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Bob Iger

President of ABC News, Kim Godwin

Do You Believe in Godwin?

Kim Godwin’s latest round of layoffs has re-ignited a furor of religious intensity inside ABC News.
Dylan Byers • March 31, 2023
Dylan Byers • March 24, 2023
TikTok Schadenfreude, Iger’s Cuts & D.C. Media Games
TikTok C.E.O. Shou Chew—prepped by SKDK—withstood a drubbing from lawmakers on Thursday.
News and notes on the inside story in the media industry: what Silicon Valley billionaires want Washington regulators to do with TikTok in D.C., how Iger’s cuts are playing in Bristol and Manhattan, and updates from the Washington media carousel.
Matthew Belloni • March 24, 2023
Streaming’s Long, Slow Journey to Television
Filmmaker Adam McCay has been pitching a star-studded political dramedy, but challenging streaming economics have made it difficult to find a home.
New Disney+ and Netflix numbers point to a split between existing and new subscribers, and a familiar, potentially stable future for streaming.
After Disney C.E.O. Bob Iger took the gloves off and announced that all options are on the table regarding Hulu, conversations around the streamer’s future have been fairly myopic.
Julia Alexander • March 15, 2023
Hulu M&A Hunger Games
The conversation surrounding Hulu has become oversimplified and binary, suggesting that either Disney buys Comcast’s third of the company, or Comcast buy’s Disney’s two-third’s stake. But that’s unreflective of the complex industrial phase that streaming has entered.
Goldman C.E.O. David Solomon responded to pointed questions about the firm decade-long, unprofitiable foray into consumer banking at last week’s investor conference.
William D. Cohan • March 5, 2023
Benioff’s Moves, Goldman Questions & A Disney Activist Post-Mortem
News and notes around Wall Street: about David Solomon’s consumer play, Salesforce’s activist appeasement, Disney’s life after Peltz, and Elon.
In the grand scheme, even with all the challenges Disney faces, the issue of what to do with the Fox assets is a good problem to have.
Matthew Belloni • February 24, 2023
What If Disney’s Fox Deal Wasn’t So Terrible?
Bob Iger’s $71.3 billion play for streaming-age scale has been branded by some as too pricey for the new era of austerity, but the assets and executives could be a secret weapon in the war to become Hollywood’s last studio standing—if that’s what Iger wants.
Jimmy Pitaro, the president-turned-recently-appointed chairman of ESPN
Dylan Byers • February 16, 2023
The ESPN Catch-22, WaPo Rumbles & CNN Plot Points
News and notes on the biggest stories coursing through the media: Iger’s ESPN tea leaves, WaPo transformation, and a CNN digital counterfactual.
Matthew Belloni & William D. Cohan • February 10, 2023
Disney’s ‘Everything on the Table’ Era Begins 
The inside conversation about Iger’s gangbusters fourth quarter, the Peltz detente, the Hulu question, and more.
We’ve entered the “churn chapter” of the streaming wars, a moment defined by the effort to keep customers happy and engaged, all while prices are increasing, content is oversaturated, and cancellation is easy.
Julia Alexander • February 7, 2023
Streaming’s “Capital Efficiency” Wars
Hollywood’s “arms race” era, when everyone was singularly focused on building up their own exclusive libraries, is over. Welcome to the age of “capital efficiency.”
Trian founder partner Nelson Peltz has commenced a proxy battle against Disney to get the board seat Iger denied him.
William D. Cohan • February 1, 2023
Nelson Peltz’s Other C.E.O. Gambit
The activist circling Disney just helped orchestrate another C.E.O. succession. Should Bob Iger recalculate whether he wants Peltz outside the tent?