Author Topic: FOXA - Twenty-First Century Fox Inc  (Read 40244 times)

Okonomen

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #90 on: January 20, 2020, 01:12:36 PM »
Does FOX still own the rights to all their series such as american dad, simpsons, family guy etc? Isn't this part of the entertainment revenue? Or dis DIS also get these content rights?

Disney owns Family Guy and Simpsons now, I would assume American Dad also.

In that case I don't understand why Fox mgmt then mentions all these cartoons as an opportunity in their entertainment segment?

From page 8 in the AR19: "FOX Entertainment. FOX Entertainment delivers high-quality scripted, non-scripted and live content. During the 2018-2019 broadcast season, FOX Entertainment primetime programming featured such series as 9-1-1, Bobís Burgers, Empire, Family Guy, The Orville, The Resident, The Simpsons and Star; unscripted series such as The Masked Singer, Hellís Kitchen, MasterChef Junior and 24 Hours to Hell and Back; and event specials such as a live production of Rent."


Spekulatius

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #91 on: January 20, 2020, 03:24:38 PM »
Does FOX still own the rights to all their series such as american dad, simpsons, family guy etc? Isn't this part of the entertainment revenue? Or dis DIS also get these content rights?

Disney owns Family Guy and Simpsons now, I would assume American Dad also.

In that case I don't understand why Fox mgmt then mentions all these cartoons as an opportunity in their entertainment segment?

From page 8 in the AR19: "FOX Entertainment. FOX Entertainment delivers high-quality scripted, non-scripted and live content. During the 2018-2019 broadcast season, FOX Entertainment primetime programming featured such series as 9-1-1, Bobís Burgers, Empire, Family Guy, The Orville, The Resident, The Simpsons and Star; unscripted series such as The Masked Singer, Hellís Kitchen, MasterChef Junior and 24 Hours to Hell and Back; and event specials such as a live production of Rent."

The cartoons that 21th century Fox used to produce still run in FOX channels, but the IP went to Disney with purchase of the studios. Fox now owns their own animation studio (Bento box) and intends to produce their own content going forward.
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Okonomen

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #92 on: January 20, 2020, 03:42:11 PM »
Does FOX still own the rights to all their series such as american dad, simpsons, family guy etc? Isn't this part of the entertainment revenue? Or dis DIS also get these content rights?

Disney owns Family Guy and Simpsons now, I would assume American Dad also.

In that case I don't understand why Fox mgmt then mentions all these cartoons as an opportunity in their entertainment segment?

From page 8 in the AR19: "FOX Entertainment. FOX Entertainment delivers high-quality scripted, non-scripted and live content. During the 2018-2019 broadcast season, FOX Entertainment primetime programming featured such series as 9-1-1, Bobís Burgers, Empire, Family Guy, The Orville, The Resident, The Simpsons and Star; unscripted series such as The Masked Singer, Hellís Kitchen, MasterChef Junior and 24 Hours to Hell and Back; and event specials such as a live production of Rent."

The cartoons that 21th century Fox used to produce still run in FOX channels, but the IP went to Disney with purchase of the studios. Fox now owns their own animation studio (Bento box) and intends to produce their own content going forward.

Thanks for the clarification. Can you provide a source to this information? Does that mean that fox donít earn a dime on their cartoons going forward?

Spekulatius

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #93 on: January 20, 2020, 04:00:41 PM »
Does FOX still own the rights to all their series such as american dad, simpsons, family guy etc? Isn't this part of the entertainment revenue? Or dis DIS also get these content rights?

Disney owns Family Guy and Simpsons now, I would assume American Dad also.

In that case I don't understand why Fox mgmt then mentions all these cartoons as an opportunity in their entertainment segment?

From page 8 in the AR19: "FOX Entertainment. FOX Entertainment delivers high-quality scripted, non-scripted and live content. During the 2018-2019 broadcast season, FOX Entertainment primetime programming featured such series as 9-1-1, Bobís Burgers, Empire, Family Guy, The Orville, The Resident, The Simpsons and Star; unscripted series such as The Masked Singer, Hellís Kitchen, MasterChef Junior and 24 Hours to Hell and Back; and event specials such as a live production of Rent."

The cartoons that 21th century Fox used to produce still run in FOX channels, but the IP went to Disney with purchase of the studios. Fox now owns their own animation studio (Bento box) and intends to produce their own content going forward.

Thanks for the clarification. Can you provide a source to this information? Does that mean that fox donít earn a dime on their cartoons going forward?

Disney mentioned owning the Simpsons in their IR presentation following the merger with 21th Century Fox.

Secondary source:
Quote
The Fox TV network, in particular, is going to suffer somewhat for losing access to the Fox TV studio, which produced most of the shows that actually air on it, but it has also locked down The Simpsons and its other animated comedies for the next one to two years. (It can also continue to buy programming from any studio it wants, including Disney/Fox. Thatís just a less lucrative option.

https://www.vox.com/culture/2019/3/20/18273477/disney-fox-merger-deal-details-marvel-x-men
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bizaro86

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #94 on: January 20, 2020, 06:43:16 PM »
Disney owns the IP for all the fox studios productions. The Fox network pays a fee to air episodes of those shows, and sells advertising during those timeslots.

The entire run of the Simpsons is available on Disney + for viewing.

Okonomen

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #95 on: March 05, 2020, 12:42:21 PM »
Strange that fox is so much hit by corona. Is it because investors expect companies to pull back on advertising spending? One could also argue that in times where people are more at home and safe they watch more tv :D

Spekulatius

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #96 on: March 05, 2020, 03:45:28 PM »
Strange that fox is so much hit by corona. Is it because investors expect companies to pull back on advertising spending? One could also argue that in times where people are more at home and safe they watch more tv :D

Same thought here. I sold most of mine above $36 and now started to buy back into my position again. It seems like a good bet when people stay at home more and watch the epidemic unfold. We also have an election year which is good for poltical advertisement. I also think they have the best durability of all the networks, imo.
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Okonomen

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #97 on: March 31, 2020, 06:33:40 AM »
Regaridng all those sports events being cancelled etc I got a few thoughts:

1) CBS, FOX, ESPN etc has the rights to broadcast these events, but in this case where an exogen factor forces nation-wide cancellations, isn't there some sort of insurance/reimbursement deal in place? Or is it just bad luck?

2) Why don't they just play the games without live audience? I.e. playing the games and only showing it on TV? This would also be more fair to the companies like CBS, Fox etc who paid billions in sports rights..

It just sounds a little unfair if they have paid billions of USD and get nothing out of it?

Foreign Tuffett

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #98 on: September 16, 2020, 11:22:50 AM »
Revisited this idea recently. One aspect that I can't get comfortable with is that MVPDs must pay Big Four (ABC, CBS, NBC, Fox) stations/their local affiliates to include them in their sub packages.

https://en.wikipedia.org/wiki/Retransmission_consent

So while it's obvious that Fox's "Cable Network" segment is dependent on pay TV subs, what is less obvious is that the "Television" segment is dependent on them too. As folks drop pay TV they can buy cheap digital antennas to freely access the local channels that they were paying for.

Really makes me wonder if this part of the business is a melting ice cube. Margins are already low.
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spartan

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Re: FOXA - Twenty-First Century Fox Inc
« Reply #99 on: October 12, 2020, 07:43:21 AM »
Why hasn't anyone been able to successfully compete with Fox for almost two decades? Can anyone list examples of failed competitors?

Also, while I'm not fully defending Lachlan, his investment in REA Group has been impressive. In 2004, he paid $2.25 Million cash and $8.5 Million in contra advertising for a 44% stake, with an option to buy more shares in the future. He ended up accumulating 61% of the company and used his "megaphone" to push REA's products. News Corp's stake in REA Group is now worth around $9.6 Billion. I'm assuming he's looking for other ways to do this sort of thing. The Credible/Stars Group acquisitions were probably made with similar logic.

The 10 year option to buy 18.5% of FanDuel seems like an asymmetric payout feature of this stock.. the option states that the stake can be purchased for their 2021 market value. Currently, FanDuel and DraftKings run a duopoly in sports betting.
« Last Edit: October 12, 2020, 07:45:09 AM by spartan »