DIS Shareholders and Stock Info ONLY

[afan]

I was at that rate for a couple of years, but are those deals available to past subscribers? E.g. if I cancel in September, can I get the holiday deal in November?

In any event, it will be interesting to see whether this month's happenings have an effect on Disney/Hulu viewership in the next couple of months.

Just need to use a different email if it's only for new subscribers.

 

[fatmanatee]

I was at that rate for a couple of years, but are those deals available to past subscribers? E.g. if I cancel in September, can I get the holiday deal in November?

Almost always no. Deals like this are usually to get new people on board and hopefully they continue at the regular price once the deal expires.

 

[kilik64]

The black friday deal has been open to anyone without an active sub last couple of years. New or returning.

I still had an active sub that I canceled but since it was still active during the deal, had to have to my wife do it. She didn't bother to get the d+ portion (you sign up for hulu and have to activate a $1 per month d+ addon promo within a certain time period) so we ended up missing out on it. Still had the hulu sub part, just not the d+ addon. Canceled it after figured out she didn't do the d+ bit. I am not still mad about it...

Did get it back for a while on some deal they had for 3 months, went to cancel that got another deal for another 3 months, went to just cancel that today and didn't get offered anything. Good through early November currently, hopefully they pull out the BF deal again, I'd do it even if that went up to $4-6 for it. Otherwise I am out on D+.

 

[Elijah Abrams]

An uh-oh for Bob Iger:

https://deadline.com/2025/09/disney-shareholders-legal-threat-kimmel-suspension-1236555246/

 

[HokieRaven5]

And back to regularly scheduled programming. Sinclair and Nexstar putting Kimmel back on the air.

https://apnews.com/article/jimmy-kimmel-sinclair-affiliates-40489e9058a609029ebcb2ef894221e9

 

[wabbott]

https://finance.yahoo.com/news/how-...ighlights-linear-tvs-fragility-190413148.html

Yahoo Finance
How Disney’s Kimmel controversy highlights linear TV’s fragility

Allie Canal · Senior Reporter
Fri, September 26, 2025 at 11:06 AM HST

 

[Elijah Abrams]

Found this article regarding the Jimmy Kimmel debacle. Looks like said debacle is gonna cost Dana Walden her chance at the CEO position.

https://archive.ph/QmLmR

 

[Disney Bobby]

Found this article regarding the Jimmy Kimmel debacle. Looks like said debacle is gonna cost Dana Walden her chance at the CEO position.

https://archive.ph/QmLmR

If true, that's a good thing.

 

[BayTower2010]

Found this article regarding the Jimmy Kimmel debacle. Looks like said debacle is gonna cost Dana Walden her chance at the CEO position.

https://archive.ph/QmLmR

The author misses a bigger point. What happens in Jan 2026 when Kimmel's contract is set to expire? Does Danna give into the Hollywood pressure to re-up Jimmy???? Even before this dust up, many of the rumors I was reading indicated Disney was ready to move on from a very expensive and a show losing multimillions of dollars. This is true strength of leadership--do what is right for the company and cut bait with a negative profitable show or extend to appease the Hollywood crowd at the expense of profitability.

 

[Elijah Abrams]

https://www.latimes.com/entertainme...0/jimmy-kimmel-bob-iger-disney-ceo-succession

Disney’s handling of Jimmy Kimmel fallout highlights big challenges for next leader​

By Meg James
Senior Entertainment Writer
Sept. 30, 2025 3 AM PT

NOTE: I find the part in the article about some worrying that none of the candidates (Alan Bergman, Dana Walden, Josh D'Amaro, and Jimmy Pitaro) will match Iger’s skills to be nonsense. I feel the company needs a change of pace under the new CEO.

 

[OKW Lover]

Even before this dust up, many of the rumors I was reading indicated Disney was ready to move on from a very expensive and a show losing multimillions of dollars.

I wonder how the rumors know how much Disney is making or losing on this. Does that count the add revenue that they get at the time it airs?

 

[Duckbug.Ducktales]

https://www.latimes.com/entertainme...0/jimmy-kimmel-bob-iger-disney-ceo-succession

Disney’s handling of Jimmy Kimmel fallout highlights big challenges for next leader​

By Meg James
Senior Entertainment Writer
Sept. 30, 2025 3 AM PT

NOTE: I find the part in the article about some worrying that none of the candidates (Alan Bergman, Dana Walden, Josh D'Amaro, and Jimmy Pitaro) will match Iger’s skills to be nonsense. I feel the company needs a change of pace under the new CEO.

There's something to be said about having wide connections and ample respect within the industry, which Iger has. That doesn't mean that the next person can't build that, too, but it may take time.

 

[BayTower2010]

There's something to be said about having wide connections and ample respect within the industry, which Iger has. That doesn't mean that the next person can't build that, too, but it may take time.

Correct, if you treat this in a bubble as a "loss leader" like grocery stores do when they offer say Soda Pop at a ridiculous low price to get people to shop and buy higher priced goods. The question is how will the Board feel about this and how will the share holders feel about reupping on a show that was knowingly losing millions. The decision will have massive repercussions, so Dana is gotta be thinking why is this happening now and how do I get out of a career determining decision.

 

[Disney Bobby]

In a month, this episode of stupid from Kimmel will seem like 5 years ago, his rating will be back in the tank, and nobody will care. Disney should just shut up and let it die on its own.

 

[HokieRaven5]

https://thewaltdisneycompany.com/disneys-q4-fy25-earnings-results-webcast/

The Walt Disney Company will host a live audio webcast to discuss fiscal full year and fourth quarter 2025 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Thursday, November 13, 2025.

 

[Elijah Abrams]

https://www.bloomberg.com/news/arti...ike-the-ceo-in-waiting?embedded-checkout=true

Disney Parks Chief Is Looking Very Much Like the CEO in Waiting​

Search for Bob Iger’s successor is viewed as two-horse race with Josh D’Amaro in the lead

By Thomas Buckley
October 2, 2025 at 10:30 AM UTC

• Walt Disney Co. Chief Executive Officer Bob Iger bristled at the suggestion that Josh D’Amaro will succeed him as CEO, saying the board hadn’t made a decision.
• The board is focused on four internal candidates, including D’Amaro, Dana Walden, Alan Bergman, and Jimmy Pitaro, to succeed Iger when the company names a new CEO early next year.
• D’Amaro is viewed as a leading candidate due to his understanding of Disney’s culture and his success in leading the company’s theme-parks division, which has been Disney’s most profitable division.

Walt Disney Co. Chief Executive Officer Bob Iger was chatting at the Farmshop restaurant in Santa Monica, California, a couple weeks ago when the conversation turned tense.
His breakfast partner suggested Josh D’Amaro, head of Disney’s theme-parks division, “will do a great job when he’s appointed CEO.” Iger bristled, according to a person who witnessed the exchange. He raised his voice, saying the board hadn’t made a decision and that he had “no idea” where that notion was coming from.
The conversation reflects a growing consensus among many Disney executives, former executives and industry leaders that D’Amaro will succeed Iger when the company names a new CEO as planned early next year. The board is focused on four internal candidates, including D’Amaro, entertainment co-heads Dana Walden and Alan Bergman, and Jimmy Pitaro, who leads ESPN. Iger’s contract ends in December 2026.
Disney has reported the number of succession committee meetings, without providing other details. The process is being led by Chairman James Gorman, who oversaw a successful leadership transition at Morgan Stanley before joining Disney’s board in February 2024. A Disney spokesperson declined to comment.

The division that D’Amaro has led since 2020 is Disney’s most profitable. The “Experiences” business, which includes theme parks, cruise ships and consumer products, has boosted sales every year since the pandemic.
Through nine months of fiscal 2025, profit in the division rose to $8.12 billion, a third more than Disney’s TV, film, streaming and sports operations combined. The past few years have been a struggle for those businesses, which are still trying to find their footing in an age when many consumers no longer watch conventional TV or go to the movies as much.
Disney has earmarked up to $60 billion to expand the resorts division over the next decade with more attractions, more cruise ships and a licensed company theme park in the Middle East, its first in the region. D’Amaro also oversees Disney’s $1.5 billion investment in Epic Games, creator of the Fortnite game franchise.

One goal of the succession committee is to avoid past missteps. Over the years, Disney serially delayed the retirement of Iger, losing a number of potential internal candidates in the process. At his behest, the company appointed then-parks chief Bob Chapek as CEO in 2020 only to fire him and bring Iger back in 2022.

This time, succession is widely viewed inside and outside of Disney as a two-horse race, led by D’Amaro, 54, who was born 20 years to the day after Iger. Competing with him is entertainment co-Chair Walden, who primarily runs Disney’s TV business. Bergman and Pitaro are viewed as long shots, according to Disney executives who asked not to be identified talking about someone who may soon be their boss.

In recent months, D’Amaro has been looking like a CEO in waiting, through interactions with investors, employees and the broader entertainment industry.
In July, he appeared alongside Iger and Mickey Mouse as the New York Stock Exchange celebrated Disneyland’s 70th anniversary. D’Amaro attended movie premieres in Los Angeles on two consecutive nights that month.
In May, the parks chief participated in a question-and-answer session at a MoffettNathanson investor conference before showing up at rival Netflix Inc.’s presentation for advertisers and catching up with its senior executives. In March, at the South by Southwest festival, he appeared on a panel about the future of storytelling alongside film chief Bergman.
Walden and Bergman have distinguished themselves by steering the Disney+ streaming service to profitability after years of losses. Walden has also sought to make inroads with Wall Street, such as participating in a panel at a Morgan Stanley media and technology conference in March and being interviewed on CNBC’s Mad Money show in May.
Under her tenure, Disney has produced such TV hits as The Bear and Only Murders in the Building.

More recently, Walden played a leading role in the suspension of Jimmy Kimmel’s late-night talk show over remarks he made about the killer of activist Charlie Kirk, and in the internal deliberations that led to the program’s return days later.
Pitaro participated in a Bank of America conference in September, shortly after launching a new streaming version of ESPN.
Among Disney executives discussing succession, a common theme has been D’Amaro’s understanding of Disney’s culture, according to people with knowledge of the matter. He has worked at Disney for almost three decades, while Walden joined the company in 2019 after Disney’s $71.3 billion acquisition of the Fox entertainment business.

While D’Amaro has never supervised Disney’s film or TV units, he interacts almost daily with the people who run those businesses and is well liked by them, several of the people said.
In March, at a retreat in Florida for Disney’s top 300 managers, the four divisional leaders were given equal time to showcase their businesses and say how they will shape the company’s future, the people said. D’Amaro’s presentation, about the potential of the Experiences unit to bring Disney’s brand and entertainment properties to life, was especially inspiring, the people said.
In a game of pickleball at the retreat, D’Amaro lost a doubles match against two executives from the film studio, the people said. Insiders on hand joked they were surprised — they assumed he’d win anything he competes in.

My thought:

If it’s down to 2 in the front (Josh D'Amaro and Dana Walden), I think Disney should take a page from both Comcast and Netflix, and make both Josh and Dana co-CEOs, since Josh is parks and Dana is media. They can then find someone to be the company’s President/COO, like what the late Frank Wells was. If only they brought in either Tom Staggs or Kevin Mayer, so either one can stay at Candle Media to look after it.

 

[Mr_Woodchuck]

seems like the person that doesn't get it will likely leave -- so something else the board needs to think about. Who can the afford to lose.

 

[OKW Lover]

seems like the person that doesn't get it will likely leave -- so something else the board needs to think about. Who can the afford to lose.

Interesting thought. Not that it prevented some past missteps though. Josh is still pretty young and I would think they could persuade him to stay on to get more seasoning in his current role. Perhaps dangling a vice-chairmanship? Giving him an option to get more exposure to the rest of the company.