Marvel Cinematic Universe: Rundown of All The News At Disney Investor Day 2020

Marvel Studios had a rather large presentation at last week’s Disney Investor Day event and Kevin Feige had a lot of information to share in such a short period. Below is a rundown of most of the new information and adjusted release dates.

What seemed like the biggest announcement made during the massive amount of information was that director Jon Watts has been selected by the studio to reboot The Fantastic Four for them. Watts having worked with Marvel Studios to reboot the Spider-Man franchise with Spider-Man: Homecoming, Spider-Man: Far From Home, and the untitled Spider-Man 3 (currently filming in Atlanta as The November Project).

When Fantastic Four will begin shooting is unknown as Jon will be busy with Spider-Man 3 until it’s release in 12 months and they failed to mention any screenwriters. This will mark the first Marvel film for Watts that won’t have Sony Pictures’ involvement and might suggest that he won’t be coming back for Spider-Man 4.

Fandom has collectively chosen to campaign for John Krasinski and Emily Blunt to play the roles of Mister Fantastic and The Invisible Woman, however, there hasn’t been any concrete casting news concerning the project as it only just got confirmed.

Feige had telegraphed back at San Diego Comic-Con 2019 that Fantastic Four was the priority former Fox property they were aiming to reboot ahead of the X-Men. There is a possibility that Dr. Reed Richards, Sue Storm, Johnny Storm, and Ben Grimm could appear in other films first.

One of the more frustrating things concerning Shang-Chi & The Legend of The Ten Rings is that they kept most of the cast unofficial for the entirety of the shoot but they’ve now announced a good chunk of the cast, while not all of them. The cast so far includes actors Simu Liu as Shang-Chi, Tony Leung as Wenwu aka The Mandarian, Awkwafina as Katy, Meng’er Zhang as Xialing, Michelle Yeoh as Jiang Nan, Ronny Chieng as Jon Jon, Fala Chen as Jiang Li, and Florian Munteanu as villain William Young aka Razor Fist.

Shang-Chi along with Black Widow are still set to be released in theaters, not on Disney+, with the Destin Daniel Cretton martial arts action film set for July 9, 2021.

Director Sam Raimi has started filming Doctor Strange In The Multiverse of Madness is officially shooting and will not only connect to WandaVision but also Jon Watts’ Spider-Man 3. While Kevin didn’t confirm it, there is a good chance that Tom Holland‘s Peter Parker and other characters carrying over to the Doctor Strange sequel.

However, he did confirm that that Xochitl Gomez will be playing America Chavez aka Miss America. The young newcomer joins Benedict Cumberbatch, Elizabeth Olsen, Rachel McAdams, Benedict Wong, and Chiwetel Ejiofor as villain Baron Mordo.

It’s release date is set for March 25, 2022.

We finally know Christian Bale‘s character in Thor: Love & Thunder as he’ll play the film’s villain Gorr The God Butcher. A role we assume will be done with motion-capture given the design of his comic book counterpart.

Deadline recently reported that Jaimie Alexander will reprise the role of Lady Sif.

The rest of the cast consists of Chris Hemsworth, Natalie Portman, Tessa Thompson, Chris Pratt as Star-Lord, and director Taika Waititi will return to the role of Korg.

Filming begins next month in Australia and it’s release date has been moved once more to May 6, 2022.

Captain Marvel 2 director Nia DaCosta was finally confirmed alongside the return of Brie Larson as Carol Danvers. New additions to the franchise are Ms. Marvel‘s Iman Vellani co-starring as Kamala Khan and WandaVision actress Teyonah Parris as the adult version of Monica Rambeau aka Spectrum.

There is a good chance that it will connect to Secret Invasion as it will also shoot in the United Kingdom.

The film’s date was bumped to November 11th, 2021.

Marvel revealed the title for Ant-Man 3 will be Ant-Man & The Wasp: Quantumania. Peyton Reed will be back as director with Paul Rudd, Evangeline Lily, Michael Douglas, and Michelle Pfeiffer returning as part of the main cast. The title suggesting the film will be entering the Quantum Realm or have strange things come out it.

The big announcement concerning the film is that Kathryn Newton (Freaky) has been recast as Cassie Lang aka Stature with rising-star Jonathan Majors (Lovecraft Country) confirmed as villain Kang The Conqueror. It remains to be seen if the third installment will help introduce The Fantastic Four before their own solo film from Jon Watts given Kang’s connection to the former 20th Century Fox heroes.

A release date wasn’t mentioned but is expected something in 2022.

James Gunn is officially back for Guardians of The Galaxy Vol.3 with them aiming for a 2023 release date. They’re also developing a holiday special and Groot shorts for Disney+.

Kevin Feige didn’t give much in the way of details for Black Panther 2 but revealed they would not be recasting Chadwick Boseman‘s role of T’Challa. He stopped short from explaining what they are doing with the sequel and reaffirmed that writer/director Ryan Coogler is still working on the film.

While we suspect potential delays on the project, they announced the film is coming July 8th, 2022. The spot was previously held by Captain Marvel 2.

Marvel also announced another round of Disney+ shows.

The Nick Fury series was confirmed to be an adaption of Secret Invasion, which involved a bunch of humanity revealed as being replaced with Skrulls. In the comics, it was revealed that a bunch of Avengers were uncovered to be Skrulls too. As assumed, Samuel L. Jackson will reprise the Fury role with Ben Mendelsohn back as Skrull leader Talos.

The Fox portion of the Skrull rights via Fantastic Four are now in the hands of Marvel and could allow for Super-Skrulls to come into play becoming a big threat as they mimic superpowers of various Marvel Comics heroes.

It had been reported that Kyle Bradstreet would be developing the show.

There are signs the series will shoot in the United Kingdom around the same time as Captain Marvel 2, which could suggest a direct connection via S.W.O.R.D. and the Skrulls.

Olivia Wilde is reportedly directing a Spider-Woman film for Sony Pictures. It’s worth mentioning that Jessica Drew is an Agent of S.W.O.R.D. and is one of the characters in the comics revealed to be a Skrull (Veranke The Skrull Queen). Marvel’s participation on that film while assumed hasn’t been made official.

Don Cheadle will lead his own Disney+ series as War Machine titled Armor Wars.

If the series takes cues from the comic book series we could see the return of Sam Rockwell‘s Justin Hammer, another fan-favorite that is still kicking around in the MCU.

We could also see the addition of unused Iron Man villains such as the Crimson Dynamo, Titanium Man, and others.

An Ironheart series will star Dominique Thorne as whiz-kid Riri Williams, who creates her own advance armor. I wouldn’t be shocked if there happens to be a crossover with Armor Wars.

They revealed new trailers for their upcoming slate of Disney+ series including WandaVision (coming January 15,2021), The Falcon & The Winter Soldier (coming March 19, 2021), Loki (coming May 2021), and their animated series What If…? (coming summer 2021). The trailers give us the first look at X-Men location Madripoor in Falcon and the scale of the Loki series with teases of his return to Asgard.

Additional information concerning the upcoming shows includes that Ms. Marvel and Hawkeye will indeed be aiming for a 2021, something The Ronin reported on earlier this month. Kevin Feige providing an sizzle footage for the former which is impressive given it only recently started shooting in Atlanta.

With She-Hulk, Kevin confirmed that the cast will include Tatiana Maslany as Jennifer Walters aka She-Hulk, Mark Ruffalo as Bruce Banner/Hulk, and the return of Tim Roth‘s Abomination. The latter addition could help support previous chatter that we might see William Hurt‘s Thunder Bolt Ross and Liv Tyler‘s Betty Ross in the series as well bring most of The Incredible Hulk cast back.

I’m sure there are more things to be announced in the future as they hinted to upcoming news concerning Mahershala Ali‘s Blade. Although, I’m sure fans were a little upset they left-out Ryan ReynoldsDeadpool 3 or an update on the X-Men reboot. There is now overwhelming evidence that The Young Avengers are coming at some point given that most have been cast already.

Disney Will Reportedly Announce New Projects From Marvel Studios and Lucasfilm At Investor Day 2020 On December 10th

In a report from Deadline, Mike Fleming claims that Disney will make announcements at Investor Day 2020 on December 10th concerning new projects (theatrical films and television) from Marvel Studios, Lucasfilm, and Pixar.

Details aren’t mentioned or what those “new” projects will be.

Disney on December 10 will announce its upcoming slate. While the studio will solidify what Deadline revealed recently – that the Tom Hanks-starrer Pinocchio, Peter Pan and the Emma Stone-starrer Cruella will bypass movie theaters to become Disney+ releases, the studio will also announce new projects from Marvel, Lucasfilm and Pixar that will encompass TV as well as theatrical. It will be a gesture toward not abandoning the exhibitors. 

Fans will be curious to hear if Disney will attempt a similar day-and-day model that was recently announced by WarnerMedia for their entire 2021 film slate, as delayed Marvel films such as Black Widow and Shang-Chi could be part of that hypothetical announcement seeing large theatrical films landing on Disney+.

Collider recently suggested that Disney might be considering merging Disney+ and mature content from Hulu into a single service, another big update from Disney that could be announced (if true) at Investor Day this week.

Kevin Feige would likely confirm castings concerning Oscar Isaac as Moon Knight and Tatiana Maslany as She-Hulk. A Nick Fury series was announced to be in develop, which we assume will star Samuel L. Jackson and possibly include Skrulls/S.W.O.R.D. but that would need to be confirmed. They could also announce their plans for an MCU reboot of Fantastic Four on the film side or updates concerning things we know are happening officially like Ant-Man 3, Captain Marvel 2, Black Panther 2, Deadpool 3 and Blade.

Concerning Lucasfilm, we know that Star Wars shows such as Boba Fett, Cassian Andor, Kenobi, The Mandalorian (Season 3), and a series coming from Leslye Headland are in varying stages of prep/production. There are a couple of films in development from Taika Waititi and Rian Johnson as well.

They’re also about to begin shooting their Willow sequel series in Wales with director Jon M. Chu (Crazy Rich Asians) and we might finally get a concrete update on James Mangold’s Indiana Jones 5.

Hopefully, we get some new details on December 10th and we’re not hearing new information for projects already made known.

SOURCE: DEADLINE

‘Metal Gear Solid’: Oscar Isaac Lands His Dream Role Playing Solid Snake As Video Game Film Finally Moves Forward At Sony

A while ago during an interview with IGN to promote the Netflix film Triple Frontier, Star Wars actor Oscar Isaac revealed he’d like to play Snake in a Metal Gear Solid movie, a project that was in active development at Sony Pictures with director Jordan Vogt-Roberts (Kong: Skull Island) attached. Jordan seemed extremely hot on the idea of Oscar in the role on social media and it looks like we have an update on that casting.

Deadline now reports that Oscar is set for the lead role of Solid Snake, the main character in the original Metal Gear Solid and Metal Gear Solid 4: Guns of The Patriots. Raiden was the main playable character of Metal Gear Solid 2: Sons of Liberty with Big Boss featured as the main character prequel games Metal Gear Solid 3: Snake Eater and Metal Gear Solid V: The Phantom Pain.

Sony’s long awaited Metal Gear Solid adaptation looks to have gained some major momentum as sources tell Deadline that Oscar Isaac is attached to play Solid Snake in the Jordan Vogt-Roberts film.

METAL GEAR SOLID (1998) – A crack government anti-terrorist squad takes over an obscure Alaskan nuclear disposal facility. Solid Snake is up for the task to infiltrate the facility, rescue the two hostages and thwart the terrorists’ plans.

Derek Connolly (Kong: Island, Jurassic World: Fallen Kingdon, Jurassic World: Dominion. Star Wars: The Rise of Skywalker) wrote the most current version of the script.

Isaac is currently filming Scenes From A Marriage and is expected to begin shooting Marvel’s Moon Knight series in March, when Metal Gear Solid will begin production is unknown at this time given Oscar’s busy schedule.

SOURCE: DEADLINE

Marvel Will Reportedly Begin Shooting ‘She-Hulk’ In Atlanta and ‘Moon Knight’ In London Starting In March

Tucked in The Hollywood Reporter’s update and casting information about Marvel’s Black Panther 2 they mentioned the shooting statuses of upcoming Disney+ series She-Hulk and Moon Knight, both said to kick-off filming in March 2021.

Marvel Studios has yet to make any official casting announcements for the two shows but are expected to be led by Oscar Isaac (Dune, Star Wars, X-Men: Apocalypse) as Marc Spector in Moon Knight and Tatiana Maslany (Orphan Black, Perry Mason) as Jennifer Walters in She-Hulk as trades have reported they’ve essentially landed the superhero roles.

Moon Knight will be using the working title of Good Faith shooting in London, Budapest, and possibly Morocco with the recent announcement that Mohamed Diab will direct.

She-Hulk’s filming is confirmed to take place in Atlanta under the working title Libra (also being used for Mission: Impossible 7 overseas) with Rick & Morty’s Jessica Gao set as writer/showrunner and Kat Coiro (Brooklyn Nine-Nine, It’s Always Sunny In Philadelphia) directing.

We should be getting some new casting information in the coming weeks.

Current productions filming include Spider-Man 3 aka The November Project (Atlanta), Doctor Strange In The Multiverse of Madness aka Stellar Vortex (Surrey), and the Ms. Marvel aka Jersey (Atlanta) series has started filming this week. The Loki series aka The Architect (Atlanta) is a few of weeks away from wrapping joining WandaVision and Falcon as releases in 2021.

SOURCE: THE HOLLYWOOD REPORTER

Marvel’s ‘Moon Knight’ Series Will Indeed Shoot In Budapest and Officially Adds ‘Morbius’ Production Designer Stefania Cella

In a brief production update from Discussing Film, they mention that Marvel’s Moon Knight series will be shooting Budapest, Hungary and that they’ve added production designer Stefania Cella (Morbius).

Moon Knight, aka Marc Spector, a mercenary who has numerous alter egos — cabbie Jake Lockley and millionaire playboy Steven Grant — in order to better fight the criminal underworld. But later he was established as being a conduit for the Egyptian moon god Khonshu. Most recently, the character was a consultant who dresses in all-white and goes by the name Mr. Knight. 

The Ronin can independently confirm from our own sources that Budapest is indeed one of multiple locations being used for Moon Knight (working title Good Faith). A shoot in United Kingdom had been previously revealed last year along with an expectation before the pandemic of possibly shooting in the United States and Morocco (used for Black Widow) but those plans have yet to be made concrete.

Budapest is a popular production locale which has been used for Marvel’s Black Widow, Showtime’s Halo series, Blade Runner 2049, Legendary’s Dune remake, The Martian, Red Sparrow, Terminator: Dark Fate, Bloodshot, Gemini Man, Midsommar, and the first season of Netflix’s The Witcher.

Stefania Cella also posted on her website that she has officially joined Moon Knight as production designer working on the pilot and the series. Her film credits include Morbius, Downsizing, White Boy Rick, Lucy In The Sky, and Black Mass.

Oscar Isaac is reportedly in negotiations to play the role of Marc Spector aka Moon Knight, although, neither Disney nor Marvel has made an official announcement.

Egyptian director Mohamed Diab had been recently announced for the series.

Lost of casting is underway and there should be announcements via trades in the coming weeks.

UK Heading Into Second National Lockdown This Week – Will Not Impact Film Productions For The Moment

The British government has announced via Prime Minister Boris Johnson’s national address over the weekend that after weeks of dire COVID-19 predictions for the region they’re finally moving back into a second national lockdown starting on November 5th and lifting it on December 2nd (could be extended if necessary).

JOHNSON: “Unless we act, we could see deaths in this country running at several thousand a day”

For comparison, UK COVID-19 cases have topped 1,000,000 including 47,717 deaths while the United States still hasn’t instituted a national lockdown with 9,280,000 million cases and over 231,000 COVID-19 deaths.

While dine-in bars/restaurants (can do takeout), cinemas, and other non-essentially businesses are closing film productions are expected to chug along like nothing is happening. I’m curious how long that will last if more productions publicly deal with new positive cases after both Jurassic World: Dominion and The Batman dealt with their own recently, the latter seeing star Robert Pattinson test positive for COVID-19.

This was later backed-up by Oliver Dowden, the government’s Culture Secretary on Twitter.

Things like schools, universities, construction sites and manufacturing businesses will stay open. However, that could change if they don’t see a decrease in numbers which might also lead to stricter measures and might lead to everything non-essentially getting closed including film shoots (filming in a bubble or not).

As previously stated, The Batman and Jurassic World: Dominion are filming in the United Kingdom alongside Fantastic Beasts 3. There is an expectation that the Moon Knight series, Ant-Man 3, Captain Marvel 2, and The Flash are prepping to shoot as well in the new year. Doctor Strange In The Multiverse of Madness was supposed to film at Longcross Studios in Surrey, England, however, trades have suggested that lead actor Benedict Cumberbatch is set to shoot his scenes in Atlanta for Spider-Man 3 before filming starts on the Strange sequel.

A lot can happen in a month and it doesn’t seem they’re going all-in with this new lockdown, which might return to bite them in the ass as did the slow response to rising new cases and delayed second lockdown when the government knew months ago that this was only getting worse in the UK. I’m worried these half-steps just won’t be enough and they’ll essentially announce a more rigorous lockdown in a couple weeks or in December, extending it throughout the holidays.

Egyptian Filmmaker Mohamed Diab To Direct Marvel’s ‘Moon Knight’ Series For Disney+

Deadline is reporting that director Mohamed Diab (Clash) has been selected by Marvel Studios to direct their Moon Knight series which has Oscar Isaac in talks to play Marc Spector.

Moon Knight, aka Marc Spector, a mercenary who has numerous alter egos — cabbie Jake Lockley and millionaire playboy Steven Grant — in order to better fight the criminal underworld. But later he was established as being a conduit for the Egyptian moon god Khonshu. Most recently, the character was a consultant who dresses in all-white and goes by the name Mr. Knight. 

Yesterday, it was revealed that Star Wars and Dune actor Oscar Isaac was in talks with Disney/Marvel to land the role which might suggest that they are taking more of a film star approach with the character. Something slightly different from the other recent Disney+ castings.

Filming is expected to spend a good chunk of time in the United Kingdom but when is a little bit of a question as Isaac is attached to star in an HBO limited series titled Scenes From A Marriage with Jessica Chastain. Marvel Studios also has plenty of new stuff on their plate with the television as She-Hulk, Hawkeye, and Ms. Marvel are expected to begin shooting in Atlanta soon.

We should expect a bunch of casting news coming in the coming weeks and months.

Oscar Isaac’s High-Profile May Signal That ‘Moon Knight’ Is Heading To The Movies Sooner Than Expected

We’ve seen a handful of the new castings for the Disney+ shows such as Canadian actresses Iman Vellani for Kamala Khan aka Ms. Marvel and Tatiana Maslany for Jennifer Walters aka She-Hulk. However, both of those picks felt more in the realm of television castings from Marvel Studios and could be actors they can transform into international stars such as they did with Thor’s Chris Hemsworth and are expected to do with Shang-Chi’s Simu Liu.

If Marvel Studios ultimately hires Oscar Issac for Marc Spector (fingers-crossed he signs on officially) they would be landing one of the more high profile leading actors since the likes of Brie Larson for Carol Danvers aka Captain Marvel and the late Chadwick Boseman who played T’Challa aka Black Panther, both known mostly for their film work at the time of being cast in their respective roles. The last big high-profile casting announcement was when Oscar-winner Mahershala Ali was announced for the role of Eric Brooks aka Blade back in July 2019 at San Diego Comic-Con, who happened to have been dabbling in television at the time with Netflix’s Luke Cage and HBO’s True Detective.

We already know that Kevin Feige has confirmed that the Disney+ characters would eventually move into feature films but the Moon Knight casting, to me, suggests Marc Spector is a hot commodity for Marvel Studios and they needed a high-profile actor to play him.

It’s worth noting that Oscar Isaac has been making films regularly for the last 18 years (started in 1996) but has previously only agreed to make three television projects such as the HBO miniseries Show Me A Hero, voice work on the Disney animated series Star Wars: Resistance, and is about to make another HBO limited series titled Scenes From A Marriage co-starring Jessica Chastain. That is only two live-action TV projects that were made for HBO. Agreeing to make a streaming series on Disney+ would be a big deal given his limited television work and the time commitment attached it alongside a Marvel contract.

Oscar is known as an actor internationally thanks to playing Poe Dameron in Star Wars: The Force Awakens, Star Wars: The Last Jedi, Star Wars: The Rise of Skywalker, and recently taking the role of Duke Leto Atreides in Denis Villeneuve’s first Dune installment, all massive films giving him global exposure that a lot of other Marvel leads didn’t have before landing their franchise gigs.

It’s expected that will Dune release globally before Moon Knight begins to air on Disney+ with their new release date of October 1st, 2021.

Landing someone as popular and busy as Isaac would suggest to me that Moon Knight is likely heading to the feature films very very soon. His high-profile screams film casting rather than Marvel looking to develop new talent in a streaming series before. I wouldn’t be shocked if he showed up in other New York City projects or at the very least in Mahershala Ali’s upcoming Blade reboot, as both anti-heroes are wading in the realm of Marvel’s supernatural and horror corner.

It remains to be seen if he shows up in other movies before getting his own but this totally feels like Oscar was picked because he’s a well-known film actor that can help elevate a lesser-known hero like Moon Knight into the mainstream.

Marvel hired Oscar even before a director/directors have been chosen which could be considered another sign that he’s wanted for things beyond the series sooner rather than later. I’m quite curious if Marvel will end up pursing experienced film directors for the Moon Knight series instead of folks primarily known for television/streaming series. That could be another sign of how committed Marvel would be boosting the profile of this character before moving into the films.

I’ll keep my hopes up that Marvel can convince people like Alex Garland to direct episodes given his experience working with Oscar Isaac on Annihilation and Ex Machina. Garland made the comic book film Dredd in 2012 and recently tackled television with DEVS.

With that all said, I’m excited to see how this project comes together.

Oscar Isaac In Negotiations With Marvel Studios To Play Marc Spector In ‘Moon Knight’ Series On Disney+

Deadline is reporting that Oscar Isaac has landed the Marc Spector role in Marvel Studios’ upcoming Moon Knight series for Disney+ and is currently in negotiations with the studio.

Moon Knight aka Marc Spector, is a mercenary who has numerous alter egos — cabbie Jake Lockley and millionaire playboy Steven Grant — in order to better fight the criminal underworld. But later he was established as being a conduit for the Egyptian moon god Khonshu. Most recently, the character was a consultant who dresses in all-white and goes by the name Mr. Knight.

The actor happens to be partly Jewish which was apparently a requirement for actors to play Marc Spector.

Oscar is no stranger to Marvel Comics projects as he played X-Men villain En Sabah Nur aka Apocalypse in X-Men: Apocalypse for 20th Century Fox (pre-merger) and briefly voiced Miguel O’Hara aka Spider-Man 2099 in the Oscar-winning animated film Spider-Man: Into The Spider-Verse.

His other film credits include Dune, Star Wars: The Force Awakens, Star Wars: The Last Jedi, Star Wars: The Rise of Skywalker, Triple Frontier, Robin Hood, A Most Violent Year, Drive, Ex Machina, Annihilation, The Bourne Legacy, and Operation Finale.

He was also lobbying to play Solid Snake in a Metal Gear Solid movie for Sony Pictures.

Moon Knight is confirmed to spent some time filming in United Kingdom but has yet to land a director/directors when filming will begin is a little unclear but likely won’t begin until sometime in 2021.

SOURCE: DEADLINE

Disney To Prioritize Content For Their Streaming Services From Sports, Television, and Film Arms – Adds New Division Called Media & Entertainment Distribution

Yesterday, the Walt Disney Company announced a new initiative to get more content going for its streaming services such as Disney+, ESPN+, and Hulu from its sports, television, and film divisions. The new division will be called The Media & Entertainment Distribution group led by Kareem Daniel. 

It sounds like they’ll be dedicating a lot more resources and money than they have previously as means to compete with competitors like Netflix and Amazon. However, this announcement says nothing about them throwing their 2021 theatrical slate on Disney+ and never mention a thing about ending theatrical releases altogether only pushing to place more content on their streaming services. 

We will get more details on these plans on December 10th. 

During an interview with CNBC, Disney’s new CEO Bob Chapek was quick to point out that they aren’t looking to stop the theatrical experience and would be announcing further details. 

Also, specifically downplayed COVID-19’s role in the decision. 

CHAPEK: “I would not characterize it as a response to Covid. I would say Covid accelerated the rate at which we made this transition, but this transition was going to happen anyway. Because essentially what we want to do is separate out folks who make our wonderful content based on tremendous franchises from the decision making in terms of prioritization is on how it gets commercialized into the marketplace. And what we want to do is leave it to a group of folks you can really see objectively across all of the constituents we have and various considerations we’ve got and make the optimal decision for the company as opposed to having it predetermined that a movie is destined to theaters or that a TV show is destined for ABC. So what we really want to do is provide some level of objectivity and really make it a decision that benefits the overall company and its shareholders.”

When pressed on Disney’s commitment to the theatrical model Bob said the following that gives the impression they’re not giving up on the theatrical model just yet. 

CHAPEK: “We’ve benefited from a tremendous relationship with theatrical exhibition for many many many years as dynamics change in the marketplace though we want to make sure that we are giving consumers who want to go to theaters to experience everything that a theatrical release can give them, we want to continue to give them that option but at the same time there are a lot of consumers that want to experience a movie in the safety, comfort, and convenience of their own home for whatever reasons they do.”

To me, it sounds like either they are going to pursue a shorter theatrical window or a mixed model of day-and-date which obviously the theater industry wouldn’t be terribly pleased about on either front. 

Here is the official press release from the Walt Disney Company website that gets a little more into the weeds about what all this means.  

In light of the tremendous success achieved to date in the Company’s direct-to-consumer business and to further accelerate its DTC strategy, The Walt Disney Company (NYSE: DIS) today announced a strategic reorganization of its media and entertainment businesses. Under the new structure, Disney’s world-class creative engines will focus on developing and producing original content for the Company’s streaming services, as well as for legacy platforms, while distribution and commercialization activities will be centralized into a single, global Media and Entertainment Distribution organization. The new Media and Entertainment Distribution group will be responsible for all monetization of content—both distribution and ad sales—and will oversee operations of the Company’s streaming services. It will also have sole P&L accountability for Disney’s media and entertainment businesses.

The creation of content will be managed in three distinct groups—Studios, General Entertainment, and Sports—headed by current leaders Alan F. Horn and Alan Bergman, Peter Rice, and James Pitaro. The Media and Entertainment Distribution group will be headed by Kareem Daniel, formerly President, Consumer Products, Games and Publishing. All five leaders will report directly to Bob Chapek, Chief Executive Officer, The Walt Disney Company. Disney Parks, Experiences and Products will continue to operate under its existing structure, led by Josh D’Amaro, Chairman, Disney Parks, Experiences and Products, who continues to report to Mr. Chapek. Rebecca Campbell will serve as Chairman, International Operations and Direct-to-Consumer. Bob Iger, in his role as Executive Chairman, will continue to direct the Company’s creative endeavors.

“Given the incredible success of Disney+ and our plans to accelerate our direct-to-consumer business, we are strategically positioning our Company to more effectively support our growth strategy and increase shareholder value,” Mr. Chapek said. “Managing content creation distinct from distribution will allow us to be more effective and nimble in making the content consumers want most, delivered in the way they prefer to consume it. Our creative teams will concentrate on what they do best—making world-class, franchise-based content—while our newly centralized global distribution team will focus on delivering and monetizing that content in the most optimal way across all platforms, including Disney+, Hulu, ESPN+ and the coming Star international streaming service.”

Under the new structure, the Company’s three content groups will be responsible and accountable for producing and delivering content for theatrical, linear and streaming, with the primary focus being the Company’s streaming services:

  • STUDIOS: Messrs. Horn and Bergman will serve as Chairmen, Studios Content, which will focus on creating branded theatrical and episodic content based on the Company’s powerhouse franchises for theatrical exhibition, Disney+ and the Company’s other streaming services. The group will include the content engines of The Walt Disney Studios, including Disney live action and Walt Disney Animation Studios, Pixar Animation Studios, Marvel Studios, Lucasfilm, 20th Century Studios and Searchlight Pictures.
  • GENERAL ENTERTAINMENT: Mr. Rice will serve as Chairman, General Entertainment Content, which will focus on creating general entertainment episodic and original long-form content for the Company’s streaming platforms and its cable and broadcast networks. The group will include the content engines of 20th Television, ABC Signature and Touchstone Television; ABC News; Disney Channels; Freeform; FX; and National Geographic.
  • SPORTS: Mr. Pitaro will serve as Chairman, ESPN and Sports Content, which will focus on ESPN’s live sports programming, as well as sports news and original and non-scripted sports-related content, for the cable channels, ESPN+, and ABC.

The Media and Entertainment Distribution group, led by Mr. Daniel, will be responsible for the P&L management and all distribution, operations, sales, advertising, data and technology functions worldwide for all of the Company’s content engines, and it will also manage operations of the Company’s streaming services and domestic television networks. The group will work in close collaboration with the content creation teams on programming and marketing.

It’ll be interesting to see if Disney+ will start mining IP from the 20th Century Studios side of things soon as Disney+ series and limited series focused on properties like Avatar and Planet of The Apes could be extremely successful. In the press release they suggest that they could end up making episodic projects based on 20th Century properties.

A live-action Flash Gordon series stands out as a property that Disney really could do justice with on Disney+ and be a counter of sorts to their Star Wars shows as it could be way more swashbuckling than the Lucasfilm property that was inspired by it. Taika Waititi (Thor: Ragnarok, Thor: Love & Thunder, Jojo Rabbit) is attached to direct an animated Flash Gordon film and at one time 20th Century was developing a live-action feature as well from directors Matthew Vaughn (X-Men: First Class, Stardust, Layer Cake) and Julius Avery (Overlord) involved at different points.

I wouldn’t even put it past Disney to reboot John Carter eventually given the Volume/StageCraft would allow them to make a series more cost effective that world like Flash Gordon is different enough from Star Wars it would be worth pursuing.

Of course, this could mean a major influx of more shows from Marvel, Star Wars, and Pixar universes but might also see Hulu getting a bump of adult content as well with franchises like Alien (Noah Hawley pitched an Alien series to FX) and Predator just collecting dust while they could be helpful to get more eyeballs on Hulu. HBO Max had recently crowed about Ridley Scott’s sci-fi series Raised By Wolves being the most popular original on their service when announcing they were moving forward with a Season 2 order. 

Matthew Vaughn has also been talking up the idea of a Kingsman spinoff series that could fit nicely at Hulu.

Disney certainly has a massive gap in the adult market and places like Canada don’t have access to Hulu and that really needs to change if they want to compete with Netflix/Amazon on an international level as those services offer content to both kids and adults alike. Cornering the kid market just won’t be enough for Disney if they want to grow their streaming presence. 

I guess we’ll have to wait for December 10th to get more concrete answers about what all this actually means for content that is already in the can or is about to begin filming. 

SOURCE: CNBC & DISNEY