Hints and tips:
...It sounds like you do want Iger to go. “No, I don’t. I don’t want Iger to go.”...
...Iger and Roberts, both long-serving media chiefs, have competed against each other for decades....
...Robert ArmstrongEveryone’s bored of Marvel movies. Ethan WuEveryone hates Marvel movies. But they just had an earnings call yesterday. Bob Iger came to play....
...Email us your financial ghost stories: robert.armstrong@ft.com and ethan.wu@ft.com....
...Bob Iger does not mess around. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert dives deep into the weeds in this Alphaville post to explain why. We recommend reading it in full....
...Hulu showdown: Iger battles Roberts Bob Iger and Brian Roberts, two of the most powerful figures in US entertainment, have competed against each other for decades....
...ValueAct, a firm with $12bn in assets that is run by co-chief executives Mason Morfit and Robert Hale, in February disclosed a stake in music streaming group Spotify....
...Roberts has described Hulu as a “kingmaker’s asset”....
...The long-serving media chiefs’ rivalry goes back to 2004, when Roberts made a failed hostile bid to buy Disney with Iger as president....
...As co-COO, her responsibilities include strategy and “mainland development”....
...It wasn't like Chapek was made president or COO for a period of time. It was instantly transitioned to, basically, becoming CEO. It seemed like a rushed transition....
...“If it was for sale, Comcast would be interested — and I think others would also want to get into that opportunity,” Roberts said....
...Former retiree Bob Iger has been given a couple more years as “interim” CEO of Disney, and the ceiling on his bonus pay has been quintupled....
...They point out there was interest too from Comcast, whose chief executive, Brian Roberts, kicked off a bidding war with Iger, pushing the price from $50bn to $71bn....
...Yesterday, Austria’s hawkish central bank chief, Robert Holzmann, told the FT that he wants another rate increase of 75 basis points....
...Bob Chapek succeeded Iger in 2020 only for Iger to abruptly step back in and replace him last year. No future successor has been identified....
...Were Iger’s de-matrixing comments a mere verbal sop to the activists, or something more? We will be following closely. In the meantime, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...UBS has raised $3.5bn of new AT1s, DD’s Robert Smith and the FT’s Owen Walker report, in its first deal since the bondholders took to the streets to protest what one of their lawyers called “a resolution...
...And one smart listen: Unhedged’s Robert Armstrong joins the FT’s Behind the Money podcast to explain why the collapse of Silicon Valley Bank isn’t a repeat of 2008....
...If you have something less frivolous to say as we slide into the holiday season, email it to me: robert.armstrong@ft.com. Is Disney cheap?...
...Job moves Disney has extended the contract of its chief executive Bob Iger until the end of 2026, prolonging what was meant to be a short-term stay....
...I was as entertained by Asteroid City as I was by Robert Shrimsley’s column mocking the movie last week. No violence. No superheroes....
...Disney chief executive Bob Iger keeps hanging a possibly-for-sale sign on Disney’s TV businesses, but high interest rates mean cash-rich bidders such as Apple, Amazon or Alphabet are the only likely buyers...
...Bob Iger, the long-serving chief executive of Walt Disney, recalls a presentation that Centerview gave to senior managers at the entertainment group several years ago....
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