All we learned from Disney's earnings appeal today

The Walt Disney Company held its call for quarterly results today and, as expected, CEO Bob Iger and CFO Christine McCarthy have taught us a little bit about the company's strategy to go from there. before.

It is understandable that the bulk of the call has focused on the ongoing acquisition of 21st Century Fox and the imminent launch of the Disney + streaming service. We are talking a lot about revenues, expenses, etc., as the dialogue between venture capitalists and two of the most powerful people in the entertainment world is waiting for. But there were some other nuggets of information that might prove interesting for BMD readers:

• Star Wars: The Last Jedi has been very successful, both at the box office and as a motivator for merchandising revenue. In fact, the success has been such that this one (with Thor: Ragnarok and coconut) was cited as one of the reasons why it is difficult to compare the most recent quarter with the same quarter last year. Congratulations boycotters.
• dead Pool will remain R-rated, and future Fox productions under Disney will not be prevented from being, Disney making sure to distinguish them separately from his own movies. Hulu, of which Disney will own 60% after the acquisition of Fox, will likely be the destination for streaming R-rated and adult content.
• Disney will license the content of other studios for the launch of Disney +. Other licenses might follow, even though the weighting will be heavily focused on the content created by Disney. Iger compared the content of the service licenses with Disney's trademark licenses. It would have been a good comparison if the examples cited – Star wars, Indiana Jones, and Avatar – was not subsequently purchased by Disney (with Avatar while waiting for the Fox case).
• The company expects to lose $ 150 million this year in license fees (like Netflix, licensed Marvel brand and Star wars movies, for example) because of the consolidation of its IP on Disney +.
• Disney theatricals keep their theatrical release window rather than compressing it so the material is released earlier on Disney +. Recently, a rumor had run that Frozen 2 would launch day and day the streaming service in parallel to its theatrical release, which can now be completely removed.
• That said: Captain Marvel will be the first theater film to be broadcast exclusively on Disney +.
• The world's most family-friendly entertainment brand for families will not get into the sports gaming sector. Sorry, investor totally cheated.
• In a way, a rumor had circulated that the company would announce the title of Star Wars: Episode IX in the call. But … they did not do it. Roll on this year Star wars Experience, I guess.

That's about everyone: confirmation that Disney will remain an increasingly monopolistic pop-cultural behemoth.