[ad_1]
Apple has struggled since last year due to the drop in sales of its main product and the consequent fall in US stock markets. But for Samik Chatterjee, an badyst at JP Morgan, the solution to the company's problems is quite simple, which includes spending almost all of the company's and Netflix's cash reserves.
"We believe that Netflix is the best offer in terms of market leadership, engagement level and original content," said CNBC economist. "It is extremely useful to acquire the best performing actor on the market [de streaming] and it is difficult to replicate this success with smaller players."
With cash reserves of $ 250 billion, Apple would have enough cash. to complete the transaction. Netflix is currently valued at $ 148 billion, with a net debt of $ 7 billion. Even if Tim Cook's company pays a 20% bonus, the transaction would amount to about $ 189 billion.
This is not the first time that badysts suggest an acquisition to ensure that Apple recovers its value. was already $ 1 trillion), with some suggesting the purchase of Tesla. But this suggestion now makes sense in the face of recent news about the iPhone company, which said it is preparing to enter the world of streaming video and games. While the second is an almost uninhabited territory, the first is the apple of technology companies, and Apple would go far, because it has no own content or even an established platform
Chartterjee listed the three main why that would make sense. l & # 39; acquisition. The first relates to Apple's tradition of being a content aggregator and not a traditional media company. Second, the Netflix subscription model is compatible with Apple's commercial product model. Finally, it is much easier to get closer to Reed Hasting's company than Amazon Prime and Hulu, both controlled by direct competitors such as Amazon and the Disney / Fox conglomerate.
For all the reasons, the badyst considers very difficult this type of transaction. At least not for the low bonus that he suggested.
Source link
