"Bob Iger Is SCARED" Q&A
Added 2024-03-25 13:35:35 +0000 UTCAfter watching the video for March 25th at 10:30 AM ET, drop a comment down below and let me know if you have any questions or thoughts regarding the topic. I'll weigh in over the next 24 hours.
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Comments
Ok, thanks!
Flying Blind on a Rocket Cycle
2024-03-26 13:53:31 +0000 UTCTrue, but maybe with the threat that he will quit is what he’s trying to use as leverage not that he actually will.
Jana Parma
2024-03-26 04:26:26 +0000 UTCAh, that makes sense! Disney can make as many excuses as they want, but the numbers will always be telling as to what the world actually wants. Thank you!
M
2024-03-26 03:52:38 +0000 UTCMakes sense. Thanks for your response.
Eric Stone
2024-03-26 03:42:46 +0000 UTCCan I send you a screenplay in an email?
Chad Arndt
2024-03-26 03:30:46 +0000 UTCHappy to have you aboard!
WDW Pro
2024-03-26 03:27:38 +0000 UTCThanks, Rich. California seems to be in an economic downturn when you look at population changes. There are no greater indicators of economic wellbeing than population changes, life expectancy changes and crime levels. On all of those California is in decline. However, of particular damage would be the entertainment industry in California as a result of two strikes and a potential third on the way. Trades are now calling it a financial depression there... and the trades operate as the de facto narrative mouthpieces of the industry. They're in trouble.
WDW Pro
2024-03-26 03:27:24 +0000 UTCSome have suggested that Iger would quit. I'm not so sure. His compensation package if he completes his contract is insane and he stays on for many years as a highly-paid consultant with almost no actual work required. All of that goes down the drain if he leaves over Peltz.
WDW Pro
2024-03-26 03:25:31 +0000 UTCThey likely do not want Peltz to be able to bring in his research teams from Trian to run quantitative assessments of business decisions. This can sway other board members when Peltz is able to attach likely financial outcomes that fail to match Iger's narratives. There are also issues of Peltz being able to see behind the curtain, as well as the chance that he would impact succession plans.
WDW Pro
2024-03-26 03:24:31 +0000 UTCGreat question. Peltz would have almost no impact on individual movies or scripts. Where Peltz would have impact would be in having his vast Trian research and marketing teams look at DEI impacts on box office returns and use that to pressure the rest of the board (and the C-Suite) via research analysis comps and the threat of fiduciary responsibility complaints.
WDW Pro
2024-03-26 03:22:46 +0000 UTCI think Mike was reacting strongly due to the just-breaking news that George Lucas had endorsed. At that time, it wasn't publicly known yet that ISS was going to endorse Peltz. Now we can easily speculate that Disney was attempting to blunt the ISS endorsement with Lucas and Jobs. And that's about as scared as you're going to see Disney acting. However -- if Peltz sticks around for another year, I really don't see any way that Iger can block him any longer. Peltz would be able to throw a wrench in a political / partisan successor... and that is what Iger fears the most.
WDW Pro
2024-03-26 03:21:01 +0000 UTCVery insightful video, as always! If Peltz wins a board seat this year or next, what type of influence would he have on Disney movies? More specifically, would he have enough power to request/demand changes to details in individual movies, or just enough describe on a large scale what types of movies Disney can and can't make? For example, that could be the difference between sneaking some agenda material into an otherwise decent movie vs. something like The Marvels getting made at all. Maybe we can have a good Disney movie in a few years...?
M
2024-03-25 23:30:50 +0000 UTCRegarding the notion of Iger being scared. Is that pure speculation on your part or are you hearing that as a possibility from some of your sources? The reason I ask is that Mexican Ironman shot down that idea when you brought it up to him in another video. I don't remember exactly what he said in response but his thinking seemed to be that Iger was petty and he was out for revenge against his enemies. As an outsider, both scenarios are equally plausible to me. However, if Iger actually is scared, it does indicate that the board seats could be in jeopardy. Thanks, Pro!
Eric Stone
2024-03-25 19:50:07 +0000 UTCFigured I’d try the search, and here you are!
Chad Arndt
2024-03-25 17:17:35 +0000 UTCIt may be that they would be active board members and get involved with things - Iger and co. may be very worried about what they could learn and bring to light.
Flying Blind on a Rocket Cycle
2024-03-25 16:22:30 +0000 UTCI liked the quote about Peltz shouldn't be let near a creative driven company. If Disney actually was one, rather than an agenda driven one, he might not feel the need to be involved. One question: is the depression in Hollywood just affecting the industry or is it a regional economic one? One suggestion: Perhaps you all could smuggle MIM into the shareholder meeting as ALF? He loves him, right? Or if all else fails, send Wilton.
Flying Blind on a Rocket Cycle
2024-03-25 16:21:10 +0000 UTCWith all the advertisements, recommendations, and accolades of Iger’s track record, it sounds to me like Bob Iger will quit if Peltz is allowed on the board. “Bob Iger is wonderful and it would be a shame to lose him if Trian and ACTIVIST INVESTOR Peltz were allowed to win.”
Jana Parma
2024-03-25 16:02:29 +0000 UTCGreat video as always! I always enjoy the panels you put together. 1-2 board members will not change the entire company, so why exactly do you think Iger and friends are fighting so hard as if their very future depends on it? Why are they treating 1-2 non-Iger approved voices on the board as such an existential threat?
Reier Gotter
2024-03-25 15:30:27 +0000 UTCThey are running scared for sure Beta Bob is having a serious meltdown, may need third shower
Bebop
2024-03-25 14:42:24 +0000 UTC
