经过数周的暗示，康卡斯特将在21世纪福克斯的电视和电影资产上大展拳脚。康卡斯特希望打破迪斯尼与福克斯公司的524亿美元的股票交易，并以每股35美元的全现金收购价，总金额约为650亿美元。此举可能引发康卡斯特和迪斯尼之间的激烈斗争，因为21世纪福克斯和默多克帝国正在权衡哪一个是更好的选择。福克斯的董事会计划在7月10日就迪斯尼的交易进行投票。

康卡斯特首席执行官布莱恩·罗伯茨在致福克斯董事会的信中写道：“时间对于您考虑我们的提议至关重要。”。康卡斯特已经向美国证券交易委员会提交了一份声明，反对迪斯尼与21世纪福克斯的合并。星期三晚上，Fox说：“二十一世纪福克斯董事会，与外部法律顾问和财务顾问协商，将仔细审查并考虑康卡斯特的提案。”它还没有决定是否会推迟7月10日的会议。

据报道，康卡斯特一直在等待AT&T收购时代华纳是否会获得批准——尽管司法部曾高调试图以反垄断为由阻止其收购——然后才正式提出收购21世纪福克斯大部分娱乐资产的报价。一名法官在AT&amp；在不要求it或时代华纳剥离其持有的任何股份的情况下，T在6月12日获得了青睐。这肯定会让康卡斯特的高管和法律团队对自己的成功前景感到更加乐观。据《****》报道，Comcast首席执行官布莱恩·罗伯茨（Brian Roberts）被调到公司总部的CNBC现场观看结果。

康卡斯特表示，“非常有信心，我们提出的交易将及时获得所有必要的监管批准，我们的交易与迪士尼交易一样或更可能获得监管批准。”康卡斯特“愿意与反垄断机构合作”，以改变交易的结构，从而有序进行为了获得批准，根据该公司提供的关于其提案的幻灯片。

康卡斯特竞购20世纪福克斯电影制片厂、20世纪福克斯电视台、福克斯旗下有线电视网（包括FX和国家地理）、多个地区体育电视网，以及该公司在国际网络天空电视台和星空电视台的股份。它还包括Hulu流媒体服务30%的股份。与迪斯尼的交易一样，如果Hulu的收购计划获得批准，Comcast将成为Hulu的多数股权所有人。毫无疑问，人们会担心美国领先的互联网服务提供商之一拥有——并可能优先考虑——围绕这一庞大的内容集合构建的服务。

福克斯广播公司、福克斯新闻公司和福克斯体育公司不属于该协议的一部分，根据迪斯尼协议的计划，它们将分拆成一家名为“新福克斯”的公司。如果康卡斯特赢得福克斯董事会并成为主要的追求者，这种情况也会发生。为了获得这一有利地位，康卡斯特将提供与迪士尼相同的25亿美元反向分手费，以防交易被监管机构否决。但它更进一步，如果福克斯决定放弃交易，它将向迪斯尼支付15.25亿美元。

罗伯茨和鲁珀特·默多克在迪士尼与21世纪福克斯公司谈判报价的同一时期进行了讨论；福克斯董事会之所以选择迪斯尼之路，部分原因是，与康卡斯特竞购相比，这似乎更安全，可能会遇到监管机构的障碍。美国电话电报公司；在默多克看来，T的胜利可能会降低这种风险。2011年，康卡斯特已经与NBCUniversal达成了一笔巨额交易，将以类似的方式利用21世纪福克斯的媒体业务和内容库：在康卡斯特与Netflix、亚马逊视频和其他在最初的节目**上投入巨资的流媒体服务的竞争中，它们是极其宝贵的资源。

布赖恩·罗伯茨致福克斯董事会的正式投标函如下：

Dear Rupert, Lachlan and James,

We have long admired what the Murdoch family has built at Twenty-First Century Fox. After our meetings last year, we came away convinced that the 21CF businesses to be sold are highly complementary to ours, and that our company would be the right strategic home for them.

So, we were disappointed when 21CF decided to enter into a transaction with The Walt Disney Company, even though we had offered a meaningfully higher price. We have reviewed the publicly available terms of the proposed Disney transaction, as well as the joint proxy statement/prospectus filed with the SEC describing the reas*** for the 21CF Board of Directors’ decision. In light of yesterday’s decision in the AT&T/Time Warner case, the limited time prior to your shareholders’ meeting, and our strong continued interest, we are pleased to present a new, all-cash proposal that fully addresses the Board’s stated concerns with our prior proposal.

Our new proposal offers 21CF shareholders $35.00 per share in cash and 100% of the shares of New Fox after giving effect to its proposed spinoff, providing superior and more certain value as compared to Disney’s all-stock offer. Our proposal represents a premium of approximately 19% to the value of Disney’s offer as of noon today. We are highly confident in our ability to finance the transaction, and our offer includes no financing-related conditi***.

We are also highly confident that our proposed transaction will obtain all necessary regulatory approvals in a timely manner and that our transaction is as or more likely to receive regulatory approval than the Disney transaction. Accordingly, we are offering the same regulatory commitments as the ones 21CF has already obtained from Disney, including the same $2.5 billion reverse termination fee agreed to by Disney. To further evidence our commitment, we also are offering to reimburse the $1.525 billion break-up fee to be paid by you to Disney, for a total cost to Comcast of $4.025 billion, in the highly unlikely scenario that our transaction does not close because we fail to obtain all necessary regulatory approvals.

We welcome the opportunity to discuss the regulatory issues presented by each deal. We note that there should not be any meaningful difference in the timing of the U.S. antitrust review between a Comcast and Disney transaction. We have made our HSR filing today, which formally begins our regulatory review at the DOJ. In addition, we have already submitted a large volume of documents and data to the DOJ in connection with its review of the Disney transaction. This information largely overlaps with the information that the DOJ will need to review a Comcast transaction. As a result, our transaction should be reviewable by the DOJ in the same cycle as Disney’s transaction. We similarly expect that our transaction should be reviewable by international regulators in as timely a manner as the Disney transaction, and should be as or more likely to receive international approvals, given our relatively **all presence outside the U.S.

Our Board of Directors has unanimously approved this proposal, and no Comcast shareholder vote will be required for this transaction.

Because of your decision to schedule the vote on the Disney merger proposal for July 10, time is of the essence for your c***ideration of our proposal. We are available to meet at any time to answer questi*** of the Board, management or your advisors, so that you are in a position to validate the superiority of our offer, and negotiate and enter into a merger agreement, as soon as possible thereafter. Given the very short time frame, today we are filing a preliminary proxy statement with the SEC in opposition to the Disney merger proposal, as we have been advised this is necessary to be in a position to be able to communicate with your shareholders directly regarding the votes they are being asked to cast on July 10. We hope this is precautionary only, as we expect to work together to reach an agreement over the next several days.

I look forward to our discussi*** and working with you toward completing this exciting transaction for the Fox shareholders.

Very truly yours,

Brian L. Roberts

披露：康卡斯特是Verge母公司Vox Media的投资者。