迪士尼聯(lián)手Fox對付奈飛！美劇界大戰(zhàn)即將開始

CNBC came out with quite the scoop today. Citing anonymous sources with knowledge of the situation, it reported that 21st Century Fox has been talking to the Walt Disney Company about possibly selling most of its assets. Currently, the talks have reportedly stalled, but the report says it's likely they'll start up again.

CNBC今天出了個大新聞。據(jù)匿名可靠消息稱，21世紀(jì)福克斯公司正在和沃特迪士尼公司商談出售其大部分資產(chǎn)之事。商談目前已經(jīng)終止，但是很可能再次重新進(jìn)行。

The rumors must be sending a chill down the backs of Netflix investors; as soon as the news hit this afternoon, the video streamer's stock dropped. It peaked today at $202.48, and has now bottomed out at around $199.

對于奈飛公司的投資者來說，這個消息無疑是被潑了一盆冷水。今天下午,受到該傳聞的影響，奈飛公司的股票從今天的最高點202.48美元，跌至199美元的最低點。

Disney said earlier this year that it plans to pull most of its content off Netflix and start its own streaming service, so this possible acquisition would be huge. Presumably, it would give Disney instant access to content from Fox-owned cable networks like FX and the 20th Century Fox movie studio.

今年早些時候，迪士尼宣布其大部分的內(nèi)容從奈飛上下架，并將推出自己的流媒體服務(wù)，所以這次收購涉及到的(規(guī)模和金額)無疑是巨大的。據(jù)推測，迪士尼可以通過收購把自己的視頻內(nèi)容在福克斯旗下的FX和20世紀(jì)?？怂闺娪肮ぷ魇抑苯由暇€。

With 109.3 million subscribers globally, Netflix has become a massive force in the entertainment industry and eaten into the legacy television and cable businesses. But as giant media companies merge their portfolios and roll out their own on-demand offerings, it's going to be harder for Netflix to compete, said Greg Portell, a partner at management consulting firm A.T. Kearney.

奈飛公司，擁有一億零九百三十萬的全球訂閱用戶，是為娛樂產(chǎn)業(yè)的中流砥柱，主導(dǎo)著傳統(tǒng)電視和有線電視業(yè)務(wù)。迪士尼作為媒體公司巨頭，有著多種形式的經(jīng)營組合，和獨有的按照用戶需求提供訂閱產(chǎn)品，對于奈飛來說，這絕對是一場硬戰(zhàn)?？茽柲峁芾碜稍児?A.T. Kearney)合伙人GregPortell如是說。

Netflix has already announced plans to spend up to $8 billion on content in 2018. The company's catalog currently consists of a few buzzy shows, a handful of potential breakout hits and "a whole lot of clutter," Portell points out.

2018年奈飛公司宣布會撥款80億美元用于內(nèi)容的制作。但是目前公司的節(jié)目分類中，只有幾個佯裝熱鬧小節(jié)目，有一些博取流量的消息以及“一大堆不入流的內(nèi)容”Portell指出。

Additionally, Netflix has cut ties with "House of Cards" star Kevin Spacey following multiple allegations of sexual harassment against the actor.

此外，因為《紙牌屋》的主演Kevin Spacey被指控涉嫌性騷擾其他演員，奈飛公司的該劇組也與其解約。

Whether it's for original content or older shows and movies, consumers have a growing number of alternatives to Netflix's monthly subscription.

不管是原創(chuàng)內(nèi)容，早前的節(jié)目還是電影，消費者除了奈飛公司的每月訂購還有了越來越多的其他選擇。

Still, investors are clearly on Netflix's side. The stock has surged 62 percent this year and is trading near a record. Old media companies, meanwhile, are playing defense.

奈飛公司的投資者還是明白的，該公司的股票今年一年激增了62%，交易再創(chuàng)新高。老牌的媒體公司也要開始防御反擊了。