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News Disney and Fox come to terms -- announcement soon; huge IP acquisition
- Thread starter ohioguy
- Start date
bartholomr4
Well-Known Member
One additional negotiation to consider is the 10% of Hulu which AT&T / HBO Own. HBO and 21CF Signed a 10 year deal in 2012 which gives HBO similar rights to what Netflix has today with Disney Content. Disney will have to wait until 2022 to gain all access back to these films, but Deadpool 2 and other recent films, will likely end up on HBO instead of the Disney Streaming services in the short term.
Could Disney go to a cash strapped AT&T to see if HBO is interested in an early exit to the deal (the remaining portion of the contract gives 21CF about $600 Million between now and 2022), and a check for the 10% of Hulu which provides no real economic benefit to HBO. May be something to watch!
Could Disney go to a cash strapped AT&T to see if HBO is interested in an early exit to the deal (the remaining portion of the contract gives 21CF about $600 Million between now and 2022), and a check for the 10% of Hulu which provides no real economic benefit to HBO. May be something to watch!
As for the RSNs, Comcast would have the same problem Disney did. Comcast owns several sports networks and RSNs so they most likely would be blocked.
This is a likely outcome if AT&T is interested in selling their 10%. It also would remove the WB content from Hulu.. AT&T has expressed interest in changing HBO and adding more content and what better way than using content they make.
Rodan75
Well-Known Member
I suspect that WarnerMedia's stakes in both Hulu and the CW will be resolved sooner rather than later. AT&T has big plans for WarnerMedia that don't include broadcasting and being a minority owner in Hulu. Plus they could use some cash to pay off their own debt.
Rodan75
Well-Known Member
If you've read most of this thread, you would realize it isn't fanboi fantasy. The Marvel rights that Comcast has control of are a bargaining chip in a far larger corporate asset negotiation.
No one is saying Comcast will give them up, but that this is the best possible opportunity for those rights to go back to Disney in exchange for something that Comcast wants more than a Hulk Rollercoaster.
If it doesn't happen through these negotiations, you are right, it will likely never happen.
Don't forget that Disney just announced 3 'Super Hero Lands' and is planning on really integrating the Marvel heroes into the parks. So it is relatively top of mind in any negotiations for Disney.
AnotherDayAnotherDollar
Well-Known Member
This is the best chance Disney will have for a long time to get these rights (and the movie rights). If they win the Sky bid I agree, they won't. If Comcast wins the Sky bid and there's an asset swap (i.e. Sky for Hulu + cash), then the Marvel rights could be added to sweeten the pot.
Quinnmac000
Well-Known Member
Yep, they are working to create a streaming service with Universal.
TwilightZone
Well-Known Member
I'm just wondering if comcast will latch onto the simpsons rights. Marvel I see them keeping, simpsons though, I don't really know.
No. They will let it go once the contracts up.
TwilightZone
Well-Known Member
When's that?
Rodan75
Well-Known Member
I have to assume it is closer to the 20 year mark.
Rodan75
Well-Known Member
With Universal? That would be weird. They have enough content to go it alone.
Quinnmac000
Well-Known Member
They co-own fandango, Rotten Tomatoes, Flixster, and theme parks....it makes sense for them to do a streaming service as well.
So the money they just invested in Universal Holly
AT&T will not do a streaming partnership with anyone. They have said they want HBO to be more direct to consumer. Unless Comcast were willing to accept a weak minority position why would they ever agree to lock up their content? They can keep Hulu's 30% and most market analysts think Disney has a better chance of competing with Netfix than HBO. Comcast should go after Sony or Paramount and build their own streaming service. There will likely be 3 or 4 major streaming providers; Netflix, Disney, and 1 or 2 others. HBO has a chance so does CBS both of which are off to a good start but I think Comcast with either Sony or Paramount have a better chance. CBS has a problem with the Redstone's and that is why I think Comcast sho ui le go after Paramount, which would also give them themepark rights to Star Trek movies.
WRT: Marvel in Orlando. It doesn't have to be either-or. Just like there are two Potter Lands, there can be two Marvel Lands. Uni keeps what's there and gets access to the new MCU stuff. WDW adds a Marvel Land to DHS and continues to collect royalties from Uni. Win-win.
On the approval process, from what I hear the EU, India and China are still needed. An interesting problem I could see is China. They may demand a major expansion of Shanghai Dusney or even a second resort. The EU should be no problem. India should love Disney but if China were to get a second park Disney should put one in India too. After all India's population is also over 1.3 billion people and could easily support a Disneyland. In case you don't know a star India has 700 million viewer. And think about this, they could use Comcasts money to pay for both Resorts if they sell Sky to them.
Ismael Flores
Well-Known Member
I thought they were forbidden from talking with eachother while the bidding was still active. Meeting with eachother about possible deal swaps would in term hurt the bidding war and damaged the possible stock price. This is according to every report i have read.
reason for Edit: just noticed seascape replied with the answer to AnotherdayAnother Dollar
AnotherDayAnotherDollar
Well-Known Member
DL Chongqing and/or a 2nd park in DLS should come sooner rather than later.
The problem with India, as I understand, is price of land is ridiculous and the middle class is not there yet. The Indian government may demand a new DLR there in the next X years or so though.