CalPERS支持迪士尼董事会新成员 - 加州公共雇员退休金系统（CalPERS）持有迪士尼670万股，支持纳尔逊·佩尔兹和杰伊·拉苏洛加入董事会[2] - CalPERS相信迪士尼将受益于董事会的新鲜眼光，支持纳尔逊·佩尔兹和杰伊·拉苏洛[3] - 迪士尼尚未对CalPERS的声明做出评论，但该公司可能会感到压力，因为投票结果变得对其不那么舒适[7] ISS支持佩尔兹加入迪士尼董事会 - 机构投资者服务（ISS）建议将激进投资者佩尔兹加入迪士尼董事会，认为他有助于继任计划和资本分配决策[9] Blackwells Capital提名董事会候选人 - Blackwells Capital提名了三名董事会候选人，对佩尔兹和Trian不满，还对迪士尼与ValueAct之间的关系提起诉讼[11]

艾斯纳支持鲍勃·艾格 - 前迪士尼主席兼CEO迈克尔·艾斯纳支持现任CEO鲍勃·艾格[1] - 艾斯纳认为让没有公司或行业经验的人干扰鲍勃和他的继任者是危险的[2] - 艾斯纳回顾了1983年的一场类似冲突，当时企业掠夺者试图接管迪士尼，但最终由他和弗兰克·韦尔斯领导公司，取得了成功[2] 投票支持公司提名的董事会候选人 - 艾斯纳认为应该从40年前的经验中吸取教训，现在迪士尼公司处于良好的管理之下，股东应该投票支持公司提名的董事会候选人[2] - 许多强有力的支持者，包括迪士尼家族成员、乔治·卢卡斯和劳伦·鲍威尔·乔布斯，都支持艾格和公司的董事会提名[2] ISS支持Trian基金管理公司的提名 - Trian基金管理公司的尼尔森·佩尔兹并没有得到太多公开支持，但本周影响力巨大的代理投票咨询公司ISS支持了这一激进的提名，指出迪士尼在CEO继任方面出现问题[2]

收购报价 - Apollo向Paramount Pictures提出110亿美元收购报价，导致Paramount Global股价暴涨[1] - Financial Times报道称，控股股东Shari Redstone对私募股权收购报价表示怀疑，导致Paramount Global股价下跌5%[2] - Redstone对Skydance Media提出的竞争性收购报价更感兴趣，该公司已与Paramount Pictures合作多个重要电影项目[4] 人事变动 - 前CNN首席执行官Jeff Zucker和前NBCUniversal首席执行官Jeff Shell加入RedBird，可能参与Paramount的运营[5] 公司挑战 - Paramount Global因暴露于付费电视业务大幅下滑等挑战，股价已跌至合并时的一小部分价值[7]

司法部起诉科技巨头 - 美国司法部和十几个州检察长起诉苹果，声称该科技巨头在智能手机市场上存在非法垄断[1] - 美国司法部和监管机构还起诉了Meta、谷歌和亚马逊，这是拜登时代遏制科技巨头权力的最新努力[2] 苹果股价波动 - 苹果股价在今天早盘交易的最初90分钟内下跌了3.54%[2] 苹果回应诉讼 - 苹果表示，这起诉讼“威胁到我们的身份和那些在激烈竞争市场中使苹果产品与众不同的原则”[3]

Fox Corp.业务发展 - Fox Corp. COO John Nallen表示公司更注重业务增长而非出售业务[1] - 公司对出售资产的想法并未被考虑，更专注于业务增长[5] - Fox对通过收购增加业务增长非常感兴趣，但股价下滑使得这一愿望受阻[6]

After skidding to multi-year lows in late-2023, Disney stock has rebounded more than 20% thus far in 2024 as two activist investment firms have launched a proxy fight. The stock finished Thursday trading at $110.18, up a fraction. It started the year at $90.10, putting its gains at 22% for the year to date. Goosing the stock price is a stated goal of two activist investment firms that have taken aim at Disney’s top execs and board of directors ahead of the company’s annual shareholder meeting on April 3. I ...

Paramount Global could be set for change in the tough Indian media market. A Bloomberg report, citing unnamed sources, claims the MTV and Comedy Central owner is in talks with Reliance Industries to sell its stake in their channels and streaming venture, Viacom18. This would allow Mukesh Ambani, India’s richest man, to consolidate his media assets as his conglom Reliance Industries prepares to form its new merged venture with Disney India. Reliance already majority controls Viacom18, whose JioCinema has be ...

Disney CEO Bob Iger called the proxy fight being waged by two activist investors a campaign that “is, in a way, designed to distract us, to take our eye off all [that’s] necessary to do what we need to do to generate returns for shareholders.” Nelson Peltz ‘ Trian Partners is fielding two director candidates – himself and former Disney executive Jay Rasulo — and has been aggressively soliciting Disney stockholders. Investment firm Blackwells Capital has nominated three candidates. Shareholders will elect t ...

Instagram and suffered apparently widespread outages Tuesday morning, with users venting frustration on other social media platforms. Users reported being kicked out of Facebook and unable to log back in. Visitors to Instagram were greeted by an error message reading, “Something went wrong. There’s an issue and the page could not be loaded.” According to the website DownDetector, which tracks tech outages, the issues began in the 10 a.m. hour Eastern Time. The situation remained unresolved an hour later. M ...

Charter Communications首席执行官薪酬 - Charter Communications首席执行官Christopher Winfrey去年总薪酬超过8900万美元，其中7500万美元来自期权奖励[1] - Winfrey去年的基本工资为170万美元，股票奖励为870万美元，非股权激励计划报酬（现金奖金）为350万美元，总计1560万美元[3] - Charter的股东大会将于4月23日举行，但不会对执行薪酬进行投票，股东在上次会议上以51%的票数赞成每三年进行一次“薪酬表决”[4]