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Kathleen2501
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Read the actual transcripts. They are talking more deals, with a one year delay on TV content (no in-season deals). Bob Iger Well we're in discussions with Netflix and with a number of other entities in the space. And I think it's likely that we will make more deals in this space. Our overall approach of late has been to make deals that increase revenue, while at the same time, protect and respect basically the multichannel or the channel distribution value that we see today. And so, we're looking at deals that are largely library in nature, meaning very little if any content that would be in season, mostly prior season. But also, trying to build into at least some of these deals, some form of authentication, not necessarily in the ones that you described, but in ones that it will allow access to our programming faster or in a more aggressive window, if the customer is a multichannel subscriber. I think it's a means of growing the business. There's clearly a thirst for film and entertainment, in particular branded, high-quality entertainment. And what we're seeing I think stimulated in part by not only higher connectivity speeds, but significant development in mobile technology, particularly tablets. And we're looking at platforms that are emerging that are creating all kinds of new business opportunities for content providers. http://seekingalpha.com/article/286181-walt-disney-s-ceo-discusses-q3-2011-results-earnings-call-transcript?part=qanda
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Aug 12, 2011