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JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
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quo vadis Offline
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Post: #41
RE: JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
(10-17-2020 12:53 PM)46566 Wrote:  I have a question how much overlap is there with people who have both Hulu and ESPN+?

I imagine quite a few, as they are both part of the $12.99 "Disney Bundle".

That's how I have both. You can also get the regular ESPN channels on Hulu via the "Hulu Live" subscription, which basically bundles Hulu with a bunch of cable channels for $55, similar to Youtube TV.
10-17-2020 02:21 PM
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indianasniff Offline
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Post: #42
JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
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10-17-2020 05:33 PM
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panama Offline
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Post: #43
RE: JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
(10-15-2020 06:31 PM)Sicembear11 Wrote:  
(10-15-2020 05:19 PM)quo vadis Wrote:  This doesn't make much sense to me. Far more important than the method of delivery is the ownership of valuable intellectual property, and ESPN owns a ton of valuable sports property. Plus, ESPN has proven to be a very adapt streaming platform. ESPN+ has done very well and can easily handle all of the current properties.

The only way this would make sense is if Disney just transferred all the ESPN sports properties to ABC, and then jettisoned the ESPN shell. Even then, the ESPN brand name has value.

ESPN is a money loser. It was profitable when it was bundled with basic cable packages and essentially subsidized by by
Cable owners. Cord cutting has really hurt that business model.
I am watching the Troy/EKU game on my phone...on ESPN app....so...

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10-17-2020 05:58 PM
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msm96wolf Offline
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Post: #44
RE: JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
(10-15-2020 10:53 PM)Attackcoog Wrote:  
(10-15-2020 07:25 PM)Frank the Tank Wrote:  
(10-15-2020 05:16 PM)Captain Bearcat Wrote:  It's not a bad idea.

The combination made sense back when Disney needed sports content to put on ABC. ESPN on ABC was a textbook example of synergies.

But where are the synergies going forward? How do ESPN and Disney benefit each other in a world where the majority of revenue comes from streaming?

I think the synergy is still there because Hulu Live is a pillar of Disney’s strategy... and that platform is most highly dependent on live sports above all else.

The delivery method might be changing (cable to streaming), but it’s still substantively the same content. Sports are truly the only programming that’s worth anything for live TV outside of some awards shows and reality TV (AKA where people still watch commercials). Everything else can be time-shifted.

The vast majority of the people still get their TV from cable or OTA networks. The multi tiered ESPN Cable+ABC+ESPNPlus model will be the transitional model for some time. Frankly, Im not one who believes cable is going anywhere. Currently, the existing "cable bundle", though not what it used to be, still spins off so much revenue cable has not changed its model much at all. Until you regularly see skinny bundles, a-la-carte, and "pick your favorite 20" type deals---then cable hasnt even begun to really fight back against cord cutting in any serious way. Once cable does begin to fight back---that price difference will largely disappear. Heck, now that the streaming aggregators are being picked of much of their prime content by all the newer stand alone streaming platforms developed by major content originators---the price difference between cable and streaming is already approaching zero depending on your programming preferences/demands.

Agree AC. The streaming with Hulu, Youtube TV, ATT and others will require live sports. Actually streaming services are getting as expensive as cable. I remember when youtube tv started at 35 now it is over 60.
10-17-2020 06:02 PM
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