DIS Shareholders and Stock Info ONLY

[Duckbug.Ducktales]

The Washington Post decided to share their opinion on the D'Amaro ascension as well. Here's a gift article:

A new ruler for the Magic Kingdom
Disney's pick to replace Bob Iger reflects the iconic brand's urgency to evolve or die

https://wapo.st/3ZgkM2C

 

[wabbott]

More Gorman comments.

https://finance.yahoo.com/news/disneys-board-meticulous-ceo-handoff-200835314.html

For Disney's board, a meticulous CEO handoff — not 'a rigged game' — was the imperative
by Meg James - Los Angeles Times

Wed, February 4, 2026 at 2:08 PM CST

 

[hardcorestitch]

Josh D’Amaro is the new CEO of The Walt Disney Company. Dana Walden to become Chief Creative Officer
https://thewaltdisneycompany.com/news/disney-ceo-announcement/

Dana Walden To Become President and Chief Creative Officer of The Walt Disney Company

The Walt Disney Company Board of Directors announced today that, in a unanimous vote held on Monday, it elected Disney Experiences Chairman Josh D’Amaro to become Chief Executive Officer of The Walt Disney Company, effective at the upcoming Annual Meeting on March 18, 2026, when he will succeed longtime Disney CEO Robert A. Iger. The Board also intends to appoint D’Amaro as a director immediately following that meeting. As head of the company’s largest business segment with $36 billion in annual revenue in FY2025 and 185,000 Cast Members and employees worldwide, D’Amaro, a 28-year Disney veteran, is the architect of the largest global expansion in Disney Experiences history, and has led the segment to new heights financially, creatively, and in guest satisfaction.

“Josh D’Amaro possesses that rare combination of inspiring leadership and innovation, a keen eye for strategic growth opportunities, and a deep passion for the Disney brand and its people – all of which make him the right person to take the helm as Disney’s next CEO,” said James Gorman, Chairman of The Walt Disney Company Board of Directors. “Throughout this search process, Josh has demonstrated a strong vision for the company’s future and a deep understanding of the creative spirit that makes Disney unique in an ever-changing marketplace. He has an outstanding record of business achievement, collaborating with some of the biggest names in entertainment to bring their stories to life in our parks, showcasing the power of combining Disney storytelling with cutting-edge technology. The Board believes he is exceptionally well prepared to guide this global company forward to serve our consumers around the world and create long-term value for shareholders.”

“Josh D’Amaro is an exceptional leader and the right person to become our next CEO,” said Robert A. Iger, CEO, The Walt Disney Company. “He has an instinctive appreciation of the Disney brand, and a deep understanding of what resonates with our audiences, paired with the rigor and attention to detail required to deliver some of our most ambitious projects. His ability to combine creativity with operational excellence is exemplary and I am thrilled for Josh and the company.”

Concurrent with D’Amaro’s appointment, Dana Walden, Co-Chairman of Disney Entertainment, has been named President and Chief Creative Officer of The Walt Disney Company, also effective March 18. As Co-Chairman of Disney Entertainment, Walden has led Disney’s world-renowned, award-winning entertainment media, news, and content businesses globally, including Disney’s streaming businesses. In this new role – a historic first for the enterprise – Walden will report directly to D’Amaro and will ensure that storytelling and creative expression across every audience touchpoint consistently reflect the brand, engage audiences at scale, and advance core business objectives, while driving enterprise-wide initiatives and translating vision into action.

“Dana Walden is an excellent leader who commands tremendous respect from the creative community,” continued Iger. “Given that creativity is at the heart of everything Disney does, she is a wonderful choice to serve in this new leadership role. In the years since Dana joined Disney, she has accumulated great knowledge about the many facets of our businesses and brands, and is very well prepared to be President and Chief Creative Officer.”

Welcome to D’Amaroland!

 

[RivShore]

You can't report 2 quarters of Entertainment profit declines and then leave Wall St in the dark on half your business's future. Lol.

Plus, the way they re-jigged reporting there is far less transparency on the Entertainment side. Everything is just lumped together vs breaking out Linear, Streaming and Studios. Not being able to see the underlying trends is gonna weigh on things especially if things are down.

As has been stated before, the slow ramp up of streaming profits is frustrating. Seems to be no urgency.

What a self inflicted wound...It's almost like they wanted Josh to have the lowest possible bar to clear, from a stock price perspective.

 

[RivShore]

Record tourist tax collections for 2025, travel was still booming in central FL:

https://www.clickorlando.com/news/l...025-heres-what-the-money-is-used-for-and-why/

 

[HokieRaven5]

Zaslav may have his own proxy battle developing. Ancora Holdings allegedly acquired $200M in stock in Warner and could potentially try to push to oppose the Netflix deal:

https://www.bloomberg.com/news/arti...s-said-to-build-stake-in-warner-bros-mlhcwf5o

 

[OKW Lover]

Record tourist tax collections for 2025, travel was still booming in central FL:

https://www.clickorlando.com/news/l...025-heres-what-the-money-is-used-for-and-why/

View attachment 1046978

I wonder how much of this is volume based and how much is because of increased tax rates

 

[RivShore]

I wonder how much of this is volume based and how much is because of increased tax rates

Per Google, tax rates have not increased in years:

Revenue Growth: While early rates were lower, the tax has been at its maximum 6% for many years, with collections breaking records in the 2020s.

Now, room rate inflation could drive up the tax collection, but I think if anything, rates have experienced deflation lately, especially at short term rental units, this has mostly been due to increased inventory coming on line.

 

[HokieRaven5]

I wonder how much of this is volume based and how much is because of increased tax rates

Just for local air traffic, for MCO at least as of the end of November 2025 was within 1% of last year in terms of total passengers traveling through.

 

[clarker99]

I wonder how much of this is volume based and how much is because of increased tax rates

Just for local air traffic, for MCO at least as of the end of November 2025 was within 1% of last year in terms of total passengers traveling through.

TDT collections were 7.5% higher in 2025 vs 2024. It seems that Orlando is one of the few places in the USA that seen a rise in visitors yr over yr in 2025.

Based on visit florida dot org, January through August 2025 visitors to the State was flat year over year. This even while Canadian visitors were down 15% over the same period.

(Data from Visit Florida dot Org)

Orange County likely not seeing as big of a decline from Canadian visitors.

Sometimes when they report the TDT collections they will tell you what contributed to the result but they have not mentioned anything specific for a while.

To me it looks like more visitors year over year to Orange county and rates seem slightly up (I don't have hotel data to confirm this).

Essentially, Orange County is bucking the national trends.

 

[Brian Noble]

It would not surprise me that total visitation to Orlando is up---if only because of Epic.

 

[clarker99]

It would not surprise me that total visitation to Orlando is up---if only because of Epic.

The monthly TDT reports only noted Epic as a reason for increases in the months of May and June. I assume Epic continues to help drive things but not enough to get credit from the comptroller reports from July to Dec.