Comcast and Disney Move Up Hulu Sale Talks Date to Sept. 30, Roberts Claims Hulu Worth Well More Than $30 Billion

Comcast and Disney have moved up the timing of their talks to sell Comcast's stake in Hulu to September 30, with Comcast CEO Brian Roberts stating that the synergies around Hulu could be worth $30 billion.

variety.com

Relevant topic timeline:

8/10/2023

Disney+ is raising prices and cracking down on account sharing

Main topic: Disney announces price hike for Disney+ and Hulu, introduces bundle option and plans to address account sharing. Key points: 1. Disney+ premium tier and Hulu ad-free plan will be raised by $3, with Disney+ costing $13.99 and Hulu costing $17.99 per month. 2. A new Duo Premium subscription will be available for $19.99, bundling both ad-free tiers of Disney+ and Hulu. 3. Disney plans to launch the $8 ad-supported tier in Europe and Canada in November and will address account sharing by implementing new policies in 2024.

9/5/2023

ESPN, Disney commence push for Spectrum customers to sign up for Hulu

Disney and ESPN are urging Spectrum cable customers to sign up for Hulu with live TV in order to regain access to ESPN and other Disney channels, following a dispute between Charter Communications and Disney Entertainment that has resulted in blackouts for Spectrum customers.

9/6/2023

Comcast CEO Moves Up Hulu Stake Sale Timeline, Touts $30B-Plus Valuation

Comcast CEO Brian Roberts expects Disney to exercise its put option to acquire Comcast's minority stake in Hulu, with a likely valuation of just under $30 billion, and believes there will be significant interest from other potential buyers in an auction for the stake.

9/6/2023

Disney Says Charter Dispute Is Driving A 60% Increase In Hulu + Live TV Subscriptions Relative To Internal Expectations

Disney has experienced a 60% increase in Hulu + Live TV subscriptions since its carriage dispute with Charter began, offering a strategic option for Disney as it faces a threat to its annual affiliate fees from Charter.

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Posted 9/6/2023, 3:00:00 PM

Comcast and Disney Move Up Hulu Sale Talks Date to Sept. 30, Roberts Claims Hulu Worth Well More Than $30 Billion

variety.com

Relevant topic timeline:

8/10/2023

Disney+ is raising prices and cracking down on account sharing

9/5/2023

ESPN, Disney commence push for Spectrum customers to sign up for Hulu

9/6/2023

Comcast CEO Moves Up Hulu Stake Sale Timeline, Touts $30B-Plus Valuation

9/6/2023

Disney Says Charter Dispute Is Driving A 60% Increase In Hulu + Live TV Subscriptions Relative To Internal Expectations