A narrative that has a lot less appeal than disney thinks. All this B tier story building stuff could be accomplished with a comic book or two. I can bet which option is cheaper.
They don't have to buy Hulu. They have the opportunity to, and they most likely will. They have ~$10B in cash on hand at the moment. Comcast's share buyout is guaranteed to be $9B.
Disney guaranteed Comcast a minimum of a $9B price for their share. Not sure how this will play out and if they'll get more than that.
They’ll finance it anyway, they have a nearly unlimited access to credit.
Just ask the Governor….or buy a copy of his book. He will tell you he is targeting Disney. No need to suppose.
I don’t know all the specifics but I believe Comcast could force Disney to buy their stake in Hulu for around $9B or Disney could force Comcast to sell at current market value (from an independent valuation). I don’t think Comcast can drive up the price to inflict pain and I can’t see why they would want. They don’t want to be left with a minority interest in Hulu. They want out a lot more than Disney wants in. Disney can borrow $9B without any issue. They can also use cash on hand. I don’t see them issuing stock to pay for it, but they have that option too. Disney’s liquidity far exceeds the 10B of cash on hand.
You can also open the pdf of Disney's suit against CFTOD, DeSantis, et al for free, they cite DeSantis and his very public and clear statements. Countless times.
They’ve got like $200B in assets, they can afford to buy Hulu out. I don’t know why anyone would want to paint the picture that they can’t.I can’t see why they would want. They don’t want to be left with a minority interest in Hulu. They want out a lot more than Disney wants in. Disney can borrow $9B without any issue. They can also use cash on hand. I don’t see them issuing stock to pay for it, but they have that option too. Disney’s liquidity far exceeds the 10B of cash on hand.
Disney is firmly in investment grade. They could even be downgraded a level and still be in investment grade. Banks would have no issue lending them $9B if Disney chooses that path.
Exactly.
I've been a huge fan of the MCU since day one (opening night of Iron Man, baby) & the quality has definitely gone downhill in the past 3 years.
To the millions of mutual fund investors of Vanguard , TWDC continues to be an important part of select funds that many investors are riding their 401K on.
Iron Man and Cap and the other Avengers (except for Hulk) were B/C tier - that’s why Marvel retained the rights. Guardians were about E tier. Right now there building up a lot of the newer characters who are prominent in the comics but unfamiliar to older non-comics reader - figures like the new Hawkeye and Widow (both of whom are much more appealing then there MCU predecessors) and the incredibly charming Ms Marvel.
I'm a semi-Iger fan and in no way can he be considered a creative. (Yes, I know your first paragraph was sarcasm.)
I suspect Secret Invasion into Cap 4 into Thunderbolts will seem like one big story arc. I also think they’ll take things back down to good old, one-dimensional Earth, which is what the MCU needs right now. Marvels is a bit of an outlier, but I suspect that’ll be a fairly straightforward space adventure. I’d be be surprised if we got much back into the multi-dimensional/ Kang stuff until Fantastic Four in 25.
Is he a Lasseter or a Jobs or a Disney? No. But in terms of the lanes of corporate advancement, he came from the TV side, not, say, Heinz or P&G or Gillette. So from that standpoint, he is more entrenched in the “creative” side.
