I wonder if they can even accelerate the 2024 Hulu purchase timeline.Disney's next acquisition is easy, the 1/3 of Hulu they don't own. Now, they should actually triple down on it and buy MGM Entertainment. That would give them full ownership of "Handmaid's Tale" and thousands of other shows and movies.
I'm still not sold on MGM. I think SPE would be better, but that is just my opinion.
Of couse I wouldn't stop there. Disney needs to improve it's themepark capacity and numbers so they should buy Seaworld and Cedar Fair. Yes, both of them. Seaworld Orlando would give them their 5th gate in Orlando while Cedar Fair would give them their third in Anaheim. Plus Seaworld San Diego is only a 90 minute drive from Disneyland and could be added to those vacationing at the DLR. The remaining parks could be put in a new Division, Regional Parks, and used as a marketing tool for Disney+, Disneý Movies, Disney Television and Destination Vacations. Plus, Florida and Texas are fast growing states and Williamsburg is close to the only city that never has a recession, Washington DC.
Bob Chapek has the opportunity to put his mark on the Company and today is the day. They have the money so use it.
That would leave Disney, Universal, and Six Flags as the only major theme park operators in the US. Not sure that would pass regulatory scrutiny by the SEC. We haven't had a major consolidation of the theme park industry since Cedar Fair purchase Paramount Parks from CBS. So it'd be interesting to see if some consolidation happens again in the near future and if Disney would be part of it.