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[video=youtube;vu7AzvVWYuI]https://www.youtube.com/watch?v=vu7AzvVWYuI[/video]
[IMG]https://www.statista.com/graphic/1/224397/quarterly-revenue-of-the-walt-disney-company.jpg[/IMG]
Don't let home made YouTube videos fool you. Disney is an absolute beast with growing revenue.
They own a ton of shit and not all of their ventures can be winners, so they might be taking some Ls here and there and forced to sell the failed assets, but overall they are still a massive power house and making huge profits.
Of course Off the Court would come running to contradict and defend his Woke masters. :oldlol:
Lol Disney aint going anywhere. They will still be the powerhouse they currently are (probably even more down the road)
- Has there been lots of trash movies from Disney recently? Yes, but that won't shift the balance of power
This whole strike incident? It will be resolved and no one would really gives a shit about it in 2-3 years.
The public has short term memory and will move on complaining about the next trending event
[QUOTE=Patrick Chewing;14815232]Of course Off the Court would come running to contradict and defend his Woke masters. :oldlol:[/QUOTE]
Even you, who wakes up every morning with a woke hangover from obsessing on wokeness every day, watched Kenobi:roll:
Imagine being pro-capitalism and whining about Disney.
[QUOTE=LeGoat4Life;14815235]
This whole strike incident? It will be resolved and no one would really gives a shit about it in 2-3 years.[/QUOTE]
It depends. With all the craps the world has suffered since the pandemic, writers and actors' demands may be a bit too steep for the strike being resolved quickly. But after the deal is reached, yes, nobody will remember til the next strike.
[QUOTE=Off the Court;14815241]Even you, who wakes up every morning with a woke hangover from obsessing on wokeness every day, watched Kenobi:roll:[/QUOTE]
In order to claim that something is woke garbage, one has to watch woke garbage first. You're confusing boycotting Disney all together and stating that their product is woke garbage.
And what's your excuse for all the massive Disney layoffs??
Hard to say.
Disney is primarily a youth oriented brand. But people who HAVE money to spend on their kids are generally having fewer kids. Disney went woke in part to capitalize on the high youth populations in Africa and the Middle East, but those countries are being rapidly left behind by inflation and automation. Doesnt matter how popular Disney becomes in Ghana if the whole population is starving. Theres no profit to be made.
Theyre probably gonna have to hope grown men in the developed world still want the basic fantasy stuff they put out, and theyll also need everyday Americans to still wanna sit and watch Dancing With the Stars on Wednesday night, a WNBA game on Thursday Night, and The View on Friday morning.
Will they? I dunno. Wont surprise me if they do, wont surprise me if they stop.
In the very long term, (which at this stage of humanity can be considered 20 years or more), society will simply not function in a way conducive for Disney to profit from. The company may still exist, but all corporate business models will be changed by then and probably will not compete for profits in a direct sense.
[QUOTE=Off the Court;14815230][IMG]https://www.statista.com/graphic/1/224397/quarterly-revenue-of-the-walt-disney-company.jpg[/IMG]
Don't let home made YouTube videos fool you. Disney is an absolute beast with growing revenue.
They own a ton of shit and not all of their ventures can be winners, so they might be taking some Ls here and there and forced to sell the failed assets, but overall they are still a massive power house and making huge profits.[/QUOTE]
Revenue doesn’t equal profits though. And the biggest measure of success/failure of a public company is its stock price and at the current price the stock is close to the lows it had in the middle of the Covid lockdowns. Over the last 5 and 10 year periods it has significantly underperformed the market and all that underperformance came in the last 1 1/2 or so. If you bought the stock at the Covid lows, you’d be up 5-7% right now. If you bought the SP500 at the Covid low, you’d be up over 100%.
[QUOTE=Spuddywebby;14815250]Revenue doesn’t equal profits though. And the biggest measure of success/failure of a public company is its stock price and at the current price the stock is close to the lows it had in the middle of the Covid lockdowns. Over the last 5 and 10 year periods it has significantly underperformed the market and all that underperformance came in the last 1 1/2 or so. If you bought the stock at the Covid lows, you’d be up 5-7% right now. If you bought the SP500 at the Covid low, you’d be up over 100%.[/QUOTE]
5 seconds trip to Google and found this graph:
[IMG]https://businessmodelanalyst.com/wp-content/uploads/2023/05/Disney-Profit-chart-bar-1024x576.jpg[/IMG]
Yeah, it was going great for Disney until the pandemic hit. :ohwell:
[QUOTE=FultzNationRISE;14815247]Hard to say.
Disney is primarily a youth oriented brand. But people who HAVE money to spend on their kids are generally having fewer kids. Disney went woke in part to capitalize on the high youth populations in Africa and the Middle East, but those countries are being rapidly left behind by inflation and automation. Doesnt matter how popular Disney becomes in Ghana if the whole population is starving. Theres no profit to be made.
Theyre probably gonna have to hope grown men in the developed world still want the basic fantasy stuff they put out, and theyll also need everyday Americans to still wanna sit and watch Dancing With the Stars on Wednesday night, a WNBA game on Thursday Night, and The View on Friday morning.
Will they? I dunno. Wont surprise me if they do, wont surprise me if they stop.
In the very long term, (which at this stage of humanity can be considered 20 years or more), society will simply not function in a way conducive for Disney to profit from. The company may still exist, but all corporate business models will be changed by then and probably will not compete for profits in a direct sense.[/QUOTE]
You're a wise man. But what do you mean by "corporate business models will be changed" and "will not compete for profits in a direct sense"? I haven't much knowledge of economics, but why would things change? What's coming?
[video=youtube;cueB7j4ZGrM]https://www.youtube.com/watch?v=cueB7j4ZGrM&ab_channel=JamesBlunt[/video]
If I was running the show, I'd pull back on the "woke" stuff. I would bring back the token era in cinema for a while to rebuild the brand. The main characters of tentpole franchises - animated and live-action - would all be white males and females. Not because I'm racist but because of audience demographics and economics.
Save the "woke" stuff for the Oscar-bait films and arthouse stuff. At least until the brand recovers somewhat.
[QUOTE=Im Still Ballin;14815264]You're a wise man. But what do you mean by "corporate business models will be changed" and "will not compete for profits in a direct sense"? I haven't much knowledge of economics, but why would things change? What's coming?
[/QUOTE]
[I]More details available on Patreon…[/I]
[QUOTE=BurningHammer;14815261]5 seconds trip to Google and found this graph:
[IMG]https://businessmodelanalyst.com/wp-content/uploads/2023/05/Disney-Profit-chart-bar-1024x576.jpg[/IMG]
Yeah, it was going great for Disney until the pandemic hit. :ohwell:[/QUOTE]
I don’t even really care about the work stuff, at least in movies. If they want a black Snow White and no dwarves, don’t care, the market will tell them if it was a good idea or not. What does bother me about Disney (and Apple and Tesla and…) is their insistent genuflection in front of the Chinese altar.
Musk did an interview recently and was asked about Taiwan/China. He responded that we don’t need to read between the lines, China is telling us that they will reunite Taiwan with the Mainland so it’s only a matter of time. So knowing this and again, so do a bunch of other very large American companies, they still bow down to China and change movies, give up technology, put cash in the government coffers etc. You can make the case that Taiwan Semiconductor is one of the top 5 most important companies in the world. Why are these American companies happily enriching a government that does what China does? Will Musk and Tim Cook be on the front lines defending Taiwan when the time comes? In the last 10 years or so, the Chinese military has grown 5x. We are basically funding a military that we may one day need to face. That’s a bit of a bigger problem than woke movies.
Worst thing Disney did was buy Vice. I remember discovering Vice in the early 2010's and was blown away with the documentaries and stories they did. Once they went woke it completely destroyed them. They filed for bankruptcy a couple of months ago.
They need to cut out the crap properties and go lean for a bit. Focus purely on profit - **** trying to influence society for now. Display some bipartisan flavor in their media for a few years.
[QUOTE=Spuddywebby;14815250]Revenue doesn’t equal profits though. And the biggest measure of success/failure of a public company is its stock price and at the current price the stock is close to the lows it had in the middle of the Covid lockdowns. Over the last 5 and 10 year periods it has significantly underperformed the market and all that underperformance came in the last 1 1/2 or so. If you bought the stock at the Covid lows, you’d be up 5-7% right now. If you bought the SP500 at the Covid low, you’d be up over 100%.[/QUOTE]
First off their last earnings reports shows profit growth over 100% from last year. But second overall revenue is more telling than profit. Lack of profit could just mean they are investing more into the company. If overall revenue is growing that means the company is healthy.
Stock prices mean little and can be massively over valued or under valued.
[QUOTE=Off the Court;14815274]First off their last earnings reports shows profit growth over 100% from last year. But second overall revenue is more telling than profit. Lack of profit could just mean they are investing more into the company. [b]If overall revenue is growing that means the company is healthy.[/B]
Stock prices mean little and can be massively over valued or under valued.[/QUOTE]
Not true at all. If increased revenue is the result of an abruptly inflated dollar, while costs are going up and overall brand marketshare is going down, the company is probably not healthy.
I know it’s your shtick on this account to be a woke contrarian Jizzo, but come on.
[QUOTE=FultzNationRISE;14815275]Not true at all. If increased revenue is the result of an abruptly inflated dollar, while costs are going up and overall brand marketshare is going down, the company is probably not healthy.
I know it’s your shtick on this account to be a woke contrarian Jizzo, but come on.[/QUOTE]
Inflation helped corporate giants like Disney more than anyone else, all of their assets inflated.
Inflation split the haves and the have-nots. Rich got richer and the poor got poorer.
[QUOTE=Off the Court;14815274]First off their last earnings reports shows profit growth over 100% from last year. But second overall revenue is more telling than profit. Lack of profit could just mean they are investing more into the company. If overall revenue is growing that means the company is healthy.
Stock prices mean little and can be massively over valued or under valued.[/QUOTE]
I don’t care enough about this so I won’t drag this out but you are incorrect in both that revenue is more important (it is more important than profit in growth and emerging technology companies, of which Disney is neither) and that Disney could be reinvesting profits into the company (they are not, they are actually divesting in some areas and have come to the realization that Disney plus will not catch up to Netflix anytime soon).
Stock prices mean a lot. Short term moves are irrelevant but a stock down in a 5 year period when the market is up triple digits effects it’s ability for things like takeovers, compensation of top employees/executives, allows large shareholders to pressure the board to do something that may not be in the company’s best interest long term etc.
From what I can see, the stock price is down simply because it was previously overvalued. Perhaps now it is undervalued
If you want to ignore overall revenue and focus on profits that is up as well. But also from what I can see Disney has invested tons in side projects. Again that affects profit, and some of those ventures failed, but doesn't mean the company is about to die.
Superheros will always be a thing. Maybe MCU is losing its luster but they aren't going to disappear.
You still haven't explained the reason for all the layoffs despite these "profits" you speak of.
Kim possible was an awesome cartoon and toy story was a good movie.
[QUOTE=Axe;14815380]Kim possible was an awesome cartoon and toy story was a good movie.[/QUOTE]
Grow up.
No u!
[QUOTE=Patrick Chewing;14815386]Grow up.[/QUOTE]
We don't even grow up enough to get out of this place. :ohwell:
I vaguely recall seeing Chewing mention that he subscribes to Disney+.
These guys never put their money where their mouth is.
They fukked up Star Wars, drove the final nail into Indiana Jones, shoved identity politics in the MCU while diluting that brand with a series of mostly 'meh' Disney plus shows( as admitted by none other than Bob Iger). I don't know where they go from here, but growing up in the 80's/90's when the name 'Disney' was pretty much platinum and anything they produced printed money, it's been quite the spectacular fall from grace, at least in terms of perception.
Is there a realistic company out there that can make Disney an offer for their LucasFilms projects? Primarily their Star Wars projects. I mean, selling off the LucasFilms wing of Disney would be a huge embarrassment to them, but it will allow them to focus on other projects they're actually good at and perhaps not be stretched too thin.
Apple will come in and purchase Disney…..
[QUOTE=Off the Court;14815278]Inflation helped corporate giants like Disney more than anyone else, all of their assets inflated.
Inflation split the haves and the have-nots. Rich got richer and the poor got poorer.[/QUOTE]
Yes but some of these businesses that got richer in the short term, like Disney, have a general profit model that requires a broad middle class to do business with. You cant sell things to people with no money.
Youre talking short term, not long term. Short term is your brain releasing a bunch of dopamine and suddenly you feel good. Long term is it’s because youre drowning and about to die.
Disney has been on fire lately... the recent little mermaid remake was one of the best movies of the year, and their upcoming live action film "Yellow snow and the 7 lgbtqia+ bipocs of average height" looks like a film people will be talking about for decades to come
[IMG]https://i.dailymail.co.uk/1s/2023/07/14/12/73217161-0-image-a-155_1689335676216.jpg[/IMG]
[QUOTE=Nanners;14816403]
[IMG]https://i.dailymail.co.uk/1s/2023/07/14/12/73217161-0-image-a-155_1689335676216.jpg[/IMG][/QUOTE]
Looks like the line at a Starbucks bathroom.
[QUOTE=FultzNationRISE;14816412]Looks like the line at a Starbucks bathroom.[/QUOTE]
these photos were actually taken in front of a gender reassignment clinic
[QUOTE=Patrick Chewing;14816205]Is there a realistic company out there that can make Disney an offer for their LucasFilms projects? Primarily their Star Wars projects. I mean, selling off the LucasFilms wing of Disney would be a huge embarrassment to them, but it will allow them to focus on other projects they're actually good at and perhaps not be stretched too thin.[/QUOTE]
Funny enough I've heard rumblings of George Lucas buying it back, but I can't imagine at this stage in his life he'd have any interest in creative control. Star Wars was always at its best when it came out then went away for a number of years. As far as a company buying it, it would probably have to be something on the scale of Amazon ( which, I can't say actually improves the perception of the IP at this point).
[QUOTE=Phoenix;14816423]Funny enough I've heard rumblings of George Lucas buying it back, but I can't imagine at this stage in his life he'd have any interest in creative control. Star Wars was always at its best when it came out then went away for a number of years. As far as a company buying it, it would probably have to be something on the scale of Amazon ( which, I can't say actually improves the perception of the IP at this point).[/QUOTE]
It would be beyond hilarious if Amazon bought star wars and then gave it the rings of power treatment...
[QUOTE=Nanners;14816430]It would be beyond hilarious if Amazon bought star wars and then gave it the rings of power treatment...[/QUOTE]
Funny I was thinking that when I mentioned them...
[QUOTE=FultzNationRISE;14816412]Looks like the line at a Starbucks bathroom.[/QUOTE]
:lol:
[QUOTE=Phoenix;14816423]Funny enough I've heard rumblings of George Lucas buying it back, but I can't imagine at this stage in his life he'd have any interest in creative control. Star Wars was always at its best when it came out then went away for a number of years. As far as a company buying it, it would probably have to be something on the scale of Amazon ( which, I can't say actually improves the perception of the IP at this point).[/QUOTE]
This is just a wild conspiracy theory of mine and I have no evidence to back this up, but part of me thinks Lucas was extorted when it came to selling Star Wars.
I don't know what they had on him, but I always thought it was strange that he donated the $4 billion he received from the sale to some education reform charity. Like huh? That is why you sold your media empire and life's work? You're that much of a philanthropist? I don't buy it. Probably some dummy company set up by Disney so that he could "donate" the money back to them.
In the initial announcement video featuring him and Kathleen Kennedy, he said he just wanted to retire and didn't want to run a corporation anymore. Okay fine, but why do you have to sell everything? Why not just stay on as a silent partner? It's just really, really weird.
Then you take into account how vocal he was in Disney's mishandling of everything, and how he referred to them afterwards as "white slavers". Lots of animosity there for someone who was so gung ho about selling to them.