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Disney- The Past, Present, and Future with the Ouster of Bob Chapek
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<blockquote data-quote="Snarf Zagyg" data-source="post: 8843000" data-attributes="member: 7023840"><p>As an addendum to the above, what is interesting to the majority of people here is what it means for Disney IP in terms of movies and streaming.</p><p></p><p>The good news is that Iger is widely considered a visionary and leader in media; at a minimum, he will undo some of the reputational damage inflicted by Chapek and rebuild some of the important relationships.</p><p></p><p><em>But</em> he comes back at a very different time in terms of the economics of the industry. What killed Chapek, in the end, was the disastrous earnings. Iger will be given a lot of rope ... but this isn't the halcyon days of yore when a company's stock was pushed into the stratosphere by subscriber growth alone. </p><p></p><p>If you read behind the lines of his silvery words at his Town Hall, its seems obvious. He is talking about a focus on creativity- on more quality, less quantity. And on cost structures.</p><p></p><p>Translation- go back to making profits before streaming (release to theaters, then window, then streaming ... and maybe longer delay for streaming). And start making fewer shows ... and probably concentrate on "quality" (aka, shows that drive viewership) on Disney+. </p><p></p><p>In other words, expect the firehose of content to be dialed down.</p></blockquote><p></p>
[QUOTE="Snarf Zagyg, post: 8843000, member: 7023840"] As an addendum to the above, what is interesting to the majority of people here is what it means for Disney IP in terms of movies and streaming. The good news is that Iger is widely considered a visionary and leader in media; at a minimum, he will undo some of the reputational damage inflicted by Chapek and rebuild some of the important relationships. [I]But[/I] he comes back at a very different time in terms of the economics of the industry. What killed Chapek, in the end, was the disastrous earnings. Iger will be given a lot of rope ... but this isn't the halcyon days of yore when a company's stock was pushed into the stratosphere by subscriber growth alone. If you read behind the lines of his silvery words at his Town Hall, its seems obvious. He is talking about a focus on creativity- on more quality, less quantity. And on cost structures. Translation- go back to making profits before streaming (release to theaters, then window, then streaming ... and maybe longer delay for streaming). And start making fewer shows ... and probably concentrate on "quality" (aka, shows that drive viewership) on Disney+. In other words, expect the firehose of content to be dialed down. [/QUOTE]
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