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The Iger Intrigue

Bob Iger
“Iger, the sequel, seems to be about deconstructing Disney and figuring out what are the pieces of Disney that have sustainability," Wall Street research analyst Rich Greenfield tells William D. Cohan. Photo: Ricardo DeAratanha/Los Angeles Times/Getty Images
The Editors
November 26, 2022

The following is a lightly edited transcript of our Nov. 22 conference call for Inner Circle subscribers, Puck’s highest tier of membership, featuring Matthew Belloni, Dylan Byers, and William D. Cohan, discussing the Disney board’s smoke signals, Iger’s potential M&A playbook, the emerging succession prediction market, and more. To join our next off-the-record live session, upgrade your membership here.

Ben Landy: Matt, I want to start with the shock level in Hollywood as this news broke last weekend. You noted in recent weeks that there were signs of unusual activity from Bob Iger. How long do you suspect this coup was in motion, and how quickly did it all come together?