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The Walt Disney Company is a global entertainment conglomerate that operates through three main segments: Entertainment, Sports, and Experiences. The company offers a wide range of products and services, including streaming platforms, television channels, theme parks, resorts, and consumer products. Disney generates revenue from subscription fees, advertising, affiliate fees, theatrical distribution, theme park admissions, and merchandise sales, making it a significant player in the entertainment and leisure industries .
- Entertainment - Offers linear networks and direct-to-consumer services such as Disney+, Hulu, and Disney+ Hotstar, along with content sales and licensing, including theatrical, TV/VOD, and home entertainment distribution.
- Experiences - Operates domestic and international theme parks and resorts, Disney Cruise Line, and consumer products, generating revenue from admissions, vacations, merchandise licensing, and retail sales.
- Sports - Focuses on ESPN-branded television channels and ESPN+ direct-to-consumer service, with additional offerings from Star-branded sports channels in India, earning revenue through affiliate fees, advertising, and subscriptions.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Robert A. Iger ExecutiveBoard | Chief Executive Officer | Board Member at Microsoft Corporation and HCA Healthcare, Inc. | Resumed as CEO on Nov 20, 2022. Previously served as CEO (2005-2020) and Executive Chairman (2020-2021). Led acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox. | View Report → |
Horacio E. Gutierrez Executive | Senior EVP, Chief Legal and Compliance Officer | None | Joined Disney in 2022 as General Counsel. Promoted to Chief Legal and Compliance Officer in Dec 2023. Former Chief Legal Officer at Spotify. | |
Hugh F. Johnston Executive | Senior Executive Vice President and CFO | Board Member at Microsoft Corporation and HCA Healthcare, Inc. | Appointed CFO on Dec 4, 2023. Former EVP and CFO at PepsiCo (2010-2023). Extensive experience in financial strategy and operations. | |
Kristina K. Schake Executive | Senior EVP and Chief Communications Officer | None | Joined Disney in June 2022. Leads global communications strategy. Former Global Communications Director at Instagram and Counselor for Strategic Communications at HHS. | |
Sonia L. Coleman Executive | Senior EVP and Chief Human Resources Officer | None | Joined Disney in 2008. Appointed CHRO in April 2023. Leads global HR strategy, diversity initiatives, and organizational design. | |
Amy L. Chang Board | Director | Director at Procter & Gamble | Director since 2021. Expertise in technology trends, cybersecurity, and AI. Former Global Communications Director at Cisco. | |
Calvin R. McDonald Board | Director | CEO and Board Member at lululemon athletica inc. | Director since 2021. CEO of lululemon. Expertise in retail, brand-building, and customer engagement. | |
Carolyn N. Everson Board | Director | Director at Under Armour and The Coca-Cola Company; Senior Advisor at Permira and Boston Consulting Group | Director since 2022. Former President of Instacart and VP of Global Marketing Solutions at Meta. Expertise in advertising and marketing. | |
D. Jeremy Darroch Board | Director | Director at Reckitt Benckiser Group PLC | Director since 2024. Former CEO of Sky. Expertise in finance, accounting, and risk management. | |
Derica W. Rice Board | Director | Director at The Carlyle Group, Bristol-Myers Squibb, and Target Corporation | Director since 2019. Former CFO of Eli Lilly and President of CVS Caremark. Expertise in finance, accounting, and risk management. | |
James P. Gorman Board | Chairman of the Board (effective Jan 2025) | None | Appointed to Disney's Board in Feb 2024. Former Chairman and CEO of Morgan Stanley. Expertise in financial strategy and governance. | |
Maria Elena Lagomasino Board | Director | Director at The Coca-Cola Company | Director since 2015. CEO of WE Family Offices. Extensive experience in wealth management and governance. | |
Mark G. Parker Board | Chairman of the Board | Executive Chairman of NIKE, Inc. | Director since 2016. Became Chairman in 2023. Former CEO of NIKE, Inc. Brings expertise in brand management, innovation, and governance. | |
Mary T. Barra Board | Director | Chair and CEO of General Motors Company | Director since 2017. Leads GM's transformation to electric vehicles. Expertise in innovation and human capital management. | |
Michael B.G. Froman Board | Director | President of the Council on Foreign Relations | Director since 2018. Former Vice Chairman at Mastercard. Expertise in international affairs and digital governance. |
- Despite focusing on strengthening your core business with high-quality content, how do you plan to balance the need for selective investments in international markets, notably EMEA and APAC, without significantly disrupting cash flow or overall company performance?
- With the continued decline in linear networks, what specific strategies are you implementing to manage this business over the next several years, and how will you mitigate its impact on Disney's overall financial health?
- As you prepare to launch ESPN's flagship direct-to-consumer offering in early fall 2025, how will you address potential integration challenges of live sports and betting features to ensure a compelling and personalized customer experience while driving subscriber growth?
- Given the competitive landscape and the importance of live sports to advertisers, how confident are you in achieving advertising growth stronger than the 3% seen in 2024, especially considering the shift from linear to streaming platforms and your recent investments in ad tech?
- Considering your guidance for high single-digit adjusted EPS growth in fiscal 2025 and acceleration to double-digit growth in fiscal 2026 and '27, what are the key risks that could hinder these projections, and what measures are you taking to address them?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
FuboTV Inc. | 2025 | Disney’s announced acquisition combines its Hulu + Live TV business with Fubo, creating a new vMVPD where Disney holds 70% and Fubo shareholders 30%; the combined entity, expected to have over 6.2 million subscribers and immediate cash-flow positivity at closing (planned for the first half of 2026), also involves strategic synergies including litigation settlements and a $145 million term loan. |
Hulu | 2023 | Disney’s acquisition of NBCU’s remaining 33% stake in Hulu was triggered by NBCU’s put right and is valued based on a floor of $27.5 billion with an approximate payment of $8.61 billion (net of capital call contributions), along with a 15-year tax benefit sharing, thereby giving Disney 100% ownership and full control over Hulu’s 49 million subscribers. |
No recent press releases or 8-K filings found for DIS.