Not sure anyone has anything that Disney wants, or would be willing to give up. So what specifically did you have in mind?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.
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.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.
The Comic Pals suggested that Disney might make a few more acquisitions after all.View attachment 682437
I know. I hope it lasts until March next year. That's probably when they'll be in the buy phase.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.
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.I know. I hope it lasts until March next year. That's probably when they'll be in the buy phase.
I can't afford to subscribe it either. But maybe you could find someone who's a subscriber and can elaborate for me.Please elaborate. It's behind a paywall.
The Comic Pals suggested that Disney might make a few more acquisitions after all.View attachment 682437
They already tried its hand at video games with Infinity, Iger shut that down in 2016.The situation with Hulu needs to happen first before they even consider an acquisition. Determine the future of streaming and see what happens with HBO Max or whatever they are calling it now. Netflix is way too expensive for Disney.
I've always said that Disney's next realm would be the video game industry - it's the last entertainment frontier (outside of casinos and gambling) for them to contend in. Right now all they do is license, which should be their current strategy as they absolutely suck at it.
Who are the Comic Pals? Not sure if they are the most credible source for Disney news.
Don’t bother. The article is just about predictions from insiders, and not all predictions come true.Does anyone have a Business Insider membership? It's behind a paywall.
This has nothing to do with Disney, so not sure why its being posted here.Warner Bros. Discovery Says Content Write-Offs Could Be Up to $3.5 Billion, $1 Billion Over Previous Estimate
Warner Bros. Discovery said content impairment write-off could be up to $3.5 billion -- $1 billion more than it previously pegged.variety.com
I wonder Warner Bros would say "Hmm, you WANT to acquiring Harry Potter from us, Disney. Well let's see we will acquiring Steven Spielberg's Roger Rabbit from you because YOU didn't use him as IP for future sequel as new Roger Rabbit shorts as new Roger Rabbit attractions since this Oswald ride rumor to replace RRCT, we use Harry Potter at Universal parks, but YOU always do this STUPID Avatar land at Animal Kingdom to beat us."Disney Reportedly in Talks to Acquire "Harry Potter" from Warner Bros. Entertainment | Disney Dining
Disney is reportedly in talks to acquire the Harry Potter brand from JK Rowling and Warner Bros. Entertainment.www.disneydining.com
Register on WDWMAGIC. This sidebar will go away, and you'll see fewer ads.