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And when you add the fact that they lost nearly the entire value of DirecTV to that (around $60-67 billion), you come upon just how disastrous the past decade has been for AT&T. They took on around $100 billion+ in debt for those 2 purchases and have nothing but that debt to show for it. Yeah...

The reason I think it's evidence for a glaring issue with Peacock is that do you really think that AT&T would spin off/sell off HBO Max in this way if it was working (i.e. if HBO Max had taken off like Disney+ had)? The reality is that HBO Max probably needs around $10 billion in content per...

Right now there are 3 mammoth streaming services: Amazon Prime, Netflix, Disney+. Those 3 have worldwide scale and 100+ million subs. In the next tier is everyone else: HBO Max, Peacock, Paramount+/Showtime/CBS All Access, Discovery+, etc. Bluntly, this makes clear that NBCU/Peacock/Sky is...

I'm not worried about Epic Universe in the slightest, but it's pretty clear that the timeline may have to be altered depending on how construction and the rest of the company are affected by all this. If economy is still dampened by this coronavirus a few years out, we have way bigger problems...

This is basically what the internal roads system will look like initially. There'll be an east-west "Universal Way" that connects to the Kirkman Extension and Destination Parkway. The giant gray blob on the right will be the surface parking lot. And the area to the west of that will be the...

Final Map of Universal Epic Universe land site. This should be it for land purchases, there's no more sizeable plots near the main resort proper. I coded the wetlands with a different color since most of that won't be usable (maybe a portion in the south will be attached to the Rosen Shingle...

Peacock is probably the one that cares about this stuff the least because most of its early users will probably get it free.

This is a HUGE (serious emphasis on that) game changer if they do give Peacock to their several million internet-only subscribers (which is a fast group due to growth in cable internet usage + cord cutting). Those are the types of people that are most likely to use streaming services naturally...

Yeah, I just don't see what kind of deal would work at this point. Disney doesn't want to give up precious MCU slots if they're not getting a significant portion of profit in exchange. They've got tons of characters like X-Men/FF to go through... Sony doesn't want to give up a significant...

It's not clear, but I believe that Universal actually did control the TV rights alongside the movie rights originally (for Hulk/She-Hulk/etc.). Just like Fox/Sony control the TV rights as well as movie rights to their Marvel characters. Marvel really had no power to decline those types of...

Just the phrasing that most reports have used lead to the obvious conclusion that Disney leaked their side of the story first to bring massive public pressure onto Sony; they even phrased it as if Sony cut off discussions without considering Disney's offer... Now Sony is countering by releasing...

I think it was mutual to a great extent. Disney knew that Sony was desperate to rejuvenate their Spiderman movie franchise, and at the same time, Disney wanted the extra bump for the MCU they knew would come with adding Spiderman to the MCU and developing him as the "heir" to Iron Man of sorts...

Sure, but I think Sony's realized now that a solo Spiderman universe can only go so far... They're going to try to put together a bunch of characters and create their own universe around Spiderman. Who knows if it'll work, but I'd at least give them a chance. Disney asked for a half of...

Wouldn't surprise me if Disney did this on purpose knowing that Sony wouldn't negotiate on anything like a 50% offer... Disney made an offer that they knew Sony wouldn't even come close to matching... Because this way Disney won't take any of the blame from fans, and fans will just say "okay...

The deal between Sony and Disney included 5 movies with Spiderman: 2 solo MCU movies and 3 MCU ensembles (Civil War/Infinity War/Endgame). That deal is now finished without renewal. The deal between Sony and Holland, I believe included at least 1 additional solo movie (possibly 2). That deal...

There might be a deal to be had here, but the reality is that Sony has complete control over the profits of Spiderman movies and has no incentive to give up any of that. On Disney's end, they didn't want to keep giving Spiderman one of their MCU slots while not earning a much bigger share of...

I'm sure there'll be a couple more shows formally announced for Disney+ like the Star Wars Obi Wan show and some things we may not have heard about yet.

Yeah, that's true, I still just don't think that those items being alleged (gift cards, complimentary items, etc.) are anywhere near able to add up to more than a couple hundred million. There'd need to be some kind of massive irregularity in the way they're recording revenue for a full 40+% of...

I regularly compare Disney's P&R segment to Universal (what Comcast tells us) and SeaWorld, and their revenue numbers generally look comparable when you adjust for their # of parks and # of hotel rooms. I've never gotten the sense that there's a massive overstatement there, but there could be...

All of the Simpsons is going to be on Disney+. That should absolutely settle any discussion of how Disney views it; they view it as a family friendly property.