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Business Wars
Disney Under Seige | Peltz Strikes Back | 2
Dec 18, 2024
Bob Iger's struggle to reassure investors unfolds against a backdrop of declining stock prices and the disruptive media landscape. Tensions rise as activist investor Nelson Peltz challenges Disney’s leadership, demanding strategic changes. A fierce proxy battle ensues, with strong endorsements shaping the fight for board seats. As both sides prepare for a crucial shareholders meeting, the stakes couldn't be higher for Disney's future amidst evolving investor sentiments and shifting storytelling dynamics.
34:10
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Quick takeaways
- Bob Iger's leadership faces scrutiny as declining stock prices and investor pressure challenge Disney's traditional TV operations and strategic direction.
- Activist investor Nelson Peltz intensifies his efforts for board representation at Disney, aiming to drive accountability and operational improvements amid financial struggles.
Deep dives
Bob Iger's Challenges at Disney
Bob Iger faces significant challenges as he returns to Disney amid declining stock prices and mounting pressure from investors. After eight months in office, the company’s stock has dropped by 16%, prompting skepticism about Iger's ability to lead a turnaround. During a key interview with CNBC, he acknowledges the upheaval in Disney's linear television business due to the rise of streaming platforms. Iger's insistence on addressing the 'broken' business model highlights the urgency of redefining Disney's content distribution strategy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode