Disney CEO Bob Iger announced that Avatar is coming to Disneyland Resort. This post shares everything we know so far (which is not very much) plus commentary and rampant speculation about what this could mean.
For starters, this came during the Walt Disney Company’s first quarter fiscal 2023 earnings call. As we’ve already reported, Disney beat Wall Street estimates on the top and bottom line, with earnings per share (EPS) of 99 cents per share and revenue of $23.51 billion. Walt Disney World, Disneyland, and Disney Cruise Line did particularly well, with Disney Parks, Experiences and Products revenues for the quarter increasing 21% to $8.7 billion.
With regard to the new Avatar experience coming to Disneyland, here’s what Iger had to say (this comes via the ‘captions’ feature in the earnings call, which has a worse voice-to-text feature than Siri, so excuse the mistakes):
James Cameron’s Avatar: The Way of Water, which will be one of the most successful films of the quarter, became the fourth biggest film of all time globally with close to $2.2 billion earned in the box office to date. The global polarity of this film will result in the creation of more opportunities for fans to engage with the franchise.
They have been doing well at Walt Disney World’s Pandora: World of Avatar, as well as in theaters globally and on Disney+, the first film is delivering very strong numbers. Today I am thrilled to announce that we will be bringing an exciting Avatar experience to Disneyland. We will be sharing more details on that very soon.
Avatar represents yet another core franchise for the company and as you have seen, time and time again, we have a unique way of leveraging creative success.
One thing the captions ‘translation’ does get correct is that Bob Iger called this a new Avatar experience coming to Disneyland Resort, and not a new Avatar attraction or Pandora – The World of Avatar.
As we’ve pointed out countless times in the past, Iger is a master wordsmith who is great at sticking to the script, and also is cognizant of what different terms mean. (For example, he got the name of “Pandora – The World of Avatar” correct, not just calling it “Avatar Land” or “The Theme Park in Florida With Blue Alien Sex Cats By Jimmy C.”)
If this were Chapek, we wouldn’t be parsing words–he wasn’t as on-message and misspoke all the time. In Chapek-speak, “Avatar Experience” could mean everything from a new blue churro to an entire 3rd gate.
However, since this is Bob Iger, our guess is that ‘experience’ was chosen purposefully because this is not a new attraction or land, but rather, something else. What is anyone’s guess. It could be a new Meta Quest VR game in Downtown Disney, an overlay of the Boudin Bakery Tour, walkaround mech suit dude in Pixar Pier, or build-a-banshee shop.
Obviously, some of these possibilities are jokes. While an Avatar Experience (like a Meta Quest VR game) replacing the old ESPN Zone in Downtown Disney makes a ton of sense, even that feels a bit on the small side to tease on an earnings call–and Bob Iger ended up mentioning this Avatar Experience twice. Once at the beginning of the call in the quoted part above, and again while answering an analyst’s question at the end.
Given that and the consequential nature of this call as Iger’s first back as CEO and one that detailing cost-cutting and restructuring, it seems unlikely that Iger would’ve drawn attention to an addition to Disneyland Resort unless it’s something of consequence. That’s doubly true given how well Avatar: The Way of Water has performed and James Cameron’s reputation as a demanding perfectionist. I don’t think he’d be particularly satisfied with an Avatar-themed bread tour.
With that said, I’m struggling to come up with other ways Avatar could fit into the existing theme parks and lands at Disneyland Resort. Perhaps a nighttime spectacular or projection show? (Again, unlikely in the near-term given that the Disney100 stuff just started.)
Maybe a reimagining of Hollywood Land that successfully shoehorns Avatar in without making it the fully-fledged (and thematically incongruous) Pandora – World of Avatar? I really don’t know and am struggling to think of options that fit squarely within the existing areas of Disney California Adventure and Disneyland.
Accordingly, it is also possible that this is a new themed land or attraction that expands one of the existing parks. We don’t want to foreclose that possibility based on semantics. After all, Bob Iger did bet big on Avatar – The World of Avatar several years ago and he was also behind the acquisition of 20th Century Fox. Moreover, based on his social media posts, it seems like Iger has a personal affinity for Avatar and James Cameron.
At this point, it’s patently obvious that Avatar: The Way of Water is a rousing success, with James Cameron (yet again) proving his haters wrong while filmgoers soil themselves in delight while enjoying the sequel. With a half-dozen or so sequels already announced, it seems like Avatar is a bona fide franchise that is strategically important to Disney in the long term. While the media continues to hammer on (and be wrong about) Avatar’s lack of cultural impact, the movies have been huge hits that’ll continue to rake in billions at the box office.
If this “Avatar Experience” coming to Disneyland Resort is a new attraction or land, it would make sense for this expansion to occur at Disney California Adventure. We doubt that the remaining expansion areas in Disneyland are sufficiently large for an Avatar area or attraction. One left field possibility is that an Avatar area could be part of the illusory third gate that’s been teased as part of DisneylandForward.
The possibilities of DisneylandForward are really exciting. However, it’s really all about paving the way for future developments of an uncertain nature by giving Disney more autonomy over land use by relaxing the DRSP. Up until now, Disney has essentially been saying, “give us authority to build whatever we want, then we’ll tell you what, if anything, we’re going to build.”
Attaching concrete plans for Pandora – The World of Avatar to a new gate might make DisneylandForward more compelling, and increase the likelihood of its approval. That seems pretty far-fetched, but there aren’t a ton of other great/interesting options, and that would give DisneylandForward momentum.
Ultimately, it’ll be interesting to see how this plays out. My wheels are spinning as I simultaneously write and contemplate “what an Avatar Experience could mean for Disneyland?!” Check back for updates as we continue to edit and expand the commentary based on new details, thoughts, etc.
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Your Thoughts
What do you think of Disneyland Resort getting an Avatar Experience? What form do you expect this ‘experience’ to take? Think it’ll be an attraction, clone of Pandora – The World of Avatar, Boudin Bakery Bread Tour overlay, or something else entirely? Do you agree or disagree with our assessment? Any questions? Hearing your feedback—even when you disagree with us—is both interesting to us and helpful to other readers, so please share your thoughts below in the comments!
