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Bob Iger

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.

Barbarians at the Disney Gates

How will returning C.E.O. Bob Iger defang Dan Loeb, and possibly even Nelson Peltz, the activist behind the coups at GE and DuPont? Plus, Wall Street’s Zazlovian doubts. Here’s the inside conversation on a big week in big media.
Matthew Belloni & William D. Cohan • November 26, 2022
Dylan Byers • November 23, 2022
Igermania, The WaPo & Zaz
Bob Iger, Tim Cook, and Eddy Cue at Sun Valley
News and notes on the interior monologue of the media industry in semi-pre-holiday-repose.
William D. Cohan • November 23, 2022
The Chapek Coup & The Adults at FTX
Bob Iger
The insider conversation on the two seismic storylines roiling Wall Street this holiday season: the latest beats in the saga of S.B.F., and what to expect from the new Iger era.
Julia Alexander • November 22, 2022
The Iger+ Streaming Strategy
Bob Iger was legendary for big ideas—Marvel, Star Wars, the pivot to streaming—at a time when the economy, and Disney’s stock, only went up. Now, upon his return amid a brutal market correction, Iger’s success or failure will depend on sweating the small stuff, too.
Bob Iger
Matthew Belloni • November 21, 2022
The Iger Shocker
Notes, intrigues, and analysis from across Hollywood on Iger’s un-retirement, Chapek’s defenestration, and the future of Disney after the corporate shakeup of the decade.
Matthew Belloni • November 18, 2022
Disney’s Bob vs. Bob Blame Game
The Chapek vs. Iger narrative was mostly just gossip, a product of one of the most celebrated media C.E.O.s of all time being replaced by a decidedly less dynamic manager. Their differences are much more relevant now that the company’s financial situation has become more perilous.
Laurene Powell Jobs
Theodore Schleifer • September 28, 2022
Silicon Valley’s Wall Street Bets & The Phoenix Suns Sweepstakes
A phalanx of Silicon Valley super-personas have quietly flooded into an obscure regulatory battle to legalize a new type of political betting that makes PredictIt look quaint. Plus, why Laurene Powell Jobs should buy the Phoenix Suns—and why Jeff Bezos shouldn’t.
Bob Iger
William D. Cohan • September 18, 2022
Iger’s New Act, Apollo Drama & JPow Tea Leaves
Observations on the great Wall Street stories of our age, or at least of this week: Josh Kushner’s new venture partner, Josh Harris’s $5 billion kiss-off to Leon Black, and the Elon-Cathie deflation delusion.
Bob Chapek
Matthew Belloni • June 13, 2022
Peter Rice Fallout: All Eyes on the Disney Board
Chapek’s fate at Disney will be decided by a board without any outside media or entertainment experience. That could be a problem.
Bob Chapek
Matthew Belloni • May 13, 2022
Bob Chapek’s Hail Mary
Disney’s subscriber growth is holding up, but the playbook has changed and Chapek lags in the metric Wall Street now wants—actual revenue. With the goalposts of success moved and added pressure on Marvel and the rest, the embattled C.E.O. is making bold promises and writing checks his company may not be able to cash.