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

[Ayla]

Judging from the trades’ headlines looks like the interview in Sun Valley was a hit!

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Think that’s called pulling a Chapek

He should have kept his stupid mouth shut until after the vote.

 

[el_super]

Took over 100 years for this to fall apart.

But yeah Disney is invincible.

That's silly.

Traditional retailers failed because they were slow to adopt to a changing environment. They didn't adopt to online businesses or globalization as quickly as new start ups could. They failed to innovate.

Now are we going to turn around and blame Disney's current issues on a desire TO innovate? Because that's what it sounds like. People want to believe that if Disney just stuck to cable and movies, and didn't invest in streaming, they would be fine? Not a chance.

Disney is an entertainment company, and as long as they can keep making entertainment people want, they will be fine, regardless of the distribution method.

 

[Mmoore29]

I’ll play your game.

What product is doing well?

Name 3 since you have so many to choose from.

TLM is making it to $700 million worldwide since it has a long time to play overseas and even some North American Markets. Star Wars has always been warmly received by the public at large, as the fanboys and the Internet has NEVER spoken for the majority; the movies and shows are all accepted as canon, and that's just the way it is. Indy is a license to print money, regardless of its faults. Elemental has been catching fire and will finish in the black (though it and Lightyear would've done better if Daniel and Chapek hadn't moved those movies to Disney+ and would've ridden that wave), and Pixar is bound to do even better since Iger has hinted that firing John Lasster over unproven allegations was a mistake and we might soon see him coming home to Pixar where he belongs; the MCU is doing quite well and has been continuing to provide a great coherent narrative and the public continues to embrace it, despite what the doomsayers say; Haunted Mansion, Chevalier and Wish are primed to do well. But don't count the media to be honest about all of this.

 

[Trauma]

He should have kept his stupid mouth shut until after the vote.

Wow I don’t usually see you this worked up.

Get ‘em!!!

 

[Mmoore29]

We have absolutely nothing to do what will go down. It will come down to what people like Nelson Peltz and the rest of the investor cohort believe. They will tolerate many things, but not declining stock prices and poor dividends. You are wasting your words on us mere fans. Convince the investors Disney isn’t in a world of

The rest of you, for gosh sakes, people! Look at what you are doing! <insert wrestling with pig cliches>

Shorts are determined to punish the company. They have 10 percent of the stock, and it's obscene. And people like Peltz and Carl Icahn and the late Boone Pickens and the like are vultures, absolute vultures. They have no redeeming value. They do nothing but destroy things.

 

[Trauma]

TLM is making it to $700 million worldwide since it has a long time to play overseas and even some North American Markets. Star Wars has always been warmly received by the public at large, as the fanboys and the Internet has NEVER spoken for the majority; the movies and shows are all accepted as canon, and that's just the way it is. Indy is a license to print money, regardless of its faults. Elemental has been catching fire and will finish in the black (though it and Lightyear would've done better if Daniel and Chapek hadn't moved those movies to Disney+ and would've ridden that wave), and Pixar is bound to do even better since Iger has hinted that firing John Lasster over unproven allegations was a mistake and we might soon see him coming home to Pixar where he belongs; the MCU is doing quite well and has been continuing to provide a great coherent narrative and the public continues to embrace it, despite what the doomsayers say; Haunted Mansion, Chevalier and Wish are primed to do well. But don't count the media to be honest about all of this.

Got it.

It’s a bit.

You almost had me!!

 

[Mmoore29]

That's silly.

Traditional retailers failed because they were slow to adopt to a changing environment. They didn't adopt to online businesses or globalization as quickly as new start ups could. They failed to innovate.

Now are we going to turn around and blame Disney's current issues on a desire TO innovate? Because that's what it sounds like. People want to believe that if Disney just stuck to cable and movies, and didn't invest in streaming, they would be fine? Not a chance.

Disney is an entertainment company, and as long as they can keep making entertainment people want, they will be fine, regardless of the distribution method.

Let's be clear, Disney only followed suit because everyone else was, so they had to join in or be left behind. If the other studios had left things to Netflix, which they arguably should've done, it would be different and Disney would've been content.

Everything else you say, of course, is quite right.

 

[Mmoore29]

Got it.

It’s a bit.

You almost had me!!

Being sincere and wearing your heart on your sleeve is a "bit," now? I thought this era had declared that irony was dead and sincerity was in.

 

[UNCgolf]

TLM is making it to $700 million worldwide since it has a long time to play overseas and even some North American Markets. Star Wars has always been warmly received by the public at large, as the fanboys and the Internet has NEVER spoken for the majority; the movies and shows are all accepted as canon, and that's just the way it is. Indy is a license to print money, regardless of its faults. Elemental has been catching fire and will finish in the black (though it and Lightyear would've done better if Daniel and Chapek hadn't moved those movies to Disney+ and would've ridden that wave), and Pixar is bound to do even better since Iger has hinted that firing John Lasster over unproven allegations was a mistake and we might soon see him coming home to Pixar where he belongs; the MCU is doing quite well and has been continuing to provide a great coherent narrative and the public continues to embrace it, despite what the doomsayers say; Haunted Mansion, Chevalier and Wish are primed to do well. But don't count the media to be honest about all of this.

There is a 0% chance Disney/Pixar rehires John Lasseter.

 

[LSLS]

TLM is making it to $700 million worldwide since it has a long time to play overseas and even some North American Markets. Star Wars has always been warmly received by the public at large, as the fanboys and the Internet has NEVER spoken for the majority; the movies and shows are all accepted as canon, and that's just the way it is. Indy is a license to print money, regardless of its faults. Elemental has been catching fire and will finish in the black (though it and Lightyear would've done better if Daniel and Chapek hadn't moved those movies to Disney+ and would've ridden that wave), and Pixar is bound to do even better since Iger has hinted that firing John Lasster over unproven allegations was a mistake and we might soon see him coming home to Pixar where he belongs; the MCU is doing quite well and has been continuing to provide a great coherent narrative and the public continues to embrace it, despite what the doomsayers say; Haunted Mansion, Chevalier and Wish are primed to do well. But don't count the media to be honest about all of this.

I'm assuming you are including an estimated digital profit and streaming rights in your numbers?

 

[Mmoore29]

There is a 0% chance Disney/Pixar rehires John Lasseter.

Iger hinted that removal of Lasseter played into Pixar's perception woes, so that sounds like he could be edging to that. Plus, after all, Disney is making overtures to bring Johnny Depp back for a proper Pirates sequel too.

 

[Mmoore29]

I'm assuming you are including an estimated digital profit and streaming rights in your numbers?

No, these are the numbers. Remember, films in Japan (where TLM has had one of its biggest markets) can play for a year there. There's a lot of expansive windows around the world. And remember, the NA window is 45-60 days.

 

[el_super]

If the other studios had left things to Netflix, which they arguably should've done, it would be different and Disney would've been content.

I don't know.... it doesn't seem like that long ago people were talking about Netflix buying Disney. It seems obvious now, if Disney hadn't made a bigger push into streaming, and became reliant on Netflix for distribution, Netflix would be looking to buy up the content producers.

Iger has long wanted to keep Disney as the last independent studio, and moving into streaming, while difficult, serves that purpose and keeps them around.

 

[GhostHost1000]

Got it.

It’s a bit.

You almost had me!!

Didn’t you hear? Disney films are doing so well the stock price is now through the roof!

Or is that fell through the roof.

 

[Trauma]

Iger hinted that removal of Lasseter played into Pixar's perception woes, so that sounds like he could be edging to that. Plus, after all, Disney is making overtures to bring Johnny Depp back for a proper Pirates sequel too.

According to the Daily Mail, Johnny Depp has "no intention of working with Disney ever again" as a response to his treatment during the Amber Heard controversy. He is so steadfast in his decision that he will not reprise the role of Jack Sparrow, even if it means passing up a $20 million payday for a sixth installment.

I can’t keep pace with all your inaccuracies but don’t get too hopeful on Depp.

 

[Mmoore29]

I don't know.... it doesn't seem like that long ago people were talking about Netflix buying Disney. It seems obvious now, if Disney hadn't made a bigger push into streaming, and became reliant on Netflix for distribution, Netflix would be looking to buy up the content producers.

Iger has long wanted to keep Disney as the last independent studio, and moving into streaming, while difficult, serves that purpose and keeps them around.

Arguably, the studios could've moved to have the deal made to where they had creative control of the content and Netflix just distributed it. Of course, that would be the only way it would've happened.

 

[hopemax]

Shorts are determined to punish the company. They have 10 percent of the stock, and it's obscene. And people like Peltz and Carl Icahn and the late Boone Pickens and the like are vultures, absolute vultures. They have no redeeming value. They do nothing but destroy things.

They are still the ones in the drivers seat. So convince them Disney isn't struggling, don't waste your time with us!

 

[Mmoore29]

According to the Daily Mail, Johnny Depp has "no intention of working with Disney ever again" as a response to his treatment during the Amber Heard controversy. He is so steadfast in his decision that he will not reprise the role of Jack Sparrow, even if it means passing up a $20 million payday for a sixth installment.

I can’t keep pace with all your inaccuracies but don’t get too hopeful on Depp.

Johnny wouldn't do it for the money, he'd do it for the fans, to give them closure. And representatives for him told People that Johnny IS open to working for Disney "if the project is right."

Johnny would have conditions: namely getting the old band back together, with Gore Verbinski and Hans Zimmer and the cast, possibly a role in writing the script. And Disney would accept in order to get him back.

 

[Tha Realest]

Iger is nothing like Zaslav. That's completely outrageous. He's not going to undo purchases like ABC, Pixar, Marvel, Lucasfilm or Fox by any means. He knows these are complementary assets. I don't see him doing anything beyond selling assets in India, where there's a lot of value to unlock and a lot of streamlining to do there. But he's not going to be "Zaslav-lite."

He’s already ethered entire swaths of D+ content just like Zaslav, some of it just weeks old. He’s also now dangling the prospect of selling off assets like ESPN and ABC.

 

[networkpro]

Except when those diverse products are actually doing well, but everyone has a vested interest in MAKING them fail because it helps their narrative.

Please look at their fundamentals before you make such absurd statements. For ESPN, look at the overall cost of content acquisition (300 million a year to the SEC, 2.7 billion a year to the NFL for Monday Night Football and Superbowl rotation, another 2.7 billion for the NBA, and a few more so it adds up to real money) vs number and income per subscriber (either cable or ESPN+) and you'll quickly find out that the ROI is rapidly decreasing.