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Spectrum/Disney/ESPN - Suck for doing this

Lol okay guy. You keep going to see alphabet characters in the Disney movies. I, like MANY others(facts, check the numbers) will continue to not watch the crap. Mm Kay?
Tell me you know you lost the argument without telling me you know you lost the argument.
 
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I lost the argument how? Like I’m trying to win an argument on a message board. LMAO. This guy.
You tucked tail and ram when presented with information that made your one point invalid and went with the equivalent of I’m rubber and your glue defense. You have posted awful frequently trying to make your point and plead your case for someone not trying to win an argument on a message board. LMAO. This guy.
 
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You tucked tail and ram when presented with information that made your one point invalid and went with the equivalent of I’m rubber and your glue defense. You have posted awful frequently trying to make your point and plead your case for someone not trying to win an argument on a message board. LMAO. This guy.
Ummm no I didn’t. I’ve already asked him to explain where Disney is getting all this money from. Any answer other then the parks is flat out wrong. Quit stalking to me too.
 
Ummm no I didn’t. I’ve already asked him to explain where Disney is getting all this money from. Any answer other then the parks is flat out wrong. Quit stalking to me too.
So you were trying to win an argument on a message board which is in direct conflict to your statement before. He also told you where Disney is getting its money from and it’s not just the parks. You make the claim it’s just from the parks so it’s up to you to back it up.
 
So you were trying to win an argument on a message board which is in direct conflict to your statement before. He also told you where Disney is getting its money from and it’s not just the parks. You make the claim it’s just from the parks so it’s up to you to back it up.
Did I have relations with your wife? Who are you? Leave me alone. Quit following me thread to thread. I promise you, your opinion of me means very little to me.
 
Did I have relations with your wife? Who are you? Leave me alone. Quit following me thread to thread. I promise you, your opinion of me means very little to me.
I have responded to you knowingly in one thread. This one. My opinion means enough for you to continue to respond.
 
I’m dropping them before next weekends games. I missed our opener and I don’t want to miss Alabama/Texas next Saturday
We've been loyal Spectrum (previously Time Warner) customers since 2000. Over the years, our cable bill progressively increased in price to over $350/mo for "everything".

Spectrum-Disney conflict proves enough is enough. Google Fiber drop sits less than 100 feet from our front door. We're cutting cord in stages during next few weeks. Major reason for maintaining Spectrum service has been email address. Plan on obtaining credits from Spectrum for no SECN service over weekend. Going with bare-bones Spectrum broadband service ($49/mo) by beginning of October, and Google Fiber/DirecTV or YouTube for remainder.

Enough is enough.
 
We've been loyal Spectrum (previously Time Warner) customers since 2000. Over the years, our cable bill progressively increased in price to over $350/mo for "everything".

Spectrum-Disney conflict proves enough is enough. Google Fiber drop sits less than 100 feet from our front door. We're cutting cord in stages during next few weeks. Major reason for maintaining Spectrum service has been email address. Plan on obtaining credits from Spectrum for no SECN service over weekend. Going with bare-bones Spectrum broadband service ($49/mo) by beginning of October, and Google Fiber/DirecTV or YouTube for remainder.

Enough is enough.
I think you can keep your email address. Not 100 percent positive tho.
 
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I've also heard various services exist that auto-forward email. Also checking into it.
You can create a new email and go into the settings of your spectrum email and you can set it up to forward to your new address. Is that what you were talking about?
 
We've been loyal Spectrum (previously Time Warner) customers since 2000. Over the years, our cable bill progressively increased in price to over $350/mo for "everything".

Spectrum-Disney conflict proves enough is enough. Google Fiber drop sits less than 100 feet from our front door. We're cutting cord in stages during next few weeks. Major reason for maintaining Spectrum service has been email address. Plan on obtaining credits from Spectrum for no SECN service over weekend. Going with bare-bones Spectrum broadband service ($49/mo) by beginning of October, and Google Fiber/DirecTV or YouTube for remainder.

Enough is enough.
Why do you need the Google Fiber, though?

And it's time to untether your email from Spectrum. An email address is free. No point in paying lots of money for one.
 
You can create a new email and go into the settings of your spectrum email and you can set it up to forward to your new address. Is that what you were talking about?
Why do you need the Google Fiber, though?

And it's time to untether your email from Spectrum. An email address is free. No point in paying lots of money for one.
1. No real need for Google Fiber except blazing speed. 1 GB down = $70/mo; 2 GB down = $100/mo. DirecTV packages start at $99-$109. I'll research YouTube TV a little more.

2. Yes, mail forwarding is easy with one exception: Former ISP shuts you down after complete disconnect. I have no problem switching immediately. Wife, on the other hand, is bound to the legacy email addy from ISP. We'll plan for 2-month transition period.
 
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1. No real need for Google Fiber except blazing speed. 1 GB down = $70/mo; 2 GB down = $100/mo. DirecTV packages start at $99-$109. I'll research YouTube TV a little more.

2. Yes, mail forwarding is easy with one exception: Former ISP shuts you down after complete disconnect. I have no problem switching immediately. Wife, on the other hand, is bound to the legacy email addy from ISP. We'll plan for 2-month transition period.
Set up her new email and transfer address book to it. Set up a mass mailing to all contacts with new email and asks them to update the info. Post new email on FB for friends only just in case you miss someone. Forward all emails from old address to new address to help make sure nothing gets missed when changing. The only hassle would be updating info for bills or other things (apps, restaurant rewards etc).
 
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Disney thinks they have all the leverage which is why they pulled the service. Hope you're right and this bites them but guess we will see
One thing to consider in this. When Spectrum pulled the games... Disney was being paid advertising money for those viewers. Spectrum isn't going to have to reimburse those advertisers. Disney is.
 
Or you’re a conservative who takes the time to do their homework.

Disney isn’t Bud Light and what’s happening to Bud Light isn’t relevant to what’s happening at Disney. They’re not even remotely close.

Disney’s issues aren’t political and the facts and financials back that up.

If you want to make everything you see political, then I’d suggest you head over to the political thread on the Paddock. That’s the purpose of that thread.
To be fair. Most of their problems aren't political.... but they are exacerbating the probems by being political. Like some said earlier... Disney has soooo much revenue they basically can't go wrong. Their problem is that they made 2 huge business mistakes at the same time they decided to piss off half their customers. They honestly could have pissed that half off if they didn't have D+ and the Hulu deal. They could have rode it out.
 
Tell me the culture war thing excites you without telling me it excites you.

First, there is no demise of Disney. If you actually think Disney will cease to exist soon then you're in a bubble that just isn't reality. Second, Disney requires content for their platform. Some of that content, like The Mandalorian, works. Other content, such as that awful looking Hulk lawyer series, doesn't. Same with Max. There's an awful looking love on an island reality show on there. Would that exist if HBO was just HBO and didn't have a streaming service that needed constant content? No. Third, my guess is Disney has been "woke" (whatever that term even means now) for generations. It's pretty clear the content they're putting out currently isn't working, because it apparently sucks. Disney hit a grand slam with the Marvel stuff and now they need to hit the reset button and come up with better ideas. Fourth, you sound pretty upset and I'm not sure exactly why. You're putting a lot of emotion into the topic of Disney. Just maybe enjoy your Labor Day weekend and stop looking for corporate enemies.

We've all got personal predictions, but the amount of "hahaha Disney is going under hahaha" prediction by some on this site is sorta weird and again, just isn't reality. It's like saying Taylor Swift won't be famous in two years. I mean, okay. Doubtful, but okay.
Dude. Just tap out on this. You don't know the facts and its cringe. Just back up what UKcincy is saying because he knows the numbers even if he disagrees with specifics. Disney+ lost 12 million viewers. LOST....

DIsney hitting a grand slam on the Marvel stuff.... Capt America, Thor, Hulk, Iron Man... tier 1 or 2 heroes. Always sold well for decades. Stan Lee is dead. The Marvel crew that made sure stuff made since got fired after he died. James Gunn came up with the outline for the infinity Stones in 3 hours because he read the comics... He's gone. Marvel actively hires people who haven't read the comics because they feel that's limiting. So when you say they did Marvel well 10 years ago.... It's soooooo over. It's like saying Bama was good afte Bear died. Just keep on just like they did because its Bama and Bear had zero to do with it.

Nobody knows or cares about Ironheart or echo. These are class D or F heroes in the universe and they are only being brought up because of the descriptions.
 
The only reason Disney is “profitable” is because of the parks. Look it up. Even those aren’t doing as well as they once were. Especially with DeSantis putting his foot up their ass in Florida.

Disney is losing 10’s and 100’s of millions of $ on their shit movies. I mean, the data is out there. And nobody said Disney is gonna go under, at least I didn’t but they are losing a shit ton of revenue and that’s just facts man.

I really don’t care that much about Disney or what happens to it honestly. I just don’t watch.

And to the fella that said I like the “culture wars” or whatever he said. If you mean if I like it that it finally got to a point that Americans are finally acting like Americans and sticking up for their beliefs/values and taking their country back from the socialist/Communist, the alphabet community and other protestors, you are got damn right I am and will never apologize for it.

Also, maybe instead of Bud Light, I should have went with Target. Get political and make a product people don’t like, you lose money. That equals Disney at the moment. Once again, facts.
This... and to add its the hotels and cruise ships. Those 3 things used to make soooo much money that Kathleen Kenedy could lose $200million on a movie and it didn't matter. That was what got me looking into this. I couldn't understand how she was still the head of Lucas Film when you look at the collapse of that part of the co. But it's because they had tons of cash coming in from other areas.
 
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We've been loyal Spectrum (previously Time Warner) customers since 2000. Over the years, our cable bill progressively increased in price to over $350/mo for "everything".

Spectrum-Disney conflict proves enough is enough. Google Fiber drop sits less than 100 feet from our front door. We're cutting cord in stages during next few weeks. Major reason for maintaining Spectrum service has been email address. Plan on obtaining credits from Spectrum for no SECN service over weekend. Going with bare-bones Spectrum broadband service ($49/mo) by beginning of October, and Google Fiber/DirecTV or YouTube for remainder.

Enough is enough.
Dam dude. Call me.... I can get you tv much cheaper. LOL.
 
This thread got weird AF.
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Dude. Just tap out on this. You don't know the facts and its cringe. Just back up what UKcincy is saying because he knows the numbers even if he disagrees with specifics. Disney+ lost 12 million viewers. LOST....

DIsney hitting a grand slam on the Marvel stuff.... Capt America, Thor, Hulk, Iron Man... tier 1 or 2 heroes. Always sold well for decades. Stan Lee is dead. The Marvel crew that made sure stuff made since got fired after he died. James Gunn came up with the outline for the infinity Stones in 3 hours because he read the comics... He's gone. Marvel actively hires people who haven't read the comics because they feel that's limiting. So when you say they did Marvel well 10 years ago.... It's soooooo over. It's like saying Bama was good afte Bear died. Just keep on just like they did because its Bama and Bear had zero to do with it.

Nobody knows or cares about Ironheart or echo. These are class D or F heroes in the universe and they are only being brought up because of the descriptions.
Disney+ lost 12 million subscribers because they lost the broadcast rights to India Premier League Cricket matches. Basically all of Disney+ subscriber losses were in India.

In the US and Canada, Disney only lost 300 thousand subscribers after taking a sizable price increase. That’s a subscriber decrease in the US/Canada of less than 1% after raising prices 20% to 27% depending upon which version of Disney+ you were subscribing to. If people were fleeing Disney because of politics, those subscriber losses in the US would’ve been significantly higher, especially after the price increase.

This goes to show how important live sports are as they are the best driver of subscriptions. It’s why ESPN has traditionally had so much leverage over cable companies.
 
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Disney+ lost 12 million subscribers because they lost the broadcast rights to India Premier League Cricket matches. Basically all of Disney+ subscriber losses were in India.

In the US and Canada, Disney only lost 300 thousand subscribers after taking a sizable price increase. That’s a subscriber decrease in the US/Canada of less than 1% after raising prices 20% to 27% depending upon which version of Disney+ you were subscribing to. If people were fleeing Disney because of politics, those subscriber losses in the US would’ve been significantly higher, especially after the price increase.

This goes to show that how important live sports are as they are the best driver of subscriptions. It’s why ESPN has traditionally had so much leverage over cable companies.
I know. I am watching this stuff dude. We agree on tons of this. I just think some of these people are wanting to pretend Disney doesn't have any problems because of politics. It comes down to parks and hotels. If people quit going because of price increases or because tinker bell is a dude with a beard... what does it matter? They aren't going back.

Trust me... I could go really nerdy on you about the imagineers and Lassiter but most people won't look that far.

I need to look up that thesis on Disney cutting itself in half and still being worth the same amount of money.

But what people are skipping past is that Disney has 2 online subscription services that they have spent over $11 billion on. They are in talks to sell rights to Amazon for ESPN games. Why would they sell rights to their competitor if they were HEALTHY? ... I'll put in my theory... They know they can't afford the next contract and need a partner really bad.

It still comes down to what the HULU arbitration comes out to. If Disney gets it at close to $9 billion then they have flexibility to do some stuff. If it's $20 billion... that everyone is saying is fair market value.... They are going to have to scramble and lots of weird stuff could happen.
 
I know. I am watching this stuff dude. We agree on tons of this. I just think some of these people are wanting to pretend Disney doesn't have any problems because of politics. It comes down to parks and hotels. If people quit going because of price increases or because tinker bell is a dude with a beard... what does it matter? They aren't going back.

Trust me... I could go really nerdy on you about the imagineers and Lassiter but most people won't look that far.

I need to look up that thesis on Disney cutting itself in half and still being worth the same amount of money.

But what people are skipping past is that Disney has 2 online subscription services that they have spent over $11 billion on. They are in talks to sell rights to Amazon for ESPN games. Why would they sell rights to their competitor if they were HEALTHY? ... I'll put in my theory... They know they can't afford the next contract and need a partner really bad.

It still comes down to what the HULU arbitration comes out to. If Disney gets it at close to $9 billion then they have flexibility to do some stuff. If it's $20 billion... that everyone is saying is fair market value.... They are going to have to scramble and lots of weird stuff could happen.
They’re exploring selling ESPN because cord cutting has upended the revenue model for Linear TV. This is a problem that people have seen coming for the past 5-7 years and it has nothing to do with politics.

Cable kept getting more and more expensive, and when services like Netflix made streaming attractive enough, people starting cancelling cable and satellite TV. There’s no future in the TV business for Disney, particularly for ESPN, unless they can transition it to a streaming model and convince sports fan to pay at least $30 per month.

That’s problematic because ESPN has traditionally provided a disproportionate share of Disney’s profits. Disney was able to afford doing things like purchasing Lucasfilm and Fox in large part due to the profits generated by ESPN. Now ESPN’s fundamental model is being upended by cord cutting. ESPN is still profitable for Disney, but those profits under the current model are declining. It’s as simple as that.
 
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They’re exploring selling ESPN because cord cutting has upended the revenue model for Linear TV. This is a problem that people have seen coming for the past 5-7 years and it has nothing to do with politics.

Cable kept getting more and more expensive, and when services like Netflix made streaming attractive enough, people starting cancelling cable and satellite TV. There’s no future in the TV business for Disney, particularly for ESPN, unless they can transition it to a streaming model and convince sports fan to pay at least $30 per month.

That’s problematic because ESPN has traditionally provided a disproportionate share of Disney’s profits. Disney was able to afford doing things like purchasing Lucasfilm and Fox in large part due to the profits generated by ESPN. Now ESPN’s fundamental model is being upended by cord cutting. ESPN is still profitable for Disney, but those profits under the current model are declining. It’s as simple as that.
If ESPN would just go back to showing sports and paying a couple of folks a moderate amount of money to announce the game....they would be filthy rich.
I also don't get why a rival sports broadcasting company can't do the same dang thing for a lot less money.
 
They’re exploring selling ESPN because cord cutting has upended the revenue model for Linear TV. This is a problem that people have seen coming for the past 5-7 years and it has nothing to do with politics.

Cable kept getting more and more expensive, and when services like Netflix made streaming attractive enough, people starting cancelling cable and satellite TV. There’s no future in the TV business for Disney, particularly for ESPN, unless they can transition it to a streaming model and convince sports fan to pay at least $30 per month.

That’s problematic because ESPN has traditionally provided a disproportionate share of Disney’s profits. Disney was able to afford doing things like purchasing Lucasfilm and Fox in large part due to the profits generated by ESPN. Now ESPN’s fundamental model is being upended by cord cutting. ESPN is still profitable for Disney, but those profits under the current model are declining. It’s as simple as that.
That wouldn't affect them 5 years ago. Their problem is expenditures. Their revenues are going up but cash on hand is going down. And the amount of cash the Parks and hotel made would dwarf ESPN.

You asked in the other convo about them misrepresenting income... Well they have 3 lawsuits pending on falsely exaggerating their viewers. I didn't say it in that thread because it was still really hypothetical but now people are saying they were putting that massive influx of cash (outside investment) in 2019/2020 into backstopping these losses.

That $22 billion that they had to invest on growth is starting to be probed in lawsuits for paying off losses. what is the stock worth if they have been using investor money to pay Marvel, Lucas films and Disney studios for right to stuff that nobody was watching?

I watch YT channels of people that are pixey dust Disney followers. Even those people are pissed at Disney.
 
That wouldn't affect them 5 years ago. Their problem is expenditures. Their revenues are going up but cash on hand is going down. And the amount of cash the Parks and hotel made would dwarf ESPN.

You asked in the other convo about them misrepresenting income... Well they have 3 lawsuits pending on falsely exaggerating their viewers. I didn't say it in that thread because it was still really hypothetical but now people are saying they were putting that massive influx of cash (outside investment) in 2019/2020 into backstopping these losses.

That $22 billion that they had to invest on growth is starting to be probed in lawsuits for paying off losses. what is the stock worth if they have been using investor money to pay Marvel, Lucas films and Disney studios for right to stuff that nobody was watching?

I watch YT channels of people that are pixey dust Disney followers. Even those people are pissed at Disney.
I’d suggest you avoid getting news and analysis from YouTubers.

ESPN has been the engine of Disney’s growth for years. In 2013, prior to when cord cutting started to erode things, ESPN and the Disney Channel accounted for nearly 60% of Disney’s operating income.

In other words, in 2013, ESPN and the Disney Channel generated more profit than all of Disney’s other businesses combined. Cord cutting’s impact on ESPN has accelerated this year, but if you believe that the parks business dwarfs ESPN from a profit perspective, then you haven’t done your homework. Parks have generated more operating income than ESPN this year due to this acceleration in cord cutting, but it doesn’t dwarf it and Disney isn’t making moves because of where ESPN is today. They’re making moves because of where ESPN is heading.

And cord cutting, combined with rising sports rights costs, has been impacting ESPN since 2015. There have been 6 waves of layoffs at ESPN over the past 7 years because of it.
 
I’d suggest you avoid getting news and analysis from YouTubers.

ESPN has been the engine of Disney’s growth for years. In 2013, prior to when cord cutting started to erode things, ESPN and the Disney Channel accounted for nearly 60% of Disney’s operating income.

In other words, in 2013, ESPN and the Disney Channel generated more profit than all of Disney’s other businesses combined. Cord cutting’s impact on ESPN has accelerated this year, but if you believe that the parks business dwarfs ESPN from a profit perspective, then you haven’t done your homework. Parks have generated more operating income than ESPN this year due to this acceleration in cord cutting, but it doesn’t dwarf it and Disney isn’t making moves because of where ESPN is today. They’re making moves because of where ESPN is heading.

And cord cutting, combined with rising sports rights costs, has been impacting ESPN since 2015. There have been 6 waves of layoffs at ESPN over the past 7 years because of it.
As to stop getting news from YT.... I successfully shorted Disney stock twice in the last 16 months based on info from those guys. You and I just don't follow Disney like some of those wackos do. I watched them because of Star Wars and Marvel. It turned the last 2 years to start to show chinks in the amor. Cord cutting is a loss but isn't the worst thing affecting the co. HULU and Disney+ is what they did to cure cord cutting. You can't say cord cutting is a problem and ignore that the $11 billion they invested to fix it is a total failure...

You are pointing out the problem without pointing out that they failed to address it. Just take that next step.

I'lll add. I am not going to short Disney again because it didn't get a bump off the Q3 call. But I did buy Comcast stock because I think they are going to hang it in Igers ass if they can.
 
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Called Spectrum and got a $15 credit for the loss of ESPN for this month. Then I picked up Sling including SECN for $31 and I'll watch that through the fall. I'll probably cancel Spectrum after next month.
 
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The problem with cancelling Spectrum is that they also provide the internet service. When I called to cancel today they said that my internet is going to go up to 80 bucks from the 39 bucks I am paying right now. They will screw ya coming and going.
 
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