DIS Shareholders and Stock Info ONLY

[clarker99]

https://variety.com/2024/tv/news/disney-directv-carriage-deal-espn-abc-streaming-1236138007/

Disney/Direct TV reached an agreement.

 

[wabbott]

https://www.hollywoodreporter.com/b...wins-streaming-impact-subscribers-1236001043/

Disney’s Big Emmy Wins May Build Streaming Momentum​

As it pushes for sustainable streaming profitability, CEO Bob Iger has outlined Emmy nominations and the popularity of its content as key to its success.

By Caitlin Huston
September 15, 2024 - 9:35pm PDT

 

[BrianL]

https://www.hollywoodreporter.com/b...wins-streaming-impact-subscribers-1236001043/

Disney’s Big Emmy Wins May Build Streaming Momentum​

As it pushes for sustainable streaming profitability, CEO Bob Iger has outlined Emmy nominations and the popularity of its content as key to its success.

By Caitlin Huston
September 15, 2024 - 9:35pm PDT

FX is such a beast - it's one of the best assets that Disney got from Fox. It is where creative and quality television is happening. I actually haven't watched a lot of their more recent shows, but I should. I decided not to sleep on English Teacher - well, now that the DirecTV/Disney feud is over - and it's pretty good. I bet it could win some awards next season. I should check out The Bear too, and Shogun.

 

[afan]

FX is such a beast - it's one of the best assets that Disney got from Fox. It is where creative and quality television is happening. I actually haven't watched a lot of their more recent shows, but I should. I decided not to sleep on English Teacher - well, now that the DirecTV/Disney feud is over - and it's pretty good. I bet it could win some awards next season. I should check out The Bear too, and Shogun.

Shogun deserved every award they won. It was so good. And different from the original if you've seen it. Same story but different parts were focused on.

I don't feel like it needs another season but if they can figure out what to do, I'd watch it.

 

[Moliphino]

Shogun deserved every award they won. It was so good. And different from the original if you've seen it. Same story but different parts were focused on.

I don't feel like it needs another season but if they can figure out what to do, I'd watch it.

They're planning two more seasons.

 

[afan]

They're planning two more seasons.

That will actually happen? I saw the writers etc were planning more but that it had to get picked up. Maybe I missed that happening.

 

[Moliphino]

That will actually happen? I saw the writers etc were planning more but that it had to get picked up. Maybe I missed that happening.

FX and Hulu confirmed.

https://www.hollywoodreporter.com/tv/tv-news/shogun-season-2-and-3-in-the-works-fx-hulu-1235901617/

 

[RivShore]

Most of us like to complain about the stagnant stock price but it has really outperformed everyone but Netflix over the last year. Almost 20% better than Comcast was a surprise given DIS just wrote a fat check to them and have another one pending.



Good review of the Direct TV deal that included this chart:

https://www.cnbc.com/video/2024/09/...nd-blackout-in-time-for-college-football.html

 

[wabbott]

https://www.yahoo.com/entertainment/emmys-disney-succession-dana-walden-175500357.html

The Emmys, Disney Succession and Dana Walden’s Moment

by Sharon Waxman - The Wrap
Mon, September 16, 2024 at 8:55 PM GMT

 

[jade1]

FX is such a beast - it's one of the best assets that Disney got from Fox. It is where creative and quality television is happening. I actually haven't watched a lot of their more recent shows, but I should. I decided not to sleep on English Teacher - well, now that the DirecTV/Disney feud is over - and it's pretty good. I bet it could win some awards next season. I should check out The Bear too, and Shogun.

The Old Man has been pretty good as well, 2nd season just started.

 

[Elijah Abrams]

https://www.yahoo.com/entertainment/emmys-disney-succession-dana-walden-175500357.html

The Emmys, Disney Succession and Dana Walden’s Moment

by Sharon Waxman - The Wrap
Mon, September 16, 2024 at 8:55 PM GMT

Not a very good article by Waxman, IMHO. We do not want Dana to be Iger's successor, since she came from Fox, and has no creative spark, unlike what Alan Bergman potentially has.

 

[Obi-J Kenobi]

https://www.ign.com/articles/inside...mployees-who-crunched-on-it-are-still-hurting

Some red meat for the shareholders. Layoff Pixar employees before they can get a bonus -- TWDC management cost savings in action.

 

[Elijah Abrams]

https://www.ign.com/articles/inside...mployees-who-crunched-on-it-are-still-hurting

Some red meat for the shareholders. Layoff Pixar employees before they can get a bonus -- TWDC management cost savings in action.

From what I have been hearing lately about what's going on at Pixar, it sounds like that this is all Bob Iger's doing. It is really time for him to leave Disney, and I would like for him to leave asap, not 2026.

 

[bryaalre]

From what I have been hearing lately about what's going on at Pixar, it sounds like that this is all Bob Iger's doing. It is really time for him to leave Disney, and I would like for him to leave asap, not 2026.

The disfunction detailed in the article at Pixar has nothing to do with Iger. Iger may have some macro inputs, such as telling Pixar to make layoffs or lessen the LBGTQ material, but the bottlenecks in production or the handling of layoffs are Pixar and Doctor's own doing.

 

[RivShore]

https://www.ign.com/articles/inside...mployees-who-crunched-on-it-are-still-hurting

Some red meat for the shareholders. Layoff Pixar employees before they can get a bonus -- TWDC management cost savings in action.

I must chime in on this one after reading that loong article but first I must mention that I invested a good chunk of money (for me at the time anyway) in PIXR between the TS and TS2 releases so I have been a keen observer of them ever since.

There is nothing new about the pressure to get a movie out the door, I think there was literally the same story after every release since the early days. The layoff part of it might be new but nothing about long hours, last minute changes, etc, etc, is new...nothing.

As for the layoffs - all Silicon Valley companies have been doing this (and Pixar with their Northern CA location and many in office amenities, has always considered themselves part of that group). Pixar and really all the big tech companies fattened up on employees the last decade or so and are now trimming headcount - Apple, Amazon, Google all cutting thousands, so why is it such a shock that Pixar would do the same?

And in another smack of reality, the layoff process was no different than any other company - yes your badge gets deactivated immediately, yes, you get locked out of the system immediately. This is SOP with layoffs and a company would be derelict in its basic duties to protect its physical property, it's IP, and its data and systems if it did not do this. And laying off just before a bonus is due, it may not be right, but it is SOP too. Seems like the author used a lot of words to say Pixar is like every other company...

ETA: for those curious, I held my PIXR shares thru the DIS takeover and still hold them, they tripled (up 300%) in the 6 or 7 years I held PIXR and since they converted to DIS shares they are up about 250%, so less than PIXR was up and it has been nearly 3 times the holding period. Yikes, why do i torture myself looking at stuff like this...

 

[wabbott]

https://variety.com/vip/2024-fall-season-scripted-reduction-broadcast-tv-1236147837/

September 18, 2024 6:00am PT
by Tyler Aquilina

Fall Season’s Scripted Reduction Bodes Badly for Broadcast TV

• The fall 2024 season marks a historic low for scripted shows in the broadcast lineup
• This is more likely to prove a permanent shift away from scripted content than an aftereffect of 2023’s strikes
• Cable networks’ fate over the past decade may be a roadmap for the future of broadcast TV

 

[clarker99]

Jared Bush Named Chief Creative Officer of Walt Disney Animation Studios​

https://thewaltdisneycompany.com/jared-bush-walt-disney-animation-studios/​

​

 

[wabbott]

https://variety.com/2024/film/news/bob-iger-replacement-disney-ceo-search-1236150806/

Sep 19, 2024 - 1:28pm PDT
Who Will Replace Bob Iger? Here’s Where the Disney CEO Candidates Stand
By Matt Donnelly

 

[Elijah Abrams]

https://variety.com/2024/film/news/bob-iger-replacement-disney-ceo-search-1236150806/

Sep 19, 2024 - 1:28pm PDT
Who Will Replace Bob Iger? Here’s Where the Disney CEO Candidates Stand
By Matt Donnelly

I hate Variety and their rooting for Dana Walden and/or Josh D'Amaro.

 

[wabbott]

I hate Variety and their rooting for Dana Walden and/or Josh D'Amaro.

They write what their bosses and readers tell them to write, much as most other publications and news/reporting organizations have done since the invention of the printing press. They do sort of give us an insight into the thinking of Organized Hollywood. I use that term in the same vernacular as "Organized Crime," Organized Labor," "Big Business," or other groups that are all about money.