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Disney’s ‘Everything on the Table’ Era Begins 

Photo: RB/Bauer-Griffin/GC Images

It’s been a big couple of days for the Walt Disney Co. and its new/old C.E.O. Bob Iger, beginning a “significant transformation” of Hollywood’s largest entertainment company and fending off an insurgency from investor Nelson Peltz and his silent cohort, disgruntled Marvel chair Ike Perlmutter. So I asked my Puck partner Bill Cohan, a financial journalist and former investment banker, to join me to break it all down. Our back-and-forth on everything from the possible sale of Hulu to why Ike is so bitter in the first place, is below…

Matt: I’ve rarely been accused of drinking the Disney Kool-Aid (or is it Dole Whip?), but the much-anticipated earnings reveal yesterday seemed to hit all the right notes that Iger needed to hit.