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迪士尼联手Fox对付奈飞!美剧界大战即将开始

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2017年11月10日

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CNBC came out with quite the scoop today. Citing anonymous sources with knowledge of the situation, it reported that 21st Century Fox has been talking to the Walt Disney Company about possibly selling most of its assets. Currently, the talks have reportedly stalled, but the report says it's likely they'll start up again.

CNBC今天出了个大新闻。据匿名可靠消息称,21世纪福克斯公司正在和沃特迪士尼公司商谈出售其大部分资产之事。商谈目前已经终止,但是很可能再次重新进行。

The rumors must be sending a chill down the backs of Netflix investors; as soon as the news hit this afternoon, the video streamer's stock dropped. It peaked today at $202.48, and has now bottomed out at around $199.

对于奈飞公司的投资者来说,这个消息无疑是被泼了一盆冷水。今天下午,受到该传闻的影响,奈飞公司的股票从今天的最高点202.48美元,跌至199美元的最低点。

Disney said earlier this year that it plans to pull most of its content off Netflix and start its own streaming service, so this possible acquisition would be huge. Presumably, it would give Disney instant access to content from Fox-owned cable networks like FX and the 20th Century Fox movie studio.

今年早些时候,迪士尼宣布其大部分的内容从奈飞上下架,并将推出自己的流媒体服务,所以这次收购涉及到的(规模和金额)无疑是巨大的。据推测,迪士尼可以通过收购把自己的视频内容在福克斯旗下的FX和20世纪福克斯电影工作室直接上线。

With 109.3 million subscribers globally, Netflix has become a massive force in the entertainment industry and eaten into the legacy television and cable businesses. But as giant media companies merge their portfolios and roll out their own on-demand offerings, it's going to be harder for Netflix to compete, said Greg Portell, a partner at management consulting firm A.T. Kearney.

奈飞公司,拥有一亿零九百三十万的全球订阅用户,是为娱乐产业的中流砥柱,主导着传统电视和有线电视业务。迪士尼作为媒体公司巨头,有着多种形式的经营组合,和独有的按照用户需求提供订阅产品,对于奈飞来说,这绝对是一场硬战。科尔尼管理咨询公司(A.T. Kearney)合伙人GregPortell如是说。

Netflix has already announced plans to spend up to $8 billion on content in 2018. The company's catalog currently consists of a few buzzy shows, a handful of potential breakout hits and "a whole lot of clutter," Portell points out.

2018年奈飞公司宣布会拨款80亿美元用于内容的制作。但是目前公司的节目分类中,只有几个佯装热闹小节目,有一些博取流量的消息以及“一大堆不入流的内容”Portell指出。

Additionally, Netflix has cut ties with "House of Cards" star Kevin Spacey following multiple allegations of sexual harassment against the actor.

此外,因为《纸牌屋》的主演Kevin Spacey被指控涉嫌性骚扰其他演员,奈飞公司的该剧组也与其解约。

Whether it's for original content or older shows and movies, consumers have a growing number of alternatives to Netflix's monthly subscription.

不管是原创内容,早前的节目还是电影,消费者除了奈飞公司的每月订购还有了越来越多的其他选择。

Still, investors are clearly on Netflix's side. The stock has surged 62 percent this year and is trading near a record. Old media companies, meanwhile, are playing defense.

奈飞公司的投资者还是明白的,该公司的股票今年一年激增了62%,交易再创新高。老牌的媒体公司也要开始防御反击了。


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