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Disney, Fox Survivors in Brutal ‘Plan B” of Media World, Says Moffett Nathanson

Media analysts Michael Nanthanson with boutique research house Moffett Nathanson today writes that big media companies such as Walt Disney (DIS) and CBS (CBS) are finally moving to “Plan B,” their attempt to adjust to “over-the-top” streaming video with their own offerings of “skinny bundles."

Overall, it’s “hard to imagine that media owners come out better in the future versus where they are today,” concludes Nathanson, though the result of Plan B will probably be “a clear dichotomy of ‘haves’ and ‘have nots,’ based on the strength of the content offering and the relative cloud of each negotiating hand."

He has a Buy rating on Disney and on Twenty-First Century Fox (FOX), and Neutral ratings on CBS, Scripps (


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