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Einstein

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Everything posted by Einstein

  1. No one ever mentioned data or internet. You made that up. Since we are talking about ESPN - a television channel - I thought that was obvious. Cable TV will disappear but their internet service will remain. I think we all know the internet is not going anywhere 😂 Your profits are from Internet service. Which consumers need to stream the media they have replaced cable with.
  2. Cable as we know it now won’t even exist in 10 years. https://www.yahoo.com/entertainment/cable-tv-dying-industry-only-211216126.html https://www.hollywoodreporter.com/business/business-news/cord-cutting-2022-cable-pay-subscriber-losses-1235340253/amp/ https://www.mediaplaynews.com/charter-loses-241000-q1-spectrum-tv-subscribers-ends-quarter-with-less-than-15-million-subs/ Your profits are from Internet service. Which consumers need to stream the media they have replaced cable with. Cable = / = Internet in my mind. But if it does in yours, that may be the disconnect. Since we are talking about ESPN - a television channel - I thought that was obvious. Cable TV will disappear but their internet service will remain. .
  3. No. Disney will likely purchase the remainder of Hulu. Not sell it. Unless they purchase Netflix, in which case they will likely be forced to sell Hulu to avoid a monopoly. Disney is already the largest streaming entity in the world, and will only strengthen that hold over the next decade.
  4. Over $5.3M in Disney securities alone. If you want to call that small investor then show your Cap Gains sheet - I’ll wait. I’ve shown mine already.
  5. I don’t think you did. Because I did not only mention subscribers. I also wrote that negative cash flow is to be expected with a new streaming service. Netflix hemorrhaged money for 6 years before turning a profit. You are completely wrong and digging your heels in while doing so. Hint for you - It was Iger who developed the streaming service before he retired. They brought him back because Chapek was a disaster. The streaming losses were always part of the plan. Disney knew they would be in the red on the streaming side for several yearsZ It was expected. They expect to profit in 2024. Haha, yeah. It is genuinely incredible how ignorant posters are on certain topics yet dig their heels in.
  6. This plan would strip all character from the network. It would be an absolute disaster. Changes need to be made, but this is not it.
  7. It already has. I’m guessing you didn’t read my post - you just responded. Disney already has more subscribers than Netflix. They have around 234M subscribers across their streaming platforms. Netflix has around 232.5M. Disney has been hurting Netflix quite a bit over the past two years and slowing their growth. Disney+ took off like gangbusters and Hulu was already a moderate success. When they release the ESPN streaming, I won’t be surprised to see them go over 300M subs, which would put them well above Netflix. If Disney+ keeps gaining ground, they will begin to erode Netflix’s market share. There are even rumors that Disney may buy out Netflix. That would create what is essentially a monopod, with Disney owning Disney+, Hulu and Netflix. I am a Disney stockholder and fanatic. Iger did not unretire because of streaming. He unretired because Chapek was an absolute disaster and botched several things, such as the parks response to Covid, actor and actress pay, and HB1557. Literally zero to do with streaming, which has been Disney’s most successful venture in decades (outside of Marvel, which they are now steaming). Disney is playing this very wisely. They are creating custom content, which they can both give to their subscribers and license on the back end, not to mention put in their theme parks. That costs cash, but it’s a snowball - it gets better in time - just like Netflix did.
  8. Your wish is their command.
  9. Not sure why you thought that but Disney’s streaming has been a massive success. Across their streaming platforms they have over 230 Million subscribers. That’s more than Netflix. What you may be referring to is their negative cash flow on the streaming side, but that is to be expected with all new streaming platforms. Netflix lost money for half a decade before reporting a profit. Therefore, while Disney's streaming platforms might not be as profitable as they could be right now, it doesn't mean they aren't successful. They've captured a huge portion of the market and continue to grow. In terms of their financial performance, it's likely that they're following a long-term strategy where they'll eventually become profitable as they continue to add subscribers and increase their average revenue per user. This is a common strategy in tech-oriented businesses and not necessarily a sign of weakness or failure. Now that they have a massive subscriber base, they can rent some IP to other providers and make money on both ends.
  10. Id be fine with them ending the “legends of the game” bit. We are at the point where it’s less “legends” and more “player you probably forgot about”.
  11. Correct. But the other side of the coin is networks can no longer demand the fees from cable/satellite providers that they need to float. Cable/satellite is hemorrhaging from people moving to internet based media.
  12. That would indeed be wonderful. The thought of the Jets wasting all those picks and money on a washed up player gives me great joy.
  13. It’s pretty much impossible to know whether the drop off was due to Rogers or due to that awful team they put around him.
  14. Belichick won a Super Bowl in Brady’s first season starting when Brady was 59% passing for 145 yards and 1 TD in the Super Bowl. Brady didn’t carry jack squat that year. Belichick won his second Super Bowl in 2003 when Brady had 23 TD’s and 12 INT. To put that into perspective, Ryan Fitzpatrick had a nearly identical season with us in 2010, when he had 23 TD’s and 15 INT. Brady didn’t carry jack squat that year either. Brady didn’t have a single season with more than 28 TD’s until Belichick already had 3 rings. Allen has had more than 28 TD’s for 4 seasons now. If Brady carried Belichick with those meager stats, then Allen has been overhead shoulder presses of McDermott for nearly half a decade now. Belichick also went 11-5 with Matt Cassell as his QB and went to the playoffs with Mac Jones. Belichick also shut down our k-gun offense in the 90’s when practically no one else could. He is great. Admitting it doesn’t make you less of a Bills fan. But not admitting it does make you look foolish.
  15. No, I definitely haven’t. I want to add MORE of Diggs-players. We need more playmakers. Worst i’ve said is Josh should be tougher on Diggs.
  16. This conveniently ignores that Diggs left minicamp and McDermott said that he was very concerned.
  17. Well that is the most glass-half-full post i’ve seen in a while haha. Well done.
  18. Blocking your teammates shot isn’t protecting a younger kid. It’s bullying.
  19. I meant that you were proud of your son for bullying.
  20. Your son sounds like the bully here too. Funny how parents can’t see it.
  21. Data is technically plural, however it is often handled as a collective noun, resulting in its pairing with singular verbs and pronouns. Hence, "data is" is an appropriate usage. Or if you don’t believe me, you can check with grammar software:
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