For the bidders, it represents a real loss as Hulu is seen as a key player in the streaming video business, going after Netflix, Redbox, and others, as well as attracting cord cutters leaving cable. For one owner, NBC and its owner Comcast, is in an unusual position, straddling the line between cable distributor and content creator. Neither Fox or Disney have such worries although they too have to consider what the success of Hulu means to their cable license deals. Still, with windows and exclusivity, they can build agreements that keep the dollars flowing.
As for other M&A deals, I expect to hear a cable or satellite deal before end of year, either with Charter - Time Warner Cable - Cablevision or DirecTV -Dish. Hulu is off the market for now but something else should be started soon.
