Surveillance: Earnings Bar with Bitterly
Bloomberg Surveillance
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Do You Think Disney's Making the Cable Bundle All Over Again With Hulu?
The cable bundle is the best product we've ever seen from an economic standpoint, right? Everyone's paying the same amount of money. You have to be very, very careful not to further disrupt that bundle. I think Disney thinks long term we have the goods that we can replicate the product, but the economics of that new offering are going to be so below the economics coming from. So I'm just hoping that the speed to change is slower by them than what they want to do.
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