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Disney + is the service Apple wants



The relationship between Apple and Disney is well documented. Disney's CEO Bob Iger sits on Apple's board. Apple co-founder Steve Jobs also established Pixar Animation Studios, which he sold at Disney in 2006. The job became the largest individual shareholder of Disney after the transaction with approximately 7 percent of the remaining shares of the company, and served on Disney's board until his death Disney has long been a first consumer of Apple products, including being the first to put a full-length TV show on iTunes.

So where's the deal?

"My wonders are some if Apple can still buy before November," says Eric Jackson, founder and president of EMJ Capital Ltd., investing in tech and media companies. "Putting my hat conspiracy, perhaps the two have named it & # 39; Plus. & # 39;"

Buying Disney will be a big hit, as Disney purchases more than its streaming service. Apple needs to buy a theme park business, which has taken over $ 20 billion in revenue last year. It needs to buy ESPN and traditional cable business networks, film and TV production studios, and all Fox assets where Disney only paid $ 71

.9 billion. It needs to purchase the BAMTech streaming platform and the business of consumer products and everything else that goes with a company with $ 237 billion in market cap.

Apple can afford it. It ended its first quarter with $ 245 billion in cash in hand. If regulators allow it to be a different question.

"Apple should buy Disney a few years ago instead of messing around with their buybacks, dividends and debt," Jackson said.

But if Apple does not want to bet the Disney company, there is a licensing agreement to strike?

Disney wants Disney + to be available in many homes so long as it does not want to restrict buyer access by limiting potential customers. But what if Apple has in any way mixed its original content on the Disney product to offer a blended subscription service to Apple device owners?

Adding Disney content will give Apple a deeper library. This will remove the problem with "many streaming services". This will help Disney reach Apple device users (which, as Oprah said, "is in a billion pockets, y & # 39; all!")

Apple is unimportant about the catalog of Disney and just want to focus on original programming. Investors may be more worth the Disney catalog as a draw, said Rich Greenfield, a media analyst at BTIG Group.

"Apple will spend more on the original program at year one and at a lower price than Disney," says Greenfield, expecting Apple's original shows to be free for owners device.

But the timing of events – and how much difference they are – is at least a little head scratching.

"If Apple cut Disney + into their keynote, people would be lost," Jackson said.

It's probably not too late for Apple. After all, what is $ 300 billion with friends?

WATCH: Disney CEO is releasing details on Netflix's competitor of the company


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