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Morgan Stanley
Morgan Stanley’s Gorman sees markets ‘taking off’ as Fed turns to rate cuts
...He is set to join Walt Disney’s board next year where he will sit on a special succession planning committee....
December 22, 2023
FT News Briefing podcast11 min listen
Tesla dip: blip or bust?
...Additional help by Michela Tindera, Cara Shillenn, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez....
April 4, 2024
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
Walt Disney Co
Who can run Disney? The four insiders competing for Bob Iger’s job
...David Larcker, director of the Corporate Governance Research Initiative at Stanford, cautioned that “bake-off” processes among internal candidates could be fraught, as Disney demonstrated in a previous succession...
April 13, 2024
News updates from February 27: McKinsey touted its advice to Chinese government, EU parliament bars Amazon lobbyists
Disney shakes up film studio as Bob Iger seeks to regain ‘focus’
...He will be replaced by David Greenbaum, president of Searchlight Pictures, which produced the Oscar-nominated film Poor Things....
February 27, 2024
Streaming services
Disney, Warner and Fox join forces for sports streaming venture
...David Zaslav, CEO of Warner Bros Discovery, said the venture “exemplifies our ability as an industry to drive innovation and provide consumers with more choice, enjoyment and value”....
February 7, 2024
News in-depthStreaming services
‘Shakeout has begun’ after $5bn streaming loss for Netflix rivals
...Paramount chief executive Bob Bakish also discussed a possible combination over lunch with Warner CEO David Zaslav in mid-December....
December 28, 2023
FT Live
Global Banking Summit
The world's top gathering of leaders in finance
Tuesday, 3 DecemberLondon, UK
News in-depthSony Corp
Sony’s fraught $10bn deal reveals Hollywood’s struggle to crack India
...Walt Disney is also re-evaluating its presence in the Indian market. Disney acquired the Indian broadcaster Star with its 2019 purchase of 21st Century Fox....
January 19, 2024
ESPN Inc
Can Disney’s ESPN become the US’s biggest sports betting company?
...“Forever is a long time,” said David Katz, an analyst at Jefferies. The two dominant players “cracked the code” of in-game accumulator bets, the most profitable and popular product, added Katz....
November 14, 2023
Inside BusinessAnna Nicolaou
A dealmaking denouement is under way for the decline of TV
...The recent hiring of respected news veteran Mark Thompson to lead the network suggests that Warner chief David Zaslav is invested in keeping the network, at least for now....
September 21, 2023
FT News Briefing podcast9 min listen
China’s economy falls into deflation
...Walt Disney reported quarterly results that showed declines at its television and movie businesses, China’s economy has fallen into deflation, and President Joe Biden is banning US tech investment in China...
August 10, 2023
Due Diligence
Bob Iger’s plan to reshape Disney, again Premium content
...But the casual dress code at Allen & Co’s yearly conference (Warner Bros Discovery chief David Zaslav arrived decked out in a Canadian tuxedo), belied the high-stakes nature of the weekend for the second-time...
July 14, 2023
Film
Remembering London’s Scala cinema — the closest filmgoing ever got to clubbing
...All I saw was my beautiful heart’s desire, this Walt Disney fairytale castle with its broken sign. Most cinemas are special, but the Scala was magic.”...
December 29, 2023
Media
Elemental’s poor sales add to fears that Disney’s Pixar has lost its touch
...The duo were recruited last year by David Zaslav, Warner Bros Discovery’s chief, who is eager to compete with Marvel, which under Disney has released dozens of films and taken in roughly $30bn, making it...
June 18, 2023
FT News Briefing podcast9 min listen
The Magic Kingdom goes to war
...Additional help by Katie McMurran, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley....
April 27, 2023
The Week Ahead
A first for King Charles while Trump takes the stand
...Thank you to David Hindley for filling in for me last week, and for those of you who wrote to wish me well in my second career — tutoring my children ahead of mock GCSE and A-level exams....
November 5, 2023
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
LexJonathan Guthrie
The Lex Newsletter: a penny for the ferryman, a farthing for Mastercard
...There were edgier exchanges between Wall Street scribblers and David Solomon, chief executive of Goldman Sachs....
October 20, 2023
The Art Market
Sotheby’s lands $400mn Emily Fisher Landau collection
...It will have works by recent graduates Hamed Maiye and Mattia Guarnera-MacCarthy (under £10,000), as well as the artist — and the show’s puppeteer — David Liebe Hart....
September 14, 2023
FirstFT
FirstFT: Biden plans ban on US investment in Chinese tech
...Walt Disney is preparing for a future without traditional television as chief executive Bob Iger said he was considering “strategic options” for the company’s portfolio of TV networks....
August 10, 2023
FT News Briefing podcast10 min listen
Disney to axe 7,000 jobs
...Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley....
February 9, 2023
Due Diligence
Mind the Gap, Goldman Premium content
...newsletter: US banks feel the investment banking burn Why bigger deals aren’t always better The financiers who bought a French football team Wall Street’s survival of the fittest DD is unsure whether David...
January 19, 2023
FT News Briefing podcast10 min listen
Nelson Peltz versus Disney
...Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley....
January 30, 2023
Sport
Battle of the super shoes Premium content
...New York-based Dynasty counts David Ginsberg — vice chair of both FSG and Liverpool FC — as a senior adviser....
September 30, 2023
Due Diligence
Amazon: Lina Khan’s ultimate test Premium content
...Appraising a Hollywood ‘kingmaker’s asset’ Walt Disney and Comcast’s messy relationship over Hulu is coming to an end. The big question is which will make out better in the divorce....
September 27, 2023
The Week Ahead
US and China inflation data and UK GDP figures due
...In the meantime, for the next two weeks, you will be in the capable hands of my colleague David Hindley. Do please keep writing in with your comments....
August 6, 2023
Media29 min
Disney: Return of Iger, 'King of Hollywood' | FT Film
...Cost cuts and reducing staff is not exactly unique to the Walt Disney Company. We've seen it at Paramount, Warner Brothers, Discovery, Netflix....
June 8, 2023

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