I really don't understand what Disney is doing currently. It feels like the harder their movies fail the more they double down on them and the concepts behind them. It's like they're not even trying to learn.
It makes sense when you consider that the people making the movies all practice the same religion, a state religion that people like to call “woke” (which is a terrible term that means nothing now) It is a religious thing for them, money is of no object. Just how a devout Christian for example wouldn’t trade their “salvation” for money, they won’t trade their dogma for it either.
I think the issue is that movies take a lot from conception to the cinema, hopefully these are the tail ends of it because they seem to already be aware of the disaster
It's telling that the question of 'How do we tell better stories/provide our customers a better experience?' was nowhere to be found in this strategy isn't it? 🤔It feels like they genuinely believe the only reason their shows/movies didn't sell is because they didn't peddle them right instead of the reality that these movies and shows just havn't been very good for a while and people were just not enjoying them.
Do you know the story of the Stanley cup? It was a flop, canceled, selling last units. But then some social media marketing company pick it up, spin it to a different audience and now it is a massive fad. Basically the same product, the only difference was marketing and colours. Those big companies believe that this is how world works, it doesn't matter what are you selling if marketing is good it will succeed. Disney is going to learn soon that this is not always the case. At some point people catch up with the BS, you lose trust and marketing isn't that effective anymore.
@@smalltime0 I meant the Stanley Quencher Tumbler. Stanley was making vacuum flasks for camping and stuff. They mostly targeted it to outdoorsy men. The marketing team started to market the tumbler to women, as a trendy accessory, something you bring to Starbucks to avoid disposable cups.
Their newest game project sounds like the most by-committee designed, anti-consumer, trend-chasing, and already-outdated idea I've ever heard. Can't imagine that backfiring...
They killed lucasarts for this. Siger is comepltly out of touch and an incompetent CEO, he doesn't understand that gaming is more profitable than movies and TV NOW. Disney could have been a major publisher of games alongside EA and ubisoft if they put in the legwork a decade or two ago, but they fumbled that ball, treating it as an extension of their toys division
Also they always pick the worst company to outsource to. They gave EA a 10 year contract and they made a whopping 4 games, one of which generated a media and stock shitstorm
Disney seem to think they can do anything in editing, from completely changing the plots of movies to turning a series into a feature film, then Surprised Pikachu Face when audiences don't like the mangled results.
I honestly feel like Disney forgot how to make a good movie. My biggest complaint about them is how tf did they mess up Star wars?? They were literally set up to build off such an awesome universe but instead just made 3 shitty movies with almost zero research and building off the exact same thing in the originals
As someone who didn't grow up a Star Wars fan and only started watching as an adult i would say that Rogue One, Rebels, the first two seasons of The Mandalorian, Andor & The Bad Batch are some of the best content, I enjoy them all more than the pre Disney movies and would place Ahsoka & Kenobi ahead of Ep 1 & 2
I don’t know if I can say they are shitty. There are worse movies than the sequel trilogy films. I always viewed them as really high budgeted fan fiction movies. They look like Star Wars, sound like Star Wars, and give off a Star Wars type vibe, but they just don’t feel like Star Wars. Due to this, they feel artificial, soulless, forced, and bland.
As far as I can tell: They've gradually demoted all the people who excel at telling great stories. Replaced them with bland suits and sociology graduates. And then set a target of maximizing quantity over quality.
Disney had a couple of rough years so impressing investors is exactly what they need to dontominject cash in the business and then go back to business as usual and create proper content.
The problem isn't about who they're trying to impress. The problem is that under Iger, messaging was given primacy over narrative, where in the past it was the other way around. There was always messaging in Disney content, but it had been weaved into and around the narrative, with the narrative structured so that the message is part of it, instead of messages simply slapped on where there's no need according to the narrative. That's why movies, shows and all the other Disney content keeps flopping. And that's what's killing the company.
Some of their movies have been good. Pixar keeps making bangers. There are real creative talent at Disney, you just gotta avoid the committee driven sloch
Disney has driven two of their largest IPs into the ground with Star Wars and Marvel. With Pixar not doing well now either. They seem to way overspend on movie and TV production. Until they sort out the underlying reason their studios are overspending and delivering bad products it will continue to sink.
@@friendlyotaku9525 It'd be amusing to time travel back to the 90s or early 2000s and tell people that in the future South Park would be considered right wing media.
To be fair I think TLDR sumed it up as that when it's more like what they are doing already with star wars/Marvel Movies but with multiple IPsf... So Like what Lego has done forever practicly.
@marshalmarrs3269 1. Maybe not ALL of them but they should sell some of the less compatible IPs they got from Fox (Aliens and Family Guy come to mind) 2. I think it's better for them to allow more shots in the dark like they had in the Eisner days. Unlike then, Disney has the financial status to take some more blows from box office bombs, especially considering that's what happening now. 3. Disney has sort of a bad habit of neglecting media that is outside the usual company area. See Blue Sky Animation, many of their video game assets, etc. They should try to fix that issue before importing other media. 4. So bring back Touchstone and Miramax? (Though they could have PTSD from the #Metoo movement exposing those in power at the time)
@marshalmarrs3269 The "Try to create more mature R-rated media." idea may just ruin their family-friendly image though, which would actually be worse in the long run for the company. Sure, Warner Bros. and Dreamworks can just get away with producing more mature content because they don't have that same family friendly image, but when Disney tries to do it, Parents will stop pushing their money into Disney so that they could avoid kids being exposed to rated R content. If they want to start producing R-rated products, they will have to create a shell studio that doesn't have that same image, then try to keep the Disney branding away from that studio, then make the rated R content that you desperately want. I do agree though that more mature content would need to be made, but it has to be PG-13 in order to keep the kids watching, or Disney would lose out on the audience that made them lots of money in the first place.
Lets try to say this with business words: For the last few years Disney did not care about their core audience or their Whale audience ( those that spend a lot of money outside of movies for merch). Rather they focused on gaining additional customers of a special kind that are hard to create product for and spend less per person. Meanwhile this alienated previous customers that were thought to be loyal. In short: Stop selling only Salad in a Steak House!
Even if its a good product. On march 1st we will get a snow white cottage set from the original movie of 1937 and many avoid because its Disney, even though the set looks beautiful
Iger has led the company for so many years brining him back is just bringing old tricks and the person, who got them into the current trouble. The man needs to learn to let go and retire
@thesnesgeek And that's why Disney is such a mess man though he could use the company as a stepping stone to run for president. He hired popular Democrat activists. He used all the branches of the company to scream their mesage to the heavens, donated metric tons to their causes all in the belief that it would secure him the 2020 presidential nomination which is why is "retired" that year. Instead they thanked him for his money and didn't let him even up to bat
I mean, they can make the best buisnes decisions, being godlike in marketing etc, but if thier new movies/content wont be better quality then they still will be losing.
Blackwell sent out letter to investors about putting 3 of their people on the board. Among the people they highlighted ones past experiences in NFT's was a highlight another with AR/VR. Along with Epic it looks like their gaming is going to stay a mess, especially if these people get on the board. Imagine thinking it was good to point out someones history with NFT's
This explains why they’re bringing the 97 version of X-Men back. Every company falls back on nostalgia when they desperately need to get out and stay out of the red. Unfortunately if this works, the only message it’s going to send is that they can take any risks schilling garbage that they want as long as they have that Plan B in their back pocket.
It won’t work. The backlash has already started on the X-Men. They won’t be able to produce good content anymore because they have no talent on their payroll anymore.
@@theojenner1902 They kept it in the backburner for just such an occasion as this. Unfortunately for them, if the reports just happen to be true, then it's not going to save them. They are bleeding subs hand over fist and if things keep going at this trajectory, their projected numbers will be in the triple digits soon. They're banking on to be their "Invincible".
Disney is actively snatching defeat from the jaws of victory. The MCU is proof of this: it was insanely successful until Endgame, because it focused on good storytelling and world building. Now almost every new instalment of the MCU is plagued by bad writing, horrible casting, and various other ESG- and DEI-inspired choices. If it just goes back to making good stories, Disney’s struggles will evaporate overnight.
The MCU was massively successful because it was a novel concept and a couple of the movies were good. Avengers 1, Ironman 1, Thor 3, Captain America 2, and the Guardians of the Galaxy movies were just straight up good movies, and they were enough to pull people like me in who had 0 interest in Marvel and convinced me to watch the others in the series because it was a novel concept that had never been done before. However, the rest of the series was very mediocre with only a few stand out moments : Tom Hiddleston as Loki, Black Widow & the soul stone, Ant man in Civil War and Endgame. The swamp of homogenous mediocrity left me exhausted by Endgame, and I only went to see it out of a completionist urge. It's no different than any other media trend. Somebody does well for the first time, this becomes a template for a slew of copycats. Some of the copycats are good and success, most are mediocre with modest returns, until the audience is fed up with the trend and tunes out. Right now IMO the general audience is desperate for something new which is why Barbie & Oppenheimer were massive successes, and became a huge double-feature event - because both were something we haven't seen in a long time (a serious biopic, and a decent rom-com) and were competently made, so people were hungry for both of them despite the fact that they have nothing in common with each other.
Many of us have told these companies time and time again what there’s problems are and how to fixed them and they still don’t listen despite numerous failures.
So your genius strategy is to delay a movie, highlight yet another sequel, and turning lucrative cable customers in to less lucrative streaming customers. How about you fire (or not-rehire) all those terrible creatives and executives and produce flop after flop? And put actual competent ones in their place that make stuff people actually like?
Dude it's not the creatives, it's the meddling of management in the creative process that makes these things fail. Most people would call me left, but this forceful injection of female power and diversity has led to simply bad writing. The sad thing is: it didn't need to be. Star wars always had strong female main characters Leia and Armidala are the 2 most prominent ones. All they would have had to do is keep the good writing, and then cast well.... To bad that didn't happen 😢
@@AggroJordan86I agree with you, adding female characters is not a problem. The problem is the way it was done. - An attempt was made to replace well-established male figures with female characters, which angered their fans. - Live actions were made that were far inferior to their animated counterparts and the actresses chosen did not measure up. - The new series that had female characters were too politicized and their script was so generic and boring that no one cared.
@@segiraldovi Give me an example of things being "politicized" regarding women or diversity within any of these movies? And no casting women doesn't count.
@@hargibson18 Hmmm, I'll try to explain it with She-Hulk and Barbie: Barbie is a great movie, it's funny, the movie makes fun of current culture, excellently acted by Margot Robbie and Ryan Gosling, the ending is clever and I enjoyed it a lot. The mere fact that conservative people and progressive people claim that the film supports their causes implies that it makes a good critique of both sides of the scale. There are cringe jokes (especially related to Barbie's owner) but fortunately this doesn't have much screen time. She-Hulk is a terrible attempt to do the same thing that Barbie does since this series is boring, it is not funny and it takes a lot of what it seeks to "laugh", it looks mediocrely made and the ending feels completely forced. The entire She Hulk series is marked by a progressive tone that simply seeks to ridicule the other side of the scale. The exception of cringe jokes that Barbie has is the norm for this series. The ending is a bad attempt to say that everything was done on purpose in which it is not shown what the series could have been, it is like a joke in which there is no punchline.
@@hargibson18 And I repeat, the problem is not the inclusion of women, it is not that there is more variety of races and cultures, it is not the LGBTI people. It just happened that they started to appear in movies in movies that were poorly written, poorly made and always trying to tell the same story. I can pick up any movie and just by looking at the main cast I know who is going to be the main character, who is going to be the empowered woman, who is going to be the smart one, who is going to be the idiot/womanizer of the group just by looking at the race and sex of the character, even by seeing the race and sex of the villain we will know how the villain is going to be defeated (if the villain is a non-white woman don't expect a fight between the main character and her where he beats her hand to hand), or where she is the evil one since in 9 out of 10 movies she will be betrayed by an evil man who will play the villain but more of an idiot than she is. if this is not signal virtue I don't know what is.
"Disney needs to make digital sports interesting enough to subscribe to but not enough to be better than cable". That sounds dead on arrival. The market that isn't on cable wants something better than cable. So many including Disney keep trying to have the cake and eat it and it never works out. Either use this to transition out of cable, taking the initial loss in the process, or drop the cost of running the cable company and let it fade while turning a profit, letting the streaming business go to someone else. Both are viable options. This middle ground is a waste that'll ruin profits in the short run and gets an entire generation used to living without sports.
You are quoting a sentence from TLDR Business, its his very own interpretation. Its a little weird to then insinuate that Disney actually sees it this way
@@_Dibbler_ i know. I'm basing the comment on TLDRs interpretation. As in a company in Disney's position that has that mentally is making a mistake. Hopefully Disney has better ideas.
@@ladyeowyn42 I suspect this is more of a culture shift than an availability of content shift. The geeks hath inherited the earth, the new middle class isn't the cheerleaders & football players from highschool, it is the AV club, mathletes, and science fair nerds. My digitally literate friends are completely capable of watching livesports online, most of them just don't care to do so - about 1/5 follows a singular sport, only like 1/50 follow multiple different sports teams. But more broadly the whole concept of sport doesn't really make sense to the post-globalization generation. Sport is fundamentally a local exclusatory culture : "My team is the best, even if they got their asses kicked for the past 20 year, because they are MY team." When you're a Zoomer with friends on 3 different continents and 10 different countries, why should you care about your local team?
5:14 (Moana TV to Movie) the main consequence idea i've seen on this front is that this could end up like those Disney animated sequels from the 90s and early 2000s. stuff like Atlantis: Milo's Return, Belle's Magical World are the main ones that i've heard lately. I had no idea that those movies were released in theaters. I've just known them as straight to VHS & DVDs from that era I recall seeing ads for. Essentially those videos were sort of edited to be kind of movies, when actually they were 2 part episodes for a pilot TV show to be technically feature length or something to that effect. And onscreen you could tell that these were done at a cheaper budget and not having the same quality as their cinematic predecessors.
well they have until thanksgiving to get it to look better. have to scrap most of the show, rewrite and rework the old thing, but keep as much animation that they can. sounds like a nightmare, but hey look at marvel and how well it looks when they have to rush job things, im reminded of quantumania.
I hate Disney as they have stopped releasing their DVDs in Australia because of some bullshit excuse about people no longer buying DVDs and using the expensive Disney Plus.
Yeah, like Disney pretty much owns Hollywood now with how much a monopoly they are. I used to be a marvel fan but I feel like they’re really milking it. Most the new stuff is low quality.
Disney is synonymous with fairytale animations, family movies and Pixar original movies. Where are they these days? A Hansel and Gretel movie or similar based on a Grimm story would take them back to their roots
One of the biggest problems that doesn't get discussed enough is the overspending. How are they spending so much more money on some of these projects than other similar quality projects? Many of these movies and shows would be seen as decent to good performing if they didn't cost $150m+. Indiana Jones cost $300m, why? If that movie cost $100m or so they would have easily made money on it.
You’re right about that! I believe this is a result of unqualified or incompetence in those making decisions. Anyone can build a bridge over something. The trick or skill comes in building it as cheap as possible without compromising its function! That’s where expertise and experience comes in.
1:19 Dude, that lie is easy to check in less than 10 minutes checking Peltz' candidates and Iger's candidates. Iger is the one keeping unexperienced people at the board.
Great analysis once again but reminding you guys that a lot of your viewers aren't in the US and don't understand what "by thanksgiving" means. It's the same as saying "the President said..." Instead of "The President of the US said..."
This is silly, TLDR are based in the UK we don't celebrate thanksgiving here. Any English speaking UA-cam viewer has come across americanised media whether its film or TV and knows what these things are.
The biggest thing is that Disney needs to go for quality over quantity and cut off over exposure of especially its Marvel brand. By adding so many stories in Disney +, it killed the "connected" universe appeal of the brand because it became too much to follow. Marvel was fun when it was 1-2 movies a year, but for a while it seemed to be 3 movies + 3-4 shows a year. Also they need to further delay titles from going to Disney + because why watch it in theaters when it it goes to the platform shortly after? Disney + needs content outside that and Star wars as well. Right now it basically has 3 main appeals: Star Wars fans, Marvel fans, and families with young kids. That leaves a lot of people who dont have much interest, or maybe just a passing interest in it. Disney has basically mismanaged ESPN since they bought it. Overvaluing live sports just contributed to an arms race of their own making. Their ESPN model has suffered because all the programing is talking heads instead of analysts, as they have cut most of their respected journalists in favor of the people who knew what they were talking about. This is 100% why The Athletic ballooned to be huge, as it got a huge boost by scooping up all the laid off talent. Its honestly a superior product for sports coverage. It doesnt help that ESPN's on air personalities only seem to know how to talk about football and basketball. None of them seem to know a thing about Baseball, Hockey, or Soccer which leaves a big hole in its coverage when summer comes around. If you watch during the football off season, and the NBA isnt in play, they talk about those sports over stuff actively being played, which is just so bad. I like the play with Epic, but really Disney needs to hire their own people to figure out how to do games, its clearly a sector beyond Iger and he shouldn't really be making decisions regarding it. With the exception of the Spiderman franchise, they pretty much have fumbled with exploiting their IPs in that realm.
Disney will end up like Blizzard, some investors come in with a boat load of money and some get rich quick ideas, they then proceed to choke the brand to death until it no longer generates a profit and all the creatives has left or is fired, and the brand is just a sad shell of a once was giant.
I, for one, welcome the opportunity to watch an entertainment colossus completely lose all ability to create new things and die as it eats its own tail.
I think any analysis of Disney has to explore their theme parks, arguably these are more important than Disney’s ‘content’. The parks bring in the profit for Disney, and these profits are used to subsidise the rest of their activity, including their films. Exploring the impact of Comcasts (Universal) aggressive activity in this market (opening a new park in Florida and likely a new park in the UK in the near future; and possibly taking over PortAventura in Spain) they are coming for Disney’s lunch. I thought it was a bit of an oversight that this wasn’t explored in the analysis.
The financial decline of ESPN cannot be understated. In the 2010s they had 100 million subscribers and were massively profitable. Nowadays their subs are down to 70 million but they're still paying for the TV rights they bought with their peak revenue from 5-10 years ago.
@@happydisneyteacher7557 _He doesn't want to hear how him watching their program contributes to climate change, racism and fascism? Huh. Okay, we won't miss you._ - *some smarmy reddit user who frequents the sports subreddit.* Also, no, I'm not exaggerating. They really have become that predictably smug.
@@donutbevil9669Had to scroll this deep in the comments to find this. Everyone here is tip-toeing around why Disney can't stop failing. People are just turning off and tuning out. I was a huge Star Wars and sports fan in my younger years. Disney bodged up Star Wars and ESPN so bad I just don't pay into either system. My time for each just goes to independent UA-cam creators and being outside. I'm happy for myself in the long run, but can't help to ask "what were they thinking?"
Peltz calls this “throwing spaghetti against the wall…..” Disney gave no financial details on their announcements. Peltz also pointed out that Disney’s stock has lagged the S&P 500 the entire twenty years of Iger’s tenure so “understanding the entertainment industry “ might be overrated.
the point is not so much the dollars as to show, for the next earnings call, that the movies division has turned around. positive buzz and non-flop movies will restore confidence even if they aren't barbie or Mario. which is why, they are delaying not just a movie or 2, but moving D+ shows to next year to make sure the few movies they do release are all at a minimum get good buzz.
I got this video in my feed after rewatching the FTfilms for several times. Although i was sceptical at first, i was genuinely amazed by the degree of depth taht was used when describing content strategy. This is a great channel! Keep it up and i look forward to the next one
the real question here is how can we the public help speed up the demise of this demonstrably detrimental company without laying foundations for its assets to be grabbed by the next bunch of greedy scum ?
The reality is, Disney chose to be invested in politics rather than entertainment, and it was a bad investment. They’ve isolated a massive portion of their customer base. And even the customers who don’t care about politics, do care about the quality of the movies they’re watching.
So sick of shitty sequels and remakes of old IP. This is exactly why Disney is in this spot to begin with. We need new original that have great story telling like the past. We need media companies to actually care about creating new IP that has the same attention to detail and passion of the past
I’ll tell you an easy way for them to turn it around. Fire Kathleen Kennedy, and Kevin feige. Replace feige with James Gunn (probably too late now that DC has him) and replace Kennedy with sam witwer.
Iger: “We don’t need activists on our board who don’t understand Disney.” Also Iger: “We are officially coming out against parents in Florida who don’t want their children exposed to sexually explicit material in public schools from kindergarten through third grade.”
Disney rallying a joint-venture streaming platform, where have I heard that one before? Oh right, Hulu was equally split until Disney bought 20th Century Fox and became a majority holder of Hulu, leaving Universal in a peculiar situation.
@@LeonardoMenezes03 Hulu was a middling succuss, the multiple companies had different visions for what the platform was and should be. they fought over funding, subscriptions, and content. only AFTER Disney had gained majority control did the service move fully in the direction we have today, with Disney having to pay massively for the last chunk of Hulu just so they can integrate it into D+. I suspect we will see a similar situation with the new platform, Fox sports is getting a third of the company, but they have the least amount of financials available and the least contribution in terms of the sports they have. ESPN has the most to lose, and will be less likely to want to push the platform hard in fear of losing linear subscribers at the same time. WB is in the middle of a transition where they are looking to buy, or be bought out by another player, such as comcast. WB also just launched sports on Max and will have to balance the new subscription with their own subscription as will ESPN/Disney. with 3 owners we have 3 very divergent interests and divergent amounts of capital to invest at the moment.
This is more of a plan on how Bob wants to save himself. Bringing some of the people responsible for when the Marvel movies were better is a good plan in my book
"These potential two new board members believe in a greed first, anti-consumer, trend chasing, dystopian approach?" "No" "They are too inexperienced to sit on this board !!!"
And yet DEI is more important than all of the investors money combined, theyd probably just about do all kinds of illegal things, even bankrupt the entire company, to fulfill DEI.
Only a fraction of new, untested IPs turn out to warrant further works based on the IP. The number of further works that can really be gotten out before the whole thing becomes ‘Mehhh’ is also limited. This means that by sheer statistics, the majority of Disney’s releases should be new, untested IPs, to even get to a point where they can make a successful sequel. But it sure doesn’t feel like that. Also: I can understand the wish to be inclusive. But Disney goes on about this goal in such a clinically sterile, ‘ticking the boxes’ way (3 out 5 criteria here, 2 out of 4 there and on and on) that it must be soul-crushing for any creator to even get to a successful pitch. I can only imagine anyone trying to pitch a fresh idea on non-linear storytelling or a new take on cinematography and visuals to find themselves trapped in endless conversations with the Disney DEI department about ‘meaningful representation’ and ‘underrepresented’ metrics.
Interesting that the only reference to "activism" is referring to the major stockholder trying to save the sinking ship. This video was a whole of "Look at me, I'm smart b/c I pretend to understand the many Disney business units, their strategy, tactics and vision" while missing the whole reason Disney is in this mess to begin with... politics and activism. Politics and activism not aligned with their core consumer base.
They should make drawn animated movies again, since the 3D animated era the movies have lost their charm a bit. Also Marvel and Starwars need to get a grip again.
The final quote is ironic. Isn't letting activists who don't understand the company decide the storylines, how they got into this mess. Does Peltz have a political position or just want his investment to grow? Whose money does Disney want is the question it needs to clearly answer.
Just one point, Activist investors, they are not politicians, they are investors who want to change the way the company is working (your average investor just worry about getting dividends)
Is there a video game that lets you fight Marvel characters against DC characters, and/or team up to fight villains from both universes? Cuz that's something I would LOVE to play. Marvel and DC teamed up to own the copyright for the term "comic book", so teaming up to make bajillions from gaming isn't insane
Iger is basically Eisner II, complete with crappy "this was meant to be a tv show" direct-to-home movies. Supposedly he's already secured a job at a medical tech firm, which really just goes to show how little the business model even matters to him.
I miss the source of their high profits at the beginning of the video. Where is it coming from? Also, they're once again just buying into something and licencing out established but damaged characters. Epic also doesn't have the best reputation.
@@SalivatingSteve and they are one of the most deprecated parts of the company as well, the quality has fallen dramaticly, in the short term it wont be too bad because the main client of the disney park is the nostalgic parent bringing his kids, but with the current park quality being what it is give it a decade or two where the new parents wont have good memories of the parks, Disney may recover but it will probably suffer a sudden death.
All of Disney’s remakes and sequels have flopped so their strategy is… double down on remakes and sequels? Does the brilliance of Bob Iger know no bounds? 🤦
The elephant in the room: Disney picked a side in the culture war and pivoted to making identity politics content, unfortunately for Disney, their chosen side doesn't need to preached to and the other side won't pay to be preached to.
My biggest problem with Disney’s new strategy is that, is not a new strategy, is basically what they have been done before, basin content of sequels, buying companies to branch out in other areas, edén the sports App is just Hulu, AGAIN, pretty much nothing actually changed.
And I was just thinking: "Disney is killing it, with both Poor Things and All of Us Strangers now in cinemas." But then critically acclaimed arthouse hits are probably a rounding error in Disney's budget.
This is music to my ears. Disney honestly doesn't deserve to be profitable at this point. They've totally abandoned what got them where they are. When was the last time you watched a Disney film thinking it had that magic that would keep people watching for generations? All they're doing is buying everything and killing these new IPs.
After following the mess for half a year on @WDW Pro I feel there are some differences in news: Q1 - outperforming expectations vs. saving money by mass fireing.
Learn from japan.. story story story. Not focusing on, do we have 3 whites 3 blacks 3 asians did we fit a native American in the movie great, Some are gay right. Nothing is wrong with having different people, but not when it's so forced.... painful to watch. Marvels had some good humor, but maybe one less slumber party, hugs, and singing.. It's an action movie. Tv shows you can stretch and add stuff like that.
The biggest media company in the world can't produce a basic story with characters that resonate for 6 years? "...partnering with Epic to create an expansive, open games universe." Crawl before you walk Disney.
Movie theaters are dying, and streaming cannot deliver equivalent profits for anyone. This is not a Disney problem. It is an industry problem. Disney is somewhat more vulnerable. Increasingly, parents prefer to keep the kids at home and watch children's movies on streaming services, saving them money. Specialty and 3D movies might be the only thing that might lure people out of their homes.
As long as Disney prioritizes pandering over creativity in making content, their decline will continue. No matter what beautiful plan or vision come out of Bob Iger’s mouth.
I badly want to help save Disney. I've been a huge Disney fan since I was a little girl, and it really pains me to see it falling like that. If this plan to save Disney really works, then there may be hope for Disney to get back on its feet. I'm also fighting to help Disney get back on its feet, and I'm NOT planning on giving up the fight!✊🏻
I really don't understand what Disney is doing currently. It feels like the harder their movies fail the more they double down on them and the concepts behind them. It's like they're not even trying to learn.
@@user-jw8rb8ii6l lets gooo
@@user-jw8rb8ii6l Err... Okay? So what?
@@Ben31337l ...are people not allowed to reply complementing others pfps?
It makes sense when you consider that the people making the movies all practice the same religion, a state religion that people like to call “woke” (which is a terrible term that means nothing now)
It is a religious thing for them, money is of no object. Just how a devout Christian for example wouldn’t trade their “salvation” for money, they won’t trade their dogma for it either.
I think the issue is that movies take a lot from conception to the cinema, hopefully these are the tail ends of it because they seem to already be aware of the disaster
It's telling that the question of 'How do we tell better stories/provide our customers a better experience?' was nowhere to be found in this strategy isn't it? 🤔It feels like they genuinely believe the only reason their shows/movies didn't sell is because they didn't peddle them right instead of the reality that these movies and shows just havn't been very good for a while and people were just not enjoying them.
Do you know the story of the Stanley cup?
It was a flop, canceled, selling last units. But then some social media marketing company pick it up, spin it to a different audience and now it is a massive fad. Basically the same product, the only difference was marketing and colours.
Those big companies believe that this is how world works, it doesn't matter what are you selling if marketing is good it will succeed. Disney is going to learn soon that this is not always the case. At some point people catch up with the BS, you lose trust and marketing isn't that effective anymore.
@@pingwingugu5 Ice hockey isn't that popular here...
@@smalltime0 I meant the Stanley Quencher Tumbler. Stanley was making vacuum flasks for camping and stuff. They mostly targeted it to outdoorsy men. The marketing team started to market the tumbler to women, as a trendy accessory, something you bring to Starbucks to avoid disposable cups.
Stanley has been around for a hundred years.
Pandering never works. It just makes you look desperate.
Their newest game project sounds like the most by-committee designed, anti-consumer, trend-chasing, and already-outdated idea I've ever heard.
Can't imagine that backfiring...
ALL of this sounds like 'designed by comitee - What do the plebs like?' kind of decisions 😅
They killed lucasarts for this. Siger is comepltly out of touch and an incompetent CEO, he doesn't understand that gaming is more profitable than movies and TV NOW.
Disney could have been a major publisher of games alongside EA and ubisoft if they put in the legwork a decade or two ago, but they fumbled that ball, treating it as an extension of their toys division
@@wile123456 The thing is Disney has ALWAYS been bad at the video game sector. Even going back to the days of Tron and the Intellivision.
Also they always pick the worst company to outsource to. They gave EA a 10 year contract and they made a whopping 4 games, one of which generated a media and stock shitstorm
You underestimate Epic Games...
Disney seem to think they can do anything in editing, from completely changing the plots of movies to turning a series into a feature film, then Surprised Pikachu Face when audiences don't like the mangled results.
"Fix it in post."
Cough Atlantis II Cough. If it didn't work then it's never going to work for Disney
It's funny how the only popular thing Disney had in 2023 was mostly Moon Girl and Devil Dinosaur.
Disney doesn't think it can do whatever it wants they can ! , just there's consequences in doing so
@marshalmarrs3269 yup you are fully right , promotion of content like anime is being done by crunchyroll
I honestly feel like Disney forgot how to make a good movie. My biggest complaint about them is how tf did they mess up Star wars?? They were literally set up to build off such an awesome universe but instead just made 3 shitty movies with almost zero research and building off the exact same thing in the originals
The only thing that saved Star Wars was Filoni.
As someone who didn't grow up a Star Wars fan and only started watching as an adult i would say that Rogue One, Rebels, the first two seasons of The Mandalorian, Andor & The Bad Batch are some of the best content, I enjoy them all more than the pre Disney movies and would place Ahsoka & Kenobi ahead of Ep 1 & 2
I don’t know if I can say they are shitty. There are worse movies than the sequel trilogy films. I always viewed them as really high budgeted fan fiction movies. They look like Star Wars, sound like Star Wars, and give off a Star Wars type vibe, but they just don’t feel like Star Wars. Due to this, they feel artificial, soulless, forced, and bland.
As far as I can tell: They've gradually demoted all the people who excel at telling great stories. Replaced them with bland suits and sociology graduates. And then set a target of maximizing quantity over quality.
They didn't mess up Star Wars. Sounds like you and so many others are just blinded by your own nostalgia.
Disney is doomed. Those in charge are trying to impress investors, NOT customers. They’re determined to do everything EXCEPT tell a good story.
I don't see how this would even impress investors, it's more of the same.
Disney had a couple of rough years so impressing investors is exactly what they need to dontominject cash in the business and then go back to business as usual and create proper content.
@@MatthewNash Yeah I should've rephrased it as: TRYING to impress investors, like seriously putting the financial cart before the creative horse.
The problem isn't about who they're trying to impress. The problem is that under Iger, messaging was given primacy over narrative, where in the past it was the other way around. There was always messaging in Disney content, but it had been weaved into and around the narrative, with the narrative structured so that the message is part of it, instead of messages simply slapped on where there's no need according to the narrative. That's why movies, shows and all the other Disney content keeps flopping. And that's what's killing the company.
Some of their movies have been good. Pixar keeps making bangers. There are real creative talent at Disney, you just gotta avoid the committee driven sloch
Disney has driven two of their largest IPs into the ground with Star Wars and Marvel. With Pixar not doing well now either. They seem to way overspend on movie and TV production. Until they sort out the underlying reason their studios are overspending and delivering bad products it will continue to sink.
Panderverse not working for largely male audience.
@@rbu2136 "Panderverse" really going for the right wing talking points there aren't you?
@@friendlyotaku9525 "Anything I don't like are right wing talking points". Twitter cesspool is awaiting your return.
@Bash70 it is a right wing talking point lol
@@friendlyotaku9525 It'd be amusing to time travel back to the 90s or early 2000s and tell people that in the future South Park would be considered right wing media.
Is there a more effective turn-off than billing your project a "metaverse"
To be fair I think TLDR sumed it up as that when it's more like what they are doing already with star wars/Marvel Movies but with multiple IPsf... So Like what Lego has done forever practicly.
What about "live-service"?
@marshalmarrs3269
1. Maybe not ALL of them but they should sell some of the less compatible IPs they got from Fox (Aliens and Family Guy come to mind)
2. I think it's better for them to allow more shots in the dark like they had in the Eisner days. Unlike then, Disney has the financial status to take some more blows from box office bombs, especially considering that's what happening now.
3. Disney has sort of a bad habit of neglecting media that is outside the usual company area. See Blue Sky Animation, many of their video game assets, etc. They should try to fix that issue before importing other media.
4. So bring back Touchstone and Miramax? (Though they could have PTSD from the #Metoo movement exposing those in power at the time)
@marshalmarrs3269 The "Try to create more mature R-rated media." idea may just ruin their family-friendly image though, which would actually be worse in the long run for the company. Sure, Warner Bros. and Dreamworks can just get away with producing more mature content because they don't have that same family friendly image, but when Disney tries to do it, Parents will stop pushing their money into Disney so that they could avoid kids being exposed to rated R content. If they want to start producing R-rated products, they will have to create a shell studio that doesn't have that same image, then try to keep the Disney branding away from that studio, then make the rated R content that you desperately want. I do agree though that more mature content would need to be made, but it has to be PG-13 in order to keep the kids watching, or Disney would lose out on the audience that made them lots of money in the first place.
Isn't it just the newest buzzword? Like seriously, it's just a new dumber word for MMO, no?
Bob Iger was the one that caused all these problems for Disney. Bringing him back basically guaranteed that they would continue
They need to go back to what made them great. Stop trying to please that one side. We want good stories.
Lets try to say this with business words: For the last few years Disney did not care about their core audience or their Whale audience ( those that spend a lot of money outside of movies for merch). Rather they focused on gaining additional customers of a special kind that are hard to create product for and spend less per person. Meanwhile this alienated previous customers that were thought to be loyal. In short: Stop selling only Salad in a Steak House!
Hi Bob!
Omg THIS!
Love the short version
I think whenever people here the word “Disney” now, people just want to avoid it.
Even if its a good product. On march 1st we will get a snow white cottage set from the original movie of 1937 and many avoid because its Disney, even though the set looks beautiful
exactly ....woke and shitty
@@Simbala-bq5vy oh wait ...do you mean the diverse latino lesbian snow white or the real one of 1937 ?
@@SatishALaudea thats the good News from the original our og snow White from 1937
@@Simbala-bq5vy Is it gonna be greeted by a guy in a dress again?
Iger has led the company for so many years brining him back is just bringing old tricks and the person, who got them into the current trouble. The man needs to learn to let go and retire
He is a politician first, film studio CEO second.
Getting DEI money from European bankers sure didn't help
@thesnesgeek And that's why Disney is such a mess man though he could use the company as a stepping stone to run for president. He hired popular Democrat activists. He used all the branches of the company to scream their mesage to the heavens, donated metric tons to their causes all in the belief that it would secure him the 2020 presidential nomination which is why is "retired" that year. Instead they thanked him for his money and didn't let him even up to bat
He never left
@@thorntonwager6750 He did leave for a short period and Chapek was CEO 2020-2022, then Iger came back in Nov 2022
I mean, they can make the best buisnes decisions, being godlike in marketing etc, but if thier new movies/content wont be better quality then they still will be losing.
Blackwell sent out letter to investors about putting 3 of their people on the board. Among the people they highlighted ones past experiences in NFT's was a highlight another with AR/VR. Along with Epic it looks like their gaming is going to stay a mess, especially if these people get on the board.
Imagine thinking it was good to point out someones history with NFT's
This explains why they’re bringing the 97 version of X-Men back. Every company falls back on nostalgia when they desperately need to get out and stay out of the red.
Unfortunately if this works, the only message it’s going to send is that they can take any risks schilling garbage that they want as long as they have that Plan B in their back pocket.
It won’t work. The backlash has already started on the X-Men. They won’t be able to produce good content anymore because they have no talent on their payroll anymore.
Tbf this was worked on years ago. It was meant to have come out last year but they decided to put it on hold. So not exactly accurate
It will fail cuz they'll turn it into trash as always.
Actually that project was started before they went into the red.
@@theojenner1902 They kept it in the backburner for just such an occasion as this. Unfortunately for them, if the reports just happen to be true, then it's not going to save them. They are bleeding subs hand over fist and if things keep going at this trajectory, their projected numbers will be in the triple digits soon. They're banking on to be their "Invincible".
Disney and Amazon is learning that its too heavy a lift to build a catalogue of shows large enough to keep customers occupied...
though most of mgm's library is unnoticeable and forgotten
7:10 i wasnt expecting that, very blessed editing ❤😂
They're an ESG focused, entertainment company. As long as they're pleasing investors instead of their customers, they'll tank.
It's funny seeing Iger talking about activists when we he's one himself and brought so many others to the company.
Disney is actively snatching defeat from the jaws of victory. The MCU is proof of this: it was insanely successful until Endgame, because it focused on good storytelling and world building. Now almost every new instalment of the MCU is plagued by bad writing, horrible casting, and various other ESG- and DEI-inspired choices.
If it just goes back to making good stories, Disney’s struggles will evaporate overnight.
The MCU was massively successful because it was a novel concept and a couple of the movies were good. Avengers 1, Ironman 1, Thor 3, Captain America 2, and the Guardians of the Galaxy movies were just straight up good movies, and they were enough to pull people like me in who had 0 interest in Marvel and convinced me to watch the others in the series because it was a novel concept that had never been done before. However, the rest of the series was very mediocre with only a few stand out moments : Tom Hiddleston as Loki, Black Widow & the soul stone, Ant man in Civil War and Endgame. The swamp of homogenous mediocrity left me exhausted by Endgame, and I only went to see it out of a completionist urge.
It's no different than any other media trend. Somebody does well for the first time, this becomes a template for a slew of copycats. Some of the copycats are good and success, most are mediocre with modest returns, until the audience is fed up with the trend and tunes out. Right now IMO the general audience is desperate for something new which is why Barbie & Oppenheimer were massive successes, and became a huge double-feature event - because both were something we haven't seen in a long time (a serious biopic, and a decent rom-com) and were competently made, so people were hungry for both of them despite the fact that they have nothing in common with each other.
@@agilemind6241 Yeah it's a cycle
Many of us have told these companies time and time again what there’s problems are and how to fixed them and they still don’t listen despite numerous failures.
So your genius strategy is to delay a movie, highlight yet another sequel, and turning lucrative cable customers in to less lucrative streaming customers.
How about you fire (or not-rehire) all those terrible creatives and executives and produce flop after flop? And put actual competent ones in their place that make stuff people actually like?
Dude it's not the creatives, it's the meddling of management in the creative process that makes these things fail. Most people would call me left, but this forceful injection of female power and diversity has led to simply bad writing.
The sad thing is: it didn't need to be. Star wars always had strong female main characters Leia and Armidala are the 2 most prominent ones. All they would have had to do is keep the good writing, and then cast well.... To bad that didn't happen 😢
@@AggroJordan86I agree with you, adding female characters is not a problem. The problem is the way it was done.
- An attempt was made to replace well-established male figures with female characters, which angered their fans.
- Live actions were made that were far inferior to their animated counterparts and the actresses chosen did not measure up.
- The new series that had female characters were too politicized and their script was so generic and boring that no one cared.
@@segiraldovi Give me an example of things being "politicized" regarding women or diversity within any of these movies? And no casting women doesn't count.
@@hargibson18 Hmmm, I'll try to explain it with She-Hulk and Barbie:
Barbie is a great movie, it's funny, the movie makes fun of current culture, excellently acted by Margot Robbie and Ryan Gosling, the ending is clever and I enjoyed it a lot.
The mere fact that conservative people and progressive people claim that the film supports their causes implies that it makes a good critique of both sides of the scale. There are cringe jokes (especially related to Barbie's owner) but fortunately this doesn't have much screen time.
She-Hulk is a terrible attempt to do the same thing that Barbie does since this series is boring, it is not funny and it takes a lot of what it seeks to "laugh", it looks mediocrely made and the ending feels completely forced.
The entire She Hulk series is marked by a progressive tone that simply seeks to ridicule the other side of the scale. The exception of cringe jokes that Barbie has is the norm for this series. The ending is a bad attempt to say that everything was done on purpose in which it is not shown what the series could have been, it is like a joke in which there is no punchline.
@@hargibson18 And I repeat, the problem is not the inclusion of women, it is not that there is more variety of races and cultures, it is not the LGBTI people. It just happened that they started to appear in movies in movies that were poorly written, poorly made and always trying to tell the same story.
I can pick up any movie and just by looking at the main cast I know who is going to be the main character, who is going to be the empowered woman, who is going to be the smart one, who is going to be the idiot/womanizer of the group just by looking at the race and sex of the character, even by seeing the race and sex of the villain we will know how the villain is going to be defeated (if the villain is a non-white woman don't expect a fight between the main character and her where he beats her hand to hand), or where she is the evil one since in 9 out of 10 movies she will be betrayed by an evil man who will play the villain but more of an idiot than she is.
if this is not signal virtue I don't know what is.
Just bring back Club Penguin. All your sins will be washed away.
and get a club penguin island 2? hell no.
found the zoomer.
The club penguin bit got me 🤣
"Disney needs to make digital sports interesting enough to subscribe to but not enough to be better than cable".
That sounds dead on arrival. The market that isn't on cable wants something better than cable. So many including Disney keep trying to have the cake and eat it and it never works out. Either use this to transition out of cable, taking the initial loss in the process, or drop the cost of running the cable company and let it fade while turning a profit, letting the streaming business go to someone else.
Both are viable options. This middle ground is a waste that'll ruin profits in the short run and gets an entire generation used to living without sports.
Truth. So many people only have cable for live sports. So many streamers don’t watch live sports. This move is destined to fail
You are quoting a sentence from TLDR Business, its his very own interpretation. Its a little weird to then insinuate that Disney actually sees it this way
@@_Dibbler_ i know. I'm basing the comment on TLDRs interpretation. As in a company in Disney's position that has that mentally is making a mistake. Hopefully Disney has better ideas.
@@ladyeowyn42 I suspect this is more of a culture shift than an availability of content shift. The geeks hath inherited the earth, the new middle class isn't the cheerleaders & football players from highschool, it is the AV club, mathletes, and science fair nerds. My digitally literate friends are completely capable of watching livesports online, most of them just don't care to do so - about 1/5 follows a singular sport, only like 1/50 follow multiple different sports teams.
But more broadly the whole concept of sport doesn't really make sense to the post-globalization generation. Sport is fundamentally a local exclusatory culture : "My team is the best, even if they got their asses kicked for the past 20 year, because they are MY team." When you're a Zoomer with friends on 3 different continents and 10 different countries, why should you care about your local team?
5:14 (Moana TV to Movie)
the main consequence idea i've seen on this front is that this could end up like those Disney animated sequels from the 90s and early 2000s. stuff like Atlantis: Milo's Return, Belle's Magical World are the main ones that i've heard lately. I had no idea that those movies were released in theaters. I've just known them as straight to VHS & DVDs from that era I recall seeing ads for. Essentially those videos were sort of edited to be kind of movies, when actually they were 2 part episodes for a pilot TV show to be technically feature length or something to that effect. And onscreen you could tell that these were done at a cheaper budget and not having the same quality as their cinematic predecessors.
well they have until thanksgiving to get it to look better. have to scrap most of the show, rewrite and rework the old thing, but keep as much animation that they can. sounds like a nightmare, but hey look at marvel and how well it looks when they have to rush job things, im reminded of quantumania.
I think most people are just tired of Disney in general. They pissed in the pot, sort of speak.
I hate Disney as they have stopped releasing their DVDs in Australia because of some bullshit excuse about people no longer buying DVDs and using the expensive Disney Plus.
Yeah, like Disney pretty much owns Hollywood now with how much a monopoly they are. I used to be a marvel fan but I feel like they’re really milking it. Most the new stuff is low quality.
Disney is synonymous with fairytale animations, family movies and Pixar original movies. Where are they these days? A Hansel and Gretel movie or similar based on a Grimm story would take them back to their roots
I would say mask of the red death would be a cool one to do, but we just lived through that.
One of the biggest problems that doesn't get discussed enough is the overspending. How are they spending so much more money on some of these projects than other similar quality projects? Many of these movies and shows would be seen as decent to good performing if they didn't cost $150m+. Indiana Jones cost $300m, why? If that movie cost $100m or so they would have easily made money on it.
there's undoubtedly a massive amount of bloat going on behind the scenes.
You’re right about that! I believe this is a result of unqualified or incompetence in those making decisions. Anyone can build a bridge over something. The trick or skill comes in building it as cheap as possible without compromising its function! That’s where expertise and experience comes in.
1:19 Dude, that lie is easy to check in less than 10 minutes checking Peltz' candidates and Iger's candidates. Iger is the one keeping unexperienced people at the board.
There is a disconnect with the people running Disney
Great analysis once again but reminding you guys that a lot of your viewers aren't in the US and don't understand what "by thanksgiving" means.
It's the same as saying "the President said..." Instead of "The President of the US said..."
This is silly, TLDR are based in the UK we don't celebrate thanksgiving here. Any English speaking UA-cam viewer has come across americanised media whether its film or TV and knows what these things are.
The biggest thing is that Disney needs to go for quality over quantity and cut off over exposure of especially its Marvel brand. By adding so many stories in Disney +, it killed the "connected" universe appeal of the brand because it became too much to follow. Marvel was fun when it was 1-2 movies a year, but for a while it seemed to be 3 movies + 3-4 shows a year.
Also they need to further delay titles from going to Disney + because why watch it in theaters when it it goes to the platform shortly after?
Disney + needs content outside that and Star wars as well. Right now it basically has 3 main appeals: Star Wars fans, Marvel fans, and families with young kids. That leaves a lot of people who dont have much interest, or maybe just a passing interest in it.
Disney has basically mismanaged ESPN since they bought it. Overvaluing live sports just contributed to an arms race of their own making. Their ESPN model has suffered because all the programing is talking heads instead of analysts, as they have cut most of their respected journalists in favor of the people who knew what they were talking about. This is 100% why The Athletic ballooned to be huge, as it got a huge boost by scooping up all the laid off talent. Its honestly a superior product for sports coverage. It doesnt help that ESPN's on air personalities only seem to know how to talk about football and basketball. None of them seem to know a thing about Baseball, Hockey, or Soccer which leaves a big hole in its coverage when summer comes around. If you watch during the football off season, and the NBA isnt in play, they talk about those sports over stuff actively being played, which is just so bad.
I like the play with Epic, but really Disney needs to hire their own people to figure out how to do games, its clearly a sector beyond Iger and he shouldn't really be making decisions regarding it. With the exception of the Spiderman franchise, they pretty much have fumbled with exploiting their IPs in that realm.
There's Kingdom Hearts too. Obviously
Disney will end up like Blizzard, some investors come in with a boat load of money and some get rich quick ideas, they then proceed to choke the brand to death until it no longer generates a profit and all the creatives has left or is fired, and the brand is just a sad shell of a once was giant.
I recall a Blizzard Beach water park at Disney World…..coincidence perhaps, or perhaps not…..
I, for one, welcome the opportunity to watch an entertainment colossus completely lose all ability to create new things and die as it eats its own tail.
2016 was not 6 years ago
We still on that COVID timeline.
yeah it was 2 years ago
This is a re upload from 2022
7:10 Lol that came out of nowhere
But from the heart 😔✊❤
I think any analysis of Disney has to explore their theme parks, arguably these are more important than Disney’s ‘content’. The parks bring in the profit for Disney, and these profits are used to subsidise the rest of their activity, including their films. Exploring the impact of Comcasts (Universal) aggressive activity in this market (opening a new park in Florida and likely a new park in the UK in the near future; and possibly taking over PortAventura in Spain) they are coming for Disney’s lunch. I thought it was a bit of an oversight that this wasn’t explored in the analysis.
Deadpool will be the only Box office hit in years for Disney. And it will prove Disney+ or low audience attendance in theaters isn't the problem
Disney + steals movie tickets sales and that is one of their problems in entertainment arm of the business
If Barbenheimer didn’t prove that, they’re too dumb to learn anyway.
Lower your expectations. I'm sensing a bait and switch here.
GNG vol 3 came out in 2023
The financial decline of ESPN cannot be understated. In the 2010s they had 100 million subscribers and were massively profitable. Nowadays their subs are down to 70 million but they're still paying for the TV rights they bought with their peak revenue from 5-10 years ago.
My husband doesn’t watch ESPN anymore. He doesn’t want to hear about woke politics. He just wants to watch sports.
@@happydisneyteacher7557 _He doesn't want to hear how him watching their program contributes to climate change, racism and fascism? Huh. Okay, we won't miss you._ - *some smarmy reddit user who frequents the sports subreddit.*
Also, no, I'm not exaggerating. They really have become that predictably smug.
@@donutbevil9669Had to scroll this deep in the comments to find this. Everyone here is tip-toeing around why Disney can't stop failing. People are just turning off and tuning out. I was a huge Star Wars and sports fan in my younger years. Disney bodged up Star Wars and ESPN so bad I just don't pay into either system. My time for each just goes to independent UA-cam creators and being outside. I'm happy for myself in the long run, but can't help to ask "what were they thinking?"
@@happydisneyteacher7557 BUT HE WANTS TO HEAR ABOUT TRUMP , RIGHT
Peltz calls this “throwing spaghetti against the wall…..” Disney gave no financial details on their announcements. Peltz also pointed out that Disney’s stock has lagged the S&P 500 the entire twenty years of Iger’s tenure so “understanding the entertainment industry “ might be overrated.
I like how Igor says that they're not experienced enough to sit on the board even though he can't keep the company together himself. What a joke.
The sequels will probably pull in dollars, but probably not enough for the investors
the point is not so much the dollars as to show, for the next earnings call, that the movies division has turned around. positive buzz and non-flop movies will restore confidence even if they aren't barbie or Mario. which is why, they are delaying not just a movie or 2, but moving D+ shows to next year to make sure the few movies they do release are all at a minimum get good buzz.
I got this video in my feed after rewatching the FTfilms for several times. Although i was sceptical at first, i was genuinely amazed by the degree of depth taht was used when describing content strategy. This is a great channel! Keep it up and i look forward to the next one
the real question here is how can we the public help speed up the demise of this demonstrably detrimental company without laying foundations for its assets to be grabbed by the next bunch of greedy scum ?
Thats the real questions.
Rebelions can often end in things getting worse if worse people get the power
The reality is, Disney chose to be invested in politics rather than entertainment, and it was a bad investment. They’ve isolated a massive portion of their customer base. And even the customers who don’t care about politics, do care about the quality of the movies they’re watching.
So sick of shitty sequels and remakes of old IP. This is exactly why Disney is in this spot to begin with. We need new original that have great story telling like the past. We need media companies to actually care about creating new IP that has the same attention to detail and passion of the past
I’ll tell you an easy way for them to turn it around. Fire Kathleen Kennedy, and Kevin feige. Replace feige with James Gunn (probably too late now that DC has him) and replace Kennedy with sam witwer.
Why would you put the newest and most technologically-based part of your company in the hands of two people 85+ years old???
Its good enough for the united states its good enough for Disney?
are you telling me I can't judge someone's sexually but you can judge their age?
Iger: “We don’t need activists on our board who don’t understand Disney.” Also Iger: “We are officially coming out against parents in Florida who don’t want their children exposed to sexually explicit material in public schools from kindergarten through third grade.”
Disney rallying a joint-venture streaming platform, where have I heard that one before? Oh right, Hulu was equally split until Disney bought 20th Century Fox and became a majority holder of Hulu, leaving Universal in a peculiar situation.
Hulu was a great success though.
@@LeonardoMenezes03 not for NBCUniversal
@@LeonardoMenezes03 Hulu was a middling succuss, the multiple companies had different visions for what the platform was and should be. they fought over funding, subscriptions, and content. only AFTER Disney had gained majority control did the service move fully in the direction we have today, with Disney having to pay massively for the last chunk of Hulu just so they can integrate it into D+. I suspect we will see a similar situation with the new platform, Fox sports is getting a third of the company, but they have the least amount of financials available and the least contribution in terms of the sports they have. ESPN has the most to lose, and will be less likely to want to push the platform hard in fear of losing linear subscribers at the same time. WB is in the middle of a transition where they are looking to buy, or be bought out by another player, such as comcast. WB also just launched sports on Max and will have to balance the new subscription with their own subscription as will ESPN/Disney. with 3 owners we have 3 very divergent interests and divergent amounts of capital to invest at the moment.
Quite telling that in all their announcements there is nothing about figuring out why people don't like their movies as much as they used to.
They've heard why, but they don't want to accept the truth. It's a real ostrich with its head in the sand situation.
I’d be interested if TLDR Business did a video on Crunchyroll. I like to know if they think the streaming service is doing relatively well or not.
I'm impressed how you completely avoided the elephant in the room.
This is more of a plan on how Bob wants to save himself. Bringing some of the people responsible for when the Marvel movies were better is a good plan in my book
"These potential two new board members believe in a greed first, anti-consumer, trend chasing, dystopian approach?"
"No"
"They are too inexperienced to sit on this board !!!"
And yet DEI is more important than all of the investors money combined, theyd probably just about do all kinds of illegal things, even bankrupt the entire company, to fulfill DEI.
Condolences to the artist who researched and made that hierarchy of Disney subsidiaries only for it to get 3 seconds of screen time
Only a fraction of new, untested IPs turn out to warrant further works based on the IP. The number of further works that can really be gotten out before the whole thing becomes ‘Mehhh’ is also limited. This means that by sheer statistics, the majority of Disney’s releases should be new, untested IPs, to even get to a point where they can make a successful sequel. But it sure doesn’t feel like that.
Also: I can understand the wish to be inclusive. But Disney goes on about this goal in such a clinically sterile, ‘ticking the boxes’ way (3 out 5 criteria here, 2 out of 4 there and on and on) that it must be soul-crushing for any creator to even get to a successful pitch.
I can only imagine anyone trying to pitch a fresh idea on non-linear storytelling or a new take on cinematography and visuals to find themselves trapped in endless conversations with the Disney DEI department about ‘meaningful representation’ and ‘underrepresented’ metrics.
well ...they are putting a chick in it and making her gay
Interesting that the only reference to "activism" is referring to the major stockholder trying to save the sinking ship. This video was a whole of "Look at me, I'm smart b/c I pretend to understand the many Disney business units, their strategy, tactics and vision" while missing the whole reason Disney is in this mess to begin with... politics and activism. Politics and activism not aligned with their core consumer base.
They should make drawn animated movies again, since the 3D animated era the movies have lost their charm a bit. Also Marvel and Starwars need to get a grip again.
The final quote is ironic. Isn't letting activists who don't understand the company decide the storylines, how they got into this mess.
Does Peltz have a political position or just want his investment to grow?
Whose money does Disney want is the question it needs to clearly answer.
wish they hadnt cut the owl house season 3 down
Simple. Dont go woke and disney wont go broke. Includes replacing bill with someone with more competence.
4:11 this was actually because of the Writers & Actors Strike
So the company's CFO is not experience enough to be on the board WOW 👏
Gotta love that club pengiun tribute❤🔥
Just one point, Activist investors, they are not politicians, they are investors who want to change the way the company is working (your average investor just worry about getting dividends)
Is there a video game that lets you fight Marvel characters against DC characters, and/or team up to fight villains from both universes? Cuz that's something I would LOVE to play.
Marvel and DC teamed up to own the copyright for the term "comic book", so teaming up to make bajillions from gaming isn't insane
There’s Marvel Vs Capcom
Iger is basically Eisner II, complete with crappy "this was meant to be a tv show" direct-to-home movies. Supposedly he's already secured a job at a medical tech firm, which really just goes to show how little the business model even matters to him.
lets gooooo disney finally met their match
Hold on!!! You mean Pixar had to move Elio back just so disney can cover their butts from the investors?!!! That's unacceptable!!
I miss the source of their high profits at the beginning of the video. Where is it coming from? Also, they're once again just buying into something and licencing out established but damaged characters. Epic also doesn't have the best reputation.
Disney’s profits are mostly coming from their theme parks, they’re keeping the company afloat.
@@SalivatingSteve and they are one of the most deprecated parts of the company as well, the quality has fallen dramaticly, in the short term it wont be too bad because the main client of the disney park is the nostalgic parent bringing his kids, but with the current park quality being what it is give it a decade or two where the new parents wont have good memories of the parks, Disney may recover but it will probably suffer a sudden death.
Bob Iger making any comment whatsoever regarding the 'essence of the Disney brand' is the most ironic thing I have heard in at least 10 years.
The Disney management don't understand their products and market. Viewers won't easily forgive them for destroying their favorite franchises....
All of Disney’s remakes and sequels have flopped so their strategy is… double down on remakes and sequels? Does the brilliance of Bob Iger know no bounds? 🤦
the willful blindness of this channel is unbelievable :
"get woke go broke"
that's it
Wish: when Disney's chooses to make the immature & childish character as the heroine and present the mature and responsible leader as the villain.
7:49 bring back LucasArts gaming studios and make a new Star Wars Republic Commando game
yeah ..and put a chick in it and make her gay
The biggest problem is that Disney tries to be too relatable when it comes to their stories. Almost all their movies focus mostly on minority groups.
The elephant in the room: Disney picked a side in the culture war and pivoted to making identity politics content, unfortunately for Disney, their chosen side doesn't need to preached to and the other side won't pay to be preached to.
The irony of Bob Igar not wanting activists is hilarious
My biggest problem with Disney’s new strategy is that, is not a new strategy, is basically what they have been done before, basin content of sequels, buying companies to branch out in other areas, edén the sports App is just Hulu, AGAIN, pretty much nothing actually changed.
Iger's comment about not letting the company get distracted by activists 😂
They should just try…oh I don’t know…MAKING GOOD MOVIES AGAIN?!
And I was just thinking: "Disney is killing it, with both Poor Things and All of Us Strangers now in cinemas." But then critically acclaimed arthouse hits are probably a rounding error in Disney's budget.
Like if Disney understand the essence of Stars Wars, Marvel or Indiana Jones. lol
I think the Deadpool 3 will play a big part in bringing Marvel and Disney out of its slump
This is music to my ears. Disney honestly doesn't deserve to be profitable at this point.
They've totally abandoned what got them where they are. When was the last time you watched a Disney film thinking it had that magic that would keep people watching for generations?
All they're doing is buying everything and killing these new IPs.
The whole freaking Disney board are activists now. Nelson Peltz would be a great addition. Kicking out the crazy activists! And vote Nelson Peltz in!
A ad is just a rebranded commercial.
After following the mess for half a year on @WDW Pro I feel there are some differences in news:
Q1 - outperforming expectations vs. saving money by mass fireing.
Learn from japan.. story story story. Not focusing on, do we have 3 whites 3 blacks 3 asians did we fit a native American in the movie great, Some are gay right. Nothing is wrong with having different people, but not when it's so forced.... painful to watch. Marvels had some good humor, but maybe one less slumber party, hugs, and singing.. It's an action movie. Tv shows you can stretch and add stuff like that.
The biggest media company in the world can't produce a basic story with characters that resonate for 6 years?
"...partnering with Epic to create an expansive, open games universe."
Crawl before you walk Disney.
This is not the same Disney I grew up with. They need new leadership.
Movie theaters are dying, and streaming cannot deliver equivalent profits for anyone. This is not a Disney problem. It is an industry problem. Disney is somewhat more vulnerable. Increasingly, parents prefer to keep the kids at home and watch children's movies on streaming services, saving them money. Specialty and 3D movies might be the only thing that might lure people out of their homes.
As long as Disney prioritizes pandering over creativity in making content, their decline will continue. No matter what beautiful plan or vision come out of Bob Iger’s mouth.
The thing is, pandering in theory works, it's just that the companies execute it in very cringe ways.
A showdown in a board meeting? Any one got some spare cream pies, seltzer bottles and anvils I can borrow? I'm low on jellybeans.
They need to: dewokify their content and get rid of those stupid DEI initiatives. Odds of that happening?
"dewokify their content" what are you talking about? LOL.
@@friendlyotaku9525 🤦🏽♂️
I badly want to help save Disney. I've been a huge Disney fan since I was a little girl, and it really pains me to see it falling like that. If this plan to save Disney really works, then there may be hope for Disney to get back on its feet. I'm also fighting to help Disney get back on its feet, and I'm NOT planning on giving up the fight!✊🏻