While I enjoyed reading your well written post, I’d have to say that Apple is one of the least likely acquirers of Disney. For years, people floated the idea that Apple was going to buy AT&T (or part of it), then Netflix, then Tesla and then another one that escapes my memory. But the largest acquisition that Apple has ever made was the Beats deal for, I believe, somewhere around $3 billion. Disney’s market cap is approximately $160 billion… and even a modest buyout premium would put the takeout close to $200 billion.

Could Apple afford the deal? Sure, they could write a check tomorrow and still have $25+ billion in the bank. But is it in their DNA to do large deals? Doesn’t seem so. Not impossible, but just not very likely IMO.

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Posted by slackster

Houston

Member since Mar 2009

85487 posts

Posted on 8/9/23 at 7:08 pm to Jag_Warrior

The people who talk about Apple buying Disney also think Disney’s wokeness is to blame for its troubles. That won’t get any better under Apple.

I don’t see it for purely financial reasons, like you said.

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Posted by Atttaboy

Atlanta, GA

Member since Aug 2014

329 posts

Posted on 8/10/23 at 9:09 am to Jag_Warrior

The thing for Apple is that they’re in the media and entertainment space as a very small player at this point. Apple’s DNA is to be a major player in any market that they enter. Netflix, Amazon, all the legacy Hollywood studios, and even Google (YouTube) are eating their lunch.

If Apple wants to be one of the top entertainment brands, they can only do that quickly via acquisition.

Apple and Disney have a history together back to the Pixar acquisition times.

I’m not saying that this will happen, but I wouldn’t be shocked in the least if it does.

This post was edited on 8/10/23 at 9:10 am

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