Sirwalterraleigh
Premium Member
No…just angry shareholders and one ceo with an angle
But this “activist investor”…
…you don’t think this was out of nowhere, do you?
That’s not the game
-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
News Bob Iger is back! Chapek is out!!
- Thread starter Disney4family
- Start date
But this “activist investor”…
…you don’t think this was out of nowhere, do you?
That’s not the game
MerlinTheGoat
Well-Known Member
I'm curious what makes you think he's going to change. The guy strategically jumped ship right as the turd was about to hit the fan, and let Chapek take a face full of it. Now he's jumped back on board since he thinks the "worst" is over. I don't see any hints of lessons learned here myself.
I'm also not sure I buy his return being "temporary". Every person who was previously supposed to be his successor was thrown under the bus by his enormous ego. And he ended up picking a weakling that he knew would serve as his gormless fall guy, and was guaranteed to fail as a replacement.
I simply don't think people like Iger are capable of admitting mistakes and fixing problems they caused, nor putting suitable people in charge as their replacements. There's far too much ego and greed involved IMO.
I'm not so sure Chapek was drowning the company. He was pushing the revenue of the ONE resource that was still profitable to prop up the other divisions that weren't.
If Andor/Lightyear/Rise of Skywalker/Solo/Soul/Turning Red/Wakanda Forever/ESPN/ABC had been profitable this wouldn't have been as critical/cannabilistic a business decision but Chapek pulled the levers he had at hand.
As much as I detest Chapek - he was a businessman at heart and trying to make the right decisions based on that. I can't see Iger doing better here.
Does he have $84B to attempt it?
So all of this for the board to save their own skin?
Sirwalterraleigh
Premium Member
This is NOT Vindication of iger’s promises on streaming…this is a “prove it” scenario
It wasn’t gonna make what they said it would. The streaming game is not high yield
It wasn’t gonna make what they said it would. The streaming game is not high yield
Indy_UK
Well-Known Member
Its her blatant and rude comments about reducing food portion sizes would be a good thing for their bottom line, and visitors waistlines is a start.
_caleb
Well-Known Member
Disney had no part in the development or production of the Netflix series. Thus, they were not MCU. Now, Disney is all about playing to the fanbase(s) and has added a few of those characters into MCU shows, but it’s still unclear whether these are actually those same characters or merely multiversal versions of those characters and oh, dear, why am I even trying to explain this?
And how do you calculate how Andor or Wandavision wasn't profitable? Do you have a source for how much the lost the company?
Cramer never invests his own money... That's the point of his shtick - he get you to invest yours and he bets accordingly.
Sirwalterraleigh
Premium Member
Arnold and her patron Iger…If I had to guess?
They used a ringer. Now he’ll get his board preference.
It’s 100% normal and wall streets version of the Reichstag fire.
Roy Disney did it TWICE
Are the Apple prophecies coming true
It didn't gain them subscribers and viewership was low for both.
MrPromey
Well-Known Member
I hope by "that person" you don't mean me (who you responded to) because that's not what I was trying to say AT ALL.
I just said management didn't seem to have much faith in it.
A movie can be awful whether someone deems it "woke" or not.
Some people would like to suggest the only reason Lightyear was not a roaring success was because of a relationship between two characters.
Personally, I think it was just a crappy movie and I gave it the benefit of the doubt with a theater visit, even after seeing the Rotten Tomato score.
I hope this one is good. I don't want it to be bad but there is a pretty understood formula around marketing to make these movies profitable and the fact that Disney, the company who wrote the book on that, isn't doing it, suggests they're cutting their losses in advance for some reason.
I'm in no way trying to guess what that reason is.
Last edited:
Casper Gutman
Well-Known Member
The combination of the pandemic and the rise of streaming was a shift perfectly designed to wipe away theaters. It didn't. If they came back from that, they aren't going to spontaneously die.
And then the movie theaters came back.
The point is its not one or two flashes in the pan, its repeated success for films across all genres and levels of production. No, we're not going back to the days of Gone With the Wind, but it seems we are going back to 2018 or so.
Does he? Or did he sell that to you and Chapek was the one demanding a splash mountain redo?
freedining
Member
Well, at least the name calling stopped, but boy, us west coast people are boring. Talking about business stuff. Almost as boring as the Walking Dead finale.
Sirwalterraleigh
Premium Member
Don’t think cook has the shell to play that game…
Though I think Apple is Disneys most likely future merger partner.
I think this was all Iger. It looked like chapek “won” in 2021…and he wouldn’t take it.
Casper Gutman
Well-Known Member
Streaming is here to stay, but the model will be reconsidered. And part of that reconsideration will be that cinemas are here to stay, too.
Agreed - Disney would make great AppleTV content... A sad state of affrairs but... (and, I believe, Iger explored that at one point with Steve Jobs!)