【悲報】まじか…ディズニーCEOが疲弊…それは映画は規模縮小するわ…【ウィッシュ/MCU/マーベル】

にっしー映画感想

23 Jan 202408:34

Summary

TLDRThis video script delves into Disney's 2023 cinematic struggles, highlighting an unprecedented $900 million loss driven by several high-budget films failing to meet box office expectations. The spotlight is on major disappointments like 'Guardians of the Galaxy 3', 'The Little Mermaid', and 'Wish', which, despite being anticipated blockbusters, significantly underperformed. The discussion extends to Disney's broader challenges, including CEO Bob Iger's exhaustion amidst efforts to navigate the company through these financial setbacks. The narrative critically examines Disney's strategy, the impact of its content direction, and the urgent need for a turnaround to ensure future profitability and success.

Takeaways

😕 Disney had $900 million in losses from poor performing films in 2023
😳 CEO Bob Iger is described as being extremely fatigued and exhausted
😔 High budget films like The Little Mermaid failed despite high expectations
🤔 Questions around why expensive tentpole films keep failing
😡 Marvel, Lucasfilm and Disney Studios films contributing to losses
😰 Pressure to make Disney+ profitable by 2024 and find a successor for Iger
😐 Upcoming earnings on Feb 7 unlikely to be positive
😠 Iger wants focus to shift from messaging to profitable entertainment
🙏 Hopes for Inside Out 2 to succeed
👍 Personally plans to see Inside Out 2 despite reservations

Q & A

What was Disney's financial loss in 2023 due to movie failures?
-Disney's financial loss due to movie failures in 2023 was reported to be $900 million.
Which Disney movie was highlighted as a clear hit among 2023 releases?
-Guardians of the Galaxy 3 was highlighted as a clear hit among 2023 Disney movie releases.
What are the consequences of Disney movies underperforming in 2023?
-The consequences included a significant financial loss, the risk of Disney losing its top position in industry revenue to Universal, and a potential hit to its profit margins.
What was the impact on Bob Iger, Disney's CEO, due to the 2023 movie failures?
-Bob Iger was reported to be exhausted and depleted due to the financial and operational stress caused by the 2023 movie failures.
What were the expectations for the movie 'The Little Mermaid' and the 100th anniversary project 'Wish'?
-Both 'The Little Mermaid' and the 100th anniversary project 'Wish' were expected to be surefire hits for Disney in 2023 but ended up underperforming.
How did Disney's strategy of live-action adaptations perform up until 2023?
-Until 2023, Disney's strategy of creating live-action adaptations of its famous animated movies had mostly resulted in significant hits, often surpassing $1 billion in revenue.
What is the future challenge for Disney Plus as mentioned in the script?
-Disney Plus faces the challenge of needing to achieve profitability by 2024, as per commitments made to investors.
What does the script imply about the potential success of 'Inside Out 2'?
-The script implies that there are high hopes for 'Inside Out 2' to be a hit, indicating it's crucial for Disney's success in the coming year.
What were the two major disappointments in Disney's movie lineup for 2023?
-'The Little Mermaid' and 'Wish' were the two major disappointments in Disney's 2023 movie lineup, both failing to meet expectations.
What are the implications of Disney's financial losses on its leadership and strategy moving forward?
-The financial losses have likely put immense pressure on Disney's leadership, including CEO Bob Iger, to reassess and possibly adjust the company's strategic direction, particularly in movie production and Disney Plus's path to profitability.

Outlines

00:00

😈 Anticipation for a Meeting with an Anti-fan

The speaker is eagerly looking forward to meeting an anti-fan (someone who dislikes them) the next day. They are excited and expecting the anti-fan to show up as promised. The speaker suggests ordering sushi and wine, addressing the anti-fan as a 'separatist force'. The main topic for discussion is the estimated $900 million loss suffered by Disney in 2023 due to underperforming movies, which has left Disney CEO Bob Iger exhausted.

05:00

😥 Disney's Financial Woes and Mounting Challenges

The speaker discusses Disney's financial troubles in 2023, including a $900 million loss from underperforming movies, the requirement to make Disney+ profitable by 2024, and the need to find a capable successor for the CEO position by 2025. The speaker notes that, aside from 'Guardians of the Galaxy 3', most of Disney's $100 million-plus budget movies, including the highly anticipated 'The Little Mermaid' and 'Wish', have flopped at the box office. The speaker empathizes with CEO Bob Iger's exhaustion given the mounting challenges he faces at his advanced age.

Mindmap

Keywords

💡Disney's 2023 losses

The term refers to the financial setbacks Disney faced in 2023, marked by a significant loss of $900 million, largely due to the underperformance of its movie releases. This is crucial for understanding the context of the video, as it sets the stage for discussing the challenges faced by the entertainment giant. The script mentions that even Disney's blockbuster hopefuls like 'The Little Mermaid' and 'Wish' failed to meet expectations, contributing to the losses.

💡Bob Iger

Bob Iger, referenced as Disney's CEO in the script, is a key figure due to his role in leading the company through this challenging period. His exhaustion and the pressure to turn around the company's fortunes are highlighted, illustrating the personal impact of Disney's financial troubles on its leadership. The script underscores Iger's efforts to navigate the company through its losses and the expectation for Disney Plus to become profitable.

💡Box office bomb

This term describes a movie that performs significantly below expectations in terms of revenue, leading to financial losses for the studio. The video script uses this term to characterize the performance of several Disney movies in 2023, indicating a trend of underperformance that contributed to the company's overall losses.

💡Guardians of the Galaxy 3

Mentioned in the script as one of the few clear hits for Disney in 2023, 'Guardians of the Galaxy 3' serves as an exception to the trend of underperforming releases. Its success is significant in the context of the video, illustrating that not all Disney projects failed to meet financial expectations during the year.

💡The Little Mermaid

Referenced as a key Disney intellectual property (IP) and one of the high-profile box office disappointments of 2023, 'The Little Mermaid' is used in the script to exemplify the unexpected failures of Disney's strategy to bank on well-known franchises. Its performance is indicative of the larger issue of misfired expectations and investments.

💡Wish

Identified in the script as a centennial celebration project and another example of a Disney movie that failed to live up to its blockbuster potential in 2023. 'Wish' represents a significant investment in new, original content that did not pay off, highlighting the risks associated with high-budget productions.

💡Universal

Mentioned in the script as overtaking Disney in industrial revenue for 2023, Universal's success contrasts with Disney's struggles, providing a comparative analysis of the competitive landscape in the entertainment industry. This reference is important for understanding the shifting dynamics and the challenges Disney faces against its rivals.

💡Successor

The script discusses the need for Disney to find a successor to Bob Iger by 2025, underlining the strategic planning and leadership considerations critical for the company's future. This reflects on Disney's internal challenges, including previous leadership missteps and the importance of stable, visionary leadership to steer the company back to profitability.

💡Profitability of Disney Plus

Disney Plus's path to profitability is a significant focus in the script, reflecting on the broader strategy to diversify Disney's revenue streams beyond theatrical releases. The platform's financial performance is critical to Disney's overall financial health, especially given the commitment to turn it profitable by 2024 amidst the company's broader financial challenges.

💡Entertainment quality vs. message

The video script touches on a debate within Disney's strategy, suggesting a need to prioritize entertaining, marketable movies over those with a heavy social message. This reflects a broader discussion in the entertainment industry about balancing artistic expression and social commentary with commercial success. The script implies that Disney's recent focus may have skewed too far towards the latter, potentially contributing to its financial disappointments.

Highlights

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