Billionaire Investor's Plan To Make Disney Great Again
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- Опубликовано: 8 июн 2024
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After committing a series of strategic blunders over the past 3 years Disney's financial and stock price performance has lagged many of its peers. This recently caught the attention activist investor Nelson Peltz who took a position in Disney stock. He is seeking seat on the company's board of directors and wants to make significant changes to Disney's strategy.
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0:00 - 2:29 Intro
2:30 - 12:50 Peltz’s arguments
12:51 Disney’s response 
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Bro that Ad segue was on point 😂
segway*
@@TreCayUltimateLifeno, unless there was a mall cop in the video that I missed
@@th3oryO wtf is wrong with you mom bro
Straight ripped him up!😂" not rich in hair " damnnnnnbbbbbb
@@TreCayUltimateLife wrong!
Absolutely elite segue to the sponsor segment
Uncalled for considering Peltz has elite hair for a man in his 80s lol
Let Iger go down with the ship so he doesn't keep his fake legacy that he was a good CEO. Destroyed everything he purchased
The problem is that other companies could purchase parts of disney. And not only the locals like Universal or the like, they could be purchased by a company like Tencent or a Middle Eastern investment fund. Next thing you notice ABC stands for Al-Arabiya Broadcast Company and Disney world becomes the World of Warcraft Land or something as stupid as that.
Hey man! Iger is just trying to look like an activist with other people's money
@@RERM001 You would wish WoW Land, nowdays probably more likely TikTok Land.
this user is certified spitting truth. spoken like a true floridian.
The vid is a bit late, isn't it? Iger has already won the vote.
Yep 😂
Yes. It takes time to put a video together with this quality.
Aaaand instantly went red. What was with that weird scripted ai voiced earnings call?
Yep and I believe the Disney stock lost even more of it value after Iger win
@@Deriv44 stock price represents the emotions of rich people. It doesn't actually reflect the value of the company. If the rich people wanted him on the board and were disappointed that will show up in the stock price. But their emotions will change.
There's always some genius who thinks they know what movie viewers want. As legendary screenwriter William Goldman said "nobody knows anything" -- you pay creative people you believe in, then you pray -- that's the movie biz.
I think that's still more reliable than just assuming what they'll want
I think you nailed the problem. Disney hired a bunch of "creatives" based on their ideology, not their creativity and are paying the price and will continue to do so for the foreseeable future. They've created one quasi-successful IP in the past 10 years (Moana) and absolutely butchered 10x as many existing properties.
@@MrXGames it's a poor idea to blame creatives when I've seen so many great IPs ruined by corporate trying to do things cheaply.
@@sandran17 We're talking about Disney at the particular moment and as the video states, they don't do anything without spending $200,000,000. So blaming it on them being "cheap" ain't it.
I know what movie viewers want and they want the classic Hollywood Studio System of the Great Depression and WWII which will be coming back after Disney and the media giants get broken up under antitrust and the major studios are handed back to the families of those great movie moguls like Harry Cohn, the Warners, and the great Louis B. Mayer. Movie stars will be contracted to only one studio at a time again and MGM will once again reign with "more stars than there are in the heavens" as the dream factory that once had Clark Gable, and where Judy Garland danced down the Yellow Brick Road.
Disney over pays for subpar talent that produces movies no one wants to see. A receipt for a failure. Disney will continue to fail until they return to making quality content people want to see.
That's right. It's just terrible sequels of older stuff complete with some woke message jammed in there. In Moama they wanted to make the character thin because it was thought BY WHITE AMERICANS that it was somehow offensive to have him fat. The pacific islanders fired RIGHT UP saying its realistic to their race and ridiculous to change it. They're damn big people, I've worked with plenty.
Saving this
@@OffGridInvestor No please anything but women and brown people, anything but that.
It's also true that when they have a good movie they fail to promote it. Pixar has still been producing some decent original movies - coming out of the pandemic they gave Pixar the straight to streaming treatment. For example Soul should have had better promotion and been released to theaters.
@@SpottedHares when most people complain about "woke" in media it ain't about women or non-white characters.
It's about ham fisted dialogue, preachy messaging, tokenism and overall poor writing quality.
If you really think the problem people have is women and non-white characters. Ask yourself why films like Blade, black protagonist, and Alien, female protagonist, are beloved by many of the same people complaining about "woke" movies.
that ad placement was diabolical. haha
Based on Iger's board vote, Disney is happy to continue committing financial suicide.
Like you'd know
Disney makes 5 billion in free cash flow in 2023.
Some dude on youtube "fINaNcial SuIcIDe" 🥴
Everyone does now
@@samsonsoturian6013 we knew
When media numbers are in clear and out in the open, EVERYONE KNOWS, my boy.@@samsonsoturian6013
Everyone knows that an organisation works best when no one dares to question the highest leadership and those who are supposed to provide accountability are actually just yes-men.
It’s really easy to say that. The hard part that’s invisible is that everyone has a voice now… internet has and will forever remain tense within pleasing LARGE AMOUNTS OF PEOPLE… so their entire well everything depends so much more on it pleasing the masses, but that’s just the beginning, now they have to please influential people… even if it is great, and a few popular people don’t like it, millions lost. So we all just don’t know wtf to do in this time so yes men became a problem…. It’s a cycle that’s wearing itself down by the day but only getting worse?
My prediction for the future. Small businesses are and will be the normal… and large corporations will merge and pretty much dominate. If ya ever seen Idiocracy it’s a pretty accurate representation and indicator of how we think technology is good… which it is. But it falls under the category or drugs. Some technology can cure, most can devastate and manipulate. But it comes to will power like drugs…
Talking about Tesla?
The ad placement😂😂😂
Thank God the billionaire investors are coming in to save the day like they always do 🤣🤣🤣🤣🤣
Iger's 2023 pay package included a base salary of $865,385, stock awards totaling $16.1 million, $10 million in stock option awards, $2.1 million in performance-based compensation and $2.48 million in other compensation, according to The Walt Disney Company's annual proxy statement.
Disney was once considered an American institution. Now it's just a company. Answer is: don't care. Either they improve their sh*tty movies or they don't. If they don't they fail. And no tears shed.
Yup. Iger "fixing" problems he created isn't going to work. Walt Disney left us a great legacy. We can just enjoy that.
Fresh face? Nothing projects freshness like the face of an 81 year old man.
Shots fired on the advertisement.
Thank you for this very educational video! I didn't know about most of this stuff, so I really appreciate the way you brought it all together.
Big media companies all trying to make their own streaming service is literally the death of streaming.
how does youtube algo know that viewers of this channel are bald?
Cut content, raise prices. A flawless strategy that will surely work
Remember 355 days ago? Back then, everybody thought that the proxy-war was over.
...and then, Disney didn't improve... So, is this really over? .....
As a consumer Disney feels so much less premium than 10 years ago, for so many reasons
That ad read 😂😂
Fewer, not less. Can it be enumerated? Fewer sequels. Less sand, less water.
Wth should have sent this out a month ago dude
Step 1 : fire artists
Step 2 : use IA
Step3 : ???
Step4 : bankrupt
That ad 😂😂😂 hope he doesn't watch it 😂
Thx to Nelson Peltz Disney has recovered somewhat. Unfortunately there is so much passive investment nowadays (ETF) that a good thing has turned problematic. As soon as companies are in an index, their stocks get bought no matter what. Activist investors like Peltz keep companies responsible
24 hours later, Marvel announces a gender-swapped Silver Surfer. Yeah, they are changing alright...
The internal drama at Disney is honestly more entertaining than anything else they produce.
Love the random Damascus Bali song 😂🔥
12:28 hedge fund managers not using accounting tricks 😂 I've got a Francis Scott Key bridge to sell you
People talk about liner television decline, but something i noticed about that is the lack of shows that are just kick back and watch shows. Sometimes i might just have episodes of old "characters welcome" era of USA Network running almost in the background, but now i can't really think of shows streaming or broadcast that fit that role anymore. Yes we have dick wolf turning out 5 new shows and 10,000 new episode a year, but i can't really point to anything else right now.
It almost as if Disney strategies was to flip tv and movies(for streaming at least). Expecting TV show to be big high cost events that draw in a lot in a short go, while also expecting movies to be a staple crop with people showing up over and over just to watch out of habit.
I saw this mentioned before that older shows had a lot of filler and most of the episodes weren't really that important to the plot. That's no longer the case which makes watching TV higher stakes. I'm all for this but not everyone is.
@@hiimjustin8826 it makes it hard to just have something playing in the background or just zoning out after a long day.
@@SpottedHares Yeah that's true. We watch a lot of like crime shows and cooking shows when it's late to unwind. Some shows require too much focus for just before bed.
No matter what Wish you're referring to they were both failures and I hope wish shareholders get some sweet revenge
Corporate raiding rarely ends well
The content costs for DTC is higher and subsidized by the rest of Disney
People don’t wanna pay money for something that they can watch on TV. Basically everything is streaming now so if Disney wants to keep their heads above water, they need to start making fire content like they used to and stop charging asurb prices
So basically make Disney even worst than what it already is. Does he have a plan to actually make any money or just cost cutting?
Me: *reads video title* "Oh man! I gotta hear this.
Yes, make it affordable again first, eh.
Disney can't be saved by a people who didn't create it.
this did not age well and it’s like hours old 😂😂😂
Disney keeps producing movies and shows that (financially and viewership wise) NOBODY CARES ABOUT.
kick a$$ content, as usual.
well, may be Disney should learn how to produce in quality and quantity while alert to costs - something only Netflix can teach them. Disney which produced all the top talent who had left disney to start their own production houses...shows Disney has problems with retaining talent, and seems to stick to produce only blockbusters in small numbers...
I mean, I've been saying the things about Disney.
Not sure if it’s fair to compare Wish and Super Mario, as the latter is a fan service movie while the former is a new IP.
Compare it to the dozen "Fan Service" IPs Disney had at its disposal and immediately drove straight into the ground then.
Basically anyone that doesn't watch ESPN on cable is subsidizing everyone else that does...
Another happy merchant
>
(X)
Happy to feed woke ideas to your kids. The thing about media is that propaganda merchants never cared about profit.
MDGA!
Shoutout to Nelson Peltz for his absolute smokeshow daughter Nicola
But terrible actress
The keeps plug alone was worthy of a like! Great content.
Disney killed Star Wars, Marvel and the Disney/Pixar animated movies. How?
Diversity, representation, Inclusivity, characters gender swap, made a lot of them gay/lesbian etc.
Perversion of the source material and DEI (politics) are not what fans want to see so we just don't watch their movies.
nah
The excuse of people not wanting to pay for tickets cause of streaming services doesn't apply to disney. No one wants to pay for their movies cause of their recent delve into 🧚♀️
I rather let bob iger go and find someone who will make movies good
isnt Peltz the father of the Beckham kids wife?
Nicola peltz, why even ask when you can look it up
Disney plus launched in international markets with Hulu content long before 2023. Disney acquired Fox in 2019 and comcast entered into an agreement with disney to cede control that same year. That would indicate the plan was to merge Hulu with disneyplus. Nelson Peltz did not give them this idea
12:19-12:30 I totally disagree with your statement. Some people enjoy cable/satellite TV. Streaming services are pushed onto to consumers. The cost of streaming services has become just as expensive as traditional cable tv. There’s this false narrative that consumers are cutting the cord. Streaming services has many problems people are not talking about. Why don’t you talk about the Cons of streaming services?
Over and Kath would have to leave to save Disney
disney needs to stop remaking all European stories with exclusively diverse casting choices. no one wants it and it hasnt worked
hahahahaha
I would give up my modest retirement savings to have hair like Peltz. Of course he probably spent more than I have in said savings to get it so….
Go woke go broke
How’s that working out for Tesla? Go fash, lose cash.
@@KAlovesherkitties Well my brother's company is fash and thriving.
just fire KEVIN feige
Did the MAGA bot army hit this video? The comments are predicable.
Of course. It almost made me not want to watch this video but it’s not as extreme as the comments to the video.
Disney went Woke so now let it go Broke
Sad that Disney has gone so woke
Little late on the video haha
They went woke. That’s why they suck.
Aren't you late on this topic? Iger won with over 75% of the vote. I get quality over quantity but you should have uploaded this last week.
disney has taken over hulu already and has rolled it over to disney and also iger has done over 50% of what peltz wrote in his document before the vote
He Lost!
Everything is a cost of living and never stops going up. While the earnings never even took off. So what money is it you want me to spend? Screw your company
Admittedly happy with Iger winning here, i dont trust the investors here.
The real question is why make Disney+ at all. They already had the stake in Hulu, so they should have made Hulu the exclusive home of Disney content or whatever.
Having both does seem pretty stupid
The Disney name is surely stronger just in terms of global recognition
I don't think it's possible to make Disney great again, they've burnt most of their bridges with the woke trash
Worst timing for a video ever...
I am very impressed with the content on Disney+. I almost feel bad about having shared my login with the rest of my family.
NGL, I sold my US companies and I really think the vast majority of US labor reliant businesses are in deep trouble. the cost and quality of US labor is horrid and the regulators, payroll taxes, and cost of living BS has basically doubled the cost of labor in the last 5 years from low wage to high wage employees vastly aren't appreciative of their salaries which are multiples of so much of the rest of the world which vastly works harder outside of europe..
I think this decade its all about not leveraging US labor if Ai generated stuff or finding ways to sell into the US from foreign produced content and product, that may be better but thinking about all the people costing the company so much money, its just hard as hell for companies like Disney to think that they have a shot in hell at making foreign revenues. 10 years ago I felt that Disney with so many titles and so much content was so far in 1st place but here they are doing what..
I think there needs to be some major production competition that can be far more cost effective and educational or parent liked than what Disney does. Disney left servicing just kids and is trying to be an everything media company and has abandoned its core.
Disney went woke😂
Occult symbolism in Walt Disney, the 33rd degree Freemason.
That leaked "Snow White" photo showed how bad things are.
They need to remake Hunchback... for modern sensibilities, add "diversity". Call it the Blunchback of Blotre Blame, call me Mr. Iger, I got modern solutions.
Didnt even touch any of the controversies plaguing Disney and the bad press they've been getting....
Disney mostly did this to themselves. Get rid of "DIE" stop using inexperienced directors, producers, writers, and artists this will take care of the budget over runs. Fire the existing board and CEO and most of the executive producers. Return the company to making a profit instead of trying to change the world. Personally, I would get rid of the streaming service that was never their thing and a hole in their pocket. if these things are not done, they are just wasting time.
Not a word on the woke garbage politics that's the root of Disney's problems.
Of course not. Too corporate to see the REAL problem here in CONSTANTLY destroying classics with total junk sequels with a HEAVILY overlaid woke message to the point it diverts the entire story and ruins the movie.
bing bing bing! magical how that was mist under all of this, the most obvious thing everyone complains about.
Hollywood in general has a big problem with that, too bad the rest of the none hyper urbanised western world don't like it.
Nah has nothing to do with woke, they're just giving these movies too high budgets. dial of destiny had a 400 mil budget while temple of doom only had 20 mil. Not every film has to have an avengers level budget.
Universal has been releasing alot of low budget films that have been blowing up and when they flop they dont lose as much money.
Everything everywhere all at once which starred an older chinese woman and her gay daughter only had a budget of 15 mil and made 150 mil.
Maybe there's not a word because successful business is more complicated than simply refusing to change with the times.
I’m glad they’re failing with all the woke crap they produce.
Just fire the DEI department and get passionate people to write the stories, without worrying about representation, just the best stories and characters and you can fix these powerful franchises.
This is not "anti-" representation take, but stop making that the main selling point
Odd that you avoided dei/esg. You can touch on it without getting too political. But to skip over it makes you look silly.
Go woke...
No mention of disneys woke nonsense?
Woke = Broke
Stop with the stupid in video ads or we unsubscribe.
Dude just get the sponsorblock plug in that autoskips this garbage
I just double tap the right side of the screen about 4 times to skip 40 seconds.
@@grettirgrattmards2348 nah none of the 3p apps work for me on a Fold5. Like Revanced, Libre, etc. Comments and shit never work right.
So are you donating to his patreon? Didn't think so, so you can't talk.
The video completely ignored the political aspect of Disney's problem. They've been pushing the woke agenda for a couple of years now. Many people just don't like this. Disney once made movies that truly tried to reach the younger audience and each movie was "magical" and taught important life lessons. But now they just make movies that are straight propaganda.