• Welcome to the WDWMAGIC.COM Forums!
    Please take a look around, and feel free to sign up and join the community.You can use your Twitter or Facebook account to sign up, or register directly.

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

Quinnmac000

Well-Known Member
All good points.... Even if Comcast doesn't invest in 5G, they will have to respond to it as a competition and increase the speed of their wired lines. 5G will eat into their revenue, one way or another.

Also the Comcast NBCU streaming service is free everywhere with advertisement.... Its going to be like over the air tv for NBCU content like using the old rabbit ears. Nothing special and free as long as you like to feed their advertising revenue stream (8 commercials every 10 minutes).

Bottom line to me..... Comcast will be struggling on multiple fronts to pay for their ambitions..... I am thinking Disney will have the upper hand, and at the minimum, Comcast position in Hulu will shrink, in the short term and eventually be sold to Disney. Again, just my opinion.
More like 300 seconds of commercials every hour. As to the format of how it will be done is currently unknown. I've heard they may sandwiched before and after, I've heard they would do ads during, I have heard maybe doing ads at the end before the next episodes of a show plays. So that will be interesting to find out.

But I do Comcast will pull out of Hulu, I just don't think anytime in the next 3-5 years.
 

seascape

Well-Known Member
Advertisement
All good points.... Even if Comcast doesn't invest in 5G, they will have to respond to it as a competition and increase the speed of their wired lines. 5G will eat into their revenue, one way or another.

Also the Comcast NBCU streaming service is free everywhere with advertisement.... Its going to be like over the air tv for NBCU content like using the old rabbit ears. Nothing special and free as long as you like to feed their advertising revenue stream (8 commercials every 10 minutes).

Bottom line to me..... Comcast will be struggling on multiple fronts to pay for their ambitions..... I am thinking Disney will have the upper hand, and at the minimum, Comcast position in Hulu will shrink, in the short term and eventually be sold to Disney. Again, just my opinion.
I agree with you that Comcast has major expenses coming soon due to wireless competition. AT&T and Verizon will have major pushes into wireless 5G internet. They will have an easier time signing up customers with multiple homes because those consumers can take a small device between their homes and only have to pay for one service.

Overall because of streaming and the decisions Disney has made they are in much better position for their movies, television and themepark business than Comcast. Disney owns the movie box office, their streaming service Disney Plus will easily be number 2 behind Netflix but when included with Hotstar will blow Netflix away. Then with their themeparks continuing growth and Comcast having to spend more on internet service while losing video customers the money will have to come from their parks.

One thing to keep in mind is that Comcast has slightly less than 25 million customers in the US and Sky has about the same in Europe. Hulu currently only has about 10% of that for Hulu with live TV but about the same amount of customers for their standalone service. With proper marketing Hulu with live TV, combined with Disney plus should exceed Comcast's customer base in the US. Europe will be harder to catch Sky but the overall share Disney gets will be large. In Asia and Central and South America Disney/Fox/Star will continue as number 1. Hotstar in India alone has 75 million subscribers.
 

AnotherDayAnotherDollar

Well-Known Member
@bartholomr4

Seems like you're onto something when you say that if investments aren't made they forfeit a percentage of their equity.

https://www.nytimes.com/2019/04/16/business/media/netflixs-main-rival-is-hulu.html

When Time Warner bought a 10 percent stake in Hulu in August 2016, it paid $583 million, implying a valuation of $5.8 billion. Nearly two years later, Disney’s advisers pegged Hulu at a $9.3 billion valuation. This month, after AT&T sold its 9.5 percent stake for $1.43 billion, the valuation shot up to $15 billion. (Note: AT&T forfeited 0.5 percent of its stake when it didn’t make continued investments into Hulu. That small portion went back to Hulu.) That means Hulu’s valuation jumped by 2.6 times in two and a half years.
 

Quinnmac000

Well-Known Member

Rodan75

Well-Known Member
This seems a little suspect. I don’t believe Disney would make a purchase in the gaming space for at least another year.

I suspect Iger feels burned by his previous attempts to increase their gaming revenue. Although I suspect Disney will buy a publisher at some point, but only if that purchase brings in a leader who has vision. A Lassiter or Feige type person to avoid the previous missteps.
 
Top Bottom