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Do you have a list of those movies?

Seems like even Year 1 will be missing a good amount of Marvel movies...

Based on that picture, it seems like Marvel doesn't have the streaming rights to the vast majority of their movies lol. We'll have to wait a bit.

Coco leaves Netflix 11/29/2019 and Incredibles 2 leaves Netflix 07/20/2020. They will probably be on Disney+ soon after. Toy Story 4 won't be Day 1 because it'll still be on their window (i.e. DVD/Blu Ray/VOD) before they put it on streaming. This implies launch date is either Oct or first...

I wonder if that includes Fox's content as well. We know they have a deal with HBO until 2022 IIRC.

Disney's Q1 2020 is Oct-Dec 2019.

They should redo Hulu's interface like Disney+'s. That looked pretty slick.

The World According to Jeff Goldblum. I'll pay $30 just for that.

I agree with this random CNBC analyst dude that they won't announce pricing today for strategic reasons, but most analyst expect Disney+ price to be between 5.99 and 7.99 by itself, so they could go aggressive and do something like: Disney+ and ESPN+ and Hulu (ads) = $15/month Disney+ and ESPN+...

I found the cure for insomnia.

On that very tweet thread the guy admits it's a fake: People need to stop quoting that. It's fake. We have the contracts from 2004 and 2011 that says the rights are transferable. It could have been changed in 2015, but there's no proof.

That's exactly what Loeb wants (and previously wanted). Estimates have SPE + SME to be worth about 45B. Sony is one of those companies where the sum of the parts is greater than the whole and Loeb is trying to convince Yoshida and the board of the same so TP can make billions...

Well Disney did have Mary Poppins and other family oriented programming playing next to Aliens saying "" in a film montage very recently :D

https://www.businessinsider.com/top-questions-for-disney-plus-ahead-of-disney-investor-day-ubs-2019-4 Will be interesting to see if they announce full acquisition on investor day, which is 04/11. I can't find the most recent 8K which values Hulu at 15B. That would be a 50% valuation from last...

I feel very confident they are getting AT&T's 10% equity before the end of the year. Maybe by mid year. However, I'm not sure Comcast is selling any time soon, but will eventually sell. At least that's the impression NBCU's president left us with from his interview a month or two back.

I guess technically money for assets is a trade, but other than that I didn't suggest any trade in the post you quoted. Not too long ago people were saying it was impossible for X-Men and Fantastic Four to ever go back to Marvel, but look at it now. I have seen no indication that the...

Disney needs to get Fox's horror movies up ASAP. Usually low budged with some big potential at the BO (and sometimes licensing). New Predator sucked and was too expensive comparatively, but the franchise can be salvaged IMO. Here are some random Horror movies from the past couple of years...

Movie #6 is almost certain to be the follow up to the soon to be billion dollar movie Captain Marvel. Close to 3 years after the first one, just like 2021 BP 2 is close to 3 years after the first one. Movie #8 is likely to be the conclusion of the Ant Man trilogy with Ant Man 3. Hot take, I...

If it was up to me I would create a Marvel Knights or Marvel MAX label for R rated affairs that take place in the MCU. Probably a subsidiary of Marvel Studios. The Marvel Studios logo and usual fanfare with Cap throwing his shield and whatnot would not play for these movies and it would have its...

I would think ATT has mid/long term plans to get in the theme park business by acquiring SeaWorld and/or SixFlags. It's a proven model and they have a ton of IP that would work well. A full Gotham, Metropolis land in the same breadth and scope as Pandora, SW, or Potterland would bring in the...