Sirwalterraleigh
Premium Member
The first 20 years “with the company” were actually negotiating residuals with the casts of Benson and Roseanne
We better start begging him to stay, huh?
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News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
Dranth
Well-Known Member
You just described human beings.
Bingo! He just has a giant bullseye on him by the armchair QBs.. Don't know if anyone is mistake free in theIr work career.
JoeCamel
Well-Known Member
I wonder who it was that placed the bullseye where it is?
Disstevefan1
Well-Known Member
Sirwalterraleigh
Premium Member
Not many of those are in a position to reward themselves for failure with impunity
Dranth
Well-Known Member
True, only politicians, private owners, and C-Suit members of every large company to ever exist.
Sirwalterraleigh
Premium Member
Straight toward the chapek line
Reward themselves? The Disney Board sets up the compensation / bonuses targets plan for Iger. He just happens to meet the targets and gets handsomely rewarded. He's not the only CEO in this game.
The first group you mentioned have the " you help me I help you " relationship with select companies. That has been going on for many many decades.
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Sirwalterraleigh
Premium Member
<1%
BrianLo
Well-Known Member
I’m a bit confused what the market is doing here and think it might be fully external. All the other media companies seem to be heading down including Comcast.
What the market clearly doesn’t care about is the studios. We’ve now seen that for sure.
And no I don’t subscribe to probably the running theory that the Florida parks are the center of the universe and how the stock price is determined. It has been very detached from the parks segment as well the last half decade.
Is Comcast a media company or a communications company?
Where is Disney actually heading?
DTC Profitability...yeah maybe some meager profitability at best?
Disney Experiences...with the exception of DCL, not doing so hot right now.
Studios...Failing spectacularly.
Linear TV...dying a slow death.
New CEO...nothing...Bob4eva?
BrianLo
Well-Known Member
Nothing has internally changed in the company since the poor Q3 guidance to meaningfully explain the more recent drops. The only thing that has actually happened is an unexpected theatrical smash. So no, the studios definitely are not what’s to blame.
They dabble. Comcast is probably getting dragged by the triple punch of declining linear, cable subscribers and broadband subscribers. At least Disney you are correct is not in the latter two arenas
There’s really nothing preventing the company from having Netflix margins. The pricing just needs to work its way there. They have a robust subscriber pool and are more lean in content. This doesn’t mean as big as Netflix, but same margins.
Agreed, but I don’t think these having meaningfully changed in the last few months from expectations.
That’s why I’m siding on this is externalized market downtrends.
Linear TV...dying a slow death.
- Still profitable, only, less profit year over year. But, yes. It will eventually be a niche market and not much of a source of income. And because it's dying, Disney needs DTC...
DTC Profitability...yeah maybe some meager profitability at best?
- As long as it's not in the red. As cord cutters cut, Netflix and D+bundle are the top competitors for those cord cutters to transition to streaming. CBS's and NBC's streamers are where D+ was a year ago with half a billion dollar loss each quarter. Iger's stated goal is to emulate Netflix in popularity and profit.
Disney Experiences...with the exception of DCL, not doing so hot right now.
- The parks are doing very well. Hong Kong just had a huge quarter and paid off its debts. The parks generate billions in profit still.
Studios...Failing spectacularly.
- Failed. This year, Disney movies are doing well. IO2 just hit a billion at the B.O. Deadpool will probably also break a billion. As well as Moana 2. As much as a certain portion of the Star Wars fandom is pulling out their hair, the Star Wars series still get big views. And there's always Disney's golden goose... Bluey.
New CEO...nothing...Bob4eva?
- Yeah. I'm sure investors want to know there won't be a Chapek II.
Sirwalterraleigh
Premium Member
BrianLo
Well-Known Member
I feel like this is code for you assuming Dis is the worst, but are you referring to Paramount or WB here?
Fox and Comcast as somewhat equivocal with Dis. Sony is the best (albeit dabbles in Media).
Sirwalterraleigh
Premium Member
As far as “potential”…Disney is by far the best.
But I think it’s become fashionable around here to call investors stupid for doubting it?
Maybe they see what fans cannot: the changes in the media and consumer environment…coupled with downright management mistakes/fails…has put their traditional stability at risk.
We have lived in a world where they are assumed invulnerable. Rome was at a time as well.