DIS Shareholders and Stock Info ONLY

[wabbott]

https://deadline.com/2024/09/venu-s...-bros-discovery-antitrust-lawsuit-1236097324/

Disney-Fox-WBD Streaming Venture Venu Sports Fires Back At Fubo In Antitrust Case, Dubbing Itself A “Pro-Competitive” Response To Cord-Cutting
By Dade Hayes - Business Editor @dadehayes September 23, 2024 - 1:27pm PDT

 

[Obi-J Kenobi]

https://finance.yahoo.com/news/disn...lowdown-is-it-a-temporary-blip-164359711.html

Never mind the blip at the Parks division?

 

[wabbott]

https://www.yahoo.com/news/nbcuniversal-overtakes-youtube-disney-nielsen-120000145.html

NBCUniversal Overtakes YouTube, Disney in Nielsen Media Distributor Gauge for August
by Lucas Manfredi - The wrap
Tue, September 24, 2024 at 7:00 AM CDT

 

[RivShore]

https://www.yahoo.com/news/nbcuniversal-overtakes-youtube-disney-nielsen-120000145.html

NBCUniversal Overtakes YouTube, Disney in Nielsen Media Distributor Gauge for August
by Lucas Manfredi - The wrap
Tue, September 24, 2024 at 7:00 AM CDT

Really speaks to the importance of live sports in the streaming and cable world.

 

[fatmanatee]

Really speaks to the importance of live sports in the streaming and cable world.

Peacock did an incredible job with the Olympics, major improvement over the last few years.

 

[Brian Noble]

I thought so too. GoldZone was great! As much as I grumbled about having to have Peacock last year to catch a few college football games, they came through.

 

[wabbott]

https://deadline.com/2024/09/disney-layoffs-corporate-1236099769/

Disney Layoffs Underway: Hundreds Of Corporate Staffers Impacted

By Nellie Andreeva, Dominic Patten
September 25, 2024 - 3:21pm PDT

 

[wabbott]

https://deadline.com/2024/09/disney-plus-adds-fast-channels-live-streaming-1236103732/#comments

Disney+ Adding Four More Always-On “Streams” In Expansion Of Live Programming Push
By Dade Hayes - Business Editor @dadehayes
September 30, 2024 - 12:19pm PDT

After dipping a toe into the continuous, live programming waters last month, Disney+ is adding four more live channels.

The new offerings, Hallowstream, Hits & Heroes, Throwbacks, and Real Life, expand on the two launched in August, ABC News and Disney+ Playtime.

In announcing the expansion, the company took pains to describe the channels as “playlists” and “streams,” avoiding the acronym FAST, industry shorthand for “free, ad-supported streaming television.” One obvious reason for that is that the channels are not free and can only be accessed by subscribers to Disney+. The overall FAST marketplace has boomed in recent years, becoming a multi-billion-dollar segment, though subscription players have largely been reticent about mixing messages to paying customers.

 

[wabbott]

https://www.hollywoodreporter.com/b...ney-josh-damaro-parks-experiences-1236017394/

As Disney Plots $60B Parks Investment, Josh D’Amaro Wants to “Get This Right”​

The Disney Experiences Chairman is expanding Disney’s theme parks with a slew of IP-driven attractions, and making a multi-billion dollar bet on gaming: “This is the future for our company.”

By Alex Weprin
October 1, 2024

 

[OKW Lover]

https://www.hollywoodreporter.com/b...ney-josh-damaro-parks-experiences-1236017394/

As Disney Plots $60B Parks Investment, Josh D’Amaro Wants to “Get This Right”​

The Disney Experiences Chairman is expanding Disney’s theme parks with a slew of IP-driven attractions, and making a multi-billion dollar bet on gaming: “This is the future for our company.”

By Alex Weprin
October 1, 2024

Really interesting article. Josh talks a good game. I hope he can deliver.

 

[Elijah Abrams]

Really interesting article. Josh talks a good game. I hope he can deliver.

At least he admits, in that article, that he is "squarely focused" on the projects at the parks division than becoming the new Disney CEO.

 

[wabbott]

https://www.yahoo.com/tech/free-ad-supported-streaming-bridging-130000693.html

How Free, Ad-Supported Streaming Is Bridging the Gap Between Linear and SVOD | Analysis
by Lucas Manfredi - The Wrap
Tue, October 1, 2024 at 8:00 AM CDT

 

[wabbott]

https://variety.com/2024/tv/news/di...thi-abc-signature-20th-television-1236161554/

Oct 1, 2024 - 9:50am PDT

Hulu, ABC to Combine Comedy & Drama Teams Under Simran Sethi, ABC Signature Folded Into 20th TV Under Karey Burke
by Joe Otterson

 

[peder]

https://variety.com/2024/tv/news/di...thi-abc-signature-20th-television-1236161554/

Oct 1, 2024 - 9:50am PDT

Hulu, ABC to Combine Comedy & Drama Teams Under Simran Sethi, ABC Signature Folded Into 20th TV Under Karey Burke
by Joe Otterson

I've been wondering when changes like this would happen and if it means ABC will be Hulu-ified or if Hulu will be ABC-ified. Network TV is so bland and awful that I hope it leads to the former rather than the latter.

 

[wabbott]

I've been wondering when changes like this would happen and if it means ABC will be Hulu-ified or if Hulu will be ABC-ified. Network TV is so bland and awful that I hope it leads to the former rather than the latter.

The 'big three' networks will cease to exist within another 3 to 5 years. Just within the last couple of years, they've cut new entertainment content in half, and are in the process now of winnowing out the high-paid 'anchors' in their 'news' divisions. They came to be in an age where broadcast spectrum and distribution systems were finite quantities. That constriction no longer exists.

 

[wabbott]

https://www.rollingstone.com/culture/culture-commentary/disney-struggles-fan-blowback-1235110829/

Commentary - How Disney Stumbled

Disney built an empire on childhood nostalgia and intangible magic. But in its relentless quest for IP, did it leave its true fans behind?

Oct 1, 2024 - 9:30 am EDT
by EJ Dickson

 

[Elijah Abrams]

https://www.rollingstone.com/culture/culture-commentary/disney-struggles-fan-blowback-1235110829/

Commentary - How Disney Stumbled

Disney built an empire on childhood nostalgia and intangible magic. But in its relentless quest for IP, did it leave its true fans behind?

Oct 1, 2024 - 9:30 am EDT
by EJ Dickson

They stumbled. They lost their way. They left their true fans behind.

 

[BrianL]

https://www.rollingstone.com/culture/culture-commentary/disney-struggles-fan-blowback-1235110829/

Commentary - How Disney Stumbled

Disney built an empire on childhood nostalgia and intangible magic. But in its relentless quest for IP, did it leave its true fans behind?

Oct 1, 2024 - 9:30 am EDT
by EJ Dickson

Interesting article, though I think they are somewhat off-base on WHY Disney shifted to pursue the overly-reviled "IP" driven content. The fact is, the "true fans" aren't showing up for original works. They ARE showing up for sequels and remakes. They will queue up for hours for Rise of the Resistance and TRON, but aren't sitting in the Carousel of Progress. What message should Disney take from that? We are getting the Disney that we deserve.

Also, the article frequently lumps in Elemental as a flop, when it was actually pretty successful and legged-out to $496M. That's not a mega-hit, but it was solid and indicitive of a refocus on quality that is coming back into view. They've had lots of box-office hits this year - though, yeah, they have been sequels, etc. Still, the trend is positive. We shall see what comes of it.

 

[Brian Noble]

They will queue up for hours for Rise of the Resistance and TRON, but aren't sitting in the Carousel of Progress. What message should Disney take from that?

That people want to experience new attractions using the most current technology, and that high-capacity theater attractions that are several decades old don't draw nearly as well?

That seems like a much simpler explanation than "the latest IP matters." At least, it does to me. You could re-do Carousel to e.g. re-tell the Star Wars story from the Rebel Command POV, and it still wouldn't do the business that Rise does.

 

[BrianL]

That people want to experience new attractions using the most current technology, and that high-capacity theater attractions that are several decades old don't draw nearly as well?

That seems like a much simpler explanation than "the latest IP matters." At least, it does to me. You could re-do Carousel to e.g. re-tell the Star Wars story from the Rebel Command POV, and it still wouldn't do the business that Rise does.

Honestly though, I bet it would see quite a bump. Country Bears has by injecting known Disney songs into it. Maybe it's not fair to compare high-end E-Tickets to the COP, but still, people are attracted to the known, big IPs.