mikejs78
Premium Member
I agree.... Lets think forward 15 years (theoretically) when Chapek retires and names his replacement. What will be the transformational decisions he has made and successfully executed like Iger? Iger knew he was going to have to figure out how to acquire Pixar, and the relationship with Jobs was key... He pulled off Marvel, and Lucas and Fox..... I can see Chapek opening another park somewhere, but other than keeping the lights on and counting the beans as they come in, I don't see him as the big strategic thinker and risk taker.... Meyer would have been a different story, as he has been managing strategy for Iger for ever.....
Maybe Chapek can acquire the strategic thinker and or the people who will convince him to take risk.... Its just not going to come naturally, and the likelihood that he will run the company the way Universal is run by Comcast (follower maximizing yield) is high....
I don't think Chapek is going to last 15 years. He's 60. His contract is only for 3 years. I wonder if they are looking at him as a more transitional CEO as they groom someone else who maybe isn't ready yet. Chapek executes on the vision already set in motion with streaming, content, etc, and that will be further refined by Iger in the next year or so, and then steps down with a huge payday.