CEOs on the Record: Disney, Southwest and SAP

What's on the minds of today's chief executives? Here's a sampling of what CEOs are saying on CNBC.

Robert Iger, Walt Disney CEO

"What we're finding is that people who record our shows generally watch them within one to three days of havong recorded them, and a larger percentage than we expected are actually watching commercials when they play their shows back on their DVR; the most popular shows tend to get recorded more often. The relationship we have with advertisers right now is actually quite strong."

Gary Kelly, Southwest Airlines CEO

"The cost challenges are there. It's a bit weaker, demand environment, this year, domestically, so it's a tough environment to push through those fare increases, one after the other, but ... this was a nice improvement in the third quarter for us."

Bill McDermott, SAP America CEO

"This is the 15th consecutive quarter worldwide where SAP delivered double-digit growth in all geographies around the world, the 20th consecutive in the Americas, so the business is rock-solid. I guess, based on these robust results in Q3, investors want more."

Jeff Arnold, HowStuffWorks Chairman & CEO

"Relative to the casinos that are in Pennsylvania and New York, those casinos have very high tax rates — 50 percent of revenues, 70 percent of revenues — and so they really can't afford to build a really nice facility or to offer the type of amenities that you normally find in Las Vegas. Here in Atlantic City, the gaming tax is much more reasonable. It's under 10 percent of revenues, and it allows you to build a Las Vegas-type facility and compete on a different level."