Disney Earnings Call Highlights

Key Points

• Bob Iger's Remarks on Fantastic 4:

  • Bob Iger emphasized the importance of Fantastic 4, despite its poor performance.
  • He considers Fantastic 4 as a "new property" for Disney.

• Disney's Priorities:

  • According to Iger, there is no specific priority between creating sequels, remakes, or original content.
  • Disney aims to produce great movies that resonate with consumers.

• Current Slate:

  • Despite claims, Disney’s slate is heavily franchise-driven with titles like Zootopia 2, Avatar sequels, and more.
  • There's significant focus on live-action remakes, such as Moana in 2026.

• Creation of New IP:

  • Iger claims a focus on developing original property, though skepticism exists about what constitutes "original".
  • References to 20th Century and Searchlight as sources for original content.

• Performance of Fantastic 4:

  • Although it had a strong opening, it experienced a steep decline in its second weekend.
  • Positioned as a significant addition to the MCU, though its financial success is questioned.

• Other Disney Releases:

  • The live-action Lilo and Stitch was highlighted for its $1 billion success.
  • Sequel releases like Zootopia and Avatar are anticipated for strong box office performances.

• Strategy for Streaming Services:

  • Plans to merge Hulu and Disney Plus into a single app by 2026.
  • Combination aims to increase engagement and platform success.

• Upcoming Releases:

  • Upcoming films like Freakier Friday are expected to have solid openings.

Conclusion

• The call indicates Disney’s focus on strengthening its existing franchises while trying to introduce new IP.
• However, there remains criticism regarding the true originality and financial realities of some listed properties.
• Disney’s future strategy involves both box office releases and strengthening streaming service offerings.