CNBC: The Exchange
5/3/2024 5:54pm
... square is definitely a buy. thank you very much. next up here, let's talk about disney. bob iger's successor, only lasting about two years before iger returned in a 2022 effort to renew growth lost during the pandemic. disney shares are up more than ...
CNBC: Squawk Box
4/30/2024 11:56am
... that, you know, when people like bob iger are saying that ad-supported streaming is going to be a big growth sector of disney's revenue, people should pay attention. you know what i mean? and as netflix passes whatever ...
CNBC: The Exchange
4/22/2024 5:22pm
... getting more expensive and that is chocolate and luxury homes and buyers of both are still paying up and we'll dig into that next. from larry fink to bob iger and the anti-woke backlash has some of wall street's most recognizable names and beefing ...
CNBC: Squawk Box
4/22/2024 10:23am
... conspiracy theyorists. analysis of security spending for ceos was from $1.2 million for bob iger and more than $1 ...
CNBC: Squawk on the Street
4/19/2024 2:55pm
... quarter was attributable to having shown the two movies in the u.s. and internationally disney ceo bob iger, after the company reportedly paid $75 million for rights to the movie saying, quote, we know audiences are going to absolutely love the chance to relive the ...
CNBC: Squawk Box
4/18/2024 12:41pm
... coming up, we'll speak with a congressman looking for answers from disney ceo bob iger and others on that newly nte.unced sports streaming veur stay tuned ...
CNBC: Squawk on the Street
4/11/2024 1:43pm
... live sports? that's the key that we come back to. bob iger says, we're going to be solid number two to netflix. that is the hope for disney plus. the question still is, all right, warner bros. discovery and max, can you make it a got of it and make it a strongly ...
CNBC: Squawk on the Street
4/8/2024 1:21pm
... out in favor. maybe it shouldn't matter. it didn't have a large impact. jamie dimon, which i can't remember him having done took sides as well in the proxy fight. took sides of bob iger. ...
CNBC: Fast Money
4/5/2024 9:26pm
... number. bob iger might have acknowledged it yesterday. you know who has been talking about it six or serve years? tom rogers, comes on the show. so all of the research you see, i mean, i want to say it's predicated on what tom said, a ...
CNBC: Fast Money
4/5/2024 9:24pm
... guy pointed this out. maybe this is still a place you can exceed. the analysts said that netflix has won the streaming war. it's not just analysts saying it. bob iger said this yesterday when he said that he wanted disney to be number two. meaning that netflix is number one, mike. ...
CNBC: Squawk on the Street
4/5/2024 1:16pm
... i was kind of prurient because you do have people with big egos, i think everyone would say that both sides had egos. i do think that the -- the lesson of this is that bob iger's really tough. ...
CNBC: Squawk on the Street
4/5/2024 1:16pm
... criticism from nelson and the people who were backing him. disney's bob iger yesterday telling david faber he stressed what was best for the company when it came to the proxy fight against nelson peltz. this was the story, jim, until the selloff yesterday. yeah, look, very, actually -- _ ...
CNBC: Squawk Box
4/5/2024 12:04pm
... board to perform? tell you this. bob iger has a big pressure point called 'bob iger.' bob came back to get the company back to its rightful spot, top of the pyramid. that's where they're headed. bob will keep pressure as will ...
CNBC: Squawk Box
4/5/2024 10:16am
... strategic priorities. the company is going through a transformation. bob iger is dealing with streaming and sports and the parks. i think right now, it is focused on that. your expectation with ike ...
CNBC: Squawk Box
4/5/2024 10:05am
... peltz. the two big players spoke out yesterday. this is what bob iger said after winning that proxy battle. clearly, shareholders care about that given what the company has been through the last few years. yes. as you expect, they care ...
CNBC: Mad Money
4/4/2024 10:41pm
... controversial. disney's made some major commitments to cut costs to set up succession plans for ceo bon iger. will they stick to those commitments if peltz doesn't have a gun to their head? that was on my mind as i watched david faber interview bob iger and then did my own interview ...
CNBC: Mad Money
4/4/2024 10:05pm
... and 32% respectively. how about the stock of disney? david faber interviewed bob iger after his win in the roxy fight with nelson peltz. midway through the interview bob talked about his predecessor, no ...
CNBC: Fast Money
4/4/2024 9:25pm
... went to, above 120 or so. if it were to come back, by the time you get to earnings in early may -- they're not going to lay an egg in the next quarter. when bob iger is on that thing. last quarter was the one where they couldn't lay an egg. ...
CNBC: Fast Money
4/4/2024 9:24pm
... that, but that was the way david framed it. it's over. netflix has won, so, they're hoping to be number two. you wouldn't think bob iger would say, we're going to turn this around -- they already -- but don't they have a lot of other levers? netflix is trying to get into ...
CNBC: Fast Money
4/4/2024 9:24pm
... a living, he's got a lot on the line on this one. but i -- any expectation that you're going to have a different outcome today, i think, was off-base. i think this isn't a real surprise. it is interesting to hear bob iger say, you know, now we have to do -- as if, you know, ...
CNBC: Fast Money
4/4/2024 9:22pm
... plus ask how to get up to an $800 prepaid card. don't wait- call today. welcome back to 'fast money.' disney's ceo bob iger speaking ...
CNBC: Power Lunch
4/4/2024 6:06pm
... two well know, the direct-to-consumer business, which is really the crucial component here. you talked about netflix being the gold standard here. i wonder how much time does bob ...
CNBC: The Exchange
4/4/2024 6:00pm
... proxy fight is over, but the war of words is not. at least not yet. bob iger and nelson peltz on cnbc, who deserve moss ...
CNBC: Power Lunch
4/4/2024 6:00pm
... welcome to 'power lunch.' i'm sorry about the weather. proxy fight is over, but the war of words is not. at least not yet. bob iger and nelson peltz on ...
CNBC: The Exchange
4/4/2024 5:23pm
... era. so there will be lessons learned from this three-year failure they just went through. so you have to think that however they structure this, and i reported last year that at least the plan last year was bob iger would want -- and the board _ ...
CNBC: The Exchange
4/4/2024 5:22pm
... to this point. let's talk more about what's different this time around. last time, bob iger had a hand in mentoring and training bob chapak. it didn't work out. but chapak took over in the middle of the pandemic, when we ...
CNBC: The Exchange
4/4/2024 5:22pm
... different. there are two new board members in the past year. it does seem like the board is really focused on getting succession right. to me, the idea that just pick bob iger and let him stick around, that doesn't jive with what disney has said publicly up ...
CNBC: The Exchange
4/4/2024 5:21pm
... a board issue, because bob iger is going to be a major player in deciding who his successor is. and maybe he and the disney board are both kind of eyes open about the fact that they haven't done this very well. so this time it's going to be ...
CNBC: The Exchange
4/4/2024 5:21pm
... that's why nelson peltz just ran a long campaign to get on the board. ultimately, shareholders, i think, decided that this was a decision between bob iger and nelson peltz and they went with iger, even though succession is ...
CNBC: The Exchange
4/4/2024 5:20pm
... on the fact that he keeps pushing back his retirement, and he came back in part to write the wrong of succession, in his mind, when he did leave and handed the company over. and that didn't work. and so you have to believe that bob iger really wants to get ...
CNBC: The Exchange
4/4/2024 5:01pm
... either direction? we'll game out all the possible scenarios for the fed and how investors should position. plus, disney notching a win against nelson peltz. bob iger reassuring shareholders ...
CNBC: Squawk on the Street
4/4/2024 2:52pm
... did it bother you there was very little repenting? i did not hear bob iger say, i personally recommended bob chapek. bob chapek did not do a good job. the board regrets they picked chapek. we didn't handle ourselves well. ...
CNBC: Squawk on the Street
4/4/2024 2:51pm
... are a lot of people feel this very personal. you never were seeking bob iger to leave the board. you did feel that there were some board members that were not as strong. people seemed to think you had a dramatic loss against everyone. i don't think that's necessarily ...
CNBC: Squawk on the Street
4/4/2024 2:46pm
... hollow given the fact that bob iger came on with david faber and talked about changes that have been made already? look, i'm willing to give them the opportunity to prove me wrong. i'm willing to give them the opportunity to do as they say. ...
CNBC: Squawk on the Street
4/4/2024 2:37pm
... no doubt about it. i did find it amusing bob iger had granular understanding of the cadence of the stock price moves since early october, and i guess the argument could be what did you load into the earnings ...
CNBC: Squawk on the Street
4/4/2024 2:36pm
... we continue to watch disney this morning, just south of 120 here after winning the proxy fight with activist investor nelson peltz. david faber spoke exclusively with bob iger in the past hour about the stock price during the ...
CNBC: Squawk on the Street
4/4/2024 2:10pm
... to the movies. let's get reaction to bob iger's comments and the end of the proxy fight. michael nathanson. i'm curious to get your take, if anything in part stood out to ...
CNBC: Squawk on the Street
4/4/2024 2:06pm
... . in the meantime 1% gains at the opening bell. all sectors green. 10-year back to 4.32. the real news is all we got from bob iger. mike, talk about the activism, peltz, succession, ...
CNBC: Squawk on the Street
4/4/2024 1:34pm
... mr. iger just called it, walt's house. it's good to have you, bob. bob iger, of course, ceo of disney. emerging victorious from a slug fest of a proxy fight. you won by substantial margins, but i do wonder, bob, 31% of ...
CNBC: Squawk on the Street
4/4/2024 1:27pm
... what's been a pretty tough week, especially for the dow. we'll get to some of the sell-side calls, and of course, david's exclusive with bob iger in the wake of disney winning that proxy fight. the opening bell, coming up in nus. than four and aal hf hf mite. trading at schwab is now powered by ...
CNBC: Squawk on the Street
4/4/2024 1:22pm
... busters, bumble, ferrari, and david's exclusive with disney's bob iger when we come back. you know doug, ever since switching to workday you've been a real rock star. ...
CNBC: Squawk on the Street
4/4/2024 1:13pm
... with disney's bob iger in just a few moments. we'll get to levi's, boeing, tesla. 'squawk on the street' is back in a minute. the future is not just going to happen. ...
CNBC: Squawk on the Street
4/4/2024 1:02pm
... performer in the dow, and a lot of that may have been just bob iger focusing the company. you can certainly ask him, i think it would be great. i don't know how much it was, well, we got to focus in order to keep nelson off the board, but i think iger made a series ...
CNBC: Squawk on the Street
4/4/2024 1:01pm
... powell's comments yesterday. ten-year is back to 4.34%. we're going to begin with disney winning that boardroom battle against nelson peltz and looking forward to your interview, david, not too long from now. yeah, you know, so much to talk to bob iger about, as there always is, and i always look ...
CNBC: Squawk on the Street
4/4/2024 1:00pm
... for the walt disney company. anchoring all of this work are four key priorities. disney and bob iger looking to move forward after shareholders re-elected the kmaen's board in this defeat for activist investor nelson peltz. good thursday morning. ...
CNBC: Squawk Box
4/4/2024 1:00pm
... for the walt disney company. anchoring all of this work are four key priorities. disney and bob iger looking to move forward after shareholders re-elected the kmaen's board in this defeat for activist investor nelson peltz. good thursday morning. ...
CNBC: Squawk Box
4/4/2024 12:55pm
... disney's ceo, bob iger, is going to be with the gang, mr. faber and others, 'squawk on the street' in just a little bit. we make our way towards the opening bell on wall street. stay tuned. you're watching 'squawk box.' this is cnbc, and now, the dow ...
CNBC: Squawk Box
4/4/2024 12:38pm
... not now. i'm saying 12 months from now. depends. is this over? depends what happens with disney. the thing is, bob iger came back a little while ago. he diagnosed the situation. he is as good an executive as ...
CNBC: Squawk Box
4/4/2024 12:37pm
... let's start with disney. you've known bob iger and known this company a very, very long time and watched this all play out. yeah, yeah. what do you think and what do you think that ike perlmutter and nelson peltz are going to be doing or thinking over the next 12 months? ...
CNBC: Squawk Box
4/4/2024 12:36pm
... slate of directors rebuffing peltz's campaign to put himself on the board. statement, peltz saying proud of the impact the firm had on, he says, refocusing disney. for his part disney ceo bob iger ...
CNBC: Squawk Box
4/4/2024 11:57am
... arguments you can share. when we come back, barry diller with us on the media landscape and reaction to disney's victory in its boardroom battle. interview at 8:30 this morning. don't miss that. also a programming note. david faber speaking with bob ...
CNBC: Squawk Box
4/4/2024 11:57am
... a knock-knock joke or something. number of times bob iger goes, i'm really leaving this time. now, james gorman, like you said on the board seems reasonable. i think i know which way were ...
CNBC: Squawk Box
4/4/2024 11:55am
... b bob iger. you're saying he needed nelson peltz. on the other hand, iger can finish fixing disney. already off to a good start. improved film slate and growth in parts with pixar, marvel and ...
CNBC: Squawk Box
4/4/2024 11:41am
... stock price? jon fortt will weigh in with this week's on the other hand. programming note for you, david behaanfar s exclusive interview with the ceo bob iger, that is today on 'squawk on the street' at 9:00 a.m. eastern time. we'll be right back. ...
CNBC: Squawk Box
4/4/2024 11:40am
... vehicle sales gaining traction. we will talk about that after the break. and then, disney's ceo bob iger defeating an effort by activist investor nelson peltz to win two seats on the board. is that a good thing for the ...
CNBC: Squawk Box
4/4/2024 11:00am
... speaking ahead of tomorrow's jobs data. we'll break down what investors need to know. and disney shareholders voting for the current disney board, denying activist investor nelson peltz a chance for change at the company. now the real work begins for bob iger. so should investors buy the ...
CNBC: Squawk Box
4/4/2024 10:38am
... earlier this week. it focuses on growth. revenue is mid single digits. if the ad market comes back, make it can be higher. they really need to grow the bottom line. is a year and a half enough time for bob iger to create the ...
CNBC: Squawk Box
4/4/2024 10:38am
... you know, bob iger spend the last year, since he came back, restructuring the company. he did an amazing job. morale is great and they are improving cost structure and now he has to focus on growth. that was the purpose of the note ...
CNBC: Squawk Box
4/4/2024 10:34am
... here is who will take over for iger. that started immediately. we're back to that. it is a self-imposed issue over his head. if bob iger didn't say, and i ...
CNBC: Squawk Box
4/4/2024 10:33am
... well, bob iger, most people agree is a tremendous executive. incredibly successful with one major mishap in terms of his last successor. ...
CNBC: Squawk Box
4/4/2024 10:32am
... will take the unshackled bob iger to do what he needs to do? it was an expensive and nasty battle. disney came out with guns blazing. they had tons of promotions and ...
CNBC: Squawk Box
4/4/2024 10:28am
... of pepsi on the twitter post. co consumer ming up, we will t about the nelson peltz and bob ...
CNBC: Squawk Box
4/4/2024 10:05am
... short-term moves. i don't know if that is great for long term. a long-term bet on bob iger and disney. you won't get a short-term pop. that is to be expected. as much as we knew about it, ...
CNBC: Squawk Box
4/4/2024 10:04am
... the slate. cost cutting was the easy part of the move. bob iger has the chops. he has done this before. we'll see. reason why the stock dropped or not moved higher is in nelson was there, there would be ...
CNBC: Squawk Box
4/4/2024 10:04am
... seats on the board. david faber has an exclusive interview with bob iger at 9:00 a.m. we will talk to jessica about this. she thinks this is great. they thinks he will be bob iger ...
CNBC: Worldwide Exchange
4/4/2024 9:43am
... of the future of espn. > our david faber sits down with bob iger to discuss the proxy fight at 9:00 a.m. today. a big interview on 'squawk on ...
CNBC: Worldwide Exchange
4/4/2024 9:40am
... effectively pointed out to investors, but it is unclear him okay the board would have facilitated the answers to the questions. that is what bob iger has in front of him. what is espn's digital strategy? ...
CNBC: Worldwide Exchange
4/4/2024 9:40am
... for years. bob iger has pushed back his retirement five times. when he did, he handed over to bob chapek and had to come back two years later. that was the argument. in terms of the future of disney, there is a lot that ...
CNBC: Street Signs
4/4/2024 8:32am
... dividend yield. a and bob iger keeps the keys to the castle as the proxy fight with nelson peltz comes to an end. we will hear from iger at 14:00 ...
CNBC: Street Signs
4/4/2024 8:19am
... which fell in the wednesday session after bob iger kept the keys to the castle in the proxy battle with trian partners founder nelson peltz with the full board keeping its seats. ...
CNBC: Street Signs
4/4/2024 8:16am
... thank you for your time. jacob peterson. coming up on the show, peltz gets pummeled as bob iger and the disney board truimph in the ...
CNBC: Street Signs
4/4/2024 8:01am
... quality with a double digit dividend yield while we wait to improve the operations. the disney ceo bob iger keeps the keys to the castle fending off the challenge from nelson peltz as the proxy fight ...
CNBC: Fast Money
4/3/2024 9:22pm
... that's probably going to end up with a lot of litigation, because you're basically only taking out for cash one shareholder. rich, good to see you, thank you. rich greenfield. thanks for having me. don't miss cnbc's interview with bob iger tomorrow morning at 9:00 a.m. ...
CNBC: Fast Money
4/3/2024 9:01pm
... why spotify is surging. ford's revved up quarter. and what happens at disney now that bob iger won the big proxy battle against nelson peltz? i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we start off ...
CNBC: The Exchange
4/3/2024 5:31pm
... external candidates we don't know about. but over the next few months here, certainly the investment world is going to be focused on, okay, who is going to be taking over for bob iger, and what is that transition process going to look like? nancy, talk about the ...
CNBC: The Exchange
4/3/2024 5:30pm
... they have a couple new board members. more than anything, they have an eyes wide open approach that they need to get succession right. in fact, that's why bob iger came back in many ways. not only to sort of get to ...
CNBC: The Exchange
4/3/2024 5:29pm
... so let's move forward with the succession planning. because i think that is what is bothering shareholders at the core. alex sherman, let me turn to you. does bob iger and his team get to breathe a little now or is the pressure still on to ...
CNBC: The Exchange
4/3/2024 5:29pm
... shareholders won in this whole transaction. i mean, you couldn't have picked a better central casting villain versus, you know, ceo with bob iger, very measured and always calm and presentable, and nelson ...
CNBC: The Exchange
4/3/2024 5:28pm
... hard fought and dramatic. david, thank you very much. we'll be watching very closely tomorrow. so david will be talking exclusively withdisney ceo bob iger at 9:00 a.m. eastern. joining me now to discuss, ...
CNBC: The Exchange
4/3/2024 5:27pm
... you know, he was in favor, that bob iger was successfully in turning the company around. is there more peltz could do here? it's hard to imagine he could come back after losing a proxy fight and losing it ...
CNBC: The Exchange
4/3/2024 5:27pm
... doubled peltz's number, at least in these numbers that i'm getting right now. so, again, that -- you know, it's over. over and done with, and they move on. i move on to go to los angeles so i can sit down with bob iger ...
CNBC: The Exchange
4/3/2024 5:24pm
... of those, for example, 94% of the votes or those shares voted were voting in favor of bob iger, the company's ceo. the universal proxy, it's different than what what we are ...
CNBC: Fast Money Halftime Report
4/3/2024 4:22pm
... exclusive sitdown with disney ceo bob iger tomorrow at 9:00 a.m. eastern on 'squawk on the street. 'won't want to miss that. speaking of well-known investors and activists and big names in general, several are here at sohn presenting today, their best ideas for a great cause. ...
CNBC: Squawk on the Street
4/3/2024 2:27pm
... carolin everlin but the board still lacks credibility. thank you for your time. thank you. we are going to or i'm going to have an interview with bob iger tomorrow morning at 9:00 a.m. eastern, assuming i can get out of here with the high winds. ...
CNBC: Squawk on the Street
4/3/2024 2:27pm
... it's never repeating the last one. so we're confident they'll choose a competent successor and bob iger will step aside. there's a debate about the elevation of james goverman and ...
CNBC: Squawk on the Street
4/3/2024 2:22pm
... what it looks like. to have high 50s percent let's call it of the vote. i do wonder how bob iger and the board will take it, if it's as close as high 50s percent, that still is almost half the ...
CNBC: Squawk on the Street
4/3/2024 1:12pm
... these days. elon came out and said he's in support of nelson, but we know he has this running feud with iger that goes back to when disney pulled advertising on x and when -- at andrew's conference in the fall, he had some choice words for bob iger ...
CNBC: Squawk on the Street
4/3/2024 1:09pm
... sitting down with bob iger tomorrow from l.a., but it does appear likely they're going to prevail in the key shareholder vote that is going to be concluded today with the annual ...
CNBC: Squawk on the Street
4/3/2024 1:01pm
... for disney. the company's battle with nelson peltz is set to conclude at its annual meeting. that is set for this afternoon when we will get the vote totals. and tomorrow, 9:00 a.m., right here, don't miss an exclusive with bob iger. ...
CNBC: Squawk Box
4/3/2024 11:30am
... meeting later on today about 1:00 p.m. eastern time and shareholders will ultimately decide whether to back the company's current board of directors and ceo bob iger or side with activist investor nelson peltz, who is pushing for a change to unlock shareholder ...
CNBC: Squawk Box
4/3/2024 10:09am
... situation where bob iger said i can't possibly stand the thought of dealing with nelson peltz. i didn't come back on the board to deal with that. but this has been a proxy battle in many, many ways. all right. intel shares are lower this ...
CNBC: Worldwide Exchange
4/3/2024 9:38am
... model showing more signs of staying put, dom. more people working from home. there you go, silvana. not us. we're height, right here in the office. coming up on the show. disney's board battle prepares to wrap up. we talked to one shareholder where he stands with bob iger ...
CNBC: Worldwide Exchange
4/3/2024 9:29am
... our weeklong look at the best ideas for your the second quarter and beyond. stephanie link is standing by with her top pick and under the radar play. and curtain call for the disney board battle as bob iger and company reportedly move closer to victory over activist ...
CNBC: Street Signs
4/3/2024 8:55am
... challenging in the context of bob iger. and, of course, we've been through this process once before with chapak. it didn't work out. ...
CNBC: Street Signs
4/3/2024 8:54am
... from nelson peltz is a healthy way to keep bob iger focused on what the key objectives are for disney going forward. and iger has extended his contract until 2026 and i think is noncommittal about what happen as after that. that's the biggest question. ...
CNBC: Street Signs
4/3/2024 8:54am
... smart acquisitions with ip, a bank of marvel studios, lucasfilms, et cetera. so if you had to ask me bluntly, i would say bob iger is the right person, but the pressure ...
CNBC: Street Signs
4/3/2024 8:53am
... you'll never be able to go back to the old model of pay tv networks, of having the box office as a big revenue generator for disney. those days are over. so it's about adapting to what the new reality is. so from that perspective, bob ...
CNBC: Street Signs
4/3/2024 8:47am
... ceo bob iger. we're going to get the details after this quick break. my name is ashley cortez and i'm the founder of the stay beautiful foundation when i started in 2016 i would go to the post office and literally fill out each person's name on a label ...
CNBC: Fast Money
4/2/2024 9:56pm
... yeah, not my jam. i'll go do something in the real world. magic and -- i love iger, bob iger is going to go down, no matter -- one of the greatest ceos. when you think of the asset that he bought, the lucas, the ...
CNBC: Fast Money
4/2/2024 9:55pm
... profitability. really strong parks business. and i think depending on where you see things going, if it is going to go disney's way, that's supportive, they like the way things are going. i think you absolutely want to pay this here. do you think we'll hear about bob iger's succession? no. i don't. ...