DIS Shareholders and Stock Info ONLY

[HokieRaven5]

ESPN valued at approximately $30B based on NFL deal:

NFL media assets

In January 2026, ESPN acquired NFL Network and certain other media assets owned and controlled by NFL Enterprises LLC, including the NFL RedZone channel’s pay TV distribution and NFL Fantasy (collectively the Specified Assets), from NFL Enterprises LLC in exchange for a 10% noncontrolling interest of ESPN (the NFL Transaction). This transaction will allow the Company to expand audience reach, increase accessibility and flexibility for consumers, drive innovation, and offer more high-quality content at competitive prices. As a result of the NFL Transaction, the Company has an effective 72% interest in ESPN, with Hearst Corporation (Hearst) and NFL Enterprises LLC holding 18% and 10%, respectively. After July 2034, based on the performance of the Specified Assets, the Company may have the right to reacquire (the Exchange Right) the NFL’s interest in ESPN in exchange for a ten-year note at 70% of the then fair market value of the NFL’s interest in ESPN. Alternatively, on a similar time frame, the NFL may have the right to acquire up to a 4% additional equity interest in ESPN at a purchase price equal to 70% of the then fair market value of ESPN.

The estimated fair value of the NFL Transaction is approximately $3 billion. A significant portion of the transaction value will be deferred until late fiscal 2033 and amortized as an expense thereafter, or, in the case that the Company exercises its Exchange Right, would be charged to equity. The Company is in the process of finalizing the valuation of the assets acquired, liabilities assumed and noncontrolling interests.

 

[wabbott]

https://www.wsj.com/business/media/disney-dis-q1-earnings-report-2026-1170ca66?siteid=yhoof2

Disney Shares Fall Despite Streaming Growth, as CEO Decision Nears
Entertainment company warns that declining international tourism is weighing on its U.S. theme parks

By Ben Fritz and Isabella Simonetti
Updated Feb. 2, 2026 9:58 am ET

this gets around paywall

https://www.msn.com/en-us/money/com...ming-growth-as-ceo-decision-nears/ar-AA1Vuunq

 

[Elijah Abrams]

Dang, I was expecting an announcement today regarding who the new CEO of Disney will be.

 

[clarker99]

$DIS made a bunch of reporting changes on the Entertainment side. Prob the largest change in many many years. It is a mess to decipher and compare certain things like Streaming and Linear vs. the past. Pretty much all my spreadsheets will need to be re-done. Yay.

 

[clarker99]

Disney Shares Fall Despite Streaming Growth

My guess for the stock price drop today... Disney did not provide forward looking guidance on diluted EPS, Entertainment Operating Income or Margin. Things are too muddy and they cannot predict with enough certainty. Wild.
https://investors.thewaltdisneycomp...nts/2026/Feb/02/Financial-Reconciliations.pdf

D+/Hulu: +15% Operating Income vs last yrs Q1
Rest of the Entertainment side: -55% in operating income vs last yrs Q1

I have not yet listened to the call to glean any other context.

 

[wabbott]

Discussing issue on CNBC at this time.

 

[BayTower2010]

Dang, I was expecting an announcement today regarding who the new CEO of Disney will be.

Cannot announce until after board meets and votes, which is supposed to happen later this week. Why they have not announced the exact date of the meeting smacks of paranoia. They may not want to announce until after a compensation/contract has been agreed on and signed (what if Josh insists that Bob turns in his keys to the executive office and gets the heck out of the building, after all the post Chapek relevations I know that is what I would insist)