Disney Shocker! Bob Iger Back As CEO, Bob Chapek Out

[achilles]

Iger from reports wants to sell off FX , FXX and National Geographic as well as ABC.

I'm sure he does. His problem is who wants to buy them? And at what price? My feeling is that Apple and Amazon might be interested in some of their companies...at the right price---Disney has very little leverage over any of that at this point.

[Username taken]

Iger from reports wants to sell off FX , FXX and National Geographic as well as ABC.

There's something to be said about Disney being too big.

For example, i didn't even know they owned FX. Why did they acquire all these companies?

[Username taken]

I'm sure he does. His problem is who wants to buy them? And at what price? My feeling is that Apple and Amazon might be interested in some of their companies...at the right price---Disney has very little leverage over any of that at this point.

If the goal is for Disney to cut costs, the pricing of those companies is less important than just getting them off their books.

That is IF cost cutting is their main goal.

[80sbaby]

There's something to be said about Disney being too big.

For example, i didn't even know they owned FX. Why did they acquire all these companies?

FX is a part of the Fox acquisition.

[Username taken]

FX is a part of the Fox acquisition.

Ohhhh....yeah.

It's early morning here and my brain is still a bit cloudy here..LOLOL.

[achilles]

If the goal is for Disney to cut costs, the pricing of those companies is less important than just getting them off their books.

That is IF cost cutting is their main goal.

Cost cutting is the method, but not the goal. Eiger's got some sort of metrics he's got to meet, probably to do with stock price, EBIT, park attendance, hotel bookings, ESPN ratings...whatever. If he meets them, I assume he gets his incentives, amounting to many times his stated salary. So whatever he has to achieve for that is what he's aiming for, and since there's no way to rebuild the many franchises Disney has ruined or quickly increase park attendance, cost cutting must suffice for now.

[useridgoeshere]

With accelerated cord cutting, all these networks are losing valuation every day. Lower carriage fees, smaller audiences, higher production costs, and shifting advertising budgets to more impactful media options for younger audiences.

I view FX as a content provider for Hulu. If the branding "FX on Hulu" isn't driving unique subscriptions to Hulu, there's really not much point to keeping it.

Nat Geo is a pillar on D+, but maybe it doesn't drive subs either.

I think ESPN is doomed, too. There's no current model that makes it profitable as a streaming service and the only valuable content (live sports) is so freaking expensive.

[SUPERECWFAN1]

I can see Iger wanting to provide and get paid to supply content to FX and FXX. Same with ABC