So we're back to the old question of whether the top guy deserves any credit for decisions that turn out well...
Clearly Pixar needed Disney or they wouldn't have asked for the licensing deal. Pixar knew (or at least believed) that they could gross more money with the Disney name than without it. If they were wrong, that was a costly mistake.
Until the licensing deal runs out, they are Disney films. What happens at that point is another issue...
As for Pixars going it alone that was the conventional wisdom right up until both Shrek and Ice Age trounced Disney at the box office.
A little confused on this point, AV. Are you saying that Pixar is more likely to re-up with Disney because Disney will have no choice but to pay more than was thought a year ago? I ask because the next phrase leads me to believe Pixar would be foolish to re-sign with Disney because you're saying that people will go to any animated film that is good, regardless of whether it has the Disney name on it.
The era of brand-name animation is over, and its going to make Pixar fantastically wealthy.
Actually, I'm not sure I agree with this point anyway, but not for the reason you might think. The era of brand-name animation is not over, because it never really existed. Disney used to dominate animation mostly because it produced the best films hands down, and their reputation gave them an added boost. Now, there are multiple challengers, and while Disney still has a brand advantage, we are learning that the name alone never really was the main reason for their success. The Disney name probably added 5-10% to a box office total in the past, and is still probably in the 5% range. When they produced films that were 5x better than anything else out there, it was easy to get sucked into believing there was no way to top the Disney name. But now, they no longer are producing films that are judged to be better than everyone else.
This is really the first legitimate challenge to their reign, and it will be interesting to see how they respond over the next couple of years.
With two new Disney (not Pixar) films on the way this year, and the Dreamworks 2d release coming in a couple of weeks, the box office will tell us soon enough.