Chapter 402: 10 Million Subscriptions!

Ming people don't say dark words, not to mention that Brian Roberts has already done a detailed investigation.

"Comcast's cable business has expanded to the maximum extent it has been able to scale. The transmission network needs a large amount of content to fill, and the video-on-demand through broadband needs a large number of film and television programs to support. ”

"Wait!" Don interrupted him, his face surprised, "Video on demand?" Brian, are you serious?"

Brian Roberts looked at him deeply and said with a smile: "Don't you think the Internet is the trend of the future?

Tang En paused for a moment, then smiled and said, "Brian, your pace is too fast, isn't it? It will take at least more than a year for the major AT&T assets you acquired to be integrated, right?"

Brian Roberts said lightly: "Always plan in advance, isn't this in line with your corporate thinking?"

"Well, what do you think?"

Don pouted repeatedly, he had already guessed that Brian Roberts would talk to himself about these things, it must be his strategic development, related to himself.

Brian Roberts lowered his voice: "Disney movies, ABC TV news, and ESPN sports are just what Comcast needs. ”

And so it was!

In the previous life, Comcast made a high-profile acquisition offer to Disney in 2004 when Disney's internal changes and Michael Eisner was ousted from power.

Now, because of the appearance of Donn, in 2001, Michael Eisner's position was already in jeopardy, and the second-in-command Roy Disney had contacted many parties to oust him internally.

Don worked hard to make Disney a mess, and Comcast wanted to take advantage of the fire to rob and take Disney, which was obviously not in Don's interests!

Disney's assets, Don is still very jealous!

Especially Disney Animation and ESPN!

The corners of Donn's mouth hooked, and he said lightly: "Brian, to put it mildly, Disney is the 'British royal family' in the media industry, and Comcast is the 'nouveau riche', I am not optimistic about this acquisition." ”

Brian Roberts said disapprehantly: "It's true that Disney is an old qualification, but is Disney's foundation deeper than AT&T? Don't forget, the most important thing that Comcast lacks is cash flow!"

STA TV network now has an installed base of about 45 million in North America, and for each encrypted box, home users need to pay a deposit of $20 to Comcast, which is $900 million in cash!

Moreover, cable TV operations, operators usually settle every six months, that is, Comcast still has available funds that are "borrowed" from other companies. For example, the subscription fee for the STA television network is now on Comcast's books.

Comcast's TV station subscribers are far more than STA, but cover 30% of the entire United States!

The cost of intellectual property rights in the United States is extremely high, and the consumption of TV by households is a major expense. In addition to TV operating fees and subscription fees, many TV content needs to be watched at an additional cost.

For example, video content for teaching and training;

For example, Tyson's boxing, the subscription cost of a game was as high as $100 at one time;

For example, many small competitions that are not favored by TV stations and do not provide broadcast services, if there are fans interested, they have to pay an additional subscription, and the price is ridiculously high.

According to statistics, the average monthly TV entertainment consumption of household users in North America is as high as $80!

This level of consumption is the only place in North America in the world!

Then it can be calculated that among the 110 million household users in North America, Comcast occupies a market share of nearly 30%, and each family spends $80 per month for a total of 6 months......

In half a year, the cash "deposited" in Comcast's hands was nearly 16 billion US dollars!

Although these are all debt cash flows, it is the most reasonable operation for the company to tear down the east wall and make up the west wall.

Five lids, ten teapots...... For smart people, as long as it works properly, it's an opportunity!

Tang En's hard work on Disney, of course he didn't want to watch Brian Roberts pick up the bargain, and frowned: "Disney's brand value and revenue potential are too great, and it's hard to eat it if you have money." ”

Brian Roberts laughed: "It's very simple, suppress the stock price! You have done a good job in the past two years, beating Disney in the field of movies." ”

Tang En shook his head and said: "This has nothing to do with me, the main thing is that the performance of ABC Group is too poor, which drags down Disney's stock price." ”

"You're too modest! Disney's stock price has fallen, and in my opinion, most of it is due to you!" Brian Roberts complimented and whispered, "Let's shoot together, you suppress Disney movies, and I suppress Disney TV." I can guarantee that in no more than two years, Disney's shareholders will definitely collapse!"

Don sneered in his heart.

He has already found a nuclear warhead that will collapse Disney's shareholders, and he still needs to join forces with Comcast?

Either way, Disney is a Hollywood company, and Comcast is just an outsider.

Towne Pictures teamed up with outsiders to fight against Hollywood companies, which is a wolf into the house.

Even if you win, you don't look good on your face.

Or cooperate with Roy Disney, which is more appropriate and reliable.

Don looked left and right, and said with a smile, "Okay, Brian, this topic is too big. Down Pictures is busy developing the STA TV network, and Comcast is busy integrating AT&T's heavy assets, and the energy is limited! Hehe, in my opinion, you better hurry up and announce the good news, I can't wait!"

……

Since September, the number of subscribers to the STA TV network has been growing rapidly, with more than 500,000 members growing every day.

As of now, the number of subscribers of the STA TV network has reached 8.84 million!

It's Friday, the last working day, and there should be an outbreak.

"Will the single-day growth exceed 1 million?"

Not only does Don have such speculation in his mind, but all the executives of Don Pictures have such an outlook.

HBO has been in operation for decades, with a large industry and many channels, although the number of users has been surpassed by STA, but in terms of overall revenue, HBO is still the industry leader.

However, the development momentum of STA TV network is too good, according to this momentum, within half a year, STA may really surpass HBO and become the largest professional cable TV station in the United States!

Brian Roberts had already walked to the front stage, where the microphone was already set up, and he was in his forties and looked in good spirits.

"There are a lot of friends here today, including colleagues from Comcast and distinguished guests from Towne Pictures. We are here tonight for one purpose, to celebrate the growth miracle of the STA television network! In the past half month, Dunn Pictures and Comcast have launched a new cooperation, and at the same time, they have made efforts to promote the popularity of the STA television network, and now it seems that the effect is very good!"

According to the latest ...... Oh no, yesterday's data, the number of subscribers of the STA TV network has exceeded 8.84 million! Among them, there are nearly 4 million subscribers, which is the result of the past half month. It can be seen that the series of cooperation between Comcast and Towne Pictures is successful, gratifying, and remarkable!"

Brian Roberts paused, and the Comcast people immediately applauded, but there were not many of them.

The people on the side of Donn Pictures are pricking up their ears, waiting for the latest results, and they are not interested in this nonsense.

Brian Roberts was slightly embarrassed and coughed lightly, "So, I hope Comcast and Don Pictures can start more business cooperation......"

Don's face sank, for fear that he would coerce him, and brought up the matter of Disney, and hurriedly said: "Brian, I can't wait, you can say it quickly, how many new users are there on the STA TV network today? You won't forget, right?"

In the midst of loud laughter, Brian Roberts pulled a note from his jacket pocket and showed a big smile, "Now I announce that the STA television network, on the day of September 7th, the number of additional subscribers is ......"

He paused, pulled a long voice, and shouted: "1.46 million!"

"How much? 1.46 million?"

Tang En was slightly stunned, and the Tang family, including Bill McNick and Chris Albrecett, all showed a little stunned.

Adding 1.46 million subscribers in a single day, that's too exaggerated, right?

Tang En's envisioned that the number of new users on this day could exceed 1 million.

But I didn't expect that there could be so many!

Previously, the STA TV network already had 8.84 million subscribers, plus these 1.46 million, doesn't it mean...... Total subscribers, more than 10 million?

It's an absolute miracle in the TV world!

No less than the $1.26 billion global box office myth of "Spider-Man" in the film industry!

You must know that HBO, the industry leader, only had about 8 million subscribers at its peak in North America.

STA has more than 10 million North American subscribers, which is enough to make all peers jealous!

"Wow!"

Suddenly, everyone couldn't care about the etiquette of the banquet, and burst into a burst of cheers.

Bill McNick and West Cotton are hugging, Chris Albrect and Tosca Musk are high-fives, and Moritz Eckhart and Donn are toasting......

10 million subscribers, an absolute achievement!

"HBO has more than 12 million subscribers worldwide, and if possible, I hope to break it completely!"

Donn strode over to Brian Roberts and spoke loudly into the microphone.

For a while, the scene became more and more lively.

"Bang!"

I don't know who it was, but I opened a bottle of champagne, and the mellow wine sprayed directly in the direction of Donn like a shock wave.

Between the lightning and flint, Don didn't have time to dodge.

With Brian Roberts, he was doused.

For a moment, the laughter stopped, and it was a little cold.

Brian Roberts is the boss of Comcast, and Donn is the boss of Down Pictures.

This......

Donn and Brian Roberts looked at each other and burst out laughing.

Then there was the sound of "bang bang", and champagne flew all over the sky.

Where is the whole party like a high-end business reception?

It's like a wild celebration after a team wins a championship.

Joy flows through the champagne. ()

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