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Bob Iger

The playbook for how to effectively challenge Lina Khan’s regulatory efforts is now out in the open.

Iger’s M&A Wiggle Room

Lina Khan, Biden’s wunderkind antitrust impresario, was long considered an M&A spoilsport. But Microsoft’s successful workaround in its attempted acquisition of Activision may pave a path for Iger to sell off ABC, ESPN, and much more.
Eriq Gardner • July 17, 2023
William D. Cohan • July 16, 2023
Iger, Ego & Superego
Notes on the extension heard round the world, the comp question, the deal hypotheses, and whether Iger at Disney is the living exception to the de Gaulle postulation.
Dylan Byers • July 14, 2023
Iger’s Fire Sale Stream of Consciousness
No one anticipated that Bob Iger was going to go on national television and effectively hang a “For Sale” sign on ABC’s door.
Scenes from Sun Valley as Disney wades further into its “everything’s on the table” era.
Bob Iger, always a master of his own image, has seemed to misplay the moment—even if he’s right about the dire situation that Disney and the other AMPTP companies face.
Matthew Belloni & Jonathan Handel • July 14, 2023
The Nanny Steps All Over Bob Iger
An insider look at the deal points, red lines, and potential paths forward as SAG-AFTRA president Fran Drescher and the actors join Hollywood’s writers on the picket line and at the negotiating table.
Dylan Byers • July 12, 2023
Notes from Sun Valley
Andreessen’s weird screed, the Iger news ricochet, and all the intrigue and high school cliques.
ESPN president Jimmy Pitaro.
Dylan Byers • July 5, 2023
Panic Inside Bristol
Yes, everyone knows that ESPN has been quietly downsizing for years, but the recent talent purge highlights the growing anxiety around the business’s transformation. And yet many in the industry fear the worst is yet to come.
A CNN sale could be a bonanza for Zaz and for WBD, his publicly traded leveraged buyout, which has some $45 billion of net debt.
Dylan Byers & William D. Cohan • June 23, 2023
Is Zaz Ready to Enter CNN Deal Mode?
As the Allen & Co. conference beckons, and CNN remains leaderless, bankers and executives are wondering if Zaz is ready to seriously consider selling the network in order to service WBD’s debt and excite the equity market (and probably avoid a headache or two). And, if not now, when?
Matthew Belloni & William D. Cohan • June 23, 2023
The Iger Sophomore Slump
Succession planning, ESPN, Hulu, the Walden question, and a CFO search: Iger’s second act isn’t what he planned, so what’s the way out? Two Disney-watchers debate.
Matthew Belloni • June 16, 2023
The Troubling Pixar Paradox
Recent misses and low expectations for ‘Elemental’ beg the question: Has Pixar lost its magic touch? Perhaps the answer is that original animation is now a smaller business—one that can’t necessarily support the unique culture and $200 million budgets that made Pixar great in the first place.
All indications are that Bob Iger has decided to own the third of Hulu he doesn’t own and he has already started talking about combining Hulu with Disney+.
William D. Cohan • May 28, 2023
The Iger-Roberts Chess Match & Icahn’s Duel
News and notes from the Maidstone crowd and Burning Tree delegation.