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Tag: Disney
VisionPro - Apple's mixed reality platform is what's next for Apple. However, the price point needs to come down before the high-end headset becomes ubiquitous. Assuming the price point comes down over the next several years, Apple will need glue to reel customers in and to drive usage. That means Apple will need to heavily … Continue reading What Next for Apple?
Perhaps Amazon and others have already low-balled Disney regarding an acquisition of the Company? I know if I were Amazon, YouTube or Apple, and I was to lob an offer into Disney, I would not impute much value to ESPN. Sure, ESPN is a widely-recognized brand, but so is Amazon, YouTube and Apple. Further, ESPN … Continue reading Perhaps Disney Has Already Been Low-Balled?
META's Threads traffic has fallen off after a strong start in early July (blue line in the chart below). Zuckerberg needs to focus less on jiu-jitsu and more on META's product portfolio. Source (HERE). Does META have world-class Product Managers? One look at each product and the answer is a resounding "NO!" Start there. Hire … Continue reading META, META You Can Do Better
Let's assume that Disney sells off unwanted legacy, linear networks and what remains is the Media & Entertainment business and the Parks business. What may a deal look like with Amazon, Apple, Google or Xbox/Microsoft? This is a follow-up to our recent article: It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger. … Continue reading What May A Disney Deal Look Like?
There was a time when it seemed that content producers believed that the answer to generating revenue was to go direct-to-consumer via a proprietary streaming platform and to do so without a distribution partner. That is a very expensive proposition. For example, the WWE (ticker: WWE), launched its 24/7 streaming network - WWE Network - … Continue reading It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger.
Free advice for Disney CEO Bob Iger - acquire WarnerBros Discovery (WBD) and allow CEO David Zaslav to run the combined operation with Dr. John Malone as Chairman. A second alternative would be to acquire Endeavor (EDR) and allow founder/CEO Ari Emanuel to run the combined operation. Both Messrs. Zaslav and Emanuel are more savvy … Continue reading Free Advice for Disney CEO Bob Iger
Disney (DIS) needs additional hit content for its Disney+ streaming platform. The streaming game is a scale game. Production houses that own their own streaming platform (Netflix, Disney, Comcast, Warner Bros. Discovery), need to ensure they have sufficient "hit" content to drive profitable streaming operations. Ideally those content producers want to achieve streaming profitability primarily … Continue reading Disney Should Acquire Warner Bros. Discovery
ESPN+ is the strongest component of Disney+ when one considers ESPN+'s subscriber growth and average monthly revenue per paid subscriber. ESPN+'s "anchor tenant" is the UFC (Disney signed a 5-year, $1.5 billion deal with Endeavor-owned UFC that became effective January 2019). Disney will want to renew its UFC deal. Therefore, why not acquire the asset … Continue reading Why Disney May Acquire Endeavor
Sure, if Alphabet (ticker: GOOGL), were to spin off YouTube and Google Cloud it would be easier for Wall Street to value the component parts. However, I'm not sure that YouTube or Google Cloud ought to spin-off. Here's why: Google Cloud: Google Cloud consists of Google Cloud Platform (GCP is the comp to AWS and … Continue reading Spin-Off YouTube and Google Cloud?
Disney CEO Bob Iger's end game for the house of mouse does not necessarily have to be a sale to Apple (AAPL), Amazon (AMZN) or Google (GOOGL), nor does it have to be a merger of equals with someone such as Comcast (CMCSA, the leading candidate to acquire WWE). Batman to the rescue. An acquisition … Continue reading Disney’s Next Deal
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