DIS Shareholders and Stock Info ONLY

[HokieRaven5]

https://twitter.com/x/status/1623747017741574145

 

[Jrb1979]

Haven't seen a Star Wars movie since the original in the 70s, IIRC. But GoG is first-rate, as is RoR.

That's why I have been negative towards a lot of the new attractions. Outside of those two, the others have been meh at best. At one time Disney prided itself on great and well themed their attractions were no matter if they were E-ticket or not.

It feels now that getting the IP into the parks matters more then making amazing attractions.

 

[wabbott]

https://twitter.com/x/status/1623747017741574145

Rebecca Campbell
Chairman, International Content and Operations, The Walt Disney Company


As Chairman, International Content and Operations, Rebecca Campbell is responsible for expanding the international content creation pipeline through the development and production of entertainment and sports content in local markets throughout Asia Pacific, EMEA, India and Latin America. Additionally, she manages the Company’s international linear channels, local ad sales, and local distribution outside the U.S. She also oversees the Disney+ Hotstar business in India.

A longtime veteran of the Company, Rebecca has served in numerous leadership roles across a variety of key business segments. Most recently, she served as Chairman, Direct-to-Consumer and International Operations, where she oversaw the launch of Disney+ throughout EMEA, APAC and Latin America. In this role, she was also responsible for the successful roll-out of the Star general entertainment content collection on Disney+ throughout EMEA and the stand-alone Star+ general entertainment streaming service in Latin America.

Prior to that she was President of Disneyland Resort, where she oversaw two iconic theme parks—Disneyland and Disney California Adventure, three resort hotels, Downtown Disney, and a workforce of 31,000 cast members.
She also served as President of The Walt Disney Company—EMEA in London for nearly two years where she oversaw Disney’s media, motion pictures and all other operations across EMEA (excluding Disneyland Paris), and was responsible for a diverse team of over 5,000 employees operating in 59 markets with offices in 25 countries. Rebecca played a role in securing the first major distribution deal for Disney+ in EMEA and led the integration of 21st Century Fox’s businesses with Disney’s operations across the region.

From 2010 through 2017, Rebecca served as President, ABC Owned Television Stations, responsible for the Company’s eight local TV stations and their digital assets in New York, Los Angeles, Chicago, Philadelphia, San Francisco, Houston, Raleigh-Durham and Fresno. In addition, she oversaw ABC National Television advertising sales and ABC Daytime.
From 2007 to 2010, Rebecca served as President and General Manager of WABC-TV – New York, the group’s flagship station in the nation’s largest television market, where she was responsible for WABC-TV and all of its ancillary businesses, including two additional digital platforms and “Live with Regis and Kelly.”

Rebecca joined The Walt Disney Company in 1997 as Vice President of Programming at WPVI-TV in Philadelphia, Pennsylvania. In 2003, she was named President and General Manager of 6ABC.

Prior to her Disney tenure, she held several programming and production positions at various television stations in Allentown and Lancaster, Pennsylvania.

Throughout her career, Rebecca has received various honors for her leadership and community service, including being named Broadcaster of the Year in 2013 by the Pennsylvania Association of Broadcasters, being recognized as the Disney VoluntEAR of the Year in 2015, and receiving the “Excellence in Mentoring” award in 2016 from the Big Brothers/Big Sisters of Greater Los Angeles.

Rebecca is a magna cum laude graduate of Bloomsburg University with a dual major in journalism and political science.

 

[Obi-J Kenobi]

I see GotG is 2,000 per hour.

So if 1,000 are LL.

1,000 times 12 hours, times $15, times 365 days is $65 Million per year?

This will easily cover Big Papa Iger's adjustable bonus as well as Bob Chapek's severance package.

 

[wabbott]

https://thewaltdisneycompany.com/th...ring-accountability-to-creative-businesses-2/


February 9, 2023

The Walt Disney Company Announces Strategic Restructuring, Restoring Accountability to Creative Businesses

The Walt Disney Company today announced details of its strategic restructuring that will refocus the organization on creativity, empower creative leaders and ensure they are accountable for all aspects of their businesses globally, and put the company’s streaming business on a path to sustained growth and profitability. Effective immediately, the company will be organized into three core, collaborative business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences and Products. The leaders of each business segment will have full operational control and financial responsibility for creative development, marketing, technology, sales, and distribution, and will be accountable for driving business efficiencies globally.

“For nearly 100 years, storytelling and creativity have fueled The Walt Disney Company, with virtually every interaction we have with our consumers emanating from something creative,” said Robert A. Iger, Chief Executive Officer, The Walt Disney Company. “I am committed to positioning this company for a new era of growth. Our strategic restructuring will return creativity to the center of the company, increase accountability, improve results, and ensure the quality of our content and experiences.”

Disney Entertainment will be co-chaired by Alan Bergman and Dana Walden, who will be responsible for the company’s full portfolio of entertainment media and content businesses globally, including streaming.

ESPN will include ESPN networks and ESPN+ and will be led by Jimmy Pitaro. Pitaro will also be responsible for the management and supervision of the company’s full portfolio of sports content, products, and experiences across all of Disney’s platforms worldwide, including its international sports channels.

The streaming business remains a top priority for the company. Disney’s unparalleled collection of renowned and trusted franchises and brands, combined with the reach of the streaming portfolio (consisting of Disney+, ESPN+, Hulu, Star+, and Hotstar) creates rich and direct connections between the consumer and the company’s stories and characters, powering growth across the entire company.

“Every day, I am reminded of what incredible talent we have leading the many facets of this company,” Iger said. “Thanks to my management team and our exceptional business leaders, who have acted quickly and strategically on the important changes we are undertaking today, I am as encouraged as ever by what the future holds for The Walt Disney Company.”

Bergman and Walden will oversee the company’s global entertainment streaming businesses and manage all content decisions for those services, including Disney+ and Hulu.

Bergman will also have primary oversight of the following businesses and content brands: Disney Live Action, Walt Disney Animation Studios, Pixar Animation Studios, Marvel Studios, Lucasfilm, 20th Century Studios, and Searchlight Pictures, as well as Disney Music Group and Disney Theatrical Group.

Walden will also have primary oversight of the following businesses and content brands: ABC Entertainment, ABC News, ABC Owned Televisions Stations, Disney Branded Television, Disney Television Studios, Freeform, FX, Hulu Originals, National Geographic Content, and Onyx Collective.

Pitaro will continue to oversee eight linear networks, including ESPN and ESPN2; sports content across all Disney domestic and, going forward, international platforms; ESPN+; ESPN Audio; ESPN Digital; ESPN Social; ESPN Fantasy; and a variety of owned sports events.

Effective immediately, several shared-service organizations across the company will support both Disney Entertainment and ESPN, facilitating company-wide efficiencies and creating a more cost-effective, coordinated, and streamlined approach to operations. These include Product and Technology, led by Aaron LaBerge; Advertising Sales, led by Rita Ferro; and Platform Distribution, led by Justin Connolly—excluding Theatrical Distribution and Music, which will be overseen by Bergman.

Outside of North America, the company’s media, entertainment, and sports content and operations will continue to be managed regionally by Luke Kang, President Asia Pacific; Jan Koeppen, President EMEA; Diego Lerner, President LATAM; and K Madhavan, President India. These leaders will report to Bergman, Walden, and Pitaro as part of their global responsibilities. As a result of the changes, Rebecca Campbell, Chairman, International Content and Operations, has decided to leave the company. An esteemed leader and longtime industry veteran, Campbell will stay on through June to help with the transition.

Disney Parks, Experiences and Products—encompassing the company’s award-winning theme parks, cruise line, resort
destinations, and Adventures by Disney and National Geographic Expeditions, as well as Disney’s global consumer products, games, and publishing businesses—will continue under the leadership of Chairman Josh D’Amaro.

The organizational changes will be implemented immediately, and the company will begin reporting financial results under the new business structure by the end of the fiscal year.

 

[wabbott]

https://deadline.com/2023/02/dana-w...il-disney-entertainment-structure-1235254646/

Disney Restructuring Takes Shape With Dana Walden & Alan Bergman Taking Streaming Oversight, International Content Shakeup, ESPN & Entertainment Ties
By Peter White, Nellie Andreeva
February 9, 2023 10:05am PST




Disney Entertainment, the new division run by Dana Walden and Alan Bergman, will oversee the company’s main streaming services including Disney+ as details of the company strategic restructuring emerge.

Additionally, the TV and film unit will now share some back-end functions with ESPN and employees from Disney Media and Entertainment Distribution (DMED), the Bob Chapek-created unit previously run by Kareem Daniel, and International Content and Operations coming under Disney Entertainment and ESPN.

Rebecca Campbell, Chairman, International Content and Operations, is the most senior executive to leave the business as part of the changes, which CEO Bob Iger said would also include around 7,000 job losses. Campbell has been with the company since 1997 and has held various roles including at the local stations group, President of Disneyland Resort and EMEA boss.


From the TV and film perspective, the biggest news coming out of the shake-up is that Walden and Bergman will oversee the company’s global streaming business and manage all content decisions for Disney+ and Disney-controlled Hulu. Michael Paull, who was previously President, Direct to Consumer, DMED, will continue to oversee Disney+ and Hulu, reporting to Walden and Bergman.

The split in the middle of steaming oversight between Bergman and Walden will also apply to marketing, with Asad Ayaz continuing to oversee marketing for Bergman’s creative groups in addition to Disney+, working closely with the Hulu marketing team, and Shannon Ryan continuing to oversee marketing for Waldena’s creative groups in addition to Hulu, working closely with the Disney+ marketing team.

In a memo to staff, Bergman, Walden and ESPN’s Jimmy Pitaro addressed the fate of staffers from the now-defunct DMED division.

“Today our colleagues from both Disney Media and Entertainment Distribution (DMED) and International Content and Operations (IC&O) will be joining Disney Entertainment and ESPN, with some becoming a part of one of the new shared functions that support both of our businesses,” they said.

One of DMED’s top executives, Debra OConnell, president of Networks for Disney Media & Entertainment Distribution, is taking on a new role, President, Networks (excluding ESPN), reporting to Walden, who is adding oversight of ABC Owned Television Stations, a division that she wasn’t previously in charge of.

According to sources, also staying at Disney is OConnell’s top lieutenant at DMED, head of business operations Chuck Saftler, whose exact position is unclear.

In addition to adding ABC O&O stations, Walden also will continue to oversee ABC Entertainment, ABC News, Disney Branded Television, Disney Television Studios, Freeform, FX, Hulu Originals, National Geographic Content, and Onyx Collective.

No mention of any changes in Disney’s television studio operations such as 20th Television and ABC Signature as part of the restructure.

Bergman will continue to have oversight of Disney Live Action, Walt Disney Animation Studios, Pixar Animation Studios, Marvel Studios, Lucasfilm, 20th Century Studios, and Searchlight Pictures as well as Disney Music Group and Disney Theatrical Group.

On the ESPN side, Pitaro will continue to oversee the ESPN Networks and ESPN+ as well as international sports channels.

The company said several “shared-service organizations” will be brought together across both Disney Entertainment and ESPN as the company seeks costs to cut. These include Product and Technology, led by Aaron LaBerge, Advertising Sales, led by Rita Ferro, and Platform Distribution led by Justin Connolly excluding Theatrical Distribution and Music, which will be overseen by Bergman.

Internationally, the company’s media, entertainment, and sports content and operations will continue to be managed regionally by Luke Kang, President Asia Pacific, Jan Koeppen, President EMEA, Diego Lerner, President LATA; and K Madhavan, President India. They will report to Bergman, Walden, and Pitaro.

There are still a number of personnel decisions to be made. In the interim, DMED and International Content and Operations finance, communications, HR, and legal teams will report to Christine McCarthy, Kristina Schake, Paul Richardson and Horacio Gutierrez respectively as the company “finalizes operations and structures”.

In an internal note, Walden, Bergman and Pitaro addressed the layoffs, which they said “will affect every segment and function across the company”.

“We are very mindful of the personal impact of these changes. More permanent decisions about individual positions and teams will be made in the coming weeks as we build out our operations in alignment with the company’s overall strategic priorities. Understandably, these changes will take a toll on colleagues who will be impacted, and we do not take that lightly. We will continue to be as transparent as possible throughout this process,” they wrote.

The Walt Disney Company CEO Bob Iger, who yesterday announced the new company structure of three main business segments, Disney Entertainment, ESPN, and Disney Parks, Experiences and Products, provided further comments on the reorganization in conjunction with today’s announcement.

“For nearly 100 years, storytelling and creativity have fueled The Walt Disney Company, with virtually every interaction we have with our consumers emanating from something creative,” he said. “I am committed to positioning this company for a new era of growth. Our strategic restructuring will return creativity to the center of the company, increase accountability, improve results, and ensure the quality of our content and experiences.”

“Every day, I am reminded of what incredible talent we have leading the many facets of this company,” he added. “Thanks to my management team and our exceptional business leaders, who have acted quickly and strategically on the important changes we are undertaking today, I am as encouraged as ever by what the future holds for The Walt Disney Company.”

 

[GAN]

You just made my argument on why ABC/ESPN need to be sold/spun off by the close of business today.

Entirely too much top management time is spent on marginal return products while the money-making stuff is neglected. And Iger just last night said that they were going to spend yet more time to try and "monetize" ESPN.

You have time for that, but not for the stuff that makes you the most money?

The very definition of a stupid business decision.

If streaming, and content, is the future of television ...getting rid of ESPN/ABC is pretty foolish in my opinion. They're in it for the long haul -they're content to sit back and watch others fail or be absorbed. And I think you'll see Disney do some absorbing in the next couple years....

 

[wabbott]

If streaming, and content, is the future of television ...getting rid of ESPN/ABC is pretty foolish in my opinion. They're in it for the long haul -they're content to sit back and watch others fail or be absorbed. And I think you'll see Disney do some absorbing in the next couple years....

Point taken. But show me the money.

 

[GAN]

Point taken. But show me the money.

Hey... I made 18% on the stock so far the last 30-days . That's got to count for something. If they're going to acquire a say Netflix, Iger will have no issue raising the cash.

 

[RivShore]

Point taken. But show me the money.

Come on Mr. Peltz, isn't that $200M+ that you made in you Disney purchase, in less than a month, enough?

 

[RivShore]

Hey... I made 18% on the stock so far the last 30-days . That's got to count for something. If they're going to acquire a say Netflix, Iger will have no issue raising the cash.

Wait a minute, maybe you are the real Peltz????

 

[wabbott]

To clarify, show me the money that D+ is making, or ABC, or ESPN, or movies, or each individual park for that matter.

 

[Brocktoon]

If streaming, and content, is the future of television ...getting rid of ESPN/ABC is pretty foolish in my opinion. They're in it for the long haul -they're content to sit back and watch others fail or be absorbed. And I think you'll see Disney do some absorbing in the next couple years....

I think it's been mentioned before, but companies like Disney and Amazon are in a much better situation to weather the streaming wars as they have other sources of revenue ... streaming/content isn't their only business. Streamers like NetFlix and HBOMax will have a much harder time with survival in the long run. As you mentioned, I wouldn't be surprised to see Prime Video and D+/Hulu acquire top content as other streaming platforms sell off stuff to stay profitable.

 

[HokieRaven5]

To clarify, show me the money that D+ is making

Considering Disney is not projecting D+ to make a profit till FY24 no sense showing anything on that.

Since Disney+ has existed the operating incomes of each:

FY 20 Linear Networks - $9.4B
Parks - $455M (the parks actually lost $1.7B, got boosted by $2.2B from Consumer Products)

FY 21 Linear Networks - $8.4B
Parks - $471M (Parks actually lost $2.2B, boosted by $2.6B from Consumer Products)

FY 22 Linear Networks - $8.5B
Parks - $7.9B

 

[wabbott]

Now what!?!?

https://finance.yahoo.com/quote/DIS?p=DIS

111.00-0.78 (-0.70%)
As of 03:13PM EST. Market open.

 

[clarker99]

Now what!?!?

https://finance.yahoo.com/quote/DIS?p=DIS

111.00-0.78 (-0.70%)
As of 03:13PM EST. Market open.

More sellers than buyers. Lol

 

[Duckbug.Ducktales]

Yes, I understand about their desire to "spread out costs" so as not to ding the balance sheet. But you are also forgoing the revenues that attraction would have produced were it up and running more quickly.

Spreading out openings also lets them use the openings for advertising. Come this year to experience this. Come next year to experience that. etc

 

[GAN]

Wait a minute, maybe you are the real Peltz????

It's turning into an episode of What's My Line ...look it up all you young folk!

 

[Brian Noble]

111.00-0.78 (-0.70%)
As of 03:13PM EST. Market open.

Better than the market baseline. Maybe not bad.

 

[GAN]

Spreading out openings also lets them use the openings for advertising. Come this year to experience this. Come next year to experience that. etc

Advertising in the form of "FREE" social media exposure.....