News Chapek FIRED, Iger New CEO

Tha Realest

Tha Realest

Well-Known Member
Sirwalterraleigh said:
At some point they’re gonna run into the wall and bleed subscribers

Probably a lot sooner than anyone believes around here.

People took that Bob Iger “brand” stuff too literally…he was trying to get more stock options.

It also hurts their studio business
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Also Lasseter has poached a bunch of top line talent from Pixar, which has not been happy with all their films getting dumped on D+
 
Jrb1979

Jrb1979

Well-Known Member
Sirwalterraleigh said:
Correct…but not espn. It’s RSO and the direct media streams that are the way to go. In so many choices…”casual” sports fans are all but gone.

That’s why baseball teams are with $2,000,000,000 when no one is in the Seats…their ties to the RSO and revenues from ads on those
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I have a feeling with legalized sports betting sports will make a big comeback. Which leads me to ask what ever happened to Disney getting into sports betting.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Jrb1979 said:
I have a feeling with legalized sports betting sports will make a big comeback. Which leads me to ask what ever happened to Disney getting into sports betting.
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Highly possible…

Or bettors actually could care less what actually happens in the games? Except maybe the nfl

No one is watching the jays and orioles to see if their parlay hits
 
C

Chip Chipperson

Well-Known Member
Sirwalterraleigh said:
Highly possible…

Or bettors actually could care less what actually happens in the games? Except maybe the nfl

No one is watching the jays and orioles to see if their parlay hits
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I think that's a big reason why a lot of the online sports books now offer in-game wagers. It glues the gamblers to their screens. Then they cut a deal to become "the official online sports book" of the NFL or MLB.
 
bcoachable

bcoachable

Well-Known Member
Vegas Disney Fan said:
I think Disney+ is losing more revenue by poaching their theaters/video sales than it’s earning.

I used to see most Disney movies in the theater, then I’d buy them all on Blu-ray, now there’s no need anymore, just wait a month or two and watch it for free on D+.

So before I would have spent $10 on a movie ticket and $20 on the Blu-ray, now it’s part of my (still reduced) $6 a month subscription. A half dozen movies a year and millions of people and it adds up quick.
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But to be fair- the business model (esp back two years ago) has/was trending towards “streaming” as an answer to buying bluerays…
And (for me, anyway) it felt as if The fiz - I mean the Diz was trying to get ahead of the trend.
 
Animaniac93-98

Animaniac93-98

Well-Known Member
Vegas Disney Fan said:
I think Disney+ is losing more revenue by poaching their theaters/video sales than it’s earning.

I used to see most Disney movies in the theater, then I’d buy them all on Blu-ray, now there’s no need anymore, just wait a month or two and watch it for free on D+.

So before I would have spent $10 on a movie ticket and $20 on the Blu-ray, now it’s part of my (still reduced) $6 a month subscription. A half dozen movies a year and millions of people and it adds up quick.
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They're also dumping stuff on streaming that would probably do well getting a theatrical release first.
 
Model3 McQueen

Model3 McQueen

Well-Known Member
In the Parks
No
Trauma said:
Just in case anyone here likes $Dis at $100 a share it’s time to go shopping.

Personally I think it’s not at the bottom yet, just an FYI.
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For $100 a share on a similar market cap.. I'm picking AMD any day of the week. I wouldn't put a dime into chapek's influence on the company.
 
Slpy3270

Slpy3270

Well-Known Member
Apparently this was a bubble waiting to burst for a while.
www.businessinsider.com

Disney insiders reveal why Bob Chapek fired TV chief Peter Rice and what it means for CEO succession plans

Disney CEO Bob Chapek fired the company's top TV exec, Peter Rice, who was a poor fit for the company's culture, insiders say. Dana Walden will step into Rice's role.
www.businessinsider.com www.businessinsider.com

The insiders say he may have been behind some of the negative stories regarding Disney in the past several years, and Iger even tried to push him out in the very early post-merger months.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Slpy3270 said:
Apparently this was a bubble waiting to burst for a while.
www.businessinsider.com

Disney insiders reveal why Bob Chapek fired TV chief Peter Rice and what it means for CEO succession plans

Disney CEO Bob Chapek fired the company's top TV exec, Peter Rice, who was a poor fit for the company's culture, insiders say. Dana Walden will step into Rice's role.
www.businessinsider.com www.businessinsider.com

The insiders say he may have been behind some of the negative stories regarding Disney in the past several years, and Iger even tried to push him out in the very early post-merger months.
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Did he leak that the ceo sucks?

Not much of a leak 🤪
 
Slpy3270

Slpy3270

Well-Known Member
Sirwalterraleigh said:
Did he leak that the ceo sucks?

Not much of a leak 🤪
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Wouldn't surprise me.

My guess is that contract extension last year was, in his view, anticipation that Chapek would be gone sooner rather than later and that he would take his place as CEO. The BoD must've figured out the game Rice was playing and turned the tables on him, leading to this.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Slpy3270 said:
Wouldn't surprise me.

My guess is that contract extension last year was, in his view, anticipation that Chapek would be gone sooner rather than later and that he would take his place as CEO. The BoD must've figured out the game Rice was playing and turned the tables on him, leading to this.
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Yeah…you’re giving them way too much credit…but fun hypothesis nonetheless
 

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