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      How Disney is Chipping Away at Netflix's Dominance

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      The cracks are showing in Netflix’s worldwide dominance.Netflix is still king of streaming video, but audiences are slowly shifting toward new rivals, namely the Walt Disney Company’s Disney+, according to research from Parrot Analytics.Netflix’s share of worldwide demand interest — a measure, created by Parrot, of the popularity of shows and a key barometer of how many new subscribers a streaming service is likely to attract — fell below 50 percent for the first time in the second quarter of the year.The company’s “lack of new hit original programming and the increased competition from other streamers is going to ultimately have a negative impact on subscriber growth and retention,” Parrot said in a news release before Netflix announced its quarterly earnings on Tuesday.Netflix said it had attracted 1.5 million new subscribers in the second quarter of the year, beating the low bar it had set when it told Wall Street that it anticipated adding just one million.The company said it expected to add about 3.5 million new subscribers in the third quarter, lower than the approximately 5.5 million that investors were expecting. Netflix shares fell as much as 4 percent in after-hours trading on Tuesday before bouncing back a little.The company now has 209 million subscribers, but it lost 430,000 in the United States and Canada, its most lucrative region, over the period. It now has 73.9 million subscribers in that market, with about 66 million in the United States.In a letter to shareholders, Netflix said that “Covid-related production delays in 2020 have led to a lighter first-half-of-2021 slate.” Netflix relies on creating as many different shows and films for as many different audiences as possible, and the pandemic upset that formula, forcing the shutdown of productions around the world.Traditional media players have started to consolidate, again, potentially setting off another race for talent, studio space and production resources. In May, Discovery announced that it would buy WarnerMedia from AT&T, creating the second-largest media giant, behind Disney and ahead of Netflix. Less than two weeks later, Amazon announced that it would buy Metro-Goldwyn-Mayer, home to the James Bond franchise, for $8.45 billion, a price many analysts considered rich.In the earnings call after the report, Reed Hastings, Netflix’s co-chief executive, said he didn’t think it made sense for Netflix to jump into the consolidation game. He even offered his own analysis of some of the industry’s biggest deals, including Disney’s acquisition of the bulk of Rupert Murdoch’s 21st Century Fox.“Certainly Disney buying Fox helps Disney become more of a general entertainment service rather than just a kids and family,” he said. “Time Warner-Discovery — if that goes through — that helps some, but it’s not as significant, I would say, as Disney-Fox.”Mr. Hastings’s co-chief executive, Ted Sarandos, offered a sharper critique of these megadeals. “When are they one and one equals three? Or one and one equals four?” he asked. “Versus what most of them tend to be, which is one and one equals two.”Netflix has downplayed competition concerns even as newer entrants have chipped away at its long-held grip. Disney+ more than doubled its share of demand interest in the second quarter compared with a year earlier, and Amazon Prime Video, AppleTV+ and HBO Max are also gaining, according to Parrot.In its letter to shareholders, Netflix said the industry overall was “still very much in the early days” of the transition from traditional pay television to streaming.“We are confident that we have a long runway for growth,” it said. “As we improve our service, our goal is to continue to increase our share of screen time in the U.S. and around the world.”Mr. Hastings said competition would further stoke streaming across all companies.“As you get new competition in, you get validation — more reasons to get a smart TV or unlimited broadband,” he said. “So for at least the next several years, the growth story of streaming as a whole is very intact.”But Netflix hasn’t seen any impact from the “secular competition,” Mr. Hastings said, referring to Disney or HBO. “So that gives us comfort,” he added.Netflix, he said, is really competing against traditional television, and the “shakeout” won’t happen until streaming makes up the majority of viewing. He cited the latest study from Nielsen, which showed that streaming accounts for about 26 percent of television viewing in the United States, with Netflix making up about 6 percent. Disney+ is far behind at 1 percent.In other words: If Disney+ is hurting us, we haven’t seen it.The argument that Netflix has been competing with regular television and other streamers for a long time overlooks the fact that new rivals like Disney+ and AppleTV+ are much cheaper than Netflix (and subscription television). And although those services produce far fewer originals than Netflix, they appear to be getting more bang for their buck.In the second quarter, Disney+ got a big boost of demand interest from “The Falcon and the Winter Soldier,” a series based on the Marvel Cinematic Universe, which has thoroughly dominated the box office in recent years. “Loki,” another Marvel spinoff, also helped, according to Parrot.Amazon Prime Video got a boost in the period with “Invincible,” an animated superhero series for adults. And AppleTV+ attracted new customers with three originals: “Mosquito Coast,” a drama based on the 1981 novel; “For All Mankind,” a sci-fi series; and “Mythic Quest,” a comedy series that takes place in a game developer studio.Speaking of, Netflix said this month that it planned to jump into video games. It has hired a gaming executive, Mike Verdu, formerly of Electronic Arts and Facebook, to oversee its development of new games. It’s a potentially significant move for the company, which hasn’t strayed far from its formula of television series and films.The company called gaming a “new content category” that will be a “multiyear effort” and said it would be included as part of a subscribers’ existing plans at no extra cost. Games will first appear on its mobile app, an environment that already allows for interactivity. The vast majority of Netflix’s customers watch on big-screen televisions.Gaming isn’t meant to be a stand-alone or a separate element within Netflix. “Think of it as making the core service better,” Mr. Hastings said. “Really, we’re a one-product company with a bunch of supporting elements.” More

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      Elizabeth Olsen on the Unexpected Challenges of ‘WandaVision’

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      Olsen talked about her first Emmy nomination and about why the series exceeded her expectations compared with more typical Marvel fare.In a year with so much strangeness and uncertainty, “WandaVision” at first seemed to offer a nostalgic antidote with its tidy suburban setting and its vintage black-and-white aesthetic. That lasted all of two episodes before the writers blasted a colorful hole through the protective wall of static surrounding the fictional town of Westview, N.J. — and through its viewers’ (and its critics’) early expectations. More

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      In ‘Monsters at Work,’ the Scary Part Is the New Business Model

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      Twenty years after Pixar debuted the original “Monsters, Inc.,” Disney+ is bringing a cast of new monsters to the small screen — and putting Mike and Sulley in the managers’ office.You’ve got to feel sorry for Tylor Tuskmon.After finishing at the top of his university class and receiving the business career offer of his dreams, Tylor arrives for his first workday to find that the company’s chief executive has just been jailed. The new leaders have adopted a radically novel approach and no longer need his furiously studied, exquisitely honed talent. He’s going to have to start at the bottom — literally — with the basement maintenance crew. More

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      Disney Creates a ‘Launchpad’ for Underrepresented Filmmakers

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      This collection of short films streaming on Disney+ shows promise, if the studio can follow through on its support.Can truly radical programming come from Disney? I was skeptical from the moment I heard about “Launchpad” (streaming on Disney+), the studio’s new initiative to support and uplift underrepresented filmmakers. Historically, Disney hasn’t had a strong track record for representation (well, which Hollywood studio has?). In fact, it recently added disclaimers about racist stereotypes in old films from its streaming library, including “Dumbo” and “Peter Pan.” Efforts for inclusivity only really ramped up in the last few years, and even so, they have not been without missteps — the live-action “Beauty and the Beast,” for example, hyped up Josh Gad’s Le Fou as Disney’s first gay character, only to make his queerness insultingly ambiguous and brief. More

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      40 Acres and a Movie

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      Disney owns a piece of every living person’s childhood. Now it owns Marvel Studios, too. The co-hosts Jenna Wortham and Wesley Morris look at depictions of racist tropes and stereotypes in Disney’s ever-expanding catalog. The company has made recent attempts to atone for its past. But can it move forward without repeating the same mistakes?On Today’s EpisodeThe Marvel Cinematic UniverseLetitia Wright as Shuri in “Black Panther” (2018).Disney/Marvel Studios, via Associated PressTeyonah Parris portrayed Monica Rambeau in the 2021 Disney+ series “WandaVision.”Marvel Studios/Disney PlusEarlier this year — during “season three of the pandemic” — Jenna binged the M.C.U., the Marvel Cinematic Universe. While she appreciated the moral messaging of the movies, which are centered on a fight against evil forces, she was appalled by the lack of nonwhite characters. “You mean to tell me they’ve been making these movies for over a decade — 12 years — and you have still not managed to decenter the whiteness of this universe?” she exclaimed.Jenna and Wesley talked about these offerings from the Marvel universe: “Avengers: Endgame” (2019), “WandaVision” (2021) and “The Eternals” (2021).The Disney of Your Childhood and NowWesley and Jenna discussed how rewatching classic Disney movies with adult eyes has been unsettling, from the colonial undertones in “The Little Mermaid” (1989) to the Orientalist tropes peddled in “Lady and the Tramp” (1955).Disney, however, has tried to atone for its history. On the Disney+ streaming service, some older movies, such as “Dumbo” (1941) and “The Aristocats” (1970), contain warning labels about “negative depictions” and “mistreatment of people or cultures.” And one musical, “Song of the South” (1946), does not appear on the platform at all.Still, the labeling effort isn’t comprehensive and seems to address only movies with instances of blatant racism, Jenna noted. “It’s worth interrogating how all of these movies reinforce the ideas that are so harmful in the formation of this country,” she added.In recent years, Disney has started to make movies that feature more diverse casts and story lines, such as “Coco” (2017), “Moana” (2016) and “Soul” (2020). They’ve also remade classics, including the live-action “Mulan” (2020) and a super-realistic version of “The Lion King” (2019).“Moana” (2016) is about a Polynesian girl who embarks on a journey to save her island from destruction.DisneyBlack FuturesJenna mentioned the essay, “Fandom, Racism, and the Myth of Diversity in the Marvel Cinematic Universe,” which unpacks how Black and Asian stereotypes are employed in Marvel comics.She also pointed to Alisha Wormsley’s art project “There are Black People in the Future,” which began as “a response to the absence of nonwhite faces in science-fiction films and TV.”Alisha’s project gets at the importance of thriving representation in popular culture. “What is on our screens matters so much,” Jenna said, and “has a huge impact on how we see ourselves.” She added: “We have to be able to imagine ourselves whole, happy and healthy in the future for that to be possible today.”Hosted by: Jenna Wortham and Wesley MorrisProduced by: Elyssa DudleyEdited by: Sara Sarasohn and Sasha WeissEngineered by: Corey SchreppelExecutive Producer, Shows: Wendy DorrExecutive Editor, Newsroom Audio: Lisa TobinAssistant Managing Editor: Sam DolnickSpecial thanks: Nora Keller, Julia Simon, Mahima Chablani and Desiree IbekweWesley Morris is a critic at large. He was awarded the 2012 Pulitzer Prize for his criticism while at The Boston Globe. He has also worked at Grantland, The San Francisco Chronicle and The San Francisco Examiner. @wesley_morrisJenna Wortham is a staff writer for The Times Magazine and co-editor of the book “Black Futures” with Kimberly Drew. @jennydeluxe More

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      ‘The Falcon and the Winter Soldier’ Recap: Lost in America

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      The often thrilling first episode of this Disney+ series is likely to satisfy Marvel fans who’ve invested years in keeping track of these characters and their many, many problems.‘The Falcon and the Winter Soldier’ Season 1, Episode 1Although the title of the latest Marvel Comics television series is “The Falcon and the Winter Solder,” the show is defined by another superhero entirely: the absent Captain America. Both the high-flying military operative Sam Wilson (Anthony Mackie) and the brainwashed, ageless assassin Bucky Barnes (Sebastian Stan) spent time as sidekicks to the original Captain, Steve Rogers, who at the end of the 2019 Marvel movie “Avengers: Endgame” retired from the hero business, leaving his old friends without a partner — or a mission. The question haunting Sam and Bucky now is, “What’s next?”That’s also a good question for the bosses at the streaming service Disney+, who are coming off the recent success of “WandaVision,” their first big post-“Endgame” Marvel TV project. The highly assured, often thrilling first episode of “The Falcon and the Winter Soldier” is different from “WandaVision” — in that it’s an international action-adventure and not a surreal riff on classic sitcoms. But Episode 1 is likely to satisfy Marvel fans who’ve invested years in keeping track of these characters and their many, many problems.Directed by Kari Skogland and written by the show’s creator Malcolm Spellman, this first episode opens with a rousing aerial chase sequence, reminiscent of some of the better set pieces in Disney+’s “The Mandalorian.” The Falcon and his U.S. Army handler Lt. Torres (Danny Ramirez) pursue enemy agents through the hills, deserts and canyons of North Africa, trying to nab their target before they fly into Libyan airspace and touch off an international incident.Skogland and Spellman provide minimal setup to what’s going on, beyond loosely identifying the bad guys: a band of criminals known as “the L.A.F.,” who’ve kidnapped an Army officer. Most of this show’s first 10 minutes is pure visceral excitement, as we watching Sam in his high-tech flying outfit, dodging bullets and blades, attacking dudes in jumbo jets and helicopters and diving after them when they bail out in glider suits. It is super-heroics at their niftiest, culminating in a daring midair rescue.Sam then gets another moment of triumph before he returns to his post-Captain America existential crisis. While sitting in a Tunisian cafe, Sam talks (in perfect Arabic) to a stranger who thanks him for helping to restore reality, after “the blip” that sent half of the sentient creatures in the universe into limbo for five long years. Like “WandaVision,” “The Falcon and the Winter Soldier” isn’t just set in a world still recovering from the trauma depicted in “Avengers: Infinity War” and “Endgame.” It’s also directly about how both the superpowered and the ordinary have been coping with all the loss and the confusion.A big case in point for Sam: After his covert mission in Africa ends, he returns to his family home in Louisiana, where his sister Sarah (Adepero Oduye) has been struggling to turn their parents’ beat-up old fishing boat into a viable business. Sam hopes that his fame and prestige as an Avenger will help swing them a bank loan. But like billions of other people who disappeared in the blip, he hasn’t earned any income for five years, which — perhaps coupled with some old-fashioned institutional racism — means the Wilson siblings don’t get help.Bucky has even bigger troubles. He spent a half-century as a mind-controlled killer, before finally regaining consciousness not long before being blipped away. Since returning, he’s been trying to make amends for the harm he caused, hoping to push back some of the nightmarish memories that torment him at night. But he’s finding that even being kind can be complicated.Bucky doesn’t see as much action this week as Sam does. He’s at the center of one big fight sequence, in a flashback to an old mission from his international assassin days. Instead, most of his story line involves him going on his first date in about 80 years, at the urging of an elderly Asian-American neighbor. The twist? Bucky murdered that neighbor’s son, after the kid witnessed the hit depicted in the flashback.Sebastian Stan in “The Falcon and the Winter Soldier.”Marvel StudiosMuch of this episode is about the sense of disconnection and alienation these two title heroes feel — not just because they were absent from Earth for a half-decade, but because they have weird jobs. Bucky, who fought in World War II before he was captured by the enemy and turned into a monster, ruefully notes at one point that he probably hasn’t danced with a girl “since 1943.” Sam is a wizard with the advanced Stark technology he works with every day, but he fumbles when it comes to getting his family’s boat motor cranking. When Bucky’s therapist tries to ease his troubled mind by reminding him, “You’re free,” he mutters, “To do what?”By the end of this initial 45-minute chapter, the series’s plot begins to kick in, on two fronts. Early in the episode, Torres tells Sam he’s on the trail of an underground revolutionary group called “the Flag Smashers,” who think life was better during the blip years. Torres locates their leader in Switzerland — sporting a creepy mask with a red handprint across the face — and gets beaten brutally for his troubles. Meanwhile, Sam — who was offered the job of Captain America at the end of “Endgame” by Steve Rogers himself — is rudely surprised when the shield he donated to the Smithsonian is retrieved by the U.S. government and handed to a new guy.We’ll surely learn more about this new Cap (played by Wyatt Russell) next week, seeing whether he lives up to the idealistic comment Sam makes when he donates the shield: “Symbols are nothing without the men and women who give them meaning.” Clearly, in between the white-knuckle action sequences, “The Falcon and the Winter Soldier” is going to leave space for some thoughtful rumination on what the American dream means in a world where, as Sam also says, “Every time things get better for one group, they get worse for another.”For now though, he appears to be a living embodiment of that trade-off. When he opted out of becoming Captain America himself, Sam may have thought he could control the legacy of his old friend, by letting his iconography pass into history. Instead he’s finding that whatever he doesn’t take, someone else will — and maybe at his own expense.The All-Winners SquadThe Smithsonian’s Captain America exhibit includes what looks to be the Jack Kirby-drawn cover from 1941’s “Captain America Comics” #1.Fans of the Marvel Cinematic Universe surely perked up when Don Cheadle appeared as James “Rhodey” Rhodes, counseling Sam at the Smithsonian. But this episode also featured a more deep-cut M.C.U. character in the kickboxing mercenary Georges “the Leaper” Batroc (Georges St-Pierre), who appeared as the main villain in the opening action sequence of “Captain America: The Winter Soldier” and serves a similar function here, as the man behind the kidnapping the Falcon foils.Speaking of parallels to “The Winter Soldier,” in that movie Captain America nonchalantly jumps out of the back of a plane, and the Falcon does the same thing at the start of this episode … but with a little more flair. More