Nevermore525
Well-Known Member
Yeah the content spend for D+ is much better with what their current revenue is. They still have high SG&A costs for streaming.
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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
You're incorrectly assuming that the Fox/Disney was not serious about pursuing the remainder of Sky.
Fox/Disney wanted Sky. Yes they raised the price, but that's what a bidding war does.
Hindsight and such makes it very easy to look back and tell people what they should have done almost a decade earlier.
Not too shabby Iger and his wife bought the Angel soccer team for $250M.
BrianLo
Well-Known Member
Not at all. Comcast wanted Fox and Disney wanted Sky. They both lost something, but Roberts only got the stinker and Dis was bid up unnecessarily.
The only one who truly came out on top was Murdoch.
Unless I’m misunderstanding you and you think Comcast didn’t want Fox?
Hollywood Stocks in 2024: The Good, the Bad and the Silver Lining
Netflix, Disney and Cinemark were among winners while Comcast, Warner Bros. Discovery and AMC Networks fell over the past year.
www.hollywoodreporter.com
Media Stocks 2024 Winners & Losers: Netflix Soars, Disney Rebounds, WBD Flounders
Netflix was the breakaway winner among media stocks in 2024, with its shares nearly doubling in price over the course of the year.
variety.com
Wall Street’s Hollywood Stock Picks for 2025
Three analysts pick Take-Two Interactive while other experts make the case for Live Nation, Spotify, Netflix, Disney, Charter and more.
www.hollywoodreporter.com
JoeCamel
Well-Known Member
I really think Bob needs a well paid geriatric pool boy......
blogmickey.com
Disney CEO Bob Iger's Total Pay Jumps 30% to $41.1 Million in 2024
Disney CEO Bob Iger saw a 30% jump in total pay last year, up to $41.1 million in compensation in 2024
blogmickey.com
GhostHost1000
Premium Member
I really think Bob needs a well paid geriatric pool boy......
Disney CEO Bob Iger's Total Pay Jumps 30% to $41.1 Million in 2024
Disney CEO Bob Iger saw a 30% jump in total pay last year, up to $41.1 million in compensation in 2024
Bob’s salary increased 30%
meanwhile we have a cost cutting thread
JoeCamel
Well-Known Member
One stat I saw was he makes 746 times what the average TWDC employee makes
edit: but even if he worked for nothing it wouldn't move the needle on company earnings
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Sirwalterraleigh
Premium Member
…shovels at the ready
The line starts right behind WillowI really think Bob needs a well paid geriatric pool boy......
Disney CEO Bob Iger's Total Pay Jumps 30% to $41.1 Million in 2024
Disney CEO Bob Iger saw a 30% jump in total pay last year, up to $41.1 million in compensation in 2024
Remember: only HE can save us all
Dranth
Well-Known Member
It is gross how much CEO pay has shot up since 1980 when it really took off. Think I remember reading an article that pegged it at something like 1800% increase over that time. Can't recall if that was adjusted for inflation or not but either way it is a pretty massive increase.
Obviously, it depends on the position but if you compare CEOs to their lowest paid, full-time hourly positions instead of the average it gets a lot uglier.
If Iger got 41.1 million in 2024 then he is making roughly 1,170 times his base level employees. Generously, let's say a CEO puts in 80-hour work weeks, that means for 2024 he was making around $160 a minute. That is close to what an hourly employee will make in a full day if not more.
Just for fun (the depressing kind), if Elon's 4.49 billion a year package from Tesla holds up, he will be getting around 128,200 times the lowest paid full-time positions. There aren't enough hours in the week for him to put in 80 at Tesla given all his other positions he has but let’s say he did. That would mean he was making $18,000 a minute or $300.00 a second. In that case, he is making around twice as much per second as his lowest level employees do in a day.
And folks wonder why everyone is angry all the time.
Obviously, it depends on the position but if you compare CEOs to their lowest paid, full-time hourly positions instead of the average it gets a lot uglier.
If Iger got 41.1 million in 2024 then he is making roughly 1,170 times his base level employees. Generously, let's say a CEO puts in 80-hour work weeks, that means for 2024 he was making around $160 a minute. That is close to what an hourly employee will make in a full day if not more.
Just for fun (the depressing kind), if Elon's 4.49 billion a year package from Tesla holds up, he will be getting around 128,200 times the lowest paid full-time positions. There aren't enough hours in the week for him to put in 80 at Tesla given all his other positions he has but let’s say he did. That would mean he was making $18,000 a minute or $300.00 a second. In that case, he is making around twice as much per second as his lowest level employees do in a day.
And folks wonder why everyone is angry all the time.
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Sirwalterraleigh
Premium Member
I don’t…it’s 100% about growing economic strife…for decades
Even when it’s not “about that”…it ultimately gets back to it.
Anger 101
Dranth
Well-Known Member
What amazes me it that this has been repeated throughout history over and over and over and yet we never seem to learn that eventually people break when things get this far out of whack.
Ayla
Well-Known Member
And prices continue to rise at a ridiculous rate...
JD80
Well-Known Member
Price increase recently have been basically on par with inflation.
Sirwalterraleigh
Premium Member
Sirwalterraleigh
Premium Member
Say it 1000 times…it’s not gonna be true
Doubling prices in 10 years is not “inflation”
And not only that…that government sanctioned (frankly) excuse from the plague is starting to collapse…as products are increasingly rejected
Get your popcorn and watch it play
In a new SEC filing, Disney says an additional $438.7 million is payable by Disney to NBCU to purchase NBCU’s interest in Hulu.
Here's a statement from Bob Iger:
We are pleased this is finally resolved. We have had a productive partnership with NBCUniversal, and we wish them the best of luck. Completing the Hulu acquisition paves the way for a deeper and more seamless integration of Hulu’s general entertainment content with Disney+ and, soon, with ESPN’s direct-to-consumer product, providing an unrivaled value proposition for consumers.
Robert A. Iger, Chief Executive Officer, The Walt Disney Company
From the filing:
On November 1, 2023, a subsidiary of NBC Universal (collectively with its subsidiaries, “NBCU”) provided notice to a subsidiary of The Walt Disney Company (collectively with its subsidiaries, “Disney”) of its exercise of its right under a put/call arrangement to require Disney to purchase NBCU’s 33% interest in Hulu, LLC (“Hulu”) at a value based on NBCU’s equity ownership percentage of the greater of Hulu’s equity fair value, determined pursuant to a contractual appraisal process, or a guaranteed floor value of $27.5 billion (the “guaranteed floor value”). In December 2023, Disney paid NBCU approximately $8.6 billion, which reflected the guaranteed floor value less NBCU’s unpaid capital call contributions.
During the initial phase of the appraisal process, Disney’s appraiser arrived at a valuation below the guaranteed floor value, while NBCU’s appraiser arrived at a valuation substantially in excess of the guaranteed floor value. The final equity fair value, which was completed on June 9, 2025, takes into account the valuation of a third appraiser, which if it had been equal to or below the guaranteed floor value would have resulted in no additional amount payable to NBCU and if it had been consistent with the NBCU’s appraiser’s valuation would have resulted in an additional amount of approximately $5 billion payable to NBCU as its share of the difference between the equity fair value and the guaranteed floor value.
Pursuant to the contractual appraisal process that was completed on June 9, 2025, an additional $438.7 million is payable by Disney to NBCU to purchase NBCU’s interest in Hulu.
This amount will be recorded in “Net income attributable to noncontrolling interests” and thus reduce “Net income attributable to Disney” in our Condensed Consolidated Statements of Income for our fiscal third quarter. This amount is also expected to be excluded when Disney reports Adjusted EPS, the non-GAAP measure representing diluted earnings per share excluding certain items, and therefore is not expected to impact Disney’s previous guidance on fiscal 2025 Adjusted EPS.
The acquisition of NBCU’s interest in Hulu will close on or before July 24, 2025.
Here's a statement from Bob Iger:
We are pleased this is finally resolved. We have had a productive partnership with NBCUniversal, and we wish them the best of luck. Completing the Hulu acquisition paves the way for a deeper and more seamless integration of Hulu’s general entertainment content with Disney+ and, soon, with ESPN’s direct-to-consumer product, providing an unrivaled value proposition for consumers.
Robert A. Iger, Chief Executive Officer, The Walt Disney Company
From the filing:
On November 1, 2023, a subsidiary of NBC Universal (collectively with its subsidiaries, “NBCU”) provided notice to a subsidiary of The Walt Disney Company (collectively with its subsidiaries, “Disney”) of its exercise of its right under a put/call arrangement to require Disney to purchase NBCU’s 33% interest in Hulu, LLC (“Hulu”) at a value based on NBCU’s equity ownership percentage of the greater of Hulu’s equity fair value, determined pursuant to a contractual appraisal process, or a guaranteed floor value of $27.5 billion (the “guaranteed floor value”). In December 2023, Disney paid NBCU approximately $8.6 billion, which reflected the guaranteed floor value less NBCU’s unpaid capital call contributions.
During the initial phase of the appraisal process, Disney’s appraiser arrived at a valuation below the guaranteed floor value, while NBCU’s appraiser arrived at a valuation substantially in excess of the guaranteed floor value. The final equity fair value, which was completed on June 9, 2025, takes into account the valuation of a third appraiser, which if it had been equal to or below the guaranteed floor value would have resulted in no additional amount payable to NBCU and if it had been consistent with the NBCU’s appraiser’s valuation would have resulted in an additional amount of approximately $5 billion payable to NBCU as its share of the difference between the equity fair value and the guaranteed floor value.
Pursuant to the contractual appraisal process that was completed on June 9, 2025, an additional $438.7 million is payable by Disney to NBCU to purchase NBCU’s interest in Hulu.
This amount will be recorded in “Net income attributable to noncontrolling interests” and thus reduce “Net income attributable to Disney” in our Condensed Consolidated Statements of Income for our fiscal third quarter. This amount is also expected to be excluded when Disney reports Adjusted EPS, the non-GAAP measure representing diluted earnings per share excluding certain items, and therefore is not expected to impact Disney’s previous guidance on fiscal 2025 Adjusted EPS.
The acquisition of NBCU’s interest in Hulu will close on or before July 24, 2025.
Sirwalterraleigh
Premium Member
…and just think: the maker of andor just said that the bosses told him streaming is “dead”
DisDude33
Well-Known Member
So how long do we think it will take for Hulu to disappear and all of it’s shows to get rebranded as “Disney+ original”?