Dan Loeb
Justin Solomon | CNBC
Tus neeg ua lag luam ua lag luam Dan Loeb tau qhia tias nws yuav thim rov qab los ntawm nws qhov thawb kom Disney tig tawm ESPN, thim rov qab txoj haujlwm nws tau thawb tsawg dua ib hlis dhau los.
Hauv tweet hnub Sunday thaum sawv ntxov, Tus Thawj Coj Tus Thawj Coj Thib Peb tau hais tias nws pom qhov tsim txiaj ntawm kev ua kom cov kis las kis las ua ib qho kev sib cais ntsug hauv Disney lub koom haum.
"Peb muaj kev nkag siab zoo dua ntawm @espn lub peev xwm ua lag luam ib leeg thiab lwm qhov ntsug rau $DIS kom ncav cuag cov neeg tuaj saib thoob ntiaj teb los tsim cov nyiaj tau los tshaj tawm thiab cov neeg siv khoom," Loeb hais.
"Peb cia siab tias yuav pom Mr. Pitaro ua tiav ntawm txoj kev loj hlob thiab kev tsim kho tshiab, tsim kom muaj kev sib koom ua ke ntawm Walt Disney Company," nws hais ntxiv, hais txog Disney Thawj Tswj Hwm James Pitaro.
Lub tweet ua raws cov lus los ntawm Disney CEO Bob Chapek, uas tau hais rau cov neeg sau xov xwm ntawm lub asthiv no D23 Expo tias nws muaj cov phiaj xwm loj rau ESPN, txawm tias nws tsis tau nthuav tawm cov ntsiab lus. Chapek hais rau Variety tias "peb tsis muaj tsawg dua 100 qhov kev nug ntawm cov neeg uas xav yuav" ESPN thaum lo lus tsoo tias nws muaj peev xwm muag tau.
“Qhov ntawd qhia li cas rau koj? Qhov ntawd hais tias peb tau txais qee yam zoo heev, "nws hais. "Thiab yog tias koj muaj ib txoj kev npaj tswv yim, lub zeem muag rau qhov twg nws haum rau hauv lub tuam txhab nyob rau hauv 100 xyoo tom ntej, ces koj tsis xav kom koj tus kheej ntawm nws. Thiab peb muaj txoj kev npaj ntawd. Peb tsis tau qhia txog txoj kev npaj ntawd. "
Qhov kev thim rov qab hauv Loeb txoj haujlwm los tom qab nws tau koom tes tshiab hauv Disney hauv lub quarter thib ob uas muaj nqis txog $ 1 nphom, lossis 0.4% ntawm lub tuam txhab. Disney's shares tau nce txog 6.5% nyob rau lub hli dhau los. Loeb tau tsiv tawm ntawm txoj haujlwm ua ntej hauv lub tuam txhab thaum shares poob raws li cov paj laum tau nce.
Hauv plawv ntawm nws qhov kev thawb kom tig tawm ESPN yog kev ntseeg tias kev lag luam tshiab tuaj yeem nthuav dav mus rau thaj chaw suav nrog kev twv txiaj kis las. Nws muab piv rau tus eBay spinoff ntawm PayPal "thaum txuas ntxiv siv cov khoom lag luam los ua cov nyiaj them poob haujlwm."
Nrog rau qhov teeb meem ESPN, Loeb tau hais kom Disney coj streaming loj Hulu ncaj qha mus rau Disney + ncaj qha-rau-cov neeg siv khoom platform. NBC Universal niam txiv Comcast muaj kev pom zoo muag nws 33% Hulu ceg txheem ntseeg rau Disney hauv ob xyoos. Loeb tau pom zoo tias Disney "ua txhua qhov kev sim" kom tau cov ceg txheem ntseeg tsawg tsawg ua ntej hnub kawg ntawm kev muag khoom.
Loeb tau hais hauv tsab ntawv hais tias "Peb ntseeg tias nws tseem yuav ua tau zoo rau Disney kom them tus nqi qis kom nrawm rau kev sib koom ua ke," Loeb tau hais hauv tsab ntawv. "Peb paub tias qhov no yog qhov tseem ceeb rau koj thiab vam tias yuav muaj kev pom zoo ua ntej Comcast tau cog lus yuav tsum ua li ntawd hauv 18 lub hlis."
CNBC tau hu rau Disney rau kev tawm tswv yim.
Qhia tawm: CNBC yog ib feem ntawm Comcast's NBCUniversal.
Tau qhov twg los: https://www.cnbc.com/2022/09/11/loeb-reverses-course-on-push-to-get-disney-to-spin-off-espn.html