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

S

seascape

Well-Known Member
Disneyhead'71 said:
Disney fans obsession with Universal giving up the Marvel theme park rights is...amusing.

Not going to happen.
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I understand your point but what I find even crazier are the Universal fans who think Disney would pay a billion dollars for the Marvel rights for Orlando. That is absolutely insane. I have consistently said Comcast will eventually give up the rights in Orlando because they are not worth the cost of the royalties and upgrade costs.

Think of it this way, WDW will in the not too distant future have several times the number of Marvel rides and attractions than Universal has in their only park, IOA that can have any Marvel rides and or attractions. Plus after Universals major expansion who will be visiting them because of Marvel? Right now they go for HP and beginning in 2023 they will go for Nintendo.
 
Disneyhead'71

Disneyhead'71

Well-Known Member
seascape said:
I understand your point but what I find even crazier are the Universal fans who think Disney would pay a billion dollars for the Marvel rights for Orlando. That is absolutely insane. I have consistently said Comcast will eventually give up the rights in Orlando because they are not worth the cost of the royalties and upgrade costs.

Think of it this way, WDW will in the not too distant future have several times the number of Marvel rides and attractions than Universal has in their only park, IOA that can have any Marvel rides and or attractions. Plus after Universals major expansion who will be visiting them because of Marvel? Right now they go for HP and beginning in 2023 they will go for Nintendo.
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GOTG and...?

And judging from what is happening this weekend at the cinemas around the world, MARVEL seems to still be a very profitable group of IPs. So I don't see Universal just giving up the rights for a bag of chips.

But what I was mainly referring too is things like...

"Universal got the Nintendo rights, that means Universal will give MARVEL back to Disney!"

"Comcast is going to sell Disney their 1/3 stake in HULU, that means Universal will give up their MARVEL theme park rights."
 
A

AnotherDayAnotherDollar

Well-Known Member
seascape said:
I understand your point but what I find even crazier are the Universal fans who think Disney would pay a billion dollars for the Marvel rights for Orlando. That is absolutely insane. I have consistently said Comcast will eventually give up the rights in Orlando because they are not worth the cost of the royalties and upgrade costs.

Think of it this way, WDW will in the not too distant future have several times the number of Marvel rides and attractions than Universal has in their only park, IOA that can have any Marvel rides and or attractions. Plus after Universals major expansion who will be visiting them because of Marvel? Right now they go for HP and beginning in 2023 they will go for Nintendo.
Click to expand...

To be fair you also said the SM movie rights are worth like 5B which is insane.

Disneyhead'71 said:
GOTG and...?

And judging from what is happening this weekend at the cinemas around the world, MARVEL seems to still be a very profitable group of IPs. So I don't see Universal just giving up the rights for a bag of chips.

But what I was mainly referring too is things like...

"Universal got the Nintendo rights, that means Universal will give MARVEL back to Disney!"

"Comcast is going to sell Disney their 1/3 stake in HULU, that means Universal will give up their MARVEL theme park rights."
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Eternals and Shang Chi as far as Marvel characters they can use at WDW.

Marvel is a very valuable IP, but Universal can't use what makes it really valuable, the MCU. They use comic characters.

Btw I never said that Disney buying Comcast's stake in Hulu means they are giving up the Marvel rights. I said it's an opportunity for Disney to get any of the rights universal owns and licenses from Marvel and to amend those contracts. And it is. Will it happen? I have no clue. I'm not in the strategy, M&A, or executive team. The most important thing is money, if that is not right then nothing happens really.
 
S

seascape

Well-Known Member
AnotherDayAnotherDollar said:
To be fair you also said the SM movie rights are worth like 5B which is insane.



Eternals and Shang Chi as far as Marvel characters they can use at WDW.

Marvel is a very valuable IP, but Universal can't use what makes it really valuable, the MCU. They use comic characters.

Btw I never said that Disney buying Comcast's stake in Hulu means they are giving up the Marvel rights. I said it's an opportunity for Disney to get any of the rights universal owns and licenses from Marvel and to amend those contracts. And it is. Will it happen? I have no clue. I'm not in the strategy, M&A, or executive team. The most important thing is money, if that is not right then nothing happens really.
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I would buy Spiderman for 5 billion. I was also including the past movies in the ownership and the entire family. Sont showed how valuable they are based on their Spiderverce animation. However that is far more valuable than a few rides at one themepark. No matter how good Spiderman is, the Hulk is just a rollercoaster and not worth that much.
 
A

AnotherDayAnotherDollar

Well-Known Member
seascape said:
I would buy Spiderman for 5 billion. I was also including the past movies in the ownership and the entire family. Sont showed how valuable they are based on their Spiderverce animation. However that is far more valuable than a few rides at one themepark. No matter how good Spiderman is, the Hulk is just a rollercoaster and not worth that much.
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That's an insane valuation. I could go into details as to why, but i think MrPenguin already did.

No Marvel licensee holds anything that's worth billions. The only one that did was Fox because they owned movie rights, tv veto rights, and some merchandise rights to Fantastic Four, Deadpool, and X-Men.
 
Ismael Flores

Ismael Flores

Well-Known Member
seascape said:
Yes, Hulu will not be profitable until 2024 based on staying solely in the US. If they expand internationally that estimate is wrong. Losses will be higher for the initial expansion but total profitability will be sooner and greater. Hulu is for more adult programming while Disney plus is for everyone.
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True, I just don't see international expansion before 2024, if they stay the course then their estimate would stick. At that point a large international roll out will need a huge investment pushing the profitability deadline out the door and later in the 20's
 
A

AnotherDayAnotherDollar

Well-Known Member
Twilight_Roxas said:
Remember Disney got Oswald back from Universal.
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That's also pre Comcast ownership.

Regarding Hulk distro rights, my opinion post Avengers Endgame (spoilers regarding the movie)

If those rights were worth little to Disney before then they are worth even less now. Hulk's arc is done. The character is not going to show up anywhere for a long while IMO except maybe random cameos. She Hulk is not needed as they showed A Force forming and it already looks sweet.
 
bartholomr4

bartholomr4

Well-Known Member
finance.yahoo.com

Hulu achieves rapid growth, hits 26.8 million paid subscribers

In a presentation to advertisers ahead of a new programming season, the streaming service also said it will launch two new TV series based on Disney's Marvel characters Ghost Rider and Helstrom. The new paid customer figure implies the digital video service controlled by Walt Disney Co and...
finance.yahoo.com finance.yahoo.com

Hulu growth in the first quarter
 
Rteetz

Rteetz

Well-Known Member
S

seascape

Well-Known Member
Rodan75 said:
variety.com

Disney Nears $10 Billion Sale of Fox Sports Networks to Sinclair

Disney has reached a deal to sell 21 Fox regional sports networks to Sinclair for about $10 billion, according to the Wall Street Journal.
variety.com variety.com

This is definitely disappointing. But at least they will be able to close the chapter and move on.
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I agree it's disappointing. I am glad we can move on now but wish they had been spun off instead.

Now it's time to use that money to buy Comcast's Hulu share and payoff some debt.
 
Rodan75

Rodan75

Well-Known Member
seascape said:
I agree it's disappointing. I am glad we can move on now but wish they had been spun off instead.

Now it's time to use that money to buy Comcast's Hulu share and payoff some debt.
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They also need to pay for all these Creator deals they’ve closed. Overall they have been pretty damn successful in keeping/getting talent deals.

Although they do have some big ones still outstanding.
 
A

AnotherDayAnotherDollar

Well-Known Member

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