![]() ![]() Many expected Pixar's Lightyear to lose the Mouse money, but an estimated $106 million loss for the entertainment conglomerate had to hurt. The same happened for Doctor Strange in the Multiverse of Madness and Black Panther: Wakanda Forever, but the animation studios took the brunt of profit losses. So that's the one, I think, Warner Brothers should buy.Disney just endured its biggest box office flop of 2022 with its most recent animated release.ĭisney has certainly had its ups and downs with the box office lately, but new data has shown that one film from the company was the worst box office flop in 2022.ĭespite Marvel Studios taking hits from fans and critics for films like Thor: Love and Thunder, Disney still made a relatively healthy profit. ![]() And Warner Brothers is just managing the same business better than, I think, Paramount is. They reported their stock was down over 20% yesterday. We expect WBD to look at Paramount as an acquisition. I think it's still in the turnaround phase. So we think that's an interesting- but WBD does have a big library. So there's a lot of synergies always between distribution, which is what Apple iPhones are, and in content, which is what Disney is. You could do some of the content of the Walt Disney Company exclusive to Apple for a certain window, three months or something, which would drive Apple iPhone penetrations. And then you would also have two billion active devices in Apple. You'd be adding 100% omnichannel touch points, because you can touch consumers in theme parks, which Apple can't do. ![]() LAURA MARTIN: Apple and Disney, so the great thing is the brand consistency, right, world class brands in both cases. And so then what would be the biggest selling points in terms of the synergies that you already see between Apple and Disney? Apple is a distribution platform, so Apple would really need to buy a successful and healthy film studio to make content, not a broken one. But the Warner Brothers film studio has been sort of on a cold spell for the last five years, and Apple can't help with that. They're going to launch another Superman, so we'll see. But here at Warner Brothers, it's unclear they can actually make like DC comic movies. The issue here is I think we have a broken film content creation engine, where it's not- at Disney the company, it is not broken. LAURA MARTIN: You know, we're arguing that Apple should buy the Walt Disney Company. Discovery earnings with Rachelle Akuffo.Ġ0:00:15 It's "unclear" WBD can make successful moviesĠ0:01:01 Opportunities for synergies between AAPL, DISĠ0:01:32 WBD should look to buy Paramount Video Transcript In her full interview, Martin dives deeper into Warner Bros. Discovery is "just managing the same company" as Paramount, but better. Discovery ( WBD) to look to Paramount ( PARA) as a potential acquisition opportunity, given Paramount's recent sliding stock. The company has a "big library" of names, with plans to launch another Superman movie to bolster the D.C. If they combined, Apple ( AAPL) and Disney ( DIS) would stand to benefit from "a lot of synergies" between Apple's strong distribution network of iPhones and Disney's powerhouse content, says Martin. Apple is a strong distribution platform, and would stand to benefit from buying a "successful and healthy film studio." Enter: Disney. Discovery faces challenges with "a broken film content creation engine" that's been on a "cold spell" for the past five years, says Martin. Discovery (WAB) earnings, which showed the company's streaming platforms will turn a profit a year earlier than expected. Martin joined Rachelle Akuffo on Yahoo Finance live to talk Warner Bros. Apple (AAPL) could make big moves in the streaming space with a purchase of The Walt Disney Company (DIS) says Laura Martin, Needham & Co. ![]()
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