> Folding Hulu into D+ is inevitable Is it? I think Hulu serves a purpose: Hosting things that Disney doesn't want associated with the family-friendly Disney+ brand, just like when they started Touchstone Pictures back in the 1980's to make R-rated movies. (I seem to recall someone saying, when the mouse was busy digesting Fox, that The Simpsons was the edgiest thing that would appear on Disney+.) Disney needs a non-Disney brand streaming service.
And it's not like Disney+ is desperate for growth; they're already #1 in subscribers. If Hulu is unprofitable, obviously Disney will want to change that. But combining it with Disney+ creates new problems. On Monday, August 15, 2022 at 3:02:36 PM UTC-4 PGage wrote: > I’m not saying I know better than Daniel Loeb and his hedge fund, Third > Point LLC, who announced he has just acquired a big chunk of Disney stock. > But I’m not convinced now is the time to sell ESPN, just as live sports is > about the only thing keeping television going. In fact a lot of analysts > have been saying that the new post Netflix Boom reality is less emphasis on > fast streaming subscriber growth, more on sustainable profit centers. > > Perhaps he is motivated more by the potential bonanza for ESPN if it were > able to go all in on sports betting. I suppose with that in mind ESPN is > worth a hell of a lot more to a non Disney buyer than to Disney, and Disney > stockholders would make out like bandits (that may be redundant). Or, > perhaps Loeb is thinking that another entity he also invests heavily in > would buy ESPN, and make their own bundle with sports betting. > > Folding Hulu into D+ is inevitable, but the call here is to do it sooner, > meaning paying Comcast $9Billion now rather than in two years, when Disney > will be obligated to anyway. The idea here is to goose D+ subscriber > numbers even more than the impressive report Disney just gave, which would > put the stock value on overdrive. > > All of this just more and more reminders that corporate decisions are less > about how to improve the quality of their service or product line, and more > about making an even more obscenely large profit for investors and > corporate officers. This is what we are seeing at Warner-Discovery, and at > Disney. Of course this has always been true, but is becoming more so. > > Sorry - I’m out on Strike at Kaiser, likely for weeks or months, and in an > ugly mood toward corporate greed and mendacity… > > > https://www.latimes.com/entertainment-arts/business/story/2022-08-15/should-disney-spin-off-espn-and-fold-hulu-into-disney-one-investor-thinks-so > > -- > Sent from Gmail Mobile > -- You received this message because you are subscribed to the Google Groups "TVorNotTV" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/tvornottv/8ca8fdfc-75c8-47b7-a542-ed50a20823f0n%40googlegroups.com.
