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They also need to pay for all these Creator deals they’ve closed. Overall they have been pretty damn successful in keeping/getting talent deals. Although they do have some big ones still outstanding.

https://variety.com/2019/tv/news/disney-fox-rsns-sinclair-1203203930/amp/?__twitter_impression=true This is definitely disappointing. But at least they will be able to close the chapter and move on.

For movies, especially Disney and Universal movies, this gets exceptionally complicated quickly. Each film is considered its own business and all production and marketing expenses are grouped together to determine how profitable that business is. For Disney and Universal, however those...

I agree with much of what you say. But remember Comcast can veto any expansion plan, which means they aren’t on the hook for international expansion or original programming expansion if they don’t want to be. I do think this moment is the best possible moment for Comcast to sell...the Hulu...

Given how excited analysts have gotten over the ‘3-prong’ strategy, I doubt that Disney will abandon Disney+ as a platform at this point. But owning all of Hulu in order to speed up the international expansion will be huge. Hulu still needs a better originals content strategy, but having one...

I think that is a decent concern, and one I have to believe the Imagineer and Marketing thoughts had to think of. Rat was always coming after MMRR and it has always seemed like an inferior concept on a similar ride base as MMRR. I know we've heard no upgrades to Rat, but I wonder if the...

I'm sure Spider-Man and KH3 helped reinforce that Consol Games are a profitable and interesting business for them and the excitement over Fallen Order will help reinvigorate Disney's desire to own more in this space. Iger has stated that they aren't very good at publishing video games and are...

Lol. True.

Agreed. I also think that Disney should buy Square Enix or Ubisoft. Neither of which Iger would touch. Although it is a way for Chapek to prove himself.

This seems a little suspect. I don’t believe Disney would make a purchase in the gaming space for at least another year. I suspect Iger feels burned by his previous attempts to increase their gaming revenue. Although I suspect Disney will buy a publisher at some point, but only if that...

Do we know the order of operations here? Do they update the look of East and build the path to Guardians before they tear down West? Hit both at the same time. Or start on West? I can’t imagine them tackling the front entry and both sides of innoventions at the same time.

I suspect it will go like this. Disney pitches HULU international expansion starting in the EU. Comcast says no. It perks up EU regulatory because Comcast - Sky is blocking competition, because Disney promises local production of X dollars. Comcast backs down and sells.

I agree. AT&T has a driving need to sell and Disney has a driving need to buy. So I think that is a done deal. There is no incentive for Comcast to bid against Disney with AT&T. Comcast won't sell until they are competing in the space and are able to extract the highest possible price from...

Six Flags is a small snack for AT&T if they wanted. I would imagine that Disney and Comcast are showing it is better to own resorts rather than license the IP.

I think @seascape postulated that they could ‘spin off’ the sports networks instead of out right selling them. Which would give them a path to reabsorbing them again in the future. Honestly I think it is better to sell them and then use the proceeds to wage a war to get Streaming NFL Sunday...

That would be unlikely. They agreed to the spin off. While technically I believe it is possible, it would likely hurt them in the long run.

Honestly. I think they are better off with 2 including X-Men and doing mini series on D+ that tie to the movies. They need to be conscientious about burning out casual fans. The only reason they should buy spider-man rights from Sony is if they want to limit product in the marketplace. Sony...

At least for now. I suspect over time this will become 2 divisions vs 4. I suspect a bake off has begun.

So it looks like Fox Animation and Blue Sky survived the first cut. That is likely a good sign for them as a label and production entity.

He always has a certain saltiness to his delivery, but after the main scoop of a thread, it quickly disintegrated into attackers and counter attackers. Which made those threads hard to really read thru.