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Ross Gerber, CEO / President at Gerber Kawasaki, suggests that Apple faces a pivotal decision regarding its commitment to the entertainment sector.
He argues that acquiring Disney could transform Apple into the leading consumer company, while warning that if Apple does not pursue such a major move, it should consider leaving the entertainment business altogether. Gerber underscores that Apple might be wasting time in entertainment without a decisive strategy.
Gerber has previously commented on strategic moves by major companies. He suggested Tesla rename its Full Self-Driving program to pretty good self-driving, citing limits in its current capabilities. In another post, he noted that Netflix accelerated share buybacks by $25 billion following strong quarterly results.