A Disney Fox deal could be announced as early as this week. “Content is King” to quote Sumner Redstone, and Disney in recent years has loaded-up on content (Pixar, Marvel, Lucasfilm) to push through its OTT network – BAMTech. Fox’s movie library would further bolster Disney’s original content library – feeding BAMTech’s demand for content. We fully expect that post-deal close Disney will begin to pull Fox content from Netflix’s platform similar to how it plans to pull its content from Netflix beginning in 2019. Listen to the CEORater Podcast to learn more: Ep. 93: Netflix Loses In A Disney Fox Deal.
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