🍿 2022-09-20 14:03:00 - Paris/France.
Akunakukhanyelwa ukuba uHulu ligama elihlonitshwa kakhulu kushishino lokuzonwabisa. Ukusasaza, ibe yenye indawo yokuqala endaweni yobuvulindlela Netflix (NFLX 1,46%). Nangona kunjalo, uHulu akakho ngaphambili kwiingxoxo malunga nekamva lenkampani.
Kodwa mhlawumbi kufanele ukuba.
Oku koko kuvela kumazwana asanda kwenziwa ngu Walt Disney (DIS 0,85%) i-CEO uBob Chapek kunye Comcast (CMCSA -0,17%) inkokeli uBrian Roberts, kunjalo. Abaphathi abaphezulu abavela kuzo zombini iinkampani ezisebenzisana neHulu kutsha nje babonakalise umdla wokuba ngabanini beqonga losasazo ngokupheleleyo. Ukusasaza kunye nababhalisi bayo abazizigidi ezingama-46. Abaninizabelo kuyo nayiphi na inkampani banokufuna ukubeka iliso kweli bali liphuhlayo, njengoko uHulu ebonakala emele ithuba lokugqibela lokubamba ibango elibalulekileyo kwintengiso yevidiyo. Ukusasaza ekukhuleni okupheleleyo.
Kwaye konke oku kuza kwinqanaba elibalulekileyo lokukhula koshishino.
Yintoni efunwa nguDisney kaBob Chapek ngayo yonke into kaHulu
UBob Chapek waphinda wayishukumisa imbiza kwiveki ephelileyo. Ethetha no Goldman SachsKwinkomfa yeCommunacopia kunye neTekhnoloji eSan Francisco, i-CEO yeDisney yachaza umbono wokudibanisa iDisney + kunye neHulu kwinkonzo yokusasaza ephezulu. Ukusasaza emva 2024. Kulapho uWalt Disney uya kuba nethuba lokuthenga eyesithathu yeHulu elawulwa yiComcast ngoku. Xa la maqonga mabini emanyene, “ingxabano” ezijongana nezigidi zabathengi xa zihamba kuzo ziya kupheliswa ngokwethiyori; inkonzo entsha nayo iyakuyalela ixabiso eliphezulu lomrhumo kunalo naliphi na ilungu lodwa.
Isivumelwano (esinokubakho) ekuthethwa ngaso sacetywa ngo-2019, ngaphambi kokusungulwa kweDisney +, ngaphambi kokusungulwa kwe Ukufunyanwa kweWarner Bros.'s (WBD 3,30%) HBO Max, kwaye, ngokuphawulekayo, phambi kokuqaliswa kwe-Peacock ye-Comcast. Oku kwakuphambi kokuba ubhubhani we-COVID-19 uqhube ishishini Ukusasaza phambili. Asikokubaxa ukuba inkampani iye yaba nkulu kakhulu kunokuba nabani na ebelindeleke kwiminyaka emithathu eyadlulayo.
Imigaqo yesivumelwano icacile: Inika omabini amaqela ilungelo lokunyanzela ukuthengiswa kwe-Comcast encinci kwi-Disney ngo-2024, kodwa ayifuni ntengiso ukuba akukho qela liyifunayo. Ixabiso alibekwanga ematyeni kananjalo. Isivumelwano sichaza nje ukuba naliphi na ixabiso lokuthenga liya kusekelwa kwixabiso elifanelekileyo lemarike ye-Hulu ngelo xesha, kunye nexabiso elincinci le-27,5 yeebhiliyoni zeedola.
I-Chapek ikulungele ukwenza isivumelwano ngaphambi kowama-2024, nangona kunjalo. Kudliwanondlebe no-CNBC uDavid Faber emva komboniso weCommunacopia, isigqeba seDisney siqhubekile sachaza, "Andinakuthanda nto ngaphandle kokunika esi sisombululo kwisivumelwano esikhawulezayo" ukuthenga isahlulo sesithathu seComcast eHulu, kwaye wathi. inethemba lokuba la macala mabini angafikelela kwisivumelwano "ngomso."
I-CEO yeComcast uBrian Roberts ubona ithuba elifanayo
Nangona kunjalo, u-Comcast's Roberts akangxamanga ukwenza isivumelwano esinjalo kwaye usenokucinga ngokhetho olwahluke ngokupheleleyo. Ethetha kwinkomfa efanayo yeGoldman Sachs, u-Comcast's Roberts wathi ngokucacileyo, "Ndicinga ukuba i-Hulu yayithengiswa, iComcast iya kuba nomdla." » Ukwafuna ukubuza uluvo lwamva nje lweChapek ngokwexabiso lamaqonga orhwebo Ukusasaza basanda kuwa.
URoberts unokufuna nje ukunyusela ixabiso lemarike likaHulu phambi kwayo nayiphi na intengiso, esazi ukuba iDisney isenokusebenzisa ukhetho lwayo lomnxeba. Ngenxa yomdla wokunqongophala kweComcast kwiPeacock, nangona kunjalo, iComcast isenokuba ijonge ngokwenene indlela yokuthenga zonke iibrendi ezinkulu zeComcast. Ukusasaza.
Inkampani yeComcast i-NBCUniversal yazisa iqonga layo lokusasaza Ukusasaza I-Peacock phakathi ku-2020 kunye namathemba aphezulu, angazange abonakale. Inkampani yayinezigidi ezili-13 ezihlawula ababhalisi ekupheleni kukaJuni, okwenza enye yeenkonzo ezincinci ngokwemigaqo yobulungu. Nokubalwa nabasebenzisi ababukele inguqulelo yasimahla, exhaswa yintengiso, iPeacock inababukeli abazizigidi ezingama-27 kuphela ngenyanga. Iphinde ihlupheke ngokwentelekiso kwimpahla yale ilk. Ukongeza i-Hulu kumxube akuzisi kuphela abathengi abazizigidi ezingama-46 efoldeni, kodwa ikwanika iComcast i-asethi enesakhono esingcono sokwenza imali kunokuba kubonakala ngathi iPeacock inayo.
Iwotshi nayo iyatsho. Ehlabathini lonke, ngaphezulu kwe-20 yezigidi zeeakhawunti zeeakhawunti ezintsha Ukusasaza (umnatha) zadalwa kwikota yesibini yonyaka. Olu lolona kukhula lucothayo lwabathengi kushishino. Ukusasaza yazi ukusukela ngo-2019.
Olu luphawu lokugcwala, kunjalo. Ekujikeni. Oku kuthetha ukuba ukukhula kwexesha elizayo kwiinkampani zeendaba zokusasaza kuya kuza kancinci nangaphantsi ekukhuleni kwemarike kwaye kuya kuqhutywa ngokwandayo kukukhetha ngokubambisana kunye nentsebenziswano. Ukuqaphela oku kucotha, uRoberts kunye neChapek bazibeka kwindawo eya kuba lithuba labo lokugqibela lokulawula abathengi abazizigidi ezingama-46 Ukusasaza.
Icace gca ukuba iyaphi
Qhagamshela amachaphaza - iComcast ifuna ngokucacileyo iHulu ngaphezu kweDisney.
Uyabona, uWalt Disney naye ungumnini womnatha we-ABC, i-brand media yezemidlalo i-ESPN, ininzi yeepaki zemixholo kunye neendawo zokungcebeleka, kunye nokunye, zonke ziphumelele kwaye zinenzuzo. I-Walt Disney's Disney+ ngoku inababhalisi abaphantse babe zizigidi ezingama-94, singayibali inkonzo yayo yezizwe ngezizwe iHotstar. Ngokwenene, i Ukusasaza kuphela yenza malunga nesihlanu sengeniso yangoku yeDisney, kwaye kuphela malunga nesiqingatha sesihlanu esivela kuHulu. Ngokuchaseneyo, nangona iPeacock ithetha kancinci kwiComcast, ishishini elikhulu le-Broadband yeComcast liyacotha kwaye, ngokwamanani abathengi, ishishini layo le-TV yentambo liyaqhubeka nokuhla. Inkonzo ye Ukusasaza inomtsalane ngakumbi kunePeacock inokuba yile nto ifunwa yinkampani.
Njengoko izinto zimi, nangona kunjalo, esi sisiphumo (esininzi) esinokuba ncinane kakhulu. I-Disney enepokotho enzulu sele ingumnini weqonga le-Hulu kwaye iqhuba ngokupheleleyo. I-Chapek ilungile ukuba ukudibanisa i-Hulu kunye ne-Disney + kunokuba yinto enkulu ngokwentengiso, isenza ukuba isibonda sangoku seComcast sibe nexabiso eliliyalelayo kwiminyaka embalwa.
Konke oku kongeza esinye isizathu sokuba ube yi-bullish kwi-Disney, kunye ne-bullish encinci kwi-Comcast.
UJames Brumley ubambe izikhundla eWarner Bros. I-Discovery, Inc. I-Motley Fool ibambe kwaye indulule i-Goldman Sachs, Netflix kunye noWalt Disney. IMotley Fool icebisa uComcast kunye noWarner Bros. Discovery, Inc. kwaye icebisa ezi ndlela zilandelayo: elide January 2024 $145 iminxeba kwi Walt Disney kwaye elifutshane January 2024 $155 iminxeba Walt Disney. IMotley Fool inomgaqo-nkqubo wokuxela.
SOURCE: Uphonononga Iindaba
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