Mine is that Disney is going to enter the gaming business in a big way and will buy a publisher, most likely EA.
Gaming is a boom market and it’s like a feeding frenzy. Everyone who is thinking about getting into it will feel they need to do something now or they might miss out.
The big dogs like Amazon, Google and Apple might pull the trigger and won’t muck around with a little studio here and there. They will go all in.
Disney is my guess.