https://www.cnbc.com/2023/04/24/nbcunive...sions.html

While Comcast's Brian Roberts is presumably still there, a change in CEO can shift priorities.

And that could mean changes to NBC sports priorities - which is why I linked this here.

It's an interesting article.

Tough to say no to those CNBC anchors trying to move up the ladder, but I digress.

Mario Bros was a big hit. Looks like they had a new pipeline of big movies with Nintendo. Not sure about Peacock and its viability long term. He did a good job keeping that studio alive against a juggernaut like Disney. Almost like tOSU/UM versus the Bama/UGa in disparity, but Universal held its own.

I think you make a play for the NBA, but without getting into a bidding war. No reason to go further into college football investments sans ND contract.

What happens to Hulu is probably the next major axe to drop.

In many ways, Hulu makes more sense for Comcast since it needs a more widely adopted streaming platform than Peacock and the Hulu Live TV+ business fits right into the legacy Comcast cable business. On the flip side, it makes more sense for Disney to simply consolidate all of its non-sports content onto Disney+ (like it has already done in many other countries) as opposed to having separate streaming services.

Note that Disney had a package of streaming exclusive NHL games that it simulcast on *both* Hulu and ESPN+, so it was an exposure level in between ABC/ESPN and solely on ESPN+. Those NHL games were on the "standard" Hulu service as opposed to only on Hulu Live TV+, so that's a lot more homes compared to ESPN+. So, it wouldn't be surprising if whoever owns Hulu going forward (whether Disney, Comcast, or someone else) would look to expand its exclusive sports offerings.

I actually like Comcast's assets better than any media company outside of Disney. Comcast is very diversified: (a) even as its cable business goes down, its broadband business goes up because that is what's required in the shift to streaming, (b) it has the best set of movie franchises outside of Disney with Jurassic Park, Fast and the Furious, Minions/Despicable Me, and now Super Mario Bros., and (c ) its theme park business is very strong. (I'm a big theme park fan and my last trip to Orlando last year was the first time that I thought Universal was truly getting up to the level of Disney. The total theming of the whole parks are still better at Disney, but the Wizarding World of Harry Potter portions at Universal are as impressive and immersive as anything that Disney has done.) The main weakness that I see with Comcast is its streaming business, which is why Hulu would be so particularly helpful to them if they can take control of it (particularly if we envision a world where several streamers inevitably need to consolidate).

(04-26-2023 10:29 AM)Frank the Tank Wrote:  What happens to Hulu is probably the next major axe to drop.

In many ways, Hulu makes more sense for Comcast since it needs a more widely adopted streaming platform than Peacock and the Hulu Live TV+ business fits right into the legacy Comcast cable business. On the flip side, it makes more sense for Disney to simply consolidate all of its non-sports content onto Disney+ (like it has already done in many other countries) as opposed to having separate streaming services.

Note that Disney had a package of streaming exclusive NHL games that it simulcast on *both* Hulu and ESPN+, so it was an exposure level in between ABC/ESPN and solely on ESPN+. Those NHL games were on the "standard" Hulu service as opposed to only on Hulu Live TV+, so that's a lot more homes compared to ESPN+. So, it wouldn't be surprising if whoever owns Hulu going forward (whether Disney, Comcast, or someone else) would look to expand its exclusive sports offerings.

I actually like Comcast's assets better than any media company outside of Disney. Comcast is very diversified: (a) even as its cable business goes down, its broadband business goes up because that is what's required in the shift to streaming, (b) it has the best set of movie franchises outside of Disney with Jurassic Park, Fast and the Furious, Minions/Despicable Me, and now Super Mario Bros., and (c ) its theme park business is very strong. (I'm a big theme park fan and my last trip to Orlando last year was the first time that I thought Universal was truly getting up to the level of Disney. The total theming of the whole parks are still better at Disney, but the Wizarding World of Harry Potter portions at Universal are as impressive and immersive as anything that Disney has done.) The main weakness that I see with Comcast is its streaming business, which is why Hulu would be so particularly helpful to them if they can take control of it (particularly if we envision a world where several streamers inevitably need to consolidate).

Hulu had the Giants-Cardinals MLB game last night.

Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

(04-26-2023 08:49 AM)RUScarlets Wrote:  Tough to say no to those CNBC anchors trying to move up the ladder, but I digress.

Mario Bros was a big hit. Looks like they had a new pipeline of big movies with Nintendo. Not sure about Peacock and its viability long term. He did a good job keeping that studio alive against a juggernaut like Disney. Almost like tOSU/UM versus the Bama/UGa in disparity, but Universal held its own.

I think you make a play for the NBA, but without getting into a bidding war. No reason to go further into college football investments sans ND contract.

That's how Erin Burnett made her way to the top.

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

I think HULU is a waste for Disney, they'll sell it to Universal if the price is right.

(04-26-2023 12:56 PM)bryanw1995 Wrote:  

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

I think HULU is a waste for Disney, they'll sell it to Universal if the price is right.

Maybe. They (or anyone) can use $20B or so in cash, if Comcast can come up with it. But they don't want to create a real competitor in the streaming wars, and PEacock + Hulu is a competitiive threat in a way that PEacock isn't.

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

Hulu serves a clear purpose for Disney. They aren’t putting anything R rated or TVMA on a Disney branded platform.

(04-26-2023 01:46 PM)Just Joe Wrote:  

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

Hulu serves a clear purpose for Disney. They aren’t putting anything R rated or TVMA on a Disney branded platform.

Deadpool is on Disney+. It's age restricted, but it's on Disney+.

(04-26-2023 01:54 PM)johnbragg Wrote:  

(04-26-2023 01:46 PM)Just Joe Wrote:  

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

Hulu serves a clear purpose for Disney. They aren’t putting anything R rated or TVMA on a Disney branded platform.

Deadpool is on Disney+. It's age restricted, but it's on Disney+.

Right - you're starting to see some of that stuff (such as Deadpool and FX shows) start either moving to or being shared with Disney+. In a lot of other countries, that dichotomy was never there - Disney+ has been showing its full slate of R-rated movies the whole time.

(04-26-2023 12:17 PM)Scoochpooch1 Wrote:  

(04-26-2023 08:49 AM)RUScarlets Wrote:  Tough to say no to those CNBC anchors trying to move up the ladder, but I digress.

Mario Bros was a big hit. Looks like they had a new pipeline of big movies with Nintendo. Not sure about Peacock and its viability long term. He did a good job keeping that studio alive against a juggernaut like Disney. Almost like tOSU/UM versus the Bama/UGa in disparity, but Universal held its own.

I think you make a play for the NBA, but without getting into a bidding war. No reason to go further into college football investments sans ND contract.

That's how Erin Burnett made her way to the top.

I thought she was with her husband since 03'? Maybe she banged her way through the door of CNN.

(04-26-2023 01:54 PM)johnbragg Wrote:  

(04-26-2023 01:46 PM)Just Joe Wrote:  

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

Hulu serves a clear purpose for Disney. They aren’t putting anything R rated or TVMA on a Disney branded platform.

Deadpool is on Disney+. It's age restricted, but it's on Disney+.

I was unaware, thanks.

Still superhero stuff which is a big deal on Disney+. I don’t see grisly crime documentaries airing on Disney but maybe I’m wrong.

(04-26-2023 10:29 AM)Frank the Tank Wrote:  What happens to Hulu is probably the next major axe to drop.

In many ways, Hulu makes more sense for Comcast since it needs a more widely adopted streaming platform than Peacock and the Hulu Live TV+ business fits right into the legacy Comcast cable business. On the flip side, it makes more sense for Disney to simply consolidate all of its non-sports content onto Disney+ (like it has already done in many other countries) as opposed to having separate streaming services.

Note that Disney had a package of streaming exclusive NHL games that it simulcast on *both* Hulu and ESPN+, so it was an exposure level in between ABC/ESPN and solely on ESPN+. Those NHL games were on the "standard" Hulu service as opposed to only on Hulu Live TV+, so that's a lot more homes compared to ESPN+. So, it wouldn't be surprising if whoever owns Hulu going forward (whether Disney, Comcast, or someone else) would look to expand its exclusive sports offerings.

I actually like Comcast's assets better than any media company outside of Disney. Comcast is very diversified: (a) even as its cable business goes down, its broadband business goes up because that is what's required in the shift to streaming, (b) it has the best set of movie franchises outside of Disney with Jurassic Park, Fast and the Furious, Minions/Despicable Me, and now Super Mario Bros., and (c ) its theme park business is very strong. (I'm a big theme park fan and my last trip to Orlando last year was the first time that I thought Universal was truly getting up to the level of Disney. The total theming of the whole parks are still better at Disney, but the Wizarding World of Harry Potter portions at Universal are as impressive and immersive as anything that Disney has done.) The main weakness that I see with Comcast is its streaming business, which is why Hulu would be so particularly helpful to them if they can take control of it (particularly if we envision a world where several streamers inevitably need to consolidate).

In my opinion, Universal has been better than Disney since 'The Wizarding World of Harry Potter' opened. Nothing Disney has added since that point has been as good as 'Harry Potter' land. Universal had props and design consultants who worked on the 'Potter' movies working on all the small details of the park. For example, the couple in charge of designing all of the signs and books in the 'Potter' films also designed all of the signs in the park. When you walk through 'Harry Potter', feels more authentic, because it is more authentic. That's what people want.

Disney has tried to replicate it, but it doesn't feel as real. From what I hear, Avengers Campus (in California) and Toy Story land (in Orlando) feel fake/plastic, and Star Wars: Galaxy's Edge (in Orlando) feels too corporate, from focusing the sequel trilogy instead of the original trilogy to making everything overpriced ($250 for a lightsaber, $5,000 to stay at the hotel). I hear Pandora: The World of Avatar is nice, but it's small.

I had more fun at Universal Orlando at age 27 than I did at Disney at age 9. To me, Universal is already ahead of Disney when it comes to theming, authenticity, and overall experience, and that gap will grow once Epic Universe opens in 2025. That will double the Universal theme park footprint in Orlando, with new lands for Super Mario Bros., Universal Classic Monsters (Frankenstein, Dracula, The Mummy, etc.), How To Train Your Dragon, and a 3rd 'Harry Potter' park. If you want to feel like you're in the movie, Universal is the place to go. Can't wait to go back.

(04-26-2023 01:14 PM)johnbragg Wrote:  

(04-26-2023 12:56 PM)bryanw1995 Wrote:  

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+. And they create ESPN NOW, for about half the price of a cable subscription that has the main ESPN and ABC feed, but not ESPN2, ESPNU, the SEC and ACC Networks. And ESPN+ will continue as the low-priced supplementary subscription streamer.

(You wouldn't need ESPN NOW if you have cable, but ESPN NOW wouldn't give you everything that ESPN cable gives you -- SEC Network, studio shows, etc. To see EVERYTHING you might want to see in the ESPN universe, you'd need ESPN cable, and ESPN+ on top of that.)

I think HULU is a waste for Disney, they'll sell it to Universal if the price is right.

Maybe. They (or anyone) can use $20B or so in cash, if Comcast can come up with it. But they don't want to create a real competitor in the streaming wars, and PEacock + Hulu is a competitiive threat in a way that PEacock isn't.

Yes and no.

There's actually a value to having competitors.

(Consider that Microsoft kept Apple afloat in the 90s.)

Plus, the $20B that Comcast spends on Hulu, is money that they are not spending on something else.

(04-26-2023 12:32 PM)johnbragg Wrote:  

(04-26-2023 12:07 PM)Glenn360 Wrote:  Disney/Comcast have a decision to make on Hulu in 2024. Disney acquired Hulu when they acquired 21st Century FOX

Initially, Comcast is suppose to sell their stake in Hulu to Disney in 2024, but Comcast also stated they would buy Hulu outright.

"Disney+ & Hulu" or "Peacock & Hulu" is redundant if they only offer content from the same parent company.

It's not obvious what Disney is going to do with Hulu. There's no clear branding of what's on Hulu and why VS what's on Disney+, really. But Hulu does have 48M subscribers, so Disney isn't just going to kill it and stop collecting those monthly payments.

If Comcast buys Hulu, it's an obvious move to merge Hulu, which has a lot of subscribers but no particular content (yes they have stuff, but pretty random stuff) with Peacock, which has content (The Office, Friends, WWE) but not a whole lot of subscribers.

My guess is that Disney will eat the cost of buying out Comcast, and shift to a tier-ed model for both sports and non-sports. Hulu becomes Disney NOW, with things running first there for a limited time, before moving to Disney+.
...

If Disney buys out/keeps Hulu, it gets folded into Disney+

They'll likely just keep "Hulu+ Live TV" separate.

That "number of subscribers" thing is important. And as several have said, Hulu isn't what it once was, content-wise.

(Loss of most of the "second-day" broadcasting rights to TV shows from most of the networks hasn't helped it. The Disney bundle is mostly what is helping prevent bigger subscriber losses.)

There is also the possibility that Hulu gets split, and Comcast buys "Hulu+ Live TV" and the Hulu brand name, and Disney keeps Hulu itself, and just merges it to Disney+

Then both would pretty much get what they want. win-win.

Speaking of Hulu Live, I don't know why more companies aren't producing a cable replacement.

YouTube TV has been life changing for us...we'll see if Sunday Ticket makes them indispensable in the market. I know people who like Fubo TV. I've got a friend with Hulu Live and they love it.

The primary strength is the flexibility. People are going to buy internet service either way, but it would seem the best way to take advantage of that is with cable replacement. You can just as easily build in an original content streaming service into the same platform, but a cable replacement appeals to people who want live TV as well as the feature of flipping through live feeds.

There's nothing wrong with on-demand streaming, but it seems like you could just roll the two into each other and choose which feature you want to use when you log on. Give people a reason to buy both without having a change apps to use one or the other.

(04-29-2023 03:33 PM)AllTideUp Wrote:  Speaking of Hulu Live, I don't know why more companies aren't producing a cable replacement.

Probably because the margin isn't there between what you're charging for the product and what you have to pay to have ESPN CBS ABC, NBC, Fox,, Fox News on your thing.

If you don't have those channels nobody's going to buy your thing. If you don't have those channels you're netflix. You're Disney plus. You're 10 bucks a month at best. But it's not a "cable replacement".

Quote:YouTube TV has been life changing for us...we'll see if Sunday Ticket makes them indispensable in the market. I know people who like Fubo TV. I've got a friend with Hulu Live and they love it.

The primary strength is the flexibility. People are going to buy internet service either way, but it would seem the best way to take advantage of that is with cable replacement. You can just as easily build in an original content streaming service into the same platform, but a cable replacement appeals to people who want live TV as well as the feature of flipping through live feeds.

There's nothing wrong with on-demand streaming, but it seems like you could just roll the two into each other and choose which feature you want to use when you log on. Give people a reason to buy both without having a change apps to use one or the other.