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Disney to take $1.5B stake in Epic Games

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

#331
post #218

Earlier quoted context omitted.

If you ignore the Covid drop, the trend change seems to start in 2019 when they bought Century Fox.

I’m not sure what the exact cause is, but for some reason, they lose billions on streaming (page 24): https://thewaltdisneycompany.com/app/uploads/2023/11/Q4_FY23...

How much of this is real losses and how much is accounting tricks by licensing content from themselves?

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

#332
post #278

Earlier quoted context omitted.

Really? I thought Disney was doing well. Their subscription service is only behind Netflix and Amazon, the latter of which includes its service in Prime so is not an equal competitor. Further, their ownership of Marvel has provided them some of the largest grossing films of all time, and their Star Wars acquisition seems to be paying off. The parks seem to be quite strong, but I've only experienced the Japan ones. Ov…

> Their subscription service is only behind Netflix and Amazon Because it's drastically cheaper in an obvious dumping exercise, and has some interesting IP kids and grown ups that used to be kids want to (re)watch. However there really isn't that much content on it, nor is new content coming that quickly, so at some point after everything of interest has been seen, people will start unsubscribing. This is why Netflix…

This is the root issue with these - people subscribe to Disney+ et al because it has everything (Ariel voice) and then they get bored having watched it all, the kids are satisfied by a single dvd on repeat, so you let the subscription lapse.

I had D+, Prime, and Netflix at one point and now have none.

The DVDs at the library are free, too.

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

#334

Earlier quoted context omitted.

Id say fortnight has quite the ways to go then. Counterstrike and World of Warcraft have 15-20 years headstart and are still going.

I was actually thinking about World of Warcraft when I was thinking about a game that failed to be sticky. World of Warcraft peaked in subscriber count in 2010, and has generally seen steady decline since then. I think the numbers for WoW look worse when you consider how sharply it's share of the video game market has declined. The video game market has ballooned in size while Wow's user base is slowly bleeding out.…

World of Warcraft is no failure by any measure, but it’s not the world-defining explosion it once was.

Existing players keep playing but you rarely hear of new players; at best they may convince old subscribers to return.

Minecraft is also old but seems to be collecting new players decently well.

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

#335

Earlier quoted context omitted.

Id say fortnight has quite the ways to go then. Counterstrike and World of Warcraft have 15-20 years headstart and are still going.

On longevity+userbase I think Minecraft and Roblox might have both beat. Both are 15+ years old, with enormous userbases, crucially their userbases include huge numbers of kids. WoW and Counterstrike have large loyal fanbases, but I'd be surprised if the age of the average user didn't increase by around 1 year per year.

Exactly - a very successful business can be had serving an existing group of customers for life, but eventually it will die out if new blood isn’t entering. Perhaps the only new kids playing WoW are literally children of people who met in the game …

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

#336

What's Fortnite? -- 35 year old man

It's a Battle Royale game with building. Third person shooter. 100 players are dropped off on an island, last one alive wins.

A circle is around the island that slowly becomes smaller. If you're out of the circle you take damage. This essentially speeds up the later parts of the game.

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

#337

Earlier quoted context omitted.

I see huge potential for NFT integration as well. Imagine buying a Mickey Mouse skin in Fortnight and being able to use it in one of Epic Games' other games too. Lots of possibilities.

Nobody cares. The NFT thing never made sense as anything but a receipt.

I have a receipt from Walmart for an Xbox game, that will let it play on a PlayStation, right?

;)

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

#338
post #292

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 ... I miss Unreal and Unreal Tournament .

This, so much.

Unfortunately all we get is content now. Even games have started to become pure daily content.

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

#340

Earlier quoted context omitted.

I’m not sure what the exact cause is, but for some reason, they lose billions on streaming (page 24): https://thewaltdisneycompany.com/app/uploads/2023/11/Q4_FY23...

How much of this is real losses and how much is accounting tricks by licensing content from themselves?

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