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We also never hear Disney talking about anything until they do. We didn't (or at least I didn't) hear anything about Brightline train stop on Disney Springs until it was announced. I'm sure there's been talking about not only those, but all of the Marvel movies/tv shows they don't have the...

If they were to add an "Adult" section on Disney+ then Hulu becomes a lot less desirable IMO. They have already mentioned they are not going to expand it internationally anymore and will be going with the Starz brand instead. I think the long term vision is either to merge Hulu and Disney+...

I haven't been paying much attention to what's coming and whatnot until recently. I have read some sites talking about Spider-man movies, including non MCU ones like Venom, would be coming to Disney+. Any truth to that or is it all hearsay?

Disney 2020 shares outstanding were 1.808B, a 8.52% increase from 2019. https://www.macrotrends.net/stocks/charts/DIS/disney/shares-outstanding Don't know who that investor is, but 222,260 out of 1,808,000,000 outstanding shares is a negligible amount and not even worth mentioning.

That wasn't really Loeb.

Yes, of course! Mainly because Loeb was really successful in his two attempts to make Sony split up the company into pieces.

Broadway rights:

He will likely play a teenage Wiccan or Speed. I wouldn't be surprised to see Aaron Taylor Johnson reprise the role in the show though with Wanda bringing him back. It would actually be kinda weird if she didn't. As far as keeping things secret. Baby Yoda was a secret forever and look how that...

Dan Loeb reminds me of Mac from Sunny. The best Marvel fans can hope for is the rumor that I saw the other day that a conglomerate of Apple, Netflix, CBSViacom and Disney are trying to buy SPE where the assets would be split according to each buyer's best interest and Disney would pay a lot...

https://variety.com/2020/tv/news/disney-plus-subscribers-25-30-million-earnings-1203487377/ Expectation for Disney+ subscribers to be in the 25 to 30 million range.

Just keep in mind the source (Jeremy Conrad, manabyte on twitter) is not reliable and has been wrong multiple times. Of course, to be fair, he also been right a few times as well. So 50/50.

I don't mean to sound like a jerk, but I don't know where you guys come up with some of these hypotheticals. They will simply never happen. Objectively speaking Disney is not selling LFL for less than IDK 100B or whatever astronomical number your mind can come up with that no one in their right...

Objectively speaking, do you think Disney is desperate at all? I just don't see your scenario playing out in any way shape or form. This is just two random people chatting. Nothing to see here. I remember a lot of us speculating about that. Very surprising they didn't do it then (along with...

Why would Disney agree to another studio dictating when they should produce a movie? There's nothing in it for Disney in this scenario. And it's also a bad one for Sony too as they can't make money off different characters like Venom and spin offs like Spiderverse.

Not sure others would care for this, but I think you would. FY2020 is also the first year on a put/call where the NHL can sell their 10% equity on Bamtech to Disney for 300MM or Disney can buy it for 500MM.

I would actually ask what's in it for Sony under that theoretical scenario. Sony giving up production rights and retaining distribution rights in perpetuity (a la Universal and Hulk) would mean they are giving up something they have now in exchange for a little better deal on the distribution...

This merger is not getting undone. Simply not happening no matter what happens here. Brazil went from an extreme left government to a right one. 4 seats on the board are now empty with 3 new members proposed by the new President already in the process of being voted on by the Senate early next...

Highly unlikely.

Interesting. Best case scenario for Disney is if they are able to keep the asset, especially as they launch ESPN+ there over the next year or so.

Most interesting telltale sign to me is that they have a "Spider verse" collection on Disney+. I think Disney wants to have the whole IP outright it's just a matter of agreeing on a number. However, I agree with @seascape that acquisition of Miramax to boost Hulu's library would be better (and...