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☀️DISNEY close to INDIA deal, as HULU purchase looms, per report
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The Wakeup

☀️DISNEY close to INDIA deal, as HULU purchase looms, per report

VERIZON kicks off Cordcutting season / SPOTIFY turns a 💰 corner / PAR shifts 2024 slate

Sean McNulty's avatar
Sean McNulty
Oct 24, 2023
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The Ankler.
☀️DISNEY close to INDIA deal, as HULU purchase looms, per report
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Mornin! This is Sean McNulty (connect with me on LinkedIn here if ya like), and here’s the Hollywood + Media news to know on TUESDAY Oct. 24, 2023.

Where a congrats goes out to the TEXAS RANGERS, whose 11-4 win over the HOUSTON ASTROS last night moved the RANGERS on to the World Series, starting this Friday.

We’ll find out tonight whom they’ll play - winner of the PHILLIES vs. AZ DIAMONDBACKS game at 8 p.m. on TBS/MAX moves on.

The big winners either way? WBD & FOX, as this was the first time in 19 years that both League Championship series went 7 games 💰.

the Accounting group inside Zaz’s office today. via Giphy

BUT: Americans fell behind on their car payments in September at the highest rate in 30 years, as the % of subprime auto borrowers at least 60 days past due on their loans rose to 6.11%.

ALSO: Sending a good thought out as SAG & AMPTP negotiations pick up again today.

PLUS: HBO Hard Knocks will follow the MIAMI DOLPHINS for their in-season edition of the show to come this year. Tua - watch those ankles buddy.

AND: NETFLIX is reportedly looking to bundle its ad tier in some offerings from US & UK satellite TV providers and TV manufacturers (folks potentially such as VIZIO etc), as it looks for new ideas to solve its scale issue with advertisers, according to Digiday.

  • The UK ad-tier reportedly has 700k subs, and has been adding them at a 100k a month clip.

I dove into the state of the NETFLIX ad tier, and the two very different tactics that NETFLIX and AMAZON are taking toward ads that are going to reshape the landscape of this business starting in Q1, with someone who talks to Madison Avenue leaders often on these topics - The Information’s Sahil Patel, on the latest Ankler podcast.

The Ankler.
Streaming's Next 'Tooth and Nail' Fight
Listen now (58 mins) | Netflix and Amazon jumped on the ad-tier bandwagon (albeit with different strategies) as the promise of infinite subscriber growth stalled out. “It’s an exciting time to be in streaming advertising, but it’s going to be like fighting tooth and [nail] to carve out your space,” says…
Listen now
2 years ago · 10 likes · Richard Rushfield, Elaine Low, and Sean McNulty

IN TODAY’S EDITION:

  • With a large looming payment to a certain cable company… DISNEY looks to cash-out with INDIA biz.

  • SPOTIFY benefits from price hikes and cost cuts - a look into its Q3 books to see what’s up, and what’s ahead.

  • PARAMOUNT slides MI:7 part two out of 2024 due to the strikes, plus more slate adjustments.

  • VERIZON kicks off Q3 #cordcutting season

  • LGF picks up another action pic, as AMC extends Blackberry.

  • LeBron, Peyton and Obama team up, plus the latest sports TV ratings numbers of note and more on a busy Tuesday.


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📽 THE SILVER SCREEN

well. eventually. via Giphy

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