Barbie is the first movie that they're co-producing, but it certainly won't be the last as there are nearly 45 other films that are allegedly in development. Do you expect each of these future productions to get the same star treatment and press to take over that we've seen with Barbie? It's also really going to depend on how this translates to not just their film sales, but they're at home streaming sales.
The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen. - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.
(14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.
Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS
Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl
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