Hulu is a partnership between Disney and NBC. So it cannot be combined with Disney+ without agreement from NBCUniversal.
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Analysis: could Disney spin off ESPN and ABC?
- Thread starter Ccook55
- Start date
Revenues are good, but like a lot of streaming, it's losing money because of high expenses. The bad news apparently spooked Disney investors, leading the stock to lose half of its value in the last six months, from a high of $160 to a 52 week low of $84.
Disney is far from alone, and the media sector is far from alone, in sinking. Macroeconomic headwinds don’t do them any favors. Fears of a recession will do that, I guess. Not a great situation when the streaming services haven’t got the cost/revenue equation in a solid place.
Disney purposely under-priced their service to gain subscribers quickly against several longer-established competitors (i.e. Netflix and Amazon). It's strategic, and the strategy worked to gain a large mass of subscribers.
Losing a billion dollars in the first full year the service existed is not a reason for the stockholders to worry. Managing revenues and expenses in 2023 and 2024 to create profitability would be the goal -- but we can't know how that effort will go yet.
Disney owns 80% of Hulu? Why would NBC want any part of it as they try to grow Peacock.
NBC/Comcast has publicly stated they would love to buy out ABC’s share of Hulu and own it 100%. More realistically ABC/Disney was (maybe still is) hoping to buy out NBC’s share and own 100% of Hulu. This is from Wikipedia: “In September 2022, Chapek indicated that Disney is considering merging Hulu into Disney+ because the model had been successful outside the United States without any content friction.[56] To accelerate the plan, he said that Disney would love to buy out Comcast's 33.3% stake in Hulu earlier than their previously agreed 2024 timeline. However, Comcast had not offered reasonable terms for an early buyout[57] and had instead expressed interest in buying Hulu themselves if it were for sale.[56]”
Hulu is much more successful than Peacock, in terms of subscribers. IMO the move for NBCUniversal would be to buy majority control of Hulu, and close down Peacock.
Who has more content on Hulu. I thought it was all the Fox programming when they were a part of it.
JeeperOne
Banned
IF that happens (Which is HIGHLY unlikely to say THE LEAST), ABC had better relaunch its own sports division then
JeeperOne
Banned
The problem with Disney+ is it's too deeply rooted in the past of its parent company. This is why virtually EVERY streaming service (Except Peacock. which has its own problems with propietary Xfinity Flex hindering its growth) is DESTROYING Disney+
ESPN+ has rights things like the UFC & College sports (Most notably the smaller schools, conferences & sports being SOLELY ON ESPN+). video simulcast rights to ESPN Radio shows & podcasts. ABC News has its free streaming channel ABC News Live which rebroadcasts ABC News shows & (Like NBC News Now & CBS News) streams original ABC News newscasts & other exclusive shows & content
Disney doesn't have this luxury. Neither does ABC with its entertainment programming. This is where Hulu comes in. Hulu isn't owned by Disney & isn't hamstrung by Disneu's rules of producing "Wholesome" programming. It also doesn't have a news department (Though some ABC News content is also seen on Hulu) nor does it have a sports department (Though I'm sure you can find the Rocky & Bad News Bears titles on Hulu if you look hard enough
). As such, Hulu has FAR more flexibility with what IT can do than EITHER Disney OR ABC do (In fact, doesn't Hulu ALSO have a deal with Fox' cable sibling FX Networks too?? I seemingly recall that. Hmm....)Another analyst supports this idea:
www.insideradio.com
Not sure I agree with the concept that all IP has to be going in the same direction. That's not what Apple, Alphabet, and Amazon are doing. The trillion dollar companies are more about diversification.
Media Analyst Says Rumored Disney Spinoff Of ESPN ‘Makes Sense And Would Add Value.’
Rumors that Disney might offload its sports network, which includes ESPN Radio, have heated up. Now the prospect of Disney selling or spinning off ESPN is getting a thumbs-up from
Not sure I agree with the concept that all IP has to be going in the same direction. That's not what Apple, Alphabet, and Amazon are doing. The trillion dollar companies are more about diversification.
Note Disney is in talks of selling Hulu but that it is speculation for now.
That's literally saying the quiet part out loud on national television.
Disney cutting ownership ties with Hulu is a significant admission that the company went in way too much on subscription streaming at the expense of their linear properties. When is the last time you saw a promo for an ABC primetime show that didn't end with "...and stream it next day on Hulu"?
I think he wants to see what it's worth on the open market. You never go into a negotiation with the other side thinking you want it at all costs. He doesn't want to overpay.
Honestly, I think Comcast wants the 2/3 Disney stake in Hulu way more than Disney wants the 1/3 Comcast stake, by an order of magnitude.
Plus they could probably afford it. But Disney likes to own things. So there may be more shoes dropping.
...except TV stations. They haven't bought a single TV station since buying the network in 1996 and sold off two of their smallest (WTVG and WJRT). ABC as a network is, for all intents and purposes, an afterthought whose largest stations are successful in spite of their stewardship.
The bitter irony as Bob Iger started as a weatherman in the old CapCities/ABC chain.
I'm hearing that if anything gets sold in the next two years, it's the TV stations. If they can find a good buyer.
Well, I wish them good luck in that endeavor. The only buyers out there are private equity vultures like Apollo Global Management and Standard General, and those two groups totally failed to get their hands on Tegna.
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