21st Century Fox, every mention
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Verbatim, from the transcripts: the passages where 21st Century Fox comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 3:00:31 David Rosenthal But the very next day, Disney stock drops 10%, and over the next couple days, Fox, Time Warner, and Discovery all experienced similar drawdowns, and Viacom, which people view as even more indexed to
- ▶ 3:12:14 David Rosenthal And Rupert says that he and Fox are obviously going through the same strategic reviews and exercises as Disney and every other media company.
- ▶ 3:12:22 David Rosenthal And Rupert has concluded that the best path forward for Fox is to combine with Disney and lend its scale, its content, and its efforts to Disney's first party streaming service to compete with Netflix.
- ▶ 3:12:40 Ben Gilbert Basically, Fox did an analysis and looked at everything that had a library value, you know, rewatchability, and they kind of looked at it and said, the highest and best use of a library over the coming decades is going to be on these…
- ▶ 3:13:10 Ben Gilbert They ran all the numbers and decided we don't really want to be in the streaming game over here at Fox.
- ▶ 3:13:43 David Rosenthal Now, you said Rupert and Fox ran some analysis on their library vis-a-vis streaming.
- ▶ 3:14:27 Ben Gilbert And its synergy value is actually a lot higher than the value is just to Fox.
- ▶ 3:14:47 David Rosenthal Disney will be acquiring all the entertainment and international assets of Fox.
- ▶ 3:15:53 Ben Gilbert Let's see if we can lob in a bid, even though Disney and Fox say they have a done deal.
- ▶ 3:16:12 Ben Gilbert That's a free nineteen billion for Fox shareholders because Comcast lobbed in the bid.
- ▶ 3:16:40 David Rosenthal Disney is able to pay down a lot of that purchase price pretty quickly through divestitures of Fox's regional sports networks, and then their stake in Sky, the British pay TV operator.
- ▶ 3:17:47 David Rosenthal Another big part of the strategic rationale for the deal and for the increased price was that Fox
- ▶ 3:18:08 David Rosenthal They end up merging them with Reliance in twenty-twenty-four in a deal that values them at only a fraction of what they value them in the Fox acquisition.
- ▶ 3:19:41 David Rosenthal The Fox assets coming in, and then they announce the price.
- ▶ 3:45:12 Ben Gilbert Like Hulu with Fox-like assets on it.
- ▶ 3:49:19 David Rosenthal And all that leads to February of this year, twenty-twenty-six, where Josh DeMauro, the head of Disney Parks and Experiences, is announced as the next Disney CEO, effective six weeks later in March, with Dana Walden, who came over from…
- ▶ 4:17:07 David Rosenthal Yeah, I mean, you could pick up Nintendo for less than the cost of Fox now.
- ▶ 4:21:11 Ben Gilbert I'm, I'm starting a spin co of Hulu and Fox assets campaign here.
- ▶ 4:30:50 David Rosenthal To our friends Ravi Nandan at A-Twenty-Four, Chase Carey at Liberty Media and Fox, and to Mitch Lasky at Benchmark.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 2:56:34 David Rosenthal December 2017, Disney acquires all of 21st Century Fox for, I think, about seventy billion dollars, inclusive of Star and all the operations in India and this contract.
- ▶ 2:56:56 Ben Gilbert Recall all the way back, there was the India subsidiaries of Fox and Disney merged and got the cricket deal pre-IPL, and now you have Disney and Fox globally merging.
- ▶ 3:01:20 David Rosenthal You have Star, Fox, News Corp, Disney coming in now and taking over.
- ▶ 3:02:05 David Rosenthal All the best practices of Fox and ESPN all throughout the world and bring them here to the IPL.