Iger would like 2 slices of cake for dessert. That money has to come from somewhere

Well the context kind of matters. They lost the streaming rights to Indian Premier League cricket which was previously on their Disney+ Hotstar service. That caused 3.8m people in India to cancel their subscriptions as having those rights was one of the main reason people there subscribed.

You guys missed the most damning part of the earnings release - Iger saying that the cost cutting that Disney was doing would allow them to restore their dividend which had been put on pause.

Judy and Nick have already retired to start a PI firm, it’ll be fine.

Frozen II had some patchy (and as you pointed out, unnecessary) storytelling and couldn’t pull everything together into a coherent whole, but there were parts of the film that I thought worked very well. In particular (and I know a lot of people online mock it), Anna’s song after she had apparently lost both Elsa and…

Welp, so much for the idea that Iger was going to save the company; sounds like at best he’s going to stanch the bleeding for the next CEO to take care of.

Toy Story 4 was unnecessary, but didn’t manage to ruin any legacies either. Basically felt like a bonus episode. But it also ended with a note of finality with Woody, and if they bring him back, it would squash TS4's main moment of impact. And he feels too essential to the franchise to NOT bring back.

Frozen 2 was a dud with some beautiful visuals, but they do have some very loveable characters and I hope they just go full out with Elsa coming out.

You know what's grim?  Every sequel for Toy Story comes out after someones dead.  Estelle Harris is the latest person who cannot come back.

their content costs way less.  it’s mostly non-union garbage and you don’t have to pay royalties to sharks!

It was always a very weird assumption to think that there was a non-trivial number of people who weren’t interested in a streaming service that had a huge number of the most critically-acclaimed cable TV shows of all time, a reasonably good selection of recent theatrically-released movies, a good library of classic…

Why would you want to prominently keep the HBO branding? It’s only got 35 years of trusted prestige programming.

well, to be slightly fair to discovery+, their streaming service is profitable and hbomax isn’t.

don’t forget removing the familiar hbo branding and just calling it max, maybe the dumbest thing i’ve ever heard.

Cuts a bunch of programming from HBO Max. Says they’re gonna merge it with Discovery’s platform. Realizes its not a good idea but now has HBO Max without a lot of content to draw subs.

Yeah, again, whatever, just bring back the fuckin’ Bugs Bunny cartoons.

This whole thing, and Zaslav’s cuts, appears to come from a giant misconception that Discovery is a known and appreciated brand or that they have been doing anything right. Putting their hand into HBO, maybe the most reliable quality new content provider in history, because their basement-brow sharkweek bullshit made…

WSJ found that the decision to pull back on merger-palooza arrived after research suggested Discovery+ subscribers wouldn’t necessarily shell out extra cash for an expanded subscription.

Huh, who would have guessed there’s not much overlap between the audience for a show like “Westworld” and a show like “My Kid Got Fat From Eating Out of the Trash Can.”

that brought on up-and-coming comedians