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Interesting the CBSViacom is out. Also interesting that Netflix, Apple, Amazon, and yes Hulu (Disney), Warner (ATT), and Universal (Comcast). Hulu in particular would be well served as Universal and Warner pull their content from there in the next 3-5 years. FX - and even Fox/Touchstone - alone...

I doubt RJ will direct another SW movie. I can see him directing something at Fox, either original or a reboot from a franchise like Die Hard or whatever. As Campea said having RJ as a director will take over all conversation regarding the product when the conversation should be on the product...

That's a good post. I don't think Avatar is irrelevant and I think Avatar 2 will surprise people at the BO. Reception for 3-5 will depend on the quality of 2, of course. Chapek's 2020 will see if he's in the run or not, but IMO the CEO's position is Mayer's to lose. If Disney+ does well in FY...

Iger just corrected himself. It's 5 million, not 1.7 million.

https://www.thewrap.com/disney-plus-kevin-mayer-dealmaker-bully/ This is a good read on Kevin Mayer. Dude sounds like a very driven person, but also not the most pleasant person to work for. He was a lineman in college, so he has that jock mentality. That all depends on the situation. New...

Any distribution acquisitions or IP reacquisitions is not in what Iger was saying. He's also saying he wouldn't pass up anything if the opportunity came along, but they are not looking at anything right now. Timing works with what I said before, not looking to buy anything until Iger is gone...

As mentioned Disney wants to give the consumer a la carte options. There's a couple of ways to fully integrate the apps and the more likely one is to use Hulu as the gateway where Disney+ and ESPN+ can be fully integrated. They should continue having Hulu as the gateway for more add ons (like...

My guess is edgier PG-13 movies will end up on Hulu (Live Free or Die Hard, for example). I do think they need to add another tile for Fox films. Disney is all about branding, they don't want to lose that brand. The logo and fanfare are iconic. They also need to redesign Hulu to be more in line...

I was just posting that. Makes me think they will be holding some of these back so they can have some titles coming in the next few months as there will be some weeks with no originals launching. I also wonder if it'll be under the "Disney" banner as there's no Fox banner on Disney+ right now.

Yes certainly. I think Mayer is probably the front runner. He spearheaded the deal with Verizon, was an integral part in getting the Hulu deal with Comcast, and one of the key pieces for the Fox acquisition. He also got promoted to head the whole division. IMO the only way he doesn't get it is...

Interesting article and one can only hope they are further down this path than we think. I also think - to keep with this topic - that Disney is not acquiring anything for at least 3-5 years. Distribution rights/amendment of contracts notwithstanding. Reasons for that are as follow: 1) Fox...

They will be putting Fox's X-Men and FF in the service. I feel very confident on that. I think they are breaking it down with "Marvel Cinematic Universe" and "Other Marvel work" or something like that. I remember seeing a screenshot from the Netherlands. Here's a loophole, modify the contract...

I am not sure acquiring distribution to previous library would open it to regulatory review. Why would it? It didn't require regulatory approval when they acquired Paramount's distribution rights. You may be right, but I don't see the need for regulatory approval for acquiring the distribution...

Pictures produces more than that in revenue. FY 18 had 987B Yen in sales and 55B in OI. FY 19 forecast has 1T yen in sales and 70B yen in OI. Divide that by roughly 100 and that's the numbers in USD. If you want to be specific then you have to see the FOREX trade during that time. However you...

I feel CBS All Access is going to fold. Don't they own the distribution rights to South Park and just licensed that out? Regardless they are licensing content instead of bringing them in house. They will either need to grow (i.e. acquire/merge with SPE, MGM, or Lionsgate) or they will die...

I'm still very confused on the lack of Blue Sky (and 99.9% of Fox) content not showing on Disney+ and/or Hulu. Some of it is tied up somewhere else, but I bet not the majority. Same question with Hollywood and Touchstone. Wish someone would ask them about it in the next call.

That's well said on monopoly. Disney has no reason to buy Sony. None, but this is a good summary on monopoly at the BO, that's not even including streaming and tablets that compete with it. 4-5B for SM movie and TV shows rights, even including distribution to previous movies, is a huge...

I agree Vue is not worth that much. It's been around for 4-5 years and only has 500K subscribers. Hulu with Live TV got to 1 million a bit over a year after launching. The rumor you heard was from wegotitcovered which is a very horrible website with a terrible track record. There's another rumor...

Interestingly enough Hulu could be a good entity to acquire Vue. They could use a boost in Live TV subscribers (Hulu is at 1MM while Vue is at 500,000). They could also integrate the tech in Hulu which will undoubtedly go through a major change. Finally they could add up a whole lot of debt to...

https://variety.com/2019/tv/news/banijay-endemol-shine-merger-deal-black-mirror-wife-swap-versailles-1203380509/ Seems like they are finalizing the sale of Endemol Shine Group. 2.2B price tag and offloading of 1.95B in tax. Disney owns half of Endemol Shine that it inherited from Fox.