News Bob Iger is back! Chapek is out!!

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Elijah Abrams

Well-Known Member
In the Parks
Yes
portmickey said:

NBCUniversal CEO Jeff Shell Expects Disney to Write ‘Big Check’ for Comcast’s Hulu Stake​

Disney has guaranteed a minimum total equity value of $27.5 billion, suggesting that Comcast’s share would be worth at least $9 billion.
www.yahoo.com

NBCUniversal CEO Jeff Shell Expects Disney to Write ‘Big Check’ for Comcast’s Hulu Stake

Under a 2019 agreement, the media giant's 33% minority stake in the streamer is up for grabs as early as January 2024
www.yahoo.com www.yahoo.com

www.yahoo.com

Peacock At 18M Paid Subscribers, Up From 15M In Sept.; Jeff Shell Says Universal Now Rivals Disney Animation, Sees “Big Check” Coming For Hulu Stake

NBCUniversal CEO Jeff Shell said Peacock has more than 18 million paid subscribers as of today, a nice bump from the 15 million it announced for the quarter ended Sept. 30, driven by programming migrated from Hulu, sports and Universal movies. He threw down the gauntlet to a Disney company...
www.yahoo.com www.yahoo.com

This was Iger's baby from the start. Part of the Fox deal. Looks like Comcast wrote a great deal for themselves no matter how it pans out. $9 billion minimum to walk away. Interesting to see how Disney moves forward with Hulu. Will Iger spend another $9 Billion in 2024 for full control? That's more then Marvel and Lucasfilm cost Disney, COMBINED. Maybe they might sell Hulu to pay down some debt and introduce HotStar in the US for there general entertainment streamer? It's been successful in the rest of the world already. If they take full control of Hulu, do they take it international? They already have HotStar in markets outside the US. Or maybe they forget about general entertainment all together and just focus on Disney content for Disney+?
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He'll probably change his mind on getting all of Hulu with him back and Chapek making the company bleed money.
 
esskay

esskay

Well-Known Member
Lilofan said:
If a CEO tried to be like Walt, Disney would close. Walt's quote

I don't make movies to make money, I make money to make more movies.
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Agreed, you can't have a purely visionary focused leader, very few are capable of that job. You either need someone who's got both (i.e Steve Jobs but less...well..you know, less of a bum hole) or you need a strong pairing of a visionary and sensible money manager who are able to see eye to eye. I think this is why Wells/Eisner worked so well - but only when it was them as a pair.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
_caleb said:
This feels like a trap. I’m sure I’ll be mocked for this…

Specifically, I think Asa Kalama (WDI) would be great. Some will know (and judge) him from his work on SW:GE, but I think he’d be great if Iger picked him now and spent the next 18 mo. developing him. He’s a geek, a creative, understands the business side of things, tech, and he loves the parks.
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It wasn’t a trap…except I thought you were saying WDI.

To each their own
 
yensidtlaw1969

yensidtlaw1969

Well-Known Member
Nubs70 said:
What is needed as a DIS CEO is someone that does not insist on being the face of WDW but the leader of the multi faceted conglomerate that is DIS.

Stop trying to be Walt.
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Lilofan said:
If a CEO tried to be like Walt, Disney would close. Walt's quote

I don't make movies to make money, I make money to make more movies.
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I question the idea that any Disney CEO has really ever "tried to be Walt". That quote of his alone is pretty indicative - absolutely no one in charge of the company since Walt has ever taken anything close to that sort of perspective on any of the comany's functions. Nor have any of them meaningfully tried to embody the spirit of "Uncle Walt" in becoming a visible face of the company - Eisner came closest with his appearances on The Wonderful World of Disney and whatnot, and even that was little more than obvious lipservice. Eisner seemed to believe there was value to the illusion that the company was run by a showman, but a showman he was not and I don't think the public was ever fooled. The company was simply producing better work for a portion of his tenure and the public liked that, not him.
 
GhostHost1000

GhostHost1000

Premium Member
Iger to run the financial side
Eisner to run the creative/parks side
Why not? Better than the alternative being pushed right now

Might as well just sell to apple and let them fund everything
 
G00fyDad

G00fyDad

Well-Known Member
GhostHost1000 said:
Iger to run the financial side
Eisner to run the creative/parks side
Why not? Better than the alternative being pushed right now

Might as well just sell to apple and let them fund everything
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Because only one of those two could be CEO and that would likely be Iger and he would crush anything creative Eisner came up with under the weight of money. Besides, I always heard that Eisner (despite being in charge during my favorite WDW years) was not the creative one at that time.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
SpectroMagician said:
No. No no no no. Please no. As an MBA and finance person myself she is 100% not the right person for the CEO of a company like Disney.
Tom Staggs is the only real person who makes sense here. Everyone else is either not experienced enough or not good enough at their role.
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lazyboy97o said:
There is no sense in a Strategic Planner being CEO.
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I know that strategic planning is a fan boogie man - like “Eisner ruined the parks” 🙄…

But it could make sense IF they go to the two person model??

I actually don’t know why now they went away from it…it makes sense for entertainment companies and we have 30 years of data to show why?
 
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WondersOfLife

WondersOfLife

Blink, blink. Breathe, breathe. Day in, day out.
Tom P. said:
My friend has a theory that McDonald's is successful not because of quality but because of consistency. You can go to any McDonald's anywhere in the country and know that you're going to get the exact same thing.

Sorry, but I call BS on this. I know it's all a matter of opinion, but I can't imagine anyone thinking McDonald's food is better quality than quick service food at Disney. Yes, even at the All Stars food courts. I'm not claiming the All Stars serve gourmet fare, but McDonald's? Come on.
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I think McDonald's is better quality food for the price you pay in comparison.
 
pdude81

pdude81

Well-Known Member
They've already floated the two people they could use as partners down the road. Whether that has any bearing on reality will be known whenever Iger runs out of road. Thankfully he doesn't own BTTF
 
C

Cliff

Well-Known Member
OrlandoRising said:
Basing company decisions on "What would Walt do?" in the 70s and 80s nearly destroyed the company.

Walt Disney has been dead for 56 years. Speculating what he would think about particular people he never met, in a world he never knew, complete with its dramatically different culture and business environment, doesn't bring anything constructive to this conversation.
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Ironically,....even when Walt was alive, everybody thought that what Walt wanted to do...would destroy the company.

After a while, when people around him started to trust him...THAT is when Walt got nervous.
 

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