Physical & Digital EST: The Future of Home Video Discussion Thread

[Steedeel]

Originally Posted by alchav21

Lee A Stewart don't let these guys get you down, sometimes they are like Ravenous Dogs doing just about anything to discredit you but just hanging on to the rails of that sinking ship. I gave you guys Revenue Projections from John Campea's Classroom Video. We are just comparing Box Office Revenue to SVOD, we know there are other expenses. SVOD is just a Solid Steady Revenue Stream!

Check this Article from Deadline, it's all about Streaming Direct-To-Consumer:

https://deadline.com/2020/12/disney-...et-1234654217/

Yeah, it’s such a steady stream that Netflix and AT&T are billions in debt.

[Steedeel]

Originally Posted by Lee A Stewart

Correct. But I have a son to pass my money to. Make sure his financial future is sound. That means more to me than anything. I've created an investment portfolio which earns a substantial return each year. That return is reinvested. And I have my "gamble money." That's what I used to buy the Disney and AMC stocks. 80% of the "win" goes into the investment portfolio, the other 20% back into the Gamble Fund.

Happiness is the most important thing. Don’t get me wrong, my entire family have always worked, but it’s memories and enjoying spare time that motivates me.

[Lee A Stewart]

Originally Posted by Steedeel

Happiness is the most important thing. Don’t get me wrong, my entire family have always worked, but it’s memories and enjoying spare time that motivates me.

I believe we have a large difference in our ages (I am 69 rolling up to 70) So what gives us happiness will greatly differ.

And yes, I have my memories. I have been to over 20 countries (mother worked for Air France). A graduate of Babson College. Owned 3 businesses. Had the big house with all the toys including a 146" FPTV Home Theater. Classic Cars. Over 500 Scuba dives from Lake George NY to the Blue Holes in the Exuma's.

But the greatest, most vivid memory of all, was watching my son born. That topped them all.

[bhampton]

Watched 3D for the first time in a long time. (Final Destination 5)
Also dug out the PSVR from storage.
With house guests on school break the theater runs all day with movies and football

[Lee A Stewart]

Vilya - NOW do you see why your question can't be answered:

Though streaming remains a costly business for Disney — the direct-to-consumer division lost $2.8 billion in 2020 — the company couldn't have picked a better time to shift its priorities from legacy distribution methods. Just five months after the launch of Disney+, the U.S. and much of the world were plunged into a new reality as the coronavirus pandemic upended life. Disney was forced to suspend production on many of its upcoming film and TV projects, shutter its theme parks and put the global release of $200 million tentpole Mulan on hold.

Through the turbulent and unpredictable year — in which the company enacted pay cuts and laid off thousands of employees to stanch the losses — Disney+ has remained a bright spot. Over the summer, it became the home of Mulan and a filmed version of the Hamilton Broadway musical. It will soon exclusively host Pixar's Soul, which had originally planned for a Christmas Day theatrical release.

https://www.hollywoodreporter.com/ne...irst-13-months

[Ender14]

Very late to the party here, but all I have to add is this. You can all analyze and quote numbers ad nauseum, but the fact is if Mulan had been as profitable as Disney wanted by doing PVOD then they would be releasing ALL of their movies (Marvel, Star Wars, Pixar) in that format.

As of today, there have been no announcements that they are releasing a single one in that format. There are rumors of some of their live action remakes going that route but none of their big tentpoles (i.e. Marvel and Star Wars). If it were as successful as they had hoped then why are they hesitant to use that format again? That should tell you everything you need to know about the profitability of streaming versus theatrical.

[gotmule]

Originally Posted by Wendell R. Breland

@ gotmule or anyone with immersive audio:

Have you procured and watched the UHD BD of Total Recall? If so, what did you think of the sound track?

Same for Mulan. (I watched via Disney+).

Sorry for the late response, but was working yesterday. Retail this time of year is brutal, so came home and crashed pretty hard.

I enjoyed Total Recall back in the day, but don’t see myself revisiting it so passed. I have zero interest in Mulan.

[Lee A Stewart]

Originally Posted by Ender14

Very late to the party here, but all I have to add is this. You can all analyze and quote numbers ad nauseum, but the fact is if Mulan had been as profitable as Disney wanted by doing PVOD then they would be releasing ALL of their movies (Marvel, Star Wars, Pixar) in that format.

As of today, there have been no announcements that they are releasing a single one in that format. There are rumors of some of their live action remakes going that route but none of their big tentpoles (i.e. Marvel and Star Wars). If it were as successful as they had hoped then why are they hesitant to use that format again? That should tell you everything you need to know about the profitability of streaming versus theatrical.

[Ender14]

Originally Posted by Lee A Stewart

My mistake. My Google skills failed me this time. Regardless, I mentioned that there has been discussion of some of the Disney Studio titles premiering that way but no mention of their true moneymakers. Raya was always a gamble, so I still stand by my statement. If it were truly as profitable as they wanted they would be releasing their tentpole titles in that format.

[Lee A Stewart]

Originally Posted by Ender14

My mistake. My Google skills failed me this time. Regardless, I mentioned that there has been discussion of some of the Disney Studio titles premiering that way but no mention of their true moneymakers. Raya was always a gamble, so I still stand by my statement. If it were truly as profitable as they wanted they would be releasing their tentpole titles in that format.

Disney does not want to alienate the theaters. All the tentpoles were rescheduled and are still poised to be theatrical releases.

Other than accolades said by the CEO and CFO on the results of the Mulan PVOD, Disney has not made public any of the "hard " numbers. You can take that any way you want. If you are a Disney Hater - they did that because it failed. If you are a Disney Lover - they are holding back the results so as not to tip off their competition as to how well it did.

The fact that they are doing it again can be debated both ways: Hater/Lover

[Ender14]

Originally Posted by Lee A Stewart

Disney does not want to alienate the theaters. All the tentpoles were rescheduled and are still poised to be theatrical releases.

Other than accolades said by the CEO and CFO on the results of the Mulan PVOD, Disney has not made public any of the "hard " numbers. You can take that any way you want. If you are a Disney Hater - they did that because it failed. If you are a Disney Lover - they are holding back the results so as not to tip off their competition as to how well it did.

The fact that they are doing it again can be debated both ways: Hater/Lover

I'm certainly not a hater nor a lover. I enjoy some of their products and don't enjoy others. As the saying goes, actions speak louder than words. It doesn't matter that they haven't released numbers.

You mention not wanting to alienate theaters. If Mulan were truly as profitable over PVOD as they believe it would have been in theaters they wouldn't care about alienating them. The fact is they desperately need that revenue stream for their tentpoles to be profitable. Otherwise they would tell the theaters where to stick it. They aren't running a charity.

[Lee A Stewart]

Originally Posted by Ender14

I'm certainly not a hater nor a lover. I enjoy some of their products and don't enjoy others. As the saying goes, actions speak louder than words. It doesn't matter that they haven't released numbers.

You mention not wanting to alienate theaters. If Mulan were truly as profitable over PVOD as they believe it would have been in theaters they wouldn't care about alienating them. The fact is they desperately need that revenue stream for their tentpoles to be profitable. Otherwise they would tell the theaters where to stick it. They aren't running a charity.

Mulan was a very special situation. The movie was to be released at the end of March. Disney had spent $150 million in marketing. And literally right before it's release date. ALL theaters worldwide closed. With the production cost, Disney is in the hole for $350 million and can't show it in theaters.

So they waited and waited for theaters to reopen. When they did, they were just about as worse off as they were in March. What theaters were open had seating restrictions has low as 25% with none higher than 50%.

So they did something that was never done before: Offered a brand new big budget movie as a PVOD to all Disney+ subscribers for $29.99. Where Disney+ was not available, it went into theaters.

[Ender14]

Originally Posted by Lee A Stewart

Mulan was a very special situation. The movie was to be released at the end of March. Disney had spent $150 million in marketing. And literally right before it's release date. ALL theaters worldwide closed. With the production cost, Disney is in the hole for $350 million and can't show it in theaters.

So they waited and waited for theaters to reopen. When they did, they were just about as worse off as they were in March. What theaters were open had seating restrictions has low as 25% with none higher than 50%.

So they did something that was never done before: Offered a brand new big budget movie as a PVOD to all Disney+ subscribers for $29.99. Where Disney+ was not available, it went into theaters.

I understand that. But as a businessman yourself does it not say volumes that they are not following that release strategy with any of their tentpoles going forward?

[Lee A Stewart]

Originally Posted by Ender14

I understand that. But as a businessman yourself does it not say volumes that they are not following that release strategy with any of their tentpoles going forward?

I am not privy to what goes on in the higher echelons of Disney Corporate. So with that disclaimer . . . IMO . . . They may have had plans to announce something like a Black Widow PVOD at their Investor Day. But the week before WarnerMedia made it's announcement which caused all kinds of havoc and pushback. Disney saw all the negative publicity and decided to abandon the idea and just leave the movie at it's current release date: May 7, 2021. They can revisit their decision in March gauging the theatrical landscape against the vaccine program at that time.

[Ender14]

Originally Posted by Lee A Stewart

I am not privy to what goes on in the higher echelons of Disney Corporate. So with that disclaimer . . . IMO . . . They may have had plans to announce something like a Black Widow PVOD at their Investor Day. But the week before WarnerMedia made it's announcement which caused all kinds of havoc and pushback. Disney saw all the negative publicity and decided to abandon the idea and just leave the movie at it's current release date: May 7, 2021. They can revisit their decision in March gauging the theatrical landscape against the vaccine program at that time.

Fair enough. That is a possibility. But I still believe that the revenue from a PVOD release will not come close to the revenue of a theatrical release. As to what that means for profits I of course have no idea. But again, I believe that if it were as profitable as a theatrical release they would be pursuing that, especially with Marvel movies which would draw a much bigger crowd than Mulan. But of course, it is all speculation on both sides.

[Lee A Stewart]

Originally Posted by Ender14

Fair enough. That is a possibility. But I still believe that the revenue from a PVOD release will not come close to the revenue of a theatrical release. As to what that means for profits I of course have no idea. But again, I believe that if it were as profitable as a theatrical release they would be pursuing that, especially with Marvel movies which would draw a much bigger crowd than Mulan. But of course, it is all speculation on both sides.

At this moment and please correct me if I am wrong . . . There is but one Marvel movie set to be released in 2021: Black Widow. Thor: Love and Thunder is moving back a few months to May 6, 2022, while Black Panther II departs that May date and will move to July 8, 2022, and Captain Marvel 2 moves from July to November 11, 2022.

There are no Star Wars movies scheduled for 2021.

So we are talking about a single movie here. I know March is a ways off - we will just have see what Disney does and more important: how effective our Vaccine Program is.

The only way you will see pre-covid BO numbers is to have ALL theaters open with no seating restrictions.

[Ender14]

Originally Posted by Lee A Stewart

At this moment and please correct me if I am wrong . . . There is but one Marvel movie set to be released in 2021: Black Widow. Thor: Love and Thunder is moving back a few months to May 6, 2022, while Black Panther II departs that May date and will move to July 8, 2022, and Captain Marvel 2 moves from July to November 11, 2022.

There are no Star Wars movies scheduled for 2021.

So we are talking about a single movie here. I know March is a ways off - we will just have see what Disney does and more important: how effective our Vaccine Program is.

The only way you will see pre-covid BO numbers is to have ALL theaters open with no seating restrictions.

Marvel also has The Eternals in November. But I still say if the numbers were where they wanted them to be they would have released Black Widow on PVOD rather than continue to sit on it. It would garner way more views than Mulan. I just don't believe the money is there. I could be wrong, but it is a very educated guess based on their actions.

[Wendell R. Breland]

Originally Posted by gotmule

I enjoyed Total Recall back in the day, but don’t see myself revisiting it so passed. I have zero interest in Mulan.

The new Total Recall immersive track was fair, the PQ was pretty good. Mulan is like most other Disney immersive audio tracks, pretty subdued. I may or may not procure Mulan, it will have to be at fire sale price.

Have another movie with Yifei Liu (and Jet Li), The Forbidden Kingdom and like it much better than Mulan.

[Steedeel]

Originally Posted by Lee A Stewart

I believe we have a large difference in our ages (I am 69 rolling up to 70) So what gives us happiness will greatly differ.

And yes, I have my memories. I have been to over 20 countries (mother worked for Air France). A graduate of Babson College. Owned 3 businesses. Had the big house with all the toys including a 146" FPTV Home Theater. Classic Cars. Over 500 Scuba dives from Lake George NY to the Blue Holes in the Exuma's.

But the greatest, most vivid memory of all, was watching my son born. That topped them all.

Yeah, I have never wanted a child. I thought my feelings would change when I got older but nope. I just like my freedom and peace and quiet.

It’s great for you that you experienced that, it’s a life changing moment for sure.

[Steedeel]

Originally Posted by Wendell R. Breland

The new Total Recall immersive track was fair, the PQ was pretty good. Mulan is like most other Disney immersive audio tracks, pretty subdued. I may or may not procure Mulan, it will have to be at fire sale price.

Have another movie with Yifei Liu (and Jet Li), The Forbidden Kingdom and like it much better than Mulan.

I replied to you question about Total Recall a few pages back.