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

[TalkingHead]

Another data point on the D+ stuff- this seems like a need to juice the subscriber numbers over the next few months.

It’s a little odd the D+ division is giving away this content for free they’re paying the other side of the house roughly $200M over the next week (TLM and Elemental streaming rights payoff) but things must be desperate.

Disney+ Slashes Price for a Few Weeks In Promo Effort to Boost Ad-Supported Subscribers

Disney will offer Disney+ for $1.99 per month as it prepares to debut 'Elemental' on Sept. 13 and the live-action 'Little Mermaid' on its streaming service.

www.hollywoodreporter.com

Sacrificing 100 years of Hollywood business strategy in order to force streaming numbers. Maybe they should call D+ Iger’s folly.

 

[Tha Realest]

Sacrificing 100 years of Hollywood business strategy in order to force streaming numbers. Maybe they should call D+ Iger’s folly.

I’m sympathetic to the situation they’re in. This presumes status quo is sustainable. It isn’t. And, seeing how Netflix leapfrogged them, I get the need to internalize those operations more fully and be done with the pesky revenue sharing and marketing issues with theaters.

That said, I do think there were great missteps. Their films over time have been hit and miss and their stewardship of some of these big acquisitions very suspect.

On a larger point, the notion that they could somehow scale up quality, watchable, desirable content is laughable to anyone that’s watched shows on The Disney Channel or Freeform over the last few decades.

 

[TalkingHead]

I get the need to internalize those operations more fully and be done with the pesky revenue sharing and marketing issues with theaters

Yeah, that pesky movie business, the cornerstone of the company’s brand since Day 1.

 

[CaptainAmerica]

Another data point on the D+ stuff- this seems like a need to juice the subscriber numbers over the next few months.

I don't think it's about juicing subs anymore. This is about creating sticky subs. "The first taste is free, the next one is going to cost you."

 

[kingdead]

That was the most California story I've ever read, Chapek was the wrong man for the job the moment his mother and father conceived him in the Midwest. When Iger was calling up all the senators and presidents behind Chapel's back... good lord. I wonder if CHAPEK ever thought he was going to keep the job.

Anyway, so when's actual Bob selling to Apple? Tim Cook, Bob Iger, two Cali kings making it happen

 

[JD80]

I don't think it's about juicing subs anymore. This is about creating sticky subs. "The first taste is free, the next one is going to cost you."

Subscription services forever have done discount sub rates to get people in the door. This isn't anything new.

 

[Sirwalterraleigh]

That article’s quite telling in terms of how many people were willing to share details that portray Iger in an unflattering light.

Business is like nature

When you’re “wounded”…that’s when the wolves that had you quietly circled move in for dinner

 

[kingdead]

Business is like nature

When you’re “wounded”…that’s when the wolves that had you quietly circled move in for dinner

That and he's positioning himself to be the last CEO... in which case tongues will fly because it's not like you're missing out on the golden ticket by talking

 

[CaptainAmerica]

Subscription services forever have done discount sub rates to get people in the door. This isn't anything new.

The point is, the old model was "get them in the door to get your sub number up." The new model is "get them in the door so that eventually they'll convert to full-paying subs."

It's about dollars, not users.

 

[Sirwalterraleigh]

That and he's positioning himself to be the last CEO... in which case tongues will fly because it's not like you're missing out on the golden ticket by talking

And every fan that blindly supported him, threw money and ignored the warning signs will cry worse than if their puppy died

 

[JD80]

The point is, the old model was "get them in the door to get your sub number up." The new model is "get them in the door so that eventually they'll convert to full-paying subs."

It's about dollars, not users.

Yep. Sorry if I wasn't clear, but I was backing up your position.

 

[kingdead]

And every fan that blindly supported him, threw money and ignored the warning signs will cry worse than if their puppy died

There's gonna be some heavy parasocial tears... followed by a stampede to get those tie in Disney-Apple phones so you don't get put in the peasant tiers in the parks

 

[mightynine]

There's gonna be some heavy parasocial tears... followed by a stampede to get those tie in Disney-Apple phones so you don't get put in the peasant tiers in the parks

I liked the Mickey Mouse face on my Apple Watch, I'll admit to it!

 

[flynnibus]

For those that keep clamoring D+ is going to reach profitability by 2024, here’s a few buckets of cold water on that proposition (presumably by someone in the know, perhaps Chapek or Daniel):

View attachment 741172

The text is talking about their subscriber target - not their profitability target.

 

[DCBaker]

Comcast CEO Brian Roberts with some news on Disney buying Comcast's Hulu stake - the deadline has moved from January 2024 to September 30, 2023.

 

[mightynine]

Disney's wildest ride: Iger, Chapek and the making of an epic succession mess

Here's the inside story of the executive chaos at Disney over the past few years — and how it could shape the fate of the iconic entertainment company.

www.cnbc.com

Heck yeah, I'm here for some good ol' Disney dishin'.

 

[Lilofan]

Disney's wildest ride: Iger, Chapek and the making of an epic succession mess

Here's the inside story of the executive chaos at Disney over the past few years — and how it could shape the fate of the iconic entertainment company.

www.cnbc.com

Doesn't make sense. Iger does wake up early then works out 45 min on his home gym Versa climber ( not for the faint of heart ) then the article says he then showers in his office ? After 45 min of any cardio you would be drenched in sweat.

 

[Nevermore525]

Comcast CEO Brian Roberts with some news on Disney buying Comcast's Hulu stake - the deadline has moved from January 2024 to September 30, 2023.

Just trying to pile as much debt, depreciation, and cuts into FY23 as possible.

 

[JoeCamel]

Comcast CEO Brian Roberts with some news on Disney buying Comcast's Hulu stake - the deadline has moved from January 2024 to September 30, 2023.

So $DIS is looking to spend out the end of the quarter to start next year with better numbers......

 

[JD80]

This is the fiscal year of crap. Next two years should be interesting.