Disney Shareholder Engagement Presentation Deck
Pixar, Marvel and Lucasfilm acquisitions transformed Disney ...
LUCASFILM
POXAR
"When Disney first announced the acquisition,
analysts were skeptical. Some felt that Disney
had paid too much for the animation studio"
CNBC¹
MARVEL
"Marvel has already had a massive run-up
some 70 percent over the past 2 years, and up
some 25 percent year to date. This of course
raises the question of whether Disney
overpaid"
CNBC2
"Iger's string of deals during his tenure as CEO acquiring Pixar,
Lucasfilm and Marvel - before Fox were some of the best
acquisitions in the history of the media industry"
- CNBC4
"Analysts Laud Disney's Lucasfilm Acquisition
Despite High Price Tag"
- The Hollywood Reporter³
... and all were tagged with the “Disney overpaid” narrative which has
proven to be highly inaccurate
"14 years, 4 acquisitions, 1 Bob Iger: How Disney's CEO
revitalized an iconic American brand"
- CNBC5
1 CNBC, Bob Iger says Pixar was 'probably the best' acquisition he made during his tenure with Disney, 12/21/21; 2 CNBC, Why Disney's Surprise $4 Billion Marvel Acquisition Makes Sense, 08/31/09; 3 The Hollywood Reporter, 10/31/12;
4 CNBC, Disney board exposed itself to activist intervention, but Peltz may be overreaching, 01/12/23; 5 CNBC, 08/06/19
8View entire presentation