Disney's Next Acquisition Speculation / Discussion

Disney Irish

Premium Member

seascape

Well-Known Member
Its possible it would get approved similar to when Disney bought 21st Century. Since Netflix, Apple, and Amazon all have their own production capabilities its not like there isn't still competition in the market.
Disney did not own the largest cable TV company or the largest HIgh Speed ISP.
 

Robbiem

Well-Known Member
Iger is apparently being pushed to buy a large game developer (like EA) but I just can’t see them committing another such big investment after the Fox deal.

Also, they must still be making decent returns on just licensing?


Well it would be a classic Iger move - make a merger deal and then use the need to integrate the new business as a way to postpone retiring again

I know people talk about Disney shutting down previous games divisions but they did the same thing with their adult movie brands selling or shuttering miramax, touchstone, hollywood pictures etc then buying Fox to give them an adult outlet.

Maybe this is what the cash from selling ABC will be used for?
 

MisterPenguin

President of Animal Kingdom
Premium Member
Well it would be a classic Iger move - make a merger deal and then use the need to integrate the new business as a way to postpone retiring again

I know people talk about Disney shutting down previous games divisions but they did the same thing with their adult movie brands selling or shuttering miramax, touchstone, hollywood pictures etc then buying Fox to give them an adult outlet.

Maybe this is what the cash from selling ABC will be used for?
The shift back to 'adult' films (called "general audience" as opposed to "family films" to avoid the unintended connotation of "adult films") happened only recently.

When D+ zoomed past all initial expectations, the data showed that the majority of subs were from households with no children. They were actually shocked by that. And when they polled those childless-home subscribers, they said they wanted more General Entertainment.

This led to Disney doubling down on Hulu and making a "Star" brand internationally to feature General Audience content.

Disney then committed themselves to be a "four quadrant" content creator and not a niche Family Entertainment content provider.

And they're no longer 'hiding' General Audience content under not-so-secret subsidiaries such as Touchstone. Yes, Disney has 20th Century and Searchlight, but, they're publicly embracing them as Disney brands as much as with Pixar or Marvel or LucasFilm.
 

Comped

Well-Known Member
The shift back to 'adult' films (called "general audience" as opposed to "family films" to avoid the unintended connotation of "adult films") happened only recently.

When D+ zoomed past all initial expectations, the data showed that the majority of subs were from households with no children. They were actually shocked by that. And when they polled those childless-home subscribers, they said they wanted more General Entertainment.

This led to Disney doubling down on Hulu and making a "Star" brand internationally to feature General Audience content.

Disney then committed themselves to be a "four quadrant" content creator and not a niche Family Entertainment content provider.

And they're no longer 'hiding' General Audience content under not-so-secret subsidiaries such as Touchstone. Yes, Disney has 20th Century and Searchlight, but, they're publicly embracing them as Disney brands as much as with Pixar or Marvel or LucasFilm.
Disney is has more awards candidate (or winning) films/series not aimed at families since buying Fox that ever before. Really impressive.
 

Haymarket

Well-Known Member
Ludo Studio (Bluey). The rights to Bluey's distribution and merchandising rights are complicated, however. Disney would have to buy those from BBC Studios and Moose Toys.

Eh, probably not worth, unless Disney really thinks they can extract much more value from it than the couple billion dollars they'd probably have to pay to own Bluey outright (more value by using it in the parks, getting more licensees for merchandise, etc.).

I wonder if some executives at Disney's are bit annoyed that Disney didn't acquire it before BBC Studios. BBC was there from the start, however, as it co-financed the show.



Or maybe Lions Gate.
 
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MisterPenguin

President of Animal Kingdom
Premium Member
And the possibility of Disney stepping in to acquire their movie rights, much like they did with Fox, is generating considerable buzz.

Oh, it's creating buzz!! Well then it must be true, or at least likely!

That article was so dumb, I lost IQ points.
 

Disney Irish

Premium Member

Disney Irish

Premium Member
What does this have to do with Disney?

And before you say this means that Disney will buy Warner, lets stop that right there. Disney is looking to get the House of Mouse in order right now. They aren't going to be making a huge acquisition outside of finishing the Hulu purchase, and the partner deals with Epic and for ESPN. And speaking of that if Disney was really looking to buy Warner why would they make a deal with them on a new sports streaming service only to turn around and buy them, doesn't make sense.

Anyways Warner can officially be sold next month, April 2024, I suspect we won't hear anything until late 2024/early 2025. And then hear that someone like Amazon, Apple, or Netflix will buy them, with a outside chance of Comcast.
 

celluloid

Well-Known Member
Comcast would make the most sense. Potter sharing for the parks and distribution. They would keep all that coin right off the bat. Partnership has already been good with co-productions in film including Twister coming up. Resurgence in Oz interest would be great timing as well.
Then Universal gets coin from Six Flags/Cedar Fair parks selling the merch. Expands the horror library which after Universal WB arguably has the best.

That also gives Comcast the WB Tunes. That would be wild considering what IOA was supposed to include before it was IOA. Universal may release better product there.
 

Disney Irish

Premium Member
Comcast would make the most sense. Potter sharing for the parks and distribution. They would keep all that coin right off the bat. Partnership has already been good with co-productions in film including Twister coming up. Resurgence in Oz interest would be great timing as well.
Then Universal gets coin from Six Flags/Cedar Fair parks selling the merch. Expands the horror library which after Universal WB arguably has the best.

That also gives Comcast the WB Tunes. That would be wild considering what IOA was supposed to include before it was IOA. Universal may release better product there.
Only issue with Comcast is they already have a huge debt load at almost $100B. And adding more with WBD’s own debt load, almost $50B plus whatever it would cost to buy them, wouldn’t likely sit well with many on Wall St.

So we’ll see but wouldn’t be surprised if Comcast takes a pass on WBD like they did with Paramount.
 

_caleb

Well-Known Member
What does this have to do with Disney?

And before you say this means that Disney will buy Warner, lets stop that right there. Disney is looking to get the House of Mouse in order right now. They aren't going to be making a huge acquisition outside of finishing the Hulu purchase, and the partner deals with Epic and for ESPN. And speaking of that if Disney was really looking to buy Warner why would they make a deal with them on a new sports streaming service only to turn around and buy them, doesn't make sense.

Anyways Warner can officially be sold next month, April 2024, I suspect we won't hear anything until late 2024/early 2025. And then hear that someone like Amazon, Apple, or Netflix will buy them, with an outside chance of Comcast.
Yeah. And I don’t think Disney or Netflix would need to buy WB in order to benefit from their weaker position in streaming.
 

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