Marvel Entertainment, every mention
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Verbatim, from the transcripts: the passages where Marvel Entertainment comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 2:47:00 David Rosenthal But before we talk about the other two of Bob's big three acquisitions, Marvel and Lucasfilm, now is a great time to thank our friends at Anthropic, the makers of Claude.
- ▶ 2:49:37 David Rosenthal Star Wars and Marvel.
- ▶ 2:49:38 David Rosenthal Well, Marvel is first.
- ▶ 2:49:39 David Rosenthal So in 2009, Disney acquires Marvel for four billion dollars.
- ▶ 2:49:54 David Rosenthal The Marvel movies had already started to come out.
- ▶ 2:49:58 David Rosenthal I think a couple others that had been hits, but, um, nobody could see what Marvel would end up becoming under Disney.
- ▶ 2:50:21 Ben Gilbert Before pursuing this strategy, Marvel actually licensed out their, their best characters to other...
- ▶ 2:50:49 Ben Gilbert So what are you even buying when you're buying Marvel?
- ▶ 2:50:53 Ben Gilbert But the team at Marvel Studios and Disney really figured it out.
- ▶ 2:51:53 Ben Gilbert And it's pretty difficult to estimate the profitability on this, because there's too many assumptions you have to bake in, but it's fair to say there are single digit billions in profit from the box office alone on Marvel movies.
- ▶ 2:52:06 Ben Gilbert And then, of course, there's the consumer products, and the park adaptations, and actually home video for a while, since those Marvel movies were still in the Blu-ray era.
- ▶ 2:52:18 Ben Gilbert So, um, Marvel's also been great.
- ▶ 2:52:21 David Rosenthal Marvel's also been fantastic.
- ▶ 2:53:53 Ben Gilbert It's also fun to sort of speculate on why Lucasfilm and Marvel were lower price tags than Pixar was, like dramatically lower.
- ▶ 2:54:13 Ben Gilbert Turns out they should have paid well less than whatever they were willing to pay for Marvel, too.
- ▶ 2:54:42 David Rosenthal The core film characters and stories are back to all-time heights, not only at Disney Animation, but now Pixar, Lucasfilm, and Marvel, too.
- ▶ 2:57:16 Ben Gilbert Marvel at four billion, that's less than one year in 2009 of cable profits.
- ▶ 2:57:32 David Rosenthal ESPN paid for Pixar, Marvel, and Lucasfilm.
- ▶ 3:09:25 David Rosenthal Ben, like you alluded to, they say they will be ending their content agreements with Netflix and pulling all Disney, Pixar, Marvel, and Lucasfilm content off of Netflix by 2019, which Netflix was already paying them hundreds of millions of…
- ▶ 3:11:48 David Rosenthal He directs all the creative studios within Disney, Disney Animation, Disney Live Action, Pixar, Lucasfilm, Marvel, to start producing content and gearing up specifically for the new first-party Disney streaming service coming in, on top of…
- ▶ 3:11:48 David Rosenthal He directs all the creative studios within Disney, Disney Animation, Disney Live Action, Pixar, Lucasfilm, Marvel, to start producing content and gearing up specifically for the new first-party Disney streaming service coming in, on top of…
- ▶ 3:16:30 David Rosenthal Way more, way more than Pixar, Marvel, and Lucasfilm all combined.
- ▶ 3:19:37 David Rosenthal All of Disney IP, Pixar, Lucasfilm, Marvel,
- ▶ 3:20:34 David Rosenthal The Marvel run is just reaching its apex, its peak.
- ▶ 3:22:32 David Rosenthal And then Marvel, I mean, Marvel's on this absolute high with Avengers Endgame, but the problem is it's literally an endgame.
- ▶ 3:22:44 David Rosenthal Right as Disney is now saying, oh, hey, Marvel, we need you to start pumping out even more content for the streaming service.
- ▶ 3:22:57 Ben Gilbert Marvel actually did have a tremendous amount of foresight.
- ▶ 3:43:43 David Rosenthal And then there's another proxy shareholder fight, this time with Ike Perlmutter, who was the previous owner and chairman of Marvel, and his friend and activist investor Nelson Peltz.
- ▶ 4:00:51 Ben Gilbert And the laying around on Saturday and throwing on a Marvel movie thing.
- ▶ 4:11:40 Ben Gilbert My other one is that the three acquisitions, Marvel, Pixar, Lucasfilm, were brilliant.
- ▶ 4:11:59 Ben Gilbert And is, is Marvel fully exploited now?
- ▶ 4:12:52 David Rosenthal I think these franchises, whether it's core Disney, Pixar, Lucasfilm, Marvel, are just like luxury brands.
- ▶ 4:17:29 David Rosenthal Nintendo is like Pixar, Marvel, and Lucasfilm combined.
- ▶ 4:31:47 Ben Gilbert Some other episodes you may like, the NFL, Coca-Cola, Vanguard, or if you're willing to dive very deep into the acquired back catalog, we've got Pixar, Marvel, Lucasfilm,
The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
- ▶ 1:56 David Rosenthal Our very first episode, Pixar, done Lucasfilm, we've done Marvel, done ESPN.
- ▶ 1:16:35 David Rosenthal And like the problems that Hollywood and most other studios have and Disney too, especially with Marvel.
- ▶ 4:13:11 David Rosenthal Disney, let's put Marvel aside for a minute, uh, with the exception of Marvel.
- ▶ 4:13:19 Ben Gilbert Cause I know where you're going with this and I, the way you feel about Marvel, I feel about the, um, overexploitation of Star Wars.
- ▶ 4:13:45 David Rosenthal And Marvel, ironically, I think, really is the counterexample here.
- ▶ 4:13:49 Ben Gilbert It was on a great, great run, but honestly, it feels like the Disney plusification of Marvel.
The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- ▶ 2:31:47 Ben Gilbert The comps would probably be like Marvel or Lucasfilm.
- ▶ 2:31:51 David Rosenthal I looked at that bigger than Marvel, bigger than Lucasfilm.
- ▶ 2:32:04 David Rosenthal I believe Marvel's not anywhere near that.
Amazon Web Services · Acquired
- ▶ 2:42:51 Ben Gilbert Mine is a very enjoyable show that I watched on Disney plus is a Marvel show called moon night.
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 2:23:13 Ben Gilbert Marvel, and the Marvel Cinematic Universe, and Disney, and I mean, there's been close to 10 episodes dedicated to that world.
- ▶ 2:23:45 Ben Gilbert Marvel, before their most recent stint, mostly did bad deals, as we talked about on the Marvel episode, and this may have been the worst one that they ever did.
- ▶ 2:23:56 Ben Gilbert So, starting around 2000, Sony approaches Marvel and says, we'd like to pay you ten million dollars
- ▶ 2:24:06 Ben Gilbert Now Marvel had never done, the MCU wasn't a thing, Marvel Studios wasn't a thing, they didn't do the deal with Merrill Lynch to go take on a bunch of debt to start Marvel's studio, you know, nothing of that.
- ▶ 2:24:06 Ben Gilbert Now Marvel had never done, the MCU wasn't a thing, Marvel Studios wasn't a thing, they didn't do the deal with Merrill Lynch to go take on a bunch of debt to start Marvel's studio, you know, nothing of that.
- ▶ 2:24:26 Ben Gilbert So Marvel's like, we get a licensing fee, we get some ongoing revenue, and I think Sony said, and we'll split
- ▶ 2:24:43 Ben Gilbert In other ways, you know, maybe they wouldn't have known to start Marvel Studios absent the gigantic success of the Tobey Maguire Spider-Man, but David, ten million dollars and five percent of the revenue is what Marvel gets out of this.
- ▶ 2:24:43 Ben Gilbert In other ways, you know, maybe they wouldn't have known to start Marvel Studios absent the gigantic success of the Tobey Maguire Spider-Man, but David, ten million dollars and five percent of the revenue is what Marvel gets out of this.
- ▶ 2:25:51 Ben Gilbert Because we've got a new Spider-Man who, you know, is the same in the Spider-Man movies and in the Marvel movies.
- ▶ 2:26:07 Ben Gilbert Obviously, Marvel really wants to have Spider-Man included in the Avengers, and they also decide that, well, can we make it so that the Spider-Man movies that are coming out are good and, like, kind of tie in, like, that's maybe the same…
- ▶ 2:26:24 Ben Gilbert It really should be kind of cohesive, and the people over at Marvel, you know, they're artists.
- ▶ 2:27:17 Ben Gilbert So all these recent Spider-Mans, no way home, and it's actually this weird joint ownership where Sony's making the money, but Marvel's making the movie, and they're just doing it in order to, like, get to use Spider-Man in the MCU.
- ▶ 2:27:42 Ben Gilbert Other ones are Marvel movies.
- ▶ 2:27:57 Ben Gilbert If Spider-Man is not the main character, it is a Marvel movie and it's just all the same normal stuff that Marvel always owns.
- ▶ 2:28:50 David Rosenthal So Marvel now has an incentive to make the cost of the movies as high as possible, right?
- ▶ 2:30:20 Ben Gilbert Sony could have licensed all the Marvel characters, but somebody was like, eh, they're all kind of bad except Spider-Man.