I know there is a lot of concern about competition/monopoly amongst the industry. Primarily the loss of one big studio. But here's my hot take:
Dis owns a large share of the market, but they do not produce even remotely the same amount of content per year. The release calendar is flooded, if Fox output is brought back somewhat we aren't even in the same ballpark as most other studios.
BV released 7 films as of this moment, Fox 11 this year. Fox Searchlight 11. WB is at 18, Sony/Columbia 23, Lionsgate 19... The only other major players close to the scarcity are Universal at 13 and Paramount at 11. Several of which also have their indie equivalent. If BV pairs down Fox output (which they surely will), are they really monopolizing the other studios?
The other area that this actually helps and the one everyone ignores when talking about the big studios, is a newer industry. Direct to viewer is pretty much monopolized by Netflix, Amazon is making inroads. Isn't it healthy for the industry if another company (Dis/Fox) can actually compete with Netflix?
That's what this move is about, not shrinking the competition of the movie industry, but growing the competition of the streaming industry. For others who keep comparing Dis to Kodak, isn't this exactly the opposite of Kodak? Bob isn't content just sitting on the top of the box office figuring the good times will role in perpetuity, he sees the train coming.