Annabelle Stephenson
迪士尼的大胆行动：战略转变还是紧张活动？
在一封致迪士尼投资者的最新信中，Trian基金管理公司的纳尔逊·佩尔茨批评了该公司计划推出新的体育流媒体服务并投资Epic Games Inc.的计划，称这些举动就像是乱扔意大利面。拥有大约35亿美元迪士尼股份的佩尔茨称这些行动”紧张”和”混乱”，并指出它们不是对一个深思熟虑的企业战略的替代品。
面对股价下滑和即将到来的股东大会冲突，迪士尼似乎试图分散股东们对佩尔茨视为童话的注意力。然而，佩尔茨强调，在股东大会冲突期间紧张的活动并不能替代一个精心策划的企业战略，同时，以往一直没有盈利的股东们也不会因为乱扔意大利面而满足。
迪士尼、ESPN、福克斯公司和华纳兄弟探索公司最近宣布合作推出一项以体育为重点的流媒体服务，其中包括传统电视中通常只能观看的大学和职业比赛。此外，迪士尼还透露其对Epic Games的15亿美元投资，允许《堡垒之夜》的创作者可以利用迪士尼主题角色和来自系列电影《星球大战》、《漫威》和《阿凡达》的世界。
在宣布第一财季超出预期的财务业绩之后，迪士尼的股票上周出现了一个小幅上涨。迪士尼的一位代表拒绝对佩尔茨的信件发表评论。Trian基金提名了纳尔逊·佩尔茨和前迪士尼首席财务官杰伊·拉苏洛担任该强大娱乐公司董事会的成员。迪士尼敦促其股东拒绝接受Trian提出的候选人名单。
常见问题解答（FAQ）：
Q: What are the criticisms of Nelson Peltz towards Disney’s new moves?
A: Nelson Peltz criticized Disney’s new moves, such as introducing a new sports streaming service and investing in Epic Games, describing them as nervous and confusing. He argues that these moves are not a substitute for a well-thought-out corporate strategy.
Q: What collaboration did Disney recently announce?
A: Disney recently announced a collaboration with ESPN, Fox Corp., and Warner Bros. Discovery Inc. to launch a sports-focused streaming service that includes major collegiate and professional games.
Q: What was Disney’s investment in Epic Games for?
A: Disney invested $1.5 billion in Epic Games to allow the creators of Fortnite to utilize Disney-themed characters and worlds from franchises such as Star Wars, Marvel, and Avatar.
Q: How did Disney’s stocks perform following the announcement?
A: Disney’s stocks experienced a boost following the announcement of better-than-expected financial results for the first fiscal quarter.
Q: Who did Trian nominate for seats on Disney’s board?
A: Trian nominated Nelson Peltz and former Disney CFO Jay Rasulo for seats on Disney’s board. However, Disney urged its shareholders to reject Trian’s list of candidates.
The source of the article is from the blog xn--campiahoy-p6a.es
