Disney Under Siege | The ‘Bob’ of It All | 3

Business Wars

Wondery

History, Business, David Brown, Management

4.6 • 13.2K Ratings

🗓️ 25 December 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bob Iger has held the keys to the Disney castle since 2005. The last time this larger-than-life CEO tried to leave, an entire proxy battle broke out under the nose of his successor. Now, with Iger’s contract up in 2026, the entertainment industry (and Wall Street) are wondering who — and what — will come next. Sean McNulty, co-host of The Ankler Podcast, joins David to break down Disney’s next steps, and whether Iger can finally land the plane on his successor.

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Transcript

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0:00.0	Wonderly Plus subscribers can binge all episodes of Business Wars Disney Under Siege early and ad-free right now.
0:06.7	Join Wonderly Plus in the Wondry app or on Apple Podcasts.
0:15.0	I'm David Brown, and this is Business Wars.
0:37.1	Thank you. I'm David Brown and this is Business Wars. The recent boardroom battles at Disney were intense, to say the least.
0:44.1	Plenty of large and powerful personalities competing for their seat at one of the most influential tables in the whole media industry.
0:51.4	And although Disney's CEO Bob Eiger prevailed once again, the House of Mouse is
0:56.3	still on shaky ground. For years now, the company's stock has had more ups and downs than a
1:01.5	roller coaster at one of their flagship theme parks. In 2023, the company pledged to cut
1:06.5	8,000 jobs as part of a $7.5 billion cost-cutting effort, which was supercharged by billionaire
1:13.0	investor Nelson Peltz and his investment company Tryin, when Peltz tried to take control of the
1:18.7	Disney board. Now, as Bob Eager plans his final retreat from the Magic Kingdom in 26, the board
1:24.8	is tasked with finding his replacement while trying to avoid another Bob Chepec situation.
1:30.8	He was the person ousted from the position of CEO after just two years when the board begged Bob Iger to step back in.
1:38.4	Here to unpack the recent news from Disney and beyond, Sean McNulty.
1:42.2	He's a reporter at the Ancler where he covers the business of
1:45.0	Hollywood. His newsletter, The Wake Up, shares commentary and analysis on the latest topics and
1:50.7	trends in the entertainment world. Sean also co-hosts the Angler podcast, where he's covered
1:56.0	Disney and its CEO shakeups at length. And today, Sean's taking us deeper into the fallout of these proxy
2:02.3	battles and exploring what a Disney without Bob Iger might look like. All that's coming up.
2:12.1	Business Wars gets support from Vanta, whether you're starting or scaling your company's security program,
2:18.1	demonstrating top-notch security practices and establishing trust, is more important than ever.
2:24.6	Vanta automates compliance for global frameworks like ISO-2701 and SOC2, and the latest European
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