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  "documentTitle": "The Walt Disney Company (DIS)",
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      "kind": "callout",
      "text": "The Percentage of Disney Films That Are Sequels, Prequels, Spin-Offs or Remakes Has Dramatically Increased – Suggesting a Creative Engine That is Sputtering",
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      "text": "Percentage of Disney Films That Are Sequels, Prequels, Spin-Offs or Remakes: 67%",
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      "text": "Disney's \"flywheel\" spins the fastest when the Company creates or acquires new intellectual property to monetize. Sequels are less risky film ventures to produce, but do not drive long-term benefits in the same way that new IP can.",
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      "kind": "quote",
      "text": "I'd say we're leaning a little bit more into sequels and franchises... And I think given the environment... doing that, leaning on franchises that are familiar is actually a smart thing.",
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      "text": "To this day, I don't believe in sequels. I can't follow popular cycles. I have to move on to new things—there are many new worlds to conquer.",
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      "text": "\"To this day, I don't believe in sequels. I can't follow popular cycles. I have to move on to new things—there are many new worlds to conquer.\" — Walt Disney, 1966 Letter to Shareholders; \"I'd say we're leaning a little bit more into sequels and franchises... doing that, leaning on franchises that are familiar is actually a smart thing.\" — Robert A. Iger, CEO & Director, February 2024",
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      "kind": "source-note",
      "text": "Source: Trian analysis based on D23.com historical film information. Note: Excludes films from Touchstone/DreamWorks, Touchstone, Miramax, Hollywood Studios, Disneynature, Disney India, and Concerts, Documentaries, Plays.",
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      "text": "Disney's Frequency of Sequels Could Jeopardize the Company's Long-Term Growth",
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