However, I saw an Irish TV commercial for Disney+ featuring "Only Murders in the Building," which is not exactly family fare. I would guess that Disney+ in foreign markets is running "Dopesick," "Pen15" and "The Dropout," so they're already doing it over there. If the feeling is that the overseas audience doesn't consider Unca Walt and what he stood for as sainted as we do, well OK. But everywhere else in the world Disney+ does have grownup content and they have made the adjustments here so that you can watch the two "Deadpool" movies on D+ uncut--and Hulu exists in only one country--us. I think the merger is inevitable. Mark Jeffries Saints Spotlight Editor [email protected]
On Tue, Aug 16, 2022 at 10:15 AM Paul Murray <[email protected]> wrote: > > 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 > <https://groups.google.com/d/msgid/tvornottv/8ca8fdfc-75c8-47b7-a542-ed50a20823f0n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- 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/CAJ_uKi9bA-WUBcnkCKwL%2BVZ6yLFT%3DuKzSLEFzvFqzD1BiVkGjQ%40mail.gmail.com.
