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The Latest Breaking News from Bob Iger

Ride Disney’s Unusual Options Activity All the Way to $200

Walt Disney stock is up more than 22% in 2024. However, it remains well below its March 2021 all-time high of $203.02. Recent unusual options activity suggests there’s a bet to be made as it steers a course to get back there.

Barchart

Pat McAfee Opens Up About Calling Out ESPN Executive: ‘We’re at War’

Pat McAfee says calling Norby Williamson a rat was just a warning shot.

Sports Illustrated

4 takeaways from Marvel reportedly ‘retooling’ it’s cinematic universe

Some big changes are coming to the Marvel Cinematic Universe.

USA Today Sports Media Group

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Buy Disney Stock as the Magic Kingdom Makes a Comeback

It's no secret that Disney's traditional media empire is fading - but strategic moves into gaming and sports are a plus, not to mention exclusive rights to Taylor Swift's Eras Tour movie.

Barchart

Questions Surround Blockbuster Sports Streaming Joint Venture

Rivals, stations blitz sports-only approach of Disney-Fox-Warner Bros. Discovery partnership

Multichannel News

Requiems for Roku, Sumner Redstone, Jon Stewart's Career, the Pac-12 ... and Possibly 'Spulu'

Also in this week's 'Next Text,' the country music condemned take David Bloom up on his big 'Americana' recommendation

Broadcasting & Cable

Swift Bumps for Truth, Tucker's Treasonous Turn ... and a GOAT Vote for Bob Iger, Greatest Media CEO of Our Generation

Oh yeah, in our latest 'Next Text,' we babble on about the big Disney/Fox/Warner streaming rollup, too

Broadcasting & Cable

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Disney to Invest $1.5B in Epic Games

The two will collaborate on games and work to create a metaverse-like “open entertainment universe” for Disney characters and stories

TV Tech

ESPN, Fox, Warner To Team Up This Fall On Sports Streaming Deal

The plan includes ESPN and other linear sports networks. Separately, ESPN eyes next year for its own direct-to-consumer launch.

Kiplinger

Disney gets stock bump after talking Fortnite, Taylor Swift, Moana

At Disney's earnings call, CEO Bob Iger shared plans for a major investment in an Epic Games partnership. Also, a new Moana movie is heading to theaters, and Taylor Swift's concert film to Disney+.

WEKU

Two big Marvel movies are missing from Disney's 2025 lineup

Blade and Thunderbolts were not mentioned in the recent Disney earnings call

Total Film

Taylor Swift's Eras tour is coming to Disney Plus, and it's got bonus content that Swifties won't want to miss

Disney Plus has scored a huge streaming win with the exclusive rights to show Taylor Swift's The Eras Tour.

TechRadar

Star Wars finally sets its return date to the big screen, 7 years after The Rise of Skywalker

The Mandalorian & Grogu movie gets a release window

Total Film

Disney Tries Games Again, Taking $1.5 Billion Stake in Epic

Media company’s storytelling to be integrated into a new ‘Fortnite’ universe

Broadcasting & Cable

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Broadcasting & Cable

Disney’s Bob Iger Minimizes Impact Sports Venture Will Have on Cord-Cutting

Direct-to-consumer ESPN will have different features from joint venture

The Guardian - AU

Surprise Moana sequel to hit cinemas this year, Disney announces

Moana 2 initially developed as TV series, but studio so ‘impressed’ by the footage it decided to turn it into a cinematic follow-up

Tom’s Guide

Disney announces Moana 2, EPSN streaming platform and more during earnings call

Disney’s first-quarter earnings report reveals a slew of new projects in development and the surprise announcement of Moana 2.

Total Film

Surprise! Moana 2 is coming and it's less than 9 months away

Not to be confused with the live-action remake

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The Guardian - US

Disney invests $1.5bn in Fortnite maker Epic Games to create new ‘universe’

Deal comes as the company reported an increase of 49% in profits and picked up Taylor Swift’s Eras Tour movie for streaming

Multichannel News

Cost-Cutting Gives Disney an Earnings Boost in Quarter

Core Disney Plus subs down, DTC losses decline, ESPN DTC version coming in fall 2025

International Business Times

Networks Unite To Create New Sports Streaming Platform

ESPN, Fox and Warner Bros Discovery have reached agreement on a new streaming platform for live sports content, the companies said on Tuesday.

The Guardian - UK

The Guardian view on film sequels: an infinitely expanding universe with no room to breathe

Editorial: For the good of everyone, there is a time to call time on success – take it from the Guardians of the Galaxy

The Guardian - US

Mutiny at Disney? Bob Iger’s fight to right the ship faces showdown with shareholders

Summoned out of retirement to right the company, Iger faces shareholders who want to shake up the board

Broadcasting & Cable

Nelson Peltz Formally Kicks Off His Latest Disney Proxy Battle: Bob Iger's Management Team 'Saw That Streaming Was Coming and They Did Nothing!'

Activist investor asks shareholders for his nomination, along with former Disney CFO Jay Rasulo, to the Disney board

Fortune

What could Bob Iger be looking for in Disney’s next CEO?

With a sinking share price and intense competition in the streaming wars, Disney may not be looking for a Bob Iger 2.0 to take the company into the future.

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