The relationship between Apple and Disney is well documented. Disney boss Bob Iger sits on the Apple board. Apple co-founder Steve Jobs co-founded Pixar Animation Studios, which he sold to Disney in 2006. Jobs became Disney's largest single shareholder after the transaction with approximately 7 percent of the company's outstanding shares and was on the board of directors of Disney 2011 until his death. Disney has long been a first user of Apple products, including the first one, the TV -Series in full length brought to iTunes.
Where is the deal?
November launch, "said Eric Jackson, founder and president of EMJ Capital Ltd., which invests in technology and media companies." If I put on my conspiracy hat, they might call it & # 39; plus & # 39 ;. "
Buying Disney would be an extreme action, as Disney would buy much more than the streaming service, Apple would have to buy the theme park business, which had a turnover of more than $ 20 billion last year and would need ESPN and the buy traditional cable network business, the film and television production studio and all the assets of Fox, for which Disney has just paid $ 71
Apple can afford it, ending the first quarter with a cash balance of $ 245 billion Whether the regulators would allow this is another matter.
"Apple should have bought Disney a few years ago instead of dealing with repurchases, dividends and debt," Jackson said.
But if Apple does not want the company to bet on Disney, is there a license agreement for the strike?
Disney wants Disney + to be available to as many households as possible, and does not want to restrict consumer access by restricting potential customers. But what if Apple somehow mixed the original content with the Disney product to offer the Apple owner a mixed subscription service?
Adding Disney content would give Apple + a much deeper library. This would eliminate the problem of "too many streaming services". It would help Disney reach Apple device users (who, as Oprah said, "are in a billion pockets, y'all!")
It's possible that Apple is not so much into the Disney catalog interested and just want to focus on it's original programming. Investors could overvalue the Disney catalog as a draw, said Rich Greenfield, media analyst at BTIG Group.
"Apple will spend more on original programs and at a lower price than Disney in the first year," said Greenfield, who still said Apple's original shows are free for device owners.
But the timing of events – and how different they were – is at least a bit head scratching.
"If Apple rolled out Disney + in its keynote, people would have fainted," Jackson said.
Maybe it's not too late for Apple. What are $ 300 billion among friends?
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