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Disney buying 21st Century Fox??
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The Cutter of Bish Offline
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Post: #11
RE: Disney buying 21st Century Fox??
All because they want to make the Star Wars movies look the same at the beginning. Geez.

This makes sense if they're looking to dump ABC.
11-07-2017 05:34 AM
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hawghiggs Offline
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Post: #12
RE: Disney buying 21st Century Fox??
(11-07-2017 05:34 AM)The Cutter of Bish Wrote:  All because they want to make the Star Wars movies look the same at the beginning. Geez.

This makes sense if they're looking to dump ABC.

They have been. But haven't found any takers.
11-07-2017 06:32 AM
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bctn8n Offline
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Post: #13
RE: Disney buying 21st Century Fox??
I read this morning that the talks are off.
11-07-2017 06:32 AM
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RUScarlets Offline
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Post: #14
RE: Disney buying 21st Century Fox??
Given Disney's dominance in a putrid box climate office this year, this will allow them to explore new villains like Doom and Kang in Avengers 4,5, and 6 plus old staple characters like Fantastic Four and a rebooted X-Men in the current cinematic universe. So you are looking at another 6-8 years of Marvel tentpole films.

FS1 and Fox Sports/Business stays put.

Onto ESPN and ABC. Well, you need a streaming platform for live sports that is subscriber based. You can get the big events on your phone by logging in on your cable account, but maybe they want to also stream some second and third tier content in sports and TV and charge a la carte?

You also need your adult oriented FX channel. You can have also do low budget Star Wars TV shows and less expensive Marvel character on in-house streaming services, and away from Netflix.

(11-07-2017 06:32 AM)bctn8n Wrote:  I read this morning that the talks are off.

Denied after it went public. Executives testing the market. Disney stock spiked and rose throughout the day.
(This post was last modified: 11-07-2017 06:54 AM by RUScarlets.)
11-07-2017 06:48 AM
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TodgeRodge Online
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Post: #15
RE: Disney buying 21st Century Fox??
look for Netflix to move in on this

Netflix is worth $86 billion currently while all of Fox is worth $60 billion after the stock jump

this gives Netflix anything from all of Fox, Studios and movie content and a full network and sports to just sports and the channels without the studios and movie content

the Sports gives them something different and "live must see now" to attract subs and the TV networks actually gives them an outlet for "reruns" to get viewers for their original programming that will just not sign up for a streaming service, but will watch a show that was "popular" and 3 seasons old or more

with full on studios and associated past content that gives them more powerful in house production AND a back catalog to build on for the future possibly cutting out movie theaters for some new movies

either way there is value and opportunity in all or part of Fox for Netflix
(This post was last modified: 11-07-2017 06:49 AM by TodgeRodge.)
11-07-2017 06:48 AM
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MWC Tex Online
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Post: #16
RE: Disney buying 21st Century Fox??
(11-07-2017 06:48 AM)TodgeRodge Wrote:  look for Netflix to move in on this

Netflix is worth $86 billion currently while all of Fox is worth $60 billion after the stock jump

this gives Netflix anything from all of Fox, Studios and movie content and a full network and sports to just sports and the channels without the studios and movie content

the Sports gives them something different and "live must see now" to attract subs and the TV networks actually gives them an outlet for "reruns" to get viewers for their original programming that will just not sign up for a streaming service, but will watch a show that was "popular" and 3 seasons old or more

with full on studios and associated past content that gives them more powerful in house production AND a back catalog to build on for the future possibly cutting out movie theaters for some new movies

either way there is value and opportunity in all or part of Fox for Netflix

Very interesting take. We'll need to hear soon if Netflix wants in on the action.
11-07-2017 07:34 AM
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mj4life Offline
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Post: #17
RE: Disney buying 21st Century Fox??
Netflix is definitely a interesting scenario but Google,Apple or Amazon might bid also & have the cash to make a deal profitable quickly
11-07-2017 08:07 AM
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orangefan Offline
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Post: #18
RE: Disney buying 21st Century Fox??
Disney is most likely looking at content for its new subscription service to put in a better position to compete with Netflix and HBO. Not only do you get Fox's recent release movies (currently shown in the pay window on HBO), you get a huge library of films and TV shows, including the original Star Wars. As folks have pointed out, it gets them the X-Men and Fantastic Four. Also, don't discount the value of all of the series produced or owned by FX, many of which are very good (54 Emmy nominations this past year compared to ABC's 34). FX also owns the entire library of Simpsons episodes. The combination of Disney, Marvel, Lucasfilm, Pixar, ABC, ESPN films (30 for 30, etc.), Disney Channel, Freeform, Fox studios, Fox television production, and FX would provide a huge library of existing material together with production capability for a virtually unlimited number of new shows and movies.

As ESPN has entered a stage with limited growth, Disney needs a replacement growth vehicle. Creating a viable competitor to Netflix and HBO is an excellent strategic play to try to accomplish this. As someone pointed out, Netflix has a market cap of $86 billion. Disney, with ESPN and all of its other assets, has a market cap of less than twice this amount at $155 billion. The Fox assets being discussed would strongly bolster Disney's efforts to implement this strategy.
(This post was last modified: 11-07-2017 08:27 AM by orangefan.)
11-07-2017 08:22 AM
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ArQ Offline
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Post: #19
RE: Disney buying 21st Century Fox??
(11-06-2017 07:29 PM)otown Wrote:  Would spin off FOX, Fox sports, Fox Business, and Fox News to avoid anti trust issues. Not sure what that does for future media contracts with Fox if they are a stand alone company.

https://www.cnbc.com/2017/11/06/21st-cen...urces.html

The title is misleading. Fox will keep Fox, Fox Sports, Fox News and Fox Financial. Basically ABC will only buy minor properties of Fox, specifically movies and minor cable channels. Also Fox and ABC has no longer talk on the issue. CNBC is just stirring the pot on yesterday's news.

The most misleading part when CNBC reported this yesterday is to question Hulu's ownership. Right now NBC, ABC and Fox each own 30% of Hulu. (CBS has its own streaming service.) CNBC speculated that ABC ownership would go up from 30% to 60% if ABC acquired part of Fox. They treated viewers like idiots. If Fox keeps Fox broadcasting network, they still own 30% of Hulu.
11-07-2017 08:24 AM
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panama Offline
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Post: #20
Disney buying 21st Century Fox??
https://www.google.com/amp/s/www.cnbc.co...urces.html

"Disney would not purchase all of Fox, according to people with knowledge of the talks.

The company could not own two broadcast networks and would therefore not buy the Fox broadcast network. It would not buy Fox's sports programming assets in the belief that combining them with ESPN could be seen as anti-competitive from an antitrust standpoint and it would not buy the Fox News or Business channel. Disney would also not purchase Fox's local broadcasting affiliates, according to people familiar with the negotiations.

In addition to the movie studio, TV production and international assets such as Star and Sky, Disney would also add entertainment networks such as FX and National Geographic."

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11-07-2017 09:18 AM
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