Iger v. Chapek Archive
In its latest SEC filing, the Walt Disney Company has shared executive compensation packages for CEOs Bob Chapek and Bob Iger, CFO Christine McCarthy and others in the current c-suite, plus the fired Geoff Morrell. This post takes a look at those numbers and Disney’s explanation for the salaries, severance, and bonuses. Normally, we wouldn’t
Disney and newly-returned CEO Bob Iger are facing a proxy fight from activist investor Nelson Peltz’s Trian Fund pushes for a seat on the company’s board. His group has launched a “Restore the Magic” campaign, which sounds an awful lot like a live-action Save Disney remake. This post delves into the details and offers our
The Walt Disney Company Board of Directors announced that it has elected independent director Mark G. Parker as Chairman of the Board, effective following the Annual Meeting of Shareholders. This post shares the official announcement plus our commentary and context about how this fits into the bigger picture of the Battle of the Bobs and
Since Disney’s Bob Swap–firing Chapek and rehiring Iger–new details and rumors have emerged about what led to the CEO change and the board’s goals for Bob Iger in the next two years as CEO. This post delves into one such topic, which has been mergers & acquisitions, and the business units and companies that Disney
In the two weeks since Disney’s Bob Swap–firing Chapek and rehiring Iger, we’ve been “treated” to enough drama to fill another DisneyWar volume or two. The latest update is equal parts Succession and Game of Thrones, as there’s a new rumor about the company’s next replacement CEO after the second Iger era ends. We aren’t going to recap everything
When the Walt Disney Company ousted former CEO Bob Chapek, few tears were shed by fans and Cast Members. His tenure had been mired in controversy, unpopular decisions, and widespread concern that he was doing irreparable damage to a brand beloved by generations. This stood in stark contrast to the outpouring of optimism at the
With each passing day following Disney’s Bob Swap–firing Chapek and rehiring Iger–new revelations come to light about what led to the board ousting one Bob and bringing back the other, as well as the fallout between the dueling Bobs. Today, we have an update on that drama, along with Iger’s next moves as he looks
In the aftermath of Disney’s Bob Swap, firing Chapek and rehiring Iger, we’re now learning more about how things went down and the timeline of events as board members and company insiders have started talking. On top of that, Iger is already making changes to realign the company with his creative vision. This “Battle of
Disney has pulled off a classic Bob Swap, replacing Bob Chapek with once former and now current CEO Bob Iger. Yes, you read that correctly. No, this is not an early April Fool’s Day joke—but perhaps it is an early Christmas present! This post offers our commentary about what this does and does not mean
After Disney stock plummeted over 13% to close under $87 following the company’s fiscal fourth quarter earnings call, Wall Street analysts and investors had criticism for CEO Bob Chapek and his stewardship of the company, with CNBC television personality Jim Cramer calling for Chapek to be fired. This recaps what happened and discusses the reasons
Disney CEO Bob Chapek spoke today at the Wall Street Journal’s signature technology conference in Laguna Beach, California. The event is billed as the most exclusive technology “where headlines and deals are made.” Chapek did exactly that during his interview with Matt Murray, Editor in Chief of the WSJ. During that, Chapek explained how the
