Ngaba iApple ingaze ibenomdla wokufumana iNkampani yeWalt Disney?I-Disney +; I-Apple TV + Kukho indawo entle kwasekuqaleni Amadoda amnyama Apho uTommy Lee Jones 'Kay uchaza khona ukuvela kwengcinga kunye nokufumanisa kuWill Smith kaJay. Kwiminyaka elishumi elinesihlanu eyadlulayo, wonke umntu ‘wayesazi’ ukuba umhlaba usembindini wendalo yonke. Kwiminyaka engamakhulu amahlanu eyadlulayo, wonke umntu ‘wayesazi’ ukuba umhlaba uthe tyaba. Kwaye kwimizuzu eli-15 eyadlulayo, ‘ubusazi’ ukuba abantu bebodwa kulo mhlaba. Khawufane ucinge ngento oza kuyazi ngomso.
Ukuthatha into yokuba kufuneka sivulele iinyaniso kunye neyona nto icelomngeni ukuqonda kwethu. Kungenxa yokuba into engalindelekanga okanye engenakwenzeka ayithethi ukuba ayinakwenzeka. Ukuza kuthi ga ngoku njengoko inokubonakala ngoku, makhe siqwalasele into yokuba iApple ngenye imini inokuphakamisa ulawulo lwaseHollywood kwaye ifumane iNkampani yeWalt Disney. 
Reese Witherspoon (L) noJennifer Aniston (R) inkwenkwezi kwiApple TV + Umboniso wasekuseni .I-Apple TV +
I-Apple TV + iyasokola kugqatso lomrhumo
Umxholo yosuku : iimfazwe zokusasaza, kwaye zeziphi iinkampani eziza kushiyeka kube kanye kukuxinana kwentsimi. Siphila ngombono wezoqoqosho wokuba kuhlala kukho iifemu ezintathu eziphambili kwindawo yentengiso, uDavid Offenberg, uNjingalwazi oDibeneyo wezeMali zoKonwabisa kwiKholeji yoLawulo lwezoShishino ye-LMU, uxelele uMbonisi. Silindele ukuba iNetflix kunye neDisney + babange amabala amabini, kwaye ibingumbuzo ovulekileyo wokuba ngubani oza kuba ngowesithathu. I-Apple TV +, kwikhosi yayo yangoku, ayinakuze ifike kwelo nqanaba.
I-Apple TV + iqokelele nje 6.8 yezigidi eziqikelelweyo Ababhalisi basekhaya ukusukela oko bamiliselwa ngo-Novemba ngo-2019. Ngaphezulu kwe-60% yabathengi bayo basebenza kuvavanyo lwasimahla, kwaye i-29% yabo balingo abazimiselanga ukubuyisela umrhumo wabo xa ityala liphela, ngokophando kubahlalutyi e IMoffetNathanson . Ukongezwa kwe-Apple kutshanje kwezilingo zayo zasimahla kubonisa ukuba iinombolo zobulungu ezihlawulelweyo zeApple TV + zihlala zingonelanga.
Ewe, iApple ayisiyiyo inkampani yemidiya kwaye ke ayisebenzi kwindawo efanayo yokudlala okanye isukela iinjongo ezifanayo njengeDisney okanye iNetflix. Ukubandakanya iApple TV + kwinkampani yeApple One yenkonzo ibonelela ngexabiso elongeziweyo. Kodwa kulungile ukuba i-Apple TV + ibonakale ingaphantsi kwenkokeli yelahleko kwaye ingaphezulu kwento engeyiyo emva kweenyanga ezili-16.
Ngaphandle kwesikali esimangalisayo kunye nokufakwa okungathethekiyo kwenkqubo yamathala eencwadi ukucima umxholo wayo, akukho ndlela inokubamba ngayo iAmazon Prime Video, I-HBO Max kunye nezinye izimbangi zokusasaza ezigcinwe kakuhle. Ngokufana neAmazon, iApple ayifuni ukuba iphumelele iimfazwe zokusasaza nje ngeqonga layo le-SVOD iqhubela abathengi kwishishini eliphambili . (Nangona kunjalo, inzuzo ye-Apple ekhulayo ye-2020 ibingaphezulu ibangelwe bubhubhane , hayi kumjelo wayo omncinci.)
I-Apple kuya kufuneka ichithe ubuncinci i-100 yezigidigidi zeedola ukukhuphisana, oko kuthetha ukuba kuya kufuneka bathenge istudiyo esikhulu.
Makhe sijonge kwi-M & A irekhodi lomkhondo lika-Apple
Ukuthengwa okukhulu kwe-Apple kwakuyinkcitho ye-3 yeebhiliyoni zeedola. Akukho kwi-DNA yenkampani yokuzingela ii-asethi ezingaphandle ezixabisekileyo kwi-12-figure stratosphere efana neDisney. I-MGM, i-Lionsgate okanye enye isitudiyo esincinci iya kubonakala ingqinelana nerekhodi lika-Apple lokufumana kwangaphambili. Ukanti iilayibrari zabo zincinci kakhulu kwaye iinkampani azinamandla ngokwaneleyo okwenza ikhathalogu kunye neemfuno zentengiso zokuguqula i-Apple TV + ibe yinkonzo yokhuphiswano.
Cinga ngento eyenziwe nguDisney, utshilo u-Offenberg. Ichithe i-61 yezigidigidi zeedola ukufumana iFox [emva kokuthengisa uthungelwano lwemidlalo lwengingqi yeFox kwiSinclair Broadcast Group ngeedola ezili-10 zeedola njengenxalenye yesivumelwano neSebe lezoBulungisa] ukukhuphisana neNetflix kwaye nge ilayibrari yonke yeDisney emva kwabo. apile khange achithe ngokwaneleyo kwi-Apple TV + ukuze ikhuphisane kule ndawo kwaye iziphumo ziyile nto kanye ubuya kuyilindela.
U-Offenberg wongeze: I-Apple izakube ichithe ubuncinci i-100 yezigidigidi zeedola ukukhuphisana, oko kuthetha ukuba kuya kufuneka bathenge istudiyo esikhulu.
Akukho nanye kwezi ekufuneka ibonakalisile kumgangatho welayibrari yeApple TV +. Melika encinci akukho nto imfutshane ngobuqaqawuli, Umboniso wasekuseni ngumtsalane onegama elikhulu lenkwenkwezi kunye UTed lasso yayiyimvakalelo yehlobo apho abalandeli bengenakufumana ngokwaneleyo. Kodwa i-Apple TV + ayinabo ubungakanani bethala leencwadi ukugcina ababukeli bekwikona ixesha elide kuneeveki ezimbalwa ngexesha. Abasebenzisi banciphisa umxholo wabo abawuthandayo emva koko urhoxise kwaye baqhubeke. Ukuba iApple izimisele ngokuba ngumdlali ophambili we-SVOD-yona, ngokuqinisekileyo isenokungabi njalo-ke ukubetha i-Apple TV + kunye nokuhambisa kwakhona umxholo wayo kwi-Disney's portfolio portfolio. 
IiDisney + UMandalorian .I-Disney +
Imali, imali kunye nemali engaphezulu
Akunjalo ukuba iApple ayinayo imali ukuze wenze oku kuhamba ngokulula . Ingxilimbela yezobuchwephesha ineqhayiya lemarike elingaphezulu kwe- $ 2 trillion, iyenza eyona nkampani ibaluleke kakhulu kwimbali yoluntu. Ukususela ngoJanuwari, iApple inayo phantse i-200 yezigidigidi zeedola Imali echanekileyo isesandleni, enye yeemfumba ezinkulu zemali e-U.S. Okwangoku, iDisney ixabisa kuphela i-354 yezigidigidi zeedola.
I-Apple ibingayi kufuna iComcast (i-262 yezigidigidi zeedola) kuba uninzi lweshishini layo intambo kunye ne-intanethi ngokuchaseneyo nokuzonwabisa kwesitudiyo kunye ne-AT & T ($ 212 yezigidigidi) iyakubashiya kwindawo engathandekiyo yokwenza iifowuni kunye nokuthengisa iinkonzo zefowuni. Isitudiyo ekuphela kwaso esishiyileyo sikhulu ngokwaneleyo ukuba sibatyhalele kulawulo lokusasaza yiDisney, eyenzeka nje ngokuhambelana nophawu losapho lakwa-Apple kunye nokuziphatha koluntu.
Amanqaku okunxibelelana phakathi kwezi nkampani zimbini aya kuba luncedo kakhulu: Iimveliso zeApple ezibonakalayo kuyo yonke imiboniso bhanyabhanya, iDisney + eyakhelwe kuyo yonke imveliso yeApple, edibanisa itekhnoloji yeApple kwiipaki zemixholo yeDisney ukwenza ukufikelela okukhethekileyo kubasebenzisi be-iPhone, ukumiliselwa okukhulu kohlahlo-lwabiwo mali lomxholo izixhobo zokuzonwabisa zestudiyo, ukukhula kwe-ESPN +. Kukho igolide yeqhinga lokumbiwa apha.
Ne Ukutshona kwelanga kweMithetho ePhambili yeMvume I-Disney ingaqala ngokudibanisa imiboniso bhanyabhanya ukubonelela ngamava ahlanganisiweyo adibanisa i-ESPN kunye nemidlalo ebukhoma. I-Apple inokwenza ikhonkco yemidlalo bhanyabhanya ebonisa ucoceko, ulungelelwaniso loyilo lweevenkile zabo apho abathengi banokudibanisa kunye nokuhambelana nokubhaliselwa kwe-Apple okudibanisa isikrini esikhulu nesincinci. Ubhetyebhetye buninzi ukuba bakhetha njalo.
I-Apple inokutyhala ngokulula ii -apps zosasazo zeDisney kwifowuni nganye kwaye yenze iminikelo yasimahla kuye wonke umntu kwiimarike ezingagcinwanga kakuhle, utshilo u-Offenberg. Ukuba nolo fikelelo lukhulu kuya kwenza ngokulula iDisney + inkonzo yokusasaza ephezulu, ngakumbi ngaphandle kwe-US kungathatha itrone yeNetflix. 
UPaul Bettany (L) no-Elizabeth Olsen (R) kwiDisney + Umbono weWandaVision .Ukumangaliswa / iDisney +
Yima, ngaba ukudibana kweApple-Disney kunokwenzeka ngokusemthethweni?
Ukukhuphisana neGoliath, indawo yemithombo yeendaba yolonwabo iya kujongana nezigqibo ezinkulu. Umanyano lweWarnerMedia kunye ne-NBCUniversal, ephindaphindwe Yenziwe ngamaQabane aKhanyisiweyo , iya kuba yinto enamandla kwisithuba esinokuthi sivele ngaphandle kwemfuneko. Kodwa siya phambili.
Owona mbuzo ubuziweyo ngowokuba ngaba ukufunyanwa kweNkampani yeWalt Disney yiApple kunokwenzeka ngokusemthethweni.
Ndingatsho ukuba i-Federal Trade Commission okanye iSebe lezoBulungisa liza kujonga kwiindawo ezintathu eziphambili: umxholo wolonwabo, inkqubo yezemidlalo kunye nokusasazwa kweqonga, uJeffrey Jacobovitz, Iqabane eArnall Golden Gregory LLP, uxelele uMbonisi. Urhulumente uqokelela amaxwebhu amaninzi, abambe amatyala aliqela, kwaye enze uphando ngokucokisekileyo ukujonga kwiimarike ezahlukeneyo ukuze abone apho kungancipha khona ukhuphiswano. Ngamaxesha athile, urhulumente uye wenza amalungiselelo eentengiselwano apho banokucela khona ukuhlukaniswa kwenye inkampani kwenye indawo enegunya eliphezulu kwimarike ukuvumela isivumelwano ukuba sidlule.
Eyona nto iphambili, utshilo uJacobovitz, kukuba ubungakanani obukhulu beenkampani ezimbini ngekhe buthethe ngokuzenzekelayo ukuba ayizukuvunywa. Khangela ukuba uJim Carrey Ke undixelela ukuba likho ithuba nkqu.
Phesheya kolwandle, oorhulumente banzima kakhulu kune-U.S xa kufikwa kumba we-antitrust issues, ke akukho siqinisekiso sokuba isivumelwano siza kuvunywa kwihlabathi liphela. Apha ekhaya, i-DOJ iya kubandakanyeka kuphela ukuba ukudityaniswa kunciphisa ukhetho lwabathengi. Kodwa xa iApple TV + ingasetyenziswanga kangako njengoko injalo, kwaye amashishini aphambili kuzo zombini iinkampani ezahluke kakhulu, ukudityaniswa kweApple-Disney kusenokungabi njalo njengoko ucinga.
Amandla adityanisiweyo eelayibrari zeDisney kunye neFox kwiziseko ezisasazwayo zeDisney + kunye neHulu / Star inokuvumela iApple ukuba ichithe ulingelo olubi lweApple TV +. Inokuthi emva koko inyuse i-Disney ekhoyo ngqo yabathengi (ngaphezulu kwe-150 yezigidi zababhalisi kwihlabathi liphela) kunye nokufikelela kwihlabathi kunye nokunye. Owayesakuba ngumphathi weDisney uBob Iger nkqu ubhale Kwimbali yakhe yokuba uSteve Jobs kwaye wayeya kudibanisa iinkampani zethu, okanye ubuncinci axoxe ngokunokwenzeka ngokunokwenzeka, ukuba imisebenzi ayizange idlule ngo-2011.
Ngaba olukhulu? Ngokuqinisekileyo, mhlawumbi iyavakala injalo namhlanje. Kodwa khawufane ucinge ngento esiza kuyazi ngomso.
Umboniso bhanyabhanya luhlalutyo lwesitulo kwizicwangciso zeHollywood zokukhutshwa kwezinto ezinkulu.
