News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

Casper Gutman

Well-Known Member
While not ideal…it’s not as bad an idea as it seems on the surface.

The worst exec to be a potential ceo for the last 30 years was chapek. Which was a fireable move by Iger.

Yes…worse than Rasulo and even pressler
You have no understanding of how much worse things will be if Rasulo and Perlmutter get their way. It will be exponentially worse than Chapek or Iger. Anyone not rooting for Iger in this battle is either entirely politically motivated or deeply unserious.
 

Serpico Jones

Well-Known Member
“It’s going to be a long, cold winter at Disney and these guys (Peltz, Perlmutter and Rasulo) are going to make the most of it”, said a longtime Disney executive. “They’re going to go for it and they‘re going to get something“
 

Disgruntled Walt

Well-Known Member
In the Parks
No
Anyone not rooting for Iger in this battle is either entirely politically motivated or deeply unserious.
I am definitely not rooting for Iger. I'm rooting for Disney to go back to what made it good. And it's not right now. I'm not saying Perlmutter and Rasulo are the way to go. But Iger is not the good guy here either. Not at all.
 

lazyboy97o

Well-Known Member
I am definitely not rooting for Iger. I'm rooting for Disney to go back to what made it good. And it's not right now. I'm not saying Perlmutter and Rasulo are the way to go. But Iger is not the good guy here either. Not at all.
He’s significantly better than a Disney run by Rasulo, more-so if he’s beholden to Perlmutter. Neither are committed to strong storytelling. Rasulo had/has open disdain for Disney’s products, especially the parks that he would avoid like the plague.
 

Stripes

Premium Member
Let’s have some fun shall we 👍

Return on Capitol: 1.94% 🤣🤣( Embarrassing )

EPS: ⬇️ 31.19% over last 5 years

Net Income: ⬇️ 28.50%

Free cash flow : ⬇️ 13.01%


The Walt Disney Company

Courtesy of Bob Iger
Between Disney+, Hulu, and soon the full ESPN service, they‘ll have the best streaming product on the market. Most of my streaming time is spent in Hulu followed closely by Disney+ followed by Max. The decrease in financial metrics is driven by the inevitable decline of the linear networks across the media landscape (which I think happened much faster than Disney or anyone expected) and the amount of cash being poured into Disney+.

Give the stock 2-3 years then let’s see where things stand. As a reminder, Disney is hardly alone in dealing with the disruption of linear networks:
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Lilofan

Well-Known Member
He’s significantly better than a Disney run by Rasulo, more-so if he’s beholden to Perlmutter. Neither are committed to strong storytelling. Rasulo had/has open disdain for Disney’s products, especially the parks that he would avoid like the plague.
I doubt that regarding disdain. Rasulo was President of DLP before being promoted to chairman of parks and resorts then CFO before leaving Disney.
 

Tha Realest

Well-Known Member
“It’s going to be a long, cold winter at Disney and these guys (Peltz, Perlmutter and Rasulo) are going to make the most of it”, said a longtime Disney executive. “They’re going to go for it and they‘re going to get something“
Maybe they’ll put franchises like Star Wars in the hands of directors that want to make the core audience “uncomfortable” or “p—- people off.”

Wouldn’t that be foolish and an example of gross corporate malfeasance?
 

Sirwalterraleigh

Premium Member
You have no understanding of how much worse things will be if Rasulo and Perlmutter get their way. It will be exponentially worse than Chapek or Iger. Anyone not rooting for Iger in this battle is either entirely politically motivated or deeply unserious.
I have - frankly - as much understanding of how things can go than anyone here.

But you’re twisting two different issues. Would I want Peltz/perlmutter anywhere near control?
No…no way in hell.

But that doesn’t mean you let Iger rule his kingdom unchecked any longer. He has failed. They are in an awful position and the future is very bleak. All on him.

So it’s not “keep less bad” over fear of worse.

And I realize that’s not easy…but it’s the hand dealt now.

In an ideal world…we need a modern Eisner…one who puts all his focus on drawing and locking new people in…because that’s the gateway to better content. That ain’t Bob. The IP is in abysmal shape.
How they screwed up Star Wars (again) is beyond human logic.
 

Sirwalterraleigh

Premium Member
People aren’t looking at what is really going on here…
Perlmutter and Peltz are 81 each.

Are they interested in “reshaping” Disney? Of course not…this is settling an old score and ousting Iger. And under the circumstances…that may be a great thing. Even if swinging Jay is put in control…the next board will be the ones that have to shift to the next phase. Those two don’t have enough time left in the game.


And I’ll remind: how did Iger end up here?
Roy Disney did the same damn thing…settled a score and then left.

Ultimately…Disney will be sold. The question for fans is do you want them to be operating more as when parks and franchise longevity was king? Or 2023 - which is quite the opposite?

I’ll take my chances
 

Sirwalterraleigh

Premium Member
Maybe they’ll put franchises like Star Wars in the hands of directors that want to make the core audience “uncomfortable” or “p—- people off.”

Wouldn’t that be foolish and an example of gross corporate malfeasance?

Wrong thread.

Perfect thread. The gross mismanagement of the creative that was blatantly exposed this year and what needs fixing the most.

Bob has ruined Star Wars…and the others have followed. The buck stops with him in the end.
 

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