Bloomberg: Bloomberg Technology
4/4/2024 3:15pm
... dynamic with all of the high-profile billionaires. ed: it is interesting. at the end of the day, sources told us 94% of the vote went to bob iger reelection. ...
Bloomberg: Bloomberg Technology
4/4/2024 3:14pm
... much when it comes to votes for nelson peltz. elon musk is interested in this situation. whether he will go against bob iger, we did not see that. definitely an interesting ...
Bloomberg: Bloomberg Technology
4/4/2024 3:14pm
... the pressure is also on bob iger because one of his adversaries -- elon musk -- is still talking about this on social media and it is an interesting dynamic. crystal: elon is someone nelson ...
Bloomberg: Bloomberg Technology
4/4/2024 3:13pm
... those are things investors will watch. ed: bob iger promised profitability by the end of 2024 come in if you have a proxy battle, you are often in the media where you say i am doing this and everything is great, ...
Bloomberg: Bloomberg Technology
4/4/2024 3:13pm
... bob iger has expressed -- succession. who will succeed bob iger. how they achieved profitability when it comes to streaming and achieved netflix like profitability. that has also come up. ...
Bloomberg: Bloomberg Technology
4/4/2024 3:12pm
... months of spending millions to win over investors, both retail and institutional. the battle in the press has become a reality that bob iger has emerged victorious from nelson peltz. ...
Bloomberg: Bloomberg Technology
4/4/2024 3:10pm
... still assessing the damage from the earthquake which level dozens of buildings. we will monitor from the latest headlines and bring them to you as they cross the bloomberg. caroline: now turning our attention to disney. an extensive proxy battle. bob iger has defeated the ...
Bloomberg: Bloomberg Markets
4/4/2024 2:10pm
... this a victory for bob iger. caroline: and for peltz as he gets the benefit of that rally. move us onto where we saw anxiety yesterday. we had a devastating human tragedy in taiwan that impacted the chip stocks but today, there ...
Bloomberg: Bloomberg Markets
4/4/2024 2:10pm
... not moving as much they but the stock to drop over 3% yesterday. over the last two days, it is in positive territory. the headaches aren't over bob iger. the company is now facing questions on who will be the ...
Bloomberg: Bloomberg Markets
4/4/2024 2:10pm
... what's moving now on the markets more broadly. we can look at the micro perspective and a big win. bob iger is winning a proxy fight in a long one against nelson peltz and that's affecting disney stock which is ...
Bloomberg: Bloomberg Surveillance
4/4/2024 12:14pm
... activist investor nelson peltz efforts to win seats on the company's board. investors voted to reelect all 12 of the company backed board members included bob iger. making the most expensive corporate proxy fight in history. the triumph on management holds ...
Bloomberg: Bloomberg Surveillance
4/4/2024 12:12pm
... industry that we treat people who lead companies for a long time as if they are the founder of that company. they are not. criticism by number of the activists was spot on. that's a major failure of this board and frankly of bob iger to ...
Bloomberg: Bloomberg Surveillance
4/4/2024 12:11pm
... there's a billion people on the planet and we are led to believe in media circles and on wall street as well is only one person can run this company and its bob iger. it's a massive struggle for succession. how important is one person, one man. ...
Bloomberg: Bloomberg Surveillance
4/4/2024 12:09pm
... there's no doubt iger has the magic touch and has done a great job with disney. including finding a successor to bob iger which was highlighted in the proposal. still something they need to deal with. ...
Bloomberg: Bloomberg Surveillance
4/4/2024 12:09pm
... google of course does not trade at a particularly steep valuation it trades at a discount in the market. so much of that was already priced in last year. i want to introduce disney into the conversation as well. big week for bob iger. ...
Bloomberg: Bloomberg Surveillance
4/4/2024 10:44am
... companies boards voting to reelect all 12 of the company-backed board members, including bob iger. this capping the most expensive corporate proxy fights in history. peltz's fund management holds a ...
Bloomberg: Bloomberg Daybreak Europe
4/4/2024 5:46am
... next. this is bloomberg. lizzy: welcome back to 'bloomberg daybreak: europe.' walt disney shareholders handed ceo bob iger a vote of confidence, rejecting nelson peltz's bid for a board seat. ...
Bloomberg: Bloomberg Daybreak Asia
4/4/2024 0:51am
... walt disney share heeledders -- holders are handed ceo bob iger a big vote of confidence, denouncing nelson peltz's bid ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:49pm
... bob iger is very capable to do that. i think when you look across entertainment, another one, it won't be a proxy battle but paramount is considering selling the company given that it's a small player in the changing ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:48pm
... going to be a board member that bob iger is going to look to. i don't think bob iger wants to go past 20 6 but we brought lot ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:47pm
... and disney as the survivors against larger players like amazon prime video, youtube and others. paul: you mentioned a moment ago about bob iger. now apparently safe in the chair for a couple of years until that ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:45pm
... 45% of revenue but only 8% of income. for someone like bob iger, that would be a lay-up. paul: let's talk more about disney+. you say that patience is running ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:44pm
... november but there are still questions. one is execution because now investors have financial targets for disney and second would be with this elected board, the succession plan with bob iger's contract ending in 2026. ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:43pm
... let's get one of the movers we saw in the session. we saw disney and bob iger's big win. shareholders elect all of the current nominees projecting the ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:41pm
... shareholder and ceo gave bob iger a big vote of confidence. rejecting nelson bid for a board seat. this is bloomberg. take a look at our trading in ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:17pm
... and re-elected again to the board. i think it's a big vote of confidence but i think iger still has more to prove. he's bought himself some time though. paul: so what happens next for bob iger? what does he need to do to repay ...
Bloomberg: Bloomberg Daybreak Australia
4/3/2024 11:16pm
... relax into a caribbean state of mind. visit sandals.com or call 1-800 sandals. haidi: walt disney share helders have anded bob iger a vote of confidence. crystal, in many respects going ...
Bloomberg: Bloomberg Technology
4/3/2024 3:56pm
... investors coming up later in the show, the disney shareholder meeting. ed: dizzy shares are off .6%. still probably treading water at that level. bob iger has the support of the big institutionals, lacqua rock -- blackrock, vanguard. _ ...
Bloomberg: Bloomberg Technology
4/3/2024 3:33pm
... board seats maybe they end up winning if they pushed ultimately these focus on costs, the focus on profitability to go hand-in-hand. how much do you think vanguard and blackrock has supported bob iger they are saying we have to stand by this and you have to ...
Bloomberg: Bloomberg Technology
4/3/2024 3:32pm
... stock price performance, poor financial performance and bob iger since he has quebec has taken control of the narrative here -- he has taken control of the narrative. the most critical is the cost ...
Bloomberg: Bloomberg Technology
4/3/2024 3:17pm
... he has an ax to grind against bob iger. what do you make of that? ross: hopefully elon can keep his job as ceo of tesla led a low make a recommendation. peltz will by texel next -- buy _ ...
Bloomberg: Bloomberg Technology
4/3/2024 3:15pm
... of joe biden can run for your election as president than bob iger can do another 10 years at disney. i wanted to make it simple for the audience. sorry. ross: iger is in great shape. he is mentally and physically fit. he is writing his bike on sunday mornings at 6:00 a.m. like 20 ...
Bloomberg: Bloomberg Markets
4/3/2024 2:17pm
... did's issue with the linear tv business and the issue with fox buying to achieve scale. so, bob iger might not necessarily do anything differently and as you pointed out at the beginning, investors do pay attention. ...
Bloomberg: Bloomberg Markets
4/3/2024 2:16pm
... lose money but bob iger promise left hand deliver a profit in 2024. what's harder to tell is that in the 133-page manifesto that nelson put forward what is fixes any different from what bob iger ...
Bloomberg: Bloomberg Markets
4/3/2024 2:16pm
... lucas joke. how do you think about the challenge forward for bob iger even after this battle? the nelson peltz wants a succession plan and he's upset about the streaming business performance, which continues to ...
Bloomberg: Bloomberg Markets
4/3/2024 2:15pm
... bag. good morning. wow, that's a new one. vanguard and blockbuster are in the bag. the institutionals has sided with bob iger but there is an unknown, a wild card which is the largest body or single ...
Bloomberg: Bloomberg Markets
4/3/2024 2:14pm
... relax into a caribbean state of mind. visit sandals.com or call 1-800 sandals. sonali: another company that we're following this morning is disney. walt disney and ceo bob iger are poised to win the proxy ...
Bloomberg: Bloomberg Surveillance
4/3/2024 11:36am
... defined him. this is sort of a company and personality that has drawn attention. annmarie: he is adding fuel to that fire and tension. he had some choice words for bob iger but also said he should be ...
Bloomberg: Bloomberg Surveillance
4/3/2024 11:35am
... jon: but you are relying on it to explain you are sufficiently restrictive. lisa: we are depending on that data. jon: elon musk deepening his feud with bob iger as the ceo ...
Bloomberg: Bloomberg Daybreak Australia
4/2/2024 11:27pm
... driving up costs. disney management pulling ahead in a proxy fight with an activist investor nelson peltz. biggest investors vanguard and blackrock will vote for nominees at a board meeting. it is a major boost for bob iger ...
Bloomberg: Bloomberg Technology
4/2/2024 3:56pm
... wanting to see peltz coming to the border the other previous cfo. it could all go to the wire. what about long-term succession planning from bob iger? if he loses this battle, we saw ...
Bloomberg: Bloomberg Markets
4/2/2024 2:55pm
... to reinvigorate the most important content franchises. katie: to your point on streaming profitability, we have heard bob iger promising profit is coming in 2024. we will see how that unravels. when you look at voting right ...
Bloomberg: Bloomberg Markets
4/2/2024 2:54pm
... to resolve. bob iger's term expires at the end of 2026 and he's looking at a pool of internal candidates. they are looking at some external candidates as well. trion has a host of ...
Bloomberg: Bloomberg Markets
4/2/2024 2:01pm
... the crunch fitness ceo joins in just a bit. the final chapter of bob iger versus nelson peltz, l street journal reporting disney is leading in the product -- proxy battle. we will bring you the latest on the showdown in the house of ...
Bloomberg: Bloomberg Technology
4/1/2024 3:38pm
... with what bob iger's strategy is and what peltz says his strategy is. the one thing i think that is still open is the issue of succession. what is going to happen post-bob iger. do you trust the board to get it ...
Bloomberg: Bloomberg Technology
4/1/2024 3:38pm
... do you want to keep that arrangement going? ed: i go back to the thesis i outlined in the column today, which is what does nelson peltz do next if he is put on the board? bob iger has done a lot in ...
Bloomberg: Bloomberg Technology
4/1/2024 3:37pm
... the stock is up 35% this year. it has been having a great year. bob iger has made the shareholder friendly changes. he has been doing that with nelson peltz looking over his shoulder. ...
Bloomberg: Bloomberg Technology
4/1/2024 3:37pm
... is this getting? i've been bombarded by ads, i still get ads delivered to me, that i should be out there trying to vote for bob iger and against nelson peltz? they are coming to me as a ...
Bloomberg: Bloomberg Technology
4/1/2024 3:36pm
... they still lost $200 million last quarter. i think a lot of this vote is do you trust bob iger to do this on his own or do you like peltz there holding his feet to the fire? you look at where the profits ...
Bloomberg: Bloomberg Markets
3/25/2024 2:49pm
... there is no love lost that i could detect between bob iger and nelson pels. is that really going to work in the boardroom? sure. a dissenting voice in a unitary group is probably a pretty good thing. if this group had done such a great job we wouldn't be having ...
Bloomberg: Bloomberg Markets
3/25/2024 2:46pm
... approaching. david: i worked there for quite a while. i've worked with bob iger quite a bit so i know something about it i don't know very much about proxy fights. charles, apart from who is going to win this, in general, what ...
Bloomberg: Bloomberg Markets
3/25/2024 2:46pm
... against bob iger. pleased to say we are joined by charles thousand, founding director of the weinberg center for corporate governance at the university of delaware as well as wall street the coast david westin. david westin, that annual meeting at disney is fast ...
Bloomberg: Bloomberg Markets
3/22/2024 4:48pm
... bob iger has all of that coming into the annual meeting. vonnie: we are only two weeks away, at this point. what should shareholders keep in mind? chris: i think we will continue to see more endorsements. for example, michael eisner, ...
Bloomberg: Bloomberg Markets
3/22/2024 4:47pm
... which without a doubt is the bungled in recent years and bob iger had to come back. that's one of the things he's pushing hard. vonnie: bob iger came up with a plan, has been talking to different people, lots of different ideas for how the ...
Bloomberg: Bloomberg Markets
3/22/2024 4:45pm
... chris: if you had asked me earlier this week, i would have said bob iger, he really was the winner of a lot of key endorsements. george lucas, jamie dimon, members of the disney family who had been critical of him in the past supported him. proxy advisors, all going into ...
Bloomberg: Bloomberg Markets
3/22/2024 4:45pm
... vonnie: this is 'bloomberg markets.' we are watching shares of disney after the ceo bob iger guided the company through one of its worst slumps in history. now he faces another challenge, the possible addition of nelson ...
Bloomberg: Bloomberg Markets
3/22/2024 4:42pm
... between bob iger and nelson peltz heats up with a board vote. this is bloomberg. you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. ...
Bloomberg: Bloomberg Technology
3/20/2024 3:56pm
... if joe biden is going to present certainly bob iger can run disney for another 10 years. i'm really partial to some of the teams that have worked with them in the past especially people who've worked on disney ...
Bloomberg: Bloomberg Technology
3/20/2024 3:56pm
... bob iger he has to go in 2026. who do you like. ross: i've been around in the eisner era. until he's gone i don't know if i believe someone's replacing him. ...
Bloomberg: Bloomberg Technology
3/20/2024 3:55pm
... disney plus is doing well, espn is making all the right moves they need to make to move into the next stage and parks and resorts is great as well. they just need to make some good movies. the best person to make good movies is bob iger and his team. ...
Bloomberg: Bloomberg Technology
3/20/2024 3:53pm
... bob iger is one of them. he's a great person, a great leader and george lucas as well one of the great creators of our time. basically everybody supports iger except him. caroline: and is former ceo. ...
Bloomberg: Bloomberg Technology
3/20/2024 3:53pm
... the world and also one of the best ceos of hollywood. getting this deal yesterday with espn and college sports, getting taylor swift on the platform, these are the bob iger -- bob _ ...
Bloomberg: Bloomberg Technology
3/20/2024 3:52pm
... stock is coming out and saying bob is the man. does that carry weight for you? 100%, george lucas is one of the geniuses of hollywood. bob iger i've met and talked to many times is like one of the best ceos in america or maybe ...
Bloomberg: Bloomberg Technology
3/20/2024 3:52pm
... support for disney ceo bob iger in his proxy battle with activist investors let's get the take of ross gerber who's posting that nelson pelt does not know his way around anything related to the entertainment ...
Bloomberg: Bloomberg Technology
3/19/2024 3:56pm
... a significant shareholder when he sold his production company to disney. full faith and competence -- confidence, driving long-term value. the force is with bob iger. ...
Bloomberg: Bloomberg Technology
3/19/2024 3:56pm
... recording its first ever profit. the stock buyback is the first ever to slow confidence even as competition intensifies. george lucas said he would support bob iger in his battle. ...
Bloomberg: Bloomberg Surveillance
3/14/2024 12:15pm
... bob iger's contract runs through the end of 2026. no decision on his his cancer -- no decision on his successor is expected this year. ubs price target down. three reasons. ...
Bloomberg: Bloomberg Surveillance
3/14/2024 12:15pm
... disney is making a push to find a successor to bob iger. the board is focusing on the leaders of four different divisions as disney is embroiled in a bitter proxy fight with billionaire activist investor nelson peltz. ...
Bloomberg: Bloomberg Daybreak Australia
3/13/2024 11:33pm
... than two years, and bob iger had to return. annabelle: where we are seeing a lot of activity away from disney is in india's media landscape. we had news that paramount was ...
Bloomberg: Bloomberg Daybreak Australia
3/13/2024 11:32pm
... and the former ceo would add something to the board and push them in the right direction. of course, we are talking about the previous ceo sort of handpicked by the board, bob iger, and he left after less ...
Bloomberg: Bloomberg Daybreak Australia
3/13/2024 11:31pm
... joins us from los angeles. we know that disney has clearly struggled with its succession planning in the past. do you think they have learned lessons from that experience back when bob iger left in 2020, ...
Bloomberg: Bloomberg Daybreak Australia
3/13/2024 11:31pm
... bob iger. those being considered are dana walden, jimmy potala, josh d'amr o and alan bergman. let's bring in our senior editor for media and entertainment, who ...
Bloomberg: Bloomberg Technology
3/13/2024 3:26pm
... overall. jamie dimon is backing bob iger in a proxy battle. but thus far we will keep an eye with what's happening with disney with what has been a very active investor. ...
Bloomberg: Bloomberg Surveillance
3/5/2024 1:12pm
... plan for bob iger. target up in the premarket with fourth-quarter earnings, targets ...
Bloomberg: Bloomberg Surveillance
3/5/2024 11:42am
... wants to restore the magic at disney. he published -- it suggests a partner for disney's traditional tv channels and a succession plan for ceo bob iger. his group holds $3.5 billion in ...
Bloomberg: Bloomberg Markets
2/8/2024 5:01pm
... you are looking at a gain of 2.8%. we are looking at mid-day movers. disney having the busiest intraday gain since 2020 after reporting better than results. you have bob iger issuing an ...
Bloomberg: Bloomberg Technology
2/8/2024 4:40pm
... impacting the rest of the chip space and so we are on the highside with the broader indices. disney up 12% after we see being delivered by bob iger and paypal on the downside more than 11%. even they are still stripping ...
Bloomberg: Bloomberg Technology
2/8/2024 4:20pm
... ed: bob iger delivered on the bottom line with cost-cutting and he delivered growth through the parks business. i'll go back to the question i always ask you. is disney a technology company? disney is what i would consider it pure entertainment ...
Bloomberg: Bloomberg Technology
2/8/2024 4:17pm
... were nelson peltz can't get around hollywood to save his life. bob iger is really the key to getting good content back on disney which ultimately, when you talk about all the things that need to drive disney forward, it is all that great ip ...
Bloomberg: Bloomberg Technology
2/8/2024 4:17pm
... get a breakdown on what we heard of the earnings. ross gerber joins us, and what were you most thrilled about with these numbers? there was a lot to digest. this is the bob iger affect ...
Bloomberg: Bloomberg Technology
2/8/2024 4:15pm
... in epic games. i think we just start with what the streets are probably focused on which is bob iger delivers and they like it. about a year ago he announced these big cost cuts, restoration ...
Bloomberg: Bloomberg Technology
2/8/2024 4:02pm
... all that etf flows. we are spoiled for choice when it comes to earnings. disney trading at its highest level in more than a year, and the story is about cost discipline. this is bob iger showing to ...
Bloomberg: Bloomberg Markets
2/8/2024 3:03pm
... sports deal but a huge catalog of content in the domain of video games. katie: let's talk about how this sets up bob iger for potential activist investor fights. talking about trion, etc. ...
Bloomberg: Bloomberg Markets
2/8/2024 3:03pm
... that's allowed them to boost their eps outlook this year by a notable margin and it is evidence that the plan the -- that bob iger outlined has worked, although the kind of ...
Bloomberg: Bloomberg Markets
2/8/2024 3:02pm
... cohost ed ludlow. the sports venture is exciting but earnings enough when they reported last night was exciting. is the magic back for disney? ed: you nailed it. this is the bob iger story. a lot of people were impressed ...
Bloomberg: Bloomberg Surveillance
2/8/2024 11:51am
... you have the espn standalone coming out next year. i don't know what else there is that disney can do. they know the business better than anybody else and i think the bob iger is right when he says that. no other activist or outsider knows the business or the brand ...
Bloomberg: Bloomberg Surveillance
2/8/2024 11:34am
... you're seeing it come into the numbers. i think that is important. jonathan: let's talk about a name that is higher. the walt disney company. bob iger says the company is turning the corner. the company beat earnings expectations thanks to cost cuts and performance of international ...
Bloomberg: Bloomberg Daybreak Europe
2/8/2024 6:20am
... . of course, bob iger recently taking back over as ceo of that business. we will be speaking as cfo -- we _ ...
Bloomberg: Bloomberg Daybreak Asia
2/8/2024 0:22am
... service that has been such a drag on profits for a while. the other big takeaway is equities taken in epic games, the maker of fortnite. take a listen to what we heard from bob iger on this. ...
Bloomberg: Bloomberg Daybreak Europe
2/7/2024 6:14am
... of whether or not that has bottomed, particularly around memory trips. disney earnings facing challenges. whether or not bob iger is going to be able to speak convincingly about the outlook for one of the ...
Bloomberg: Bloomberg Markets
1/24/2024 3:49pm
... world has shifted and more and more television, more and more videos consumed on streaming services than on television. david: you remember when bob iger bought the fox library. he had an advantage because they had such a huge library. ...
Bloomberg: Bloomberg Surveillance
1/23/2024 11:41am
... investing towards scale is what matters most. jonathan: everyone has something to say about bob iger. what is the solution? brian: i have not heard one. they seem a bit adrift. if there was a lot of strategic clarity going in his first ...
Bloomberg: Bloomberg Markets Asia
1/4/2024 3:54am
... rishaad: let's just check in with some of the big stories from around the world. looking first of all, walt disney ceo bob iger lining up allies as we he tries to stave off attacks from billionaire ...
Bloomberg: Bloomberg Daybreak Asia
1/3/2024 11:27pm
... one company will consult with disney on strategy. another hedge fund is also proposing three nominees to the disney board who will champion bob iger's strategy. bloomberg has learned that very ...
Bloomberg: Bloomberg Markets
1/3/2024 6:45pm
... disney and exchange will share information and meet with value act. another investor, blackwell capital, supporting three directors who would champion bob iger's strategy for the company going forward. ed ludlow joining us to put all ...
Bloomberg: Bloomberg Markets
1/3/2024 6:45pm
... iger. disney and focus today after winning the support of a key shareholder in its battle with activist nelson peltz, bob iger working out that deal with another activists investor. ...
Bloomberg: Bloomberg Markets
1/3/2024 6:45pm
... phenomenal executive. he led that company through so many cycles and is a gifted leader so it is a great pleasure to work for them but it is not for me to judge. jon: james gorman speaking earlier with sonali about bob ...
Bloomberg: Bloomberg Markets
1/3/2024 6:44pm
... yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. bob iger is a ...
Bloomberg: Bloomberg Technology
1/3/2024 5:09pm
... i do not think disney needs that distraction right now. it will come down to what bob iger -- he has been shoring up his defenses. it will come down to if he can announce something, if there are ...
Bloomberg: Bloomberg Technology
1/3/2024 5:07pm
... what can be done on those three? succession has been a theme point for bob iger, but cfo was a huge issue. they have a slew of board members that they actually ...