Disney just fought off a shareholder revolt — but the clock’s still ticking

Disney just fought off a shareholder revolt — but the clock’s still ticking

Today, we're talking about Disney, the massive activist investor revolt it just fought off, and what happens next in the world of streaming. Because what happens to Disney really tells us a lot about what's happening in the entire world of entertainment. Earlier this month, Disney survived an attempted board takeover from businessman Nelson Peltz. While investors ultimately sided with Disney and CEO Bob Iger, the boardroom showdown made something very clear: Disney needs to figure out streaming and get its creative direction back on track. To help me figure all this out, I brought on my friend Julia Alexander, who is VP of Strategy at Parrot Analytics, a Puck News contributor, and most importantly, a former Verge reporter. She's a leading expert on all things Disney, and I always learn something important about the state of the entertainment business when I talk to her. Links: The Story of Disney+ — Puck News ​​Disney’s CEO drama explained, with Julia Alexander — Decoder Is streaming just becoming cable again? Julia Alexander thinks so — Decoder Disney Fends Off Activist Investor for Second Time in 2 Years — NYT For Disney, streaming losses and TV’s decline are a one-two punch — NYT Disney’s ABC, ESPN weakness adds pressure to make streaming profitable — WSJ Disney reportedly wants to bring always-on channels to Disney Plus — The Verge The Disney Plus-Hulu merger is way more than a streaming bundle — The Verge Disney’s laying off 7,000 as streaming boom comes to an end — The Verge The last few years really scared Disney — Screen Rant Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Today’s episode was produced by Nick Statt and was edited by Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Recode Decode: Ericsson CEO Hans Vestberg

Recode Decode: Ericsson CEO Hans Vestberg

Ericsson is maybe the largest communications technology company on the planet. This week, CEO Hans Vestberg tells Kara Swisher about the view from the top, and why he's excited about connectivity in the developing world and in cars. Later on, The Verge's Lauren Goode talks about our Code/Mobile conference and wearables, and Mark Bergen discusses Google search. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Okt 201550min

Recode Decode: White House Senior Advisor Valerie Jarrett

Recode Decode: White House Senior Advisor Valerie Jarrett

Valerie Jarrett is one of President Obama's most trusted confidants, and by extension one of the most powerful people in Washington. She talks with Kara Swisher about the tech industry, gun control, Congress and more. Later, Walt Mossberg talks about TV and the Internet, and Kurt Wagner discusses the executive turnover at Twitter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

In a special hour-long interview with Kara Swisher, Lena Dunham and Jenni Konner talk about their new newsletter publication, Lenny. The duo behind HBO's "Girls" offer their thoughts on feminism, online harassment and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Recode Decode: Microsoft EVP Peggy Johnson

Recode Decode: Microsoft EVP Peggy Johnson

Kara Swisher discusses the shiny, new startup-friendly Microsoft with its partnerships chief, Peggy Johnson. Plus, Lauren Goode on Internet publishing and Mark Bergen on advanced car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Recode Decode: Buzzfeed founder Jonah Peretti

Recode Decode: Buzzfeed founder Jonah Peretti

BuzzFeed is one of the most important and successful new media companies, tying together deeply reported impact journalism with content optimized for the digital age. Peter Kafka talks with founder and CEO Jonah Peretti, and later on, The Verge's Lauren Goode discusses the Apple event and Jason Del Rey dishes about mobile payments. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Recode Decode: LinkedIn CEO Jeff Weiner

Recode Decode: LinkedIn CEO Jeff Weiner

Like rivals Facebook and Twitter, LinkedIn is no longer just a social network, it's a content platform, a recruiting tool, a resume builder and much, much more. In the Red Chair this week, CEO Jeff Weiner explains how the company has grown and evolved. Plus, Walt Mossberg talks about apps for work and Ina Fried dives into the business of wearables. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Sep 201556min

Recode Decode: Marc Andreessen, investor and entrepreneur

Recode Decode: Marc Andreessen, investor and entrepreneur

Since founding Netscape more than 20 years ago, Marc Andreessen has been one of Silicon Valley's most influential figures. The entrepreneur-turned-venture capitalist talks with Kara Swisher about bubbles, politics, parenting and more, in an extended interview on this week's show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Sep 201559min

Recode Decode: Ex-Googler Erica Baker

Recode Decode: Ex-Googler Erica Baker

Google salary spreadsheet creator Erica Baker talks diversity in tech with Kara Swisher, Lauren Goode debriefs drones and Ina Fried discusses car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Aug 201556min

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