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

bartholomr4

bartholomr4

Well-Known Member
Quinnmac000 said:
That's not a good assumption as they have seen been seen trying to acquire more companies over the past few months. If Comcast was actually worried about buying down their debt, they wouldn't be looking into acquiring Nexon Gaming Company or anything else.

Brian Roberts is bullish when it comes to things and willing to go into debt before them if he thinks it will bring the company wealth even if the stockholders don't think so. Which is in part why when Hulu goes international, they probably will put in the money for it.
Click to expand...

Of course that is possible..... We will see.... the other side of the coin then is Comcast is now funding Hulu expansion internationally at a benefit of Disney.... Will be interesting to see how it develops.... Something I definitely look at the end of each quarter....
 
Indy_UK

Indy_UK

Well-Known Member
Disney has a lot to gain internationally. With Hulu being limited to the US although with a heathy 23 million subscribers I believe its that what is holding the service back and the reason it's still making losses.

Comcast has bought SKY who are constantly putting prices up and driving people away to cord cut in the UK so what they've really purchased is already on the decline.

Where I do think Disney may struggle is how they market their services. Disney+ on its own I think will do really well and get the numbers they are looking for.

It's Hulu where I dont know will have the pull for people to add another subscription. Netflix is big in the U.K. but other services not so much. The Fox content is likely to be the key to this I think.

Again, I'm talking from a UK perspective but SKYs movie deal with Disney ends in 2020. With the Fox acquisition, those channels and content will sure to be up for discussion soon too.

Disney could be very brave and strip all their content from SKY. It would be like amputating a leg from SKY because of the amount of content from Disney/Fox they rely on. That's what I want them to do but I can see Comcast throwing enough money to keep the stuff on the platform. SKY paid £1 billion a couple of years ago just to keep the Discovery channels on the platform.

If Disney are brave enough though and making all that content exclusive to the 2 streaming services, it would be a massive payoff in getting the needed subscribers.

I hope long term that Disney also persue to get the ESPN rights in the U.K. Away from BT and then maybe launch ESPN+ here too
 
R

Ripken10

Well-Known Member
The Moles Family said:
That's what I want them to do but I can see Comcast throwing enough money to keep the stuff on the platform. SKY paid £1 billion a couple of years ago just to keep the Discovery channels on the platform.
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IF Comcast were to "throw money to keep it" that would also benefit Disney as that means Comcast would overpay for the content, in essence giving Disney revenue stream without the work (possibly being a source of funding for their streaming original content). That of course makes a key assumption. I am sure Disney has a number in mind that they believe it is worth.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Ripken10 said:
IF Comcast were to "throw money to keep it" that would also benefit Disney as that means Comcast would overpay for the content, in essence giving Disney revenue stream without the work (possibly being a source of funding for their streaming original content). That of course makes a key assumption. I am sure Disney has a number in mind that they believe it is worth.
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And if Comcast stubbornly stays in the Hulu game, then they got to contractually provide their NBC content to the service making Hulu a better streaming service which mainly benefits Disney.
 
Indy_UK

Indy_UK

Well-Known Member
Either way it is a 'win' for Disney but they could go full on and descimate quite a bit of competition over here with stripping their content from virgin media, SKY and NowTV which is also owned by SKY.

Not sure if Disney could get in trouble when it comes to competition though
 
S

seascape

Well-Known Member
Darkprime said:
Maybe Disney works out a deal with Comcast where Comcast guarantees it doesn't throttle their streaming service on their network.
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Comcast has to worry about streaming competition. With 5G service coming soon, cable companies are about to face 3 real competitors, Verizon, AT&T and Sprint/TMobile. Disney is perfectly situated with Hulu, Disney+, ESPN+ and Hulu live TV. For people with more than one home this package is ideal. Take your 5G service with a Cellular Provider between your homes and watch the TV you want all at a lower price than you pay for one triple play package and cellular service. If your like me and pay for 2 triple play packages you will save even more.
 
bartholomr4

bartholomr4

Well-Known Member
seascape said:
Comcast has to worry about streaming competition. With 5G service coming soon, cable companies are about to face 3 real competitors, Verizon, AT&T and Sprint/TMobile. Disney is perfectly situated with Hulu, Disney+, ESPN+ and Hulu live TV. For people with more than one home this package is ideal. Take your 5G service with a Cellular Provider between your homes and watch the TV you want all at a lower price than you pay for one triple play package and cellular service. If your like me and pay for 2 triple play packages you will save even more.
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adage.com

Hulu puts a cap on ad loads

Hulu has removed more than half of commercial time from ad breaks.
adage.com adage.com

Hulu forces NBCU, Fox CBS and Turner to reduce the length of commercial breaks to a maximum of 90 seconds. Most had been using 240 to 180 seconds on the service.... Cuts the number of ads in half (plus associated revenue for the networks) Article above.....

One way to tighten the rope.......
 
Q

Quinnmac000

Well-Known Member
bartholomr4 said:
adage.com

Hulu puts a cap on ad loads

Hulu has removed more than half of commercial time from ad breaks.
adage.com adage.com

Hulu forces NBCU, Fox CBS and Turner to reduce the length of commercial breaks to a maximum of 90 seconds. Most had been using 240 to 180 seconds on the service.... Cuts the number of ads in half (plus associated revenue for the networks) Article above.....

One way to tighten the rope.......
Click to expand...

It also reduces their ad load and lowers the likelihood people will pay for fewer ads option. Additionally if you read the last sentence...they outpaced the demand and had to lower their costs for ads.
 
bartholomr4

bartholomr4

Well-Known Member
Quinnmac000 said:
It also reduces their ad load and lowers the likelihood people will pay for fewer ads option. Additionally if you read the last sentence...they outpaced the demand and had to lower their costs for ads.
Click to expand...

I think the last sentence was referring to the surplus in demand which occurred prior to the reduction in commercials they would allow.
 
Indy_UK

Indy_UK

Well-Known Member
At $8 a month, the ad version is a good deal.

If Comcast and Warner sell their % of Hulu and leave the platform, is there enough content even with the Fox deal to support the service? I'm not a fan of them or their content but I do think Disney needs these 3rd party deals too
 
Slpy3270

Slpy3270

Well-Known Member
Fox Networks Group Content Distribution head Prentiss Fraser, based in London, released. She's one of the first European casualties of the merger (we still have no clue on how things will churn fully out there).
variety.com

Fox Networks Group’s Prentiss Fraser Exits Following Disney-Fox Deal (EXCLUSIVE)

Prentiss Fraser, who headed up London-based Fox Networks Group Content Distribution, was laid off in the wake of the Disney-Fox deal.
variety.com variety.com

Insiders on Fox's TV businesses expect more activity to happen come May, following the TV upfronts. Otherwise it's business as usual. Interestingly, both FNG and Disney have offices in the same London neighborhood, so future consolidation of the offices to one building should be easier once that time comes (and it will, trust me).

Two other interesting footnotes in the article:
A source close to the situation told Variety that, post-merger, Disney is not looking to have any positions with global responsibilities to be based in London – hence Fraser’s exit.
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No points for guessing why (Hint: it starts with a "B" and ends with a "T").

Disney, through buying a raft of Fox assets, is also now a shareholder in the Endemol Shine Group, a major force in TV production and distribution. Having previously stalled, sales talks with Banijay are back under way. Neither FNGCD or Endemol will be at MipTV in Cannes, the first major international sales market of the year.
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As I've said before, Disney doesn't want to get into the reality TV production biz, hence the sale.

Darkprime said:
variety.com

Justice Department Warns Academy Over Potential Oscar Rule Changes Threatening Netflix (EXCLUSIVE)

The Antitrust Division warns that the proposed changes may be designed to shut out Netflix and other potential competitors.
variety.com variety.com
Click to expand...

And yet they were fine with letting this merger go through, so....
 

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