TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Disney

    • Spin-Off YouTube and Google Cloud?

      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…

    • Disney’s Next Deal

      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).

    • WWE Is Comcast’s To Lose

      I don’t buy the idea that anyone other than Comcast (CMCSA) will acquire WWE (WWE).

    • Bob Iger’s Mission? Sell Disney.

      I am not buying the talk that Bob Iger’s mission is to identify his successor at Disney (DIS). A sale will most likely be Iger’s final act as Disney CEO. Iger already whiffed once with his selection of Bob Chapek as his successor. Iger will not make the same mistake twice. Rather than name a…

    • Bob Iger’s Back as Disney CEO

      It is hardly a surprise that Bob Iger is back as Disney (DIS) CEO.

    • May I Borrow Your Password?

      New Bain study suggests that 1 in 4 streaming subscriptions is shared. Disney+ tops the list with approximately 33% of people who use the service access it with someone else’s subscription. Netflix is #2 with approximately 30% of people accessing the service via someone else’s subscription. Read about Apple TV+, Amazon Prime Video, HBO Max…

    • Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

      Enterprise Software companies know that it is imperative to add features and functionality in order to justify price increases. It is time for streaming services to learn that lesson. What can streaming services learn from the Enterprise Software industry? One important lesson is that Software companies that genuinely care about their customers add value in…

    • Apple + Disney

      We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my…

    • Further Media Consolidation Is Coming

      The effect of increased competition on Netflix (NFLX), manifested itself in a net subscriber loss for the first time in 10 years. The net subscriber loss manifested itself approximately one year later than we thought it would. Competition has never been greater on the streaming content side of the media world with Disney (DIS), Apple…

    • Amazon & MGM? Bezos & Bond?

      Amazon has likely done the math and concluded that acquiring a proven film library (MGM owns the rights to the Bond franchise) has a superior risk reward as compared to building a content library from scratch. It remains to be seen how competitive such a prospective deal would be as Disney Executive Chairman Bob Iger…