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January 24, 2006
Who Wins the Most as Disney Buys Pixar
Steve Jobs and Apple, for sure. Doncha think? I have to believe that, contrary to all the stories that wax on about how much Jobs can change Disney culture, the Mercurial Man must know that's unlikely to happen, at least not anytime soon. Cultures don't change, except over many years. Maybe.
So what does he get? Full membership to the Hollywood Moguls Club and potentially the music, video, and other content that Apple needs to keep humming. Oh, I'm sure Disney's getting a good deal to recharge its rundown animation factory, and that's worth a lot. But that's not Disney's only challenge, so the benefit of having Pixar in-house helps only so much. Then, you have to slap a discount on the deal for the distinct possibility that the culture transplant could actually go the wrong way.
For Apple, though, this deal could be the knife that finally helps the tech world shuck the Hollywood oyster.
UPDATE: In case you didn't see the nice comment by John Hagel below, do yourself a favor and check out his great analysis.
Apple Computer, digital media
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Rob - I share your perspective. I am particularly mystified by the enthusiasm expressed by many analysts - including the cover story in Business Week - over what Steve Jobs might be able to do more broadly at Disney. I just did a blog posting over at http://edgeperspectives.typepad.com/edge_perspectives/2006/02/disney_pixar_an.html questioning whether Jobs is the right guy to help Disney shape its future direction.
Posted by: John Hagel at February 3, 2006 05:41 PM