📱 2022-08-15 19:51:00 - Paris/France.
Mfundo yachitatu yagula gawo latsopano ku Disney (DIS) atagulitsa koyambirira kwa chaka chino, kampani yoyang'anira thumba idalengeza Lolemba. Third Point ikukhulupirira kuti "kusintha kovutirapo kwa Disney kukuyenda bwino" ndipo "akukhulupirira momwe Disney asinthira," CEO wa kampani Daniel Loeb adatero m'kalata yopita kwa CEO wa Disney (DIS) Bob Chapek Lolemba.
Koma Mfundo Yachitatu ikufuna kusintha pang'ono - zisanu, kukhala zenizeni. Loeb adati "adzatsegula mtengo wochulukirapo posachedwa."
Disney akuyembekezeka kuganizira zogula gawo lawo laling'ono pakukhamukira kwa Hulu kuchokera ku Comcast (CMCSA), zomwe Disney ayenera kuchita isanakwane nthawi yomaliza ya mgwirizano kumayambiriro kwa 2024. utumiki wake wa Peacock.
"Kuphatikizira Hulu mwachindunji papulatifomu ya Disney + ... kudzapereka ndalama zambiri komanso mgwirizano wopeza ndalama, ndikuyambitsanso kukula kwa msika wapakhomo," Loeb adalemba, ndikuwonjezera kuti "zingakhale zanzeru kuti Disney alipire bonasi yocheperako kuti afulumizitse kuphatikiza". . »
Munjira inanso isanu, Mfundo Yachitatu inanena kuti "ndi zokayikitsa kuti bizinesi ya ESPN itumizidwe kwa eni ake omwe ali ndi mwayi wokwanira" kuti achepetse ngongole yonse ya Disney.
Loeb adavomereza kuti netiweki yamasewera ndi gawo lowoneka bwino pagulu lalikulu lotsatsira ndi Disney + ndi Hulu. Koma akuganiza kuti pali zifukwa zina zolekanitsira ESPN ku Disney, kuphatikizapo kukula kwachangu kwa makampani obetcha masewera.
"ESPN ingakhale ndi kusinthika kwakukulu kutsata njira zamabizinesi zomwe zingakhale zovuta kwambiri mumayendedwe a Disney, monga kubetcha pamasewera," Loeb adalemba. "Makasitomala a ESPN ndi ligi yamasewera atha kuthandizidwa bwino ndi gulu loyang'anira lomwe lili ndi utsogoleri pakugawa zamasewera. »
Mtsogoleri wamkulu wa Disney Chapek adayankha funso la kubetcha pamasewera omwe adalandira sabata yatha, ponena kuti kampaniyo ikuyembekeza kukhala ndi "chinachake cholengeza m'tsogolomu mogwirizana ndi mgwirizano."
Loeb akufunanso kuti Disney achepetse ndalama ndikuyimitsa malipiro agawidwe kwa omwe ali ndi masheya kuti asunge ndalama zambiri zogulira masheya, kuchepetsa ngongole ndi ndalama zina zowonjezera mubizinesi. Adalimbikitsanso Chapek kuti iganizire zowonjeza mamembala atsopano mu board.
Mfundo yachitatu ikufuna "kugwira ntchito molunjika komanso mogwira mtima" ndi Disney, Loeb adalemba, ndikuwonjezera kuti kampaniyo "idzafunikanso zosintha zina, kugawa ndalama ndi utsogoleri kuti zitsimikizire kuti zikuyenda bwino." Iye anavomereza kuti "ena mwa malingaliro athu angakhale kale mu ntchito."
Disney adanena m'mawu ake kuti "tikulandira malingaliro a onse omwe amagulitsa ndalama" komanso kuti kampaniyo "ikupitiriza kupereka zotsatira zamphamvu zachuma."
Kampaniyo idawonjeza kuti utsogoleri wa Chapek wadzetsa "ntchito zolimba izi poyang'ana mliri wa COVID-19 ndi zotsatira zake", komanso kuti "gulu lawo lodziyimira pawokha komanso lodziwa zambiri lili ndi ukadaulo wofunikira pamabizinesi amtundu, okonda ogula komanso aukadaulo" .
Magawo a Disney, omwe adachulukiranso sabata yatha pambuyo pa lipoti lazopeza, adakwera pafupifupi 2% Lolemba. Koma katunduyo akadali pansi 20% chaka chino, ndikupangitsa kuti ikhale imodzi mwa ochita zoipa kwambiri ku Dow Jones. Ndipo izi zikutsatira kutsika pafupifupi 15% chaka chatha. Loeb adapangapo zina mwazopempha ku Disney m'mbuyomu. Adayitana koyamba Chapek kuti ayimitse gawoli ndikuyika ndalama zambiri ku Disney + kumapeto kwa 2020.
SOURCE: Ndemanga za News
Osazengereza kugawana nawo nkhani yathu pamasamba ochezera kuti atilimbikitse. 📱