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Episode Description: The Future of Disney, Hollywood Mergers, and Streaming Strategies
In this episode, the hosts are recording early due to Craig's upcoming wedding. They dive into the world of Disney, starting with Bob Iger's plan to save his legacy. They analyze Iger's past actions and emphasize the importance of him selecting a successor.
The hosts also address the recent box office disappointments of Disney movies and the need for the company to adapt its strategies. They explore the decision-making process within the AMPTP (Alliance of Motion Picture and Television Producers) and shed light on the power dynamics between different studios and streamers.
One question that arises is whether production budgets for movies have increased. The hosts attribute this to a short-term spike caused by the pandemic and discuss the potential long-term implications.
Government regulations and their stance on Hollywood mega mergers are also a topic of discussion. The hosts speculate on the possibility of further consolidation in the industry.
Another key point is the logic behind the creation of premium video on demand (PVOD) and streaming windows for successful films. The hosts delve into the reasons behind this strategy and its impact on the industry.
Looking ahead, the hosts predict that Lionsgate will be the first streamer to abandon its current model and opt for licensing, similar to Sony. They also explore the potential for other streamers, such as Paramount Plus and Peacock, to follow suit.
Wrapping up the episode, the hosts share a call sheet for the highly anticipated movie "Mission: Impossible - Dead Reckoning Part 1" and discuss the box office expectations for the film.