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Disney's Next Acquisition Speculation / Discussion

Disney Irish

Disney Irish

Premium Member
CaptainAmerica said:
So just to keep up with the latest round of "insiders" and "experts"...

Disney is going to buy Netflix, Sony, Paramount+, and Comcast's share of Hulu. Meanwhile they're going to sell Fox, ESPN, ABC, and their own share of Hulu (to Comcast). And then Bob is going to sell the wholeass company to Apple.
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I think the only thing right in that whole thing is Disney buying out the rest of Hulu from Comcast, as that is already setup for 2024.
 
brodie999

brodie999

Active Member
The Moles Family said:
I think it’s Disney now going to go and ask to be bought out from Apple. That’s veritably one way to secure their future
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But considering all of the buyout-selling reports are mostly unreliable and conflicting, it may not even be true. Apple is a phone company and even though Disney has worked with them in the past, I don't think such a merger would be possible at this point.
 
The Moles Family

The Moles Family

Well-Known Member
I know most people don’t think will happen I believe Apple may potentially like the idea too. Pocket change for them as they’ll be the worlds biggest Tech company as well as entertainment company
 
Disney Irish

Disney Irish

Premium Member
The Moles Family said:
I think it’s Disney now going to go and ask to be bought out from Apple. That’s veritably one way to secure their future
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Not likely. If Iger was ever going to do that it would have been back when Steve Jobs was still alive, as he wrote in his book. Today its a different landscape and while Apple is now also in the streaming space is more likely to acquire a smaller niche studio than Disney. So look for Apple to make a play for someone like Lionsgate or A24 (my bet for the indie type films Apple likes) rather than Disney.
 
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WizardofDestiny123

Active Member
Now that Iger is back, I could see him making one more acquisition to help cap his legacy at Disney. Perhaps Hasbro? I can't imagine it would be the most expensive acquisition in the world. It's a company Disney already does considerable business with, and a way to possibly bolster their own consumer products division.

That, and Hasbro has plenty of IPs of their own that could complement what Disney is doing right now. I also can't see a Hasbro acquisition being anywhere near as expensive as Netflix, Sony, WB, EA, or any of these other companies people keep unrealistically throwing around. Further, Hasbro would be a lot less difficult from a regulatory perspective. Disney isn't really in the toy business outside of licensing and Hasbro's entertainment output is minute compared to the other studios.
 
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Disney Irish

Disney Irish

Premium Member
Iger confirmed in a town hall with CMs today that:

1. Disney is not being sold to Apple despite rumors.
2. Disney will not be acquiring any new companies any time soon.

www.cnbc.com

Disney hiring freeze will stay in place, CEO Bob Iger tells employees

Disney CEO Bob Iger said he won't remove the company's hiring freeze and that he will reassess its cost structure.
www.cnbc.com www.cnbc.com

www.yahoo.com

Bob Iger Talks Disney Hiring Freeze, Streaming Spending and ‘Don’t Say Gay’ in First Town Hall Back as CEO

Bob Iger officially returned to his post as CEO of the Walt Disney Company on Monday — sealing it with a tweet and addressing a rapt audience of employees at a company-wide meeting. “Filled with gratitude and excitement to be back,” Iger wrote on his personal Twitter account, attaching a photo...
www.yahoo.com www.yahoo.com
 
sedati

sedati

Well-Known Member
Purchasing is one thing but I'd love to see more asset trading happening. Iger traded for Oswald after all. With so many struggling, it seems a good time for some friendly swapping to occur.
 
J

J4546

Well-Known Member
negotiating marvel character rights in FL seems like it would be a priority if they want to add a massive Marvel themed land in DHS or wherever.
 
Disney Irish

Disney Irish

Premium Member
sedati said:
Purchasing is one thing but I'd love to see more asset trading happening. Iger traded for Oswald after all. With so many struggling, it seems a good time for some friendly swapping to occur.
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Not sure anyone has anything that Disney wants, or would be willing to give up. So what specifically did you have in mind?

J4546 said:
negotiating marvel character rights in FL seems like it would be a priority if they want to add a massive Marvel themed land in DHS or wherever.
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Neither Disney nor Comcast appear to want to change anything right now with the Marvel theme park rights in Orlando. I won't expect anything to change on that front until Comcast is ready to drop the Marvel theme from IOA, for Disney its free licensing revenue coming in.
 
brodie999

brodie999

Active Member
The Comic Pals suggested that Disney might make a few more acquisitions after all.
7268FBFD-E017-46F1-9632-05E1E3BCE749.png
 
Disney Irish

Disney Irish

Premium Member
brodie999 said:
The Comic Pals suggested that Disney might make a few more acquisitions after all.View attachment 682437
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That is not actually what they said. What they are saying is really no answer at all.

Let me summarize:

Sure at some point in the future even if its 5, 10, 15, 20, 25, 30, etc. years from now Disney MIGHT make more acquisitions if it makes financial sense. But there is not guarantee of that happening. Its called hedging your bets, they give a vague answer for a reason.

For example Disney this week purchased the final piece of BAMTech from the MLB, which made financial sense.

The point that I think needs to be made here is that Disney isn't hunting for new acquisition targets such as new Studios right now. If something falls in their lap that is too attractive an offer to pass up and it makes strategic and financial sense yes they might buy it. But this is not like Pixar, Marvel, Lucas, etc. Disney is in a restructuring phase right now, not a buy phase.
 
brodie999

brodie999

Active Member
Disney Irish said:
That is not actually what they said. What they are saying is really no answer at all.

Let me summarize:

Sure at some point in the future even if its 5, 10, 15, 20, 25, 30, etc. years from now Disney MIGHT make more acquisitions if it makes financial sense. But there is not guarantee of that happening. Its called hedging your bets, they give a vague answer for a reason.

For example Disney this week purchased the final piece of BAMTech from the MLB, which made financial sense.

The point that I think needs to be made here is that Disney isn't hunting for new acquisition targets such as new Studios right now. If something falls in their lap that is too attractive an offer to pass up and it makes strategic and financial sense yes they might buy it. But this is not like Pixar, Marvel, Lucas, etc. Disney is in a restructuring phase right now, not a buy phase.
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I know. I hope it lasts until March next year. That's probably when they'll be in the buy phase.
 
Disney Irish

Disney Irish

Premium Member
brodie999 said:
I know. I hope it lasts until March next year. That's probably when they'll be in the buy phase.
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Not sure why March 2023 has any significance but I think it’ll be more than just 4 months before they make any large acquisition again. In fact just a guess but in my opinion Disney won’t make any large acquisitions at all until long after Iger is gone, think 5 years or longer.
 
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WizardofDestiny123

Active Member

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