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  "documentTitle": "The Walt Disney Company (DIS)",
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  "authorName": "Nelson Peltz",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "The slide uses a stacked bar chart to highlight the divergence in performance between Disney and Universal, specifically calling out Universal's recent successes.",
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      "text": "While Disney has blamed the pandemic for poor film quality and results, its competitors managed to release some of the most successful animated films of all-time within the last year.",
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      "text": "Disney (Pixar & Walt Disney Animation) vs. Universal (Illumination & DreamWorks) Animated Films Global Box Office Since 2018 ($bn)",
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      "text": "While Disney has blamed the pandemic for poor film quality and results, its competitors managed to release some of the most successful animated films of all-time within the last year.",
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      "text": "I think the bar is now raised in terms of quality about what gets people out of their homes, into movie theaters.",
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      "text": "And I'm not sure another studio will ever achieve some of the numbers that we achieved. I mean, we got to the point where if a film didn't do a billion dollars in global box office, we were disappointed...That's an unbelievably high standard and I think we have to get more realistic.",
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      "text": "“And I’m not sure another studio will ever achieve some of the numbers that we achieved. I mean, we got to the point where if a film didn’t do a billion dollars in global box office, we were disappointed…That’s an unbelievably high standard and I think we have to get more realistic.” — Robert A. Iger, CEO & Director, November 2023",
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      "text": "Disney Lost its Animation Crown... and it Cannot Blame Poor Box Office Trends When Peers Are Doing Well",
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