ESS: Apple, Inc. & The Walt Disney Company
Aug 10, 2017
(NYSE: AAPL) ($835bn) & (NYSE: DIS) ($157bn)
An AAPL Takeover of DIS – Possibility or Just Speculation? / The Tech Giant Requires a New Source of Revenue Growth / The House of Mouse Needs to Strengthen Its Distribution Channels / “Content Assets” the New Mantra in the Media/Tech/Telecom Space / The Edge Examines What a Combination Gains for AAPL and DIS
We at The Edge believe that Apple Inc. (AAPL), the big fish in the market, is rapidly becoming a $1tn company but needs to diversify its revenue stream (iPhone contributed ~64% to total revenue in 9MFY17) to achieve growth in the coming years. Despite APPL’s popularity with consumers, we believe its lack of revenue diversity is likely to remain a challenge to future growth.
The Walt Disney Company (DIS) is in the midst of two opposing forces, positive and negative, as the outlook of the various businesses in its portfolio differs. Read the below 1-page snapshot for our views on the potential gains to be made by the combination of these two iconic companies.