Exactly. The US box office revenue ends up being something like less than 25% of the revenue generated by these movies. I can't find the exact percentage now but I found it doing some stock research a couple of years ago. Disney also just acquired all that great IP Pixar had which they can use in several ways. Granted, it'll still take a lot of movies to break even or profit from the purchase (but again, you're talking stock here not $$).
But what you're not taking into account is the production cost of the movies. Even if you assume that pixar spent more per movie in production costs (which isn't incredibly likely), they certainly spent less to make half as many films and brought in $300 million more in revenue. You also have to assume that Pixar's "brands" are stronger than the ones Disney has created recently as far as non-movie sales for related products. All this combined and it's obvious the Pixar has kicked Disney's ass in Disney's own playground.
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Exactly. The US box office revenue ends up being something like less than 25% of the revenue generated by these movies. I can't find the exact percentage now but I found it doing some stock research a couple of years ago. Disney also just acquired all that great IP Pixar had which they can use in several ways. Granted, it'll still take a lot of movies to break even or profit from the purchase (but again, you're talking stock here not $$).
But what you're not taking into account is the production cost of the movies. Even if you assume that pixar spent more per movie in production costs (which isn't incredibly likely), they certainly spent less to make half as many films and brought in $300 million more in revenue. You also have to assume that Pixar's "brands" are stronger than the ones Disney has created recently as far as non-movie sales for related products. All this combined and it's obvious the Pixar has kicked Disney's ass in Disney's own playground.