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?
Tag: Warner Brothers Discovery
It is always a good idea for companies to add incremental products and services that customers value. These incremental products and services enhance the value of a given company's product and service portfolio. They act as "glue", which mitigates customer churn, drives usage and more. Amazon (ticker: AMZN), Prime: In the case of Amazon's Prime … Continue reading Tech Companies & Strategic Glue
Reading through WarnerBros Discovery's (ticker: WBD) financials... it makes lots of sense for WBD CEO David Zaslav to find a strategic partner. WBD is undersized in its direct-to-consumer ("DTC"), business - it needs more proprietary content and reach. WBD has approximately $47 billion in debt ($3 billion short-term, $44 billion long-term). An acquisition of Endeavor … Continue reading What’s Next For WarnerBros Discovery?
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
It appears that a WWE transaction is around the corner. If I were a prospective buyer I would want to see what kind of numbers WWE does this weekend when it hosts its largest annual pay-per-view event -Wrestlemania - from Los Angeles. WWE shares sit at $89.32 as they have climbed from $84.08 on Friday … Continue reading A WWE Deal Appears Close
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
We expect Amazon Prime to be the most active streaming service over the next number of years in terms of its overall commercial activity. This will be especially true as it relates to: 1.) strategic partnerships with other content providers across content categories (sports & entertainment), as well as 2.) acquisitions. Apple (AAPL) and Amazon … Continue reading Amazon Prime: The Most Active Streamer