So yesterday Disney had their quarterly earnings call. They revealed a bunch of stuff.
They after price raises, their what is it their God, there's their
subscripture rate went down. I think that's just a common theme now as far
as like, hey, I was somebody that I definitely thought Netflix. I
thought netflixd be gone by now, but I thought Disney would be the top
one. They weren't. I do think that's some like a lot has to
do that. People got it and those shows with Star Wars and Marvel,
a lot of them aren't the greatest quality. So people went, why should
I subscribe this or I'll subscribe watch a bunch in the future. I don't
need to be paying monthly for this. I always have it because I like
the shows, do the podcast, got the kids, so I'm on there
for life. But I get why people don't write, and I think that's
where unless you have a mega hit show, which is really hard in the
streaming era, people are gonna bounce and leave it. So that's where they
went down. And I don't I think as we're talking about because the first
story, right, Molana two is coming out this November. The word going
around from all the Scoopers, All the Scoopers is that was going to be
the series that was gonna be on Disney Plus and they shift in went that
way, and I think that's a good idea, a war machine fake movie.
But if they are trying and they think they can do it them doing
a series versus movie, you do the movie route. Now, you know,
streaming has shown that. I'm not saying it loses money. Of course
they make money off it, but it all comes down to the projects and
doing those Avenger budget level shows that's clearly not getting the subscription rate. I
still think like it's still money in their pocket. Of course they lose use,
but there's still money in their pocket. They have to do little for
it. All you got to do is support the content, right, And
that's where if you're doing those big shows, they're not really paying off.
And it'd be different if they did Secret Invasion. What is like five million
dollars more than Avenger or something like that, and they're like, hey,
it costs a lot, but look at all the subscription rates, look at
all the watch time for a Secret Vasion really paid off. It's not right.
So that's why I talked about this couple weeks on tras I told you
talked about this. I talked about a bunch the whole idea of hey,
they might do more street level hero stuff like Netflix. That's why Netflix did
it because that's cheaper. The stuff you got to spend the biggest pudget on
is minus skill compared to she Hulk or Moonnight like right, So that's where
I think the right you go. I think the idea like almost like what
they did with that, go to the spotlight where you don't have to watch
their MCU stuff. That's a good idea. Of course you can go and
tie some things together, but I think that's the best route. But I
just don't think they're gonna they need another WandaVision. But they almost need like
a WandaVision that's multi season, you know, something that's gonna keep with people.
Same thing as far as like it's tough, right because I talked about
this with a Kay because she's a big Percy Jackson fan, And I don't
know, I still don't know, Like as Bubs you're talking in the discord
a couple weeks ago, like oh yeah, I know, Cobby watching her
life. I've still people with Disney. Plus I don't know anybody in my
personal life that watches that show. So I'm like, hey, I'm not
saying this, suscribes are fake. I'm not saying that. But that's where
they tout this, right, They're like, it's the biggest Disney Hulu premier.
Yet they tout all these numbers and success for Percy Jackson. We're doing
this season two, but the subscription rates down so like when Katie, and
that's where it's like, it's tough because KP like, oh, I think
this will be huge. It could be the next Harry Potter. Uh,
you know, big fan base, lots of books. I get that,
but I go, I just don't see the hype. Then we get these
numbers. It's like, oh, look at all this lots of people are
watching it, great and maybe I was wrong. And then the subscription rate
comes out one point for whatever, a million drops, like, well,
people don't like Percy Jackson that much, you know, at least one point
formula and not enough to like get any new subscriptions as far as like balancing
that out, right, So it's tough. So I understand the pivot towards
box office and with Mwana that was the idea. It was a series,
and even Dwayne Johnson wasn't in it. Now it sounds like the rumors are
pushing back the live action remake so they can do this. Dwayne Johnson's gonna
be added to Moana to so we'll have to see what copy paste confetti style
that's it. If it's kind of like you could see now and just take
out all the stuff, it will be interesting. But I think this is
the right move. Hopefully the workers and everything are getting worked fairly. It's
not you know, rushing them trying to get proudly out. Don't want that.
That's not the business I want, right, So a super bad make
sense. I just hope the Maana show was not something like the Utopia show
or Big Hero six show that would have made uh that they would have not
made good movies, absolutely right. Z Utopia is just like skits, you
know, anthologies and then Big Hero six. I still enjoyed that, but
I agree with you. It's that like Forky asks a question. Even Doug
Days was like that Doug Days. Though for me it's just more charming because
that to me is like, that's what I want, Zutopia want more Big
Hero six. I want more. If it's like, hey, Doug Day's
is ever see a day see an adventure that Carl and Dugg are going through,
that's a perfect show for that. And even then they gave it like
an ending where he goes on the last like a new date with a lady,
Like it's still almost had like a themetrical ending. The metrical I think
that I don't enough gott is that a word? Is it not? People
tell me the chat, But either way, it felt like it had a
cohesive story ending to it. So I don't think it's gonna be that,
but we don't know. Right If it is just a bunch of segments put
together, absolutely not that will not do good. But but at the same
time, though, it's better than nothing, right, And I think what
they've shown is from these big productions, we're losing money. So is it
better to put out this stuff on Disney Plus and maybe get some people to
tune in or maybe a couple of subscribers. But you could lose money on
it or the theatrical run, and even if it makes half what Mwana made,
you still made money. And then it's gonna go on Disney Plus anyways,
right, Because Unfortunately, audience has got trained to think it was like
a month after it's not anymore, but that's what people have been trained.
So they're like, oh, wait, so I think you go with the
sure bet money right now, and I think Mwana will do well. And
that's kind of the overall question right with. And I have seen a lot
of worry because even Mike's question, it all depends what it is. But
I do want to play at least history teacher for a second. Of course,
a lot of those Disney thematic thank you thematic ending, not the metrical
I don't know what the fuck the metricals. That sounds like a math.
I would have failed, super bad, Mike, thank you a thematic ending.
People. There's tons of bad straight to DVD Disney sequels, right,
but people forget that Toy Story Too was conceived as that and it's the same
thing, and it wasn't until they saw it, and I don't know if
it was the finished product, but they saw it near the end or middle
at some point they just saw it that when we can't, like we can't
release this on that now, that's a different reason, right, because that
was them seeing it for quality. This isn't an era where Disney needs to
make money. Hopefully it is that where still it's like, hey, this
is good enough, Like let's turn this into a movie. That's what I
hope. So it can't happen. We can be in the experience, we
can be in a comeback story. So I don't know. I can't hold
my breath until we get more details of what exactly it was supposed to be,
you know, because like if it's, like Mike said, a anthology
like show, then absolutely not. That to me does not work as m
wanato. You might get some money out of it, sure, but as
a movie doesn't work. But that's what they did today. So I'm just
gonna rapid fire and this will be an overall thing, right because my whole
topic here is are these ip's going to make a comeback? Are they gonna
make a comeback? They're they're here, I mean in the sense that Disney's
clearly they're still hurting, right, they're still successes. But they had lost
last year with Wish and Captain Marvel and an mc Coonomania and The Jones Desidialdgony,
like they had multiple movies that disappointed or bombed not good. We are
way far out of the like twenty nineteen, we have seven billion dollar movies.
We're fucking rolling in it. We're past that, right. I don't
think we can never get there, but I think they're at least trying to
get to. Hey in the top ten, because let's even pull it up.
Top ten ten box Office twenty twenty three, because I know the top
three aren't Disney. So let's see here. Good for Wonka, a movie
that I completely wrote off. Like I said, I thought you were not
into. That's where Hey, dres can tell you wrong. Shit sometimes is
this? I think this is it? Oh? I don't know. Come
on, why did people not just have this out here? This number?
I see world Wide Box Office two twenty three. Here we go. So
okay, So top ten, Barwie, Super Mario, Oppenheimer Gardens, Galaxy
Volume three, Fast X, Spider Man, Cross Spiers, Wonka, Little
Mermaid, and Dead Reckoning Part one. Now they still an Elemental and Elemental
so they had three, and then ant Man was four would be their fourth.
I guess it wouldn't been. It's at eleven, so it's close the
right, So they have three. That's still respectable, right, but you
look at the numbers, it's also because it's low right, Elemental four ninety
six, little more Mermaid five sixty nine. Now, there is an argument
that that is just the dorm now, and it could be right. It
could be that those are your hits and the odd ones get to the post
seven hundred, maybe even a billion, but those are the odd ones,
right. I don't think they want to be the odd ones. I still
think they want to have a pure Marvel Studios MCU movie also hit a billion,
because that's not happened since uh Endgame, which is just kind of strange
to think about. But I think just in general, they don't want their
brand movies to be their movies in general want to be doing good and that's
why they released all the shits. So let me go down the list here.
So ma Wana it's coming out this November. Want to we'll see.
From a personal note, I guess we're gonna see in the theaters. But
I'm very happy because a little less so now because you're starting to grow up.
But my second child, Logan, was absolutely obsessed with Maana. Loved
it was. We had multiple ma Wana baby toys and stuff like I'm very
excited. She was live when that came out. I'm very excited to see
this on the big screen with them, just like this weekend. Knock on
wood because my youngest is starting to feel a little but they're putting turnarm theaters
for some people that might have big but for us that was a big deal.
They loved that movie and I love that movie, and it was during
COVID, so I'm excited to go see in the theaters with them. So
for me, I'm stoked by this because I love the big screen. I
love going. If you don't want kids, that it doesn't matter. But
if you love if you have kids or you want kids and you love movies,
man, and as long as your kids also like the movies, to
go in the theater getting popcorn, see their faces, it's a fun time.
Man. I love doing it and echoes what my parents did with me
it. I love doing that. So the fact that we'll get to do
that because we still do that home. We do movie nights and stuff,
but it's not the same way you're like in the theater. So I'm excited
for that. A Zootopia gonna release twenty twenty five. They didn't give it
a date, but fuck, like that year is getting fucking just stuffed up.
Oh they did sorry, November twenty six, twenty twenty five. Let's
see for showing here, Let's go twenty twenty five, because I know right
now Batman's October. I'm doing quotations because we'll see right now they got Blade
on the seventh, Wicked Part two on the twenty sixth in Zutopia, So
that's the double. I hope people are like, oh, y'all look up
for Wicked, you do, but like I draft a Wicked. Oh that's
Wicked Part two. One. That comes down to if part one is good,
because part one is sucks and you don't gotta worry about part two.
I think Wicked two can be big, but I don't think it's like in
lieu of oh, well, only one can do big. I'm not saying
it's gonna be a Barbenheimer situation, but I still feel like the audiences are
different enough that Zutopia two can do well. I'll wait to Wicked one once
I hear about it, and maybe i'll watch it home. I won't see
in theaters. If that's still family friendly, kidneugh, then maybe I'll take
it back but I don't know. And then after that you got Avatar three
in the Smashball SquarePants movie, so that that month is stacked. But so
you got that coming out in Utopia two, you got Iigre saying the output
of content being reduced at Marvel Studios with some folks and with some focus on
stronger franchise. As the quot is, I'll just leave that. So he
was just saying that they're gonna do less focus on quality and they're gonna focus
more on the big stuff. We've heard that before, right, there was
we it's all scuttle about, right, But there was many rumors before,
like fig, he's not even thinking about the X Man. That's gonna be
passed the multiverse aga yet da da da. And then last year we heard,
hey, they're look, they're talking writers. Now, maybe they're getting
ahead of the game, right, But at the same time, it's like
I believe That's why I still say, you know, war Machine, fake
movie, not a real movie, not gonna happen to me. That's not
one of the stronger franchises to me. Some of the other projects, like
even wonder Man, Vision Quest. I love Vision and I want to see
Vision Quest and especially we get like plays of the Tom King vision. But
there's certain things where you go look at and Okay, if we're doing this
strong franchises, is this one of them? And there's a few of them
coming up that I think definitely not. And I think this is them saying
that's gonna happen. And it's definitely them saying as well that in a few
years it will be a soft free boot. But again, that to me
is relying on ip right, lemon Urana is not coming back from one to
two? Cool? Uh, Mandalurin Grogu's gonna release twenty twenty six. So
I was wrong about that because I thought for sure it was gonna film releasing
the May slot for Fantastic four, because I thought Fantastic four would get bumped
to November, and then you know, for May the fourth, it's the
two days before Mandalorian Grogu would take that because I think they're supposed to be
shooting in June. But I guess not. I g I said all this
will kick off the new phase, a new slate. So yeah, twenty
twenty six, Not sure when I'm gonna still stick with May unless it's like
a really long shoot, and December feels like a long time because like,
what are you gonna put all those shows on hold? They just feel that
you gotta have it out in a timely manner. Also just so people care,
right because that's the biggest thing. But that's coming out twenty twenty six,
Froze and Threes coming out tow thatsy twenty six, along with Toy Story
five. Toy Story one of my fair franchises films all time. But I
just five. I don't think is needed here. But that's been the big
thing, right is, and you got tears with me come out get to
that. But with her for the next three years, there's a couple like
Elo and stuff. There's a couple what is it fresh new ip stuff,
But primarily this was a big focus on next two years sequels or big characters.
So like to me, I consider Blade like a big enough, like
a strong franchise, And is it gonna work? I don't know, because
you could argue that you had the Marvels sequel to a billion dollar movie,
you had a couple of Bixar movies they didn't do well. You had Indiana
Jones, the Last Hurrah, Harrison Ford that didn't do well. So that's
where, like I get it. If you're looking at Hey, if we
have money and we're doing as hot as lately, do we invest in brands
that are for sure work before or do we do new brands that might be
cheaper but they could take off? Well, what I do? I really
don't know. My I would say like, oh, a mix of them,
but clearly they don't want to do that because I feel like they feel
like a mix got them in a situation. I don't think that's it.
But I also don't want them just to pick stuff based on which law studios
do. It's been out there before, of hey, this is the amount
of impressions that iron Man gets, so we should really reboot iron Man.
It's like if they come in and they're doing the soft reboot and they go,
I've got a perfect story for a new iron Man. Great, do
it. But I don't want to be money driven. But it's a business.
All these are products, right, Everything that needs to be sold is
a product. Say like, even when our movie comes out, that's a
product, right. We put our fucking hard and sold to it. We
poured into it. And literally, if you read the movie, which I
hope you do, or rent it next year or buy it next year.
All that money we make is gonna go in the budget for the next movie
and for next year and stuff and all that things. Right, that's the
same thing as a big corporation like Disney. It goes indoor stuff. Maybe
a better it goes too much an Iris pocket. But the question is is
it gonna work? I'm like, a, I don't know. It's a
stupid answer because I i'me a podcaster, so I don't want to pose a
question like what's the case? I know, I don't know, and then
I move on. I lean to know, turn it irish nol. I
lean to know. But I mean more so in the fact of that's not
just the pure answer. I don't think because you're announcing all these sequels,
all these are gonna hit. I think it's still gonna come down to timing.
It's gonna come down to marketing. It's gonna come down to reviews,
of course, and word of mouth, like look at all bet right,
excuse me? That movie was den the water open the weekend. People liked
it, kept going back to it, seeing it the same way as last
year. I talked about or sorry for the pre for next year or this
year. Fuck this year in the summer. I get it because kids are
off, but there's like three four kids movies all coming out with a couple
weeks of each other. You're gonna eat each other other than like Despicably before,
you know. That's where it comes down to release, strategy strategies and
to stuff. So god, I'm tripping on my word, so I gotta
take a drink of water before a trip more. It's a getting late.
It's almost gonna assume midnight wrapping up. Anyways here after this one will do
my rankings and then whatnot. Superd Bike says Frozen three is as safe as
better than all highest grossing animated movies. Yeah, of what was announced,
absolutely the safest bit of all. Disney has the Avatar clearly, but yeah,
I would have said Toy Story as well, but the buzz light Year
thing hurt. But it's a question of is the whole gang back. If
it's the whole gang is back, then I think for like Toy Story five
still is the potential to be very big as well too. I think that's
a safe bet and I think they will bring them back and that will be
unfortunate because the don't think the story calls for It's well, Aquaman two is
still swimming, Yeah, it's still making money. It's still chugging along,
right, so that can happen now Aquaban knocknna make a billion dollars like the
first one, So I'm sure Warren bus is very disappointing that, but you
gotta take what you can get, right, So out of all these like
let me go back to as far as and also they confirmed that there's a
new slate and apparently the Sight had daredevil out for this year, which maybe,
but I think it's definitely near the end of the year. But like
Frozen two and Toy Story five, for me, Toy Story five, I'm
still gonna say it's a safe bet. It's not just buzz, it's not
still just like after COVID. I think those are the two safest bets.
Let's see here or some other ones. Utopia billion dollar movie. People loved
it, but I still feel like that could be one where people go,
ah, I don't know if I need a fall up and go from there
right or some of these other slates inside out to let's see what inside out.
I know it's not that's this year out next year, but still just
curious inside out. Let's just go, let's see the box offices of that.
People do love that movie and emotions, but that also might be eight
hundred and fifty eight. Oh, they were pulling the numbers there. I
don't think it's gonna do that. I don't think it's gonna do that,
but I think it will be profitable. But yeah, I think most of
it's safe stuff. But they announced that next year on the slate is Fantastic
four and Captain America no Thunderbolts, which is interesting. So and then Thunderbolts
is filming before at four, so I wonder if that's part of the like,
well, we feel stronger in F four, So let's for sure get
that out next year and Thunderbolts will come when it can, because I don't
think it's gonna do that. Well Thunderbolts. I'm excited for it, but
I don't think it's gonna blow the roof off the box office. So yeah,
we'll see. So do I base question? Do I think it work
as a just a black and white tragy noo? I think there's a chance,
and I get why they do it and if you want to go,
hey, we're down out put your faith in stuff that's worth before understandable,
understandable. But that's not just like the answer, right, It's not just
a quick fix. So uh to where Mike says, if Toy Story does
not reached a quality of the others could hurt it, whereas Frozen is gonna
do well no matter the reviews or reactions. Hmmm, I think I could
agree with you in that sense, and then where I might push back,
And it depends how you feel about this, but I think that I've talked
to enough people that agree. I think Toy Story four might have already hurt
the quality now for me, much like the lower of the Rings trilogy,
Toy Story one, two, three are ten at tens, so it's very
tough to match that. So if you ask me, oh, does it
hurt the quality, well, of course, because I think they're all like
perfect movies. Wherefore I do not, you know, I think there's enough
people that do not feel that way aboutfore I might feel that, Okay,
they did the last Toy Story movie, right, They never said that,
but that was like what the marketing felt like. They did their last one,
and then they're like, well, that was actually the end of Annie's
journey. Here's here's one but Woody, and it's like, okay, this
must be the last one. Right. They don't say that, but you
just gonna get the vibe that it didn't do that well or sorry, toy
Store Ford did well. But then like you do light Year, that didn't
do well, so you go, Okay, toy stores last one. So
I feel like there could be a sense of toy sertified, Like well,
let's say it's like, well, we're gonna end Buzz a story. I
think people might be fatigued out of like this is the end line for the
toys. Gonna be sad that doesn't work anymore. I still think the best
way to do it is use some old toys, get some new toys,
create a newcast characters. Then you can go do a bunch of sequels,
whether it's with Woody or Buzz or not. Right, and I don't want
Woody, but rumors Hanks has come back, so who knows. So let's
take an ad break and then we're gonna do my two thousand and twenty three
final rankings. For the most part, we'll be right back