讲好企业家故事，弘扬企业家精神 "三驾马车"落位， 迪士尼能否撼动Netflix王位？ 文 ｜ 陈浩 编辑 ｜ 张昊 来源｜ 中国企业家杂志（ID：iceo-com-cn） 封面来源 ｜ unsplash 在完全收购流媒体平台Hulu后，迪士尼终于敢把眼睛"瞄"向Netflix。 以下文章来源于中国企业家杂志 ，作者陈浩 中国企业家杂志 . 2025年6月10日，迪士尼正式宣布，将向康卡斯特旗下NBCUniversal额外支付约4.387亿美元，收购Hulu剩余33%的股权，并明确表示该交易将于7月24日之 前完成。 Hulu拥有超5400万用户数，加上迪士尼本来1.2亿的用户数，离Netflix巅峰用户规模——3亿，近了一大步。 科技博客Business Insider的分析师曾指出，迪士尼对Hulu的收购会加剧其债务压力，但管理层最终还是选择"下重本赌这一平台"。在对Hulu剩余33%股份的 收购上，迪士尼已累计付出了超90亿美元。 2019年，迪士尼通过713亿美元并购21世纪福克斯关键资产，取得了Hulu 67%股权。该收购还约定2023年起，康卡斯特将出售Hulu剩余股权于迪士尼，并以 275亿美元 ...

讲好企业家故事，弘扬企业家精神 将投中网设为"星标⭐"，第一时间收获最新推送 以下文章来源于中国企业家杂志 ，作者陈浩 中国企业家杂志 . "三驾马车"落位，迪士尼能否撼动Netflix王位？ 作者丨陈浩 编辑丨张昊 来源丨中国企业家杂志 在完全收购流媒体平台 Hulu后，迪士尼终于敢把眼睛"瞄"向Netflix。 2025年6月10日，迪士尼正式宣布，将向康卡斯特 旗下 NBCUniversal额外支付约4.387亿美元， 收购Hulu剩余33%的股权，并明确表示该交易将于7月24日之前完成。 Hulu拥有超5 4 00万用户数，加上迪士尼本来1.2亿的用户数，离Netflix巅峰用户规模——3亿，近 了一大步。 科技博客 Business Insider的分析师曾指出，迪士尼对Hulu的收购会加剧其债务压力，但管理层最 终还是选择"下重本赌这一平台"。在对Hulu 剩余 33 % 股份 的收购上，迪士尼已 累计 付出了超 90亿美元。 2019年，迪士尼通过713亿美元并购21世纪福克斯关键资产，取得 了 Hulu 67%股权 。 该 收购 还 约定 2023年起，康卡斯特 将 出售 Hulu剩余股权 于 ...

以下文章来源于中国企业家杂志 ，作者陈浩 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 将投中网设为"星标⭐"，第一时间收获最新推送 "三驾马车"落位，迪士尼能否撼动Netflix王位？ 作者丨陈浩 编辑丨张昊 来源丨中国企业家杂志 在完全收购流媒体平台 Hulu后，迪士尼终于敢把眼睛"瞄"向Netflix。 2025年6月10日，迪士尼正式宣布，将向康卡斯特 旗下 NBCUniversal额外支付约4.387亿美元， 收购Hulu剩余33%的股权，并明确表示该交易将于7月24日之前完成。 Hulu拥有超5 4 00万用户数，加上迪士尼本来1.2亿的用户数，离Netflix巅峰用户规模——3亿，近 了一大步。 科技博客 Business Insider的分析师曾指出，迪士尼对Hulu的收购会加剧其债务压力，但管理层最 终还是选择"下重本赌这一平台"。在对Hulu 剩余 33 % 股份 的收购上，迪士尼已 累计 付出了超 90亿美元。 2019年，迪士尼通过713亿美元并购21世纪福克斯关键资产，取得 了 Hulu 67%股权 。 该 收购 还 约定 2023年起，康卡斯特 将 出售 Hulu剩余股权 于 ...

Core Viewpoint - The lawsuit filed by Disney and Universal Pictures against Midjourney marks a significant legal battle in the entertainment industry regarding copyright issues related to generative AI technology [2][3][7]. Group 1: Lawsuit Details - Disney and Universal Pictures have filed a 110-page lawsuit against Midjourney, providing examples of generated images that closely resemble iconic characters from their franchises [3]. - The companies argue that Midjourney has used their copyrighted materials without authorization, claiming that the AI company has ignored previous requests to cease infringement [3][4]. - Disney's legal representatives emphasize that the infringement remains theft regardless of the technology used, highlighting the importance of copyright protection for content creators [3][4]. Group 2: Financial Implications - Copyright revenue is a crucial income source for both Disney and Universal Pictures, with Disney reporting a 7% year-over-year revenue increase to $23.621 billion for Q2 of fiscal year 2025, and a net profit of approximately $3.275 billion [4]. - Universal's parent company, Comcast, reported a revenue of $29.887 billion in Q1, with a net profit of $3.375 billion, although both figures showed a year-over-year decline [4]. Group 3: Industry Context - Midjourney is a leading player in the "text-to-image" AI sector, generating $300 million in revenue from its subscription services in 2024 [4]. - The lawsuit reflects a broader trend of copyright disputes between large content companies and AI firms, with previous cases involving OpenAI and music companies also highlighting similar issues [6][7]. - The legal landscape for AI copyright is still evolving, with traditional copyright frameworks being applied to new technologies, raising questions about authorship and the nature of AI-generated works [7][8]. Group 4: Challenges in Copyright Management - The current copyright management systems struggle to keep pace with AI's automatic data scraping capabilities, complicating the tracking and licensing of images [8][9]. - Legal experts note that the responsibility for copyright infringement often falls on the users of AI technology, while the AI models themselves are not recognized as legal entities [8][9].

Core Viewpoint - Disney and Universal Studios have filed a lawsuit against AI image generator Midjourney for copyright infringement, marking a significant legal battle between Hollywood giants and generative AI companies [2][4]. Group 1: Lawsuit Details - The lawsuit is 110 pages long and accuses Midjourney of using a vast amount of film works to train its AI, allowing users to generate infringing images of iconic characters such as Darth Vader and Minions [4][6]. - Midjourney has generated infringing content from over 20 film IPs, including characters from "Toy Story," "Frozen," and "Shrek," by using prompts like "Disney style" and "Marvel style" [6][10]. - The characters listed in the lawsuit span over five decades, from 1977's Yoda to characters from 2023 releases [10]. Group 2: Midjourney's Business Performance - Midjourney, founded in 2021, reported a revenue surge to $300 million (approximately 2.2 billion RMB) last year, with a user base reaching tens of millions [10]. - The subscription service offers monthly fees ranging from $10 to $120, depending on the level of image generation speed [10]. Group 3: Industry Implications - The lawsuit is viewed as a milestone in the ongoing debate over generative AI and copyright infringement, with the film industry warning that AI infringements could disrupt the incentive mechanisms of U.S. copyright law [10]. - The U.S. film industry has a salary scale of $229 billion (approximately 1.66 trillion RMB) and supports 2.3 million jobs [10]. Group 4: Midjourney's Response and Industry Context - Midjourney has not yet responded to the lawsuit and claims to be an "independent research lab" with a team of fewer than 12 people [11]. - The Hollywood industry has had a conflicted stance on AI technology, having previously seen strikes over AI threats, while also utilizing AI in Oscar-nominated films for tasks like voice correction [13].

中新网6月12日电(宫宏宇)据路透社报道，迪士尼与环球影业11日对AI图像生成企业Midjourney提起版权 诉讼，指控其热门AI图像生成器未经授权使用两家电影公司旗下知名角色，包括《冰雪奇缘》中的艾 莎公主、小黄人和《星球大战》中的达斯·维德等。 据了解，Midjourney是当前受欢迎的AI图像生成器之一，能在数秒内根据文本提示生成对应图像。 迪士尼和环球影业向加州联邦法院提交的诉状称，Midjourney存在两项侵权行为：一是利用其知识产权 训练AI模型，二是生成包含知名角色的侵权图像。两家企业认为，Midjourney的行为是"无底线的抄 袭"。 该诉讼在洛杉矶联邦地区法院提交。CNN指，这是好莱坞电影制片厂与AI企业之间的首起重大法律诉 讼。 Midjourney未立即对此回应。不过，CNN提到在2023年的一起诉讼中，Midjourney曾抗辩称：AI生成的 每张图像仅为模型训练数据中的"微不足道片段"，正如艺术家感知的每个视觉元素(每张面孔、每片夕 阳、每幅画作)与作家阅读的每段文字，都只是塑造其想象力的海量素材中微小组成部分。 迪士尼高级执行副总裁兼首席法务合规官古铁雷斯对此则严正声明称：" ...

更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛 道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一 份产业日报） 1. 【迪士尼和环球影业对AI公司提起版权诉讼】当地时间6月11日，迪士尼和环球影业对人工智能公 司Midjourney提起版权诉讼，指控Midjourney盗版了这两家好莱坞电影公司的版权库，用于生成和 分发其著名角色的"无数未经授权的副本"。据了解，这是好莱坞大型公司首次卷入生成式人工智能的 法律纠纷。（环球网） 2. 【Mistral AI推出首个AI推理模型】法国科技公司Mistral AI表示，该公司推出首个AI推理模型 Magistral，将以开放版和企业版两种形式发布。Mistral AI称，该模型通过逻辑推理生成响应，同时 融合跨专业领域的专业知识，提供可追踪和验证的透明推理过程，旨在与AI发展前沿的竞争对手保持 同步。（广角观察） 3.【美团发布首款AI Coding Agent，编程"小白"聊天就能做游戏、网站】6月10 ...

Core Viewpoint - Carnival and Disney are both strong investment options, with recent stock momentum suggesting potential for continued growth [1] Group 1: Carnival - Carnival is the world's largest cruise line operator, benefiting from a resurgence in the cruise industry, with strong demand leading to record operating results [3] - In Q1, Carnival reported revenue of $5.8 billion, a 7.5% year-over-year increase, driven by higher capacity and pricing, and ended the quarter with $7.3 billion in customer deposits, surpassing last year's record of $7 billion [4] - The company achieved adjusted EPS of $0.13, reversing a loss from the previous year, indicating improved financial consistency, with expectations for continued growth from new initiatives like Celebration Key and new ship deliveries [5] - Carnival is guiding for full-year EPS of $1.83, representing a 29% increase from 2024, while reducing total debt by $4 billion to $27 billion, which supports a higher valuation as it trades at a forward P/E of 13, significantly lower than Disney's 20 [6] - The combination of value and growth potential makes Carnival an attractive long-term investment [7] Group 2: Disney - Disney has faced challenges in recent years, with stock down 7% over the past five years, but recent trends suggest a potential turnaround [8][9] - In fiscal Q2, Disney reported a 7% year-over-year revenue increase and a 20% surge in adjusted EPS, driven by strong performance in streaming, with Disney+ adding 1.4 million customers [10] - Growth in Hulu and ESPN digital properties, along with strategic bundling efforts, are contributing to positive momentum, with a target EPS of $5.75 for fiscal 2025, a 16% increase from the previous year [11] - Disney's diversified profile and globally recognized brand provide a strong foundation for future growth, particularly in streaming media [12] Conclusion - While both Carnival and Disney present compelling investment opportunities, Carnival is viewed as having greater upside potential due to its undervalued growth story [13]

Core Viewpoint - Disney and Universal have initiated legal action against Midjourney for allegedly using their copyrighted content without permission to train its generative AI models [1][2]. Group 1: Lawsuit Details - The lawsuit was filed in the U.S. District Court for the Central District of California and includes numerous examples of images generated by Midjourney that feature copyrighted characters from Disney and Universal, such as Homer Simpson and Darth Vader [2]. - The studios are seeking monetary damages, a jury trial, and an injunction to prevent further copyright infringement by Midjourney [3]. Group 2: Industry Context - Tech companies, including OpenAI, are advocating for legal protections that would allow them to train AI models on publicly available works, including copyrighted materials, without needing permission or compensation to the original creators [4]. - Some film and television studios have begun to explore generative AI technology, but their efforts have been relatively limited compared to the broader industry push [4].

Core Viewpoint - Disney and Universal have initiated a copyright infringement lawsuit against AI company Midjourney, labeling it a "bottomless pit of plagiarism" and marking a significant legal confrontation between Hollywood studios and AI firms [3][4]. Group 1: Lawsuit Details - The lawsuit, filed in federal district court in Los Angeles, accuses Midjourney of unauthorized use of Disney and Universal's intellectual property, including iconic characters like Darth Vader, Elsa, and Minions [4][5]. - The studios claim that Midjourney has generated high-quality reproductions of their characters without permission, using their copyrighted works to train its image generation service [4][6]. - Disney and Universal are seeking unspecified monetary damages and a preliminary injunction to prevent further infringement and to enforce copyright protections [8]. Group 2: Company Actions and Revenue - Prior to the lawsuit, Disney and Universal approached Midjourney regarding their copyright concerns, requesting the implementation of measures to prevent infringement, which Midjourney allegedly ignored [6][8]. - Midjourney reportedly generated $300 million in revenue last year through paid subscriptions, indicating a significant financial incentive for the company to continue its operations despite the legal challenges [7]. Group 3: Context of Legal Action - This lawsuit represents the first major legal battle between major entertainment studios and an AI company, following previous lawsuits from independent artists against Midjourney and other generative AI firms for similar copyright issues [3][8]. - A California federal judge previously ruled that artists had a plausible case against Midjourney and other AI companies for copying and storing their work, allowing litigation to proceed [8].