When it comes to Hulu, value is in the eye of the holder.
However, Comcast claims Hulu is worth double what Disney is saying, according to Bloomberg — even in a tough media environment.
"It's what would a willing buyer in a robust auction pay," Roberts said of Hulu's valuation at a MoffettNathanson conference in May.
Another way to value Hulu is by comparing its EV-to-subscriber ratio with that of Netflix.
By buying all of Hulu, Disney can position itself for the next big trend in media, Noell said.
Persons:
Bob Iger, Bloomberg —, Peacock, Brian Roberts, Roberts, financials, maven, Hulu, Tim Nollen, Netflix's, Nollen, Iger, Matthew Thornton, who's bullish, Barton Crockett, Crockett, Brandon Nispel, Nispel, Jason Bazinet, Bazinet, Davis Noell, Noell
Organizations:
Disney, Comcast, Hulu, Bloomberg, Wall Street, Macquarie, Netflix, Rosenblatt Securities, Citigroup, Star Wars, Marvel, Providence Equity Partners
Locations:
Hulu