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News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
TrainsOfDisney
Well-Known Member
he’s no Tim Cook that’s for sure.
JoeCamel
Well-Known Member
I'm not sure what average you are using but S&P500 is up 280% for the same time period. Index wins
Nubs70
Well-Known Member
Augist 2014 $DIS - $86/share - August 2024 $98/share unless a split occurred in the meantime
They could but some think Iger controls the Board?
JoeCamel
Well-Known Member
Right so your 14%, was the post sarcasm? I usually can see it
Nubs70
Well-Known Member
Not sarcasm. From the graph posted, all the nice price jumps in between mean nothing to the buy n hold player. Now if you are a short seller/market timer, there is an argument that Bob could be your guy.
By average, I was referring to the average stock gain over the 2014 to 2024 time period which came in at about 12.5%
TrainsOfDisney
Well-Known Member
I thought about that but nobody is really directly comparable. Comcast would be the closest I suppose.
Nubs70
Well-Known Member
Comcast has outperformed DIS over the last 10, 15, and 20 year time periods.
Stripes
Premium Member
NBCUniversal is the only true comp for Disney, although even they don’t have as much legacy media networks exposure.
TrainsOfDisney
Well-Known Member
right, which is why I said comcast would be the closest.
Stripes
Premium Member
But only 10% of Comcast’s revenues are studio entertainment and parks. So even Comcast is a poor comparison despite the obvious similarities between Disney and NBCUniversal.
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BrianLo
Well-Known Member
Comcast is only up 40% on Disney on a ten year scale, and this was essentially the same levels a month ago.
Wall Street is really only evaluating Bob on his timescales of overseeing the company anyways. His start to 2019, Fall 2022-now.
The former timescale was already declared a success, it’s this new one where scrutiny will certainly start to rebuild… but again, I don’t think this current stock price is really going to stick through their next earnings guidance.
Wall Street is really only evaluating Bob on his timescales of overseeing the company anyways. His start to 2019, Fall 2022-now.
The former timescale was already declared a success, it’s this new one where scrutiny will certainly start to rebuild… but again, I don’t think this current stock price is really going to stick through their next earnings guidance.
TrainsOfDisney
Well-Known Member
The first one was fueled by hope and early good decisions. Buying Pixar, Lucas, and Marvel were good decisions that all paid off…. At first.
Some of the early investments in the parks were pretty solid (DCA 2.0, Avatar, Star Wars should have been….)
But then things really started taking a turn -
BrianLo
Well-Known Member
Which coincides with a different CEO as far as Wall Street is concerned.
I know the users here feel otherwise… but that’s how he is being judged.
It’s really not unfair to say that Disney company peaked in 2019. In part that was by design for Bob’s exit strategy. I don’t think Iger gets a free pass personally, but I think there were some real legitimate decisions made by Chapek that have landed us here. That I don’t think would have been Iger strategies if he had still been in control. Those bad decisions keep mounting in hindsight.
I still feel the one truly definable decision I can ascribe to Chapek, that I think was good, that I don’t as strongly believe Iger would have done, was purchasing the Genting Global Dream.
Sirwalterraleigh
Premium Member
Disney doesn’t turn on a dime…so if it “peaked” on paper in 2019…the wheels were turning several years before. They really started to run out of steam around 2015 objectively…decline interest started in that ballpark.
And to that “it takes time”
Slaphead has some public snafus that cause damage…but he didn’t have enough time to scratch the surface really.
And he never had the board…not for one second.
When somebody like Sue Arnold tells you who they are…believe them
Really??? Yes there are options. No one person is perfect. Heck, I am old enough to remember when Bob was announced and all my friends were "Who the heck is this Iger fellow?". There are plenty of options, Disney board has named 4 of them. The Board needs to have the courage of their convictions to pull the trigger and make the announcement on the next CEO. For the sake of Disney future success, they need to take away Bob's private office and keys to the building. Whoever the next boss is, they do Not need the shadow of CEO past looking over their shoulder.
Sirwalterraleigh
Premium Member
I don’t think anyone here really disagrees
Except for those that had a nervous pee and voted for bobs puppet board in April with their 10 shares…and have enjoyed a 22% loss in value since
