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Bob Iger

emma tucker

Little Britain

News and notes on the micro-crises roiling CNN, what to expect from the legacy players, the Zaz-Iger-Lachlan super-streamer, and much, much more.
Dylan Byers • February 9, 2024
William D. Cohan • February 4, 2024
Allen & Company
byron allen
News and notes on Byron Allen’s bid and the Paramount suitor carousel. Plus, Nelson Peltz’s script for the Disney turnaround.
Matthew Belloni • January 29, 2024
A Banker’s View of Media M&A in 2024
Joe Ravitch attend The Sylvia Center's Tenth Anniversary Art of Cooking Gala on October 26, 2017, in New York City.
A candid conversation with Raine Group’s Joe Ravitch, one of the sharpest and most outspoken bankers in the media/sports sectors, about the deal climate, global fears, and the future of Paramount and Lionsgate.
The new lead independent director of Goldman Sachs will be David Viniar, the firm’s longtime chief financial officer.
William D. Cohan • January 21, 2024
Goldman’s Inside Man & Peltz’s Disney Fantasia
Notes on the two hottest governance topics among the Maidstone crowd: Goldman’s post-Bayo board shuffle and Peltz’s latest monkey wrench.
If you thought Bill Ackman would be placated by the resignation of University of Pennsylvania president Liz Magill, following the congressional hearing during which she and other academic leaders fumbled their answers about antisemitism on campus, then you haven’t been paying attention.
William D. Cohan • January 7, 2024
Ackman’s Revenge & The Iger Hollywood Ending
News and notes on the trending Wall Street-media axis of interest: Ackman’s P.R. battle royale, Iger’s proxy wars, and Jimmy Pitaro’s latest mega-check.
Peter Orszag
William D. Cohan • January 3, 2024
The Raising of Lazard
Peter Orszag, the new Lazard C.E.O., has an ambitious plan to double revenue by 2030. But can the former Obama aide transform an eccentric culture by emphasizing productivity, recalibrating fee structures, culling underperformers, and bringing in some rainmakers? He thinks so…
Ynon Kreiz, Chairman and CEO, Mattel Inc., speaks during the Milken Institute Global Conference on October 19, 2021 in Beverly Hills, California.
Matthew Belloni • December 29, 2023
Is a Bob Iger Successor Hiding in Plain Sight?
Ynon Kreiz, the veteran executive who restructured Mattel and bet its future on the Barbie movie (and the tenuous I.P. business), has the experience and momentum to be a potential replacement for Bob Iger, despite a checkered past with Disney. At the very least, Kreiz is the Hollywood Hero of the Year.
For all the money that Netflix spends on content—about $17 billion this year and counting—viewership still tends to agglomerate around the broadest, most populist fare.
Julia Alexander • December 12, 2023
Netflix’s Data Bomb & Iger’s Hulu Wish List
A talmudic reading of Netflix’s first-ever, hotly anticipated “What We’re Watching” report. Plus, an evaluation of what Disney+ needs from Hulu in their new streaming marriage.
The Redstone family’s 10 percent economic stake in Paramount Global is now worth $1.1 billion.
William D. Cohan • December 10, 2023
Shari’s Heirloom Sale & Iger’s Peltz Defense
News and notes on the latest intrigues from the media investor swirl.
The nascent Bob Iger-Nelson Peltz proxy war is gearing up to be far more feisty than their first encounter almost a year ago.
William D. Cohan • December 3, 2023
Iger-Peltz Vulcan Chess, Zucker’s Thesis & Elon EBITDA
News and notes on the three biggest stories at the intersection of media and finance: some micro-updates on Zucker’s Telegraph bid, Elon’s debt gamble, and the latest round of Iger versus Peltz.