If AI can write scripts, replace actors with cgi models, and recognize talent both behind and in front of the camera, then sure, but until its unlikely.
Bob KNOWS he would be sooooo OUT if Nelson was on the board. in a heartbeat the board that Bob knows would turn on him. That’s the whole idea you need to get Bob out of there pronto maybe next year!!
I don't see what Iger is bringing that's new either. Pessimistic on Disney like they've been for the last 3 years. Iger will have to show results this year, not just make PR statements.
@@gloriajaimesa2811they can’t release an profitable movie, and Universal is about to eat their lunch, while Disney announces….a rethemed ride and price hikes
Kudos to David Faber. A polite, yet challenging set of questions. And, he is pushing back when Iger is being evasive. That is how interviews should be conducted.
agreed, he brought the company from the brink of irrelevance during the late 90s early 2000s, and has done it again this past year after the previous ceo mismanaged the company's structure and prioritize short terms goals like subscriber growth versus long term sustainable growth and investing in their parks/resorts
Agreed with all the above. Glad individuals had a (more than usual) significant voice in the shareholder meeting. Iger's done it in the past and can do it again. From this point on it's about legacy. If he can right the ship and find a proper successor, he'll have solidified his.
@JackSmith-fy8qw Quite the opposite, I'm sure shareholders enjoy long term growth over a quick buck. Yes the stock is lower now than in 2021, but you have to look at the combination of factors when looking at business. The previous CEO squandered the good will from the market and shareholders chasing subs on Disney Plus, which wasn't sustainable for healthy stock growth. Market responded to that. Comparing other companies in the same space, say Warner Bros or Paramount, we see similar trends in decreasing. Disney does seem to be recovering faster though with other companies still near their lows.
Well, there's no accounting for taste and there's no cure for stupidity. Iger is driving Disney into the ground. The company produces garbage shows that nobody (except you) likes. The Marvels lost money, as did the latest Indiana Jones movie. Nobody care about nor watches Ashoka. Disney's streaming service is losing money as well. All Iger is doing is rearranging the deck chairs on the Titanic.
Well, there's no accounting for taste and there's no cure for stupidity. Iger is driving Disney into the ground. The company produces garbage shows that nobody (except you) likes. The Marvels lost money, as did the latest Indiana Jones movie. Nobody care about nor watches Ashoka. Disney's streaming service is losing money as well. All Iger is doing is rearranging the deck chairs on the Titanic.
Well, there's no accounting for taste and there's no cure for stupidity. Iger is driving Disney into the ground. The company produces garbage shows that nobody (except you) likes. The Marvels lost money, as did the latest Indiana Jones movie. Nobody care about nor watches Ashoka. Disney's streaming service is losing money as well. All Iger is doing is rearranging the deck chairs on the Titanic.
@JackSmith-fy8qw Nah, they just like long term gains instead of short term ones. Wendy's underperforming S&P by 5% since Peltz joined, GE underperforming S&P by 14% since Peltz joined.
@JackSmith-fy8qw I agree with you that stock being cut in half isn't great. But we also got to look at the overall market when analyzing. When Disney was at it's height during the pandemic, that was a result of chasing Disney Plus subs which unfortunately the market responded to. Not very sustainable. This wasn't an isolated case though. Looking at other competitors in the same space, Warner Bros, and Paramount also reached highs during that time. Now those two stock's have also been cut in half and have since been unable to recover, even to the extent of Disney has. Iger's plan on film (at least I think that is what you're referring to), is to cut down on quantity and focus more on quality. That's why they have a smaller film slate this year. Under Bob Chapek, he emphasized as much content as possible in as little time as possible, probably as a result of the chasing Disney Plus subs. He also did a bunch of things to hinder the creatives of the company such as putting in a middle management layer lead by marketing to decide which films go where. But anyways, long story short Iger restored the proper order of things, giving Pixar, Marvel, etc back their respective powers. "Woke" has nothing to do with whether a film is good or not. The Marvel's was decidedly less "Woke" than Captain Marvel and did worse. Ant-Man and the Wasp Quantumania was less "woke" than Ant-Man and the Wasp and also did worse. I'm using broad generalities of what I understand "woke" to be, unless you can specifically define it for me. Because Disney has been woke since the 1930s. It's just bad writing due to the factors mentioned above that has lead to poor reception to their films. How else would you explain films that are decidedly "woke" (again in the broad strokes of the term), such as Barbie, Spider-verse, and Super Mario over performing at the box office? If anything it seems that "woke" films do better. The films Disney releases this year will definitely have more eyes on them especially their box office performance, quality of writing, and reception from audience. They certainly can't do worse than last year.
@JackSmith-fy8qw I agree that it isn't great, but we also shouldn't look at Disney in a Vacuum and consider the market. 3 years ago, Chapek was chasing Disney Plus Subs and the market was responding to it. That wasn't sustainable. Same thing also happened with Paramount and Warner Bros. Those stocks are now below half of what they were while Disney has recovered some. How are you defining "woke" in this context? Because if we just want money, that shouldn't matter at all. Disney was making billion dollar "woke" films in 2019, so why would they try to do anything different? We just want content that sells. When Chapek took over, he made a mandate (confirmed by X-Men 97 producer) that it was quantity over quality, pump them out to drive the subscriptions. He also enabled a middle management layer over all the studio heads to decide where each of their content would go. This took power away from the creatives - Pixar, Marvel, Star Wars, Animation. Iger has now removed that middle management layer, and restored the creatives their power. The smaller slate of films this year also emphasizes the reset and trying to get films right.
@JackSmith-fy8qw I agree, it isn't a great look. But we also can't look at it in a vacuum. At the time Chapek was chasing Disney Subs and the market was responding to it. That wasn't sustainable. The stock later fell down to earth. Looking at Disney's competitors, Paramount and Warner Bros also reached highs during the pandemic, and have now fallen to half of what they were. Disney has at least already recovered some. How are you defining "woke" because if you're in it for the money, that is irrelevant. We just want content that sells. They made 4 billion dollar "woke" films in 2019. Why would they go away from that formula? The issue is quality. Chapek emphasized quantity over quality (confirmed by X-Men 97 producer). Pump out as much content as possible to drive up subscriptions. He also created a middle management marketing layer to oversee the creatives (heads of Pixar, Marvel, Star Wars, Animation). This took away their power as they could no longer decide where each studios respective content went. Iger restored the order of things, and gave the creatives back their power. The smaller film slate this year is also indicative of the need for quality control.
The writing for this company is on the wall, and it spells AI
If AI can write scripts, replace actors with cgi models, and recognize talent both behind and in front of the camera, then sure, but until its unlikely.
What does that have to do with my home page correct prediction calling the rise from $79?
@@luismedrano6680if AI can do all of that, why do we need Disney? Anyone can then make their own custom movies
@@luismedrano6680 it can already do all those things poorly. It will do them all very well in 5 years time.
Huh?
Bob KNOWS he would be sooooo OUT if Nelson was on the board. in a heartbeat the board that Bob knows would turn on him. That’s the whole idea you need to get Bob out of there pronto maybe next year!!
You're completely delusional
He did not have new ideas = Not Down with Woke Idealogies Running Disney Into the Friggin Ground
I don't see what Iger is bringing that's new either. Pessimistic on Disney like they've been for the last 3 years.
Iger will have to show results this year, not just make PR statements.
about the massive opex cuts, the buybacks, the dividend and on their way to break even with Disney+
@@gloriajaimesa2811they can’t release an profitable movie, and Universal is about to eat their lunch, while Disney announces….a rethemed ride and price hikes
@@gloriajaimesa2811years into Disney plus and still praying for break even. Pathetic.
Yes.. They're making up their earnings
This guy does nothing but *LIE!*
Peltz brought no new ideas he listened to. Good return to shareholders in the last 2 years. Not sure where the arrogance comes from.
says the dude that's using Disney+ for defacto R&D for the Parks
Enjoy your future losses, Disney. You only have yourselves to blame.
I always love futures Disney’s and Disney’s PIXAR’s.❤
Kudos to David Faber. A polite, yet challenging set of questions. And, he is pushing back when Iger is being evasive.
That is how interviews should be conducted.
But he probably had Better ideas, a bent fork is original but useless like most of Disneys movies are woke crap.
This is the face of Evil...
#FIREBOBIGER 🔥
I am a Disney shareholder and I am fully behind Bob…..
agreed, he brought the company from the brink of irrelevance during the late 90s early 2000s, and has done it again this past year after the previous ceo mismanaged the company's structure and prioritize short terms goals like subscriber growth versus long term sustainable growth and investing in their parks/resorts
Agreed with all the above. Glad individuals had a (more than usual) significant voice in the shareholder meeting.
Iger's done it in the past and can do it again. From this point on it's about legacy. If he can right the ship and find a proper successor, he'll have solidified his.
@@luismedrano6680 LOL. Eisner was already turning around the parks before Iger
@JackSmith-fy8qw Quite the opposite, I'm sure shareholders enjoy long term growth over a quick buck. Yes the stock is lower now than in 2021, but you have to look at the combination of factors when looking at business. The previous CEO squandered the good will from the market and shareholders chasing subs on Disney Plus, which wasn't sustainable for healthy stock growth. Market responded to that. Comparing other companies in the same space, say Warner Bros or Paramount, we see similar trends in decreasing. Disney does seem to be recovering faster though with other companies still near their lows.
@JackSmith-fy8qw I bought them at $80. I am nearly 50% richer now. You obviously do not know how to invest
I want someone to make a movie about Bob Iger and he is played by Billy Porter with extra flame.
I would be interested to know which of Disney’s “new” ideas are “benefiting” them the most? 😂
I just love cnbc interviewer haha lol
I love futures Disney Junior, Disney Channel, Disney XD and Disney+.❤
Well, there's no accounting for taste and there's no cure for stupidity. Iger is driving Disney into the ground. The company produces garbage shows that nobody (except you) likes. The Marvels lost money, as did the latest Indiana Jones movie. Nobody care about nor watches Ashoka. Disney's streaming service is losing money as well. All Iger is doing is rearranging the deck chairs on the Titanic.
Let’s take a break
I always love Disney Junior, Disney Channel, Disney XD and Disney+.❤
Well, there's no accounting for taste and there's no cure for stupidity. Iger is driving Disney into the ground. The company produces garbage shows that nobody (except you) likes. The Marvels lost money, as did the latest Indiana Jones movie. Nobody care about nor watches Ashoka. Disney's streaming service is losing money as well. All Iger is doing is rearranging the deck chairs on the Titanic.
Congratulations you caught the Iger now ask it to lower prices
I love Disney Junior, Disney Channel, Disney XD and Disney+.❤
Well, there's no accounting for taste and there's no cure for stupidity. Iger is driving Disney into the ground. The company produces garbage shows that nobody (except you) likes. The Marvels lost money, as did the latest Indiana Jones movie. Nobody care about nor watches Ashoka. Disney's streaming service is losing money as well. All Iger is doing is rearranging the deck chairs on the Titanic.
I always love futures Disney Junior, Disney Channel, Disney XD and Disney+.❤
Screw this sob.
What does that have to do with my home page correct prediction calling the rise from $79?
Yay Igor won!!
@JackSmith-fy8qwThat’s the reality.
@JackSmith-fy8qw Nah, they just like long term gains instead of short term ones. Wendy's underperforming S&P by 5% since Peltz joined, GE underperforming S&P by 14% since Peltz joined.
@JackSmith-fy8qw I agree with you that stock being cut in half isn't great. But we also got to look at the overall market when analyzing. When Disney was at it's height during the pandemic, that was a result of chasing Disney Plus subs which unfortunately the market responded to. Not very sustainable. This wasn't an isolated case though. Looking at other competitors in the same space, Warner Bros, and Paramount also reached highs during that time. Now those two stock's have also been cut in half and have since been unable to recover, even to the extent of Disney has.
Iger's plan on film (at least I think that is what you're referring to), is to cut down on quantity and focus more on quality. That's why they have a smaller film slate this year. Under Bob Chapek, he emphasized as much content as possible in as little time as possible, probably as a result of the chasing Disney Plus subs. He also did a bunch of things to hinder the creatives of the company such as putting in a middle management layer lead by marketing to decide which films go where. But anyways, long story short Iger restored the proper order of things, giving Pixar, Marvel, etc back their respective powers.
"Woke" has nothing to do with whether a film is good or not. The Marvel's was decidedly less "Woke" than Captain Marvel and did worse. Ant-Man and the Wasp Quantumania was less "woke" than Ant-Man and the Wasp and also did worse. I'm using broad generalities of what I understand "woke" to be, unless you can specifically define it for me. Because Disney has been woke since the 1930s. It's just bad writing due to the factors mentioned above that has lead to poor reception to their films. How else would you explain films that are decidedly "woke" (again in the broad strokes of the term), such as Barbie, Spider-verse, and Super Mario over performing at the box office? If anything it seems that "woke" films do better.
The films Disney releases this year will definitely have more eyes on them especially their box office performance, quality of writing, and reception from audience. They certainly can't do worse than last year.
@JackSmith-fy8qw I agree that it isn't great, but we also shouldn't look at Disney in a Vacuum and consider the market. 3 years ago, Chapek was chasing Disney Plus Subs and the market was responding to it. That wasn't sustainable. Same thing also happened with Paramount and Warner Bros. Those stocks are now below half of what they were while Disney has recovered some.
How are you defining "woke" in this context? Because if we just want money, that shouldn't matter at all. Disney was making billion dollar "woke" films in 2019, so why would they try to do anything different? We just want content that sells. When Chapek took over, he made a mandate (confirmed by X-Men 97 producer) that it was quantity over quality, pump them out to drive the subscriptions. He also enabled a middle management layer over all the studio heads to decide where each of their content would go. This took power away from the creatives - Pixar, Marvel, Star Wars, Animation. Iger has now removed that middle management layer, and restored the creatives their power. The smaller slate of films this year also emphasizes the reset and trying to get films right.
@JackSmith-fy8qw I agree, it isn't a great look. But we also can't look at it in a vacuum. At the time Chapek was chasing Disney Subs and the market was responding to it. That wasn't sustainable. The stock later fell down to earth. Looking at Disney's competitors, Paramount and Warner Bros also reached highs during the pandemic, and have now fallen to half of what they were. Disney has at least already recovered some.
How are you defining "woke" because if you're in it for the money, that is irrelevant. We just want content that sells. They made 4 billion dollar "woke" films in 2019. Why would they go away from that formula? The issue is quality. Chapek emphasized quantity over quality (confirmed by X-Men 97 producer). Pump out as much content as possible to drive up subscriptions. He also created a middle management marketing layer to oversee the creatives (heads of Pixar, Marvel, Star Wars, Animation). This took away their power as they could no longer decide where each studios respective content went. Iger restored the order of things, and gave the creatives back their power. The smaller film slate this year is also indicative of the need for quality control.
Another year of movie disasters 😂. Gis woke agenda has failed