Part 6/11:
Matthew Thornton (Truest): Estimates Hulu’s enterprise value at around $34.3 billion, suggesting a purchase price near $11 billion.
Barton Crockett (Rosenblatt Securities): Views the $27.5 billion valuation as a floor, indicating the actual market value could be somewhat higher but unlikely to be significantly above the current minimum.
Brandon Nispell (KeyBank): Expresses confidence that Hulu is worth approximately $27.5 billion, aligning with the minimum valuation.
Despite some analysts seeing a higher value, there’s a consensus that any acquisition price will likely hover around the $9 to $12 billion range, with Disney aiming to negotiate as close to the minimum valuation as possible.