DIS Shareholders and Stock Info ONLY

[RivShore]

Overpaying (in my opinion) for TCF was the key value destroyer there in my view, although they were faced with a tough set of options given the decline of linear TV. In 5-10 years that analysis might change if they are able to use those assets plus Hulu to drive a Netflix sized streaming operation.

I think it will prove to be an important and profitable buy for Disney. Just think about what would have happened if they didn't buy it back then - they would have been in a worse bidding war and would have ended up overpaying for WB, or whoever else came on the market. (Can't find it now, but I think there was a recent article posted here that made the argument that the Fox buy had paid for itself already.)

 

[clarker99]

My meaningless take is that Disney is using the linear side to subsidize the transition to streaming. It obv is not a popular decision with investors and Disney seems to be okay slow playing things. I am guessing Disney investor relations is very busy fielding questions and hearing all the opinions on the topic.

I think we need to look at Disney's streaming path and compare it to Netflix, who started a dozen years before Disney. Is there a realistic path to fully replace linear? It feels unlikely but a one point it never seemed like Netflix was gonna be profitable let alone drive $12B in operating income per year.

 

[Scalemaster34]

The gaming industry generates more revenue than music and film combined so it would normally be a pretty solid investment space. However, over the last year it’s become a super expensive space to be in mostly because of companies like Nvidia shifting their business model toward providing products to AI data centers rather than to gamers and companies that produce gaming consoles. It’s a pretty frustrating time to love video games. Licensing definitely makes more sense for the time being than acquiring a giant gaming company.

Solid Investment?

70% of games fail to break even...