What? I get Netflix is valuable but to say they would merge with Disney really seems delusional to me. Disney which owns ABC, ESPN, other tv channels, movie studios, merchandise.
You can look at stock price sure but Disney revenue has been going up by billions year over year and I don't see that changing much, even if ESPN starts to shrink, because of the valuable movie IP they have.
Some of the recent chip maker mergers come to mind but that's a different market - when does a company merge with a company that by revenue is ~10x smaller and by net income 2 orders of magnitude smaller?
You can look at stock price sure but Disney revenue has been going up by billions year over year and I don't see that changing much, even if ESPN starts to shrink, because of the valuable movie IP they have.
Some of the recent chip maker mergers come to mind but that's a different market - when does a company merge with a company that by revenue is ~10x smaller and by net income 2 orders of magnitude smaller?