Part 13/14:
As Disney faces the culmination of its fiscal year, internal struggles, project setbacks, and investor pressures paint a complex picture. The upcoming earnings call will reveal much about the company’s financial resilience and strategic priorities.
Simultaneously, the internal power struggle between management figures—including Bob Iger, whose renewed contract extends to 2027 (and technically until 2032 under certain provisions)—and activist investors like Peltz could be the defining industry story of the season. There’s a clear indication that Disney's leadership is at a pivotal juncture, balancing creative ambitions, financial realities, and shareholder demands.