The Call Of The Mouse

August 31st, 2009 by Kyle

The Wall Street Journal has a minute by minute analysis of the Disney-Marvel investor conference call. Some interesting stuff. Read into it what you will.

Also, you can listen to a webcast of the entire call here.

(Picture shamelessly jacked from Bleeding Cool).

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2 Responses to “The Call Of The Mouse”

  1. David says:

    1) I would imagine one of two things. First, Disney pulls the title licensing agreement and transfers everything to Marvel. Second, DIsney spends a bit of extra cash and buys Boom, merging it with Marvel.

    2) This is a non-question. Marvel's been moving towards direct distubution for years now. Sorry, Diamond, but you're probably oging to get screwed here.

    3) We're going to directly answer that question on our next podcast. The short answer is that this is another non-issue. After all, Disney produces such adult fare as Lost, Desperate Housewives, and Grey's Anatomy through their ownership of ABC.

    4) Yes, Marvel can squeeze competitors out. Especially if Diamond goes under becasue of this merger. However, if digital publishing becomes the industry norm along with small print runs, then it becomes harder for Marvel to be the Microsoft of the industry.

    5) $4 billion is a bit much. But consider that the new wave of movies under Marvel are gaining momentum again. Iron Man pulled in $300 million. Spider-Man alone is worth a couple billion; even a 50/50 revenue split with Sony makes it worth 1 quarter of the purchace price. And that's not including X-Men and the upcoming Thro, Cap, and Avengers movies or anything else from the Marvel line. My guess is that Disney recoups it's cost here in about 4 or 5 years.

    6) Again, we'll talk about how all the arms of Disney interact with each other in the next podcast. Also, Disney faced boycotts over benefits to gay employees and special 'gay familiy' days. The protestors have all been told politely to get off the lawn.

    7) My guess is, becasue Disney is currently undergoing a $1 billion makeover for California Adventure, and the lack of a Marvel Attraction at Universal Studios Hollywood, this means the time is right to add an extention to California Adventures that is Marvel themed. When the contract with Universal is up, so long and thanks for the memories.

    8) No. Becasue this is no way Howard the Duck can be made any better. It s the pinnacle of awesomeness.

    9) The Hulk. Sorry, Bob.

    10) They've done holographic pogs beck in the 90's. If things go wrong, and a Jonas Brothers comic book would be an indication that things are indeed wrong, it's not that far of a stretch.

  2. David says:

    Sorry, the above was in response to the 10 Questions bit from the Twitter feed.

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