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In This List

Disney launching new streaming services; Netflix to lose Disney, Pixar content

China COVID-19 Trends In TV, Video

US Broadband Households Shift Into Higher Gear In H1'20, 1-Gig Adoption Soars

Cable Business Services Weather Q2 Storm, Growing Revenues, Limiting Sub Losses

COVID-19 Impact Will Shrink Number Of New US Smart City Projects


Disney launching new streaming services; Netflix to lose Disney, Pixar content

Top News

* As it reported another quarter weighed down by ESPN (US), Walt Disney Co. executives announced new sports and entertainment digital streaming platforms expected to launch after the company takes control of BAMTech. Disney plans to take control of video technology firm BAMTech LLC with an additional $1.58 billion investment and use the technology to launch at least two over-the-top streaming video services: an ESPN multisport platform in early 2018 and an entertainment service in 2019.

* Disney also said on its earnings call that it will terminate content agreements with Netflix Inc. that apply to the Disney and Pixar content it intends to distribute on the new platform, but it does not expect to terminate other Netflix agreements, like those pertaining to ABC (US) content.

* Meanwhile, Netflix spokesman Jonathan Friedland noted the company's content deal for Disney and Pixar content was "always on this timetable," referring to the end date of the original agreement between the companies, MarketWatch reports, citing an emailed statement.

Wireless

* As the wireless industry begins work on 5G, the next-generation of wireless technology, operators are bracing for increased capital expenditures. But they are also focused on finding ways to keep costs under control. S&P Global Market Intelligence takes a look at CapEx among the largest wireless providers.

OTT

* A recently announced deal to buy comic book publisher Millarworld makes clear Netflix's intent to compete in the booming comic content industry. S&P Global Market Intelligence examines the economics behind the deal.

Publishing

* New Media Investment Group Inc. struck a deal to buy many of the newspapers and related assets from Morris Publishing Group LLC for $120 million. The deal includes many of the Morris portfolio of U.S.-based newspaper assets located across Georgia, Florida, Texas, Kansas, Arkansas and Alaska, the company said.

Technology

* The U.S. International Trade Commission has decided to look into Qualcomm Inc.'s patent infringement claims against Apple Inc., according to a news release. The chipmaker in July accused Apple of infringing six of its patents for key technologies that are used in some iPhone models.

* Spotify Ltd.'s Spotify app is now available on Microsoft Corp.'s Xbox One gaming console. The app will allow Xbox One users in 34 markets around the globe to access the full catalog of Spotify music while playing games, according to a post on the Spotify website.

* TiVo Corp. is set to launch a "Mini" IP video device that would support 4K video, Multichannel News reports. The new device would also support the company's retail-focused 4K DVR product Bolt.

* Uber Technologies Inc. is moving to shut down or sell most of its Xchange Leasing division by the end of 2017 amid losses, The Wall Street Journal reports, citing sources with knowledge of the matter. The closure of the U.S. auto-leasing business could result in nearly 500 job cuts, representing about 3% of Uber's workforce of 15,000 staffers.

TV Networks

* CBS Corp. acquired the entire 10,400-show "Judge Judy" archive for about $95 million, the New York Post reports, citing sources with knowledge of the matter. In step with the deal, CBS Television Distribution extended Judge Judy Sheindlin's contract through the 2020-2021 television season.

* Time Warner Inc.'s HBO (US) renewed comedy series "Insecure" and "Ballers" for new seasons, Multichannel News reports, citing HBO officials. "Insecure" will return for a third season, while "Ballers" will return for a fourth season.

The day ahead

Early morning futures indicators pointed to a lower opening for the U.S. market.

In Asia, the Hang Seng fell 0.35% to 27,757.09, and the Nikkei 225 was down 1.29% to 19,738.71.

In Europe, as of midday, the FTSE 100 had dropped 0.80% to 7,482.53, and the Euronext 100 had fallen 1.38% to 1,001.33.

On the macro front

The MBA mortgage applications report, the productivity and costs report, the wholesale trade report and the EIA petroleum status report are due out today.

Featured news

The Daily Dose Europe: Liberty Global may mull M&A, divestments; e-commerce firm buys TVN channel: Cable giant Liberty Global plc could consider M&A and divestments amid headwinds in the European mobile market, while e-commerce company Studio Moderna Polska Sp Z O O acquired TVN SA channel Mango-Media.

The Daily Dose Asia-Pacific: SoftBank pours US$1B into sports retailer; Apple accused of 'data colonization': SoftBank Group Corp. will invest US$1 billion in an sports e-commerce company, while an Indian regulatory body accused Apple of "data colonization" and being "anti-consumer."

In Play Today: Softbank CEO eyeing stake in Uber; Univision discusses stake sale: SoftBank CEO Masayoshi Son considered buying a stake in Uber Technologies, while Univision Communications Inc.'s owners have held preliminary talks about a stake sale with Liberty Media Corp.'s John Malone and CEO Greg Maffei, among others.

Vivendi, Telecom Italia eye pay TV JV; Sky preps Spanish OTT launch: In this monthly southern Europe video spotlight feature, S&P Global Market Intelligence provides a roundup of news related to over-the-top, video-on-demand and other video initiatives in Spain, Italy, Portugal, Greece and Turkey.

M&A Replay: Asia-Pacific deals through Aug. 5: Sony, Vodafone, Flipkart: S&P Global Market Intelligence provides a biweekly wrap-up of Asia-Pacific media and communications deal announcements, completions and updates from July 24 to Aug. 5.

Featured research

Economics of Internet: Profile: Hulu Japan: Hulu Japan launched in September 2011 and is currently owned by Nippon Television Network Corp.

Global Multichannel: Kagan Report: Asia leads UHD TV channel growth in Q2 Second-quarter 2017 UHD report update: By the end of second quarter 2017, the number of available ultra HD channels worldwide reached 115, compared to 95 in first quarter, and we expect the number of channels to hit 307 by 2021.

Wireless Investor: New Kagan dataset: Global tower sales: To compare global values of pole-style wireless communication towers, Kagan, a media research group within S&P Global Market Intelligence, reviewed details on more than 140 tower deals in 17 countries from 2010 through mid-2017.

Recent earnings

Moonves: C7 'the standard' for latest CBS upfront deals: The programmer, which rang up high single-digit pricing increases in prime time, also inked its first upfront deals tied to viewing extending to 35 days.

Liberty Global may consider M&A, divestments amid mobile headwinds: Cable giant Liberty Global said continued headwinds in the European mobile market could prompt the company to look to M&A as a mobile entry opportunity or a chance to sell in some of its smaller markets.

The Daily Dose is updated as of 7 a.m. ET. Some external links may require a subscription.