Rumor Hollywood insiders say there's growing tension at Disney as CEO Bob Chapek chafes at Bob Iger's 'long goodbye'

TikibirdLand

Well-Known Member
I think long-term and more optimistic not like some Debbie downers . Whether Chapek stays or goes , TWDC will go on.
My TWDC will Go On...
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JoeCamel

Well-Known Member
Make of it what you will and how it relates to Chapek, but the stock hit 52 week low today.

EvErYtHiNg Is FiNe.
The hype train sailed a couple of years ago. This is really a $100 stock and the analysts are reassessing the valuation without the hype of D+ and the Fox deal going forward. It will settle and maybe a dividend will come
@seascape you thought $112 was good when?
 
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seascape

Well-Known Member
The hype train sailed a couple of years ago. This is really a $100 stock and the analysts are reassessing the valuation without the hype of D+ and the Fox deal going forward. It will settle and maybe a dividend will come
@seascape you thought $112 was good when?
I still believe Disney is going to reach $180 by the end of the year. I will post more after the quarterly report.
 

MisterPenguin

President of Animal Kingdom
Premium Member

ImperfectPixie

Well-Known Member

Tha Realest

Well-Known Member
Maybe good box office for Doctor Strange in the Multiverse of Madness might help Disney's stock?
For better or worse, Disney's future is tied with Disney+. For all its steady, profitable revenue from parks, cruises, etc., it wants to be viewed as a tech/streaming company. Remember this when the bubble bursts, or they miss their rosy subscriber projections, or *gasp* they start to lose subs.
 

Ghost93

Well-Known Member
For better or worse, Disney's future is tied with Disney+. For all its steady, profitable revenue from parks, cruises, etc., it wants to be viewed as a tech/streaming company. Remember this when the bubble bursts, or they miss their rosy subscriber projections, or *gasp* they start to lose subs.
That seems like a bad strategy for the long term. Look at what's happening to Netflix!
 

Dranth

Well-Known Member
For better or worse, Disney's future is tied with Disney+. For all its steady, profitable revenue from parks, cruises, etc., it wants to be viewed as a tech/streaming company. Remember this when the bubble bursts, or they miss their rosy subscriber projections, or *gasp* they start to lose subs.
Them wanting to be seen as a tech company was a mistake for Disney long term. None of the streaming services can produce enough content to keep people subscribed and the second even a hint of those subscription numbers dropping or slowing down hits, the sell off begins.

They really should have tempered the talk about Disney+ and been reminding investors that are more than that. In addition, bring back the dividend.
 

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