.4% in the past 30 days.
Disclaimer: This article has been written with the assistance of Generative AI. However, the author has reviewed, revised, supplemented, and rewritten parts of this content to ensure its originality and the precision of the incorporated information.

 

[BrianL]

https://finance.yahoo.com/news/disneys-dis-latest-indiana-jones-123600053.html
Disney's (DIS) Latest Indiana Jones Movie Hits the Right Chord
Zacks Equity Research
Wed, July 5, 2023 at 2:36 PM GMT+2

Disney DIS division Lucasfilm's latest installment, Indiana Jones and the Dial of Destiny, has hit the ground running, dominating the global box office with an impressive opening weekend gross of $130.6 million.

Starring the legendary Harrison Ford in his iconic role as Indiana Jones, the film has garnered positive reviews from moviegoers, receiving an 88% Rotten Tomatoes audience score and favorable PostTraks ratings across various demographics.

The movie's success was not limited to its domestic market, as it also claimed the top spot in key international territories such as Argentina, Australia, France, Germany, Italy, Spain, and the U.K. Moreover, it achieved record-breaking opening weekend numbers in Denmark, Finland and Greece.

Directed by James Mangold and featuring a star-studded cast, including Phoebe Waller-Bridge and Antonio Banderas, Indiana Jones and the Dial of Destiny builds upon the beloved characters and adventures created by Disney legend George Lucas and Philip Kaufman.

The success of Indiana Jones and the Dial of Destiny is important for Disney after the unimpressive box office performances of Ant-Man and the Wasp: Quantumania and Elemental. Although Guardians of the Galaxy: Vol 3 did well, it was not enough to drive Disney’s box office performance this year.

Disney peer Warner Bros. WBD also had a tough first half of 2023 with poor performances of Shazam! Fury of the Gods and The Flash. However, Comcast CMCSA, Sony and Paramount Global PARA had a better half thanks to Super Mario Bros. Movie, M3gan, Spider-Man: Across the Spider-Verse, and Scream VI, respectively.

Disney has a strong portfolio of upcoming movies, including Theater Camp, Haunted Mansion, and Poor Things in the second half of the year.

The company recently shuffled its upcoming release slate including movies from the Avatar, Marvel, and Star Wars franchises, as reported by a CNBC article. The precise reasons behind these changes remain undisclosed, but the ongoing writers' strike, which has disrupted film and television production, may be a contributing factor.

One notable adjustment includes James Cameron's third and fourth Avatar movies, originally slated for 2024 and 2026, respectively. The third installment is now set to release in December 2025, with the fourth film following in 2029.

Moreover, Disney has delayed several upcoming Marvel films, such as Captain America: Brave New World, Thunderbolts, Blade, and Fantastic Four. Even the highly anticipated Avengers movies, The Kang Dynasty and Secret Wars, have been postponed until 2026 and 2027, respectively.

Moreover, a Star Wars film originally planned for December 2025 has been moved to May 2026, while another Star Wars installment has been added to the schedule for December 2026. This delay comes after a hiatus in the Star Wars franchise since the release of The Rise of Skywalker in 2019.

What Awaits Disney Shares in 2H23?​

Disney’s shares have gained 4.2% year to date, underperforming the Zacks Consumer & Discretionary sector’s increase of 12.1% during the same time frame.

Moreover, it has underperformed its peers Warner Bros. Discovery and Comcast but has outperformed Paramount. Shares of Warner Bros. and Comcast have increased 37.2% and 19.4% year to date, respectively. However, Paramount shares have declined 3.3% year to date.

Disney expects fiscal 2023 revenues and operating income to grow in the high single-digit percentage range. This Zacks Rank #3 (Hold) company expects weakness in Disney+’s domestic subscriber base to continue in the third quarter but anticipates core subscriber growth to rebound in the fourth quarter. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for third-quarter revenues is pegged at $22.52 billion, indicating 4.72% growth from the year-ago quarter’s reported figure.

The consensus mark for third-quarter 2023 earnings is pegged at $1.02 per share, down 6.4% in the past 30 days.
Disclaimer: This article has been written with the assistance of Generative AI. However, the author has reviewed, revised, supplemented, and rewritten parts of this content to ensure its originality and the precision of the incorporated information.

That's an interesting take on things. By most accounts, Indy has underperformed. It just goes to show though that there is room for interpretation.

 

[wabbott]

https://ca.movies.yahoo.com/netflix-disney-ad-tiers-winning-160000937.html
Netflix and Disney’s Ad Tiers Are Winning Over New Subscribers | Exclusive
Lucas Manfredi
Thu, July 6, 2023 at 6:00 p.m. GMT

Six months after the launch of Netflix and Disney+’s ad-supported tiers, the offerings have seen strong adoption among new subscribers to the services.

According to findings from a survey of 2,506 U.S. adults by Samba TV and HarrisX shared exclusively with TheWrap, 19% of Disney+ subscribers and 11% of Netflix subscribers took advantage of the services’ ad-supported tiers. Within these groups, only 15% of each downgraded from a previous subscription. The remaining 85% signed up after the ad-supported tier was introduced.

In comparison, 26% used Netflix’s ad-free basic tier, 29% used the standard plan and 24% used the premium plan. As for Disney+, 29% of subscribers surveyed used the premium plan, 15% used the Disney+ Trio Premium bundle, 13% used the Disney+ Trio Basic bundle and 9% used the Disney+ Duo Basic bundle. Meanwhile, 8% of Disney+ subscribers and 6% of Netflix subscribers reported using someone else’s login information.

The survey, which was conducted online from March 23 to March 27, weighted its results by age, gender, region, race/ethnicity, income, mobile carrier, streaming subscriptions and political party where necessary.

“Our data tells us that ad-supported options represent a path toward more subscriber growth and the overwhelming majority are net-new,” Samba TV founder and CEO Ashwin Navin told TheWrap in a statement.

The survey found other insights on consumers’ streaming and ad-viewing behaviors, password sharing and live programming preferences.

Streaming behaviors

Netflix leads the streaming market in terms of usage, followed by Amazon Prime Video and Hulu, the survey found. Approximately 46% of Netflix subscribers surveyed ranked it as their preferred service based on time spent, compared to 13% of Disney+ subscribers surveyed who said the same about that service.

When looking at streamers’ content release models, men (43%) and Millennials (48%) preferred watching shows that dropped an episode once per week, while women (47%) and Gen Z (48%) preferred watching shows that dropped an entire season all at once. Netflix and Prime Video had the lowest rate of binge watchers compared to the other top services, while 82% of Paramount+ and Max subscribers were found to binge content.

Action is the most popular genre of television shows or films to watch among the survey’s respondents, with 22% saying they watch it most often, followed by comedy (18%) and drama (17%). Action is most popular among men (34%), while women prefer drama (21%) and comedy (20%) and prefer horror and true crime at the same level as action (11%).

When looking specifically at Disney+, 61% of subscribers surveyed said that the service has right amount of grown-up content, while 35% want more grown-up content. Only 29% of Netflix subscribers surveyed said the streamer cancels too many shows, though 54% of Gen Z respondents felt that was the case.

Ad-viewing preferences

Of those who said none of their current streaming subscriptions show them ads, 37% of respondents said they would consider subscribing to a discounted streaming service if it meant watching advertisements (versus 40% who said “no” and 23% who said “not sure”), with 32% of men and 41% of women open to the idea. This is much lower than the 60% of all streaming customers who would consider it.

Nine in 10 respondents surveyed said they see ads for the same products and services at least somewhat often in the past month. Three out of five said they are either indifferent towards advertisement or like hearing about products/services through ads, but 62% said it only takes two to five repeated viewings of the same ad in a month-long period to worsen their perception of the brand.

About 42% of streaming subscribers surveyed said they would prefer ads to take place during the beginning of a show or movie, compared to 19% who would choose to have ads in the middle and 16% who preferred ads at the end of what they’re watching. About 23% said they would select a mix of all three. Half of respondents said they would be fine seeing two to three ads while watching an episode or movie, compared to 26% who said they would be OK with one and 19% who said no ads. Only 6% of respondents were OK with four or more ads.

Live programming

When respondents were asked about their interest in live events on streaming services, sports and comedy shows (54% each) were the most popular among those who said they would tune in.

Netflix has tested the waters of live programming with “Chris Rock: Selective Outrage” and the “Love is Blind” Season 4 reunion. It also struck an agreement with the Screen Actors Guild Awards to livestream the ceremony starting in 2024 and is reportedly in talks to livestream a celebrity golf tournament slated to take place this fall in Las Vegas.
Meanwhile, Disney+ entered the live programming space with its latest season of ABC’s “Dancing With the Stars.” According to Samba, 38% of Disney+ subscribers surveyed watched the reality dance competition series’ latest season. Two in three respondents preferred to watch on Disney+, compared to 2% who preferred ABC and 11% who weren’t sure.

Password sharing

Roughly 40% of respondents with a streaming subscription reported sharing their password with someone else. When broken down by generation, 62% of Baby Boomers reported sharing passwords, followed by 48% of Gen X, 26% of Millennials and 21% of Gen Z.

Of those surveyed who share passwords, 57% said they share with one to two people. Millennials were more likely to share with more people. Sharers by far most frequently share with family members in the same household, followed by family members from a different household. Of U.S. adults who share and borrow streaming services, 70% say Netflix is a service they are most likely to share with others.

Netflix has estimated that 100 million households are sharing passwords globally, including 30 million in the U.S. and Canada. The company plans to roll out its paid-sharing features in the U.S. during the second quarter.

More than a third or 37% of current Netflix subscribers surveyed said they would cancel their account if they could no longer share their password with people outside their home. Approximately 52% of Gen Z and 51% of Millennials said they would cancel their accounts, compared to around a quarter of Gen X and Baby Boomers who would do so.