So, at this point, post D23, we've looked at the company as a whole, we've looked at each of the six American Disney parks, each in their own episode, and today we're going to explore movies, streaming, and TV entertainment that's set to be released in the next year or so.

Disney's slate of projects prompt some interesting questions,

such as, how will the Disney-owned studios work in the years ahead? We will look at some

individual films, but the more interesting questions have to do with how these films together

attempt to reposition Disney in the post-COVID theatrical market.

That is, though we'll look at a few individual titles, we'll mainly be looking at large trends,

especially as Disney tries to reposition itself in the theatrical market, as that pandemic grows smaller and smaller in the rearview mirror.

So we've got a lot to explore today.

If you're ready, let's go.

One of the most interesting things about the materials screened at D23 was how deeply Disney is now leaning back into its theatrical releases.

The last two D23s were far more focused on cinematic quality shows coming to the Disney Plus streamer. Since the last D23

Expo in 2022, investors have sharply moved away from streaming, leaving Disney and other studios

in a difficult place. In many ways, the big money deals for streaming happened between

2017 and 2023 large projects filled

with a list stars complex special effects and well-known IP but that era has now ended for the

most part Disney Plus and the other streamers are no longer offering contracts worth hundreds of millions

of dollars to production companies to create content that's designed to increase the streamers'

number of subscribers.

And this leaves Disney in a very difficult space.

Streaming initially was offered as a partial or even near full alternative to cinemas.

Customers would watch cinema quality movies and series at home instead of making regular trips to the movies.

The studios in return would receive all of the monthly subscription dollars instead of splitting the box office take

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