Tag Archives: Disney

Over a fifth of US homes likely to subscribe to Disney+

In all, 22% of all respondents indicate that they are likely or highly likely to subscribe to Disney+. Intention to subscribe increased significantly to a third of 18 to 24-year olds, and 36% of households with children. Ampere stressed that the audience with children in the household is key for Disney+. It is nearly twice the size of the 18 to 24-year old group and offers the greatest immediate opportunity. – Joseph O’Halloran, Rapid TV News » http://bit.ly/2Wq6cT4
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Netflix’s Loss of Marvel Movies May Hurt Subscriber Growth, Poll Finds

Some 22 percent of Americans in the new poll said they’d cancel their Netflix subscription if Disney’s Marvel Studios films (like Black Panther and Avengers: Infinity War) were removed from the platform. And 20 percent said they’d drop the streamer if Lucasfilm’s Star Wars movies left the service. – Erik Hayden, The Hollywood Reporter » http://bit.ly/2vXnL2j

Comcast in talks to sell 30% stake in Hulu to Disney: report

One big consideration mentioned by the report is valuation for Hulu. Comcast on one hand could be convinced to keep its 30% Hulu stake given the service’s rise in valuation. As the report points out, Hulu’s value has climbed from $5.8 billion to $15 billion since mid-2016. But much of that gain has occurred in the past few months. In November 2018, Disney said in a regulatory filing that Hulu was worth approximately $9.3 billion. But after AT&T earlier this month sold its stake in Hulu for $1.43 billion, Hulu’s valuation jumped to $15 billion. – Ben Munson, FierceVideo » http://bit.ly/2XCsRfY

Confirmed: Disney Will Empty Its ‘Vault’—Eventually—for Its Forthcoming Streaming Video Service

[The] self-imposed moratorium no longer makes sense. For starters, Disney doesn’t release older films with the same frequency as it did years ago; instead, the simply remakes them, with live-action versions of such animated classics as Aladdin, Dumbo, and The Lion King arriving this year. More importantly, the market for physical media like DVD and Blu-Rays has been decimated in recent years, as consumers have opted for subscriptions to streaming video services instead. – Brian Raftery, Fortune » https://ift.tt/2SPnFCw

Disney in Active Talks With AT&T to Acquire WarnerMedia’s 10% Hulu Stake (EXCLUSIVE)

The question is what Disney is willing to pay for the 10% stake. Disney last summer pegged Hulu’s fair value at $9.296 billion after the 21st Century Fox deal closes, including an implied control premium of $1.246 billion. The $930 million implied value of WarnerMedia’s stake is a 16% premium over Time Warner’s original $583 million investment in Hulu in August 2016plus its subsequent $200 million capital contributions to the streamer. – Todd Spangler, Variety » https://ift.tt/2EzYiRF
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