Everyone Has An Idea For How to Fix Disney. Does Bob Iger?

There is a growing consensus among Wall Street analysts, former employees and industry experts that Disney should split in two.

Bob Iger, chief executive officer of The Walt Disney Co., walks the grounds during the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, US, on Friday, July 14, 2023. The summit is typically a hotbed for etching out mergers over handshakes, but could take on a much different tone this year against the backdrop of lackluster deal volume, inflation and higher interest rates.Photographer: David Paul Morris/Bloomberg

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By Lucas Shaw

August 13, 2023 at 11:00 PM UTC

Hollywood inched closer to settling one of two labor disputes on Friday, as representatives for the studios and screenwriters met for a second week in a row. While the two sides remain far apart, the fact that they are meeting at all is a good thing. The WGA said it would respond to the studios’ proposals and employed less confrontational language than it has in some time.

The studios have finally developed a sense of urgency. Chief executive officers of the largest companies have started publicly calling for a settlement, and a group of entertainment leaders have been talking privately about how to resolve the impasse. The Alliance of Motion Picture & Television Producers (AMPTP) is led by eight studios, all of which have one or two top executives represented on a regular call between industry leaders. This includes: