RBC Analyst Says Apple Acquisition of Disney Is Possible

The video discusses the potential merger between Disney and Apple, focusing on the rationale, likelihood, financial aspects, and broader industry context. The merger aims to combine Disney's content with Apple's distribution, addressing diversification needs. Despite a low probability, the companies' long-standing relationship and Apple's financial capacity make it a topic of interest. The discussion also highlights the ongoing trend of merging content and distribution in the industry.

What are the potential benefits of a merger between Apple and Disney as discussed in the text?

What challenges might Apple face in acquiring Disney according to the discussion?

How does the relationship between Hollywood and Silicon Valley influence the idea of mergers like the one proposed?

What historical examples are mentioned that relate to the merger of content and distribution?

What is the current likelihood of the merger happening according to the analysts?