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That is just weird. CBS doesn’t need STARZ

Probably not cynical. If we hadn't just seen that happened with DLP, then you would be cynical.

Paramount is licensing those films to anyone and everyone. So I'm assuming they will be on D+ as well.

I was really thinking that this level of strategic alignment between Comcast and Disney would have created a path towards the Marvel rights. Although today also shows that there really isn’t ‘bad blood’ between Iger and Roberts after the 21CF bidding war. So maybe there will be a time in the...

Good point. Comcast seems to be a flowing hose of information.

We may just be in an echo chamber triggered by the MarketWatch alert. I tend to think a deal will/has happened, but Disney doesn’t normally let stuff slip. Although both Iger and Roberts were both being cute on their analyst calls, which is the only thing having me lean into a deal being...

True but Iger could never really get Spielberg into the fold either. But maybe he finally gets a good Spielberg movie in either West Side Story or Indy 5.

It feels like this concept should go in the Play Pavilion at Epcot. Overall I like the concept, and a way to keep things fresh. As long as they change it like every two years or so (preferably every year).

Great news. But I was kinda hoping it would become a Hulu original.

There was a rumor that The Orville was internally renewed before the merger...but no announcement yet. I betcha 20CFTV is doing everything to ensure Seth’s show is going to be on FOX or Hulu. And the fact that it isn’t announced yet, makes me feel like Hulu is picking it up. But only if Seth...

Earlier this week one of the trades reported some of the companies chasing JJ, Disney wasn’t mentioned. Disney is normally super quiet about this stuff, so they could still be in it. Or they have decided that his output isn’t worth the deal he wanted. I am assuming he wanted a level of green...

So either Marketwatch got bad or premature information or Disney/Comcast/Hulu started to notify reporters and issue a press release and pulled it back when it realized that the China news would drown out any bounce they would get today. Maybe we will hear more about this next week.

Wow. Marketwatch doesn't normally announce fake news. I'm surprised it happened that quickly. I guess they must have been working on this for months. No confirmation on any other site yet...super weird. But the China headlines today are sucking up a lot of oxygen.

I think the 'Next Day rebroadcast' aspect of Hulu's business model will keep at least the Broadcast nets sharing their programming. They are able to get viewership data as well as a solid % of advertising revenue. As far as the back-catalog business, it still behooves AT&T, Comcast and Viacom...

It makes no sense for Disney to give up Fox Animation. It is a major revenue machine for the TV division. Disney wants Hulu to monetize things like Fox Animation. But I agree on the concept, Comcast wants to make transformative purchases. Minority ownership of Hulu is a distraction.

I’m assuming that Disney is pleased with what they’ve seen of Spies in Disguise and Nimona, otherwise I suspect they would have already announced a Blue Sky closure, similar to the Fox2000 closure. I agree I don’t think Blue Sky would go up for sale. I think their catalog is worth more than a...

Iger implied all scenarios are possible, 70/30, 67/33 and 100/0. It was a strangely open Iger. The last time he was like that he triggered the first ESPN sell off.

I haven’t seen anything about assumed debt in any releases today. Which does make this look like a pretty good deal for Sinclair.

Agreed. Wouldn’t be surprised if JJ gets a label...like Touchstone as a release outlet for Bad Robot and a limited green light authority. Which is very non-Disney to do. I think locking down Seth is crazy important as well. If Fox cancels and Hulu picks up The Orville, I think we know what is...

I agree. I thought the Hearst deal was done.