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

el_super

el_super

Well-Known Member
IIT: People who keep suggesting that Disney+ is a worthless boondoggle and Iger was dumb for spending money on it, now suggesting that Hulu is worth eleventy bajillion dollars and Iger is dumb for spending money on it.

Can't have it both ways.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
el_super said:
IIT: People who keep suggesting that Disney+ is a worthless boondoggle and Iger was dumb for spending money on it, now suggesting that Hulu is worth eleventy bajillion dollars and Iger is dumb for spending money on it.

Can't have it both ways.
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I pick option C:

Steaming is not a worthless boondoggle…nor will it ever be a profit generating juggernaut

It’s “value” is on brand/product recognition…kinda a “loss leader”…to promote other business segments

Disney has indicated it will fill the void of 20 years of declining broadcast revenues…which it’s not designed to do
 
Dranth

Dranth

Well-Known Member
Sirwalterraleigh said:
Because it’s not contractual…it’s non-binding

Comcast: $22 bil
Disney: $5 bil
Comcast: okay…we’ll take $13.5…you “win”
Disney: but…but…I can’t do that! My sweater is choking off the oxygen to my 73 year old brain!!

Ahhhhhhhhhhhh! 😱
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How is it not contractual? They already signed a binding agreement that determines how much Disney has to pay. Why are you discounting that? We already know the details of the contract and how the pricing will be determined.

So, unless you are saying multiple large third party financial institutions are going to purposely inflate/deflate the value then nothing Universal or Disney says is going to matter in the actual pricing.
 
CaptainAmerica

CaptainAmerica

Premium Member
Dranth said:
How is it not contractual? They already signed a binding agreement that determines how much Disney has to pay. Why are you discounting that? We already know the details of the contract and how the pricing will be determined.

So, unless you are saying multiple large third party financial institutions are going to purposely inflate/deflate the value then nothing Universal or Disney says is going to matter in the actual pricing.
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There was always the possibility that they negotiated something novel that involved different structures or asset exchanges, but yeah. As long as they've decided to do "Disney buys from Comcast for cash," there's not much of a negotiation to be done on price. A third party will determine the fair value, subject to the previously agreed upon floor.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Dranth said:
How is it not contractual? They already signed a binding agreement that determines how much Disney has to pay. Why are you discounting that? We already know the details of the contract and how the pricing will be determined.

So, unless you are saying multiple large third party financial institutions are going to purposely inflate/deflate the value then nothing Universal or Disney says is going to matter in the actual pricing.
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The “third parties”…work for the “first Parties”…
And I wish I had a nickel for everytime
A “binding contract” was cancelled in the span of an hour on an afternoon…

The problem with contracts is to enforce them, you have to be willing to sue and rack up a fortune in time and bills to do that. 99% of the time no one bothers.

How about this: let’s see where the number falls and do a post Mortem?

I think the number will absolutely not $8.61…more like $10-12…but I’m not in the room where the sausage is gonna be made.

Fair?
 
Indy_UK

Indy_UK

Well-Known Member
You would think that Disney and Comcast would want to cut every tie they have together, so I would love Disney to get the theme rights back but in all honesty, Simpsons I can imagine Universal would be fine to loose eventually and Marvel one aren't a priority for Iger at all by this point.
 
pdude81

pdude81

Well-Known Member
Let us not forget that in 2019 when they picked up Fox's share of Hulu, it was worth something like 16 billion. That's 4 years ago. To suggest now it's worth 45 billion after Fox pulled their content off the platform is not clear to me. And the 45 I'm using is just the middle ground between the spitball figures I'm seeing in articles.
 
Dranth

Dranth

Well-Known Member
Sirwalterraleigh said:
The “third parties”…work for the “first Parties”…
And I wish I had a nickel for everytime
A “binding contract” was cancelled in the span of an hour on an afternoon…
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The third parties are hired to do a one-time job and are not beholden to who hires them. Not only that, but it's a job they need to do accurately to not put off future clients but even if one side doesn't operate in good faith the signed agreement (that is over four years old now) has a mechanism in place to address that.

Sirwalterraleigh said:
The problem with contracts is to enforce them, you have to be willing to sue and rack up a fortune in time and bills to do that. 99% of the time no one bothers.
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When dealing with two companies this size, I don't think we have to worry about if they are willing to sue or not if they legit think they are getting ripped off.

Sirwalterraleigh said:
How about this: let’s see where the number falls and do a post Mortem?

I think the number will absolutely not $8.61…more like $10-12…but I’m not in the room where the sausage is gonna be made.

Fair?
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Fair. As for where the number comes in, Universals CEO was out there not even a few months ago claiming it was currently worth 30 billion. 1/3 of that minus the outstanding payments puts us somewhere in the 9 billion range so that is what I expect. Low or high 9 will depend on how those evaluations turn out. What we know for sure is that it can't go below the 8.61.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Dranth said:
Fair. As for where the number comes in, Universals CEO was out there not even a few months ago claiming it was currently worth 30 billion. 1/3 of that minus the outstanding payments puts us somewhere in the 9 billion range so that is what I expect. Low or high 9 will depend on how those evaluations turn out. What we know for sure is that it can't go below the 8.61.
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I think we can agree there’s a
Game going on here
 
M

MR.Dis

Well-Known Member
pdude81 said:
Let us not forget that in 2019 when they picked up Fox's share of Hulu, it was worth something like 16 billion. That's 4 years ago. To suggest now it's worth 45 billion after Fox pulled their content off the platform is not clear to me. And the 45 I'm using is just the middle ground between the spitball figures I'm seeing in articles.
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You got to love Brian Roberts, he is working overtime to win the PR battle to try and convince everyone That HULU magically more that doubled its value. There is even one interview out there where he was using some logic that based on subscription increases that the actual value is 60 billion. The thing is the value is supposed to be based as a stand alone business entity. So Hulu was marginally profitable in 2019 and today is still only marginally profitable. I am doing this from memory but I believe just before Igor stepped down for Chapek he was tweeking Roberts by basically saying if Roberts liked Hulu so much he would sell it to Comcast for the 27.9 Bill--to which Brian quickly changed the subject.
 
Indy_UK

Indy_UK

Well-Known Member
We don’t have Hulu here so can’t comment but won’t the value be based on Univeral content being in the platform? Take that and you loose value to the consumer?
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
MR.Dis said:
You got to love Brian Roberts, he is working overtime to win the PR battle to try and convince everyone That HULU magically more that doubled its value. There is even one interview out there where he was using some logic that based on subscription increases that the actual value is 60 billion. The thing is the value is supposed to be based as a stand alone business entity. So Hulu was marginally profitable in 2019 and today is still only marginally profitable. I am doing this from memory but I believe just before Igor stepped down for Chapek he was tweeking Roberts by basically saying if Roberts liked Hulu so much he would sell it to Comcast for the 27.9 Bill--to which Brian quickly changed the subject.
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Bob took the hot poker…dry…on that one

He bled


If it’s a battle of wits…I don’t think it’s that fair of a fight between Roberts and big shot Bobby
 
Robbiem

Robbiem

Well-Known Member
lazyboy97o said:
They have already pulled a lot of their content from the platform.
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Isn’t that a bit of an odd thing to do? If you wanted top dollar wouldn’t you leave your content in place to up the price then pull it down the line? Or is it something to do with putting stuff onto Peacock?
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
The Moles Family said:
You would think that Disney and Comcast would want to cut every tie they have together, so I would love Disney to get the theme rights back but in all honesty, Simpsons I can imagine Universal would be fine to loose eventually and Marvel one aren't a priority for Iger at all by this point.
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They need each other…to be fair…

The Game Is to steal as much of each others pie as possible without “messy entanglements”
 

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