Lou Whiteman
π€ SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
Streaming was a $2 billion-plus loser back in 2022.
It's now a profitable business, $1 billion in profits.
I think he gets a lot of credit for that.
Part of that is just maturation, so I don't know how much credit.
Here's the thing, though, the stock price
really liked his first tenure more than the second.
The stock has done nothing.
How much of that is him and how much of it is, again, the maturing business and the market's losing faith in that core television business?
I don't know how much credit to give him for his accomplishments or how much fault to give him for his
failures with the stock market.
I will say this, he was a steady hand at the ship.
The question now is, will he become Howard Schultz?
Will he actually go away?
Will he come back again?
There's even rumors he's going to run for president, which again would, I guess, get him off of Disney's case for a while.
We can talk about what this means for Disney afterwards, but we really need for him to either walk away or stay involved.
And the worst scenario is a repeat of last time where he kind of didn't need it either.
And that didn't work out well.
One thing on those 100 candidates, Balderdash, there's no way they had 100 candidates.