The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Clark Lampen - BTIG - Analyst
: John, I wanted to see if you could give us any update on the timing of some of the content licensing agreements that you guys have coming up
in front of you pro format. Is that something that we might be able to see addressed in '25-'26 is a later stage. How many of those has been recently
renewed and sort of nailed down?
Question: Kutgun Maral - Evercore ISI - Analyst
: Good morning and thanks for taking the question. First, David, for the last decade you've been building and operating this company in a sea of
much bigger players together with Hulu Live TV. You'll become one of the largest and perhaps fastest growing pay TV, distributors in the US. So
as your place in the ecosystem shifts so meaningfully, can you talk a little bit about how you expect your operating philosophy or strategy and
opportunities ahead will shift under this new scale and structure. I know you called out, a number of diverse opportunities and hinted at something
perhaps internationally, any other color would be appreciated. Thanks.
Question: Michael Pachter - WEDBUSH - Analyst
: I did not ask to place a question. So it's pass. Thank you.
Question: Laura Martin - Needham - Analyst
: Good morning. What a big deal. Congratulations. When you think about the revenue opportunity and the cost savings. Does this help you? Does
this make you more competitive on the gross margin? Do you think from combining these two companies given that you're so many more subs
now, you should scale up in terms of helping with the content costs for your negotiations going forward?
Question: David Joyce - Seaport Research Partners - Analyst
: Thank you. I was just wondering what the longer term glide path would be on the international side, given that Disney and ESPN might have rights.
Is there anything that would be expanding your purview the past past the live TV aspect of this combination?
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JANUARY 06, 2025 / 2:00PM, FUBO.N - Fubotv Inc And Walt Disney Co Virtual MVPD Businesses To Combine
Question: Patrick Sholl - Barrington Research - Analyst
: Hi, I was just wondering if you could provide a little bit more deal detail on the combined adjusted but in terms of like the contribution of like the
greater scale versus the revised programming agreements.
Question: Nikhil Aluru - J.P. Morgan - Analyst
: Hey guys, good morning. Thanks for taking the question and congratulations on the transaction. I was just hoping you could elaborate on the
rationale of keeping the platform separate for now. If over time in your road map, they could be combined or, sort of be different tiers, just anything
on that would be great. Thanks.
Question: Thomas Shinske - Cantor Fitzgerald - Analyst
: Hi guys. Thank you for taking my question, I guess mentioned previously in the prior question. But when we think about the skinnier bundle option
is that should we be thinking that kind of how advertised as venue sports put it more so like a $40 price point and premium options there or how
should we, how should we be thinking about the skinny bundle option?
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