News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

[Tha Realest]

There are other players with big slices of the sports industry…

What does Warner even have? Not much

This is a very odd move. I think WBD has an NBA deal, but even ESPN likely has a larger one. Disney has to be bringing like 90% of the valuable assets to the table here (NFL, College Football). Fox sold most of their regional stuff to Sinclair, so really not sure what they bring. I really don’t get the 1/3 ownership given that huge imbalance.

Put another way…

 

[Sirwalterraleigh]

This is a very odd move. I think WBD has an NBA deal, but even ESPN likely has a larger one. Disney has to be bringing like 90% of the valuable assets to the table here (NFL, College Football). Fox sold most of their regional stuff to Sinclair, so really not sure what they bring. I really don’t get the 1/3 ownership given that huge imbalance.

Put another way…View attachment 767164

Fox sports still has some nice pieces…

But Warner? I can’t even find any value

This is Disney “heavy”

 

[Jrb1979]

Fox sports still has some nice pieces…

But Warner? I can’t even find any value

This is Disney “heavy”

This is from the article posted earlier.

By subscribing to this focused, all-in-one premier sports service, fans would have access to the linear sports networks including ESPN, ESPN2, ESPNU, SECN, ACCN, ESPNEWS, ABC, FOX, FS1, FS2, BTN, TNT, TBS, truTV, as well as ESPN+.

While Disney will have ESPN. Warner brings MLB, more NHL games as well as some NCAA basketball.

 

[flynnibus]

This is what should be happening with all streaming. They should combine into 2-3 and license out their content.

You mean like... they did with cable providers.. and everyone turned off of that model when the content producers wanted to leverage how the content distributors presented their content??

 

[TalkingHead]

This is a very odd move. I think WBD has an NBA deal, but even ESPN likely has a larger one. Disney has to be bringing like 90% of the valuable assets to the table here (NFL, College Football). Fox sold most of their regional stuff to Sinclair, so really not sure what they bring. I really don’t get the 1/3 ownership given that huge imbalance.

Put another way…View attachment 767164

Doesn’t Fox have the Big 10 college football contract? Since it and ESPN’s SEC are the two main conferences left in the sport, this will consolidate all the major lucrative college football games in one place.

 

[flynnibus]

These are the 'partners' Iger must've been talking about.

These three companies know that separately, Apple and Amazon will out bid them for sports rights. But together, they'll be able to hold their own.

I see it as a move to try to get critical mass... and potentially give these guys a clear 'streaming story'. But I think it has so many intrinsic problems when you bundle everyone together.

I mean, it's basically the same cable problem everyone was running from. To get X... the producer is going to force you also take on W,Y, and Z too. And you don't get to selectively pay for X... because they are a bundle so you gotta float the costs of everyone... even if you only wanted X.

I mean, when one of these guys bids big money to win NBA coverage... and I don't get a @$^% about the NBA... I'm effectively still paying for it because my sports 'bundle' provider is paying for it.

 

[JoeCamel]

I see it as a move to try to get critical mass... and potentially give these guys a clear 'streaming story'. But I think it has so many intrinsic problems when you bundle everyone together.

I mean, it's basically the same cable problem everyone was running from. To get X... the producer is going to force you also take on W,Y, and Z too. And you don't get to selectively pay for X... because they are a bundle so you gotta float the costs of everyone... even if you only wanted X.

I mean, when one of these guys bids big money to win NBA coverage... and I don't get a @$^% about the NBA... I'm effectively still paying for it because my sports 'bundle' provider is paying for it.

And it gets more expensive every time a contract is negotiated. Sports operations are out of control

 

[Trauma]

‘Twas the night before earnings and Iger has a new distraction…

 

[el_super]

What an embarrassing disaster this company has become.

They will be fine.

And it gets more expensive every time a contract is negotiated. Sports operations are out of control.

Doesn't this sort of work both ways tho? By combining efforts won't they have more leverage to negotiate with the leagues for content? Eventually the leagues are either going to go on their own (DTC) or accept less for licensing.

 

[JoeCamel]

They will be fine.



Doesn't this sort of work both ways tho? By combining efforts won't they have more leverage to negotiate with the leagues for content? Eventually the leagues are either going to go on their own (DTC) or accept less for licensing.

Nope, the marks will have to pay more

 

[pdude81]

Fox for local NFL could be a big driver. Paramount plus gets you local CBS games, but for Fox you always had to get Hulu Live, Sling, or some other overpriced crap just to watch the Giants lose every week. Or any other local NFC team.

There really wasn't a legal way to get regular Fox content that didn't cost as much as cable.

Interested to see if this becomes part of a future D+ bundle.

 

[Jrb1979]

Fox for local NFL could be a big driver. Paramount plus gets you local CBS games, but for Fox you always had to get Hulu Live, Sling, or some other overpriced crap just to watch the Giants lose every week. Or any other local NFC team.

There really wasn't a legal way to get regular Fox content that didn't cost as much as cable.

Interested to see if this becomes part of a future D+ bundle.

They already said it would be for a price.

 

[UNCgolf]

Doesn’t Fox have the Big 10 college football contract? Since it and ESPN’s SEC are the two main conferences left in the sport, this will consolidate all the major lucrative college football games in one place.

CBS has Big Ten games too, and will probably get the biggest game each week.

 

[pdude81]

They already said it would be for a price.

 

[Vegas Disney Fan]

And it gets more expensive every time a contract is negotiated. Sports operations are out of control

Sports are in a great bargaining position because they’re one of the last major drivers of viewers. Without sports I doubt I’d even have cable anymore and ESPN+ is the prime reason I have a Disney bundle rather than just basic D+. Sports are expensive but they also generate a lot of revenue.

 

[LSLS]

If the hope is really to sell this at $45 or $50, Disney doesn't care what the others bring, that's already giving them more money than stand alone espn does. I just have very little belief they will get close to enough people signing up for it.

 

[Indy_UK]

Im not a sports guy but it shows desperation from Iger to me to just get through the next earnings call and then not have to worry for another 3 months

 

[GhostHost1000]

Yep got it. He is to blame for the parks being packed. Maybe new leadership will lead to the parks being empty... just as every shareholder desires.

 

[Nubs70]

Yep got it. He is to blame for the parks being packed. Maybe new leadership will lead to the parks being empty... just as every shareholder desires.

As CEO of WDW, Bob should be congratulated

 

[JD80]

If the hope is really to sell this at $45 or $50, Disney doesn't care what the others bring, that's already giving them more money than stand alone espn does. I just have very little belief they will get close to enough people signing up for it.

If I can get live sports, that's cheaper than YoutubeTV at $70+ which all I use it for is sports.