The Motley Fool on $DIS (Oct 30, 2026)

Disney has invested in Epic Games at least once, maybe several times. They own about 9 percent of the company. However, gaming has always been something they have wanted to get into.

If they really want to make a big deal , they will offer a good price. $20 means the company is worth 12 to 14 billion on the secondary market. Let's say they offered $20 for Epic.

Who would say no? I think the shareholders of both companies would say no. And since Epic Games is private, it's only a matter of a few. Perhaps they can make this decision sitting around a coffee table, at a small table.

And will say no. This is not reasonable for either company. It's fun to think about it, though. From an Epic Games perspective, I think their full-time job is licensing the Unreal Engine and working on the Fortnite franchise.

And I think the same thing about Disney. Disney shareholders want to make a firm decision about what they want to happen in the future. Personally, I think they missed some opportunities for capital expenditure in the long-term investment and business experience sectors.

The streaming business is pretty tough. It's not easy, maybe Netflix's golden days are over, but Disney is not in a position to take advantage of that now either. Everyone is suffering from the issue of people's subscriptions being cut and fatigue.

I'm not sure if live events or sports licensing is the real solution for streaming companies. So, I think there is a tough task ahead for both companies. But, which group is likely to be more upset?

I think it's epic. Epic fans and employees would be shocked to hear about such a merger, and I think Disney shareholders would also say, "Do n't give us that, you guys have a session."

Yes. That's another matter. Do n't give us any more things to worry about.