Bob Iger's highest priority in our view is to re-establish Disney and its affiliates as the pre-eminent source of animated film. |
I think it's going to be very bad for their stock tomorrow. But the fact that they decided to hold a conference call for the first time indicates they are going to be more open with Wall Street in the future, which will help. |
It appears that Clear Channel has created value with the spin-off. |
It's a Darwinian experiment. Viacom is hoping that one or two hosts will be as popular as Howard. But Howard is a unique talent and he has loyal advertisers. |
It's a step in the right direction. |
Our guess is, it means the board of Time Warner has decided definitively to sell a piece of AOL, and that has upset Steve Case, |
Our guess is, it means the board of Time Warner has decided definitively to sell a piece of AOL, and that has upset Steve Case. |
Piracy has stabilized and strong online digital sales should reinvigorate earnings growth. |
The fact that there appears to be no oversight to ensure quality and accuracy is a big concern. |
The next 12 months are going to be very trying on Disney's bottom line. |
There are very few executives who can be a No. 2 guy for 20 years and then suddenly be comfortable making big, empire-changing decisions five months later, and this is one of those guys. |
There is no upside limit to great storytelling. That kind of storytelling is going to benefit the entire Walt Disney Co. |
These content companies go in and out of consolidation phases. There are periods when they go independent, and periods where they're acquired by bigger conglomerates. This is one of those periods. |
This is an example of his excellent management of Steve Jobs, and finding common ground between Disney's objectives and Jobs' objectives. |
This raises awareness and gives Disney a physical presence in China. It is a great beachhead for promoting the Disney brand. |