News The Walt Disney Company Annual Meeting Of Shareholders 2025

[BrianLo]

Still no news on CEO succession.

We already have a date. Early 2026.

See my comment above about needing hourly reassurance. Iger has 21 months left and we’re about 10-12 away from the replacement naming.

 

[Animaniac93-98]

Iger is obviously out of ideas and just going through the motions, as reflected in the company's product and pipeline.

 

[Moth]

Only Tarzan knows for sure.

It's all been replaced by Bugs Life. Every last inch. Mickey? Out. Flick? In. Walt Bug World is here. Get ready.

 

[AidenRodriguez731]

I predict that if they go through with the removal of RoA for Cars at MK, it will be one of those rare DCA 1.0 moments when EVERYONE who goes there will say, "Well, this was a stupid change." Even if the ride itself is a popular hit, the removal of what guests have been trained to expect from a castle park for 70+ years will make a dent in the heart of even the most insensitive park goer.

It will give the average joes their own little "But I liked the Animation Tour" or "But I liked Horizons" moment. It wouldn't be as much of a nostalgic-breaking earthquake as tearing down the Haunted Mansion, but it will, like DCA 1.0, be noted by average people (and pop culture).

(Of course, unlike DCA, it won't be skewered by the Simpsons. It will probably be South Park or something like that.)

And when that happens, that's when narratives really start to shift. DCA 1.0 was one of the straws that broke Eisner. If RoA is replaced with Cars, it will either increase the demands to replace Iger (who honestly could still be in when it opens) or it will make the new CEO do a lot of "My predecessor did things that we're not going to do anymore."

I can guarantee me and a lot of people won't care. My whole family didn't care, the kids didn't care. I've seen so many people on social media joking to just tear the thing down. I think you might be slightly overestimating how much people really love the river atleast in the traditional sense. Now, putting Cars there can be another story and I see the idea but still don't 100% jive with that specific IP there.

 

[AidenRodriguez731]

It's all been replaced by Bugs Life. Every last inch. Mickey? Out. Flick? In. Walt Bug World is here. Get ready.

It's a Bug's World and we're all living in it. Termites of the Carribean, Space Mite-ain, Beetle Pan's Flight. Over at Epcot we have Swarmin', Pest Track, and the Fleas with Nemo and Friends.

 

[Tha Realest]

He mentioned Figment. Did he mention Snow White, opening today?

 

[prberk]

So, this has been going on for the past 3, or 5, or 10 years.

When do you think this implosion will happen? 3 years from now? 5? 10?

Have you seen the stock price over that time? Stagnant and lower, depending on the year of comparison.

 

[MisterPenguin]

Still no news on CEO succession.

Don't you read all your stockholder reports? That's what this meeting was for, not for park fans on a parks discussion board.

Filed Mar 10, 2025...

https://www.sec.gov/ix?doc=/Archives/edgar/data/1744489/000174448925000070/dis-20250310.htm

 

[MisterPenguin]

Have you seen the stock price over that time? Stagnant and lower, depending on the year of comparison.

Have you not read the post you're replying to?

 

[JoeCamel]

Don't you read all your stockholder reports? That's what this meeting was for, not for park fans on a parks discussion board.

Filed Mar 10, 2025...

https://www.sec.gov/ix?doc=/Archives/edgar/data/1744489/000174448925000070/dis-20250310.htm

View attachment 849083

So Gorman is the new blood.....
Maybe not a bad choice for the stockholders

 

[MisterPenguin]

Bob Iger On How Disney Is Turbo-Charging Theme Parks

CEO Bob Iger shared “some of what we’ve been up to” with shareholders at Disney's annual meeting, touting new lands and attraction from Cars, Avatar, Lion King, Coco.

deadline.com

Bob Iger Calls ‘Avatar: Fire And Ash’ “Absolutely Breathtaking” Based On Early Cut, Unveils New Footage From ‘Lilo & Stitch’, ‘Alien: Earth’

at Disney's annual shareholder meeting, CEO Bob Iger touted a handful of film and TV projects as the company looks to maintain recent studio momentum

deadline.com

Disney Shareholders Reject Proposals on Severing Ties With Human Rights Campaign, Climate Risk

The company held its annual shareholder meeting Thursday.

www.hollywoodreporter.com

A Fan-Favorite Disney Character May Finally Get a Disney+ Series

Disney CEO Bob Iger says that he will consider a Figment the Dragon project at Disney+ to capitalize on the character's popularity.

comicbook.com

 

[britain]

I can guarantee me and a lot of people won't care. My whole family didn't care, the kids didn't care. I've seen so many people on social media joking to just tear the thing down. I think you might be slightly overestimating how much people really love the river atleast in the traditional sense. Now, putting Cars there can be another story and I see the idea but still don't 100% jive with that specific IP there.

Well, maybe. Especially people who've never been there before. They won't know what's missing. I just think it's going to cause a major tonal shift for a third of the whole park. It would be sort of like replacing the front of Tomorrowland with a lake, removing Buzz, Stitch and the rockets and the Peoplemover. Just imagine a lake from the plaza to Space Mountain, and you get to Space Mountain via many bridges over water. There are people who never went on those Tomorrowland attractions, but having a big lake there is going to impact their nostalgia/desire to return.

 

[Agent H]

I can guarantee me and a lot of people won't care. My whole family didn't care, the kids didn't care. I've seen so many people on social media joking to just tear the thing down. I think you might be slightly overestimating how much people really love the river atleast in the traditional sense. Now, putting Cars there can be another story and I see the idea but still don't 100% jive with that specific IP there.

I feel like we’re underestimating how much the general public actually cares. People won’t stop going but I think they will notice a difference. Nostalgia drives people to buy and experience a Lot of things these days. They are removing something that has been a fundamental aspect of Disney parks for 70 years.

 

[BrianLo]

Well, maybe. Especially people who've never been there before. They won't know what's missing. I just think it's going to cause a major tonal shift for a third of the whole park. It would be sort of like replacing the front of Tomorrowland with a lake, removing Buzz, Stitch and the rockets and the Peoplemover. Just imagine a lake from the plaza to Space Mountain, and you get to Space Mountain via many bridges over water. There are people who never went on those Tomorrowland attractions, but having a big lake there is going to impact their nostalgia/desire to return.

You’ve turned very pessimistic. I’m not an advocate for the ROA removal nor Cars by any stretch of the imagination.

But I think you are off by a factor of 100 for how little Magic Kingdom is at risk of being turned on.

Maybe, maybe in isolation if Villains was canned. But given what this project actually entails and Villains is part of the replacement project, your analogy to replacing Tomorrowland attractions with landscaping isn’t really on the mark.

There’s always a strong desire to see things fail so the company ‘learns something’, but they never learn anything. They’ll just take away even more bad lessons if it does poorly… which it most assuredly won’t.

 

[britain]

You’ve turned very pessimistic. I’m not an advocate for the ROA removal nor Cars by any stretch of the imagination.

But I think you are off by a factor of 100 for how little Magic Kingdom is at risk of being turned on.

Maybe, maybe in isolation if Villains was canned. But given what this project actually entails and Villains is part of the replacement project, your analogy to replacing Tomorrowland attractions with landscaping isn’t really on the mark.

There’s always a strong desire to see things fail so the company ‘learns something’, but they never learn anything. They’ll just take away even more bad lessons if it does poorly… which it most assuredly won’t.

I didn't say the MK would be 'turned on'. I'm saying average joes will notice and complain, and it will add to a general narrative that Disney's leadership has lost its mojo. Not just theme park nerds.

But sure, if they are firing on all other cylinders... if there's nothing but high-quality popular additions everywhere else, maybe it won't matter.

 

[BrianLo]

I didn't say the MK would be 'turned on'. I'm saying average joes will notice and complain, and it will add to a general narrative that Disney's leadership has lost its mojo. Not just theme park nerds.

But sure, if they are firing on all other cylinders... if there's nothing but high-quality popular additions everywhere else, maybe it won't matter.

Not just everywhere else, specifically additions in the space that you are highlighting. Average Joe’s opinions I would be surprised if they don’t generally *significantly* improve in that corner of the park.

We’ll see!

A good comparator might actually be Jaws to Diagon Alley for a few different similar reasons. And I love(d) Jaws. I think that was even a harsher trade off than the one Disney is engaging in.