“Netflix Is Worth DOUBLE” - Bob Iger EXITS As Disney LOSES The Streaming War

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Valuetainment Episodes

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4.8 • 1.7K Ratings

🗓️ 19 March 2026

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bob Iger steps down as Disney faces major questions about leadership, strategy, and missed opportunities. The panel breaks down his legacy, failed succession plans, and how Netflix surpassed Disney despite its massive acquisitions.

Transcript

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0:00.0	Must remember, do not forget.
0:07.0	Remind me to bring photo ID.
0:10.0	Reminder, set.
0:12.0	Babe, can you make sure I don't forget my photo ID when I vote?
0:16.0	All right, love.
0:17.0	However you remember, you'll need photo ID to vote in the elections in England on the 7th of May.
0:22.3	Don't have ID. Apply for free voter ID today.
0:25.6	Find out more at electoralcommission.org.org.commition.org slash voter ID.
0:30.1	Bob Iger, okay.
0:32.4	I believe he is stepping down today, if I'm not mistaken, if we go to news.
0:37.9	Bob Iger at Disney's CEO, Transform I'm not mistaken, if we go to news, Bob Iger at Disney CEO, transformative leader,
0:42.6	you know, look at his tenure as a dynamic,
0:45.3	transforming leader with an asterisk or two.
0:47.9	And I don't know if the stories in the articles that we have,
0:51.9	but I do know, I think, today, he is stepping now. Tom, thoughts on this.
0:56.2	Well, as a dealmaker, Bob Iger got high marks. As building long-term valuation, his report card
1:04.3	didn't stand up to Michael Eisner. And the transition, Pat, unless you're walked to the door or you have a heart attack at your desk,
1:15.2	who is responsible for a CEO's transition, the CEO and their board?
1:19.7	No question.
1:20.5	Who has the ability to do that?
1:23.0	And Bob Eiger now has presided over not one, but two guys that come from the theme park side of it,
1:31.3	which I believe is the wrong way to focus. So my asterisk for Iger is, look, Chepec was not the guy
	...

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