The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Investroid - Are you over-ramping PVOD as an alternative to cinema? It is important to consider the obvious downsides it has in the long-term. First of all, we are living through a once-in-a-lifetime pandemic event. During this unique time, there are very obvious reasons why PVOD may be appealing now, but once normality resumes, and it is a certainty that it will at some point, likely mid next year, the experience watching a blockbuster e.g. Tenet on your TV at home will not compete with IMAX. They are very different experiences. Both can coexist.
I think the question for cinema in the long-term is whether the experience has deep value, and is something people will always want to do rather like flying to other countries, socialising in groups, eating at restaurants, going on holiday etc. I have never met a single person who has said they will never go to the cinema again after the pandemic, or any of those other activities.
Alternatively, you may believe cinema doesn't have deep value, rather like commuting to offices to work every day, or doing the majority of shopping at malls instead of online. I know many companies who have said employees can work from home forever if they want to for example.
I think it is the former. I'm not sure whether you agree or not.
1. You would need to believe the figures which are all guesses.
2. There’s only been one big film out this year so demand for a new blockbuster when there’s minimal on at the cinema should have been much higher.
3. There’s no second bite at the cherry, normally films go cinema then vod meaning two sources of income for the film, this only has the one.
4. If multiple films go to vod then competition means people won’t fork out cash for multiple films.
5. Unlike cinema where people need to plan a time to go, vod can be done straight away so will likely tail off quickly as most who want to pay for it will have done so.
I’m sure it hasn’t been a flop but I’m also sure if they had done a short run in the cinemas followed by vod they would have made more money.
Sony has moved Connected, the anticipated animation movie from October.
This is spooking many that Marvel/Disney will do the same for Black Widow.
I don’t believe it will, Black Widow would turn impact the rosta for several big Marvel movies and Disney need to maintain the release date of 6th November.
Source: https://www.screendaily.com/news/sony-pushes-connected-deeper-into-2020-as-speculation-mounts-over-black-widow/5153269.article
Investroid, Bravo! you started believing in guess work now not the original figures as below, Also if you think this business will not survive then why are you here, you have told me before you have not shorted the stock but why would you be looking for a position in a stock that is going to go bust. By being here you are proving to others that you beleive in this business. The more you are here the stronger my belief gets about this business.
https://www.google.com/amp/s/uk.mobile.reuters.com/article/amp/idINKBN26106C
Samba TV, which tracks viewership on smart TVs, estimated that more than 1.1 million U.S. households paid $30 each to watch "Mulan" on Disney+ between Friday and Monday.
Mulan collection meagre $33 million and disney trying to save face by saying nothing. No other way to release movies other than theatres if you want to make money.
Another one below
"Consumer spending on the Disney+ app also climbed 193% to $12 million compared with a week earlier, which is no doubt down to people paying the additional $29.99 to watch Mulan."
https://whatsondisneyplus.com/mulan-causes-major-spike-in-disney-downloads/
If Disney had made such big revenue they would be boasting about it and not saving the face by staying silent. They would straight away move other movies to PVOD but nothing is happening. Stay tuned when they release figures in November when they will embarrass themselves and others for PVOD release.
Not even close, I have a Samsung 88" with Sonos and yes it's goid but not close to the cinema
And if Disney confirm it then I'm sure you'll find a way to not believe that too. Doesn't matter, entertainment sites are running with this story. Disney + gamble of putting Mulan on PVOD paid off massively.
Too many investors falling in love with a share. Reminding me of those violin players on the Titanic.
I think Covid-19 has presented streaming platforms a perfect opportunity to test and get consumers used to PVOD.
Mulans overwhelming success on PVOD may just be a huge turning point in the entertainment industry, normalising PVOD content.
It was our first foray it too. I have an LG C9 55inch TV with a Q90R Dolby Atmos Soundbar and recliner sofas in our lounge. We purchased Mulan for the 4 kids in our extended family during a birthday party and they've now seen it a few times, all from the comfort and safety of our own home in a theatre like but home experience.
This is all speculation and means nothing, if this was true then Disney would announce it themselves as a great achievement. Excuse me if I don't believe the twisted words of a known de-ramper and wait for an official announcement from Disney.
You haven't posted another part. "They also came out with virtually no competition...". Competition, there is none at the moment. Hard to judge on performance yet.
The initial estimates for Mulan are in, and while the movie might be struggling in its theatrical run internationally, it seems to have scored and absolutely massive "opening weekend" on Disney+. According to the analytics research firm 7Park Data, more than 25% of U.S. households that subscribe to Disney+ sprung for the $30 price tag to purchase Mulan last week -- making it the most watched item on the platform by a wide margin. And since Disney doesn't have to share that revenue with theatrical exhibitors, it means the gross revenue they took in likely far exceeds what they would have made with a traditional release.
One estimate suggests that there are around 30 million U.S. Disney+ subscribers, so if the reported 29% of users really did pay to watch Mulan, that translates to a $260+ million opening frame. If a movie were to gross that at the box office, it would place #2 on the all time domestic openings list (just a hair ahead of Avengers: Infinity War) -- and again, that would mean sharing the revenue with theaters.
https://comicbook.com/movies/news/disney-scored-big-win-with-mulan-premium-access/