The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23
The Exchange
00:00
Streaming Stocks
Iger was talking about his predecessor, Bob Chapek, and the decision they've made to reorganize the company. How you cut 3 billion in content, non-sports related content spend, that's going to be interesting to watch. The most important thing I heard yesterday is that he's going to look at bringing the dividend back modestly and then growing it over time. It seems a lot clearer now that just buying in what they don't own of Hulu, remember our parent company, Comcast owns 33% of Hulu, that is no longer assured at all.
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