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

[BrianLo]

I have no idea who those last 2 lines could possibly refer to...

Every streamer... other than old media execs, including Netflix?

The actual Netflix quote in question is: "The challenge for so many of our competitors is that while they are investing heavily in premium content, it's generating relatively small view on their streaming services."

That's definitely how they differentiate. Netflix is about cheaper volume and it works for them. But the ecosystem cannot handle 10 streamers volume focused.

 

[JoeCamel]

Made room for Nelson........

 

[Lilofan]

She's a smart investor. The billionaire CEO of Oracle bought approx 2 million shares of Disney a few years ago only to sell it later and made a hefty profit.

 

[Disney Irish]

Nothing to see here, its due to a potential conflict of interest due to Larry Ellison, founder of Oracle, being part of Skydance's takeover of Paramount.

 

[mysto]

The armchair CEOs of the WDWMagic forum need to step up and offer their skills for this position. You know who you are! Yes you!

 

[peng]

This is nothing, Skydance is run by an Oracle heir and since they're merging with Paramount and said heir mentioned in interviews that they plan to use some expertise from Oracle, its a conflict of interest.

Kiliar is one of the few realistic outside candidates for CEO (specifically if you wanted someone with experience running a film studio, the other one that would be fitting is Donna Langley and she's busy running Universal). It's the reason I think that D'Amaro has little chance at the CEO position, the parks are the main moneymaker, but Chapek also made the line go up and he ran into PR disaster after PR disaster.

 

[Sirwalterraleigh]

We’re below the chapek line

 

[Sirwalterraleigh]

Adios, Senorita!

Don’t let the door hit

 

[jpinkc]

Too bad there isnt a Disney Heir thats not a bit NUTS!!! Maybe someone with some actuall LOVE of the company and the parks could make a small difference or something. Its just very sad to me to see how its all falling down in front of our eyes. I know its been a slow motion decline but it just seems to me, like its now an avalanche of things and they cant even keep the basics up (at the parks). With the Movies..... thats just another Kettle of Fish.

 

[Lilofan]

Adios, Senorita!

Don’t let the door hit

Safra is Jewish so it is

Bye-Bye!

 

[DCBaker]

 

[pdude81]

 

[Brian]

Perlmutter's politics aside, this doesn't bode well for investor confidence.

 

[TrainsOfDisney]

I don’t know who Ike is but I agree - I don’t have any confidence in the current leadership.

The company can still be saved, but it will take someone with an actual love and understanding of the company and its history. Otherwise it will continue to decline.

 

[HauntedPirate]

Today's drop was apparently on the coattails of Universal's attendance woes for Q2. The expectation is Disney will report similar declines in Florida for Q2.

Make sure to take a healthy, yet safe, dose of Dramamine prior to Disney's quarterly meeting on the morning of August 7.

 

[Lilofan]

Perlmutter's politics aside, this doesn't bode well for investor confidence.

With majority of investors are in institutional shares, the fund managers can limit exposure of Disney in their holdings of a number of companies under investment.

 

[Lilofan]

View attachment 803106

Today's drop was apparently on the coattails of Universal's attendance woes for Q2. The expectation is Disney will report similar declines in Florida for Q2.

Make sure to take a healthy, yet safe, dose of Dramamine prior to Disney's quarterly meeting on the morning of August 7.

Iger with his showmanship will probably explain and showcase other company positives rinse and repeat to maintain his continued partnership with Wall Street.

 

[Stripes]

View attachment 803106

Today's drop was apparently on the coattails of Universal's attendance woes for Q2. The expectation is Disney will report similar declines in Florida for Q2.

Make sure to take a healthy, yet safe, dose of Dramamine prior to Disney's quarterly meeting on the morning of August 7.

I noted that Disney’s Q2 Experiences earnings were much, much better than Comcast’s Q1 theme park earnings. (Disney’s Q2 aligns with Comcast’s Q1.) In Comcast’s Q1 they reported theme park revenue growth of 1.5% (vs 10% for Disney‘s Experiences division) and operating income growth of -3.9% (vs 12% for Disney’s Experiences division). So, in the last quarter Comcast’s theme park operating income shrank by nearly 4% whereas Disney grew by 12%.

Disney provided guidance, that they reiterated in mid-May, that they expected Experiences to be roughly flat YoY in Q3. They also said they expected Q4 Experiences to improve significantly over Q3.

 

[Ayla]

Too bad there isnt a Disney Heir thats not a bit NUTS!!! Maybe someone with some actuall LOVE of the company and the parks could make a small difference or something. Its just very sad to me to see how its all falling down in front of our eyes. I know its been a slow motion decline but it just seems to me, like its now an avalanche of things and they cant even keep the basics up (at the parks). With the Movies..... thats just another Kettle of Fish.

I don't think you understand how corporations work.

 

[GhostHost1000]

View attachment 803106

Today's drop was apparently on the coattails of Universal's attendance woes for Q2. The expectation is Disney will report similar declines in Florida for Q2.

Make sure to take a healthy, yet safe, dose of Dramamine prior to Disney's quarterly meeting on the morning of August 7.

Attendance woes? No way. Parks are crowded. Also they raised prices to lower attendance. Maybe both. All a part of the plan. Everything is fine. Disney is so magical nothing they ever do is wrong.

Am I doing this right?