MGM

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• bearish fact_claim Unattributed

  the financial sort of turmoil at MGM has turned the project into one of the most torturous in Hollywood history.

• bullish assessment Jason Calacanis

  This would give Amazon access to just a huge library that they could make part of Amazon Prime Video, and they could license it to other people. And it starts to give them an IP catalog that is nowhere near Disney+, but it's kind of puts them on Netflix level, doesn't it? So this is a major move.

• bullish assessment Jason Calacanis

  Now, the MGM film library includes over 4,000 titles, those are movies, and 17,000 television episodes. If you split the price, you know, and you made it half and half, you know, maybe they're paying 4,000 titles, $4 billion, $1 million per movie. That seems pretty reasonable. Some of those movies will never make a million. Some will make many more than a million. So they've got a huge catalog of films.

• mixed assessment Jason Calacanis

  They also own The Handmaid's Tale, which is doing fantastic on Hulu. They own the Rocky franchise, which has been rebooted. I'm not sure that's got huge legs. Stargate, very much beloved, multi-franchise TV show, Robocop, Legally Blonde, Shark Tank, and Survivor.

• bullish prediction Jason Calacanis

  You could see James Bond over the next 50 years producing a movie every two years, 25 movies, doing a billion dollars each, that's $25 billion in box office, completely possible.

• bullish assessment Jason Calacanis

  They own the James Bond franchise. That's kind of the big piece here, and the James franchise, the James Bond franchise, you could see being worth, you know, half of this price, in my mind.

• neutral assessment Jason Calacanis

  MGM is a movie studio that has reportedly been on the market for $7 to $10 billion, and their IP isn't Disney level. It's not Marvel level. It's certainly not Star Wars, but it's not bad.

1. 2028-02-16 You could see James Bond over the next 50 years producing a movie every two years, 25 movies, doing a billion dollars each, that's $25 billion in box office, completely possible. · Prediction · pending