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19 hours ago, AimingforYoko said:

 

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Walt Disney Co. Executive Chairman Bob Iger saw his pay decline 56% to $21 million last year

Ha. Still an exorbitant salary, but 56% is a big cut. I hope he was living below his means. 

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16 minutes ago, Irlandesa said:

Wow.  I'm surprised; especially since this was one of the rare mid-budget breakouts at the theaters.  Will cinema only be left for the boring blockbuster? 

I could see where it becomes blockbuster or arthouse for exhibition and streaming for the rest. 

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Netflix acquires Knives Out 2 and 3 for pocket change.

I have a dumb question.  How does Netflix make any money?  I was listening to a podcast and they estimated that each Knives Out sequel would have to gross around 300 million to generate a profit.  For reference the original grossed about 311 million world wide so that number is doable in a traditional theatrical release format.  Netflix hasn't made their IP available for wide release in the past, however.  Just their awards contenders in select markets for a week or two to gain eligibility.  I just don't see how their model is sustainable via subscriptions alone.  At some point you're going to hit a wall.  Hulu, Apple TV, Amazon Prime, Peacock, Disney+, Paramount, etc are all either part of larger corporations or in the case of Hulu have been acquired by one.  And Amazon Studios does send some of their originals out for wide release anyway.  Warner Bros/HBO are not only also vertically integrated, but the Warner Brother movies are still available a la carte in the theaters or on VOD, PVOD, or via home media.  Ideally, I'm sure AT&T would love it if you had an HBO max subscription and saw Godzilla vs Kong in the theater, but they're getting your money even if you just see it in the theater or rent it on demand.  I don't see how Netflix doesn't start going the hybrid route or offering PVOD a la carte rentals as well.   

Edited by kiddo82
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6 hours ago, kiddo82 said:

How does Netflix make any money?

190,000,000 x $13/month (avg) = $2.47b/month.

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2 hours ago, AimingforYoko said:

190,000,000 x $13/month (avg) = $2.47b/month.

Well, shit.  That's a lot of money.

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9 hours ago, kiddo82 said:

I was listening to a podcast and they estimated that each Knives Out sequel would have to gross around 300 million to generate a profit.

Is this assuming each has a 200 million dollar budget? 

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19 hours ago, Irlandesa said:

Is this assuming each has a 200 million dollar budget? 

I re-listened and that's only assuming a 40 million dollar budget per movie.  They were adding in what the original cost plus the price of the acquisition.  And now that I think about it that math doesn't make sense.  40 million (and one would assume the sequels would demand a higher budget than the original) plus 225 million means that at 300 million you're not even breaking even factoring in the cost of marketing.  It should be noted that these guys aren't insiders.  They were pretty much just spitballing.  It was on the last epsiode of Movie Marathoners.

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I understand that Disney+ plus uses the acquired  Indian app Hotstar so that 30 % of Disney's subscribers are from India.

That is the next big thing to see, how the international market pans out.   I do think Netflix still has a huge headstart advantage in how "international'  their model is, as  as far as content and variety of programming.

Where else can I can see a Finnish detective series and then switch to a South African  drama and peruse  the first season of a Spanish singing competition, while also having a South Korean situation comedy in my watchlist?  

It was obvious Netflix were not going to continue be the only game in town, but for example, getting this new deal where they get SONY movies , etc shows how they mix original programming while still trying to get synergy with new releases by traditional production companies.  

Without a doubt there will be financial fallout from all these new streamers coming out, but  I'm not surprised Disney grew as fast as they did with their huge  archive inventory and they have the big pockets, however I do think that the demise of Netflix predicted by some is premature.   They grew too fast & too large before others finally  responded.

 

Edited by caracas1914
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45 minutes ago, caracas1914 said:

I do think that the demise of Netflix predicted by some is premature.

Demise is far too strong a word. They might someday be eclipsed by Disney+, once all Disney's IPs have shows coming out in a continuous pipeline. The fact they're halfway to Netflix's subs in a year and a half is pretty damn impressive.

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24 minutes ago, AimingforYoko said:

Demise is far too strong a word. They might someday be eclipsed by Disney+, once all Disney's IPs have shows coming out in a continuous pipeline. The fact they're halfway to Netflix's subs in a year and a half is pretty damn impressive.

 

Like I said I'm not at all surprised Disney+ made a huge splash.  Will they surpass Netflix?  I think it depends if they can get deals in place like what they got in India, but again Netflix is trying to penetrate as much those same markets.

So Netflix projected  to have 205 million subscribers by April 1, and domestically in the US  it's  already increased their pricing as was expected,  while Disney+ practically gave it away to get new subscribers at least here in the States, which was a smart move, but  it will be interesting what happens going forward when they inevitably Disney has to raise prices.

The genuine growth is in the international market, and that's anybody's guess how that will look 3-5 years from now.  

Can anyone crack the China Market with the Governments' tightly controlled social media policy?   

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1 minute ago, caracas1914 said:

Can anyone crack the China Market with the Governments' tightly controlled social media policy? 

Well, Disney does have a history of caving toworking with the Chinese gov't.

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On 4/13/2021 at 2:09 PM, caracas1914 said:

Like I said I'm not at all surprised Disney+ made a huge splash.  Will they surpass Netflix?  I think it depends if they can get deals in place like what they got in India, but again Netflix is trying to penetrate as much those same markets.

Internationally, Disney is launching Disney+ Star as the international equivalent to Disney+ and Hulu which is going to help them to compete with Netflix globally. They also just had their first price increase so it will be interesting to see what their subscriber numbers will be by the end of this year. 

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Variety article on the potential WarnerMedia and Discovery combo

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Multiple sources said the deal under discussion was a joint venture that would merge AT&T’s media assets — primarily the collection of networks and the storied Warner Bros. studio — with Discovery’s collection of domestic and international cable channels, anchored by Discovery, TLC, Animal Planet and OWN as well as lifestyle juggernauts Food Network and HGTV.

I don’t know what to make of this.  I guess it’s yet another sign that getting a streaming edge rules all else since the article references the focus on HBO Max and Discovery Plus.

Edited by Peace 47
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16 hours ago, Peace 47 said:

Variety article on the potential WarnerMedia and Discovery combo

I don’t know what to make of this.  I guess it’s yet another sign that getting a streaming edge rules all else since the article references the focus on HBO Max and Discovery Plus.

I think it’s more a sign that AT&T is massively in debt and has no clue how to manage WarnerMedia.  

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Henry Cavill is going to be starring in  Highlander reboot.

 

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I am not a fan of WW and The Chocolate Factory but I like Chalamet and the director is behind The Paddington movies.

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On 5/26/2021 at 9:36 AM, AimingforYoko said:

Amazon officially buys MGM (and James Bond*) for $8.45b.

*-MGM only owns 50% of the Bond franchise, the Broccolis own the other 50%.

Wow that is a lot, especially since my understanding is that pretty much all of the MGM classic movie library is owner by Warner Brothers since Ted Turner bought it in the 80's. I mean Disney only paid $4 billion for Lucasfilm.

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