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Link Posted: 2/29/2024 11:17:13 AM EDT
[#1]
Oof.  That's a big hit.

We have a son-in-law who's a cast member.  Free entry and half-price food.  When we visit, the park is a really common destination, even just for lunch (go in for lunch, leave).  It's hard to imagine funding a multiday visit for 7 at those prices.
Link Posted: 2/29/2024 11:22:22 AM EDT
[#2]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Mal_means_bad:
Bob Iger cut his Disney stake more than 80% in the past year

One year ago, Iger owned around a million shares, worth over $97.2 million. On last look, he owned less than 187,000 shares, a decline of about 844,00 or so shares. The value of the stake plunged around 80.2% to more than $19.2 million.

The question that may be foremost in many investors' minds is whether CEO Bob Iger is preparing to pack it in and let someone else take up the reins of reviving Disney. But of course, as mentioned, insiders sell shares for a variety of reasons. Time may tell what Iger is thinking or whether he knows something we don't.
View Quote

Not quite true. He had the 844,000 shares back in the beginning of 2022 (2 years ago,) and now has around 150,000 shares. People are confused because a CEO would have to file a Form 4 to sell that many shares.

Apparently Bob reduced his position by 90% during his short stint of retirement, and therefore didn't have to file the Form 4 when selling his shares.

According to the SEC filings, he had direct ownership of 166,166 shares at the end of 2022, and almost 184,260 shares in January of 2024.
Link Posted: 2/29/2024 12:26:47 PM EDT
[#3]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By cool-e:
Why do Hipsters keep writing US currency as 886$ ?   It $886.  The $ goes in the FRONT.
View Quote


Everything must change.
Link Posted: 2/29/2024 12:54:03 PM EDT
[#4]
To think, i am not interested even if it were free.

Link Posted: 2/29/2024 1:36:50 PM EDT
[#5]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Mal_means_bad:
Iger didn't sell 80% of his stock, he sold 94%
https://www.youtube.com/watch?v=e_a-J9hmg-c
View Quote

Robbing that for the OP. Totally your fault.
Link Posted: 2/29/2024 1:37:41 PM EDT
[#6]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By cool-e:
Why do Hipsters keep writing US currency as 886$ ?   It $886.  The $ goes in the FRONT.
View Quote

I was completely unaware of this.

Also ... uh ...

I don't care.
Link Posted: 3/4/2024 11:37:57 PM EDT
[#7]
https://www.hollywoodreporter.com/business/business-news/trian-peltz-disney-whitepaper-released-1235842501/
Disney Activist Investor Trian Unveils 130-Page Memo Taking Aim at Bob Iger’s Strategy

Among the suggestions from the Nelson Peltz-led firm are to "right-size" expenses in both Disney's studio business and its linear TV networks.
By Alex Weprin arch 4, 2024 1:10pm

Trian Partners is revealing more detail on its plans to shake up Disney, should founder Nelson Peltz and fellow nominee Jay Rasulo be elected to Disney’s corporate board next month.

As part of its ongoing proxy fight with Disney, Trian published a 130-page whitepaper, accusing Disney’s current board of directors of being “the root cause of Disney’s underperformance” in recent years.

But while much of the paper assigns blame to the board and reiterates many of the claims made by Trian previously, it also offers suggestions for what the company should do, and what Peltz and Rasulo would push for, should they win board seats at Disney’s April 3 annual meeting.

Among the suggestions are to “right-size” both Disney’s studio business and its linear TV networks.

“We believe that it is unlikely that Disney can realize its full potential if it refuses to sufficiently right-size expenses in legacy businesses that are growth challenged,” Trian writes. That includes spinning out or finding strategic partners for Disney’s legacy linear TV networks, arguing that it would improve the corporate balance sheet and would “improve morale” at the linear networks “by giving management and employees more control over their destiny.”

Trian also argued that Disney+ and Hulu should be fully consolidated (and that Hulu should not be relegated into a tile within Disney+), that the company should explore expanded opportunities to bundle alongside other media companies, and that it should evaluate the viability of Hulu With Live TV.

Trian says that it is “skeptical” of ESPN’s viability as a stand-alone streaming service and that he company should “scale back ESPN’s DTC plans and focus on maximizing the value of ESPN+ and the existing linear business.”

Disney’s other activist, Jason Aintabi’s Blackwells, has offered suggestions of its own, including spinning out Disney’s real estate holdings into a Real Estate Investment Trust (a REIT), and using AI to create characters and expand the company’s parks business.

Disney has responded by leaning on Professor Ludwig Von Drake (he’s Donald Duck’s uncle) to try and educate shareholders about the vote, with CEO Bob Iger also using the February earnings call to announce a slew of new projects, including an animated Moana sequel, and a $1.5 billion deal with Epic Games. The grandchildren of Walt Disney and Roy O. Disney also wrote letters in support of Iger in his board seat battle.
View Quote


Here's the whitepaper:

https://restorethemagic.com/wp-content/uploads/2024/03/Disney-Trian-White-Paper-2024.pdf

We believe the root cause of Disney’s underperformance is a Board that suffers from a culture that impedes oversight and lacks accountability. The Directors, despite having seemingly impressive resumes and individual accolades, in our view, lack focus, alignment and accountability – causing the Board to fail at fulfilling its primary responsibilities.






And they whack them for having a conformist corporate culture and are saying they'd look into the studio culture and look into who's leading studios.

KK just felt someone walk across her grave.
Link Posted: 3/11/2024 10:15:09 PM EDT
[#8]
Unfortunately, it's a vimeo video, so I can't make it play on this site.

https://player.vimeo.com/video/920309359

Total video time is about 32 minutes.

Here's the link to where they have it on their site: https://restorethemagic.com/virtual-town-hall-disney-shareholders-ask/

They are answering questions that seem to be from investors and outsiders about what they would do to fix the situation. There is a transcript, but the player will *not* let me copy it (which is stark raving insane).

All in all, pretty mild in tone, hits on the bigger problems, and it makes iger and his lackeys look like insane fools for fighting them.
-----------------------
I STILL have not seen the final costs for the hulu buyout yet. Not so much as a peep.
Link Posted: 3/16/2024 1:44:03 PM EDT
[Last Edit: FlashMan-7k] [#9]
Disney is using accounting tricks in their sec filing and if you read the fine print they may well have LOST money on the entire star wars franchise.

Disney bought SW for 4.05 bn. They say they've made 12 Bn (before taxes and costs).

When you add up the costs on the movies, live action shows, galaxy's edge (1.1b x 2), the galactic starcruiser (reputedly 700m - but that's only their tax writeoff) and etc, they appear to have actually lost money.



Footnote 1:
Reflects the ratio between revenue and investment on titles released following disney's acquisition of the IP. Revenue reflects aggregate 10-year revenue streams, both generated and expected directly associated theatrical releases, including theatrical, home entertainment, TV (pay and free) and consumer products. Does not include derivative revenue streams, such as park attractions, nor does it include DTC originals associated with those franchises or pre-established franchise consumer products revenue. Investment reflects film production costs and print & advertising associated with the theatrical release of the tiles and in the case of animated titles it also includes production Overhead. Investment does not include any additional distribution costs or overhead.

...

Footnote 5:
The force awakens, rogue one, the last jedi, solo, the rise of skywalker.


They are having to anticipate income 10+ years past release AND eliminate the costs associated with the parks. We also are pretty darn sure their toy lines are falling down through the floorboards on profitability.

But note, in the graph on the slide, they are counting the income from things they say they are not counting the costs on.

Insult to injury, even if you just take their estimation, it's made less ROI than toy story and frozen.

Disney Accidentally Reveals Star Wars Lost Money: Kathleen Kennedy's Total Revenue's Revealed!
Link Posted: 3/27/2024 3:12:16 PM EDT
[#10]
https://flvoicenews.com/desantis-defeats-disney-in-court-again-as-legal-battles-draw-to-a-close-agreements-null-void/#:~:text=Under%20the%20agreement%2C%20Disney%20is,part%20of%20the%20legal%20battle.
LAKE BUENA VISTA, Fla. – Gov. Ron DeSantis’ office is celebrating another legal victory over Disney after a new settlement was reached between the state-appointed Central Florida board and the company on Wednesday.

Under the agreement, Disney is set to drop its lawsuit against the Central Florida Tourism Oversight District, and the district will drop its own lawsuit against Disney. Claims and counterclaims from both parties would be dismissed as well. Disney is also set to drop a public records effort part of the legal battle.

The legal battles were over last-minute, far-reaching restrictive covenants and agreements, which gave Disney broad power and developmental rights over its former self-governing improvement district of Reedy Creek, which was dissolved and replaced last year.
...
“[Disney] conceded that their last-minute development agreements are null, void, and unenforceable,” Griffin said. “No corporation should be its own government. Moving forward, we stand ready to work with Disney and the District to help promote economic growth, family-friendly tourism, and accountable government in Central Florida.”

“As usual, the media were wrong,” Griffin said.

The battles sparked in 2023 when the state-appointed board found out that Disney formulated agreements with the former Reedy Creek Improvement District as a last-minute insurance policy aiming to ward off influence of the new board.

The agreements were approved just before Florida lawmakers officially voted in favor of creating the new district.
Link Posted: 3/27/2024 3:15:03 PM EDT
[Last Edit: killstick_engaged] [#11]


They deserve everything they're getting and more.
Link Posted: 3/27/2024 3:40:37 PM EDT
[#12]
want to see them financially destitute, burnt to the ground, if you will.
Link Posted: 3/27/2024 3:44:49 PM EDT
[#13]
Mickey is a big fat rat.
Link Posted: 3/27/2024 4:37:24 PM EDT
[#14]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By FlashMan-7k:
https://flvoicenews.com/desantis-defeats-disney-in-court-again-as-legal-battles-draw-to-a-close-agreements-null-void/#:~:text=Under%20the%20agreement%2C%20Disney%20is,part%20of%20the%20legal%20battle.
LAKE BUENA VISTA, Fla.   Gov. Ron DeSantis' office is celebrating another legal victory over Disney after a new settlement was reached between the state-appointed Central Florida board and the company on Wednesday.

Under the agreement, Disney is set to drop its lawsuit against the Central Florida Tourism Oversight District, and the district will drop its own lawsuit against Disney. Claims and counterclaims from both parties would be dismissed as well. Disney is also set to drop a public records effort part of the legal battle.

The legal battles were over last-minute, far-reaching restrictive covenants and agreements, which gave Disney broad power and developmental rights over its former self-governing improvement district of Reedy Creek, which was dissolved and replaced last year.
...
"[Disney] conceded that their last-minute development agreements are null, void, and unenforceable," Griffin said. "No corporation should be its own government. Moving forward, we stand ready to work with Disney and the District to help promote economic growth, family-friendly tourism, and accountable government in Central Florida."

"As usual, the media were wrong," Griffin said.

The battles sparked in 2023 when the state-appointed board found out that Disney formulated agreements with the former Reedy Creek Improvement District as a last-minute insurance policy aiming to ward off influence of the new board.

The agreements were approved just before Florida lawmakers officially voted in favor of creating the new district.
View Quote
Last three paragraphs:

"Iger, while still recently noting his sourness over DeSantis' actions, had still vowed to "quiet things down" and said he was "sorry" to see Disney "dragged" into a battle with Florida over the Parental Rights in Education Act.

The bill was the tipping point that kicked off Florida and DeSantis' war with Disney after the company vowed to get the law repealed, which aimed to keep young children from being indoctrinated with gender ideology and discussions around sexual orientation.

The parental rights law also recently held up in court."




Link Posted: 3/27/2024 4:53:23 PM EDT
[#15]
@FlashMan-7k

You make the best threads.
Link Posted: 3/27/2024 5:02:56 PM EDT
[#16]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Merlin:
Last three paragraphs:

"Iger, while still recently noting his sourness over DeSantis' actions, had still vowed to "quiet things down" and said he was "sorry" to see Disney "dragged" into a battle with Florida over the Parental Rights in Education Act.

The bill was the tipping point that kicked off Florida and DeSantis' war with Disney after the company vowed to get the law repealed, which aimed to keep young children from being indoctrinated with gender ideology and discussions around sexual orientation.

The parental rights law also recently held up in court."




View Quote View All Quotes
View All Quotes
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Merlin:
Originally Posted By FlashMan-7k:
https://flvoicenews.com/desantis-defeats-disney-in-court-again-as-legal-battles-draw-to-a-close-agreements-null-void/#:~:text=Under%20the%20agreement%2C%20Disney%20is,part%20of%20the%20legal%20battle.
LAKE BUENA VISTA, Fla.   Gov. Ron DeSantis' office is celebrating another legal victory over Disney after a new settlement was reached between the state-appointed Central Florida board and the company on Wednesday.

Under the agreement, Disney is set to drop its lawsuit against the Central Florida Tourism Oversight District, and the district will drop its own lawsuit against Disney. Claims and counterclaims from both parties would be dismissed as well. Disney is also set to drop a public records effort part of the legal battle.

The legal battles were over last-minute, far-reaching restrictive covenants and agreements, which gave Disney broad power and developmental rights over its former self-governing improvement district of Reedy Creek, which was dissolved and replaced last year.
...
"[Disney] conceded that their last-minute development agreements are null, void, and unenforceable," Griffin said. "No corporation should be its own government. Moving forward, we stand ready to work with Disney and the District to help promote economic growth, family-friendly tourism, and accountable government in Central Florida."

"As usual, the media were wrong," Griffin said.

The battles sparked in 2023 when the state-appointed board found out that Disney formulated agreements with the former Reedy Creek Improvement District as a last-minute insurance policy aiming to ward off influence of the new board.

The agreements were approved just before Florida lawmakers officially voted in favor of creating the new district.
Last three paragraphs:

"Iger, while still recently noting his sourness over DeSantis' actions, had still vowed to "quiet things down" and said he was "sorry" to see Disney "dragged" into a battle with Florida over the Parental Rights in Education Act.

The bill was the tipping point that kicked off Florida and DeSantis' war with Disney after the company vowed to get the law repealed, which aimed to keep young children from being indoctrinated with gender ideology and discussions around sexual orientation.

The parental rights law also recently held up in court."






They are getting what they deserve in good measure........
Link Posted: 3/27/2024 9:50:42 PM EDT
[#17]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By callmestick:
@FlashMan-7k

You make the best threads.
View Quote

Content is king ... I just get lucky sometimes, and it's not my fault at all.

Disney is tripping over all over itself trying to screw up more and more and more.

All I have to do is watch the news and say what's really obvious, the hardest part is trying to decide what idiot thing they've done is interesting or something people should know about.

Thanks.
Link Posted: 3/28/2024 8:58:28 AM EDT
[Last Edit: Merlin] [#18]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By cyclone:


They are getting what they deserve in good measure........
View Quote View All Quotes
View All Quotes
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By cyclone:
Originally Posted By Merlin:
Originally Posted By FlashMan-7k:
https://flvoicenews.com/desantis-defeats-disney-in-court-again-as-legal-battles-draw-to-a-close-agreements-null-void/#:~:text=Under%20the%20agreement%2C%20Disney%20is,part%20of%20the%20legal%20battle.
LAKE BUENA VISTA, Fla.   Gov. Ron DeSantis' office is celebrating another legal victory over Disney after a new settlement was reached between the state-appointed Central Florida board and the company on Wednesday.

Under the agreement, Disney is set to drop its lawsuit against the Central Florida Tourism Oversight District, and the district will drop its own lawsuit against Disney. Claims and counterclaims from both parties would be dismissed as well. Disney is also set to drop a public records effort part of the legal battle.

The legal battles were over last-minute, far-reaching restrictive covenants and agreements, which gave Disney broad power and developmental rights over its former self-governing improvement district of Reedy Creek, which was dissolved and replaced last year.
...
"[Disney] conceded that their last-minute development agreements are null, void, and unenforceable," Griffin said. "No corporation should be its own government. Moving forward, we stand ready to work with Disney and the District to help promote economic growth, family-friendly tourism, and accountable government in Central Florida."

"As usual, the media were wrong," Griffin said.

The battles sparked in 2023 when the state-appointed board found out that Disney formulated agreements with the former Reedy Creek Improvement District as a last-minute insurance policy aiming to ward off influence of the new board.

The agreements were approved just before Florida lawmakers officially voted in favor of creating the new district.
Last three paragraphs:

"Iger, while still recently noting his sourness over DeSantis' actions, had still vowed to "quiet things down" and said he was "sorry" to see Disney "dragged" into a battle with Florida over the Parental Rights in Education Act.

The bill was the tipping point that kicked off Florida and DeSantis' war with Disney after the company vowed to get the law repealed, which aimed to keep young children from being indoctrinated with gender ideology and discussions around sexual orientation.

The parental rights law also recently held up in court."






They are getting what they deserve in good measure........
I and my family used to love all things Disney. Now, I'd like to see it all burn down.  
Link Posted: 3/28/2024 3:30:57 PM EDT
[#19]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Merlin:
I and my family used to love all things Disney.  now, I'd like to see it all burn down.  
View Quote View All Quotes
View All Quotes
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Merlin:
Originally Posted By cyclone:
Originally Posted By Merlin:
Originally Posted By FlashMan-7k:
https://flvoicenews.com/desantis-defeats-disney-in-court-again-as-legal-battles-draw-to-a-close-agreements-null-void/#:~:text=Under%20the%20agreement%2C%20Disney%20is,part%20of%20the%20legal%20battle.
LAKE BUENA VISTA, Fla.   Gov. Ron DeSantis' office is celebrating another legal victory over Disney after a new settlement was reached between the state-appointed Central Florida board and the company on Wednesday.

Under the agreement, Disney is set to drop its lawsuit against the Central Florida Tourism Oversight District, and the district will drop its own lawsuit against Disney. Claims and counterclaims from both parties would be dismissed as well. Disney is also set to drop a public records effort part of the legal battle.

The legal battles were over last-minute, far-reaching restrictive covenants and agreements, which gave Disney broad power and developmental rights over its former self-governing improvement district of Reedy Creek, which was dissolved and replaced last year.
...
"[Disney] conceded that their last-minute development agreements are null, void, and unenforceable," Griffin said. "No corporation should be its own government. Moving forward, we stand ready to work with Disney and the District to help promote economic growth, family-friendly tourism, and accountable government in Central Florida."

"As usual, the media were wrong," Griffin said.

The battles sparked in 2023 when the state-appointed board found out that Disney formulated agreements with the former Reedy Creek Improvement District as a last-minute insurance policy aiming to ward off influence of the new board.

The agreements were approved just before Florida lawmakers officially voted in favor of creating the new district.
Last three paragraphs:

"Iger, while still recently noting his sourness over DeSantis' actions, had still vowed to "quiet things down" and said he was "sorry" to see Disney "dragged" into a battle with Florida over the Parental Rights in Education Act.

The bill was the tipping point that kicked off Florida and DeSantis' war with Disney after the company vowed to get the law repealed, which aimed to keep young children from being indoctrinated with gender ideology and discussions around sexual orientation.

The parental rights law also recently held up in court."




They are getting what they deserve in good measure........
I and my family used to love all things Disney.  now, I'd like to see it all burn down.  

Iger is doing a pretty good job of burning it down.
Link Posted: 3/28/2024 5:52:47 PM EDT
[#20]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By FlashMan-7k:

Iger is doing a pretty good job of burning it down.
View Quote View All Quotes
View All Quotes
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By FlashMan-7k:
Originally Posted By Merlin:
Originally Posted By cyclone:
Originally Posted By Merlin:
Originally Posted By FlashMan-7k:
https://flvoicenews.com/desantis-defeats-disney-in-court-again-as-legal-battles-draw-to-a-close-agreements-null-void/#:~:text=Under%20the%20agreement%2C%20Disney%20is,part%20of%20the%20legal%20battle.
LAKE BUENA VISTA, Fla.   Gov. Ron DeSantis' office is celebrating another legal victory over Disney after a new settlement was reached between the state-appointed Central Florida board and the company on Wednesday.

Under the agreement, Disney is set to drop its lawsuit against the Central Florida Tourism Oversight District, and the district will drop its own lawsuit against Disney. Claims and counterclaims from both parties would be dismissed as well. Disney is also set to drop a public records effort part of the legal battle.

The legal battles were over last-minute, far-reaching restrictive covenants and agreements, which gave Disney broad power and developmental rights over its former self-governing improvement district of Reedy Creek, which was dissolved and replaced last year.
...
"[Disney] conceded that their last-minute development agreements are null, void, and unenforceable," Griffin said. "No corporation should be its own government. Moving forward, we stand ready to work with Disney and the District to help promote economic growth, family-friendly tourism, and accountable government in Central Florida."

"As usual, the media were wrong," Griffin said.

The battles sparked in 2023 when the state-appointed board found out that Disney formulated agreements with the former Reedy Creek Improvement District as a last-minute insurance policy aiming to ward off influence of the new board.

The agreements were approved just before Florida lawmakers officially voted in favor of creating the new district.
Last three paragraphs:

"Iger, while still recently noting his sourness over DeSantis' actions, had still vowed to "quiet things down" and said he was "sorry" to see Disney "dragged" into a battle with Florida over the Parental Rights in Education Act.

The bill was the tipping point that kicked off Florida and DeSantis' war with Disney after the company vowed to get the law repealed, which aimed to keep young children from being indoctrinated with gender ideology and discussions around sexual orientation.

The parental rights law also recently held up in court."




They are getting what they deserve in good measure........
I and my family used to love all things Disney.  now, I'd like to see it all burn down.  

Iger is doing a pretty good job of burning it down.



Attachment Attached File

Link Posted: 3/29/2024 10:22:13 PM EDT
[#21]
Nelson PELTZ TAKES LEAD In DISNEY Proxy Vote - BREAKING | Wall Street Journal LEAK


https://archive.is/HcW64

Casting votes
Many of the company’s largest institutional shareholders such as BlackRock
and Vanguard have yet to cast their votes and often wait until closer to the deadline. Individual investors are expected to have outsize sway, given that they hold more than one-third of shares.
So far, a minority of shareholders have voted. As of Tuesday, just over 22% of shares had been cast, according to people familiar with the matter, the bulk of them held by individual and other smaller investors.

Among those who have already cast their votes, Peltz leads Disney director Maria Elena Lagomasino, while Rasulo, the other name on the Trian slate, has so far failed to gain much of a foothold with shareholders, these people said.
A spokesman for Disney said leaking an early vote count was “a highly inappropriate attempt to sway votes.”
Most shareholders are able to vote or alter a previous vote until the polls are officially closed, which happens the day of the annual meeting.


OH... and disney just got firebombed by america first legal:

Disney Faces ANOTHER DEI Legal Bombshell: America First Legal Claims TWDC Is Acting Illegally!


The PDF America first released:

https://t.co/ogD9fUE63A

One small sampling, and not the worst of it:

C. Disney maintains illegal diversity, equity, and inclusion quotas Disney’s “Reimagine Tomorrow” website is the Company’s digital destination for “Disney’s DE&I commitments and actions.”16 The website showcases the Company’s unlawful quotas, rebranded, in Orwellian disinformation fashion, as “diversity and inclusion policies” that amplify “underrepresented voices and untold stories as well as championing the importance of accurate representation in media and entertainment.”17

The stated pretext for the Company’s unlawful conduct is “to broaden access and diversity in our industry.”18 Disney has done so “by adopting inclusion standards across Disney General Entertainment and live-action Studio productions by the end of 2022, with the goal of advancing representation in front of and behind the camera, in marketing and more.”19 Disney General Entertainment encompasses essentially all content produced across Disney, so the unlawful requirements listed below in Disney’s Inclusion Standards apply companywide and have been in place for Disney’s ABC Entertainment productions since 2020.20 As discussed below, the “Inclusion Standards” mandate that each production comply with discriminatory employment requirements. Multiple “Inclusion Standards” establish discriminatory quotas to ensure members of underrepresented groups fill a certain percentage of Disney jobs. Disney has accordingly unlawfully excluded qualified job candidates on the basis of race, national origin, and sex who could provide enhanced value to the Company and its shareholders.


The fight to see who gets to be on the disney board and who doesn't comes very soon.

IIRC next week or so?
Link Posted: 3/29/2024 11:31:31 PM EDT
[#22]
Link Posted: 3/30/2024 12:00:41 AM EDT
[#23]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Actiondiver:
I know tons of parents that gleefully take their kids to their parks to be groomed
I hope Disney goes under
View Quote
Lots of them right here on Arfcom.   I'd love to see them go bankrupt.   I'd be cheering!


Link Posted: 3/30/2024 12:03:13 AM EDT
[#24]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By 999monkeys:
Why does arfcom hate Disney?
I can't keep up.
I'd never go, but that is because it seems like horrible value for money.
View Quote
Because they are one of the most woke, DEI-obsessed companies in  America.
And it is poor value for money.   For example, if a major attraction(s) is down, they don't tell you until you're inside and they sure as hell don't reduce the cost of your ticket.
Link Posted: 3/30/2024 12:04:21 AM EDT
[#25]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By FreefallRet:
Men in dressed as Princess dresses is one thing.
Grooming children towards transsexual and homosexual things are another.
I am sure some will say I am wrong and the above is wrong, but they are just blind to what's going on.

View Quote
You are not wrong.
Link Posted: 4/1/2024 4:49:02 AM EDT
[#26]
Link Posted: 4/1/2024 7:18:23 AM EDT
[#27]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By Chokey:
View Quote



THey hired an African-American.

Link Posted: 4/2/2024 8:00:52 PM EDT
[#28]
Live stream video place holder is up for tomorrow's Official proceedings

The Walt DISNEY Company Annual ShareHolder Meeting 2024 | LIVE Coverage, Analysis, Reaction


It's set for around ~4:30 ish tomorrow. No, I don't know which time zone.
Link Posted: 4/3/2024 9:22:52 PM EDT
[Last Edit: FlashMan-7k] [#29]
They got RAKED over the coals on comments before the voting.

Disney won the vote for board members, got their full slate. Peltz and rasulo and none of the others got on.

and "all the good stuff" failed on vote.

So...



They choose to continue to fail miserably.

I cannot see peltz giving up this easily.
Link Posted: 4/3/2024 9:25:57 PM EDT
[#30]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By FlashMan-7k:
They got RAKED over the coals on comments before the voting.

Disney won the vote for board members, got their full slate. Peltz and rasulo and none of the others got on.

and "all the good stuff" failed on vote.

So...

https://media.tenor.co/images/4988bf571adbd4edc5df437a8530eba4/raw

They choose to continue to fail miserably.

I cannot see peltz giving up this easily.
View Quote

May they lose more money continually
Link Posted: 4/3/2024 9:32:39 PM EDT
[#31]
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Originally Posted By cyclone:

May they lose more money continually
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Originally Posted By cyclone:
Originally Posted By FlashMan-7k:
They got RAKED over the coals on comments before the voting.

Disney won the vote for board members, got their full slate. Peltz and rasulo and none of the others got on.

and "all the good stuff" failed on vote.

So...

https://media.tenor.co/images/4988bf571adbd4edc5df437a8530eba4/raw

They choose to continue to fail miserably.

I cannot see peltz giving up this easily.

May they lose more money continually


Once I get done listening to the shareholder call I have some stuff on exactly that which is going to follow.
Link Posted: 4/3/2024 9:44:14 PM EDT
[#32]
-1.6 the instant they announced he won the vote and the market went up .3

Link Posted: 4/3/2024 10:01:38 PM EDT
[#33]
Ok so ... their stock is headed downwards since it was announced iger won the board votes.

They STILL have not worked out he final cost for them being forced to buy hulu, they have already had to pay out 8-9 billion for it, and the total cost could run nearly double that.

And now we have confirmed:

https://www.forbes.com/sites/carolinereid/2024/03/31/indiana-jones-whips-up-130-million-loss-for-disney/

Indiana Jones Whips Up $130 Million Loss For Disney
Caroline Reid
Senior Contributor
I cover the entertainment industry focusing on movies and theme parks.
Mar 31, 2024,09:50am EDT

....

The financial statements released yesterday reflect the bulk of these costs as they are for the year to April 1 2023 which was three months before the movie was released. During that period, PLT was reimbursed a further $2.7 million (£2.1 million) which brought its net spending down to $326.2 million when combined with the $58.3 million it had already received. Deducting this from Disney's $192 million share of the box office gives the loss of $134.2 million but that isn't the end of the story.

The financial statements do not show the marketing costs for the movie and, on the other hand, the box office share isn't the studio's only return as it also receives revenue from merchandise and DVD or Blu Ray sales.


This also does not count the advertising and promo costs. I have seen people who track this stuff and who should know repeatedly saying those efforts cost anywhere from 100 to 200+ million.

Dial of depends could very well have lost disney 200-400 million.

Toy sales are and have been so abysmal that hasbro is in dire straits (they are the ones that do the toys for disney, as far as I know).
Link Posted: 4/3/2024 10:03:08 PM EDT
[#34]
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Originally Posted By 999monkeys:


I’m not a big Disney follower, though I know some people are obsessed with it,

Last I knew, Snow White was waiting for a prince, which doesn’t seem anti-boy.  But I dunno.
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Then you haven't heard the most recent Snow White actress's comments on the prince.
Link Posted: 4/3/2024 10:10:54 PM EDT
[Last Edit: BeerPimp] [#35]
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Originally Posted By VectorX:

Then you haven't heard the most recent Snow White actress's comments on the prince.
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Originally Posted By VectorX:
Originally Posted By 999monkeys:


I’m not a big Disney follower, though I know some people are obsessed with it,

Last I knew, Snow White was waiting for a prince, which doesn’t seem anti-boy.  But I dunno.

Then you haven't heard the most recent Snow White actress's comments on the prince.


Evidently she doesn't need the prince.




edit figured out how to imbed tweets finally
Link Posted: 4/4/2024 2:13:41 PM EDT
[Last Edit: FlashMan-7k] [#36]
https://deadline.com/2024/04/fantastic-four-julia-garner-silver-surfer-1235873034/
EXCLUSIVE: With the four actors set to play the iconic members of the super team, Marvel Studios‘ The Fantastic Four now has its sights set on who will play Silver Surfer, and it looks like they are going with one of the towns biggest rising stars.

Sources tell Deadline that Emmy winner Julia Garner is set to play the iconic comic book character in Marvel Studios’ The Fantastic Four.


Take a character and a story built for boys and young men made to think them think and possibly aspire to greater things and ... make it not for them.

Hi, we're disney. We can never learn a lesson. Ever.
Link Posted: 4/4/2024 3:29:17 PM EDT
[#37]
Link Posted: 4/4/2024 3:37:03 PM EDT
[#38]
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Originally Posted By FlashMan-7k:
https://deadline.com/2024/04/fantastic-four-julia-garner-silver-surfer-1235873034/
EXCLUSIVE: With the four actors set to play the iconic members of the super team, Marvel Studios‘ The Fantastic Four now has its sights set on who will play Silver Surfer, and it looks like they are going with one of the towns biggest rising stars.

Sources tell Deadline that Emmy winner Julia Garner is set to play the iconic comic book character in Marvel Studios’ The Fantastic Four.


Take a character and a story built for boys and young men made to think them think and possibly aspire to greater things and ... make it not for them.

Hi, we're disney. We can never learn a lesson. Ever.
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Yep. Several other Heralds of Galactus have been female, but no gotta take the male.
Link Posted: 4/4/2024 3:43:37 PM EDT
[#39]
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Originally Posted By ken_mays:
How many times is the Fantastic Four going to be attempted?   Every attempt has flopped and the trend isn’t getting better.
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It's just not that good of a story. It's just a family and a random friend that got turned into supes so now they do the same things they did but now with weird shit going on physically. It's basically Johnny Quest but if the characters all fell into radioactive acid and mutated.
Link Posted: 4/4/2024 3:47:21 PM EDT
[Last Edit: runcible] [#40]
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Originally Posted By ken_mays:
How many times is the Fantastic Four going to be attempted?   Every attempt has flopped and the trend isn’t getting better.
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The FF was my favorite superhero title. (Pretty much the only one, really. I liked military comics more.) This cast... sucks.
Haven't seen any of the Star Wars shows, didn't see the last Indy film, and I won't be seeing that.
Link Posted: 4/12/2024 10:18:14 PM EDT
[#41]
Exclusive: Disney Plus Is 30 BILLION DOLLARS in the HOLE! Bob Iger's Plan Puts Mickey on the Brink!


When they add up the losses and the total costs vs revenues and etc, D+ comes out billions in the hole - AND they still have NOT had to pay out the full price yet to get hulu. The final valuation for hulu is not out yet, and that could run up to a total bill (for the last 1/3 or so of hulu) of 16 billion.

Oh, and the most watched segment/show on D+?

Bluey. At 29% of - I beleive it was total watch time?.  Disney had the chance to buy the rights to make bluey rides and such at the parks, they wouldn't touch it. Disney doesn't even make bluey, and the whacked part of that is ... reportedly bluey is for more traditional values.

It seems now that the only thing floating disney (pun intended) is people going to walt disney world, followed by people going on disney cruises.

And of course, this report / news only comes out AFTER the board seats vote. Oh what a coincidence.
Link Posted: 4/12/2024 10:24:42 PM EDT
[#42]
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Originally Posted By Jodan1776:
You are not wrong.
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Originally Posted By Jodan1776:
Originally Posted By FreefallRet:
Men in dressed as Princess dresses is one thing.
Grooming children towards transsexual and homosexual things are another.
I am sure some will say I am wrong and the above is wrong, but they are just blind to what's going on.

You are not wrong.

Not even close to being wrong...............in fact he is correct.
Link Posted: 4/16/2024 11:01:28 PM EDT
[#43]

https://www.forbes.com/sites/carolinereid/2024/04/14/disneys-star-wars-box-office-profits-fail-to-cover-cost-of-lucasfilm/

Box office profits generated by Disney's Star Wars movies have fallen $2.8 billion short of covering the media giant's purchase of the sci-fi saga’s creator, Lucasfilm, according to analysis of recently-filed financial statements.

Disney bought Lucasfilm for $4 billion in 2012 and soon gave the green light to a new trilogy of Star Wars movies which teamed up rising stars Daisy Ridley and John Boyega with Mark Hamill, Harrison Ford and the late Carrie Fisher who headlined the original movies more than 30 years earlier.
...
However, buried in the fine print is the revelation that the purchase price of Lucasfilm isn't even included in the ROI calculation. Instead, it is purely based on the box office performance of Disney's Star Wars trilogy, its two spinoff movies, merchandise, DVD and Blu Ray sales.
...
Analysis of more than 800 pages of company filings has revealed that the cost of making Disney's five Star Wars movies hit a total of $2.1 billion, peaking at $567.3 million (£449.1 million) on The Force Awakens. However, that's just the start.


And she doesn't cover the cost of advertising and promo for the films

Link Posted: 4/16/2024 11:28:08 PM EDT
[#44]
Disney's SHOCKING Admission In Gina Carano Lawsuit


TL:DW

Disney openly admits the obvious in the case against gina carano.

They are saying that they as a company have a right of association (only the protected victim classes get that, but I digress) and that they (disney corp) are in the business of making speech.  They cite cases backing up this right to make speech.

They say the company does not have to have people who make speech they think goes against the message they as a company want to push/put out, and that carano's speech is stuff they don't want associated with them.  I suspect the main thing was carano's tweet about how demonizing people and dehumanizing them pre-cedes the stuff the nazis did.

They say this undermined the message disney wants to put out.

So, they're saying that carano's speech is against what they represented and they don't want to be associated with that because disney corp is a company all about artistic speech making.  Yeah, Yeah, we know this and have. But they are saying it openly.

But what do they feel comfortable with?  You know, besides hiring harvey weinstein's secretary who any reasonable person would heavily suspect of ...  





That would be from the star of the mandalorian show, pedro pascal.

So they fired carano for saying don't be like a nazi. And not pedro pascal, for saying republicans and southerners are like nazis, and being pro socialism, etc.
Link Posted: 4/20/2024 7:11:50 PM EDT
[#45]
https://www.the-numbers.com/market/distributor/Walt-Disney

This doesn't need much explanation.



0.37% right now.

Remember, they are billions in the hole on streaming services and their movies cannot make licensing fees on D+, so any "D+ paid x amount to play these movies" numbers are not profits.
Link Posted: 4/20/2024 7:26:09 PM EDT
[#46]
The shell of the company that brought us Up and Nemo.

Fucking sad.
Link Posted: 4/20/2024 7:43:28 PM EDT
[#47]




Tubi - owned by the parts of fox disney did not buy - is moving up, and within striking distance.
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