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Bob Iger

NYT Columnist Andrew Ross Sorkin and C.E.O. of The Walt Disney Company Bob Iger speak during the New York Times annual DealBook summit on November 29, 2023 in New York City.

Iger’s Disney De-Wokening

The “go woke, go broke” narrative persists, despite its origins as social media and Fox News noise. And now it’s clear that Disney C.E.O. Bob Iger himself believes that, whether it’s B.S. or not, the company’s progressive “messaging” has become a problem.
Matthew Belloni • December 1, 2023
Matthew Belloni • November 27, 2023
Final Strike Jitters, Disney Blame Game & A Shari-Ellison Scenario
Producer David Ellison attends the Royal Film Performance and U.K. Premiere of Top Gun: Maverick at Leicester Square on May 19, 2022 in London.
A special Thanksgiving mailbag answering the town’s most burning questions, including what happens if SAG-AFTRA rejects its deal, an odd funeral no-show, and what to do with all the antisemitism around Hollywood.
William D. Cohan • November 19, 2023
A Zaz Wellness Check & The Crocodile’s Iger Fib
Trian founder partner Nelson Peltz has commenced a proxy battle against Disney to get the board seat Iger denied him.
News and notes on the latest Wall Street swirl: Nelson Peltz’s fuzz math, Zaz’s denominator problems, and the latest leg of the ARK saga.
There were a few Easter eggs in Bob Iger’s analysis of Disney’s quarterly performance that may appease Nelson Peltz.
William D. Cohan • November 15, 2023
Iger’s Living Peltz
Will embattled Disney chief Bob Iger manage to ward off a looming proxy fight with Trian’s hyper-aggressive activist investor Nelson Peltz after his latest incursion into Disney’s cap table?
The Brie Larson-led ‘The Marvels’ vastly underperformed Disney’s hopes at the box office.
Matthew Belloni • November 13, 2023
Marvel Enters Its Age of Reduced Expectations
When did Marvel lose its automatic connection with casual movie fans, and what can Disney do to get audiences excited again about superhero films?
Sally Buzbee
Dylan Byers • November 9, 2023
When Will Met Sally
News and notes on Will Lewis’s maiden voyage at the Post and Kevin Mayer’s return to the podium.
What will Bob Iger pay Comcast for the remaining one-third of Hulu that Disney doesn’t already own?
Julia Alexander • November 8, 2023
Iger’s Real Hulu Price Tag
Now that Disney is finally acquiring the final third of Hulu from Comcast, the overall valuation of the asset—and what Bob Iger ends up paying for it—may be less material than the investment required to maintain it.
jimmy pitaro
William D. Cohan • October 22, 2023
The $2.9 Billion ESPN Valuation Question
In Disney’s “everything on the table” era, figuring out what to do with ESPN may come down to some consensus of what the asset is worth. I have an answer.
It’s now clear why Bob Iger hung a “For Sale” shingle on ABC and the linear networks in Sun Valley.
Dylan Byers • October 20, 2023
Bezos’s WaPo Countdown & Iger Under Pressure
News and notes from across the media industry: ESPN’s profit cliff, the Bezos C.E.O. announcement timeline, and Apple’s “clear and present danger.”
In the last two months, Nelson Peltz’s hedge fund, Trian Partners, has rebuilt its position in Disney with around $2.5 billion worth of stock.
William D. Cohan • October 11, 2023
Nelson Peltz’s Punch List
The feared activist investor is back inside Disney, rattling the cage, agitating for board seats, preparing white papers, and issuing warnings about the ABC fire sale. In my estimation, Iger has two choices: work with Peltz to restore the magic, or resign and find someone who can.