News Disney and Fox come to terms -- announcement soon; huge IP acquisition

[Indy_UK]

If Comcast gets SKY then fine buyback I hope Disney get a lot out of Comcast if they decide to sell them the other 39%. Think it’s been said before that Disney doesn’t want to be a minority shareholder, so will be interesting to see what they will try to get in exchange.

Maybe Igor was bluffing when he said about SKY ‘being the Jewel’ in the Fox purchase.

By the time they have sold off the 39% of SKY and the regional sports, have Disney actually got a good deal for the rest of the Fox Assets? While I don’t think getting the Star Wars and marvel rights back were a priority in this deal, I admire Disney for trying to get them back as a matter of respect of the Marvel and Lucasfilm brands

 

[Progress.City]

Everyone say it with me. Comcast isn’t giving up Marvel Theme park rights.

That’s a horrible thing to say!!! Lol

 

[bjlc57]

let me say this carefully.. in all negotiations.. a ton of deals are done.. by out side representation.. meaning the two primary people do not talk.. however. friends or colleagues speak.. off the record .. this is how numerous college coaches get hired.. so if you do not believe that Disney and or Comcast has had no negotiations including the Marvel characters in the park.. well then you don't know how business is done in this country.. and you are only fooling your self..

 

[larryz]

let me say this carefully.. in all negotiations.. a ton of deals are done.. by out side representation.. meaning the two primary people do not talk.. however. friends or colleagues speak.. off the record .. this is how numerous college coaches get hired.. so if you do not believe that Disney and or Comcast has had no negotiations including the Marvel characters in the park.. well then you don't know how business is done in this country.. and you are only fooling your self..

Ah, yes... one of the classics...

 

[mab7689]

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.

Out of curiosity why does it need approval in China?

 

[bartholomr4]

Out of curiosity why does it need approval in China?

Both companies have operations there . They are reviewed based on the "Concentration of Activities" law.

 

[mikejs78]

Funny you say Simpsons...which will also be owned by Disney. With this deal, two lands of USO will support properties owned b their competition.

And unlike the Marvel contract, the Simpson's one has an expiration date. That's another point of leverage Disney will have, as Universal has invested more in Simpson's than in Marvel...

 

[LAKid53]

 

[the.dreamfinder]

View attachment 297976

Talk about your cultural genocide!

 

[Sirwalterraleigh]

No reason to redo the universal marvel deal...363,522 different people try to be “ingenious” in mentioning it...and yet the same thing continues to hold true: they both make money off it and have have no real reason to alter that.

 

[doctornick]

No reason to redo the universal marvel deal...363,522 different people try to be “ingenious” in mentioning it...and yet the same thing continues to hold true: they both make money off it and have have no real reason to alter that.

Unless of course there is more money to be made. Especially in regards to the Hulk/Namor film distribution rights that are basically worthless to Uni since no movie is going to be made for them to distribute. So, if Comcast monetize those rights (like as part of a deal to get Sky), then Uni makes out by trading something worthless to them for something. And Disney/MCU can make out by being able to make and full control solo films featuring those characters.

I'm not saying it is going to happen, but it certainly a situation that could be "win-win".

 

[doctornick]

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.

If WDW ever gained additional Marvel access from Comcast, this would almost certainly be how it is framed. It would be difficult to envision a scenario where Uni would give up and have to spend considerable money to re-theme the existing land and attractions. The amount of money involved would be tremendous and of little benefit to either side.

Meanwhile, sharing the theme park rights is at least conceivable (albeit very very unlikely).

 

[Sirwalterraleigh]

Unless of course there is more money to be made. Especially in regards to the Hulk/Namor film distribution rights that are basically worthless to Uni since no movie is going to be made for them to distribute. So, if Comcast monetize those rights (like as part of a deal to get Sky), then Uni makes out by trading something worthless to them for something. And Disney/MCU can make out by being able to make and full control solo films featuring those characters.

I'm not saying it is going to happen, but it certainly a situation that could be "win-win".

Here’s where it isn’t a “win-win”

Disney gives up free (even if small) licensing fees...and gives up free (if small) residuals off Merch sales...

...in order to spend a billion or two on new construction and the longterm logistics costs (mostly employees) associated to draw a small percentage increase down the road to add to their 60 million or so gate clicks.

So they might start to turn a tangible profit off that move in what? 10 years? Maybe 15?

And 65 year old bob iger...with no successor (warned about 20 years ago with Eisner and now worse) and Wall Street in a stock bubble will be down with that, eh??

If you want the story...that’s the story.

 

[doctornick]

Here’s where it isn’t a “win-win”

Disney gives up free (even if small) licensing fees...and gives up free (if small) residuals off Merch sales...

...in order to spend a billion or two on new construction and the longterm logistics costs (mostly employees) associated to draw a small percentage increase down the road to add to their 60 million or so gate clicks.

So they might start to turn a tangible profit off that move in what? 10 years? Maybe 15?

And 65 year old bob iger...with no successor (warned about 20 years ago with Eisner and now worse) and Wall Street in a stock bubble will be down with that, eh??

If you want the story...that’s the story.

Where did I talk about theme park rights in the post you quoted?

 

[Sirwalterraleigh]

So let me get this one straight now: we’re gonna have 3 or 4 repetitive marvel lands 5 Miles apart with shared characters in Orlando???
How exactly does that make any sense for either? Enlighten me.

I will give points for originality...don’t think I’ve heard this one before...quite a doozy.

 

[Sirwalterraleigh]

Where did I talk about theme park rights in the post you quoted?

You’re right...my mistake. You’re talking film rights and that is different. There was lots of renewed “maybe they get the rights...” themepark chatter prior and I lumped you with it.

You did, however, mention “conceivable” on park rights in other posts and that is close to the lines of insanity.

 

[Sirwalterraleigh]

So now that disney has “won”...can they drop the ridiculous price so they don’t lose so much?

I mean...it’s gotta be asked...

 

[J. D.]

View attachment 297976

With just a *snap* Disney gets the Marvel rights back from Universal.

And who said it would never happen?

 

[LieutLaww]

If only it was that simple.

 

[seascape]

I know this is slightly off topic but it does show why Comcast is so hated. According to NJ.com Comcast is getting ready to drop the Big 10 network. They claim cost benefits but is it more likely payback to Fox for selecting Disney? The Big 10 network is one of the channels staying with new Fox and the Murdochs.