$80 is the floor for a lot of limit order, so if/when the price dips beneath $80, who knows where the bottom is. something to think about as the hardships haven't even begun yet.

The longer he stays... the further the decline will be. I just cant stand so many talented people being let go. Films and shows deteriorate, Revenue drops, profitability plummets...all the while, management goes on with raises and shares of stock... — read more 

All but a done deal with Nexstar Looks like it's only ABC, no other properties included (for this deal) Likely to close in the coming weeks, probably sooner Not ideal for Disney but warranted given a desperate situation

https://twitter.com/DiscussingFilm/status/1704127811399856601

ABC and ESPN ratings down 40% from last weekend FY ends Sep 30 Multiple rounds of cuts starting as soon as October, no later than end of December No confirmed total numbers but in the 5-digit territory Studios and DGEC to be hit hardest and most... — read more 

The only 2 offers for the linear division are from nexstar and byron allen, either of which are valued less than we are going to have to pay for Hulu. Let that sink in…

There's no money for employees, writers, or actors, but there is always money to pay out executive bonuses. Which keep increasing. The greed of those on the top will end Disney.

GEC could be sold off to nexstar for pennies on the dollar. Putting those of us who remain with the new owner in the same category as the CW. I think about where this company was 10 years ago, let alone 3 years ago, and I’m just like WTH happened?... — read more 

Everyone in the linear industry knows John Malone has been making cable deals since the 70s, and he's currently the primary stakeholder in WBD as well as Charter who is going hard after Iger right now. Meanwhile, Comcast is pushing the Hulu sale up... — read more 

that was painful...

Hulu sale moved up to this month and currently valued at more money than we have on hand. Get your resumes ready. This is absolutely insane. https://deadline.com/2023/09/hulu-disney-comcast-stake-sale-timeline-moved-up-streaming-billion-1235537919/ — read more 

...massive layoffs are almost certain. I wish I was wrong, but all is pointing to this. Good luck all and Godspeed.

“Plaintiff brings this action derivatively for the benefit of Nominal Defendant Disney against certain of the Company’s current executive officers and directors aiming to rectify the Defendants’ violations of the Exchange Act and breaches of... — read more 

Get ready, folks. Today was an unmitigated disaster. Do what you must to prepare. More cuts are coming this winter and they're going to be deep.

I see a lot of bickering but the bottom line is almost a decade's worth of value has disappeared over the last 2 years and the only reason that seems to make any sense is the one that gets SOMEONE here hot under the collar. If you have another... — read more 

50+ scripted originals added to D+, evading SAG-AFTRA and WGA strikes. hopefully this drives growth but if I were a union member I'd be furious. https://deadline.com/2023/08/disney-plus-emea-50-originals-target-edinburgh-tv-festival-1235525953/

The alternatives are video reach on short form platforms such as those from Meta, X, Alphabet and TikTok. These platforms are certainly growing in audience importance and ad loads. But they are very different in how they work. Watching a show or... — read more 

Disney is a behemoth that owns most of the primary entertainment franchises of the last 60 years. It’s not wise to bet against the house of the mouse, but Iger knows how to read the market. He knows ESPN and ABC are widely respected sources of news... — read more 

“It’s a whole different concept, and I just totally disagree with it, and I know my dad and Walt would also very much disagree with it. It’s a disgrace [that the studio is] trying to do something new with something that was such a great success... — read more 

Ok, so Disney has about $10B in cash and another $10B in available credit, roughly $20B in available monies. The floor for Hulu is valued at $9B. Assuming they don't lose any more money and assuming The Marvels turns out not to be a success on the... — read more 

Lansberry said Disney has “about $11.5 billion of cash on our balance sheet. We’ve got $10.5 billion worth of revolving credit facilities and commercial paper. And we will have plenty of future cash flow to help fund all of this going forward.” Of... — read more 

Walt Disney has created a task force to study artificial intelligence and how it can be applied across the entertainment conglomerate, even as Hollywood writers and actors battle to limit the industry's exploitation of the... — read more 

In a post that was previously removed from this board for some reason, it was noted that Tom Staggs and Kevin Mayer were brought back into the fold by Bob Iger to assist with the sale of their linear division(s). I left a reply on that post noting... — read more 

early buzz is that earnings are looking... not so great. obviously. but also talk iger and team may announce going the meta route, meaning more layoffs to show wall street they're serious about savings. hulu/d+ will merge in december so that's likely... — read more 

The Walt Disney Company is not letting up when it comes to slashing budgets and just laid off half the employees of an entire department of Marvel Studios. https://insidethemagic.net/2023/08/disney-just-laid-off-marvel-employees-nk1/

I'm seeing two sides of Disney culture seemingly at odds on this board, only one of which I've experienced first-hand. I'm not even sure this is a conversation we're allowed to have on here because every time it comes up, the thread gets deleted... — read more 

Dear Mouse House, Let’s start with the basics: You have too many studios and too many outlets. What you need is ABC (while it’s still profitable even though it’s declining), Disney plus and some form of adult premium content like HBO, which we... — read more 

This is by far the best example of how this management is destroying Disney. Yes, I know the movie is a vehicle to promote our theme park, but it still makes no sense to release it outside of the Halloween season - even if Barbie was not part of the... — read more 

... — read more 

With all the talk of demographic diversity being of paramount importance to success in the business boardrooms, as well as in government, it seems diversity of views as a strength has fallen to the wayside. A diversity of demographics should in... — read more 

I really wish they realized that removing content will only cause us to lose more subscribers. No amount we get to save by removing shows will make up for the distrust that's going to create among the people who pay for our services. People pay for... — read more 

Disney’s Bob Iger criticized after attending NBA games amid mass layoffs The Wall Street Journal wrote an extensive article on Iger‘s return to the company as CEO. The article was entitled, ‘Bob Iger Isn’t Having Much Fun.’ But criticism has ramped... — read more 

I have lost count of how many Disney movies have lost money in the last several years. And, I now have a bad feeling about the up coming movie Snow White and the 7 Oddities.. Does anyone think there is a connection between a movie viewers... — read more 

https://www.thestreet.com/markets/mergers-acquisitions/analyst-expects-disney-to-be-bought-by-this-tech-giant

Disney CEO Bob Iger said there will be a pullback in content spending and creation for the Star Wars and Marvel franchises. People are tired. Disney forgot how to make original content, it's all about these two properties now. I love Star Wars... — read more 

Hi there, My name's Yowei Shaw and I'm a journalist working on a story for the podcast This American Life (www.thisamericanlife.org) about layoffs, after getting laid off myself from NPR... — read more 

ESPN’s Stephen A. Smith is wondering if he too might soon be out of a job. Smith, host of the network’s sports debate show “First Take,” saw several of his high-profile colleagues — including Jalen Rose, Jeff Van Gundy and Keyshawn Johnson — laid... — read more 

Reminder that Iger's bonuses are heavily predicated on ESG score, not company performance. Investors don't pay him to run a successful business that keeps people employed. They pay him to push a political agenda that has been demonstrated to cost... — read more 

I work in the HR arena but I continuously hear many in our departments are going to be cut. While we are always in the dark with everything, I’m starting to believe it could be true. I’m hearing this could be DPEP and GHRO for casting and other HR... — read more 

National Geographic has reportedly laid off its last staff writers and will no longer be sold on US newsstands. Nineteen editorial staffers were affected by the layoffs, the Washington Post reported, and several staffers confirmed the news on... — read more