In a recent episode of Matthew Belloni’s podcast, tech journalist Alex Heath claimed that Disney may be considering acquiring Epic Games. Heath said he knows “for a fact” that there are senior executives at Disney who want to pursue the acquisition but are waiting for the right time. He also noted that some executives are opposed to the idea.
“I know for a fact there are senior executives in Disney who want them to buy Epic, and are just waiting for that moment,” Heath said. “And then there’s others who think it’s a bad idea. So, I think if Epic ever sold, if it ever decided to call it quits on being an independent company, Disney would be the most natural home for it for a lot of reasons, for the park integration. Can you imagine a Fortnite park?” However, Heath added that Epic’s ongoing legal battles with Apple and Google may be preventing Disney from considering an acquisition at this time. He suggested that Disney is still interested in acquiring the studio to strengthen its brand and compete with platforms like Roblox.
“And, I can see that, but at the same time you have to understand Epic is a founder-controlled company, so Tim Sweeney has full voting stock control and can make unilateral decisions, and it’s really up to him. And he is, as we saw, he was the guy who went to battle against the app stores, against Apple and Google, to open those up. And it’s almost an illogical crusade when you’re running a company like Epic to do something like that.”
“But that kind of thinking is something that’s going to keep Disney a little bit at arm’s length.”
“It’s the best combination to potentially actually challenge Roblox‘s dominance here,” Heath continued. “You can call it gaming, but it’s really entertainment, and it’s also social media. I mean Disney’s on the cap table. They’re supposed to be doing this integration.”
Epic Games recently announced that it has laid off over 1,000 employees. In a statement, CEO Tim Sweeney said the layoffs were due to a drop in engagement in Fortnite that began in 2025, which led to the company “spending significantly more than [it’s] making” and needing to “make major cuts to keep the company funded.” He also noted that the layoffs “aren’t related to AI.”
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