Disney/FOX Acquisition Thread | Page 47 | Inside Universal Forums
Inside Universal Forums
Inside Universal Forums
  • Home
  • Forums
    New posts Search forums Account Upgrades
  • News
    Universal Studios Hollywood Universal Orlando Universal Studios Japan Universal Studios Singapore Universal Studios Beijing
  • Merchandise
Log in Register
What's new Search

Search

By:
  • New posts
  • Search forums
  • Account Upgrades
Menu
Log in

Register

Install the app
  • Signing up for a Premium Membership is a donation to help Inside Universal maintain costs and offers an ad-free experience on the forum. Learn more about it here.
  • Forums
  • Miscellaneous
  • Games, Movies & Sports
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.

Disney/FOX Acquisition Thread

  • Thread starter Thread starter Viator
  • Start date Start date Nov 6, 2017
Prev
  • 1
  • …

    Go to page

  • 45
  • 46
  • 47
  • 48
  • 49
  • …

    Go to page

  • 70
Next
First Prev 47 of 70

Go to page

Next Last
JungleSkip

JungleSkip

Veteran Member
V.I.P. Member
Joined
Feb 15, 2010
Messages
22,245
Location
The Mushroom Kingdom
  • Jul 19, 2018
  • #921
Any way this ended would have sucked one way or another.

At least this way means I'll still get a 3rd dry Universal park in Orlando by 2023-ish
 
  • Like
Reactions: Robert Bliss, SeventyOne, jtsalien and 2 others
Mad Dog

Mad Dog

Veteran Member
V.I.P. Member
Joined
Jan 30, 2013
Messages
23,578
Location
Pittsburgh area
  • Jul 19, 2018
  • #922
Andysol said:
Who else was a contender for Sky?
Click to expand...
Disney & Fox. ......Interesting point on CNBC just now....Sky has the rights to many of Disney's movies for a good number of years. Great negotiating point for Comcast if they get controlling interest in SKY. Disney probably willing to deal to get some of those movie rights back if Comcast gets Sky, according to analysts......Fox domestic had more value to Disney than it had for Comcast anyway. and the vice versa Sky has more value to Comcast than it has to Disney................looking for some trading between Disney & Comcast to go on if Comcast ends up with Sky.
 
  • Like
Reactions: SeventyOne
jtsalien

jtsalien

Dragon Trainer
V.I.P. Member
Joined
Mar 9, 2011
Messages
6,511
Location
T.A.R.D.I.S.
  • Jul 19, 2018
  • #923
Joe said:
Click to expand...


:grin::clap::cheers:

Very happy that A) Comcast isn't burdening itself with this B) Marvel rights back to Marvel C) This is gonna be OVER :lol:
 
  • Like
Reactions: Nick, SeventyOne, HereWeGo and 2 others
Z

zg44

Minion
Joined
Jun 5, 2017
Messages
944
Age
81
  • Jul 19, 2018
  • #924
Andysol said:
I don’t really understand yalls excitement or position.

Well played for who? All of this is more favorable for who?

Disney paying more certainly doesn’t benefit any of us. It certainly doesn’t benefit WDW or any of their parks. It certainly doesn’t benefit anyone who had investment in Disney stock via their investment firms or mutual funds through 401ks and IRAs.

Universal not getting it and driving the price up equally didn’t benefit any of us. It also didn’t benefit UOR or any of the parks.

I understand the preference in wanting Comcast to get the IPs. Or Disney. But I simply don’t understand any excitement over inflated price. Comcast didn’t win anything.

Murdoch wins. That’s it. So unless you’re just a giant fan of Murdoch or an heir, I just don’t get it.

The raising of the price is a loss for everyone. Including theme park fans. Unless people like seeing disney fail and not invest, then... ok? UOR and WDW are at their best when they are both investing heavily.
Click to expand...
I don't think Comcast would be able to get Sky though unless they'd been able to force Disney to put up a lot of cash for the Fox assets.

At this point, if Disney goes all in for Sky, they'll end up increasing their debt load by around $70 billion or more. Hard to see investors happy about that.


As far as theme parks go, this is mostly probably going to hurt Disney spending going forward I guess depending on the financials for their streaming properties.

Hulu and their new services will require billions in financing just to get off the ground and acquire customers.

As far as Universal goes, they'll lose Simpsons in a decade, but by then they'll probably have new/different franchises (Illumination or Dreamworks related I'd guess since a decade is around 35 animated movies from those 2 and there should be some new IPs that are successful).

I think the competiton between WDW and UOR will become much more cut-throat and zero sum as UOR becomes a 4 dry park destination over the next 12 years or so.

At that point, they'll be fighting for market share as much as focusing on growing the market.
 
  • Like
Reactions: JoeCamel, SeventyOne and Mad Dog
Mad Dog

Mad Dog

Veteran Member
V.I.P. Member
Joined
Jan 30, 2013
Messages
23,578
Location
Pittsburgh area
  • Jul 19, 2018
  • #925
zg44 said:
I don't think Comcast would be able to get Sky though unless they'd been able to force Disney to put up a lot of cash for the Fox assets.

At this point, if Disney goes all in for Sky, they'll end up increasing their debt load by around $70 billion or more. Hard to see investors happy about that.


As far as theme parks go, this is mostly probably going to hurt Disney spending going forward I guess depending on the financials for their streaming properties.

Hulu and their new services will require billions in financing just to get off the ground and acquire customers.

As far as Universal goes, they'll lose Simpsons in a decade, but by then they'll probably have new/different franchises (Illumination or Dreamworks related I'd guess since a decade is around 35 animated movies from those 2 and there should be some new IPs that are successful).

I think the competiton between WDW and UOR will become much more cut-throat and zero sum as UOR becomes a 4 dry park destination over the next 12 years or so.

At that point, they'll be fighting for market share as much as focusing on growing the market.
Click to expand...
and, if Comcast ends up with Sky, there's always the possibility of some horse trading between Comcast & Disney in relation to Disney movie rights that SKY owns for a good period of time, and rights like Simpson's that Disney will have part ownership for.................and....if Comcast get's SKy, with Disney getting domestic Fox, this is a pro competition/good for competition move. If either would have a acquired both assets, it would create a kind of anti- competition situation, bottom line.
 
Last edited: Jul 19, 2018
Z

zg44

Minion
Joined
Jun 5, 2017
Messages
944
Age
81
  • Jul 19, 2018
  • #926
Mad Dog said:
and, if Comcast ends up with Sky, there's always the possibility of some horse trading between Comcast & Disney in relation to Disney movie rights that SKY owns for a good period of time, and rights like Simpson's that Disney will have part ownership for.
Click to expand...
Yeah, I assume we'll see a trade that starts with Disney's 39% of Sky and Comcast's 30% of Hulu as the basis and then adds other things to even out the value (cash, Disney movie rights in Sky's countries, Simpsons theme park rights etc.).
 
  • Like
Reactions: jtsalien and Mad Dog
Mad Dog

Mad Dog

Veteran Member
V.I.P. Member
Joined
Jan 30, 2013
Messages
23,578
Location
Pittsburgh area
  • Jul 19, 2018
  • #927
zg44 said:
Yeah, I assume we'll see a trade that starts with Disney's 39% of Sky and Comcast's 30% of Hulu as the basis and then adds other things to even out the value (cash, Disney movie rights in Sky's countries, Simpsons theme park rights etc.).
Click to expand...
:thumbsup:
 
Teebin

Teebin

Veteran Member
Joined
Oct 12, 2009
Messages
20,673
Location
East Central Florida
  • Jul 19, 2018
  • #928
AliciaStella said:
kitten caboodle
Click to expand...

Geez, you really caused a record scratch sound in my brain typing it that way. I love cats but...
 
  • Like
Reactions: Alicia
Parkscope Joe

Parkscope Joe

Superstar
Joined
Feb 15, 2012
Messages
18,019
Age
38
  • Jul 19, 2018
  • #929
I think the fact The Simpson’s Ride is ancient is a bigger reason the IP would leave Uni parks than Disney clamoring for it.
 
  • Like
Reactions: TheGentTrent, Scott W., ThemeParks4Life and 5 others
JungleSkip

JungleSkip

Veteran Member
V.I.P. Member
Joined
Feb 15, 2010
Messages
22,245
Location
The Mushroom Kingdom
  • Jul 19, 2018
  • #930
Joe said:
I think the fact The Simpson’s Ride is ancient is a bigger reason the IP would leave Uni parks than Disney clamoring for it.
Click to expand...

Yea. Simpsons was always gonna have a shorter shelf life when Blackstone/GE decided to just reskin BTTF instead of invest in a real new ride
 
  • Like
Reactions: jtsalien, SeventyOne and zg44
Disneyhead

Disneyhead

Superstar
V.I.P. Member
Joined
Jul 24, 2008
Messages
12,243
Location
Orlando, FL
  • Jul 19, 2018
  • #931
I believe Uni has The Simpson's until 2027 or 2028. I don't see them renewing at that point regardless of who owns the IP.
 
  • Like
Reactions: ThemeParks4Life, jtsalien, SeventyOne and 1 other person
JungleSkip

JungleSkip

Veteran Member
V.I.P. Member
Joined
Feb 15, 2010
Messages
22,245
Location
The Mushroom Kingdom
  • Jul 19, 2018
  • #932
Disneyhead said:
I believe Uni has The Simpson's until 2027 or 2028. I don't see them renewing at that point regardless of who owns the IP.
Click to expand...

Agreed. We would have had 20 years of Simpsons at that point. Springfield has probably already paid for itself 10x over at this point. I'll be sad to see it go when the time comes, but it'll probably be time after another decade.
 
  • Like
Reactions: jtsalien and SeventyOne
Alicia

Alicia

Superstar
V.I.P. Member
Joined
Jul 17, 2014
Messages
13,863
Location
Orlando
  • Jul 19, 2018
  • #933
JungleSkip said:
Agreed. We would have had 20 years of Simpsons at that point. Springfield has probably already paid for itself 10x over at this point. I'll be sad to see it go when the time comes, but it'll probably be time after another decade.
Click to expand...
Bring back the International Food and Film Festival! I hate having to walk all the way to Comic Strip Cafe for my terrible theme park Chinese Food!
 
  • Like
Reactions: DrakeParker, jtsalien and Disneyhead
Andysol

Andysol

Webslinger
Joined
Jun 21, 2016
Messages
3,861
Age
41
  • Jul 19, 2018
  • #934
Disneyhead said:
I believe Uni has The Simpson's until 2027 or 2028. I don't see them renewing at that point regardless of who owns the IP.
Click to expand...

JungleSkip said:
Agreed. We would have had 20 years of Simpsons at that point. Springfield has probably already paid for itself 10x over at this point. I'll be sad to see it go when the time comes, but it'll probably be time after another decade.
Click to expand...

Thanks for the dates Dave. And I agree with you both. That ride is going to be a living hell by 2024ish. No money invested in it, biding time as they know it's gone, etc.

The sooner it goes, the better.

AliciaStella said:
buy the whole kitten caboodle.
Click to expand...

Teebin said:
Geez, you really caused a record scratch sound in my brain typing it that way. I love cats but...
Click to expand...

Lol.. that's because it should be "the whole kit and caboodle"
 
JungleSkip

JungleSkip

Veteran Member
V.I.P. Member
Joined
Feb 15, 2010
Messages
22,245
Location
The Mushroom Kingdom
  • Jul 19, 2018
  • #935
Andysol said:
Thanks for the dates Dave. And I agree with you both. That ride is going to be a living hell by 2024ish. No money invested in it, biding time as they know it's gone, etc.

The sooner it goes, the better.
Click to expand...

If they had built an actual dark ride when they got the rights, I could see Uni trying to renegotiate the contract. But as-is? Not worth it in the slightest, especially as the Simpsons will (sadly) become more and more irrelevant.
 
  • Like
Reactions: Disneyhead and Andysol
Alicia

Alicia

Superstar
V.I.P. Member
Joined
Jul 17, 2014
Messages
13,863
Location
Orlando
  • Jul 19, 2018
  • #936
JungleSkip said:
If they had built an actual dark ride when they got the rights, I could see Uni trying to renegotiate the contract. But as-is? Not worth it in the slightest, especially as the Simpsons will (sadly) become more and more irrelevant.
Click to expand...
Keep the same ride system, replace it with Rick & Morty. It'll be like BttF returning. Sorta.
 
  • Like
Reactions: TheGentTrent and Robert Bliss
JungleSkip

JungleSkip

Veteran Member
V.I.P. Member
Joined
Feb 15, 2010
Messages
22,245
Location
The Mushroom Kingdom
  • Jul 19, 2018
  • #937
AliciaStella said:
Keep the same ride system, replace it with Rick & Morty. It'll be like BttF returning. Sorta.
Click to expand...

Just bring back Futuristic World of Hannah Barbara and stick it in there. haha
 
  • Like
Reactions: jtsalien
Paulio

Paulio

Jurassic Ranger
Joined
Apr 28, 2016
Messages
1,552
Age
32
Location
Northern California
  • Jul 19, 2018
  • #938
Oh well, I guess this is really it. This happened twice in a row for the almost 8 months. This is all fun and games for Comcast knowing they don't have the money and funding to bid for Fox while at the same time acquiring Sky. While this is good news for Disney and Fox, not so much for the local cinemas and journalists.
 
Last edited: Jul 19, 2018
Z

zg44

Minion
Joined
Jun 5, 2017
Messages
944
Age
81
  • Jul 19, 2018
  • #939
Joe said:
I agree, consumers lose in the long run. Lack of competition, reduction in spending in parks, reduction in movies, etc.
Click to expand...
Paulio said:
Oh well, I guess this is really it. This happened twice in a row for the almost 8 months. This is all fun and games for Comcast knowing they don't have the money and funding to bid for Fox while at the same time acquiring Sky. While this is good news for Disney and Fox, not so much for the local cinemas and journalists.
Click to expand...
I do think that theaters (especially smaller chains) are going to face more problems now that Disney will have consolidated the Marvel movies to a large degree and added Avatar to their group of blockbusters (though we have to see how Avatar does).

As far as other properties goes, the biggest win here for Disney is Star India and getting majority control of Hulu. I'm less concerned here about everything else (FX, National Geographic, Fox's television/movie studio, etc.). I don't know that the rest of those properties is worth the huge premium that the assets are going for, especially given that Disney is being forced to sell the most valuable piece: the Fox RSNs whose content would have been a huge boost for their ESPN streaming service.


Taking a closer look at Fox's movie business, we can assume that Fox Searchlight/Fox 2000 will be safe given that Disney doesn't have a prestige filmmaker at this point (either way they aren't that profitable so it's not a big deal).

That brings us to the meat of the movie business, Fox's biggest franchises: Avatar and Marvel are the only clearly healthy franchises that they have.

Among the rest of their franchises: Aliens, Planet of the Apes, Kingsman, Die Hard, Alvin and the Chipmunks, Night at the Museum, Independence Day, Home Alone, Taken, Maze Runner, Percy Jackson, Ice Age, Rio. If you look at the rest of those franchises, most are nowhere near their "peak" and need to be completely rebooted (which it remains to be seen whether Disney would even choose to do). Kingsman has another movie coming out, but if you look at the rest, most have newer projects unconfirmed or cancelled and the most recent iterations performed poorly.


Avatar is the most valuable of their franchises by far given that it has 4 more movies coming out and no matter how 3-5 do, #2 is likely to pay for all 4 anyway given enough people just checking on #2 as people that have seen #1.


Marvel's future is something of a questionmark. Disney already produces 3 Marvel movies a year..., they certainly won't go up to 6. That means, at most we see 3-4 Marvel movies a year with X-Men/FF replacing heroes whose ~3 solo movies are completed. If that is what happens, that's a big win for Sony and Warner because it means the X-Men/FF are removed as competitors for Sony's Spiderverse and the DCEU.

So while I do think there are valid concerns here, the fact that most of Fox's movie franchises are unhealthy to begin with is something that reduces the overall value. I think if Comcast were the purchaser, they'd pursue trying to "fix" those unhealthy franchises a lot more than Disney would given Disney already has their own massive set of franchises that take up space on the calendar. In a general sense, this just opens up more spaces on the calendar for Universal, Warner, Paramount, and Sony for their blockbusters if only the Avatar films are being kept on Fox's original schedule. That's a win for those 4 studios as they try to introduce new blockbusters.
 
  • Like
Reactions: jtsalien, Paulio, Mad Dog and 1 other person
Paulio

Paulio

Jurassic Ranger
Joined
Apr 28, 2016
Messages
1,552
Age
32
Location
Northern California
  • Jul 19, 2018
  • #940
zg44 said:
I do think that theaters (especially smaller chains) are going to face more problems now that Disney will have consolidated the Marvel movies to a large degree and added Avatar to their group of blockbusters (though we have to see how Avatar does).

As far as other properties goes, the biggest win here for Disney is Star India and getting majority control of Hulu. I'm less concerned here about everything else (FX, National Geographic, Fox's television/movie studio, etc.). I don't know that the rest of those properties is worth the huge premium that the assets are going for, especially given that Disney is being forced to sell the most valuable piece: the Fox RSNs whose content would have been a huge boost for their ESPN streaming service.

Taking a closer look at Fox's movie business, we can assume that Fox Searchlight/Fox 2000 will be safe given that Disney doesn't have a prestige filmmaker at this point (either way they aren't that profitable so it's not a big deal).

That brings us to the meat of the movie business, Fox's biggest franchises: Avatar and Marvel are the only clearly healthy franchises that they have.

Among the rest of their franchises: Aliens, Planet of the Apes, Kingsman, Die Hard, Alvin and the Chipmunks, Night at the Museum, Independence Day, Home Alone, Taken, Maze Runner, Percy Jackson, Ice Age, Rio. If you look at the rest of those franchises, most are nowhere near their "peak" and need to be completely rebooted (which it remains to be seen whether Disney would even choose to do). Kingsman has another movie coming out, but if you look at the rest, most have newer projects unconfirmed or cancelled and the most recent iterations performed poorly.

Avatar is the most valuable of their franchises by far given that it has 4 more movies coming out and no matter how 3-5 do, #2 is likely to pay for all 4 anyway given enough people just checking on #2 as people that have seen #1.

Marvel's future is something of a questionmark. Disney already produces 3 Marvel movies a year..., they certainly won't go up to 6. That means, at most we see 3-4 Marvel movies a year with X-Men/FF replacing heroes whose ~3 solo movies are completed. If that is what happens, that's a big win for Sony and Warner because it means the X-Men/FF are removed as competitors for Sony's Spiderverse and the DCEU.

So while I do think there are valid concerns here, the fact that most of Fox's movie franchises are unhealthy to begin with is something that reduces the overall value. I think if Comcast were the purchaser, they'd pursue trying to "fix" those unhealthy franchises a lot more than Disney would given Disney already has their own massive set of franchises that take up space on the calendar. In a general sense, this just opens up more spaces on the calendar for Universal, Warner, Paramount, and Sony for their blockbusters if only the Avatar films are being kept on Fox's original schedule. That's a win for those 5 studios.
Click to expand...

Yeah, local cinemas and journalists are totally getting screwed a lot more with this deal, because of Disney's already leveraging unethical conditions over the local theaters, and their bullying towards journalists like what happened to the L.A. Times last year. 40% of the BO market share for Disney/Fox merger isn't something the local cinemas are gonna walk away very easily, so I can see dozens of theaters might be dropping out of the deal to avoid being leveraged harshly, but losing lots of money that way too. But seriously, the DOJ under the Trump administration is already shown to be biased in some way. A week after AT&T-TW got approved to be merged, they approved the Disney/Fox deal (which is odd and fast) and declared it to be a victory for our nation's consumers while at the same time, decrying the AT&T-TW deal as harmful to such consumers, even though the merger is vertical and less of an issue than horizontal like Disney/Fox is.

Disney will own 39% of Sky even if Comcast wins the 61% of the asset, meaning they will have a bargaining chip, so that doesn't seem like there's much more room for Comcast to use it from. I don't consider that an unconditional victory for Comcast, even though Sky would profit the company in the long run. Getting Hulu is the biggest victory for Disney, now they're gonna have a chance to launch its own kid-friendly streaming service while putting most of the mature shows in Hulu. I do have to recall the fact the Planet of the Apes is well profitable and well-regarded among fans and critics so I still considered that a blockbuster hit along with Avatar. I would like to add since Disney will be the owner of The Simpsons, Family Guy, Archer, American Dad, and other adult-animated shows, along with Paramount (Beavis & ButtHead and South Park), Sony (Boondocks), and Warner Bros. (e.g. Rick and Morty), this leaves Universal the only major studio not to have any of these kind of genre.

I also doubt Disney might use Fox Searchlight Pictures properly, otherwise, they'd still be using Touchstone Pictures for these type of independent movies instead, let alone R-Rated movies. When Disney produced R-rated movies, it was at the time, where they don't have Marvel and Star Wars movies. Right now, they're currently focusing in animated and blockbuster movies for almost a decade, as they make billions off them, and they might shuffle some of the Fox movies to fit in their time-slot for more of its already-acquired movies. Comcast might use Fox Searchlight Pictures for the U.S. setting, as Focus Features is currently being focused on movies set in the UK, and has produced plenty of diverse movies. USA Network's only saving grace is Mr. Robot, but that's about it, since network nowadays doesn't have a variety of new shows, as much I have with Freeform and FX Networks.

Theme park wise, this will leave American Horror Story in doubt whether they can be used for HHN, and Alien is out of the question too since Disney will own the Alien property, hence the theme park rights itself , and Disney doesn't have an adult-oriented Halloween event like Universal's HHN and Knott's Scary Farm have. The good thing for Universal is that X-Men and F4 are still at Marvel Super Hero Island due to the no-date ending 1994 contract so that's out of the question for WDW, but Disney parks around the world can still use them in the next couple of years once the Disney-FOX deal is done. However, if we expected to see Family Guy and Archer at a Disney park, then there's fat chance they might appear, as their shows doesn't fit well for kid-friendly Disney parks (where such IPs are suitable at Universal, like they have with The Simpsons).
 
Prev
  • 1
  • …

    Go to page

  • 45
  • 46
  • 47
  • 48
  • 49
  • …

    Go to page

  • 70
Next
First Prev 47 of 70

Go to page

Next Last
You must log in or register to reply here.
Share:
Facebook X Bluesky LinkedIn Reddit Pinterest Tumblr WhatsApp Email Share Link

Book with our Travel Partners

MEI Travel

Latest posts

  • Mike S
    Nintendo Switch 2
    • Latest: Mike S
    • 27 minutes ago
    Games, Movies & Sports
  • OrlLover
    SeaWorld Orlando's Future Plans
    • Latest: OrlLover
    • 35 minutes ago
    SeaWorld Orlando
  • Itsprettycurz3d
    Halloween Horror Nights 34 (UOR) - Speculation & Rumors
    • Latest: Itsprettycurz3d
    • Today at 6:11 PM
    Halloween Horror Nights 34
  • DTH
    Halloween Horror Nights 2025 (USH) - Speculation & Rumors
    • Latest: DTH
    • Today at 5:57 PM
    Halloween Horror Nights 2025
  • BriefCasey
    Universal Fan Fest Nights - Coming 2025
    • Latest: BriefCasey
    • Today at 5:50 PM
    Universal Studios Hollywood Events

Share this page

Facebook X Bluesky LinkedIn Reddit Pinterest Tumblr WhatsApp Email Share Link
  • Forums
  • Miscellaneous
  • Games, Movies & Sports
  • Style variation
    System Light Dark
  • Contact us
  • Terms and rules
  • Privacy policy
  • Help
  • Home
  • RSS
Community platform by XenForo® © 2010-2025 XenForo Ltd.
  • This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
    By continuing to use this site, you are consenting to our use of cookies.
    Accept Learn more…
Back
Top