Disney CEO Bob Chapek xav kom muaj txhua yam ntawm Hulu, hais tias txoj hauv kev ntawm kev sib cog lus thaum ntxov yog me me

Disney CEO: Tus kingpin yuav yog peb lub lag luam streaming

Disney Tus Thawj Coj Tus Thawj Coj Bob Chapek tau hais tias nws yuav nyiam ua tus tswv Comcast 33% feem pua ​​​​ntawm Hulu "tag kis" tab sis lees paub qhov kev pheej hmoo ntawm kev cog lus ntxov yog "tsawg dua" raws li 2024 mus txog.

Chapek tau hais hauv kev xam phaj tshwj xeeb nrog CNBC's David Faber hnub Wednesday tias "Kuv xav tsis muaj dab tsi ntau dua li los daws qhov kev daws teeb meem rau kev pom zoo ntxov," "Tab sis qhov ntawd yuav siv ob tog los ua ib yam dab tsi uas muaj kev pom zoo."

Comcast muaj ib qho kev pom zoo uas twb muaj lawm nrog Disney muag nws cov neeg tsawg Hulu ceg txheem ntseeg thaum lub Ib Hlis 2024. Activist investor Dan Loeb tab tom thawb Disney kom nrawm ib daim ntawv cog lus kom nws tuaj yeem ua ke tag nrho Hulu nrog Disney +, tsim kom muaj "nyuaj pob" uas seamlessly tso cai rau cov neeg siv. saib cov ntsiab lus los ntawm ob qho kev pabcuam hauv ib daim ntawv thov.

Comcast CEO Brian Roberts tau hais rau hnub Wednesday nws kuj xav ua tus tswv Hulu yog tias Disney txiav txim siab muab cov kev pabcuam streaming rau muag.

"Hulu yog ib qho lag luam zoo heev. … Nws muaj cov ntsiab lus zoo heev thiab kuv ntseeg tias yog muag, muab tso rau muag, Comcast yuav txaus siab, ”Roberts tau hais hauv Goldman Sachs Communacopia lub rooj sib tham Wednesday.

Roberts tau hais ntxiv tias Comcast yuav nce rau kev sib tham txog kev muag khoom ntawm nws cov ceg txheem ntseeg ua ntej 2024 lub sijhawm kawg, tab sis nws nyob ntawm Disney los pib sib tham. Roberts tau hais tias "Kuv xav tias nws tau txais txiaj ntsig zoo heev, thiab koj paub, kuv paub tseeb tias peb cov tswv cuab koom nrog qhov kev ntseeg ntawd," Roberts hais.

"Tsis muaj ib qho kev ua si dawb huv, kev pabcuam streaming zoo heev muab tso rau hauv khw. Yog li kuv tsis paub tias kev lag luam pej xeem yog txoj hauv kev los txiav txim tus nqi. "

Tab sis, raws li CNBC tau tshaj tawm ua ntej lub hli no, Comcast cov thawj coj cia siab tias Disney yuav ua raws li nws txoj kev npaj yuav tawm Hulu.

Cov lus nug yuav tig mus rau tus nqi. Txoj hauv kev zoo tshaj plaws kom muaj nuj nqis Hulu yog txhawm rau txheeb xyuas qhov nws yuav muag rau hauv kev sib tw theoretical, Roberts tau hais rau hnub Wednesday ntawm lub rooj sib tham.

Chapek hais rau Faber lub xyoo no poob rau hauv pej xeem cov nqi ntawm Netflix yuav tsum muaj nyob rau hauv tus nqi muag khoom thaum kawg. Hauv daim ntawv cog lus 2019 Disney thiab Comcast tau kos npe tias lav qhov muag ntawm 33% feem pua ​​​​ntawm 2024, cov tuam txhab tau pom zoo rau pem teb tus nqi rau Hulu ntawm $27.5 billion.

"Muaj tus nqi pem teb ib yam nkaus, txoj cai?" Chapek hais. "Qhov twg, koj paub, tsis muaj feem cuam tshuam rau 18 lub hlis dhau los, thaum tseem muaj frothiness hauv kev lag luam streaming, tab sis tam sim no cov khoom tau zoo siab heev, cov nqi hauv pem teb zoo li ntau [tseem ceeb]."

Kev Tshaj Tawm: Comcast yog tus tswv ntawm NBCUniversal, cov tuam txhab niam txiv ntawm CNBC.

Tau qhov twg los: https://www.cnbc.com/2022/09/15/disney-ceo-bob-chapek-wants-to-own-all-of-hulu-says-chances-of-early-deal-are- slim.html