Analyst predicts Disney will spin off ESPN after CEO change
"I think this is the right time to set that asset free."
"I think this is the right time to set that asset free."
"They'd be crazy not to experiment with it."
"Maybe the NFL works with Netflix and gives them a package of 15 games that they can figure out how to eventize."
"I think audiences and (subscribers) outside of the U.S. having it all there, in all of those countries, in one place and easy access to watch it, to watch it live, to also watch it (on-demand), it's just been great."
"It's in all the reporting that those guys, if they lose basketball, I know those guys get to redo their contracts."
"Fox's decision to sublicense content where it's not part of the ultimate distribution is very different in the eyes of the regulators than ESPN simply licensing in this content."
"What Amazon did reminds me of what the Houston Rockets did when Daryl [Morey] was there."
"Warner Discovery is out. That would be the prediction."