Analyst View: Apple’s acquisition of Disney takes a key step towards popularizing Vision Pro headsets

According to news on June 8, Apple released its latest virtual reality headset Vision at the Worldwide Developers Conference (WWDC) on Monday. Pro has attracted widespread attention in the industry. A report released by Needham analyst Laura Martin once again aroused heated discussions about Apple's future strategy. The report mentioned that Apple should consider acquiring entertainment giant Disney.

Martin pointed out in the report that Apple should acquire Disney to promote the popularization of Vision Pro headsets. In light of her views, Disney CEO Bob Iger was critical of Apple's Vision at the event The Pro headset received high praise, showing a strong strategic fit between Disney's content and Apple's wearable technology.

The report also highlights the importance of exclusive content to new headset sales. Martin added that virtual reality headsets are not mass-market products, so there must be content to entice people to buy them. She illustrates the key role of exclusive content by citing how Steve Jobs helped popularize the iPod by getting music companies to sell him singles. Therefore, Martin believes that if Apple acquires Disney, it will be able to use Disney's story creators to provide Vision Pro headsets create unique content to attract consumers to buy.

According to the editor, the cooperation between Disney and Apple will allow users to watch Disney movies and TV shows through headsets and enjoy a more immersive sports viewing experience . The collaboration also sparked rumors of a possible merger between the two companies. Disney's stock price reportedly rose 4% after Iger announced the partnership.

However, some problems remain. The first is about the future of Disneyland's business, and possible regulatory hurdles. According to Martin, Apple may treat Disneyland as a standalone business rather than acquire it. Martin pointed out that under U.S. law, acquisition of content companies by hardware companies or distribution companies does not violate anti-competition laws, but it is still a regulatory issue. She also pointed to Comcast's merger with NBC and Amazon's acquisition of Metro-Goldwyn-Mayer as examples of how regulators may try to block the deal, but precedent shows content companies are being stymied by distributors. Acquisitions are allowed.

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