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      Review: ‘The YouTube Effect’ Is a Discursive Documentary

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      Alex Winter offers an overview of the world’s second most popular website in this unfocused tech documentary.The numbing experience of web video surfing is recreated — intentionally, I think — in “The YouTube Effect,” a discursive documentary that assembles a fair amount of information about the impact of YouTube on society, but struggles to find something new to say with it. Directed by Alex Winter, the film charts the rise of the video sharing platform and then attempts to trace its Sasquatch-size footprint on the culture.YouTube, the world’s second most popular site (after Google), is a stimulus machine. The film emulates this quality, finding a formal rhythm by layering a hodgepodge of YouTube clips with voice-over analysis from tech experts. It also spotlights several popular YouTube creators, including the social commentator Natalie Wynn, who is best known for her channel ContraPoints. A cogent speaker, Wynn says that she has declined offers to partner with streamers or cable because she values the “creative control” YouTube offers.Interrupting these success stories are tangents into a number of troubling chapters in the site’s history. We hear from the video game developer Brianna Wu, a target of death threats during Gamergate, as well as Caleb Cain, who describes his tumble into a matrix of far-right videos. These events have already been heavily reported on — “Rabbit Hole,” a New York Times podcast, relays Cain’s experience — and the sections often feel like retreads.The internet moves quickly, perhaps too quickly for an overview this unfocused. Even Winter seems overwhelmed by the task of curating this deluge of white-noise news and memes: His rundown of YouTube’s connection to the Jan. 6 Capitol riot lasts about as long as the viral video “Charlie Bit My Finger.”The YouTube EffectNot Rated. Running time: 1 hour 39 minutes. In theaters. More

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      Pink Floyd, ‘The Wizard of Oz’ and Me

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      Last October, when Roger Waters brought his “This Is Not a Drill” tour through Austin, Texas, he also took the time to record a nearly three-hour appearance on “The Joe Rogan Experience” podcast. These are typically rambling affairs, guided by the host’s idiosyncratic curiosities, and about halfway through, following a riff by Waters about nuclear […] More

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      Universal Says On-Demand Film Strategy Has Increased Audience

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      The studio let viewers rent or buy movies earlier for a higher price. This made more than $1 billion in less than three years, with nearly no decrease in box-office sales.In 2020, at the height of the pandemic, Universal Pictures and its art-house sibling, Focus Features, set off alarm bells in Hollywood by ending the long-held practice of giving theaters an exclusive window of about 90 days to play new movies. Instead, their movies, which have since included “Jurassic World: Dominion,” “Belfast,” “Cocaine Bear” and “M3gan,” would become available for digital rental or purchase — at a higher price — after as little as 17 days.For a change-phobic industry that still views the 1981 arrival of armrest cup holders as a major innovation, the introduction of the service, known as premium video on demand, prompted extensive hand-wringing. Filmmakers and theater owners worried that ticket buyers would be more reluctant to leave their sofas if they could see the same films on their TV sets or iPads just a couple of weeks later.Universal’s competitors mostly stuck with the status quo.But the willingness by Universal to experiment — to challenge the “this is how we’ve always done it” thinking — seems to have paid off. Universal has generated more than $1 billion in premium V.O.D. revenue in less than three years, while showing little-to-no decrease in ticket sales. In some cases, box-office sales even increased when films became available in homes, which Universal has decided is a side effect of premium V.O.D. advertising and word of mouth.Universal, for instance, made “Minions: The Rise of Gru” available for premium V.O.D. after 33 days in theaters in 2022. The movie stayed in theaters after that, selling more tickets than “Minions,” released in 2015, did after 33 days, according to data from Comscore, an analytics company. Data for Universal’s “Jurassic World” and “Fast and Furious” franchises show a similar effect.An interesting wrinkle: Donna Langley, the chairwoman of the Universal Filmed Entertainment Group, which includes Focus Features, said the company had seen only a small decrease in revenue from traditional V.O.D. That service lets viewers rent or purchase movies at a lower price after 90 days in theaters. She said the premium offering was “an additive, important new revenue source that didn’t exist three years ago.”In other words, Universal thinks that, to some degree, it has found an entirely new customer.“It has had a hugely positive impact on our business,” Ms. Langley said, adding that without it, Universal would have likely had to make fewer movies. Universal and Focus will release 26 movies in theaters this year, more than any other Hollywood studio.Donna Langley, the chairwoman of the Universal Filmed Entertainment Group, calls premium on-demand “an additive, important new revenue source.”Valerie Macon/Agence France-Presse — Getty ImagesUniversal charges as much as $25 to rent a film for 48 hours and $30 to buy it during its premium V.O.D. sales period. Those prices can drop to $6 and $20 in the later, traditional sales window.About 80 percent of premium V.O.D. revenue goes to Universal, with sales platforms like iTunes and Google Play keeping most of the rest. (A small cut goes to theater chains like AMC Entertainment — grease to get them to agree to reduced exclusivity.) Ticket sales are typically split 50-50 with theaters.Premium V.O.D. revenue is small compared with box-office sales. But it’s certainly not nothing.“The Super Mario Bros. Movie” has generated more than $75 million in premium V.O.D. revenue since May 16, Universal said. “Jurassic World: Dominion,” “The Croods: A New Age” and “Sing 2” each collected more than $50 million. Universal said 14 films, including “News of the World,” a period drama starring Tom Hanks, and “M3gan,” each had more than $25 million.Films from Focus, including “Belfast” and “Mrs. Harris Goes to Paris,” have generated roughly $5 million each. For some art films, a theatrical release has become valuable mostly as “a marketing tool” for premium V.O.D. rentals and purchases, according to Julia Alexander, the director of strategy at Parrot Analytics, a research firm.Much like DVD sales in the 1990s and 2000s, premium V.O.D. has started to provide a type of financial safety net on box-office misses. “The Focus titles, in particular,” said Peter Levinsohn, the Universal Filmed Entertainment Group’s chief distribution officer. “Those smaller films aimed at older moviegoers have become, I wouldn’t say reliant on it, but they have benefited hugely.”It’s also about flexibility, Mr. Levinsohn said. The studio often decides that 17 days (three weekends) of theatrical exclusivity is enough. Sometimes, based on ticket sales, it allows for longer. “The Super Mario Bros. Movie” played exclusively in theaters for 41 days.“We have also taken back control of the decision of when to make our content available in the home, based on the most optimal timing for an individual film,” Mr. Levinsohn said. NBCUniversal said in January that revenue from its studios (both film and TV) increased 23 percent in 2022 from a year earlier, to $11.6 billion.Every studio has been trying to find creative ways to maximize movie profits in a fast-changing business. Part of Universal’s challenge is guessing what kind of impact premium V.O.D. might have on streaming: If movies are sold or rented more widely before they arrive on a streaming service (in Universal’s case, on Peacock and Netflix), does that make the movies less valuable tools for encouraging people to sign up for streaming services?“The impact on streaming is not quite as big as people might have expected, but it’s still notable,” Ms. Alexander said. More

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      ‘Movie Theaters Are the Marketplace of Free Ideas’

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      John Fithian saw a lot during his nearly three decades as the president and chief executive of the National Association of Theater Owners, the top lobbyist for movie theaters, a tenure that ended on May 1.He grappled with the transition from film projection to digital cinema and engaged in multiple battles over the studios’ desire to shorten the amount of time newly released movies can exclusively be shown in theaters amid the rise of streaming services. Yet it wasn’t until spring 2020, at the start of the pandemic, when Mr. Fithian actually wondered whether his business was going to survive.Mr. Fithian said he was receiving calls “multiple times a day, from people saying, my third-, fourth-generation family business will be gone in a couple of months if you don’t get something for us,” he said with a nervous laugh. “That was that was when the crisis was very, very real to us.”He helped secure more than $2 billion in tax relief for the industry, allowing most of the country’s theater chains to stay afloat. In the end, only 2,000 screens were closed down.Mr. Fithian, 61, was raised in Washington, D.C., the son of former Representative Floyd Fithian of Indiana. He began his career as an outside counsel for clients that included the Major League Baseball players’ union and the theater owners’ association.“Hearing theater owners talk about why they went into business or why their grandparents went into the business was completely inspiring,” he said. “It sounds silly, but movie theaters are the marketplace of free ideas.”This interview, which was condensed and edited for clarity, was conducted during CinemaCon, an annual industry trade event, in Las Vegas.When was the moment when you felt like the movie theater business was going to be OK?About a month ago. (Laughs.) In 2022, we knew that people were coming back on a per-film basis at prepandemic rates so that kind of gave us the inkling that everything would be fine if the movies kept coming back. But, to be completely confident that this business will now grow to higher levels, that was only within the last few months, with pronouncements from the leaders of the major studios about their release slates going forward, by Amazon and Apple jumping into the theatrical business.Do you now see some silver linings to the pandemic?The so-called streaming wars that had started before the pandemic had the companies who owned streaming services, and Wall Street and its financial backers, believe that the only thing that mattered as a competitive business model was the number of subscribers to streaming services. We had heard from several studio leaders prepandemic that they really wanted to experiment with the elimination of a theatrical window.Eliminate it completely?“Some executives thought that. Others thought it should be dramatically shorter. There was a lot of pressure coming into the pandemic and during the pandemic. And release models totally changed. A lot of movies went only to streaming services. A lot of movies went simultaneously to theaters and streaming services. At the time, these were thought of as crisis moments for the creative community and for theater owners.But what happened is that a whole bunch of data came out of the pandemic about these theories of the theatrical window. One, it was quite clear when you compare the movies during the pandemic, the ones that had an exclusive theatrical window did much better theatrically, but then also did better when it got to the home. Two, we learned that piracy is exacerbated by shrinking the theatrical window. If movies are only in cinemas, the only way you can pirate a movie is with a recording device. And the quality level is not great. When a movie gets released to the home, a pristine digital, easily replicable, easy-to-distribute-around-the-world copy becomes available. So you’re literally cannibalizing movie theater sales from the very first day.Netflix is the last holdout when it comes to the theatrical space. Now that you have Amazon and Apple demonstrating a much greater interest in theatrical, does Netflix’s position matter as much?I’m just stoked that one of my goals before retirement was to get two out of three of the streamers to go theatrical. We got two out of three. I just didn’t think those would be the two.Do you believe you’ve permanently lost moviegoers because of changing habits developed during the pandemic?We don’t think so. We were very nervous about that right when we started coming out of the pandemic, and there was data early in the reopening that suggested that two demographics, seniors and families with small children, weren’t prepared to come back to cinemas. Then it became a bit of a self-fulfilling prophecy, because studios wouldn’t theatrically distribute movies that appealed primarily to seniors, or to families with young children. Now the data is clear that movies released targeting those demographics are performing similar or better than they did in 2019, just like the movies targeted to other demographics. It was not a big surprise to us that the “Super Mario Bros. Movie” was going to do an extraordinary amount of business.People love to criticize the moviegoing experience: It’s too loud, and people talk, use their phones, and you have to sit through 30 minutes of ads before the movie starts. Is there an awareness that there are issues with going to the movie theater?We surveyed lots of theater owners about their plans coming out of the pandemic about adding premium large format screens, about replacing their sound systems, about adding alcohol service, about continuing to replace their seats. And the numbers are really strong. Now that the business is coming back, the theater owners have already started to continue to innovate and improve the experience so that it’s always better than the home.In both Los Angeles and New York, quite a few prime theaters that catered to independent film have shut down. Do you think independent film is struggling for a home nowadays?There’s a fascinating thing to me that I’ve noticed throughout my 30 years of representing theater owners, and that is what happens in Los Angeles or New York suggest to the creative community, the moviemakers, the reporters who cover our business, and the financial community, that is the movie experience. There’s a lot more out there. One company, Pacific Theaters, which ran the ArcLight, is the only company in the country who filed Chapter Seven bankruptcy. They went out of business entirely. There were a couple Chapter 11 reorganizations, but the only one that said, “Eh, I’m done” was Pacific. It does not mean that the art houses across the country closed down.What is a misconception people have about the movie theater business that you’ve tried to correct but didn’t succeed?Ticket prices. Even through all the innovations and improvements in the technology, and the sound systems and the premium screens — all the ways that we’ve improved the cinema experience over the last decade or two, it’s still the case that the average price of a ticket today on a cost-of-living basis is less than it was in the 1970s. And yet people always say movie tickets are too expensive.What are the biggest challenges facing the theatrical exhibition business going forward?I think the existential challenges — the pandemic, the streaming wars — are gone. I’m really the most optimistic I’ve been in 30 years about the future of the business. The biggest immediate challenge is it’s going to take a while to fix the balance sheets.Long term, it’s still about two things: the creation and distribution of really good movies that appeal to all demographics in all different genres, with diverse casts and diverse themes, and really good operational experiences at theaters that also offer diversity and different value-based judgments. If the studio partners keep making really good movies that appeal to diverse audiences, and we keep innovating and upgrading cinema experiences, I’m very bullish on the long-term health of the industry.Were you a movie lover before you took this job?I like movies. But I was principally a First Amendment lover, and a First Amendment lawyer in Washington. Our members will play everything: the most radical, left-wing anarchist film, the most conservative religious film, and we get protests on both sides. To me it was always like, “Bring it on.” Movie theaters are the town halls of modern society. It’s where people go to experience something collectively, and then debate the issues of the day.What is the thing you are going to miss the least?I don’t know who I’m going to miss the least, the really aggressive know-it-alls in Hollywood or the really aggressive know-it-alls in Washington, D.C. A lot of these people are my really good friends, and I’ll have some lasting relationships with both creatives and studio executives, but, you know, sometimes just because you run a big studio or you’re a United States senator doesn’t mean you know everything. I will not miss that. More

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      Striking Writers Find Their Villain: Netflix

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      Fear of protests prompted the streaming giant to shift an anticipated presentation for advertisers to a virtual event and a top executive to skip an honorary gala.Just over a week after thousands of television and movie writers took to picket lines, Netflix is feeling the heat.Late Wednesday night, Netflix abruptly said it was canceling a major Manhattan showcase that it was staging for advertisers next week. Instead of an in-person event held at the fabled Paris Theater, which the streaming company leases, Netflix said the presentation would now be virtual.Hours earlier, Ted Sarandos, Netflix’s co-chief executive, said he would not attend the PEN America Literary Gala at the Museum of Natural History on May 18, a marquee event for the literary world. He was scheduled to be honored alongside the “Saturday Night Live” eminence Lorne Michaels. In a statement, Mr. Sarandos explained that he withdrew because the potential demonstrations could overshadow the event.“Given the threat to disrupt this wonderful evening, I thought it was best to pull out so as not to distract from the important work that PEN America does for writers and journalists, as well as the celebration of my friend and personal hero Lorne Michaels,” he said. “I hope the evening is a great success.”Netflix’s one-two punch in cancellations underscored just how much the streaming giant has emerged as an avatar for the writers’ complaints. The writers, who are represented by affiliated branches of the Writers Guild of America, have said that the streaming era has eroded their working conditions and stagnated their wages despite the explosion of television production in recent years, for much of which Netflix has been responsible.The W.G.A. had been negotiating with the Alliance of Motion Picture and Television Producers, which bargains on behalf of all the major Hollywood studios, including Netflix, before talks broke down last week. The writers went on strike on May 2. Negotiations have not resumed, and Hollywood is bracing for a prolonged work stoppage.Last week, at a summit in Los Angeles a day after the strike was called, one attendee asked union leaders which studio has been the worst to writers. Ellen Stutzman, the chief negotiator of the W.G.A., and David Goodman, a chair of the writers’ negotiating committee, answered in unison: “Netflix.” The crowd of 1,800 writers laughed and then applauded, according to a person present at that evening who spoke on condition of anonymity because of the sensitivity of the strike.The last time the writers went on strike, in 2007, Netflix was little more than a DVD-by-mail company with a nascent streaming service. But over the past decade, Netflix has produced hundreds of original programs, helping to usher in the streaming era and upending the entertainment industry in the process.Initially, Netflix was cheered by the creative community for creating so many shows, and providing so many opportunities.Demonstrations over the past week have underscored just how much writers have soured on the company. In Los Angeles, Netflix’s Sunset Boulevard headquarters have become a focal point for striking writers. The band Imagine Dragons staged an impromptu concert before hundreds of demonstrators on Tuesday. One writer pleaded on social media this week that more picketers were needed outside the Universal lot, lamenting that “everyone wants to have a party at Netflix” instead.People were passing out fliers with messages like “Please Cancel Netflix Until a Fair Deal Is Reached” on the picket lines.Frederic J. Brown/Agence France-Presse — Getty ImagesOn Wednesday, demonstrators were out in force outside the headquarters. “Ted Sarandos is my dad and I hate him,” read one sign. Another said: “I shared my Netflix password. It’s ‘PAY ME’!”While the writers marched, the veteran television writer Peter Hume affixed fliers to picket signs that read “Cancel Until Contract” and “Please Cancel Netflix Until a Fair Deal Is Reached.”Mr. Hume, who has worked on shows like “Charmed” and “Flash Gordon: A Modern Space Opera,” said the streaming giant was responsible for dismantling a system that had trained writers to grow their careers into sustainable, fulfilling jobs.“I have 26 years of continuous service, and I haven’t worked in the last four because I’m too expensive,” Mr. Hume said. “And that’s mostly because Netflix broke the model. I think they put all the money into production in the streaming wars, and they took it away from writers.”Netflix’s decision to cancel its in-person showcase for marketers next week caught much of the entertainment and advertising industry off guard.The company had been scheduled to join the lineup of so-called upfronts, a decades-old tradition where media companies stage extravagant events for advertisers in mid-May to drum up interest — and advertising revenue — for their forthcoming schedule of programming.Netflix, which introduced a lower-priced subscription offering with commercials late last year, was scheduled to hold its very first upfront on Wednesday in Midtown Manhattan. Marketers were eager to hear Netflix’s pitch after a decade of operating solely as a premium commercial-free streaming service.“The level of excitement from clients is huge because this is the great white whale,” Kelly Metz, the managing director of advanced TV at Omnicom Media Group, a media buying company, said in an interview earlier this week. “They’ve been free of ads for so long, they’ve been the reach you could never buy, right? So it’s very exciting for them to have Netflix join in.”So it came as a surprise when advertisers planning to attend the presentation received a note from Netflix late Wednesday night, saying that the event would be virtual.“We look forward to sharing our progress on ads and upcoming slate with you,” the note said. “We’ll share a link and more details next week.”The prospect of hundreds of demonstrators outside the event apparently proved too much to bear. Other companies staging upfronts in Manhattan — including NBCUniversal (Radio City Music Hall), Disney (The Javits Center), Fox (The Manhattan Center), YouTube (David Geffen Hall at Lincoln Center) and Warner Bros. Discovery (Madison Square Garden) — said on Thursday that their events would proceed as normal, even though writers were planning multiple demonstrations next week.After Ted Sarandos said he would skip the PEN America Literary Gala, the organization said, “As a writers organization, we have been following recent events closely and understand his decision.”Kevin Winter/Getty ImagesMr. Sarandos’s decision to pull out of the PEN America Literary Gala will not disrupt that event either. Mr. Michaels, the “Saturday Night Live” executive producer, will still be honored, and Colin Jost, who co-hosts Weekend Update on “Saturday Night Live,” is still scheduled to M.C.“We admire Ted Sarandos’s singular work translating literature to artful presentation onscreen, and his stalwart defense of free expression and satire,” PEN America said in a statement. “As a writers organization, we have been following recent events closely and understand his decision.”The writers’ picket lines have successfully disrupted the productions of some shows, including the Showtime series “Billions” and the Apple TV+ drama “Severance.” On Sunday, the MTV Movie & TV Awards turned into a pretaped affair after the W.G.A. announced it was going to picket that event. The W.G.A. also said on Thursday it would picket the commencement address that David Zaslav, the chief executive of Warner Bros. Discovery, is scheduled to give on the campus of Boston University on May 21.One of the writers’ complaints is how their residual pay, a type of royalty, has been disrupted by streaming. Years ago, writers for network television shows could get residual payments every time a show was licensed, whether for syndication, broadcast overseas or a DVD sale.But streaming services like Netflix, which traditionally does not license its programs, have cut off those distribution arms. Instead, the services provide a fixed residual, which writers say has effectively lowered their pay. The A.M.P.T.P., which bargains on behalf of the studios, said last week that it had already offered increased residual payments as part of the negotiations.“According to the W.G.A.’s data, residuals reached an all-time high in 2022 — with almost 45 percent coming from streaming, of which the lion’s share comes from Netflix,” a Netflix spokeswoman said.“Irrespective of the success of a show, Netflix pays residuals as our titles stay on our service,” the spokeswoman said, adding that the practice was unlike what network and cable television did.Outside Netflix’s Los Angeles headquarters on Wednesday, writers on picket lines expressed dismay that the company was beginning to make money off advertising.“If they make money doing ads, my guess would be that ads will become a bigger revenue stream for them,” said Christina Strain, a writer on Netflix’s sci-fi spectacle “Shadow and Bone.” “And then we’re just working for network television without getting network pay.”Sapna Maheshwari More

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      Disney’s Losses From Streaming Narrowed in the Last Quarter

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      The company’s earnings were buoyed by its theme parks and cruise ships. It also announced it would soon put Hulu content on Disney+.To understand the forces that have been roiling the biggest media companies, look no further than Disney’s earnings. Streaming economics are improving — considerably so. But not fast enough to offset declines in traditional television, which is in free fall.Disney said on Wednesday that losses in its streaming business for the most recent quarter totaled $659 million, an improvement from a year earlier (and a vast improvement from the October-to-December period, when losses totaled $1.1 billion). Streaming revenue climbed 12 percent, reflecting a sharp increase in revenue per paid Disney+ subscriber, a metric investors watch closely.The problem: Disney still relies on old-line TV channels for a colossal portion of its profit — and those outlets are being maimed by cord cutting, sports programming costs and advertiser pullback. Disney’s linear networks (ESPN, Disney Channel, ABC, National Geographic, FX) reported $1.8 billion in operating income, down 35 percent from a year earlier. Revenue fell 7 percent.Robert A. Iger, Disney’s chief executive, called the decline of traditional television “a worrisome circumstance” in an earnings-related conference call with analysts. Disney shares fell by more than 4 percent in after-hours trading on Wednesday.As part of its push toward streaming profitability, Disney announced that content from Hulu would be made available on Disney+ to subscribers of both services in the United States. Mr. Iger said this “one app experience” would roll out by the end of the year. Hulu, which does not operate overseas, will also continue as a stand-alone product.Disney+ content is primarily aimed at children and families. The addition of more generalized Hulu content would “increase engagement and increase our opportunity in terms of serving digital ads — growing our advertising business,” Mr. Iger said.Disney said it would raise the price for ad-free subscriptions to Disney+ later this year, in part to push more viewers toward cheaper subscriptions that allow for advertising (which, in turn, would allow Disney to increase advertising rates). Disney most recently raised the ad-free price in December: Those subscriptions now cost $11, up 38 percent from what Disney previously charged. The option with advertising costs $8.Disney owns 67 percent of Hulu, with Comcast holding the balance. Under a 2019 agreement, Disney has an upcoming opportunity to buy out Comcast. (Estimates start in the $9 billion range.) Mr. Iger indicated on Wednesday that Disney would like to make that deal.“We’ve had some conversations with them already,” he said. “I can’t really say where they end up.” Mr. Iger notably started the conference call by congratulating Comcast, an archrival, on the success of its animated “Super Mario Bros. Movie,” which has collected $1.2 billion worldwide.Disney+ subscriber counts have abated over the past six months, in part because Disney has pulled back on expensive “subscriber acquisition” efforts — marketing campaigns that try to persuade people to subscribe. Disney+ now has about 158 million subscribers worldwide, a 2 percent decline from December, with most of the loss coming from ultra-low-priced subscriptions in India. Disney+ peaked with 164 million subscribers in October.Disney had 231.3 million subscriptions across Disney+, Hulu and ESPN+ in the quarter, down from 234.7 million in December.“The Mandalorian” is one of several lavish original Disney+ productions.Lucasfilm Ltd.Unlike most of its competitors, Disney has a safety net in the form of theme parks. Operating profit in the company’s Parks, Experiences and Products division climbed 22 percent, to $2.2 billion, as Disney resorts in Shanghai and Hong Kong finally began to recover from the pandemic. Disneyland Paris continued its attendance surge, which started last summer with the opening of a Marvel-themed expansion.Attendance also increased at Disney World in Florida and Disneyland in California, although higher costs — the introduction of a new “Tron”-themed roller coaster, for instance — dented profitability in Florida. Disney Cruise Line bookings were strong, partly because of a recent expansion of its fleet, the company said.It was Disney’s first full quarter under the second reign of Mr. Iger, who returned as the chief executive in November. He replaced Bob Chapek, who was ousted by the board following a series of blunders, including the company’s response to contentious education legislation in Florida. The fallout from that matter has led to a legal battle with Gov. Ron DeSantis over Disney World’s future expansion and oversight.On Wednesday, Mr. Iger said the company was “evaluating where it makes the most sense to direct future investments” for theme park construction, a clear reference to the standoff in Florida. Disney said last month — before the deteriorating situation with Mr. DeSantis — that it had earmarked $17 billion for Disney World expansion projects over the coming decade.When asked by analysts about the tense situation in Florida, Mr. Iger reiterated that Disney viewed it as unconstitutional retaliation for its opinion on the education legislation.As a whole, Disney generated $21.8 billion in sales, a 13 percent increase compared with last year, slightly surpassing analyst projections. Disney reported earnings per share of 93 cents, excluding certain items affecting comparisons, on par with analyst expectations.Disney is in the midst of eliminating roughly 7,000 jobs, or roughly 4 percent of its global total, as part of a campaign to cut costs by $5.5 billion. There have been two rounds of layoffs so far; the final round is expected by the end of the month.The company continues to pour money into original Disney+ programming. The third season of “The Mandalorian” arrived on the service in March. Another lavish series set in the “Star Wars” universe, “Ahsoka,” is scheduled to roll out on Disney+ this summer.At the same time, however, Disney said it would begin removing some content from its streaming services, particularly in overseas markets where growth potential is limited. It did not give any examples of the content. Because content costs are amortized over time, early removal would cost Disney up to $1.8 billion. But the move will save Disney money over the long term because the company will not need to pay residual fees (a type of royalty) to show creators. More

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      Frank Ocean Shows Us a More Human Way to Perform

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      As live concert broadcasts have grown increasingly staid, his electrifying Coachella set gave us an unruly digital experience to share.Frank Ocean was constructing an ice-skating rink in the Sonoran desert. This was his reported plan — to headline the Coachella Valley Music and Arts Festival on the night of April 16 inside, or in front of, or atop a frozen pool, defying the basic logic of weather. What better metaphor could there be for an artist seemingly allergic to the typical mechanisms of the music industry than to accept the headlining slot at Coachella and then subvert it, to stage the opposite of the festival’s arid environment by scheming an icy exhibition among the sickening dust and heat? The rumored set design was ultimately scrapped, but the very concept of Ocean’s doomed ice rink felt symbolic — maybe of how distant this king of pop-world disenchantment felt from Coachella’s surroundings to begin with.I was not in the desert. Nor did I really believe that I would be able to watch Ocean’s set — his first major public performance since 2017 — on an officially sanctioned livestream. Before he came onstage, YouTube clarified that Ocean’s 10:05 p.m. Pacific Standard Time set would not be broadcast on Coachella’s own stream — his representatives say he was, in fact, never scheduled to appear on the stream — though this was not surprising. Enigma has always been a tenet of Ocean’s public persona. Having previously spurned the Grammy Awards, dismissed major record labels and called attention to the very nature of livestreaming with his 2016 visual album, “Endless,” Ocean was primed to opt out without apology.It did not stop fans; links to spontaneous Instagram Live streams, by those on the ground, abounded. As it approached 1:05 a.m. in New York, I opened one of these links on my desktop and sat for an hour, waiting. Tens of thousands of us clicked on and waited. It was democratizing — there are no V.I.P. sections that I know of on Instagram Live — and the rumor was that Lorde was waiting in the same stream, too. We were all in it, waiting in the Frank Ocean IG Live, together.When the music finally started, this particular improvised stream proved to be shaky — while the set quickly revealed itself to be an unconventional, at-times rough-hewed spectacle — cutting in and out as Ocean sang a rock version of “Novacane,” his 2011 breakthrough single about emotionless sex and a couple who meet at Coachella. Fortunately, I soon found @Morgandoesntcare, a young musician from North Carolina who facilitated the guerrilla video stream that brought Ocean’s set to the masses, reaching 130,000 viewers. Ocean’s absence from the official stream felt like a refusal of that frictionless status quo. Maybe Ocean said no to the sanctioned livestream because he knew his set wouldn’t be what he “intended to show,” as he acknowledged in a statement later that week. (According to that statement, he sustained a leg injury in the days before Coachella, requiring a rework of the show.) Maybe the choice was intuitive. It’s enticing, however, to wonder if he made the decision in order to reject our on-demand culture of convenience. Some industry prognosticators have wondered if livestreams could supplant in-person concerts in the future — though it doesn’t seem likely — as ticket prices surge at the hands of exploitative corporations and make large-scale concertgoing increasingly unattainable to anyone but the rich. Livestreamed concerts by mainstream artists are often more like note-by-note recitals. With streaming more broadly, the data-driven music companies want to find patterns, to engineer us further into a culture of predictability. Intentionally or not, Ocean’s absence from the official stream felt like a refusal of that frictionless status quo. Watching a teenager’s ad hoc broadcast instead made for a more unruly digital experience that could not be predicted, planned for, optimized or controlled.The day after Ocean’s set, it still consumed my thoughts. Though I had watched it on a trembly hand-held broadcast that cut in and out, I felt that I had not only witnessed but participated in something significant — not in spite of but because of the spontaneous stream. Most reviews disagreed, criticizing how Ocean stoked “confusion” and commenting that his songs didn’t sound the way they do on his records. When I watched alone in my bedroom more than 2,000 miles away, these qualities made the music feel alive. Liveness has always carried with it an expectation of, and invitation into, risk and imperfection. But the media landscape’s flood of manicured concert-film and livestream events has largely normalized staid, smooth performances, a trend that mirrors the streaming era’s broader preference for formulaic culture. Lauryn Hill’s commitment was to presenting the truest version of herself, not appealing to commercial interests.Ocean’s set seemed like a rebuke of this trend. New arrangements of his most beloved songs, like “Bad Religion” and “White Ferrari,” sounded more astral and expansive than ever. “Solo” approached something resembling starry electric jazz and nearly brought me to tears. The speech Ocean gave about his younger brother, who died in a car accident in 2020 and with whom he went to Coachella multiple times, immediately did. The songs sometimes showed their seams, letting his voice reach higher and skate the sky. Delicate acoustic takes of “Pink + White” and “Self Control” brought to mind the intimacy of a theoretical Ocean appearance on “MTV Unplugged.”Pop music history is filled with incidents in which celebrated artists polarized their audiences from big stages, but one important precedent is Lauryn Hill’s 2001 performance on “MTV Unplugged.” On that show, and the unvarnished album that followed the next year, “MTV Unplugged No. 2.0,” she sang her biblical hip-hop folk profundities in a gorgeous raspy voice, accompanied by her acoustic guitar. In between songs, she delivered monologues of uncompromising creative wisdom. At the time, this live session was considered bewildering and met with divided reviews. Hill’s commitment was to presenting the truest version of herself, not appealing to commercial interests. “Fantasy is what people want,” Hill said then, “but reality is what they need.”You can imagine the now-35-year-old Ocean growing up, absorbing Hill’s messaging and reflecting his own unpolished reality in concert. When he played Coachella in 2012, he covered “Tell Him” from “The Miseducation of Lauryn Hill.” Ocean has a documented fondness for her “Unplugged” performance: His song “Rushes,” from “Endless,” interpolates Hill’s “Just Like Water”; he once rapped over a sample of “I Gotta Find Peace of Mind,” a track on which Hill cries. “What I am is what I am, and I can’t be afraid to, you know, to expose that to the public,” Hill said during the “MTV Unplugged” performance. She defended her right to let her voice crack, which was a reflection of her lived experience. Such honesty calls people to be artists. But contemporary streaming culture, and the rigid aesthetic standards it widely supports, are hostile to frayed edges.On the spontaneous Ocean Instagram stream, I caught glory in flickers. Ocean’s set, which he himself called “chaotic” while emphasizing the “beauty in chaos,” was a presentation of his own humanity. In a just popular culture, that is what a “live” album, “live” stream, “live” concert and “live” artist is: raw, fallible and human.Source photographs: Angela Weiss/Agence France-Presse, via Getty Images; Getty Images; Timothy Hearsum/The Image Bank/Getty Images.Jenn Pelly is a freelance writer, contributing editor at Pitchfork and author of “The Raincoats.” More

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      Hollywood Writers Strike Is ‘Going to Be a While’

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      The writers and entertainment companies remain far apart on several key issues, including money, and the standoff could last for months.It’s not just posturing: As screenwriters continue their strike against Hollywood companies, the two sides remain a galaxy apart, portending a potentially long and destructive standoff.“Any hope that this would be fast has faded,” said Tara Kole, a founding partner of JSSK, an entertainment law firm that counts Emma Stone, Adam McKay and Halle Berry as clients. “I hate to say it, but it’s going to be a while.”The Writers Guild of America, which represents 11,500 screenwriters, went on strike on Tuesday after contract negotiations with studios, streaming services and networks failed. By the end of the week, as companies punched back at union in the news media, and striking writers celebrated the disruption of shows filming from finished scripts, Doug Creutz, an analyst at TD Cowen, told clients that a “protracted affair seems likely.” He defined protracted as more than three months — perhaps long enough to affect the Emmy Awards, scheduled for Sept. 18, and delay the fall TV season.The W.G.A. has vowed to stay on strike for as long as it takes. “The week has shown, I think, just how committed and fervent writers’ feelings are about all of this,” Chris Keyser, a chair of the W.G.A. negotiating committee, said in an interview on Friday. “They’re going to stay out until something changes because they can’t afford not to.”The Alliance of Motion Picture and Television Producers, which bargains on behalf of studios, streaming services and networks, has maintained that it hopes “to reach a deal that is mutually beneficial to writers and the health and longevity of the industry.” Privately, however, member companies say they are prepared to weather a strike of at least 100 days. The most recent writers strike, which began in 2007 and ended in 2008, lasted that long.“It’s fair to say there’s a pretty big gap,” Bob Bakish, chief executive of Paramount Global, told analysts and investors on a conference call on Thursday. Paramount and its CBS subsidiary are prepared to “manage through this strike,” he added, “even if it’s for an extended duration.”Among the writers’ demands is that studios not let artificial intelligence encroach on writers’ credit or compensation.James Estrin/The New York TimesBoth sides have insisted that the other needs to make the first move to restart talks. None are scheduled. For the moment, media companies have turned to contract renewal negotiations with the Directors Guild of America, which start on Wednesday. That contract expires on June 30.Like writers, directors want more money, especially regarding residual payments (a type of royalty) from streaming services, which have rapidly expanded overseas. Before streaming, writers and directors (and other creative contributors, including actors) could receive residual payments whenever a show was licensed, whether that was for syndication, an international deal or DVD sales. In the streaming era, as global services like Netflix and Amazon have been reluctant to license their series, those distribution arms have been cut off.In addition to raises, however, writers want media companies — Netflix, in particular — to make structural changes to the way they do business. The companies — Netflix, in particular — say that is a bridge too far.The W.G.A. has proposals for mandatory staffing and employment guarantees, for instance. The union contends that the proposals are necessary because entertainment companies are increasingly relying on what is known in Hollywood slang as a miniroom. In one example of a miniroom, studios hire a small group of writers to develop a series and write several scripts over two or three months. Because they have not officially ordered the series, studios pay writers less than if they were in a large, traditional writers’ room.And given the relatively short duration of the position, those writers are then left scrambling to find another job if the show is not picked up. If a show does get a green light, fewer writers are sometimes hired because blueprints and several scripts have already been created.“While the W.G.A. has argued” that mandatory staffing and duration of employment “is necessary to preserve the writers’ room, it is in reality a hiring quota that is incompatible with the creative nature of our industry,” the studio alliance said in a statement on Thursday.Writers responded with indignation. “We don’t need the companies protecting us from our own creativity,” said Mr. Keyser, whose writing credits include “Party of Five” and “The Last Tycoon.” “What we need is protection from them essentially eliminating the job of the writer.”Writers also want companies to agree to guarantee that artificial intelligence will not encroach on writers’ credits and compensation. Such guarantees are a nonstarter, the studio alliance has said, instead suggesting an annual meeting on advances in the technology. “A.I. raises hard, important creative and legal questions for everyone,” the studios said on Thursday. “It’s something that requires a lot more discussion, which we have committed to doing.”Mr. Keyser’s response: Go pound sand.“This is exactly what they offered us with the internet in 2007 — let’s chat about it every year, until it progresses so far that there’s nothing we can do about it,” he said. In that case, have fun on the picket lines, studio executives have said privately: It’s going to be hot out there in July.Over the last week, media companies conveyed an air of business as usual. On Thursday, HBO hosted a red carpet premiere for a documentary, while the Fox broadcast network announced a survivalist reality show called “Stars on Mars” hosted by William Shatner.“3 … 2 … 1 … LIFT OFF!” the network’s promotional materials read.With the exception of late-night shows, which immediately went dark, Mr. Bakish assured Wall Street, “consumers really won’t notice anything for a while.” Networks and streaming services have a large amount of banked content. Reality shows, news programs and some scripted series made by overseas companies are unaffected by the strike. Most movies scheduled for release this year are well past the writing stage.Shares climbed on Friday for every company involved with the failed contract talks; investors tend to like it when costs go down, which is what happens when production slows, as during a strike. If the strike drags into July, analysts pointed out, studios can exit pricey deals with writers under “force majeure” clauses of contracts.“The sorry news for writers is that, in declaring a strike, they may in fact be helping the streaming giants and their parent companies,” Luke Landis, a media and internet analyst at SBV MoffettNathanson, wrote in a report on Wednesday.Writers, however, succeeded in making things difficult for studios over the first week. Apple TV+ was forced to postpone the premiere of “Still,” about Michael J. Fox and his struggle with Parkinson’s disease, because Mr. Fox refused to cross a picket line. In Los Angeles, writers picketed the Apple TV+ set for “Loot,” starring Maya Rudolph, causing taping to halt. In New York, similar actions disrupted production for shows like “Billions,” the Showtime drama. Other affected shows included “Stranger Things” on Netflix, “Hacks” on HBO Max and the MTV Movie & TV Awards telecast on Sunday, which went forward without a host after Drew Barrymore pulled out, citing the strike.“The corporations have gotten too greedy,” Sasha Stewart, a writer for the Netflix documentary series, “Amend: The Fight for America” as well as “The Nightly Show With Larry Wilmore,” said from a picket line last week. “They want to break us. We have to show them we will not be broken.”Writers went into the strike energized. But a rally at the Shrine Auditorium in Los Angeles on Wednesday seemed to supercharge the group, in part because leaders from other entertainment unions turned out to support them — and in fiery fashion. During the 2007 strike, writers were largely left to stand alone, while a union representing camera operators, set electricians, makeup artists and other crafts workers blasted the writers for causing “devastation.”Ellen Stutzman, chief negotiator for the writers, received a standing ovation from the estimated 1,800 people who attended the rally. During the session, writers suggested expanding picket lines to the homes of studio chief executives and starting a public campaign to get people to cancel their streaming subscriptions.Some writers realized that Teamsters locals, which represent the many drivers that studios rely on to transport materials (and people), would not cross picket lines. So they started to picket before dawn to intercept them. (The W.G.A. has advised a 9 a.m. starting time.) At least one show, the Apple TV+ dystopian workplace drama “Severance,” was forced to shut down production on Friday as a result of Teamsters drivers’ refusing to cross. More