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Everything posted by HouseOfTheSun
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The Box Office Buzz and Tracking Thread: Electric Boogaloo
HouseOfTheSun replied to grim22's topic in Numbers and Data
Lots more discussion of AQP2 in my social circles than any movie since the pandemic started. Anecdotal obviously but Confidence is rising especially with case counts dropping down and down. -
Disney has moved beyond what these other companies are trying to do - scale in the US market. They’ve got that and more (their market share in the US is above Netflix now and Churn is the best in the business - and a barrage of content is coming between all their production units. They’re focus now is to scale across the planet. In all likelihood They will begin a process of partnering and then acquiring local production units across Asia and Europe over the years. These companies are always available for purchase as we’ve seen now. If there’s an opportunity at a good price in the future they will make their move if it’s beneficial. as for WarnerDiscovery (?) reading the details of the deal show how bad a position the company will be in. HBO Max has not done well at all in its expansion hopes in the US, falling further and further behind in market share. They will now essentially have to sell a second launch or expansion in a matter of 2 years and the first one didn’t do much of anything. As for acquisition, any company that acquired inherits nearly 60 billion in debt. That is simply crazy and why this merger will fail sooner rather than later and why It will be piecemealed to the highest bidder over time.
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Nope. And creatives are hardly the ones I’m talking about. They just got dumped by their parent company for a 60 billion dollar cut in valuation within a couple of years of their acquisition. This is nothing short of humiliating on any level as a company. And to make things worse, the MUCH smaller Discovery is essentially leading a takeover of you. They are calling the shots despite being worth far less. Simply embarrassing.
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I suppose we will see now how much Apple cares about being a major player or just creating some solid content to keep people in the Apple bubble. I still don’t think Apple or Amazon are really in it to dictate Hollywood and putting up 200 billion for the purchase would be a really big departure from their current plays.
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They’ll essentially have to IPO this market right? I see the valuation falling basically closer to Viacom’s valuation rather than Disney. Around 120B. Zaslav is the right move as well and definitely more playable to the board. He led a relatively successful merger between Scripps and Discovery and a solid launch of DTC