To The Moon

$Walt Disney(DIS)$'s replacement of CEO brings hope to investors and fans. The well-known park owner is working on its streaming media. It has become a worthy adversary for $Netflix(NFLX)$.

The contrast between two CEOs

Bob Iger, one of the most successful CEOs in the history of Walt Disney, is returning.

Chapek, who had been hand-picked for the role by Iger, led Disney for less than three years, a period marked by staff unrest, poor talent relations, stagnating franchises, and a steep drop in share price.

Iger, however, was well liked. He acquired Pixar, Marvel, Lucasfilm, and 20th Century Fox; and launched Disney Plus, turning a family entertainment company into a 21st-century media juggernaut. 

During that time, Disney’s market value increased fivefold.

Iger’s reappointment is probably intended to reassure shareholders and shore up the company’s share price, which has dropped 40% in 2022 to date.

The next focus of Disney -- Streaming Media and Films

In its three years of existence, Disney+ has more than 164 million subscribers, three quarters of $Netflix(NFLX)$ . Its full platform, including Hulu and others, has 236 million subscribers, surpassing Netflix's 223 million.

According to the latest earnings:

Streaming subscriber growth was better than expected, with a total of 235 million subscribers. But the single-quarter loss reached $1.47 billion, almost reaching the peak of DIS's financially acceptable single-quarter loss ($1.5 billion).

Disney will have to consider how to profit from streaming next quarter. The company expects to make Disney+ profitable by the end of 2024.

Disney's platform usage increased in October：

• Disney+ usage increased by 6.8%.
• Hulu usage increased to 5%.
• Pluto TV usage rose to 0.9% for the first time

The Films and Series of Disney in Nov. & Dec.

Film

1) Black Panther was released on 11th Nov.

As of today,

The Marvel sequel easily dominated the weekend box office, eyeing $300M domestic total. (data from rotten tomatoes)

2) Avatar The Way Of Water will release in theaters December 16.

New character posters for Avatar The Way Of Water

TV Series

1) Raven’s Home Season 5 Cont'd — December 2

Raven Baxter the main character of the show, is a divorced mother of preteen twins Booker and Nia, who reside in Chicago with her childhood best friend Chelsea and her son Levi.

2) Willow Season 1 Cont'd — December 7

Willow is a fantastical sequel-series of the 1988 movie of the same name.

3) The Santa Clauses Season 1 Cont'd — December 7

Continuing The Santa Clause film trilogy, which consists of The Santa Clause, The Santa Clause 2, and The Santa Clause 3: The Escape Clause.

4) The Mysterious Benedict Society Season 2 Finale — December 7

Based on Trenton Lee Stewart's children's books, The Mysterious Benedict Society is a mystery adventure.

5) The Villains of Valley View Season 1 Cont'd — December 7

The Villains of Valley View. Vic, a scientist who is married to the electrically powerful Eva, and their three children, Amy, Jake, and Colby, make up the titular supervillain family.

6) National Treasure: Edge of History Series Premiere — December 14

The action-adventure film series National Treasure will be continued in the upcoming series National Treasure: Edge of History.

Which movie/TV series you anticipate most?

Will the upcoming series help boost the platform usage?

Do you think Disney can start profit in streaming next quarter?

Join our topic and win at least 50 tiger coins~