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In response to "But that's the difference between the archaic system that has middlemen vs. the vertical integration of Disney+. " by David

Sure, that is the future. That's why they're doing this. -- (edited)

That's also why I'm saying Disney may not have made money off of Raya, but can see that Premiere Access will be profitable in the future.

For Raya, the $105 million worldwide total is shared with exhibitors. With international theater owners taking a larger share. They also did have to market the movie here and abroad. I'd also venture that there's some first/second time infrastructure and marketing costs for Premiere Access that are Raya related.

Let's say the marketing cost is $50 million (way lower than most Hollywood films). Let's also say that Disney takes home $50 million of the $106 million in box office. With a $150 million total budget with marketing, and $50 million in box office, that would mean Raya would have to make $217 million (217 * .92 = 200) from Premiere Access (7.23 million purchases) to have made $100 million in profit.

I think the smarter analysis here is that we just don't know. There are some indicators (rumors of a sequel, and continued Premiere Access) that hint that Disney is happy with the totals, but assuming that much profit doesn't make sense to me.


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