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  1. M

    D&D Movie/TV D&D Movie Hit or Flop?

    Their most recent 10-Q "Impairment of Film and TV Reporting Unit During the second quarter of 2023, the Company determined that a triggering event occurred following a downward revision of the Company's financial forecast for its Film and TV business, driven by challenging industry conditions...
  2. M

    D&D Movie/TV D&D Movie Hit or Flop?

    At this point there is not much more I can see that can be added to this topic. It seems very straitforward to me. Box office receipts and estimated streaming revenue resulted in a $25M write-off for Hasbro. There is no question that the company with the most information and a brand new CFO...
  3. M

    D&D Movie/TV D&D Movie Hit or Flop?

    Just the accounting explanation in the write-off, which you grabbed the wrong body of work. Goodwill impairment is different than what is basically an inventory write-off. Hasbro stock was up - the sale of e-one was. Or a complete disaster and the forecasted revenue is poorer than initial...
  4. M

    D&D Movie/TV D&D Movie Hit or Flop?

    I am not sure why you added a whole bunch of irrelevant accounting to your analysis. Plus, the $25M of assets was clearly identified - production costs of the D&D movie. I am an accountant and impairment of goodwill really is not relevant. This was not a acquisition. Part of the cost of the...
  5. M

    D&D Movie/TV D&D Movie Hit or Flop?

    “The company said its margins at its entertainment segment are expected to decline due to industry strikes as well as a $25 million “Dungeons & Dragons: Honor Among Thieves” production asset impairment charge.” Their estimates of future revenue obviously did not cover the asset they had (cost)...
  6. M

    D&D Movie/TV D&D Movie Hit or Flop?

    The Paladin scene was the one I liked the most in the whole movie. He was obviously the DM’s character dropped into the adventure to make getting the quest object possible and he was a great representation of the better than you and holier than though old school Paladin.
  7. M

    D&D Movie/TV D&D Movie Hit or Flop?

    I am not sure why Mistwell is demanding to know a poster's credentials (I guess job or resume). It is not like they posted a link to their Linkedin page when they made strong claims as well. In that same post they make claims showing why industry experts (media) are saying that the movie was a...
  8. M

    D&D Movie/TV D&D Movie Hit or Flop?

    Disney stock took a big hit today and streaming costs are a reason. I think the new wisdom about this value that steaming services provide is starting to take a hit.
  9. M

    D&D Movie/TV D&D Movie Hit or Flop?

    Despite my back and forth with Mistwell (I still disagree with the position that box office does not matter), I can look at recent behaviour for streaming spending. $200M for The Tommorrow War $70M to $90M for Army of the Dead Not to mention the huge $$$ spent on shows like the new Lord of the...
  10. M

    D&D Movie/TV D&D Movie Hit or Flop?

    No, you keep replying to my posts saying that the movie was a BOX OFFICE failure by saying that 2x the cost is wrong to determine if the movie was a BOX OFFICE failure. If there is a magical number to apply to the box office tax that makes the $250M movie not a BOX OFFICE failure, then please...
  11. M

    D&D Movie/TV D&D Movie Hit or Flop?

    I guess you are not used to the effects of a sliding scale? Nor have you read the many links in this thread from the press all using 50%? I am constantly forecasting larger numbers as paert of my daily job, and 50% is pretty good as a top level estimate for box office revenue. Once you get...
  12. M

    D&D Movie/TV D&D Movie Hit or Flop?

    Just about every article, including in the main industry magazines use 50% as the normal approximation. So, again you dismiss standard numbers with zero proof of what is the right one. How ouch of the total did the movie make in week one? So places, like China, the take for the producers is...
  13. M

    D&D Movie/TV D&D Movie Hit or Flop?

    To be clear, take box office and divide by 2 for how much money goes to the movie. Ignoring marketing $151M means $302M to break even from the box office proceeds. Roughly $200M in box office means $100M more needed in box office to break even or a $50M hole. Ignoring marketing, I think a $50M...
  14. M

    D&D Movie/TV D&D Movie Hit or Flop?

    Unless you work at Paramount or Hasbro/eOne, you are guessing as much as anyone else in this thread how much it made from streaming. So there is no absolute that it made money, especially for Paramount who would be paying for the steaming but does not have the subscription revenue yet to match...
  15. M

    D&D Movie/TV D&D Movie Hit or Flop?

    I thought the movie was good and glad I went to go see it. Unfortunately, not enough people agreed and it did poorly at the box office. I think that as much as Mistwell put up a formula, there generally is a correlation between the value for streaming and box office performance. We are now...
  16. M

    M.A.R. Barker, author of Tekumel, also author of Neo-Nazi book?

    I don’t begrudge anyone playing it. I played for a short while in a campaign run by one of the Foundation leaders who had played in Barker’s game and I detected zero of such crap in either the game or the banter around it. I just feel that the guy that wrote it was a practicing Nazi and it was...
  17. M

    M.A.R. Barker, author of Tekumel, also author of Neo-Nazi book?

    I doubt that anyone in the current Foundation shares any of the Nazi beliefs. I also think they knew much sooner and did nothing until they had no choice.
  18. M

    M.A.R. Barker, author of Tekumel, also author of Neo-Nazi book?

    I find that hard to believe. The relationship was more than just playing in his game for some of them, some of them have poured over Barker's private papers for years, and the allegation was known for quite a while before it flared into full public view. I think that the current public statement...
  19. M

    M.A.R. Barker, author of Tekumel, also author of Neo-Nazi book?

    I put my books away. I can seperate the artist from the work, but the organization that continues to publish the work knew about the allegations a long time before it became widely public and I decided that their reaction rang false. I appreciate that it is not being hidden any longer (link...
  20. M

    M.A.R. Barker, author of Tekumel, also author of Neo-Nazi book?

    https://www.tekumelfoundation.org/post/the-tekumel-foundations-board-of-directors-statement-on-serpents-walk This was posted at the time the news came out publically. I have not seen anyone argue that the allegations were not true for quite a while.
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