Podcast Summary: Bob Iger & Disney – November 13, 2025

Podcast: Becker Private Equity & Business Podcast
Host: Scott Becker
Episode Theme: Bob Iger’s Leadership at Disney Amid Recent Struggles

Episode Overview

Scott Becker dives into the challenges currently facing Disney, particularly under the leadership of CEO Bob Iger. With Disney’s stock tumbling after quarterly earnings disappointments, Becker offers insights and a candid take on Iger’s leadership style, his legendary ego, and the complicated dynamics that arise when such a prominent figure remains at the helm—or in the wings—of a major corporation.

Key Discussion Points & Insights

Bob Iger’s Complex Leadership and Return

• Iger’s Persona: Scott Becker describes Iger as "the really high ego CEO of Disney who came back a couple times to lead Disney" [00:06]. His leadership style is marked by a strong presence and an outsized personality.
• Repeated Comebacks: Iger's return is noted not as an isolated incident but as a recurring theme. This persistent involvement highlights the difficulties organizations face when iconic leaders step aside but still linger in influence.

Disney’s Financial Troubles

• Earnings Miss: Disney’s shares took a hit, "down almost 8% today after missing revenues and missing earnings on their quarterly reports" [00:22]. Becker zeros in on this as a pivotal moment, both in terms of financial impact and Iger’s legacy.
• Market Response: The significant drop in Disney’s stock price reflects both the financial and reputational pressure on the company and its executives.

CEO Succession and Boardroom Dynamics

• Iger’s Shadow: A telling observation about executive transitions: "You never want to be in a seat as CEO when Bob Iger remains on your board post retirement because it means that Bob still wants your job" [00:40].
• The lingering presence of an influential former CEO complicates succession and can undermine the authority of new leaders.

Tone of Schadenfreude

• Mixed Emotions: Becker openly acknowledges a sense of schadenfreude—taking pleasure in another’s struggle—regarding Iger and Disney’s recent troubles. However, he clarifies, "We don’t mean to cheer against Bob Iger because we’re huge fans of Disney as a whole. We want Disney to succeed. But there is a bit of schadenfreude" [00:49].
• Corporate Drama: The amusement that comes from watching industry titans falter underscores the high stakes and personal rivalries at play at the executive level.

Notable Quotes & Memorable Moments

• On Iger’s Ego and Returns:
  "Bob Iger is the really high ego CEO of Disney who came back a couple times to lead Disney." — Scott Becker [00:06]

• On Current Financial Struggles:
  "Disney's down almost 8% today after missing revenues and missing earnings on their quarterly reports." — Scott Becker [00:22]

• On Boardroom Dynamics:
  "You never want to be in a seat as CEO when Bob Iger remains on your board post retirement because it means that Bob still wants your job." — Scott Becker [00:40]

• On Schadenfreude:
  "There is a bit of schadenfreude in sitting. Bob Iger and Disney struggle down 8% today with the ego, the. The tremendous ego that Bob has." — Scott Becker [00:49]

Timestamps for Key Segments

• 00:06 | Bob Iger’s leadership style and repeated comebacks
• 00:22 | Disney’s latest earnings report and share price drop
• 00:40 | Insights on CEO succession with Iger’s ongoing influence
• 00:49 | Reflection on schadenfreude and the hope for Disney’s future success

Tone & Style

Scott Becker’s delivery is direct, insightful, and laced with wry humor. He candidly discusses leadership egos and corporate realities, balancing admiration for Disney’s legacy with clear-eyed analysis of current setbacks.

This episode offers a succinct yet sharp exploration of leadership, legacy, and the rollercoaster realities behind one of America’s best-known companies.