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The problem is that he's not implementing those changes fast enough. They want him to do more. A lot more. That's why the stock traded so poorly in 2023, and might happen again if he doesn't act. Remember when McCarthy lost her CFO job because she pushed for more layoffs and consolidation...

* Eisner ended up leaving anyway. * Disney fandom, and society, is a lot more polarized now than it was back then. It's impossible for one side to get overwhelming support anymore. * The future is much more uncertain now than back then, because even with all the bombs under Eisner theatrical and...

The pro-Iger side leaked it, probably?

This is both unsurprising and probably not going to matter at all.

The problem is a good portion of the market also wants Peltz on the board despite Iger not wanting to work with him. They want to have their cake and eat it, too.

Peltz withholding his votes for Iger highly suggests he expects will leave if he and/or Rasulo win, since he knows damn well Iger won't willingly work with him if he wants to risk losing employees' trust (which is already bruised after the layoffs and the strikes, especially his comments on the...

Comcast's core business is cable, specifically internet which is still growing healthily. Investors would want nothing more than for Roberts to get rid of NBCU.

There might not even be a theatrical market anymore if AMC goes belly-up thanks to meme traders.

Or it could be because they're expecting Peltz and/or Rasulo to win? It doesn't add up when all the other media stocks are in worse levels than during the strikes (Comcast is flat). I doubt these upgrades will make a difference in the vote, at all.

That WSJ story showing Peltz possibly leading as of Tuesday, long after he got those endorsements. Mind you, 22% of investors have already voted, most of them individual and small shareholders, the very people Iger is trying to target. If Peltz is winning most of them (probably thanks to the...

That's the issue. Nobody in Hollywood has an idea on the future - and both time and patience are running out. Iger's endorsements from Laurene Jobs, JPMorgan Chase, Lucas, Eisner, creatives and employees are backfiring because they're giving investors an image of Iger representing the status...

Especially considering Comcast is flat while WBD and Paramount are trading at worse levels than during the strikes, despite Disney being as tethered to linear TV and theatrical as all of them. The idea that Iger is benefitting from the stock price bump doesn't add up.

If you think the rising stock is gonna benefit Iger and his nominees then you need to brace for the possibility that it collapses should Peltz lose because it doesn't explain why ISS is backing Peltz in spite of the rising stock price. And I doubt investors - for better or worse - are going to...

I don't know where the whole "Disney’s rising stock will benefit Iger" thing came from considering that doesn't explain why ISS backed Peltz. If Peltz loses I wouldn't be surprised if the stock tanks massively because they expected change. Also, Peltz withholding his votes for Iger highly...

The Simpsons being handed their walking papers for Pokémon in both Florida and Hollywood would not be surprising in the slightest given how the Disney-Fox merger meant their days at Universal were numbered. There's no way Universal would pay Disney what they might ask in a license renewal.

ABC will air nearly all Monday Night Football games for the first time since 2005-06 due to the WGA and SAG-AFTRA strike. https://theathletic.com/4874233/2023/09/18/monday-night-football-abc-games/ Only three games will be ESPN exclusive.

Hmmm.... https://sports.yahoo.com/us-soccer-atlanta-national-training-center-175755890.html

Not quite as ugly when on the ground, though.

I think there's another layer: Warner Bros. Discovery holds the broadcast rights to the fed's games, both men's and women's teams, and airs them on TNT, TBS and (HBO) Max. Guess where most of WBD's TV operations are based?

I doubt they would've wanted to go to Florida. Knowing how corrupt soccer federations are I doubt this will benefit anyone but the fed.