owns all of this okay making disney a fearsome competitor you could in fact buy all NUMBER_TOKENd all these services as one bundle for the same price as netflix you can buy all three of them i think NUMBER_TOKEN a month same as netflix and you get all of them so uh disney strength okay is their world-class s-tier ip they have a deeper bench than everyone else in streaming and it's not close okay let me give you an example uh oh it is yeah i mean they have star wars marvel pixar disney okay they have stars they have an absolute massive bench of beloved beloved ip right now the biggest franchise in the world is marvel okay like NUMBER_TOKEN of the box office for the past few years has been marvel tickets marvel's massive they own that no one else can compete with that for example red notice was the biggest movie on netflix this year red notice is no spider-man red other than i love the rock i love dwayne rad notice was a big hit but this is i wanted to have him holding the rock's head decapitated but i didn't know if that was too far for the brand so i just put the i just put the uh i just put the uh the the cover there but anyway spiderman is already on pace to be the first and only billion dollar movie it's a it's phenomenally successful again red notice a ton of viewers but who's talking about it it doesn't have the cultural impact it doesn't have the revenue generated the same way that some of disney's biggest hits do star wars uh marvel pixar movies they're just they're just bigger they have a better bench they have the best world-class ip the red noise expanded universe does not quite have the same ring to it it may get a sequel but i don't think it's going to have the same impact that disney has so that's izzy's strength but it's also their weakness okay because while they're very good at this stuff it's a look at the challenges they're facing um going forward let me explain okay so uh first of all this is top NUMBER_TOKEN film studio NUMBER_TOKEN disney makes more money at the theater than almost every other studio combined okay disney has dominated theaters for the past few years but we're talking about streaming wars okay so that's the problem this is the problem if you're doing this good in theaters it becomes very hard internally to justify um releasing something on a streaming service to give it to give it uh power and so and when they do do that they get sued so for example let's go back to spider-man real quick spider-man's not coming out in disney plus because spider-man's under contract with sony who's contract with stars so they're not going to get dizzy plus for NUMBER_TOKEN months they have no um they have no yeah i said i said doo-doo uh yeah spider-man is not coming on disney plus um for NUMBER_TOKEN months um and scarlett johansson um is suing them whenever when they try to release black widow so the problem is disney's like this big gigantic titanic ship and it's hard to turn it's very hard to turn the wheel they make so
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