GarlVinland4Astrea t1_iy4u18t wrote
Reply to comment by boundbylife in Bob Iger Tells Disney Town Hall Hiring Freeze Still In Effect, No New Acquisitions Planned & Not Merging With Apple by HumanOrAlien
Ironically the theme parks are why I doubt Apple would want Disney. They probably don’t want in on that business and it’s so crucial to Disney revenue. I could see them trying to snag Disney Plus and merge it with Apple TV to get exclusive deals with them
boundbylife t1_iy4xck8 wrote
> Ironically the theme parks are why I doubt Apple would want Disney.
Actually I can see an argument for the parks being the exact reason Apple would want Disney.
The Parks are quickly becoming high-end, 'influencer-esque' experiences - my insta and TikTok are positively littered with people in the parks taking pictures, making blogs about the food etc.
Apple, I think for their part, would love nothing more than to soft-enforce an Apple Garden around that experience:
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"Want to make your own magic shots, without having to pay memory maker? Only Apple Phones can provide this custom photo effect!"
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"Use Apple Augmented Reality to see instantaneous wait times for your favorite rides"
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"Only Apple watches are supported as third-party magic bands"
etc etc. Then you'd have all the influencers buying Apple because its 'the best experience', and they'd quasi-organically rep for Apple in every single post, blog, and video.
highdefrex t1_iy50ppb wrote
God, just reading that is nauseating, not because of you throwing all those hypotheticals out there, but because they're too plausible and gross, which is just... sad.
KingMario05 t1_iy52rnn wrote
...I think I just threw up in my mouth. Jesus.
ekaceerf t1_iy5dslr wrote
But all of that can be done with a simple partnership. No need to spend 100+ billion dollars.
rickyhatespeas t1_iy6jc88 wrote
And it would alienate a huge market share domestically with no potential overseas. Apple would definitely be mostly interested in the content production and brand, they would almost be synonymous with the U.S.
boundbylife t1_iy6iis8 wrote
I never said it was a smart idea...
kevin5lynn t1_iy686ps wrote
Your ideas could work, but they would never bring in the billions in revenue that Apple would need to even consider the viability.
rickyhatespeas t1_iy6k7k7 wrote
It could work on a technical level, like it's possible. But iPhone is only a little more than half of US phone users, if you dial into the demographics maybe 60-65% of Disney park guests have iphone. Overseas that drops to nothing. The amount of people buying a phone to go to Disney is probably 0 since hardcore fans/guests are likely on iphone already and adding another 2k to a ticket isn't feasible. It wouldn't cover R&D, let alone the Disney cost.
ChangeTomorrow t1_iy7ca2y wrote
Non of my social media feeds have any Disney related posts. It’s because you have personally curated for yourself do you see all the Disney posts.
Logan_No_Fingers t1_iy8ec66 wrote
Apple is a premium brand.
Its Apple - expensive v Android at free.
Disneyland parks core audience is middle & lower middle earners -
https://www.insider.com/middle-class-most-eager-to-visit-disney-parks-2021-6
IE very few of Apples core target market want to go to Disneyland
The parks are not "high end" influencer. They are garbage people 2000 follower, side line in onlyfans influencers. People earning $50-75k with 7 side hustles, a Robinhood & FTX account.
Apple is not chasing that market.
Darkageoflaw t1_iy8pcie wrote
Almost everyone I know has an iphone lol. You make it sound like Apple only sells to Saudi Princes.
Logan_No_Fingers t1_iy8rm0h wrote
Well that's scientific. And a complete bullshittery of what I wrote
Here you go -
https://www.computerworld.com/article/3668913/you-are-the-product-but-with-an-apple-twist.html
"Apple’s customers tend to be more affluent than those on competing platforms. I’ve seen claims that the mean income of a US Android owner is $69,647, while iPhone user’s make $88,256.
In addition to that, 35% of Apple’s iOS owners have household incomes over $100,000 per year. An iPhone user is also three times more likely than an Android owner to have a total household income over $300,000/annum."
Average Disney park users have a $75k income.
https://www.insider.com/middle-class-most-eager-to-visit-disney-parks-2021-6
"People who earn less than $75,000 are most eager to visit Disney, according to an Insider poll.
Those with yearly incomes over $150,000 were the least interested in taking a Disney vacation."
Darkageoflaw t1_iy8ush9 wrote
More people in the US use iphones than android. It doesn't take a "scientist" to figure out it's a popular device that is owned by people in many economic classes in the US. Most people who have one are on a plan or have an older one. Also Disney World is pretty expensive for a theme park. If I was really cheap I'd go to six flags and have a cheap android (and I do).
Logan_No_Fingers t1_iy8ygvg wrote
> More people in the US use iphones than android. It doesn't take a "scientist" to figure out it's a popular device that is owned by people in many economic classes in the US.
Part of that was right, IOS has roughly 55% of the market.
Where you then veer off into made-up bullshit is when you decide that the economic spread is the same.
I mean GM has a 15% market share in the US, Audi a 7% market share. The average income of their owners are probably the same right?
Darkageoflaw t1_iy900l0 wrote
This is a bizarre argument. Your own article says "People who make under $75,000 per year are most eager to visit Disney, but it's almost unaffordable for them", the keyword is unaffordable. Disney and Apple are popular in general but they are expensive. People who want to go to Disney the most are people who can't afford it, like no shit if you can go anytime it's not special anymore. I bet you could find an article about poor people wanting an iphone more than people who already have one.
Do you really think 55% of Americans don't want to go to Disney world because they are too good for it? That's completely ridiculous lmao. Also Disney is more than just parks. Steve Jobs was one of the head guys at Pixar.
Logan_No_Fingers t1_iy92pdx wrote
> Also Disney is more than just parks.
Yes, it is, but this discussion was based around the idea a huge reason Apple would buy disney is to get parks.
Despite Apple having zero history in that area & zero over lap in target audiences
Darkageoflaw t1_iy94xdp wrote
>zero over lap in target audiences
Where are you getting this information? It's completely made up.
[deleted] t1_iy6nth8 wrote
[deleted]
EvilioMTE t1_iy7tnjn wrote
>Ironically the theme parks are why I doubt Apple would want Disney
Theme parks have long been a place to test out and debut emerging technologies. A chain of theme parks would be the perfect thing for Apple to purchase.
I'm really intrigued, why do you believe that that would be something that would turn Apple away from a merger?
Logan_No_Fingers t1_iy8fq8y wrote
Zero overlap with apples actual target audience.
Park audience - lower & middle class. Apple target market - upper level earners with huge disposable income.
To monetise parks Apple would either need to convince those least likely to go to a park, to go, or convince those actually going to.. earn more & buy iPhones.
That makes zero sense. Apples target audience would be people who have a lot of cash & piss it away on stuff - like when they bought Beats, or Primephonic. Not mass market stuff targeted by the middle & lower earners.
Think of it like - would they buy Lululemon or Old Navy? Which has overlap?
EvilioMTE t1_iy8jru6 wrote
The parks would be used, as they have been before, for research and development. It has nothing to do with whether park audiences would actually buy the product. This has been going on for the entire history of Disney parks (and Universal).
Logan_No_Fingers t1_iy8of2d wrote
Exactly what R&D would apple need the parks for?
Again, given the average park user has almost no overlap with the average apple user - certainly not with top paying apple users
Obfusc8er t1_iy90s76 wrote
Lower and middle class? Have you seen the prices of a Disney World visit lately?
Logan_No_Fingers t1_iy93i42 wrote
Have you seen the people going to Disney world lately?
In addition, a massive part of Chapeck getting axed was he put the prices up in parks, alienating parks core audience.
IE the CEO literally just got fired to a very large degree, because he had made parks too expensive for the people who go to parks. And the first thing Iger singled coming in was he would halt that.
treerabbit23 t1_iy5gb2k wrote
Tell me you don't read 10Ks without telling me you don't read 10Ks.
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