News Bob Iger is back! Chapek is out!!

[fgmnt]

So brings up an interesting question…. As a customer (not a business pov) would you rather be lied to and be made a fool of or be told the truth about what a company is doing and who they prefer and not prefer?

I'm not the average customer. I prefer them telling the truth because I think it would hasten the necessary rebirth in fire the company needs, or at least put this version of the company out of its misery.

The average customer would prefer the former.

 

[CaptainAmerica]

Bob just compared himself to Thomas Jefferson. Off to a banging start.

 

[flynnibus]

Bob just compared himself to Thomas Jefferson. Off to a banging start.

So you're saying you are watching the stream?

 

[Jambo Dad]

I don't like taking a major tragedy and turning it into a Leonardo DiCaprio love story. Not to mention that DiCaprio and Winslet can't act their way out of a wet paper bag. I don't find it compelling at all.

Winslet is one of the best actresses working.

 

[DCBaker]

 

[DCBaker]

 

[GimpYancIent]

Actions speak louder than words. His actions will show if he has changed, improved and learned anything while watching from the shadows.

 

[JoeCamel]

After the town hall Bob needs to get the PR machine cranked to goose the stock. These articles are depressing the price.

Yeah I know it isn't the articles...../..

 

[Jrb1979]

Actions speak louder than words. His actions will show if he has changed, improved and learned anything while watching from the shadows.

I have my doubts. He had a hand in a lot of the changes.

 

[CaptainMickey]

It's starting to feel like the Eisner turmoil years again. I'm getting the feeling the company will be in worse shape then when Eisner left and Iger's reputation will be in worse shape then Eisner's when he leaves. There is not an easy fix. With all the Fox debt, it wont be easy to just buy IP and talent this time around. Should be an interesting next few years.

 

[JTH781]

Welcome Back Sir

 

[MisterPenguin]

Here's a NYT article:

"Investors now want to see old-fashioned profit in streaming."

"He [Iger] cannot simply continue on the path he laid out before he left, as the landscape has changed materially,” Richard Greenfield, a founder of the LightShed Partners research firm, wrote with two colleagues in a client note on Tuesday.

"... the problems can’t all be laid at Mr. Chapek’s feet."

It's really Wall Street's streaming strategy. Every investor rewarded big bets on streaming in 2018 and 2019, no matter the initial losses.

Indeed. Wall Street was given guidance that D+ wouldn't be profitable until 2024. And twice Wall Street bumped DIS stocks to new heights with the first D+ day, and then with the first quarterly report during the pandemic that showed Disney wasn't losing much ground with the parks closed. So, Wall Street was on board and rewarding a loss-leading streamer so that it can dominate the market.

Now Wall Street panicked over Netflix's losses (which it reversed) and decided all streamers are bad investments. The same Wall Streeters who wring their hands over cord-cutting, but unwilling to invest in its successor... all of a sudden.

Wall Street has a manic grip on companies for missing ever-increasing profit *expectations*. And even if a company's profit is growing, it's trash to them if it isn't growing at the pace they predict.

 

[Sirwalterraleigh]

I’d love to see these town halls…does periscope still exist?

 

[FigmentFan82]

Iger asked the people who make movies to make movies. Lucasfilm are the ones who should have had a better handle on the creative vision for the sequels, but they didn't and it shows. Lucasfilm axed Lord and Miller and Solo still managed to turn out better than the sequel movies. Lucasfilm gets in its own way.

 

[Casper Gutman]

Iger asked the people who make movies to make movies. Lucasfilm are the ones who should have had a better handle on the creative vision for the sequels, but they didn't and it shows. Lucasfilm axed Lord and Miller and Solo still managed to turn out better than the sequel movies. Lucasfilm gets in its own way.

Iger set absurd deadlines to show off his shiny new toy.

Luke in TLJ was a really strong, interesting bit of character development. He was great, and the rot at the core of the Jedi order that his section of the film began to address has been evident since Empire and ran throughout the PT, though Lucas lacked the nuance in his writing to effectively deal with it. Dealing with it head on should have been a priority of the ST, and Last Jedi began that, but then RoS ran away from it as fast as possible.

Anyway, we should stop arguing about Star Wars here, I say hypocritically.

 

[LittleBuford]

This feels like a "I didn't like it so therefore it was woke" which makes the word have no meaning whatsoever.

This is what “woke” has become for so many people: a nebulous catchall by which they can unthinkingly rubbish anything they happen not to like.

What makes it all the more unfortunate is that this understanding of “woke” is a total perversion of how the the term/concept was originally used in African American discourse, where it had (and still has) a very positive meaning.

 

[CaptainAmerica]

Iger asked the people who make movies to make movies. Lucasfilm are the ones who should have had a better handle on the creative vision for the sequels, but they didn't and it shows. Lucasfilm axed Lord and Miller and Solo still managed to turn out better than the sequel movies. Lucasfilm gets in its own way.

Solo was the worst of the bunch, and they get double-dinged for the weird decision to write Enfys Nest and Karli Morgenthau as the exact same character and cast them with the exact same actress.

 

[joshwill]

This is what “woke” has become for so many people: a nebulous catchall by which they can unthinkingly rubbish anything they happen not to like.

What makes it all the more unfortunate is that this understanding of “woke” is a total perversion of how the the term/concept was originally used in African American discourse, where it had (and still has) a very positive meaning.

when i was younger, we had a different way of saying woke, we called it having empathy for others

 

[Tha Realest]

Solo was the worst of the bunch, and they get double-dinged for the weird decision to write Enfys Nest and Karli Morgenthau as the exact same character and cast them with the exact same actress.

I take it you're not excited about Willow

 

[dreday3]

Solo was the worst of the bunch, and they get double-dinged for the weird decision to write Enfys Nest and Karli Morgenthau as the exact same character and cast them with the exact same actress.

Solo was my favorite out of all the new movies.