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☀️The DISNEY Plan: Less TV/Movie Spend, More Cash Flow!
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The Wakeup

☀️The DISNEY Plan: Less TV/Movie Spend, More Cash Flow!

Strike's over, back to work! / SIRIUSXM sets new DtoC plan / WME Q3 loss not as bad as forecast

Sean McNulty's avatar
Sean McNulty
Nov 09, 2023
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The Ankler.
☀️The DISNEY Plan: Less TV/Movie Spend, More Cash Flow!
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Mornin! This is Sean McNulty (connect with me on LinkedIn here if ya like), and here’s the Hollywood + Media news to know on THURSDAY Nov. 9, 2023.

Where uh, strike’s over. Never underestimate the power of a #SuperWednesday (although please never ever hold your earnings calls on the same day again DISNEY, WBD and ENDEAVOR mmmkay?).

Great, what a relief. So, uh… now what are we gonna talk about? 😬 Hmm… um, your parents good? Oh right! Hey when is Blue Bloods coming back?

Considering writers have been at it already for about 5 weeks… and figure shooting could be up and running at well-oiled network TV series by maybe early December (depending how THANKSGIVING week shakes out), Deadline’s estimation of a broadcast TV return sometime mid Feb/early March sounds about right.

That’s of course about 4 weeks after the Broadcast networks have already lost their most potent promotional tool #NFL - except CBS which has the Super Bowl (and the most-watched network to promote). So if you’re on a CBS show - clear your weekend of Feb. 11 for a flight to Vegas.

DISNEY officially rolling HULU into DIS+ will also coincide here in March (more on that below), and the OSCARS are March 12 on ABC.

As for volume - it sounds like most shows are taking a 10 to 13 episode approach to the rest of the season.

AND: I’d think the 2024 movie release slate will see a lot of activity over the next week - SONY already moved Venom 3 to Nov. 8, 2024 (previous date was July 14).

THUS: Studio earnings calls will still be talking about meaningful strike effects on earnings calls until… July #yikes, as they won’t have a full return to their core Advertising businesses for another two quarters. Yikes. Will be a helluva Scatter ad market in Q2 ‘24 though.

Oh - somebody tell Chalamet he can say “Wonka” on Saturday night’s SNL.

via Giphy

ALSO: U.S.-paying SPOTIFY subs now have access to 200k audiobooks, and get 15 hours of listening included each month (with 10-hour add-ons avail for a fee).

IN TODAY’S EDITION:

  • DISNEY sees linear TV ad 💰 and #cordcutting losses like everyone else… but is still quite profitable. A dive into the numbers, and comps against NETFLIX and other studios and much more, and what lies ahead for 2024.

  • SIRIUSXM sets big DtoC app streaming plan, plus a

  • WME strike effects not as bad as anticipated… but still a sizable hit to profitability.

  • A24 sets new horror project, FOX sets new viewership high for NFL this season (sorry Taylor) and more.

THE WAKEUP BOX OFFICE POLL

The Marvels latest tracking seems to be $60 Mil to $65 Mil… although there are some that think the number will begin with a 5. Hey um, any chance we can get Brie on Kimmel tonight? Sam Jackson flying out to an owner’s box in Chicago at the PANTHERS / BEARS game tonight may be a bit more of a stretch.

Although at least the 1hr 40min running time should help with the # of showings.

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📺 THE SILVER TV 🎥

Malkovich always insists on closing his own deals. via Giphy

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