Disney
also referred to as: disney+
includes Disney Store, Disney Star, Disney Animation, Disney Plus, Disney Parks, Disney Studios, Disney+ Hotstar, Disney Stores
71 statements across 6 episodes · 31 bullish · 19 bearish · 2 people on the record · first statement Jul 25, 2023 by Ben Gilbert · said 102 times in 14 episodes since 2022 · across every show →
Mentions by year, the whole family
brought up most by Ben Gilbert (53), David Rosenthal (49)
tap a year for its mentions
2026 70 mentions in 3 episodes 23 per episode
2025 23 mentions in 5 episodes 5 per episode
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- TSMC · Acquired
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2022 7 mentions in 4 episodes 2 per episode
Everything said about Disney, oldest first
Jul 25, 2023 positive
Only Extreme-Scale Brands Can Profitably Bypass Traditional Distribution Channels
“There is this tipping point where a brand becomes the scale player. Like, think about Disney in media. They've become the scale player. They can run a different playbook and go directly to customers in a way where other places that make content need to integra…”
Aug 26, 2025 bullish
Dec 15, 2025 bullish
Jan 27, 2026 positive
Jun 23, 2026 positive
Animated IP has superior economics because characters require no profit share
“There really is something unique about animated IP in its timelessness, in the ever availability of its stars, in the better economics of not having to share too much on the back end or in merchandising fees, et cetera, with stars.”
Jun 23, 2026 positive
Jun 23, 2026 negative
Frequent studio ownership turnover prevents multi-decade IP compounding games
“And Disney is playing a many decade compounding game, which can take three decades to really kick in. And all these other studios change ownership every decade. And so there's really not the right, like, ownership incentive structure to play a three-decade gam…”
Jun 23, 2026 positive
Jun 23, 2026 negative
Disney recouped just $325,000 on Fantasia's $2.3 million budget
“The budget for Fantasia was 50% bigger than Snow White, and in the first run at the box office, they tried to use Fantasound, this new sound technology they had invented, and distributors didn't pick it up to do like a real first run, and so out of the 2.3 mil…”
Jun 23, 2026 positive
Mickey Mouse watch sold 2.5 million units and saved Ingersoll Watch Company
“In 1933, right after he takes over, he does a deal with the Ingersoll watch company to manufacture the famous Mickey Mouse watch. That watch would sell two and a half million units over the next two years. The Ingersoll watch company was about to go bankrupt d…”
Jun 23, 2026 neutral
Jun 23, 2026
Disney created four sponsored pavilions for the 1964 World's Fair
“The four exhibitions that they create for the 1964 World's Fair, many of which should probably sound familiar to you, It's a Small World, sponsored by Pepsi and UNICEF... Two, the Carousel of Progress, sponsored by General Electric. Three, The Magic Skyway, sp…”
Jun 23, 2026 positive
Kay Kamen grew Disney merchandise to $70 million in gross annual sales
“Within six months, Kay takes Disney merchandising from this hodgepodge of random licenses of guys that Walt met on the street... To a real professional operation doing six million dollars of gross merchandise sales within six months. That then grows over the n…”
Jun 23, 2026 neutral
Jun 23, 2026 positive
Jun 23, 2026 positive
Jun 23, 2026
Mary Blair was the first female Disney Imagineer
“She's the one that basically did all the concept art for Alice in Wonderland, which is why it looks the way that it does. She's kind of responsible for that aesthetic. And she was one of the original team members of Imagineers that came over from WED, and I be…”
Jun 23, 2026
Jun 23, 2026
Jun 23, 2026 positive
Jun 23, 2026 positive
Animated IP outperforms live action in flywheel entertainment business models
“The IP that works best for Flywheel Dynamics almost has to be animated, i.e. Not live action, because with live action characters, the characters are too bound up in the actors that play them, and that creates all sorts of problems.”
Jun 23, 2026
Jun 23, 2026 neutral
Aug 10, 2026 negative
Aug 10, 2026 positive
Nintendo's intellectual property rivals Pixar, Marvel, and Lucasfilm combined
“Nintendo is like Pixar, Marvel, and Lucasfilm combined. I mean, they have some of the very best IP in the entire world. They've got three franchises that can stand toe to toe with anything at Disney in Mario, Zelda, and Pokemon.”
Aug 10, 2026 positive
Gilbert: Disney net income grew fivefold to $12.4B under Iger
“Revenue tripled from thirty one billion in 2005 to 94,000,000,020 years later, and net income went from 2.5 billion to 12.4 billion. So interestingly, net income outpaced revenue. They became five times more profitable while generating three times more revenue…”
Aug 10, 2026 negative
Aug 10, 2026 bearish
Aug 10, 2026 neutral
Aug 10, 2026 negative
Aug 10, 2026
Gilbert: Beauty and the Beast featured Disney's first 3D animation
“The background of that Was actually three D rendered using Pixar software. And then they composited using caps, a two D hand drawn bell and the beast dancing. And that is the first time they used any three D animation in any Disney films.”
Aug 10, 2026 positive
Aug 10, 2026 negative
Gilbert: Disney+ series diluted the Marvel Cinematic Universe's stakes
“This is even ignoring the Disney Plus shows, some of which were very cool, Loki and WandaVision, but the existence of them by trying to be bigger and broader and more expansive even than the movies make the original universe feel unimportant.”
Aug 10, 2026 negative
Steve Jobs demanded 100% of Pixar film profits in renegotiation with Disney
“He proposes a deal to Eisner, and this is where the relationship becomes irreparable. Pixar should actually be getting a hundred percent of the profits, not 50%, and they're now prepared to fund the budget themselves, too. Disney would just get a 10% distribut…”
Aug 10, 2026 negative
Aug 10, 2026 bearish
Aug 10, 2026 bearish
Rosenthal: Bass family was forced to liquidate $2B in Disney shares
“In the days after September 11th, they face a margin call on their other investments. They have to become forced sellers of two billion dollars worth of Disney shares, which puts even further downward pressure on the Disney stock, which has already just fallen…”
Aug 10, 2026 neutral
Gilbert: Disney's historic profit eras were structural anomalies
“Disney's gonna be fine, and if managed very carefully, thrive. They're still gonna produce beloved characters and stories we all love, But the prosperity from the late nineties and the 2005 to 20 19 era, that was a complete anomaly due to how good all the stru…”
Aug 10, 2026 neutral
Aug 10, 2026 bearish
Aug 10, 2026 positive
ESPN's cash flow fully funded Disney's Pixar, Marvel, and Lucasfilm acquisitions
“If you go line up those three acquisitions, which sound ludicrous on their price tags, especially when you didn't know how they were gonna pay off, Pixar at 7.4 billion, let's even include the cash in there, that's about two and a half years of cable's then pr…”
Aug 10, 2026 bearish
Gilbert: Every Disney box-office hit after 2016 harvested existing IP
“Everything I can think of that did big dollars after 2016 at the box office, and I picked 2016 because that's when Moana and Zootopia came out. Everything after that that was big box office for the company is harvesting existing IP.”
Aug 10, 2026 positive
Aug 10, 2026
Aug 10, 2026 bullish
Aug 10, 2026 positive
Disney+ Reached 100M Subscribers Within 16 Months
“When they announced Disney Plus originally, Disney said that their goal was to get 60 to ninety million subscribers within five years. All of a sudden, COVID happens. Everybody's sitting at home. Disney gets a hundred million subscribers within 16 months.”
Aug 10, 2026 bullish
Gilbert: MCU became highest-grossing film franchise at nearly $32B box office
“By twenty-twenty-five, the Marvel Cinematic Universe
Has become the most successful film franchise in history.
Generating nearly thirty-two billion dollars at the box office.
That's more than Star Wars.
That's more than James Bond.”
Aug 10, 2026 positive
Aug 10, 2026 positive
Aug 10, 2026 neutral
Netflix functions as a utility button, not a brand with emotional equity
“The Netflix brand doesn't mean anything to anyone. The Netflix brand is the button that I push on my TV when I want to watch stuff. And sometimes it's great stuff, but if it's not great stuff, whatever. It whizzes by. I don't think one way or another about Net…”
Aug 10, 2026 bullish
Aug 10, 2026 negative
Rosenthal: Traditional media companies except Disney are serfs to Netflix and YouTube
“All of these traditional media companies, with the exception of Disney, have basically all become kind of surfs in the streaming kingdoms of the technology companies, of which Netflix and YouTube are actually the winners here.”
Aug 10, 2026 bullish
Rosenthal: Disney grew market cap from $50B to $200B from 2005-2015
“Disney's market cap is up four X to two hundred billion dollars up from the fifty billion dollars when Bob took over. Overall revenue grows from thirty two billion to fifty two billion. Operating income goes from 4.7 to 14.7 billion.”
Aug 10, 2026 neutral
Top weekly Disney+ movies are consistently Pixar and Disney Animation
“We've heard that the vast majority of the top 15 movies viewed every week on Disney Plus are either Pixar or Disney Animation. Not live action, not Star Wars, not The Avengers. The stuff that kids watch over and over. And those Disney animation movies are all …”
Aug 10, 2026 neutral
Aug 10, 2026 positive
By 1994, Disney's market cap topped all other traditional media companies
“So by 1994, Disney's market cap hits twenty two billion dollars, up 10 X from when the Eisner crew took over, and it becomes the highest valued Of all the traditional media companies, more valuable than Time Warner, more valuable than Viacom, more valuable tha…”
Aug 10, 2026 negative
Rosenthal: Disney Merged Fox India Assets with Reliance at Huge Markdown
“Those assets end up not performing for Disney nearly as well as they thought they would. They end up merging them with Reliance in twenty-twenty-four in a deal that values them at only a fraction of what they value them in the Fox acquisition.”
Aug 10, 2026 bullish
Aug 10, 2026 bullish
Aug 10, 2026 positive
Aug 10, 2026 bullish
Aug 10, 2026 negative
Aug 10, 2026 bearish
Aug 10, 2026 positive
Aug 10, 2026 neutral
Aug 10, 2026
Aug 10, 2026 negative
Gilbert: Poor animation quality creates delayed financial fallout for Disney
“Because they don't make most of their money from actual profits at the box office when the movie comes out the first time, There's a delayed impact to animation sucking that doesn't show up in the financials until way later.”
Aug 10, 2026 negative