Note from the Disney Earnings Call: possible 28 day delay for NetRedBoxFlix, cable rate hikes

[Wesley McGee]

Some notes from David Lieberman at Deadline New York about the Disney earnings call:

http://www.deadline.com/2012/02/disney-misses-revenue-forecasts-for-fiscal-1q/

Disney is considering delaying rentals to Redbox and Netflix because direct home-video DVD purchases are dropping. Also, they are sure they'll get cablers to pay more for ESPN (and by extension, you through higher cable bills). They are not afraid of cablers moving ESPN to a premium tier, or of a la carte pricing because they don't see either as happening. It's stream-to-mobile service "Key Chest" isn't doing as well as they hoped, but neither is "Ultraviolet" the other studio's version of it. Disney shares are down in after-hours trading.

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Wesley McGee
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