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

Disney Analyst

Well-Known Member
Over Iger’s nearly 15 year tenure as CEO, Disney’s total shareholder return outpaced the total shareholder return of the S&P500 by over 200%.

Put simply, the company and all of its competitors are in the midst of the greatest disruption to their existing business model in a generation and, for whatever reason, you want to ignore 15 years of astonishing financial and cultural success and chalk up the recent decline in their financial health to someone who transformed the company into the most powerful and successful entertainment company in the world, while ignoring the obvious challenges facing the entire legacy media industry due to COVID, the rapid decline in cable TV subscribers, and the need to invest significant cash into the pivot from a declining business (linear TV) to a growing business (streaming).

Your facts don’t fit their agenda.
 

TheIceBaron

Well-Known Member
I hate how Bob Iger blames Chapek for everything, even though he's made most of the bad decisions the past 5 years. Chapek must have signed something before he left that makes it so he can't say anything. So Iger is using that to try and get off scott free.

Fire Iger

He probably had to sign ironclad non-disparagement and confidentiality clauses to keep his golden parachute.
 

Trauma

Well-Known Member
Over Iger’s nearly 15 year tenure as CEO, Disney’s total shareholder return outpaced the total shareholder return of the S&P500 by over 200%.

Put simply, the company and all of its competitors are in the midst of the greatest disruption to their existing business model in a generation and, for whatever reason, you want to ignore 15 years of astonishing financial and cultural success and chalk up the recent decline in their financial health to someone who transformed the company into the most powerful and successful entertainment company in the world, while ignoring the obvious challenges facing the entire legacy media industry due to COVID, the rapid decline in cable TV subscribers, and the need to invest significant cash into the pivot from a declining business (linear TV) to a growing business (streaming).
Let’s just ignore how he grew it and what he has done with those assets.
 

HauntedPirate

Park nostalgist
Premium Member
'Secret Invasion' was a flaming hot pile of garbage. Worst Marvel series I've watched (but I haven't watched Ms. Marvel, so maybe that could supplant it as the worst). Mando's most recent season was ok but it's slipping. Haven't watched Loki season 2 (yet) or Ahsoka.
 

TheIceBaron

Well-Known Member
Is Disney’s streaming ratings really the best metric of success? Technically Disney had a lot of top grossing movies in 2023, but against the backdrop of bloated production and marketing budgets, the studios weren’t actually profitable. I think the only success story they have had since Covid is the parks and cruise line.
 

Stripes

Premium Member
Let’s just ignore how he grew it and what he has done with those assets.
Iger made a number of successful acquisitions and successfully integrated them into a company that was widely regarded as a dinosaur when he took over. For instance, he purchased the talent at Pixar and successfully used that talent to reinvigorate Walt Disney Animation Studios, which was producing Atlantis, Home on the Range, and Chicken Little.

And while Iger is widely praised for his acquisitions, some of which were essentially dormant or directionless when Disney bought them, his execution and leadership across the company far surpasses the value of those acquisitions.

As just one example, before Iger took over, Disney was churning out DCA 1.0, WDSP, and HKDL. After Iger took over, they invested $1.1 billion in the midst of a massive recession in turning around DCA. And again, execution was fantastic, and the park is now very successful.
 

TheIceBaron

Well-Known Member
If you were a shareholder for the last 20 years you would be laughing all the way to the bank.

Actually if you were a shareholder of Disney in the last 20 years you would be kicking yourself for not investing in most big tech stocks which had leaps and bounds better returns than DIS
 

Trauma

Well-Known Member
Netflix has been able to sell ads at a slightly higher price than rivals by leveraging the pent-up demand from advertisers who had been waiting for its ad tier for years, Insider Intelligence analyst Ross Benes said.

"Because viewers tend to spend more time per day with Netflix than with other streaming services, Netflix's ad revenues are poised to grow significantly," Benes said, adding that "Disney is struggling more right now because they have had all these box office bombs."
 

Jrb1979

Well-Known Member
6 of the top 10 most watched streaming originals in 2023 were produced by Disney for Disney platforms
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For fans of the parks he hasn't been good at all. WDW is still lacking in enough attractions and basically has since your King got hired. Its time to boot him and all of Burbank and get someone who understands the parks. Not someone who looks at them as place for the plebs to go.
 

JD80

Well-Known Member
For fans of the parks he hasn't been good at all. WDW is still lacking in enough attractions and basically has since your King got hired. Its time to boot him and all of Burbank and get someone who understands the parks. Not someone who looks at them as place for the plebs to go.

Why do you have to be weird by calling Iger someone's King?
 

el_super

Well-Known Member
Its time to boot him and all of Burbank and get someone who understands the parks. Not someone who looks at them as place for the plebs to go.

This is never going to happen. Even if a CEO "understood" the parks in the same way you think that means, the actions taken toward the parks and the company has a whole are dictated by hundreds, if not thousands of people all trying to achieve bigger overarching goals (like returning shareholder value).

Case in point: one time the company announced they were going to spend 60 billion dollars on parks, and the fans kept asking that the CEO get replaced. Really weird.
 

Trauma

Well-Known Member
That's sometimes called insider trading for the ones who do not get caught.
I know this is personal info but I would like to make an assumption about you.

I’m going to guess that you have zero debt.

Would you say that’s accurate ?

I only ask because I always like to know what the influence was.

Was it someone like Ramsey or maybe you read the Millionaire Next Door.

I know you didn’t learn it in school, so it’s fun to find out how you educated yourself.
 

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