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Iger Deal Psychology

Looking at each of Iger’s recent strategic decisions, you’ve got to wonder if he may be running out of good ideas to solve Disney’s myriad of problems.
Looking at each of Iger’s recent strategic decisions, you’ve got to wonder if he may be running out of good ideas to solve Disney’s myriad of problems. Photo: Valerie Macon/Getty Images
William D. Cohan
August 13, 2023

Of course, Bob Iger faces a very tough slate of strategic conundrums, ranging from Disney’s stagnant and unprofitable streaming business to its profitable but declining television business, a flailing movie production business and a succession challenge—which Disney is trying to put on the back-burner by extending Iger’s contract by two years but is still of primo importance. And then there is the Disney stock price, which is down 7 percent since the day Iger returned. In last week’s earnings call, Iger tried to address some of his company’s stickiest wickets.