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Harvard Case - The Walt Disney Company and Pixar, Inc.: To Acquire or Not to Acquire?

"The Walt Disney Company and Pixar, Inc.: To Acquire or Not to Acquire?" Harvard business case study is written by Juan Alcacer, David J. Collis, Mary Furey. It deals with the challenges in the field of Strategy. The case study is 28 page(s) long and it was first published on : Mar 2, 2009

At Fern Fort University, we recommend that The Walt Disney Company proceed with the acquisition of Pixar, Inc. This strategic move will leverage Disney's established brand recognition, distribution channels, and financial resources with Pixar's innovative storytelling, cutting-edge animation technology, and loyal audience. This acquisition will create a powerhouse in the entertainment industry, allowing Disney to solidify its position as a leader in the rapidly evolving digital landscape.

2. Background

This case study explores the strategic decision facing The Walt Disney Company in 2006 ' whether to acquire Pixar, Inc. Disney, a global entertainment giant known for its theme parks, movies, and television programming, was struggling to maintain its market dominance in the face of changing consumer preferences and emerging competitors. Pixar, a relatively new company, had established itself as a leader in computer-generated animation with critically acclaimed films like Toy Story and Finding Nemo.

The main protagonists are Michael Eisner, CEO of Disney, and Steve Jobs, CEO of Pixar. Eisner faced pressure from shareholders to revitalize Disney's declining performance, while Jobs sought to secure Pixar's future and maintain creative control.

3. Analysis of the Case Study

To comprehensively analyze this strategic decision, we will utilize a combination of frameworks:

  • Porter's Five Forces:

    • Threat of New Entrants: High, due to the increasing accessibility of animation technology and the rise of independent studios.
    • Bargaining Power of Buyers: Moderate, as consumers have a wide range of entertainment options.
    • Bargaining Power of Suppliers: Moderate, as talented animators and creative personnel are in demand.
    • Threat of Substitutes: High, with the rise of video games, streaming services, and other forms of entertainment.
    • Competitive Rivalry: High, with major players like DreamWorks Animation and Sony Pictures Animation competing for market share.
  • SWOT Analysis:

    • Strengths: Disney's strong brand recognition, vast distribution network, and financial resources. Pixar's innovative storytelling, cutting-edge animation technology, and loyal audience.
    • Weaknesses: Disney's declining performance, reliance on traditional animation techniques, and struggles to attract younger audiences. Pixar's limited distribution network and dependence on Disney for marketing and distribution.
    • Opportunities: Growing demand for family-friendly entertainment, expansion into new markets, and leveraging digital platforms.
    • Threats: Competition from other animation studios, technological advancements, and changing consumer preferences.
  • Value Chain Analysis:

    • Primary Activities: Both companies excel in content creation (Pixar's animation, Disney's storytelling) and distribution (Disney's theme parks, merchandise, and global reach).
    • Support Activities: Disney's strong marketing and brand management, Pixar's technological innovation, and both companies' talent acquisition and development.
  • Resource-Based View:

    • Tangible Resources: Disney's theme parks, studios, and distribution network. Pixar's animation technology and intellectual property.
    • Intangible Resources: Disney's brand recognition, Pixar's creative talent, and both companies' strong corporate culture.
  • Dynamic Capabilities:

    • Sensing: Both companies demonstrate a strong ability to identify market trends and emerging technologies.
    • Seizing: Disney's acquisition of Pixar demonstrates its ability to capitalize on opportunities.
    • Reconfiguring: Pixar's ability to adapt its animation technology and storytelling to changing audience preferences.

4. Recommendations

  • Proceed with the Acquisition: The acquisition of Pixar is strategically sound, leveraging Disney's strengths and addressing its weaknesses. This move will create a powerful entity with a strong competitive advantage in the entertainment industry.
  • Integrate Pixar's Creative Culture: Preserve Pixar's unique culture of creativity and innovation. This will be crucial for maintaining the company's artistic integrity and attracting top talent.
  • Leverage Disney's Distribution Network: Expand Pixar's reach by utilizing Disney's theme parks, merchandise, and international distribution channels.
  • Invest in Technological Innovation: Continue to invest in research and development to maintain Pixar's technological edge and explore new animation possibilities.
  • Develop a Unified Brand Strategy: Create a cohesive brand identity that reflects the strengths of both companies while maintaining the distinct appeal of Pixar's animation.

5. Basis of Recommendations

  • Core Competencies and Consistency with Mission: The acquisition aligns with Disney's mission to create high-quality entertainment for audiences of all ages. Pixar's core competency in animation complements Disney's strengths in storytelling and distribution.
  • External Customers and Internal Clients: The acquisition will provide Disney with access to Pixar's loyal audience and creative talent, while Pixar gains access to Disney's vast resources and distribution network.
  • Competitors: The acquisition strengthens Disney's position against competitors like DreamWorks Animation and Sony Pictures Animation, creating a more formidable force in the industry.
  • Attractiveness - Quantitative Measures: The acquisition is financially attractive, with the potential for significant revenue growth, cost synergies, and increased market share.

6. Conclusion

The acquisition of Pixar is a strategic move that will solidify Disney's position as a leader in the entertainment industry. By combining Disney's established brand recognition, distribution channels, and financial resources with Pixar's innovative storytelling, cutting-edge animation technology, and loyal audience, the combined entity will be well-positioned to navigate the evolving digital landscape and capture new markets.

7. Discussion

  • Alternatives: Disney could have pursued other strategies, such as developing its own internal animation studio or forming a strategic alliance with Pixar. However, these options presented significant risks and challenges.
  • Risks: The acquisition carries risks, including the potential for cultural clashes, integration challenges, and the loss of Pixar's creative autonomy.
  • Key Assumptions: The success of the acquisition relies on the assumption that Disney can successfully integrate Pixar's culture and maintain its creative integrity.

8. Next Steps

  • Due Diligence: Conduct thorough due diligence to assess Pixar's financial health, intellectual property, and cultural fit with Disney.
  • Negotiation: Negotiate a fair acquisition price and terms that protect Pixar's creative autonomy and ensure a smooth transition.
  • Integration Planning: Develop a detailed integration plan that addresses cultural, operational, and financial aspects of the merger.
  • Communication and Transparency: Communicate the acquisition to employees, stakeholders, and the public in a clear and transparent manner.

Key Milestones:

  • Q1 2007: Complete due diligence and negotiate acquisition terms.
  • Q2 2007: Announce the acquisition and begin integration planning.
  • Q3 2007: Complete the acquisition and begin integrating Pixar's operations into Disney.
  • Q4 2007: Launch joint marketing and distribution initiatives and begin developing new projects.

This strategic move will position Disney for long-term growth and success in the rapidly evolving entertainment industry.

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Case Description

Soon after Robert Iger took over as CEO of the Walt Disney Company in late 2005, he turned his attention toward Pixar, the animation studio with which Disney had worked since 1991 and was responsible for producing hits such as Toy Story and Finding Nemo. Disney's own animated film business had been in decline since Jeffrey Katzenberg left to establish rival studio Dreamworks and the business relied on revenue from its partnership with Pixar to maintain performance. With the Co- Production Agreement between the two studios coming to a close in 2006, Pixar was looking to negotiate better terms with another distribution partner. Could Disney risk losing them?

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