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Bob Iger Returns/Disney CEO Thread (2022)

  • Thread starter Thread starter salismetho
  • Start date Start date Nov 20, 2022
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Nico

Nico

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  • Aug 13, 2023
  • #441
I’m not in favor of a merger. But Apple and Disney used to be referred to as examples of great corporate reputations. I dunno if that can be said about Disney at this point for all the reasons people have mentioned lately. Apples still pretty good.
 
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Nick

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  • #442
Nico said:
I’m not in favor of a merger. But Apple and Disney used to be referred to as examples of great corporate reputations. I dunno if that can be said about Disney at this point for all the reasons people have mentioned lately. Apples still pretty good.
Click to expand...
I don’t want to see it happen and essentially end TWDC as it has been operated for 100 years. However, I do feel like it’s more likely now than ever before and if Disney needs to be under the umbrella of anyone, being under Apple and their bags of money can’t hurt. Apple would also probably fix Marvel and Star Wars better than Disney can.
 
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TheUniC6

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  • Aug 13, 2023
  • #443
Nick said:
I don’t want to see it happen and essentially end TWDC as it has been operated for 100 years. However, I do feel like it’s more likely now than ever before and if Disney needs to be under the umbrella of anyone, being under Apple and their bags of money can’t hurt. Apple would also probably fix Marvel and Star Wars better than Disney can.
Click to expand...
Any investment for the Disney parks would basically be a drop in the bucket for Apple. If Apple were to implement their tech expertise into things like interactive attractions and ride vehicles at the Disney parks, that would be a game changer for the entire industry. I mean Disney under Apple could finally give us a worthy rise level Avengers E ticket.
 
Grabnar

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  • Aug 13, 2023
  • #444
Nico said:
Would/could they spin off Parks and Resorts as its own business? I’ve seen it wish casted by fans, but I don’t know the legal and financial regulations.
Click to expand...
Would be antithetical to the vertical integration at this point. Films is essentially a driver for merch/parks sales, not much else.
 
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rageofthegods

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  • Aug 13, 2023
  • #445
Yeah Parks is their second biggest source of EBITDA after cable, and unlike cable it's actually growing/flat rather than declining. It would be like someone buying Apple and spinning off iphone (and speaking of, Apple does have experience running retail through their stores).

If they spin off anything, it'll be ABC/FX/ESPN. Profitable, but declining, and can get saddled with all of their bad fox merger debt. But either way, this is predicated on the idea that Iger sells, and while I do think he'll be forced to make some bad decisions soon, I don't think he'll do that.
 
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Grabnar

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  • #446
rageofthegods said:
Yeah Parks is their second biggest source of EBITDA after cable, and unlike cable it's actually growing/flat rather than declining. It would be like someone buying Apple and spinning off iphone (and speaking of, Apple does have experience running retail through their stores).

If they spin off anything, it'll be ABC/FX/ESPN. Profitable, but declining, and can get saddled with all of their bad fox merger debt. But either way, this is predicated on the idea that Iger sells, and while I do think he'll be forced to make some bad decisions soon, I don't think he'll do that.
Click to expand...
I don’t believe the Apple/Disney mergers at all, but ESPN would be the one that wouldn’t get spun off imo.
 
Viator

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  • Aug 13, 2023
  • #447
I really do not want to believe the Apple/TWDC merger talk at all, feels like corpo suicide.
 
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Mad Dog

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All I see is ABC, and some cable channels, sold.....The theme parks are 'the brand'. Suicide for the company to sell them.
 
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TheUniC6

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  • Aug 13, 2023
  • #449
Mad Dog said:
All I see is ABC, and some cable channels, sold.....The theme parks are 'the brand'. Suicide for the company to sell them.
Click to expand...
Cable is declining in the age of streaming. I have know people who have dropped cable all together and gone with streaming services. But if ABC is spun off, would Disney content like say Pixar and Disney Animation movies be licensed for programming on ABC?
 
Mad Dog

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TheUniC6 said:
Cable is declining in the age of streaming. I have know people who have dropped cable all together and gone with streaming services. But if ABC is spun off, would Disney content like say Pixar and Disney Animation movies be licensed for programming on ABC?
Click to expand...
Licensing agreements/contracts for what's shown where are so varied it's nearly impossible to figure what will occur in the future. Example: The Warner Potter films were contracted to the Disney Freeform channel for a decade or so even though the Potter lands were in Universal. Bottom line is the content usually follows the money.
 
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GAcoaster

GAcoaster

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  • Aug 14, 2023
  • #451
There are too many unknowns about what an Apple acquisition would look like. Could be if they did they just sell the parks and other "non-core" business units to private equity firms who run things under license agreements. That's what Comcast was ready to do before they saw the potential in the parks...
 
Grabnar

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  • #452
GAcoaster said:
There are too many unknowns about what an Apple acquisition would look like. Could be if they did they just sell the parks and other "non-core" business units to private equity firms who run things under license agreements. That's what Comcast was ready to do before they saw the potential in the parks...
Click to expand...
I just struggle to think of a situation where a company purchases Disney but doesn't keep it vertically integrated, whether that's Apple or another company.

I think with any merger they're going to need to spin off the Fox debt to a dying division, probably cable, and then either sell off Hulu or finish the process of merging with D+.

I just don't see a situation where a merger with another company occurs and is a good thing, though. They need some new blood to come in and shake things up, but I don't think that a merger would do either company any justice.
 
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GAcoaster

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  • Aug 14, 2023
  • #453
A company looking for quick cash could easily sell any unit off. The parks are core to Disney, but not Apple. Apple wants content. If they sold the parks off they could still make money on licensing fees (just like Disney does with OLC now). After a merger or acquisition companies often look to reduce costs and pay down what they spent on the purchase.
 
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Grabnar

Grabnar

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  • Aug 14, 2023
  • #454
GAcoaster said:
A company looking for quick cash could easily sell any unit off. The parks are core to Disney, but not Apple. Apple wants content. If they sold the parks off they could still make money on licensing fees (just like Disney does with OLC now). After a merger or acquisition companies often look to reduce costs and pay down what they spent on the purchase.
Click to expand...
I understand that, but there's no reason that a company would pick up Disney that would not want the parks. You're paying a premium for the fact that you have a content -> hospitality/tourism -> merch pipeline established.

As far as Apple studio acquisitions go, I think they'll aim for the mid-high tier first, their brand ethos for the Apple TV+ has been high production value, relatively "high brow" content. I think something like A24 makes much more sense given their relatively high content quality as compared to Disney's, and I would not at all be surprised if that eventually happens, as was rumored back in '21.
 
Mad Dog

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  • #455
The theme parks are the heart and soul of the Disney brand. Without them there is essentially no brand. The value of that is not something that a dollar figure can be put on. The park division always makes lots of profit, short of a national disaster like covid. The other divisions of the company are up and down and suck off the park's profit to survive in their bad quarters. Unfortunately, Disney uses the parks as their cash cow, and instead of putting a high share of profits back in the division, they divert it to other divisions and investors. The parks suffer under this arrangement.
 
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GAcoaster

GAcoaster

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  • Aug 14, 2023
  • #456
Grabnar said:
I understand that, but there's no reason that a company would pick up Disney that would not want the parks. You're paying a premium for the fact that you have a content -> hospitality/tourism -> merch pipeline established.
Click to expand...
Because shareholders want money, and if activist shareholders see weakness in profitability, they want it gone. That's why shareholders were pushing Disney to split the movie studio from the rest of the company a few years ago-- to maximize their profits. Wall Street doesn't care about heart and soul, only dollars and cents. All of that pipeline of hospitality and merch still happens with licensing agreements (which they would charge a premium for).

It doesn't matter at the moment either way because it hasn't happened and might not happen, it's just something that could happen depending on the whims of company leadership and stockholders who they are beholden to.
 
Last edited: Aug 14, 2023
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Nick

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  • Aug 14, 2023
  • #457
Grabnar said:
I understand that, but there's no reason that a company would pick up Disney that would not want the parks. You're paying a premium for the fact that you have a content -> hospitality/tourism -> merch pipeline established.

As far as Apple studio acquisitions go, I think they'll aim for the mid-high tier first, their brand ethos for the Apple TV+ has been high production value, relatively "high brow" content. I think something like A24 makes much more sense given their relatively high content quality as compared to Disney's, and I would not at all be surprised if that eventually happens, as was rumored back in '21.
Click to expand...
Disney does have FX and Searchlight it can pitch to Apple as their “highbrow” content.
 
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JungleSkip

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  • Aug 14, 2023
  • #458
I still don't buy the "Apple is gonna buy Disney" talk...but if they did, selling the parks would be dumb. They're the most bullet proof sector of Disney's business
 
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fryoj

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  • Aug 14, 2023
  • #459
Fast forward 10 years, when the new owners of the Disney parks have to start retheming Galaxy's Edge, Cinderella's Castle, Pandora, and Toy Story Land because Uni outbid them with Apple for the rights.
 
tielo

tielo

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  • Aug 16, 2023
  • #460
Is the de-theming that Disney is doing a precursor from things to come? The new look of these area's look a lot like an Apple store.
Imagine all parks being sparkling white.
 
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