Tag: Disney
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Will Proxy Fight Against Disney’s Board Succeed?
At tomorrow’s Disney shareholder meeting we will learn which course the company will take in the future. (The meeting takes place Wednesday, April 2, 2024.) Tomorrow we will know: Will Nelson Peltz’ proxy fight against CEO Bob Iger (pictured above) and the incumbent board of directors succeed? Peltz and his supporters demand seats on the…
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Disney Loses Fight With Florida, But Can Now Focus On Fixing Itself
Though @Disney lost this fight, it rids CEO @RobertIger of one major distraction in his quest to right Disney’s ship. It will also accelerate short-term park expansions now that the company can operate on solid ground. This is important because the park business is a major cash cow for Disney while its other businesses, TV…
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TL;DR: Disney Earnings 4Q22 – New AVOD Subs Can’t Make Up SVOD Loss
Bob Iger’s first earnings call as its new and old CEO. Not much new on advertising, except that Disney+ subscriber numbers went down by 1.5% after The Walt Disney Company increased subscription prices – even the introduction of a cheaper, ad-funded offer couldn’t make up for the loss. (We saw how the ad-supported Netflix offer…