Disney doesn't need ABC and ESPN, analyst argues

Broadcast TV Challenges - Boycotts of shows like Jimmy Kimmel by Sinclair and NextStar highlight political sensitivities and potential harm to broadcasters [1][5] - Long-term viability of national broadcast TV is threatened as content shifts to streaming, negatively impacting broadcast stations [7][8] - Cord-cutting and advertising shift to streaming create headwinds for broadcast station groups [9] - NFL's potential shift of content to cable and streaming poses a significant long-term problem for broadcasters [11] Media Consolidation - Industry experts believe media consolidation is inevitable due to the large number of streaming services [13] - Hulu will be integrated into Disney Plus, eliminating the separate Hulu app [14] - Paramount is reportedly considering a bid for Warner Brothers Discovery to merge HBO Max and Paramount Plus [15] - The industry anticipates that only three large-scale streaming services will ultimately dominate the market [17] Investment and Financial Considerations - Doubts exist regarding Larry Ellison's willingness to invest $40-50 billion in cash for Warner Brothers [20][21] - Tik Tok US is structured as a joint venture, maintaining the existing algorithm and content, which benefits ByteDance [25][27]