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

[Casper Gutman]

The early MCU was driven by Jon Favreau, let's be absolutely clear about that.

"Feige bad" overstates the case but "Feige good" is silly too. They've been on a straight slide downward since Endgame.

You are absolutely incorrect. The MCU was an overwhelmingly producer-driven phenomenon. Feige designed an engine that produced dozens of high-quality hits, even if it sometimes came at the expense of individual auteurist visions. In fact, Favreau was frustrated by how little control he had over Iron Man 2 - one of only 2 films he directed, of course. No producer in history has achieved what Feige did - whatever happens from here on out, he’s in the pantheon with Thalberg.

 

[flynnibus]

I'd say most of the MCU doesn't really match up with the tone and edginess of Iron Man... just like Curse of the Black Pearl really differs significantly from the later Pirates films. But of course both were trend setters.

 

[Disney Analyst]

I know many don’t love the current Disney company, from a corporate perspective, but I’d warn that breaking the company up is probably the worst thing that could happen.

Who knows if the parks would all be sold to one entity, or further split up. Who knows if whoever ending up owning the rights to Disney IP would even license it out to the parks?

You could have Disneyland owned by a company who cares about the legacy, and then WDW owned by Walmart…

 

[CaptainAmerica]

I know many don’t love the current Disney company, from a corporate perspective, but I’d warn that breaking the company up is probably the worst thing that could happen.

Who knows if the parks would all be sold to one entity, or further split up. Who knows if whoever ending up owning the rights to Disney IP would even license it out to the parks?

You could have Disneyland owned by a company who cares about the legacy, and then WDW owned by Walmart…

That's not on the table in the slightest.

Non-core assets could be sold but at the end of all of this, you're not going to end up with WDAS and Epcot owned by different corporations, for example.

 

[ToTBellHop]

I know many don’t love the current Disney company, from a corporate perspective, but I’d warn that breaking the company up is probably the worst thing that could happen.

Who knows if the parks would all be sold to one entity, or further split up. Who knows if whoever ending up owning the rights to Disney IP would even license it out to the parks?

You could have Disneyland owned by a company who cares about the legacy, and then WDW owned by Walmart…

They’ve never suggested selling off the parks. They are extremely profitable.

 

[Disney Analyst]

They’ve never suggested selling off the parks. They are extremely profitable.

I am speaking towards the discussion of what Peltz could attempt, based on the discussion the last few pages. His MO is to break up and sell off companies.

 

[flynnibus]

I am speaking towards the discussion of what Peltz could attempt, based on the discussion the last few pages. His MO is to break up and sell off companies.

It's not the parks people are suggesting he'd likely lob off.. so I think you're going for a strawman here.

 

[Disstevefan1]

It's not the parks people are suggesting he'd likely lob off.. so I think you're going for a strawman here.

Hypothetically speaking, what do you think Peltz will do after he gets a seat or two?

 

[ToTBellHop]

I am speaking towards the discussion of what Peltz could attempt, based on the discussion the last few pages. His MO is to break up and sell off companies.

Sure but a single board member can’t force that.

 

[Disney Analyst]

It's not the parks people are suggesting he'd likely lob off.. so I think you're going for a strawman here.

My only point is to the people who think Peltz could somehow save Disney:

Be careful what you wish for.

I created a scenario to drive that point home. Selling Disney off piece by piece could mean anything.

 

[_caleb]

It’s always easy to try to identify a single scapegoat when things go wrong, but it’s rarely that simple. Folks around here often try to put TWDC players into either hero or villain categories, but most of them are actually a bit of both.

 

[Serpico Jones]

Hypothetically speaking, what do you think Peltz will do after he gets a seat or two?

Ask for Iger’s resignation.

 

[Disstevefan1]

Ask for Iger’s resignation.

That's reasonable. If that happens and lets say he has two seats. I presume he has two votes on the replacement?
I have no idea how it works. For a replacement, does the vote have to be unanimous?

 

[TheDisneyParksfanC8]

They’ve never suggested selling off the parks. They are extremely profitable.

If Apple buys Disney, that could do wonders for the parks. Apple could implement their tech expertise into ride vehicles, AR, interactive rides, and even character interactions. Plus I any addition to the parks would be a drop in the bucket for Apple. Maybe Apple could put their thumb on the scales and get Disney to speed up construction speeds.

 

[ToTBellHop]

If Apple buys Disney, that could do wonders for the parks. Apple could implement their tech expertise into ride vehicles, AR, interactive rides, and even character interactions. Plus I any addition to the parks would be a drop in the bucket for Apple. Maybe Apple could put their thumb on the scales and get Disney to speed up construction speeds.

Bet they could improve the biometric scanners used to enter the parks!

 

[MisterPenguin]

Hypothetically speaking, what do you think Peltz will do after he gets a seat or two?

Be constantly outvoted by the rest of the BoD, and thus, take on the role of gadfly running to the press about how awful the BoD is further depressing the stock price, which is the only thing he cares about, but... he's stupid.

 

[CaptainAmerica]

I created a scenario to drive that point home. Selling Disney off piece by piece could mean anything.

Lol no it couldn't. "Sell off pieces of Disney" means, at most, ABC, ESPN, the cable nets, and some international operations.

 

[CaptainAmerica]

If Apple buys Disney, that could do wonders for the parks. Apple could implement their tech expertise into ride vehicles, AR, interactive rides, and even character interactions. Plus I any addition to the parks would be a drop in the bucket for Apple. Maybe Apple could put their thumb on the scales and get Disney to speed up construction speeds.

Sigh.

No.

Apple is a consumer hardware company. They have zero interest or expertise in running theme parks.

 

[Disstevefan1]

Be constantly outvoted by the rest of the BoD, and thus, take on the role of gadfly running to the press about how awful the BoD is further depressing the stock price, which is the only thing he cares about, but... he's stupid.

I guess you are right. with only one or two seats. TWDC will be run in the same manner as it is today which some say is just fine.

 

[MisterPenguin]

I guess you are right. with only one or two seats. TWDC will be run in the same manner as it is today which some say is just fine.

Last year Peltz was looking for only one or two seats.

He *could*, if he wanted, present to the shareholders a completely new slate of BoD, one likely to vote him or his son as chair and rubberstamp their decisions.