---

Julia Alexander • May 14, 2024

The Disney+/Max Cable Fallacy

The new Bob Iger/David Zaslav streaming partnership has been compared, over and over again, to the halcyon days of the cable bundle. But those facile juxtapositions merely explain how little we really understand about the changes impacting the entertainment industry.

Scott Mendelson • May 14, 2024

Disney’s Play for Fox Redemption

‘Kingdom of the Planet of the Apes’ isn’t merely a promising summer would-be blockbuster. It’s a rare chance for Bob Iger to extract movie value from his $71 billion deal for most of 21st Century Fox.

Julia Alexander • April 2, 2024

The Story of Disney+

At the core of the current Disney proxy war is a battle to control the company’s streaming business. Herewith, a level-headed evaluation of the mistakes made, the lessons in success, and the most profitable path forward.

Matthew Belloni • April 2, 2024

The Iger Legacy’s Last Stand

The Peltz-Ike-Rasulo proxy battle may seem like the ultimate indignity for Bob Iger, but it’s also the direct result of the few (but glaring) mistakes amid his own tenures atop Disney: “If Peltz finds his way to the Disney board, that will be Iger’s biggest failure as C.E.O.”

John Ourand • March 18, 2024

The Season of Pitaro Magical Thinking

News and notes on the topics percolating around arena corporate suites as March Madness beckons: the groundswell of support, no matter how fantastical, for Pitaro as the Iger succession process begins, and Pete Distad steps into Spulu.

Matthew Belloni • March 17, 2024

Iger’s Four Horsemen of the Succession Apocalypse

Now that Disney, under the watchful eye of Nelson Peltz, appears to have settled on a quartet of internal (yet by no means ideal) candidates, can it manage a complex process that allows for one winner without creating three sore losers?

William D. Cohan • March 10, 2024

Iger’s Crocodile Tears

A candid assessment of Nelson Peltz’s 133-page dissertation on Disney—the latest salvo in his failing proxy battle.