The producer “will probably end up making more films for us” including a fifth Pirates Of The Caribbean, the Disney CEO told CNBC’s Jim Cramer today. And last week’s decision to let their first-look deal expire next year was not tied to the fact that Disney might write down as much as $190M from losses tied to The Lone Ranger, which Jerry Bruckheimer produced. “We both have changed over the years,” Bob Iger says. “Jerry decided to spread his wings. … Our needs have changed a bit in terms of our live-action movie business.” In the end, “Jerry provided great value for us.” Iger hit more familiar themes in the interview including his optimism for ESPN and Disney theme parks and the “unlikely” possibility that he’ll make another deal as big as the ones for Marvel and Lucasfilm.