Lucia Moses’ Post

Our Chief Change Officer, Adrian Stalham, was invited to share his views live on BBC News this morning, discussing Disney’s latest financial results and what they need to do to remain future-proof. Some key takeaways: 🔶 Market expectations: Disney's current strategies align with market expectations, showing positive outcomes from restructuring, acquisitions and cost-cutting efforts. 🔶  Succession planning: With CEO, Bob Iger, due to depart in 2026, succession planning is crucial, with the need to bring in a technologically savvy, customer-focused innovator. 🔶  Innovation and simplification: Emphasising the critical need for Disney to bolster its innovation while simplifying processes to stay agile. 🔶  Adaptive strategy: The importance of a flexible strategy to stay ahead in today’s rapidly evolving media landscape, allowing Disney to respond swiftly to emerging trends and technologies. 🔶  Stakeholder dynamics: Navigating complex shareholder expectations to benefit the company and its team. Link to the full episode in the comments. #BusinessTransformation #Disney #Innovation

Curious about the financial performance of one of the world's most iconic entertainment companies? Delve into the insights from Disney's 2023 Q3 earnings call, where the business of magic is unveiled. Follow the link to gain a deeper understanding. #financialinsights #disney #trends #stats

Bob Iger to stay on as CEO of Disney through 2026 The Walt Disney Company's board of directors has unanimously voted to extend CEO Bob Iger's contract through the end of 2026, two years longer than his original contract. Iger, 71, had been set to step down in 2024, but the board decided to extend his contract in order to give him more time to find a successor and to continue leading the company through a period of significant growth and transformation. In a statement, Iger said he was "honored" by the board's decision and that he was "committed to leading Disney through this next chapter of its growth and success." He also said that he was "confident" that the company would continue to "thrive" under his leadership. Iger's contract extension comes at a time when Disney is facing a number of challenges, including the ongoing COVID-19 pandemic, the war in Ukraine, and rising inflation. However, the company is also benefiting from strong growth in its streaming business, Disney+, and its theme parks. The board's decision to extend Iger's contract is a sign of the confidence they have in his leadership. Iger has been CEO of Disney since 2005, and during his tenure the company has grown significantly. He has overseen the acquisition of Pixar, Marvel, Lucasfilm, and 21st Century Fox, and he has helped to transform Disney into a global media and entertainment powerhouse. It remains to be seen who will succeed Iger as CEO of Disney. However, the board's decision to extend his contract gives them more time to find a suitable replacement and to ensure a smooth transition. #Disney#BobIger#CEO#ContractExtension#Growth#Transformation#Streaming#ThemeParks#Confidence#Leadership#Acquisitions#SmoothTransition

No more Mr. Nice Guy: Since Bob Iger returned to The Walt Disney Company, he's cut thousands of jobs, put the TV business up for sale, and insulted Hollywood workers striking for more pay. Iger's first CEO tenure at Disney was marked by expansion. Now, as Disney, like other media companies becomes overshadowed by the tech giants, will his second one be about dismantling it? As Disney gets ready to report 3Q earnings Aug. 9, analysts discuss that and the other biggest questions facing the company (with Reed Alexander): #streamingwars #hollywoodstrike #mediaindustry #consolidation https://lnkd.in/e-HWNS3J

The reorganization of Disney’s business is giving investors a glimpse at ESPN’s financials for the first time. The inside look – which shows ESPN’s revenue has been decreasing in recent quarters – comes as the parent company looks for a strategic investor for what was long considered a crown jewel of the business. . . #ceoweekly #ceolatest #disney #business #investors #economy #finance #revenue . . All rights to the picture will remain with the original source, and we assert no ownership over it.

$DIS shares up on activist shareholder news. I think hope is this will accelerate shedding of non-core assets like ESPN and the cable/broadcast channel business. This brings up the question: Should ESPN remain a core part of Disney's future? I think current investor sentiment is no - that is, Disney should focus on fostering their IP of princesses, Star Wars, MCU, etc via Disney+ and theme parks and get rid of ESPN. But my argument is that it's less about whether sports is a core competency for Disney, and more whether providing brand safe advertising on tier-1 content is, in which case it's an emphatic yes that Disney should keep ESPN. My two cents as a shareholder and industry watcher https://lnkd.in/gtVca5dE

New lows Investors are betting against The Walt Disney Company (DIS) amid concerns over CEO Bob Iger's turnaround plan, with the stock ending 3.9% lower on Thursday to mark its lowest close since October 2014. KeyBanc Capital Markets's Brandon Nispel, CFA even believes the stock is still expensive relative to peers, given challenges across "just about every one of its businesses." Disney, which has fallen over 17% since Iger's return last year, is in the midst of a revamp that includes streaming price hikes, more ads and cost cuts. Investing Group Leader Tech Stock Pros warned that Disney's comeback story will take longer, although JR Research believes the market has been overly pessimistic, given Disney's high-quality asset base. #disney #trader #investing

Two days ahead of earnings Disney appoints new CFO. What to expect? The company’s once-prodigious cable-television assets, like ESPN, are being hollowed out amid cord cutting and a weak advertising market, and Disney’s money-losing streaming business is in need of a jolt. The management is taking radical steps that could include sale of major businesses, like ABC. A key part of the recovery plan is also a significant price hike for streaming subscriptions and a crackdown on account sharing. Senior media analyst Tim Nollen is bracing for some rough results. “We expect the new Linear standalone segment to continue to decline from the loss of pay TV subs, and advertising to remain weak,” Nollen said in a Friday note to investors. “We expect Disney+ subs to be flat [quarter over quarter], but expect [direct-to-consumer] losses to improve to ($288m) on lower content spending and other cost-cutting measures. Experiences (parks) growth will likely slow.”

In a rapidly evolving media landscape, Disney's search for alternatives to the traditional TV business sparks curiosity. Experts suggest a merger could be their best move for staying ahead. Embracing change is crucial in the digital era, and this shift raises intriguing questions about the future of media consolidation. What are your thoughts on Disney's strategy? My thoughts and some experts opinion is there in the story below. Also lots of details on Disney Star's ownership. Thanks to Singhania & Partners LLP for all the help Link in comments #MediaIndustry #Innovation #Disney #TVBusiness #DigitalEra #StarIndia

🌟🎥 Disney's Fiscal Fourth-Quarter Report: Will CEO Bob Iger's Plans Save the Day? 🎬🏰 🔍 Curious about Disney's future? Wondering if CEO Bob Iger has a secret plan to turn things around? Get ready, because the long-awaited fiscal fourth-quarter report is here! 📊💼 💥 Brace yourselves, fellow Disney enthusiasts, as we dive into the enchanting world of economics. Prepare for a rollercoaster of emotions - from excitement to anxiety, and everything in between! 😱😍 📈📉 Will Disney conquer its streaming losses? Will it soar to new heights with its park investments? Analysts predict earnings per share (EPS) of 70 cents and revenue of $21.33 billion. 💰👀 🔒 Unlock the mystery surrounding Disney's efforts to tackle password sharing and potential asset sales. Discover the impact of recent deals, like the acquisition of Comcast's stake in Hulu. 🤝🔍 💼💥 But wait, there's more! Activist investor Nelson Peltz is knocking on Disney's door, seeking more control. Will the board be reshaped? The stakes are high! ⚖️📣 💡💭 Join us for CEO Bob Iger's interview on CNBC's "Closing Bell: Overtime" to gain exclusive insights into Disney's future plans! Don't miss the chance to dive deeper into the magic! ✨🎙️ ⚡️🌍 Remember, the world may be complex, but we're here to simplify it for you! Stay curious, question everything, and click the below to uncover the secrets of Disney's fiscal fourth-quarter report! 📰🔮 #Disney #EarningsReport #BobIger #Streaming #Investments #ActivistInvestor #CNBC #FuturePlans #Curiosity #SimplifyIt #StayCurious #QuestionEverything #ShareTheMagic https://lnkd.in/dQjqYTC3