DIS Shareholders and Stock Info ONLY

[irlandaise]

That article has a link to the upcoming livestream of this presentation on SXSW's YouTube channel, and I see no indication that one has to pay any kind of SXSW fee to watch it.

It's at 9:30 PT/12:30 PT on Saturday.

The livestream is just about to start. The title slide is up.

 

[wabbott]

https://www.bloomberg.com/news/news...cutives-audition-to-be-the-company-s-next-ceo

Disney Executives Audition to Be the Company’s Next CEO
The two leading candidates to succeed Bob Iger have delivered public performances that address their perceived weaknesses.

By Lucas Shaw
March 16, 2025 at 5:10 PM CDT

 

[Elijah Abrams]

https://www.bloomberg.com/news/news...cutives-audition-to-be-the-company-s-next-ceo

Disney Executives Audition to Be the Company’s Next CEO
The two leading candidates to succeed Bob Iger have delivered public performances that address their perceived weaknesses.

By Lucas Shaw
March 16, 2025 at 5:10 PM CDT

I've read the profiles of both Alan Bergman and Josh D'Amaro on The Walt Disney Company’s official website, and I think, if they go with an internal candidate, they should make those two guys the co-CEOs of Disney (taking a page out of Netflix’s book). Alan and Josh have been at Disney since 1996 and 1998 respectively, back when the legendary Michael Eisner was still in charge, so I believe they know some tricks from Eisner, which might help make Disney great like it used to. Dana Walden, on the other hand, has no such history with Disney since she came to the company after their purchase of 21st Century Fox.

 

[wabbott]

https://finance.yahoo.com/news/netf...-to-buy-with-1100-price-target-162531263.html

'Netflix has won the streaming wars': MoffettNathanson upgrades stock to Buy with $1,100 price target

by Alexandra Canal · Senior Reporter
Mon, March 17, 2025 at 11:25 AM CDT

 

[Cfabar1]

https://finance.yahoo.com/news/netf...-to-buy-with-1100-price-target-162531263.html

'Netflix has won the streaming wars': MoffettNathanson upgrades stock to Buy with $1,100 price target

by Alexandra Canal · Senior Reporter
Mon, March 17, 2025 at 11:25 AM CDT

I would rather bet on Disney than Netflix... that's just me.... Disney controls the IP and the means of distribution... like that more as a long term play.

 

[wabbott]

https://www.morningstar.com/stocks/will-disneys-annual-meeting-offer-fireworks

What to Expect During Disney’s Annual Meeting
Shareholders vote on Iger’s pay package and climate risks to workers.

by Leslie P. Norton and Hannah Hummel
Mar 17, 2025

 

[RivShore]

https://www.morningstar.com/stocks/will-disneys-annual-meeting-offer-fireworks

What to Expect During Disney’s Annual Meeting
Shareholders vote on Iger’s pay package and climate risks to workers.

by Leslie P. Norton and Hannah Hummel
Mar 17, 2025

Hard to defend that pay for that kind of performance...

One possible reason was Iger’s pay package combined with the stock’s underperformance (Last year, just 80% of shareholders approved while the median S&P 500 approval rate is 93%). In the fiscal year ended Sept. 30, 2023, he earned $31.6 million, while Disney stock fell 33.8% and shares of a peer group supplied by the company rose 28.3%. In fiscal 2024, Iger’s package climbed 30.0% to $41.1 million, while Disney stock fell 21.0% and the peer group returned 79.6%. (For comparison, median CEO direct compensation rose 7.8% that year.)

 

[wabbott]

https://finance.yahoo.com/news/battle-attention-streamers-pushing-boost-130000554.html

The Battle for Your Attention: How Streamers Are Pushing to Boost Engagement

by Lucas Manfredi - The Wrap
Tue, March 18, 2025 at 8:00 AM CDT

 

[Obi-J Kenobi]

https://variety.com/2025/film/news/...remake-opening-weekend-projection-1236340390/

$45M - $55M box office projection. Snow White budget was more than $250M and wouldn't include P&A budget which I would assume is more than $50M. I had no idea the production budget is more than $250M. Great googly moogly!

 

[BayTower2010]

They had to re shoot the dwarves scenes since they originally were going to use live actors.

 

[Obi-J Kenobi]

They had to re shoot the dwarves scenes since they originally were going to use live actors.

I understand reshoots.

1. - Typically, major movie studios will budget reshoots into the initial production budget. For instance, Marvel Studios will budget for reshoots in advance of actual filming.

2. - My comment is more about the initial budget that someone at TWDC greenlight to make this movie, because if the budget is now North of $250M it suggests the initial budget was extremely large.

 

[wabbott]

https://deadline.com/2025/03/disney-bob-iger-theme-parks-lion-king-cars-monsters-avatar-1236345575/

Bob Iger Says Disney Turbo-Charging Theme Parks With Lion King, Cars, Monsters Inc., Avatar, Coco & More
By Jill Goldsmith - Co-Business Editor

March 20, 2025 - 11:43am PDT

 

[RivShore]

Add Apple to the long list of companies burning thru billions trying to get a streaming service up and running...of course that's a rounding error on their cash hoard.

Apple is reportedly losing $1 billion a year on its streaming service as churn levels increase

https://finance.yahoo.com/news/appl...rvice-as-churn-levels-increase-172901811.html

 

[hardcorestitch]

https://deadline.com/2025/03/disney-bob-iger-theme-parks-lion-king-cars-monsters-avatar-1236345575/

Bob Iger Says Disney Turbo-Charging Theme Parks With Lion King, Cars, Monsters Inc., Avatar, Coco & More
By Jill Goldsmith - Co-Business Editor

March 20, 2025 - 11:43am PDT

He's supercharging existing parks, but not new ones unfortunately.

 

[BrianL]

He's supercharging existing parks, but not new ones unfortunately.

The existing parks still have space though. They haven't quite reached critical mass at them yet. Maybe DLR could use an actual expansion, but WDW is not quite ready for that 5th gate. It could get there though if they keep it up!

 

[hardcorestitch]

The existing parks still have space though. They haven't quite reached critical mass at them yet. Maybe DLR could use an actual expansion, but WDW is not quite ready for that 5th gate. It could get there though if they keep it up!

Good point.

 

[Jason_V]

I understand reshoots.

1. - Typically, major movie studios will budget reshoots into the initial production budget. For instance, Marvel Studios will budget for reshoots in advance of actual filming.

2. - My comment is more about the initial budget that someone at TWDC greenlight to make this movie, because if the budget is now North of $250M it suggests the initial budget was extremely large.

IIRC, this was due to start shooting in March 2020, but got punted. That had to add money to the budget, too, right? As did the strikes which, officially, are the reason it got pushed a year (yeah, I don't really believe that, but ya know).

Theoretically, a live action, official version of the first full length Disney animated feature sounds like a good bet.

 

[wabbott]

https://deadline.com/2025/03/bob-ig...d-ash-lilo-and-stitch-alien-earth-1236345627/

Bob Iger Calls ‘Avatar: Fire and Ash’ “Absolutely Breathtaking” Based On Early Cut, Unveils New Footage From ‘Lilo & Stitch’, ‘Alien: Earth’

By Dade Hayes - Business Editor

March 20, 2025 - 11:31am PDT

 

[Elijah Abrams]

The existing parks still have space though. They haven't quite reached critical mass at them yet. Maybe DLR could use an actual expansion, but WDW is not quite ready for that 5th gate. It could get there though if they keep it up!

Aren’t they working on that DisneylandForward expansion?

Hong Kong Disneyland and Shanghai Disney Resort surely need to be expanded with a second gate for both resorts.

Right now, under Bob Iger, Disney is trying to replace existing attractions/space for new ones, because of corporate greed and IP capitalism.

 

[irlandaise]

Aren’t they working on that DisneylandForward expansion?

Yes. They got the zoning changes they wanted almost a year ago, but haven't announced any actual plans. In fact, I just noticed that the Disneyland Forward website has disappeared. The URL https://www.disneylandforward.com/ now forwards to a single page on a website of the Disney Experiences division:

https://disneyconnect.com/disneyland/disneylandforward/

There is some information on the City of Anaheim website:

https://www.anaheim.net/5961/DisneylandForward