{
  "docId": "019dd923-5e88-73ef-bd5e-56785ecbe0f5",
  "docSlug": "31db9f3b257fac52",
  "documentTitle": "2024 03 Investor Presentation",
  "authorId": "Disney",
  "authorName": "The Walt Disney Company",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 42,
  "pageCount": 67,
  "prevPage": 41,
  "nextPage": 43,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 2,
  "notes": "Uses a stock chart of iHeartMedia to discredit Rasulo's business judgment.",
  "elementsJson": [
    "headline_text",
    "screenshot",
    "bullet_list",
    "callout_box",
    "quote_block"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-56785ecbe0f5/42",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-56785ecbe0f5",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-56785ecbe0f5.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-56785ecbe0f5#slide-42",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.45,
        "x": 0.52,
        "y": 0.19
      },
      "kind": "callout",
      "text": "AS DISNEY SAID FROM THE START, THE FOX DEAL WAS ABOUT STREAMING",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f660f3b4-e27c-4a4c-a714-0fa42db9f764",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Jay Rasulo doesn't understand why Disney acquired 21st Century Fox.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-6677-7460-8544-4c1bcc4ca719",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.03,
        "y": 0.3
      },
      "kind": "image",
      "text": "CNBC interview screenshot with iHeartMedia stock chart",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "90c9da3a-30c3-4c59-bb40-5835104b3f03",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.45,
        "x": 0.03,
        "y": 0.7
      },
      "kind": "list",
      "text": "Jay Rasulo doesn't understand why Disney acquired 21st Century Fox. He's stuck with legacy 'analog thinking' since his only media experience in the last eight years is on the Board of iHeartMedia, which has declined 87% since he joined the Board",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "909acb75-2414-40a8-88ff-c189cebef853",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.16,
        "y": 0.18
      },
      "kind": "quote",
      "text": "And, frankly, he [Iger] did the Fox acquisition, which is very hard to understand, which doubled down on the linear business",
      "attrs": null,
      "subkind": "pull-quote",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e877972c-f508-43fb-a4a7-3672b2466c46",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.45,
        "x": 0.52,
        "y": 0.28
      },
      "kind": "quote",
      "text": "One of the most exciting aspects of our Fox acquisition is that it will allow us to greatly accelerate our DTC strategy...",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "78633937-cae8-4176-83fe-432516e1d3f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.45,
        "x": 0.52,
        "y": 0.65
      },
      "kind": "quote",
      "text": "And when we started looking at what we might be able to buy from 21CF... we realized that we could create significant value from buying those assets within a DTC strategy.",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b31937e2-a89a-4980-8554-56fb8f76a815",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "And, frankly, he [Iger] did the Fox acquisition, which is very hard to understand, which doubled down on the linear business —CNBC",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-6677-7460-8544-522588fc37e9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.03,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "1 CNBC interview, Money Movers, 02/27/24; 2 Reflects stock performance of iHeartMedia from 05/17/19 to 02/22/24",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "59fa4b53-70f1-4184-b4a9-4df9955844d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.07,
        "y": 0.05
      },
      "kind": "title",
      "text": "... and his partner, Jay Rasulo, is equally oblivious on CNBC",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f27a81c9-dbce-4537-a28c-7e7762ae69cf",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}