All of this turmoil will be on investors' minds as the media industry kicks off its earnings season this week, with Netflix up first on Wednesday.
Netflix, with a new advertising model and push to stop password sharing, looks the best positioned compared with legacy media giants.
At the top of the list is contending with Disney's TV networks, as that part of the business appears to be in a worse state than Iger had imagined.
The labor fight blew up just as the industry has moved away from streaming growth at all costs.
Last week's ruling from a federal judge that Microsoft's $68.7 billion acquisition of game publisher Activision Blizzard should move forward serves as a rare piece of good news for the media industry.
Persons:
Mike Blake, Bob Iger, Iger, Bob Iger's, Michael Nathanson, SVB, CNBC's David Faber, Nathanson, Producers –, Mark Boidman, Ross Benes, Benes, Comcast's NBCUniversal, Solomon, Boidman, Random, Paramount's Simon, Schuster, Tegna, Jason Anderson, Peter Liguori, Anderson, HBO Max, Homer, Marge Getty
Organizations:
Guild of America, Netflix, Alliance, Producers, Reuters, Disney, Disney's, Paramount Global, Comcast, Warner Bros, American Federation of Television, Radio Artists, Media, Solomon Partners, CNBC, Hollywood, Intelligence, ABC, Paramount, BET, NBC Sports, USA, Discovery, Activision, Federal Trade Commission, dealmaking, Microsoft, Tribune Media, Max, HBO, Amazon, MGM, Sky, Fox Corp, FOX
Locations:
Los Angeles , California, U.S, MoffettNathanson, Hulu