DIS Shareholders and Stock Info ONLY

[RivShore]

Apparently the decline and fall of the traveling consumer has been greatly exaggerated:



Some airlines also up big this week, like Southwest up 20% today.

 

[HokieRaven5]

NYT musing the CEO Selection will be made in the next week:

https://www.nytimes.com/2026/01/30/business/media/disney-ceo.html

 

[OKW Lover]

NYT musing the CEO Selection will be made in the next week:

https://www.nytimes.com/2026/01/30/business/media/disney-ceo.html

Interesting that they believe Josh is the front runner.

 

[HokieRaven5]

https://investors.thewaltdisneycomp...Relations-and-Corporate-Strategy/default.aspx

Benjamin Swinburne has been named Executive Vice President of Investor Relations and Corporate Strategy for The Walt Disney Company (NYSE: DIS), it was announced today by Hugh F. Johnston, Senior Executive Vice President and Chief Financial Officer. Swinburne will join Disney in the near future and report directly to Johnston. He has most recently served as Managing Director and Head of US Media and Telecom & Cable Services Research at Morgan Stanley.

“Ben has been one of the industry’s most respected media analysts and brings deep insight into the evolving global entertainment landscape,” said Johnston. “His analytical rigor, strategic perspective, and long-standing knowledge of our business and broader industry make him an exceptional addition to our team as we continue to execute against our long‑term vision and deliver sustained value for our shareholders.”

In this new role, Swinburne will lead Disney’s investor relations function, communicating the company’s financial performance and long‑term strategic vision to institutional investors and retail shareholders, sell-side analysts and other key stakeholders. He will also oversee the company's long-term strategic planning and market analysis in his corporate strategy role, identifying growth opportunities based on industry trends and evolving entertainment consumption.

 

[Brian Noble]

Some airlines also up big this week, like Southwest up 20% today.

They gave some VERY aggressive guidance based on the newly-adopted unbundled-pricing model.

 

[HokieRaven5]

They gave some VERY aggressive guidance based on the newly-adopted unbundled-pricing model.

Wall Street loves a good overpromise of future profits to grip on.

AI has had that grip on the markets despite next to no ROI as of yet.

 

[wabbott]

https://www.wsj.com/business/media/...re-contract-expires-35406a7b?mod=hp_lead_pos1

Iger Has Told Associates He Plans to Leave CEO Role Before Contract Expires
Disney’s board is planning to meet next week, where it is expected to vote on a new CEO

By Robbie Whelan, Jessica Toonkel and
Ben Fritz

Jan. 30, 2026 4:47 pm EST

 

[wabbott]

https://www.wsj.com/business/media/...re-contract-expires-35406a7b?mod=hp_lead_pos1

Iger Has Told Associates He Plans to Leave CEO Role Before Contract Expires
Disney’s board is planning to meet next week, where it is expected to vote on a new CEO

By Robbie Whelan, Jessica Toonkel and
Ben Fritz

Jan. 30, 2026 4:47 pm EST

https://www.msn.com/en-us/money/com...-ceo-role-before-contract-expires/ar-AA1VlRzw

This gets around paywall.

 

[Cfabar1]

At this point it seems like it has to be D'Amaro, and perhaps Walden... Wall Street doesn't want a "surprise".... The WSJ article which references ABC and Iger's dislike of the internal challenges makes me think yet another reason it is D'Amaro... While Walden is not mentioned by name, it seems like it would have been bad for this kind of leak right before announcing her to run the company...

 

[pzw90]

Disney’s board is planning to meet next week, where it is expected to vote on a new CEO

Will white smoke from the Mark Twain Riverboat signify they have made a selection?

 

[Elijah Abrams]

At this point it seems like it has to be D'Amaro, and perhaps Walden... Wall Street doesn't want a "surprise".... The WSJ article which references ABC and Iger's dislike of the internal challenges makes me think yet another reason it is D'Amaro... While Walden is not mentioned by name, it seems like it would have been bad for this kind of leak right before announcing her to run the company...

How about both D'Amaro and Walden as co-CEOs?

 

[Duckbug.Ducktales]

How about both D'Amaro and Walden as co-CEOs?

I'm not sure the two are that close beyond their professional relationship at Disney. It's not like Eisner and Wells, who were good personal friends.

Maybe if D'Amaro is picked, Walden is elevated in title and compensation to keep her talents within the company; previous articles have suggested something like that. Then she might work even closer with the CEO? And help him with the Hollywood connections that he reportedly lacks.

 

[Elijah Abrams]

Maybe if D'Amaro is picked, Walden is elevated in title and compensation to keep her talents within the company; previous articles have suggested something like that. Then she might work even closer with the CEO? And help him with the Hollywood connections that he reportedly lacks.

Interesting idea.

 

[HokieRaven5]

https://sports.yahoo.com/nfl/articl...-league-now-owns-10-of-network-060755625.html

NFL and ESPN officially close massive deal with government approval; league now owns 10% of network​

The billion-dollar agreement between the NFL and ESPN officially closed on Saturday after receiving approval from government regulators, according to The Athletic's Andrew Marchand.

Originally announced in August, the deal will see the NFL acquire a 10% stake in the network from The Walt Disney Company. In exchange, ESPN will add NFL Network to its family of networks, as well as NFL RedZone and the league's fantasy football platform.

 

[wabbott]

https://www.bloomberg.com/news/arti...se-to-picking-parks-chief-d-amaro-as-next-ceo

Disney Board Is Close to Picking Parks Chief D’Amaro as Next CEO

By Thomas Buckley
February 1, 2026 at 6:32 PM CST

 

[wabbott]

https://www.bloomberg.com/news/arti...asts-with-record-park-sales-ahead-of-ceo-pick

Disney Beats Forecasts With Record Park Sales Ahead of CEO Pick

by Thomas Buckley

February 2, 2026 at 11:40 AM UTC
Walt Disney Co. reported sales and profit that beat estimates in the first quarter of its fiscal year, boosted by a record $10 billion in revenue from the division that includes parks and cruises.

Earnings per share in the period were $1.63, beating the average analyst estimate of $1.56.

 

[wabbott]

https://finance.yahoo.com/quote/DIS/

The Walt Disney Company (DIS)

112.80 +1.22 (+1.09%)
At close: January 30 at 4:00:38 PM EST

117.83 +5.03 (+4.46%)
Pre-Market: 6:54:47 AM EST

 

[HokieRaven5]

Walt Disney Company Q1 Earnings Report

Key Points:

• Entertainment: Revenue increased 7% compared to Q1 fiscal 2025. Operating income (OI) declined $0.6 billion to $1.1 billion, resulting in Entertainment segment operating margin of 9.5%, as higher programming and production and marketing costs in the quarter more than offset an increase in subscription and affiliate fees and higher theatrical revenue

◦ SVOD(2) revenue increased 11% compared to Q1 fiscal 2025 (growth reflects a 1 ppt adverse impact from the inclusion of Star India revenue in the prior-year quarter). SVOD operating income(3) increased $189 million to $450 million, resulting in SVOD operating margin(3) of 8.4%

◦ Segment advertising revenue decreased 6% compared to Q1 fiscal 2025, and reflects a net adverse impact of 11 ppts from the inclusion of Star India and higher political advertising in Q1 fiscal 2025 and Fubo in Q1 fiscal 2026

• Sports: Q1 segment OI of $191 million, a decrease of $56 million compared to Q1 fiscal 2025, as advertising revenue growth of 10% was more than offset by higher programming and production costs and a decrease in subscription and affiliate fees

◦ Temporary suspension of YouTube TV carriage had an adverse impact to segment operating income of approximately $110 million

• Experiences: Record quarterly revenue of $10.0 billion and segment OI of $3.3 billion

◦ Domestic Parks & Experiences OI growth of 8%

◦ Attendance at our domestic parks was up 1% in the quarter, and per capita spending was up 4%

Guidance and Outlook:

• Q2 Fiscal 2026:

◦ Entertainment:

▪ Segment OI comparable to Q2 fiscal 2025

▪ SVOD operating income(1) of approximately $500 million, an increase of approximately $200 million compared to Q2 fiscal 2025

◦ Sports(2):

▪ Comparable revenue to Q2 fiscal 2025, and a decline in segment OI of $100 million reflecting higher rights expenses

◦ Experiences:

▪ Modest segment OI growth, due to a combination of factors, including international visitation headwinds at our domestic parks, pre-launch costs for the Disney Adventure at Disney Cruise Line and pre-opening costs for World of Frozen at Disneyland Paris

• Fiscal Year 2026(3):

◦ Entertainment:

▪ Double digit segment OI growth compared to fiscal 2025, weighted to the second half of the year

▪ SVOD operating margin(4) of 10%

◦ Sports(2):

▪ Low-single digit segment OI growth compared to fiscal 2025

◦ Experiences:

▪ High-single digit growth in segment OI compared to fiscal 2025, weighted to the second half of the year

◦ Double digit adjusted EPS(5) growth compared to fiscal 2025

◦ $19 billion in cash provided by operations(6)

◦ On track to repurchase $7 billion of stock

 

[HokieRaven5]

The Walt Disney Company Q1 FY26 10-Q

 

[HokieRaven5]

Park info on attendance and occupancy from the 10-Q