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Disney/FOX Acquisition Thread

No, Universal isn't going to bargain for any deal with the House of Mouse ever. They're already a rich movie studio in the world, mainly thanks to the backing of Comcast willing to invest in NBCUniversal's assets. It's impossible for Comcast and Disney to come up with an agreement because they are bitter rivals in the theme park and film industry arenas. They both want to be powerful and rather not agree to something that would benefit one side over the other.

Sony, on the other hand, is struggling; they have no true good franchises for a long time aside from Spider-Man. Their latest Ghostbusters movie bombed badly in the BO and critics alike, along with other strings of other Sony movies. With the exception of Jumanji, most of Sony's films just plain suck.

"Ever" is such a tricky word....
Stay 'tooned: Disney gets 'Oswald' for Al Michaels

For about the billionth time in this thread, it's important to remember how theme parks are practically a rounding error when it comes to these mega corps. They provide cash flow, which matters... But they aren't in the limelight for either company.
 
"Ever" is such a tricky word....
Stay 'tooned: Disney gets 'Oswald' for Al Michaels

For about the billionth time in this thread, it's important to remember how theme parks are practically a rounding error when it comes to these mega corps. They provide cash flow, which matters... But they aren't in the limelight for either company.

I'm not talking about megadeals, I'm talking about compromise as someone here mentions. Universal and Disney aren't willing to give each other advantage no matter what due to being powerful in both arenas. It's also the reason why Universal refuse to share its IP for Disney parks, such as the Great Movie Ride, as well as the distribution rights to the solo Hulk movies.
 
"Ever" is such a tricky word....
Stay 'tooned: Disney gets 'Oswald' for Al Michaels

For about the billionth time in this thread, it's important to remember how theme parks are practically a rounding error when it comes to these mega corps. They provide cash flow, which matters... But they aren't in the limelight for either company.
I can remember earnings reports not too long ago that showed theme parks for Disney 35 to 40% of their overall profit came from.
 
It looks like the spoiler effect may help out Comcast....

Comcast said Wednesday that while no final decision has been made, the work to finance the offer is well advanced. The company also is preparing to begin talks with Fox shareholders as soon as this week, a person close to Comcast said.

Separately, activist investor and Fox shareholder Chris Hohn said he would back a Comcast bid over the current deal with Disney, the investor told Rupert Murdoch in a private letter Wednesday in which he urged the media mogul to engage with Comcast on a deal.

Mr. Hohn disclosed he owned a 7.4% stake in Fox, larger than previously known, and said he was unconcerned about regulatory risk from closing a Comcast-Fox deal, according to a copy of the letter reviewed by The Wall Street Journal. Fox didn’t immediately respond to a request for comment.

Contacted by phone, Mr. Hohn said the letter is meant to guarantee that Comcast is given a fair chance to bid against Disney for the Fox assets. He said his firm, TCI Fund Management,“is willing to fight to ensure there is a full and fair auction for Fox” and that “no obstacle should stand in the way.”

Comcast has been contemplating a renewed pursuit of Fox’s assets since the deal with Disney was announced in December at a lower price than Comcast had offered. For both Comcast and Disney, the pursuit of Fox is a gambit to better compete against Netflix Inc. and other global tech giants as the American pay-TV landscape comes under pressure.


Comcast Goes Public on Plan for Fox Bid to Challenge Disney - WSJ
 
No, Universal isn't going to bargain for any deal with the House of Mouse ever. They're already a rich movie studio in the world, mainly thanks to the backing of Comcast willing to invest in NBCUniversal's assets. It's impossible for Comcast and Disney to come up with an agreement because they are bitter rivals in the theme park and film industry arenas. They both want to be powerful and rather not agree to something that would benefit one side over the other.

Sony, on the other hand, is struggling; they have no true good franchises for a long time aside from Spider-Man. Their latest Ghostbusters movie bombed badly in the BO and critics alike, along with other strings of other Sony movies. With the exception of Jumanji, most of Sony's films just plain suck.
Sony just had one of their best years ever. Jumanji and Spider-Man brought in big profits, and Baby Driver, Peter Rabbit, and The Emoji Movie were all very profitable. Their slate this year is looking strong too, especially if Venom breaks out big time.
 
I'd never say "never" to a swap occurring between NBCU and Disney in the future...

But, it's a longshot for sure. Comcast ownership of NBCU has made the relationship between the two much more antagonistic, especially as Comcast has strongly emphasized theme parks and animation (2 of Disney's greatest strengths).

And after this Fox tangle, the level of competition between the two will only increase.
 
Speaking of media values, Orlando Weekly is reporting that Netflix is now officially worth more than Disney.

Netflix is officially worth more than Disney | Blogs

Don't read too much into it...Netflix is currently overvalued with Disney properly valued and Comcast per a lot of analysts being undervalued. Its just a bubble currently due to the fact they are bringing in subscribers and being tracked a tech company not a entertainment. That bubble will pop just like Bitcoin and people who didn't sell at the high will feel salty especially when Comcast and Disney start pulling their stuff off.
 
No, Universal isn't going to bargain for any deal with the House of Mouse ever. They're already a rich movie studio in the world, mainly thanks to the backing of Comcast willing to invest in NBCUniversal's assets. It's impossible for Comcast and Disney to come up with an agreement because they are bitter rivals in the theme park and film industry arenas. They both want to be powerful and rather not agree to something that would benefit one side over the other.

Sony, on the other hand, is struggling; they have no true good franchises for a long time aside from Spider-Man. Their latest Ghostbusters movie bombed badly in the BO and critics alike, along with other strings of other Sony movies. With the exception of Jumanji, most of Sony's films just plain suck.

Just because Disney and Universal are rivals, it doesn't mean that they can't make deals that will benefit both of them.

Also, what's good for Universal is good for Orlando which is good for Disney and vice versa.
 
With Potential Comcast Offer Looming, Fox Sets Date to Vote on Disney Deal - WSJ

Dates set:
June 12 is AT&T-TW lawsuit decision date

June 13 is Britain decision on Fox's bid for remaining 61% of Sky

June 15 is EU decision on Comcast's bid for Sky

July 10 is Fox merger vote date on Disney's bid for Fox assets


Basically, we should expect a Comcast bid for Fox sometime shortly after June 15 assuming AT&T-TW is waved through.
 
Rupert Murdoch May Be Willing to Go With Comcast Bid for Fox Assets (Report) | Hollywood Reporter

"Walt Disney's deal to purchase most of the assets of 21st Century Fox for $52.4 billion is in more jeopardy than some may believe, a Wall Street analyst said Thursday, citing inside sources.

Richard Greenfield of BTIG said Rupert Murdoch, who controls Fox along with his sons, James and Lachlan, simply wants to do business with the highest bidder, which could be Comcast at about $60 billion."

Don't know who he is or how trustworthy or whatever but it does make it seem like this could go either way at this point.
 
Rupert Murdoch May Be Willing to Go With Comcast Bid for Fox Assets (Report) | Hollywood Reporter

"Walt Disney's deal to purchase most of the assets of 21st Century Fox for $52.4 billion is in more jeopardy than some may believe, a Wall Street analyst said Thursday, citing inside sources.

Richard Greenfield of BTIG said Rupert Murdoch, who controls Fox along with his sons, James and Lachlan, simply wants to do business with the highest bidder, which could be Comcast at about $60 billion."

Don't know who he is or how trustworthy or whatever but it does make it seem like this could go either way at this point.
He's an analyst that's been pretty spot on about media trends the past decade. He went bullish on Disney as they made their big content purchases, and then he went bullish on Netflix and bearish on Disney a couple years ago when cord cutting/shaving became a big deal.

Suffice it to say that the Disney brass doesn't like him.

Either way, the reality seems to be that if the AT&T-TimeWarner merger is allowed by the judge next week, Comcast will make a huge offer for the Fox assets that's an all-cash bid with no risk for Fox's shareholders.

After what's just happened with Solo, I think Rupert may be more willing to fully cash out...
 
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