Some notes from David Lieberman at Deadline New York about the Disney
earnings call:

http://www.deadline.com/2012/02/disney-misses-revenue-forecasts-for-fiscal-1q/

Disney is considering delaying rentals to Redbox and Netflix because direct
home-video DVD purchases are dropping. Also, they are sure they'll get
cablers to pay more for ESPN (and by extension, you through higher cable
bills). They are not afraid of cablers moving ESPN to a premium tier, or of
a la carte pricing because they don't see either as happening. It's
stream-to-mobile service "Key Chest" isn't doing as well as they hoped, but
neither is "Ultraviolet" the other studio's version of it. Disney shares
are down in after-hours trading.

-- 
Wesley McGee
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Twitter: @westwit
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