Valuetainment - November 19, 2025


＂Bob Iger Should Resign＂ - Disney HUMILIATED After YouTube TV’s ESPN Power Move


Episode Stats


Length

13 minutes

Words per minute

186.82336

Word count

2,554

Sentence count

242

Harmful content

Hate speech

5

sentences flagged


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

Disney and YouTube TV have a new deal, and it s good news for sports fans. But is it good news or bad news? And what does it mean for the future of the service? Plus, why Bob Iger should step down from the board.

Transcript

Transcript generated with Whisper (turbo).
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
00:00:00.000 Disney was losing $4 million a day on YouTube TV dispute.
00:00:07.140 Do you know what $4 million a day is?
00:00:10.020 $4 million a day is $1.2 billion a year, give or take.
00:00:14.020 $1.5 billion a year.
00:00:15.540 $4 million a day.
00:00:16.680 Can you imagine that?
00:00:17.440 That's real money that you're going through, right?
00:00:20.320 So they're going back and forth.
00:00:21.560 They're doing this dispute.
00:00:23.080 Rob, is this the whole thing about them figuring it out?
00:00:25.620 Yep.
00:00:25.740 Go ahead, Rob.
00:00:27.440 Good news for sports fans.
00:00:28.880 Disney and YouTube TV tonight reached a new deal to bring Disney-owned channels back to the Google-owned live streaming platform.
00:00:35.740 Disney had polled its channels October 30th in a dispute over how much YouTube TV would pay it to carry its networks.
00:00:42.700 Under the new agreement, YouTube TV subscribers will have access to all ESPN networks, ABC, Disney-branded channels, Freeform, the FX networks, and the National Geographic channels at no extra cost.
00:00:54.840 The new deal is also expected to give YouTube TV subscribers access to ESPN's newly released direct-to-consumer app.
00:01:02.120 Wow.
00:01:03.480 So who won here, Tom?
00:01:05.800 Who won here?
00:01:06.820 Neil Mohan absolutely posterized Disney because now the YouTube TV subscribers, hey, it's all over.
00:01:19.680 Disney's back on, and you can get this, and you can get this, and your YouTube TV price isn't going up.
00:01:26.180 So either Mohan got at an unbelievable discount and then decided, hey, it's such a discount, maybe we don't need to raise rates.
00:01:34.560 We'll eat a little of it here, right?
00:01:36.720 It's the same thing that you used to do when insurance companies would behave badly, right?
00:01:42.540 We would say, hey, you know what, we'll take a little, they'll do a little, you know, things like that, health insurance.
00:01:47.300 I'm not speaking about life insurance in the old company.
00:01:49.600 I'm talking about when we used to negotiate for health insurance.
00:01:51.680 Remember that?
00:01:52.320 And sometimes they would give us, you know, a slap in the head on premium, and we would try everything we could negotiate,
00:01:58.580 and then we would say, you know what, we're not passing that on other employees.
00:02:01.560 We're going to eat that one.
00:02:02.880 So Mohan may have done that, but I think what happened here is Disney just got posterized.
00:02:08.260 They pulled everything off the air, and they said, so there, you don't get our content.
00:02:13.460 And YouTube was like, is that all you got?
00:02:17.100 You know, it's like you hit a guy in a bar, and your fist bounces off his jaw,
00:02:21.740 and he just kind of looks at you and touches his jaw, and you have three words, this is going to hurt in your head.
00:02:28.640 And that's what happened.
00:02:30.240 And YouTube TV ends up, you know, winning.
00:02:33.340 The subscribers of YouTube TV don't pay more money, and they get more stuff.
00:02:37.740 First of all, now, Tom, I don't know why you do this to yourself every time,
00:02:40.820 and you reveal unnecessary information to the public for the amount of bar fights you got in your life.
00:02:45.620 Never do that.
00:02:46.500 Why do you tell that kind of stuff to people?
00:02:48.300 He'd wear a leather jacket.
00:02:49.280 They look at you right now as a good Christian father.
00:02:50.860 Well, it was part of when he was part of the Bloods and Crips. 0.83
00:02:52.800 It was that whole deal.
00:02:53.940 It was not Bloods and Crips.
00:02:54.900 We're just glad that he's on our team now.
00:02:56.320 It was not Bloods and Crips.
00:02:57.460 It was called Whites. 0.99
00:02:58.480 He used to be part of the Whites. 0.99
00:02:59.720 The Whites. 0.93
00:03:00.920 The Whites. 0.93
00:03:01.860 No.
00:03:02.640 I pity the fool that would mess with me.
00:03:04.400 Yeah, but you know, when you hear a story like this, you know what it comes down to?
00:03:08.720 Bob Iger should resign.
00:03:10.040 Bob, move on.
00:03:11.700 Bob Iger should resign?
00:03:12.900 He should resign.
00:03:14.020 I gotta say shocking.
00:03:14.720 He should move on.
00:03:15.920 He just got brought back.
00:03:17.160 Yeah, he should have stayed away.
00:03:18.220 He should resign.
00:03:19.720 Go away.
00:03:20.940 Sit on the board.
00:03:22.260 Done.
00:03:23.280 Move on.
00:03:24.380 That's a trillion-dollar company.
00:03:26.620 That's a $200 billion company because of the operator and the board.
00:03:31.960 Move on.
00:03:33.280 Go to the next phase.
00:03:35.300 Disney is another one of those companies that shouldn't be a $200 billion company.
00:03:39.220 The amount of companies that they own and the flywheel that they have, how the hell is that not a trillion-dollar company?
00:03:45.420 You ever seen Disney's flywheel?
00:03:46.980 Can you tap in Disney's flywheel, Rob, and go to images?
00:03:49.760 Go to which is the one that we want.
00:03:52.060 Go to that one.
00:03:52.640 Zoom in a little bit.
00:03:53.580 Look at this here.
00:03:54.300 Holy moly.
00:03:54.780 Zoom in a little bit more, Rob.
00:03:56.060 Go a little bit more.
00:03:57.280 Go a little bit more.
00:03:58.280 Look at their flywheel, what they own.
00:04:00.520 I wish you could see what companies they own.
00:04:02.100 People don't even have to come.
00:04:03.280 People don't know 80% of the companies that they own.
00:04:05.760 I can't even see that far.
00:04:07.080 This is their flywheel, and they're not a trillion-dollar company.
00:04:11.320 They are such an undervalued asset, and the only reason they won't get to a trillion dollars is because they've got to change the board.
00:04:18.300 They've got to change the CO ASAP, and it doesn't look like it's going to be happening because there were a couple guys that were fighting to get into the board, and they didn't support them.
00:04:27.680 They kicked them out, and the board sided with Bob Iger, which was horrible for shareholders, and it wasn't good for the viewers.
00:04:36.360 But a good day will come when Bob respectfully resigns.
00:04:40.820 You've done a lot for this company.
00:04:42.720 Kathleen Kennedy's done December 31st of this year.
00:04:45.520 Bring a couple conservatives to your board.
00:04:48.240 Bring a couple conservatives to your board.
00:04:51.120 I know you don't like it because you're all so woke.
00:04:54.040 You just finally got rid of DEI bullshit that you were dealing with.
00:04:58.140 Finally, you got rid of it.
00:04:59.680 But, oh, my God, bring a couple conservatives to your board.
00:05:02.320 By the way, do you know what's a big-ass announcement for Disney to make?
00:05:06.760 What's that?
00:05:07.200 How many board members do they have, Rob?
00:05:08.600 Can you pull up?
00:05:09.200 Just type in Disney's board, board of directors.
00:05:12.880 Yevon, what is it?
00:05:14.180 Let's see.
00:05:15.440 It can't be 10 because that's an even number.
00:05:17.980 But, okay, let's say they got.
00:05:21.140 What's the number, Rob?
00:05:21.920 What I'd want to know is how many of those guys are conservatives?
00:05:24.900 How many of Disney's board of directors, how many of Disney's board of directors are conservatives leaning?
00:05:36.300 I'm going to say none.
00:05:37.300 Oh, it's probably none.
00:05:38.860 By the way, the conservative that they have would be like a rhino.
00:05:43.900 Yeah, it's like the girl from the view on where they would be.
00:05:47.320 Like how much money was given to.
00:05:50.100 Leadership at Disney, executive end board, 908 given to Republicans versus 2.8 million given to Democrats.
00:06:00.840 So out of $3.7 million, what's 3.7?
00:06:03.720 2.8 divided by 3.7 is what?
00:06:05.900 3 to 1?
00:06:07.380 Is that what it says?
00:06:08.360 It's a little more than 3 to 1 because 9 times 3 would be 27, right?
00:06:11.420 Let me do it by 37.
00:06:12.520 It's 76%.
00:06:13.780 76% is liberal.
00:06:17.280 Why don't you get it 60-40 liberal?
00:06:19.420 Still control your political leanings that you want.
00:06:21.460 No problem.
00:06:22.680 Well, who do you think consumes your product?
00:06:25.400 More liberals or conservatives?
00:06:27.080 What do you think?
00:06:28.880 Who's more pro-family?
00:06:30.940 And your parks are getting their asses handed to them anyways.
00:06:34.300 So why not bring a couple board members?
00:06:36.920 We can have a 20-name list to give to you to consider to have it on.
00:06:41.780 Why they don't do it, I have no idea.
00:06:43.840 By the way, imagine if that announcement comes out.
00:06:47.020 Say Disney makes an announcement.
00:06:48.680 We have agreed to add the following three people to the board.
00:06:52.420 How would conservatives react?
00:06:54.400 Actually think about it.
00:06:56.100 What would happen?
00:06:57.580 Finally.
00:06:58.700 Yeah, you think you would be like, all right, so there's some reasonable voices in there.
00:07:02.220 Hey, Bob, we are pro-family.
00:07:04.300 I grew up watching Disney cartoons in Iran, in Farsi.
00:07:10.260 That's how we watched it.
00:07:12.100 Sleeping Beauty, in Farsi.
00:07:15.480 Okay?
00:07:15.980 All the cartoons, in Farsi.
00:07:18.740 Pro-family people want Disney to go back to being normal again.
00:07:23.800 And you simply don't want to do it yet.
00:07:25.500 Hopefully you will.
00:07:26.540 It's an undervalued asset that should be a trillion-dollar company
00:07:29.780 if it was operated by somebody else
00:07:31.500 where they understood the family value.
00:07:35.240 Family values.
00:07:36.120 Not getting rid of DEI because BlackRock and the glass and, you know,
00:07:40.860 all these ISIL, what is it, ISSI.
00:07:44.140 These guys no longer require ESG scores like they did five years ago.
00:07:48.560 You're a follower.
00:07:49.460 You're not a leader.
00:07:51.020 It's disappointing.
00:07:52.500 It's a very disappointing story here with a great brand.
00:07:55.120 Simply removing emotion from this conversation,
00:07:58.860 if you just do FTM, follow the money,
00:08:01.840 Disney's stock has sat in neutral for the last decade.
00:08:05.280 If anything, they're actually...
00:08:06.320 It won't change until he leaves.
00:08:07.080 They're negative 1% over the last decade, their stock.
00:08:12.260 So if you're just following the money and say this is a publicly traded company
00:08:16.660 and our goal is to bring value to the shareholders,
00:08:19.180 like every publicly traded company,
00:08:21.340 and you're net negative over a decade,
00:08:23.480 and your name is Disney?
00:08:25.400 Brian Nickel...
00:08:25.860 Some people need to get fired.
00:08:26.580 Brian Nickel would take this thing to a $2 trillion valuation in 10 years.
00:08:30.240 My opinion.
00:08:31.480 My opinion.
00:08:32.880 Brian Nickel, which you're not going to get because he's at Starbucks,
00:08:35.660 he would take this thing to a $2 trillion valuation within a decade.
00:08:38.780 But you're not going to get him because Starbucks got him.
00:08:40.740 I'd like to make an announcement.
00:08:41.960 Folks, we're doing something crazy.
00:08:44.080 And let me tell you what this crazy thing is.
00:08:45.580 You know what this is?
00:08:46.740 This is what you call a mystery box.
00:08:48.620 Okay?
00:08:49.560 200 of you are going to get this mystery box.
00:08:51.700 And I'm going to tell you who this mystery box is going to go to,
00:08:54.540 what items in it that are very, very unique.
00:08:58.340 If you're watching this right now,
00:09:00.820 and you want to have a Merry Christmas
00:09:03.120 and get some people some special gifts
00:09:04.820 and have the possibility of coming on here to be on the podcast,
00:09:11.220 sit here with us, do a prep and all the other crazy stuff.
00:09:15.360 Rob, just play this clip, Rob.
00:09:16.560 I'm getting ahead of myself.
00:09:17.760 Go ahead, Rob.
00:09:18.260 Watch this clip, folks.
00:09:19.540 ...announced the greatest Black Friday initiative ever.
00:09:23.300 This right here is a mystery box.
00:09:25.160 It's a mystery.
00:09:25.900 But there's something very special inside of it.
00:09:27.640 So how do you get the mystery box?
00:09:29.680 The first 200 people that place a $500 order on vtmerch.com,
00:09:36.400 the first 200 get this box.
00:09:38.040 Ten of them have something very special in them.
00:09:40.340 But when you open it up and you see this,
00:09:43.280 ten of them are going to be golden tickets.
00:09:45.160 You're going to take your quarter,
00:09:46.400 and you're going to scratch this thing off.
00:09:48.260 Ten of you are going to get different prizes.
00:09:49.680 Let me tell you what it's going to be.
00:09:51.300 One of them is going to be $5,000 gift card to the VT Merch.
00:09:55.500 Come by, whatever you want to buy, the shoes, the jackets,
00:09:57.720 whatever you want to buy.
00:09:58.580 The other one is five platinum tickets to the vault 2026.
00:10:01.660 That's right.
00:10:02.120 Another one is the 20-carat hat that we did.
00:10:05.340 That's number one out of 15.
00:10:07.000 One of you is going to get that $5,000 future spread hat.
00:10:10.200 Another one is a one-year silver membership to the Cigar Lounge.
00:10:12.960 Another one is a 15-minute call with me or with Vinny or with Tom or with Adam.
00:10:17.720 Then a $2,500 credit to Menech.
00:10:20.480 And last but not least, you will be in one of Vinny's skits on Valuetainment Comedy.
00:10:26.640 It's a real big deal.
00:10:28.980 As an actor or an actress.
00:10:31.060 You place an order over $1,000.
00:10:33.260 You're probably going to get a surprise FaceTime from me, Vinny, Adam, Tom,
00:10:37.960 maybe all of us together.
00:10:39.160 Not everybody, but probably 40, 50 of you will get a call.
00:10:42.360 Last but not least, this one is going to break the internet.
00:10:44.320 You ready?
00:10:44.620 For anybody that places an order of over $2,000.
00:10:51.640 I know the number is crazy, but you see why it's crazy.
00:10:54.460 One of you who wins, we will fly you out, put you at a hotel,
00:10:59.920 take you to Casa D'Angelo, do a podcast prep with you.
00:11:04.100 Then the next day, you're sitting right here next to me on the podcast.
00:11:07.160 That's crazy.
00:11:08.060 The entire podcast.
00:11:09.300 You're here with us.
00:11:10.000 That's crazy.
00:11:10.380 And we want you sitting right here.
00:11:12.360 So, if you haven't yet placed an order on vtmerch.com, go place the order.
00:11:17.480 To learn more about the rules and the terms and conditions, click on the link below to learn all and start purchasing.
00:11:25.120 Now, you know what the good news is?
00:11:26.720 30% discount on pretty much every product.
00:11:30.940 So, go to vtmerch.com.
00:11:32.500 Place your order.
00:11:33.900 Be one of the first $200.
00:11:34.940 Or, if you're crazy enough, place the order over $2,000.
00:11:38.400 We'll see you on the podcast.
00:11:39.420 This is crazy, bro.
00:11:40.140 We've never done anything like that.
00:11:41.160 Hopefully, that guy that gets to sit here is not a furry.
00:11:43.360 This is hope.
00:11:44.500 This is hope.
00:11:45.180 Can you do me a favor?
00:11:45.800 Can you go on the website real quick?
00:11:47.020 Can you go on the website?
00:11:47.600 Go to vtmerch.com.
00:11:49.100 And I want to just kind of show this to you guys as you're going through it.
00:11:51.260 So, if you go click on Valuetainment just to refresh the website, Rob.
00:11:54.640 Okay, perfect.
00:11:55.260 If you click on that learn more right there.
00:11:57.700 And you go to it.
00:11:58.260 All the details are down.
00:11:59.280 Go a little bit lower.
00:12:00.000 It'll break down everything for you.
00:12:02.060 And keep going, keep going, keep going, keep going, keep going.
00:12:04.300 All the details are right there, right there, Rob.
00:12:06.000 Go up a little bit higher, Rob.
00:12:07.220 And click on that view all to the right.
00:12:09.180 So, that's what you want to do.
00:12:09.960 Go on view all.
00:12:11.020 And here's where it is.
00:12:11.980 The shoes, the one thing we did with Bundle, the Vault Conference, the SLS,
00:12:16.440 the Public Speaking Course, the PVD Sales System, the Business Planning Workshop,
00:12:20.820 all the recording Bundle, $997, right?
00:12:24.500 Of course, these are from previous.
00:12:25.920 We never do that.
00:12:27.240 But you got a Bundle there for $997.
00:12:28.880 And then you got the shoes.
00:12:30.000 That's the only thing that won't be discounted aside from a couple items.
00:12:33.040 And you can go down and place your order.
00:12:35.060 Christmas gift for your husband, for yourself, for your kids, for your spouse,
00:12:40.080 for anybody else that watches.
00:12:41.520 This future looks bright.
00:12:42.960 Yesterday, I went to the sushi spot.
00:12:44.160 I'm ordering sushi.
00:12:44.920 He says, I ordered the three Yeti future looks bright items that were on,
00:12:48.700 which was great seeing the guy at the Kaizen.
00:12:51.240 But anyways, again, if you want to participate, 200 mystery boxes,
00:12:55.260 first 200, go to vtmerch.com, place your order.
00:12:57.280 Remember, this is part of the Black Friday.
00:12:59.400 We're just doing it way earlier than everybody else to give you a heads up
00:13:03.900 while we're going through this.
00:13:04.800 If you enjoyed this video, you want to watch more videos like this, click here.
00:13:07.480 And if you want to watch the entire podcast, click here.
00:13:10.260 We'll see you next time.