IT之家 10 月 8 日消息，据体育媒体 Puck 前天报道，继成为《F1：狂飙飞车》电影投资商后，苹果正希望获得美国奥斯汀 F1 大奖赛的独家 / 主要转播权， 相关接洽事宜已接近尾声，预计将在下周公布结果。 消息人士表示，这项转播权每年需要耗资 1.4 亿美元（现汇率约合 9.99 亿元人民币），若协议顺利达成则苹果将获得美国地区的 F1 比赛转播权，而这项转 播权此前掌握在 ESPN 电视网络手上，每年大约耗资 9000 万美元（IT之家注：现汇率约合 6.42 亿元人民币）。 同时有知情人士透露，苹果在此次谈判中希望获得美国市场的独家转播权，目前美国的 F1 比赛由 F1 TV 栏目播放，而苹果的立场是，F1 TV 应暂停转播比 赛，使 Apple TV + 成为独家转播平台，但 F1 TV 显然不希望失去这块蛋糕。 此外，目前还无法得知苹果是否会将 F1 比赛直播直接提供给 TV + 订阅会员，还是像 MLS 那样推出额外付费的"赛季通行证"订阅，不过知情人士指出，相 关谈判结果预计将在本月 17-19 日举行的奥斯汀大奖赛公布。 ...

Group 1: Streaming Business Restructuring - Disney is initiating a "restructuring" of its streaming business, highlighted by a significant partnership with the NFL, where ESPN plans to acquire key assets in exchange for a 10% equity stake valued at $2 billion to $3 billion [1][6] - The upcoming ESPN DTC (direct-to-consumer) service is set to launch on August 21, aiming to enhance user growth through attractive bundling options, allowing users to access Disney+, Hulu, and ESPN for $29.99 per month [1][3] - Disney's Q3 earnings report revealed that the streaming business achieved a profit of $346 million, marking a turnaround from losses in the previous year, with total global subscribers for Disney+ and Hulu reaching 183 million [3][4] Group 2: Integration of Hulu into Disney+ - Disney announced the complete integration of Hulu into Disney+, allowing users to access all content through a single application, which is seen as a culmination of years of strategic planning [3][4] - The integration is expected to enhance consumer experience and reduce churn rates, as both platforms will operate on the same technology stack and allow for more efficient advertising sales [4][10] - The acquisition of Hulu was finalized after Disney purchased a 33% stake from Comcast for at least $8.61 billion, further solidifying its control over the streaming landscape [4][10] Group 3: Sports Streaming Strategy - The acquisition of NFL assets will increase ESPN's game coverage from 22 to 28 games, integrating NFL Network content into the ESPN DTC application, enhancing the overall user experience [6][9] - Disney has also signed a $1.6 billion deal with WWE, making ESPN the exclusive platform for major WWE events starting in 2026, indicating a broader strategy to dominate sports streaming [6][9] - ESPN's strategy includes exploring partnerships to bundle additional sports content, aiming to create a comprehensive platform for sports fans [9] Group 4: Theme Parks and Experiences - Disney's theme parks and experiences segment reported a 13% increase in operating profit to $2.52 billion, with U.S. parks seeing a 22% profit growth [10][12] - The company is undergoing a significant global expansion of its theme parks, with multiple projects underway, including new attractions and a new park set to open in Abu Dhabi [10][12] - The cruise business is also expanding, with nearly half of next year's bookings already made, and two new ships set to join the fleet, including the largest ship ever built by Disney [10][12] Group 5: Content Development and IP Strategy - Disney's film studio continues to see growth, with the live-action "Lilo and Stitch" surpassing $1 billion at the global box office, becoming the first film to reach this milestone in 2023 [13][15] - The company is balancing the development of new IP with the revival of classic IP, focusing on creating sequels and modern adaptations to resonate with consumers [16] - Future film releases include highly anticipated titles such as "Zootopia 2" and "Avatar: Fire and Ash," indicating a strong pipeline of content [15][16]

Core Insights - Disney's ESPN has entered into two non-binding agreements with the NFL, involving equity exchange and content licensing to strengthen ties with one of the most commercially valuable sports IPs in the U.S. [1][2] Group 1: Transaction Details - ESPN will transfer 10% equity to acquire key assets including the NFL Network, NFL Redzone channel, and NFL films [2] - The NFL will grant ESPN access to certain event content and intellectual property rights for use across its media platforms [2] Group 2: Strategic Implications - This move aims to integrate NFL's high viewership, as NFL events consistently top U.S. television ratings, with Super Bowl ad prices exceeding $7 million [2] - Disney's CEO Bob Iger emphasized that the transaction will combine ESPN's global influence with NFL's premier IP, enhancing the viewing experience for fans [2] - ESPN is preparing to consolidate its cable channels and launch a B2C streaming service, with NFL resources potentially serving as a critical asset against competitors like Amazon and Apple [2] Group 3: Market Analysis - Sports events are becoming a battleground for streaming platforms due to their unique live experience and user engagement [2] - ESPN's chairman Jimmy Pitaro stated that the integration of NFL resources will create a preferred platform for American football fans, but balancing the development of multiple sports categories and avoiding over-reliance on a single IP will be crucial for future strategy [2]

Group 1 - Fubo has accelerated the timeline for closing its sale to Disney, now expecting the transaction to close in Q4 2025 or Q1 2026, pending regulatory approval and shareholder consent [1] - The previous expectation for the deal's closure was in the first half of 2026 [1] - Disney agreed to combine its Hulu + Live TV with Fubo, becoming the majority owner of the combined entity amidst a legal dispute over a proposed sports streaming joint venture [2][3] Group 2 - Post-closing, Fubo and Hulu + Live TV will remain separate offerings, with Hulu + Live TV available in the Hulu app and as part of a bundle with Hulu, Disney+, and ESPN+ [4] - Fubo will continue to operate through its own app and has the right to launch a new Sports & Broadcast service featuring Disney's networks [4] - The new Fubo will be managed by the current team led by CEO David Gandler, with Disney owning 70% of the company [5]