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On Tuesday, Deutsche Bank analysts, led by Bryan Kraft, improved Disney’s stock to buy while the all-inclusive corporation is streaming. The corporation also believes that the resumption of theme park attendance is increasing. Bank sees Disney as an action that will definitely respond to COVID’s positive news, with the panel in the last circular discussing the bullish call.
MYLES UDLAND: All right, now is the time for our call of the day. And today we’re talking about Deutsche Bank’s latest news about Disney stock. The company is, or the company is in the process of updating the shares, excuse me, buy, increase your Disney value target to $163 according to the stake. Now, I think we’re all very aware of what’s happening in the Disney world, I guess we say, to use a bad word game. – in recent years, right? This is the D2C. Disney, wonderful weekend for that. I’m sure we’re going to stop by and spend there with Mulan and all that.
But Dan Roberts here. I think it is attractive to see Deutsche Bank call it the “D2C land grab phase” because I think it is an acknowledgment that they agree with their thesis that there will only be a limited number of winners. There cannot be too many. streaming services. There will have to be some kind of consolidation or standardization in the market. And – and Deutsche Bank here is saying that Disney has earned its territory and will never turn it back.
DAN ROBERTS: Well, yes. And by the way, it’s not just my thesis. I mean, as you mentioned, this note mentions that Disney is streaming and written as if it were news. I mean, Disney was it. And in fact, I don’t forget when we wrote more than a year ago and a part ago, when ESPN had just been released and that there was still no Disney, the call wasn’t even there, when Bob Iger said an effect call that D2C was now the company’s number one priority.
And I write that because it was the first kind of signal, the first time we heard that. Well, now it’s very obvious. I mean, it’s the long run and where everything goes. By the way, I’m sure we’ll deal with this later in the series, but there’s a quick irony to talk about a bullish note at Disney today. because the reviews of “Mulan” are very bad, very bad. And I’m sure Melody Hahm will tell us more about who saw it. I didn’t look at him.
But it is also valuable to note that this memorandum mentions the fact that it is still imaginable that Disney can eventually integrate tactics with the ABC and ESPN media networks, as that almost contradicts the thesis that Disney does D2C very well. Because even though the brilliance and glamour when we communicate about Disney’s D2C is, first, Disney, then possibly second, Hulu, which is now majority owned, then there’s ESPN.
And that’s why it’s appealing to me to say on the same note that, you know, everything goes on the D2C, it seems very prudent in that sense, but it may also only sell ESPN. Well, what is it? And ESPN continues to grow slowly but safely. This was a little gradual, no, not the exciting and sexy expansion of rockers, disney.
But, look, “Mulan” is going to be a first attractive sunflower check because of the burden of owning it, having virtual ownership. And apparently, if you can wait until December, you don’t have to pay more for it. And unfortunately, based on the revisions, I think it could end up being a problem. I think a lot of other people will be waiting until December, but let’s see.
And finally, I’ll have to mention that SensorTower just shared with Yahoo Finance the knowledge that recommends that on the holiday weekend, that is, 4 days, Friday, Saturday, Sunday, Monday, there was about $15. 3 million in in-app expenses through Disney. The truth is that we warned, that doesn’t mean $15 million at a $30 “Mulan” fee. This can come with many other people who sign up for the subscription in the first position and who first had to point out and then pay for ‘Mulan’.
So, you know, with the broadcast, and we communicate a lot about it, but it’s hard to get a standardized set of numbers on which to make a judgment about streaming an original film release, you know?We also know this with Netflix, where he selectively chooses and chooses and says, look at how many other people have seen this terrible mystery film about the murder of Adam Sandler.
Well, of course, however, they don’t accentuate the numbers of the units. Only percentages when it’s a wonderful success. It’s very difficult to make a judgment right now. But I guess my reaction to the note is, yes, we, we knew, we knew Disney could see where it was going and where the record was, and prioritize the broadcast now.
MELODY HAHM: Yes, Dan, for your point, there are many possible options here, and it is allowed, no, when it comes to global transmission because there is no standardized infrastructure. And a friend of the show, Jason Reid, on Friday, who is a manufacturer of “Mulan,” echoed that sentiment. I have to say you asked for it. ” Mulan” was pretty bad.
And in general, I would say that I am, like, the demographic organization that would have liked it to be decent just because of the game of nostalgia, but the cartoon came out, as we know, in the 98, 22 years. later, it was a great disappointment. There’s been very little character development, you didn’t feel any attachment to Mulan, you didn’t feel that father-daughter courtship that’s at the center of the film and it does it as some kind of homage, that kind of filial responsibility. There was no such accumulation.
I’m not going to give spoilers, but there was no Mushu, there’s no music. There were none of the kind of charming elements that really made “Mulan” “Mulan” and the kind of Disney magic that can be expected as the fundamental point when watching a Disney movie. So yes, this – this note is not very attractive to me just because what interests me most is that “Mulan” was a very big disappointment.
And I want to point out, okay, Jason Reid, who’s a producer. He’s a very complete white guy who’s a Disney executive. The director of this film is also a white woguy, and most of the writers in his film were also white. So just to give you an idea of how little it’s replaced in terms of the kind of behind-the-scenes, objective, and narrative view. Unfortunately, he did not feel very authentically Asian in masculine forms. to point it out.
MYLES UDLAND: Well, I think that raises the question, however, that we communicate with Disney all the time. I think we’re communicating it with content in general, that is, does it matter if “Mulan” wasn’t smart?for Disney’s ambitions? And I mean things like that where there’s an inevitability on the mast of your store, you know, if it’s the . . . I don’t know, Dan, you’re good. You have Marvel, don’t you? Disney owns all the Marvel boys, is that the right guy?
DAN ROBERTS: Yes.
MYLES UDLAND: I see you nodding, yes. So everyone has their tent movies, that’s fine, and they throw them every single one from time to time. I mean, think of the new “The Lion King,” a movie that also sucked but worked well because there’s a sense that, well, whatever happens, it’s smart for Disney. And then I wonder, Melody, how vital it is to them – and I think other people called “Mulan” soulless, right?How much they care about those movies coming out. And it’s like, yes, well, that promotes strategy, so that’s smart.
MELODY HAHM: Well, Myles, I have to push that back because Disney recognizes the desire to invest more in the actual original narrative because they’ve gotten a lot, it’s in 2020, there’s a lot of reaction, this is almost understandable 20 years ago when there are many of those cultural appropriations outside the issue. You don’t know exactly what the situation is.
Take, for example, “Aladdin”. In fact, leading to “Aladdin,” I really know someone who was hired in particular to shape Disney’s diversity team to review everything, moment by moment, scene-to-stage, to see how the Middle East would react. And the Middle East has responded, wrongly back to the basis of the kind of representation of Arab nights, et cetera, and I think the same is happening with this film.
I must say that even as a child, which is kind of a demonstration you deserve to have for a Disney movie, I’d miss watching “Mulan. “For example, the first 30 minutes, I don’t think a child’s interest would be stinged or sustained, and that would possibly seem harsh. I. . . I’m curious to hear when someone else sees it in our programming to fight me here or . . . or recommend a counterpoint. But I can tell you firsthand, if I was 10, I wouldn’t put this entertaining movie in all of them.
And, Dan, I know you discussed it before, but just thinking about it, you know, the manufacturer says it doesn’t have to be an action movie, it’s more about emotional connection. But there weren’t any, so I’m not sure, you know, where the trajectory comes from here. But I guess, Myles, to get back to your point of origin, I guess it doesn’t matter. for me, I would have liked it to count.
DAN ROBERTS: Well, guys, I’m really with Melody in the sense that I wouldn’t say it doesn’t matter because Disney’s recent series of live action remakes were all those mega hits. ‘Aladdin’, ‘The Lion King’, and long before that, ‘The Jungle Book’, which was through another Disney component, maybe Disney animation or something. Everything was computerized. But he was the only one who thought he was very good.
But those 3 live remakes from old animated films have raised over $1 billion at the box office. They were huge. And, of course, with “Mulan,” you know, we’ll never know what he would have done with a non-pandemic general theatrical premiere. Maybe that would have made massive numbers anyway, despite the bad reviews.
But now I think about this: it simply shows, or at least the story in retrospect once we get through the pandemic, that those Disney live action remakes are no longer considered guaranteed in the auto box workplace with intelligent faith. Mulan. ” And again, I talked about it, however, it will be very attractive to see how Disney spins and promotes numbers to verify and say, look, it’s a great success.
And we deserve to warn, it hits US outdoor theaters in many markets, so it is a hybrid model. We will see how it works. But, you know, it’s hard, hard to say now, oh, everything Disney does. I mean, for a time there in 2018 and 2019, the Marvel videos were all massive money cows. “Star Wars” videos, and all of a sudden it was like, well, all that makes the workplace smart is Disney. Well, “Mulan” not so much at the moment, but let’s . . . I’ll see in a week or two.