Apple (AAPL) and Disney (DIS) may be opponents in the streaming wars, but what could it look like if they came together? Laura Martin, Needham & Co. Senior Media and Internet Analyst joined Yahoo Finance to discuss the suggestion she made in a recent note about why Apple should buy Disney.
Martin explained to Yahoo Finance how a merger could benefit Disney, saying "you can bring in Disney into Apple and keep all of its storytellers independent, but with a $90 billion a year free cash flow check coming from Apple."
When it comes to Apple, Martin makes the case that buying Disney would give the tech giant longevity. "You elongate Apple's ability to survive because you just gave it a bigger competitive moat and longer engagement.," she said.
Watch the full interview with Seana Smith and Dave Briggs here.
Key video moments:
00:00:30 On Apple's success
00:00:45 On Disney succession issue
00:00:54 On upside for Disney
00:01:06 On upside for Apple
