Fox Shareholders Said to Vote on Disney Bid July 27

The transcript discusses the upcoming vote on the Disney deal, set for July 27th, and its implications for Comcast. Nabila Ahmed from Bloomberg provides insights into Comcast's strategic options, including potential partnerships with private equity to manage financial burdens. The discussion highlights shareholder concerns over Comcast's financial strategies and the ongoing bidding war with Disney, which could escalate to $90 billion. Fox's board has endorsed Disney's offer, but regulatory concerns and the Murdochs' decision-making process could influence the outcome. Comcast may need to offer a significant premium to overcome potential delays in regulatory approval.

How have the Murdochs responded to Comcast's interests in the deal?

What is the potential financial implication for Comcast if they proceed with a higher bid?