A: Marvels fan base has reeled in 22 billion dollars (Averages 1 billion dollars per movie). Disney+ shows releasing will give Disney more money than a theatrical release. With each show having 6/8 episodes, spread out to one episode per week, and the one week wait before the premiere the viewer will pay for $14 dollars to watch the full show, and being there is 4 shows, that would be $56 dollars per account, and each account is subscribed for about 3/4 of a year. I argue that the marvel fan base craving new content stuck in there homes would un-questionably buy this. Marvel's fan base has broken records. Avengers Endgame grossed over 2 billion dollars. The business plan they have set of "watch it or have it spoiled" is such a great pull to buy. Look at hamilton. It cost Disney 75 million dollars to show, and they earned 752,451 watchers ($5,267,157). The fan base plan works
B: Disney tried out their theatrical release program with Mulan. If they were to establish this with Black Widow, at $30 it could be INCREDIBLE. Let's say the number of people who saw Guardians of the Galaxy (#11 out of the top movies, being fair here) purchased it. The movie made $722 million in the box office (ONE OF THE WORST, AGAIN IM BEING FAIR HERE). Let's divide it by 11 dollars, the average ticket cost being either 8 and 13. You get 65 million people. Let's say that 10 percent of those people will watch the movie either pirated, in the same household, or with the same account. You earn $900 million dollars, and that is being extremely extremely fair. NOT TO MENTION: TO PAY THE $30 YOU NEED TO BE A SUBSCRIBER. Disney could make substantial new numbers just from subscribing and keeping people if they enjoy it.
C: ESPN has seen a large increase in viewing numbers since the NBA resumed. You could argue this is the case because everyone is stuck inside, and the NBA is on almost every day. Because earnings were reported when Disney was making little profit from ESPN at the time due to COVID, I would argue that with the massive increase it could surprise investors.
D: The money that is going to be gained when parks, services, cruises all come back will just be on top of the money pile.
I'm 16 years old, I have a joint account with my dad and have been investing with the money I am making from my job. I am learning this business but I hope you enjoyed that analysis.
Submitted September 07, 2020 at 09:26PM by chadthaller https://ift.tt/2GFUzFB