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Disney to take $1.5B stake in Epic Games

cnbc.com

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Re: Disney to take $1.5B stake in Epic Games

#51

Post by gamepsys »

Disney gets more IP in front of more 13-25 year olds. This is a very impressionable age group, and can create life long fans. This is a good value proposition for Disney. Epic probably gets an increase in valuation -- lifeblood for tech companies.

Collaboration skins are massive for revenue. However, I'm concerned this relationship will force uncool collaborations with Fortnite and reduce it's appeal. Disney has had some flops recently. Long term the trick for Fortnite is to become the most sticky online videogame in history, with most games bleeding audience over time. Epic is more than just Fortnite, but I imagine this deal is entirely about Fortnite.

Re: Disney to take $1.5B stake in Epic Games

#52

Post by pnw »

chr-s wrote: post #9

Disney use Unreal Engine for their dynamic greenscreen LED wall which they film The Mandalorian and others against. That's got to be at least as important as Fortnite characters.

Epic doesn't charge for use of Unreal Engine in vfx, and overall I don't think vfx is a very profitable space for most software companies. It's a low margin business, mostly outsourced. I doubt that Hollywood studios are going to pay any vfx provider a share of revenue in any case.

Re: Disney to take $1.5B stake in Epic Games

#53

Post by brokencode »

FinnKuhn wrote: post #34
brokencode wrote: post #28

Earlier quoted context omitted.

Ally of Apple in what way? Do they give each other favorable deals or work closely together on any important projects? I haven’t heard of anything major along those lines. I think an appearance of friendliness mainly came from Steve Jobs, and he’s been gone for a long time now.

They seem to have cooperated in regards to bringing Disney+ to Apple Vision Pro unlike Netflix, who don't offer any kind of App. https://www.apple.com/newsroom/2024/01/apple-previews-new-en...

Big deal, they made a Vision Pro app. They’re also still trying to grow Disney+ as quickly as possible in a very crowded market. They have a lot more motivation to try different things than Netflix, which is in a much more entrenched position.

Re: Disney to take $1.5B stake in Epic Games

#54

Post by [deleted] »

ArtificialAI wrote: post #48
rowanG077 wrote: post #32

No please no, god no. Disney rots everything it touches and epic games is more than rotten enough as it is.

Oversimplified negativity towards Disney and Epic Games doesn't capture their diverse contributions. A more nuanced view and consideration of both positives and negatives is advisable.

[deleted]

Re: Disney to take $1.5B stake in Epic Games

#55

Post by brokencode »

favorited wrote: post #33
brokencode wrote: post #28

Earlier quoted context omitted.

Ally of Apple in what way? Do they give each other favorable deals or work closely together on any important projects? I haven’t heard of anything major along those lines. I think an appearance of friendliness mainly came from Steve Jobs, and he’s been gone for a long time now.

Bob Iger was literally on stage at the Apple Vision Pro announcement, demoing how they're bringing Disney+ to AVP.

So what? Disney gets to push Disney+ at a huge, well covered event. Apple gets a big streaming app on release day for their new headset at a time when their relationship with Netflix and other companies is not great. That’s no indication of an “alliance”.

Re: Disney to take $1.5B stake in Epic Games

#56

Post by ArtificialAI »

iamtheworstdev wrote: post #24
BadHumans wrote: post #22

Earlier quoted context omitted.

Who needs whose legal department and why?

Epic vs Apple just became Disney vs Apple

Disney boasts a diverse array of partnerships across various industries, and I believe that this specific collaboration won't adversely impact Disney's already formidable alliance with Apple. On the contrary, there's reason for enthusiasm regarding the possibility of Disney venturing into new territories where they haven't historically been prominent players. The prospect of Disney making substantial investments in these uncharted areas could lead to exciting developments and innovations, further strengthening their overall position in the market.

Re: Disney to take $1.5B stake in Epic Games

#57

Post by haunter »

Animats wrote: post #14
haunter wrote: post #3

Epic does what Facebook couldn't. The Metaverse is real I bet Zuck never ever played an actual video game in his whole life https://compote.slate.com/images/760b74a3-7156-4dbe-90bd-b02...

Epic never did the metaverse. Sweeney talked about doing it, but they never shipped. Unreal Engine heavily preprocesses content in Unreal Editor, then trusts that content. For a metaverse, you need to do more of that server-side. Back when Sweeney was talking that up, I was expecting metaverse-in-a-box in Unreal Engine 7. That seems less and less likely. The metaverse is real, and it's called Second Life. Which is a…

>Epic never did the metaverse

Already exists and it's called Fortnite

Re: Disney to take $1.5B stake in Epic Games

#58

Post by set4 »

pnw wrote: post #52
chr-s wrote: post #9

Disney use Unreal Engine for their dynamic greenscreen LED wall which they film The Mandalorian and others against. That's got to be at least as important as Fortnite characters.

Epic doesn't charge for use of Unreal Engine in vfx, and overall I don't think vfx is a very profitable space for most software companies. It's a low margin business, mostly outsourced. I doubt that Hollywood studios are going to pay any vfx provider a share of revenue in any case.

This is changing:

https://www.theverge.com/2023/10/5/23905082/epic-unreal-engi...

Re: Disney to take $1.5B stake in Epic Games

#60

Post by chaostheory »

vineyardmike wrote: post #8

Epic games has the potential to be the virtual Disney World - just available to everyone on the planet instead of those with enough money to visit a park IRL. Disney has a great flywheel where their IP drives content, toys, and experiences. This is just the latest experience, and it’s something they can’t build themselves. I bet you can expect more content on fortnite to be with Disney IP; skins, events, maps, everyt…

> Epic games has the potential to be the virtual Disney World - just available to everyone on the planet instead of those with enough money to visit a park IRL.

How? EPIC doesn’t have a VR platform at the moment.

The deal still makes sense though. Disney needs to control a video game platform.

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