Valuetainment - December 16, 2025


ļ¼‚Bob Iger Needs To Retireļ¼‚ - Disney CEO's Hypocrisy EXPOSED Over Netflix-Paramount-Warner Deal


Episode Stats

Length

16 minutes

Words per Minute

182.12799

Word Count

2,975

Sentence Count

302

Hate Speech Sentences

5


Summary


Transcript

00:00:00.000 Disney CEO Bob Iger's warning over Netflix and Warner Brothers.
00:00:04.620 Discovery deals.
00:00:06.020 Impact on consumers.
00:00:07.760 Oh, my God.
00:00:08.440 It's going to impact you.
00:00:10.340 Okay.
00:00:10.760 But you could go anywhere but Netflix.
00:00:14.040 Bob Iger just doesn't want Time Warner to go to Netflix because Netflix is going to be a direct competitor to who?
00:00:20.680 To Disney.
00:00:21.180 To Disney.
00:00:21.720 Rob, while I'm going and reading this story, can you do me a favor and pull up the market cap on Netflix and Disney?
00:00:27.360 Just pull up the market cap on Dostum while I'm reading this story.
00:00:31.000 Disney CEO Bob Iger warned Netflix deal with Warner Brothers.
00:00:33.720 Discovery could harm consumers by reducing competition in the streaming market.
00:00:37.500 Says the guy that bought everything.
00:00:40.320 What the hell are you talking about?
00:00:42.880 You bought up everybody.
00:00:45.220 Okay.
00:00:45.480 You, Bob, you bought up everybody.
00:00:48.340 You're the greedy CEO that was known as a guy that was making so many deals and nobody got in your way.
00:00:54.520 Now you want to come up and talk about monopoly laws and stuff like this?
00:00:58.360 Iger speaking on New York Times.
00:01:00.260 Deal Block Summit on Wednesday said the agreements, which include Netflix license and HBO content,
00:01:04.260 potentially distributing Warner's Mac service, risk creating a duopoly with Disney.
00:01:08.360 If you look at the deals that Netflix is doing with Warner Brothers Discovery,
00:01:12.500 it seems to me that they're trying to create a duopoly in the marketplace with Disney.
00:01:16.720 The Disney's chief argued that less competition could lead to higher prices and fewer choices for viewers.
00:01:23.120 Ultimately, consumers are going to suffer because there will be less competition yet.
00:01:26.860 And Netflix has struck multiple pacts with Warner Brothers Discovery in recent months,
00:01:32.280 including a deal to stream CNN's New Year's Eve coverage on there.
00:01:36.460 Reports have surfaced that Netflix's talks to bundle or distribute Macs in the U.S.
00:01:41.160 similar to Disney.
00:01:41.960 Iger suggests that regulators should scrutinize such agreements.
00:01:46.440 And by the way, why don't you say it, Bob, that you're siding with Trump?
00:01:50.800 Okay.
00:01:50.940 Why don't you say that you're siding with Trump?
00:01:52.940 By the way, while this is taking place, guess what Paramount is saying?
00:01:55.800 Paramount says money is no object.
00:01:59.660 Warner Brothers isn't convinced.
00:02:02.000 So will it happen or won't it happen?
00:02:04.360 Nobody knows.
00:02:05.400 Tom, is money an object?
00:02:07.340 Is Bob Iger full of it?
00:02:08.900 Is he playing politics?
00:02:10.360 Is he afraid of his legacy?
00:02:11.680 Or is he right?
00:02:12.340 Tune in next week for the next exciting edition of Avengers to find out the answer to these
00:02:17.240 and other burning questions.
00:02:18.400 Well, Paramount says money is no object, but you have to remember Paramount is, there's
00:02:25.580 a lot of people that are behind that.
00:02:27.540 And people are saying, well, Oracle's having this.
00:02:29.800 They got this financial circle they're running around with OpenAI and NVIDIA.
00:02:35.420 Stop.
00:02:35.720 This isn't about Oracle.
00:02:36.940 This is about all of the funders and investors that are behind it.
00:02:42.940 Money is no object, but not an infinite price.
00:02:48.740 That's the truth about that one.
00:02:50.940 And on the other side, what's really, really interesting, you know, Iger is speaking about
00:02:56.940 that.
00:02:57.700 How about we text Neil Mohan and ask him how Iger and them negotiated recently on ESPN?
00:03:04.320 Sure seems like that they were exercising monopoly power over sports, and they really were giving
00:03:12.280 YouTube TV a hard time.
00:03:14.580 But Neil Mohan held the line.
00:03:16.240 Remember we covered that?
00:03:17.320 Mm-hmm.
00:03:17.480 So it's like, now you go to a deal book, and suddenly, suddenly, you know, Bob Iger gets
00:03:22.780 religion and goes to deal books.
00:03:24.260 Oh, I don't think this should be, if there's, because remember, if you make another one big,
00:03:28.080 we could have a duopoly.
00:03:29.520 Well, that means if it's only you at the moment, then whoops, you're kind of monopolistic over
00:03:35.800 a lot of things here.
00:03:36.780 And you've also got, oh, wait a minute.
00:03:39.360 Now I understand why you were so upset with YouTube TV.
00:03:42.180 You own all of Hulu now.
00:03:44.640 Gosh, now I remember.
00:03:45.760 But I think what we're seeing here is that the regulators and where it's going to go,
00:03:52.740 never mind all the people trying to connect the dots on President Trump and, oh, did this
00:03:58.800 person talk to him, that Ted Sarandos talked to him, that Larry talked to him.
00:04:02.780 No, no, no, no, no.
00:04:03.720 I think it really comes down to the Federal Trade Commission needs to make it a group of
00:04:08.100 three.
00:04:08.840 Somebody's going to buy Paramount, because otherwise Paramount's going to hit the rocks.
00:04:12.500 Not Paramount, Time Warner, you mean.
00:04:13.620 Yeah, somebody's going to buy Time Warner.
00:04:15.620 That's right.
00:04:15.920 And they're going to hit the, and if not, that ship's going to hit the rocks and a whole
00:04:20.620 bunch of stuff's going to spill.
00:04:21.700 And the real issue is, what do we do with CNN?
00:04:26.420 And right now they're talking about, you know, putting CNN into that, you know, Warner Brothers
00:04:30.980 Discovery Global and make a little stock out of it and put it over there.
00:04:35.720 You know, so I think it's going to happen, and I think it's going to be Paramount that
00:04:41.560 wins it.
00:04:42.160 And it's not that money is no object.
00:04:44.400 It's just that they have the funding, and they can pull it off.
00:04:48.480 And I think, you know, there's a lot of reasons Netflix shouldn't be allowed to do this.
00:04:53.140 Okay, so can we pull up the market cap?
00:04:55.060 So Disney is worth today what?
00:04:59.060 200 billion almost.
00:05:00.840 What is the number?
00:05:01.720 Market cap?
00:05:02.480 No.
00:05:02.940 Okay, $198 billion.
00:05:04.640 All right, perfect.
00:05:05.940 Disney today is worth $198 billion.
00:05:07.420 Can we see how much Netflix is worth today?
00:05:10.900 Today, market cap?
00:05:13.200 $431 billion.
00:05:14.720 When was Disney started?
00:05:17.540 1950s?
00:05:18.820 1940s?
00:05:19.680 When was Netflix started?
00:05:21.440 30 years ago?
00:05:22.960 By the way, what was Netflix worth, Rob, if you can look it up?
00:05:27.340 10 years ago, 2015.
00:05:29.560 What was the market cap of Netflix and Disney in 2015?
00:05:41.620 What was the market cap of the two in 2015?
00:05:45.180 Watch this.
00:05:46.700 Netflix's market cap was $50 billion, okay?
00:05:50.880 Is what Netflix was worth.
00:05:52.920 Disney's market cap was $174 billion.
00:05:56.840 Mr. Bob Iger, you ready?
00:06:01.880 Netflix CEO, Reed Hastings, has taken a smaller company that got started in what year, Rob?
00:06:11.000 Late 90s, early 2000s?
00:06:14.300 He took a small little company, Netflix, that got started in 1997 that was a DVD company.
00:06:20.060 From $0 to $400, almost a half a trillion dollars.
00:06:27.040 10 years ago, they were worth $50.
00:06:28.880 You were worth $175.
00:06:30.180 You were 3X them.
00:06:32.140 You've stayed at the same valuation for 10 years.
00:06:34.420 Under your watch, Netflix has 10X'd in the last 10 years.
00:06:39.820 Maybe the operator needs to retire.
00:06:44.000 You.
00:06:44.360 Maybe it's time for you to simply retire, Bob Iger.
00:06:51.260 Five years too late.
00:06:52.400 If you would have done it in 2000 and never came back, this would have been a great story.
00:06:57.580 But for the guy that is saying, we shouldn't allow Netflix to do the deal.
00:07:00.940 And by the way, I'll tell you my opinion.
00:07:03.080 I think it should go to Paramount.
00:07:05.340 I think it should go to the Ellisons.
00:07:07.840 You know why?
00:07:08.640 Because I don't trust you.
00:07:10.560 I don't trust you, the way you're operating.
00:07:12.520 I don't trust the fact that you pushed out a couple people that should have been board members
00:07:16.240 and the fact that almost 80% of every money and donation you give goes to the Democratic Party
00:07:21.220 and you had people at the higher ranking that every single damn time I took my kids to movies,
00:07:26.220 I had to see and explain what the hell of a transgender is to my 7-year-old kid at the time
00:07:31.380 because you okayed it as a CEO.
00:07:34.460 How many times do we have to walk in the first 15 minutes of a flipping movie under your watch?
00:07:39.700 Buddy, you, Bob Iger, you did that to a great brand that we grew up watching.
00:07:48.240 And you're worried about this?
00:07:49.760 And now you're this noble socialist that a person shouldn't be doing deals?
00:07:54.040 Maybe let me share with everybody the deals, the great deals you did that we recognize.
00:07:58.260 And me, somebody that was a fan of your book, a writer of a lifetime, said,
00:08:01.260 man, you guys got to go read it.
00:08:02.460 One of the better executives we've had.
00:08:04.000 You bought Pixar for $7.4 billion in 06 from Steve Jobs.
00:08:09.360 You bought Marvel acquisition 09, $4 billion.
00:08:13.260 Steal.
00:08:15.480 Lucasfilm, Star Wars, $4 billion in 2012.
00:08:18.700 Steal.
00:08:20.600 21st century, 2019, $71 billion.
00:08:25.460 Hulu.
00:08:27.660 Disney Plus.
00:08:30.100 I can't go on with all the stuff that you've done.
00:08:32.140 You want to know what those things are worth today?
00:08:34.920 You paid $4 billion or whatever you did for Marvel.
00:08:38.180 You paid $4 billion for Star Wars.
00:08:42.300 It's estimated to be worth $40 to $80 billion.
00:08:46.140 Marvel today is estimated to be worth $50 to $100 billion individually.
00:08:50.380 Pixar, $15 to $30.
00:08:52.280 21st century, $60 to $100 billion.
00:08:55.060 Hulu, $15 to $30 billion.
00:08:56.520 ESPN, $70 to $120 billion.
00:08:59.800 According to the numbers that I'm looking at here, give or take.
00:09:02.680 Yet your market cap is only $198 billion.
00:09:06.000 Time to retire, Bob.
00:09:08.860 It's that time.
00:09:10.480 You retire.
00:09:11.320 You're going to be respected.
00:09:12.940 You're going to be enamored.
00:09:14.160 You're going to go down as one of the OGs,
00:09:15.620 one of the greatest executives America's ever had.
00:09:18.160 We've got to get out of the way today.
00:09:19.940 Because you're getting in the way of what this could possibly happen.
00:09:22.640 And if you don't, Netflix could school you.
00:09:25.900 And not only Netflix, YouTube could school you.
00:09:28.360 Independent creators could create content and cartoons that could school you.
00:09:33.700 That's what's going on with Disney today.
00:09:35.380 And that's my opinion.
00:09:36.420 And by the way, you know how much I believe in the long term of Disney without you?
00:09:40.800 A lot.
00:09:41.480 I just called my Goldman Sachs again.
00:09:42.940 I bought some shares in Disney about a month ago.
00:09:45.840 Because I think long term it's going to do well.
00:09:48.420 I'm going long, 20 years.
00:09:50.160 Because I know you're eventually going to step down.
00:09:51.480 And I hope somebody new comes in.
00:09:53.040 That's what I'm optimistic about.
00:09:54.900 Not short with you being here and you can't give it up.
00:09:58.060 It is time to walk away Bob Iger.
00:10:02.400 That's what it's time to do.
00:10:03.820 Anyways.
00:10:04.760 Sir.
00:10:05.760 Yes.
00:10:06.340 I got one last story to do before.
00:10:07.620 What it seems like you're not a fan of whatsoever, obviously, is the hypocrisy.
00:10:11.680 It seems like it's rules for thee, not for me.
00:10:13.980 You used to be a fan, I don't want to put words in your mouth, of Bob Iger.
00:10:17.280 What has changed in the last five years?
00:10:18.940 Is it just the complete destruction of Disney?
00:10:22.860 Is it the LGBTQ narrative that they're pushing?
00:10:27.140 There must be some hot button issues.
00:10:29.000 I've never seen you go this hard on a bike.
00:10:31.000 The only last story I want to do is Ilhan Omar and I want to wrap it up.
00:10:33.580 But I'll tell you, if you want to know where with this.
00:10:36.140 Yeah.
00:10:36.280 We're all going to experience this one day, okay, where you have to let go and let them do certain things.
00:10:47.480 But if you forget who the number one customer is, I was hopeful of who the two people that could be part of Disney's board.
00:10:55.900 We talked about this time probably a month ago or something like that.
00:10:58.420 And he went and lobbied everybody to not accept them to be part of the board.
00:11:02.340 I don't trust Disney's board today.
00:11:04.120 I don't trust Bob Iger today.
00:11:05.960 I think Bob Iger needs to step down.
00:11:07.900 And I think Disney, keep your, you know, whatever, 60, 40, liberal, you know, socialist, liberal, whatever.
00:11:17.020 Progressive.
00:11:17.720 Progressive people you want to keep on the board.
00:11:19.680 But all we're asking for is 40% conservative, logical people who have kids, kids, your product owners are family people, family, pro-family, pro-family is what the customers have been.
00:11:37.720 And you're disrespecting the pro-family customers that you've had for decades, that not you've had, that Walt Disney had, that you, after being there for 41 years, ABC, worked your way up, all the way up to being a CEO.
00:11:51.420 Applaud your accomplishments.
00:11:53.240 But it's time to step away.
00:11:54.340 Like I said, Chuck Schumer, LeBron James, and Bob Iger need to retire.
00:11:57.780 Those three need to move to the next phase of their lives.
00:12:00.020 With that being said, guys, exciting news here on what happened.
00:12:03.580 I got a report this morning.
00:12:04.660 Let me tell you what this report is.
00:12:05.760 Do you know I got the report this morning because of Christmas shopping?
00:12:08.740 We've been doing a lot of Christmas shopping ourselves.
00:12:10.740 My son's got the longest Christmas shopping list he's ever had.
00:12:14.820 Dylan?
00:12:15.320 Oh, my God.
00:12:16.140 And by the way, so many of the items are old dinosaur, what do you call it?
00:12:21.280 Legos.
00:12:21.380 He's all into dinosaur.
00:12:22.460 Dinosaur Legos that we got to go try to find.
00:12:25.140 I'm not, we got to go find.
00:12:26.320 We got to tell Santa to go find.
00:12:27.500 Of course.
00:12:27.940 And he's been doing a lot of stuff.
00:12:28.840 So Christmas shopping.
00:12:30.540 You know what this is?
00:12:31.740 Since the vault till today, I've only not worn these three days.
00:12:36.620 Every day I've worn these.
00:12:37.980 And you know why this is a special week?
00:12:39.540 Because the white and the Navy are officially here being shipped out this week.
00:12:44.840 They're being shipped out this week.
00:12:46.700 So I want to give you a report that I got this morning on how many countries have ordered these shoes.
00:12:54.700 You ready?
00:12:55.600 In order.
00:12:56.600 Okay.
00:12:56.800 Of orders.
00:12:58.140 Of who's ordered the most.
00:12:59.260 Obviously, U.S. is number one.
00:13:01.060 Number two is Canada.
00:13:02.140 Surprisingly, Canada's number two.
00:13:03.980 I have to look to see if Pierre won it or not because I don't know if he believes future looks right.
00:13:07.140 I hope he did.
00:13:08.600 Australia, 23.
00:13:10.220 Interesting.
00:13:10.860 Australia is diehard fans of the podcast, by the way.
00:13:13.640 Australia, 3X UK.
00:13:16.260 Okay?
00:13:16.660 Damn.
00:13:17.080 Then you got Slovenia.
00:13:18.180 Then you got UAE.
00:13:19.960 UAE makes it in the top six of people wearing the shoe.
00:13:23.060 Do you know who's next?
00:13:24.140 Saudi Arabia.
00:13:25.500 Then it's Malaysia, Poland, Croatia, Bulgaria.
00:13:28.720 Then it's Switzerland, Ireland, Czech, Oman, Norway.
00:13:31.740 And guess who's last?
00:13:32.560 Oman.
00:13:33.100 Little old Oman.
00:13:33.920 Israel is last.
00:13:34.940 They did buy, though.
00:13:35.720 But they're last.
00:13:37.380 So somebody there said I'm a good discount.
00:13:39.600 No, no discount for the shoes.
00:13:40.980 But guess what?
00:13:41.760 To everybody that's watching this, I love the amount of people that are wearing the shoes.
00:13:45.500 Some interesting people are wearing their shoes and wearing them.
00:13:47.800 I'm in love with them.
00:13:48.820 But for Christmas, folks, Rob, if you can go on a VT merch, I want to show you guys a shirt for Christmas,
00:13:53.160 especially those of you guys that watch it.
00:13:54.780 Whatever you do, stay up a little bit, Rob.
00:13:57.160 Get yours.
00:13:57.780 You're going to fall in love with these Christmas hats.
00:14:00.080 Okay?
00:14:00.340 I'm personally giving these Christmas hats away as gifts to some of the folks that I have.
00:14:04.560 Now, these may be the sickest red Christmas hats in the world ever, especially at a time
00:14:10.020 that some people are playing the game, Christ, you know, Christmas, what it's all about, celebrating
00:14:15.760 it, whether it's the green, this is a hot item, buy five, buy 10, buy 20, gift them to others.
00:14:21.700 You will not be disappointed.
00:14:22.900 On the right, it says Future Looks Bright.
00:14:24.580 On the side, it says VTN.
00:14:26.080 When you flip it, I don't even know if it shows the bottom, Future Looks Bright.
00:14:28.580 It's a sick hat, Rob.
00:14:29.580 If you can go back.
00:14:30.200 Sold out last year.
00:14:30.740 Yeah, I know it did.
00:14:31.540 But we got a few left.
00:14:32.560 If you go back, if you go back to that page, go a little bit lower, I want to show you
00:14:36.440 that shirt.
00:14:36.980 Do you see that shirt right there?
00:14:37.940 Those of you guys, the one to the left.
00:14:39.700 Can you zoom into that one and go in, Rob?
00:14:41.280 Who the hell is on that?
00:14:42.020 Well, you have to zoom in a little bit, folks.
00:14:43.960 This is like OG.
00:14:45.080 Who's that?
00:14:45.520 If you go in a little bit, zoom in, you will see, will it go in a good quality zoom in?
00:14:50.500 Zoom in, zoom in, zoom in.
00:14:51.820 Can you see it?
00:14:52.480 That's me in the middle.
00:14:53.620 Is that me as an elf?
00:14:54.660 That's Vinny as an elf.
00:14:56.720 Adam.
00:14:57.320 That's Adam as a Jew.
00:14:58.700 Adam as a Hanukkah.
00:14:59.900 That's Rob in the back.
00:15:01.680 Another elf.
00:15:02.360 And then you got Tom to the right.
00:15:04.200 Dude, that's hilarious.
00:15:04.760 And yours truly in the middle.
00:15:06.360 I love that.
00:15:07.120 On the back of it, I think it says PBD Podcast, Rob.
00:15:09.160 If you don't have it or not.
00:15:10.900 If you want to go to the back.
00:15:12.160 Yeah, right there.
00:15:13.080 Ah, bah, bah, bah.
00:15:13.900 There you go.
00:15:14.440 All right.
00:15:15.120 So go to vtmurch.com, play Steward, and we're about to make a massive announcement
00:15:18.780 about Future Looks Bright that I'm excited about.
00:15:21.400 Once it closes, I'll make the announcement to you guys here today.
00:15:24.000 So again, for Christmas, if you order today, things will arrive to you.
00:15:29.500 And anybody that places an order, you get a Merry Christmas Future Looks Bright ornament
00:15:32.940 and a Merry Christmas Valuetainment Edition mug that'll be sent to you as well.
00:15:37.480 So go place your order, represent, and we'll send the gifts over to you.
00:15:41.820 We'll send your merch over to you this week.
00:15:44.100 If you enjoyed this video, you want to watch more videos like this, click here.
00:15:46.760 And if you want to watch the entire podcast, click here.
00:15:54.000 We'll see you next week.
00:15:54.820 Thank you.
00:15:55.240 We'll see you next week.
00:15:55.460 We'll see you then.
00:15:56.000 We'll see you then.
00:15:56.440 Bye.
00:15:57.480 Bye.
00:15:58.320 Bye.
00:15:58.340 Bye.
00:15:59.220 Bye.
00:15:59.480 Bye.
00:16:00.000 Bye.
00:16:00.420 Bye.
00:16:01.100 Bye.
00:16:02.340 Bye.
00:16:03.340 Bye.
00:16:04.120 Bye.
00:16:04.780 Bye.
00:16:05.020 Bye.
00:16:06.020 Bye.
00:16:07.140 Bye.
00:16:08.120 Bye.
00:16:09.880 Bye.
00:16:10.220 Bye.
00:16:10.820 Bye.
00:16:11.800 Bye.
00:16:12.940 Bye.
00:16:15.300 Bye.
00:16:16.000 Bye.
00:16:16.620 Bye.
00:16:17.700 Bye.
00:16:18.340 Bye.
00:16:18.880 Bye.
00:16:19.960 Bye.