Telsey's Eagan Sees Higher Post-Deal Debt Load at Fox

The transcript discusses the Disney-Fox deal, highlighting its implications for both companies. It covers financial expectations, potential future mergers, and the impact on consumers. The discussion also touches on the broader media landscape, including Viacom and CBS, and the strategic decisions they may face.

What was a key reason for Fox selling its assets at a time of low media company valuations?

• They planned to merge with another company.

• They aimed to reduce their debt load.

• They saw a compelling opportunity they couldn't compete with.

• They wanted to expand their market share.

What is a potential future action for the new Fox spin-out company?

• Enter the telecommunications market.

• Acquire Disney.

• Merge with News Corp.

• Sell off more assets.

How does the Disney deal differ from the AT&T and Time Warner deal?

• Both deals are horizontal.

• Both deals are vertical.

• The Disney deal is horizontal, while the AT&T deal is vertical.

• The Disney deal is vertical, while the AT&T deal is horizontal.

Which two major companies are mentioned as being independent but commonly owned?

• News Corp and Fox

• Disney and Fox

• Viacom and CBS

• AT&T and Time Warner

What is the expected timeframe for Viacom's turnaround under Bacchus?

• 6 months

• 1 year

• 2 years

• 5 years