每经AI快讯，2月3日，迪士尼股价下跌1.3%，公司任命乔希.达马罗为首席执行官。 ...

经济观察网据央视新闻客户端消息，总台记者当地时间2月3日获悉，根据美国华特迪士尼公司(迪士尼) 的任命，其主题公园及度假区业务负责人乔什.达马罗将接替罗伯特.艾格，出任该公司首席执行官。 ...

迪士尼董事长戈尔曼称，迪士尼当前 15 倍市盈率的估值 "毫无道理"。 来源：滚动播报 ...

Core Viewpoint - Disney has officially announced that Josh D'Amaro will become the next CEO, succeeding Bob Iger on March 18 [1][6] Leadership Transition - Josh D'Amaro, currently the chairman of Disney Experiences, is recognized for his inspiring leadership, innovation, and strategic growth vision, making him the right choice for CEO [2][8] - Bob Iger, who has led Disney for nearly two decades, will transition to a senior advisor role until the end of the year, having played a crucial role in mentoring D'Amaro during the succession process [5][9] Company Strategy and Challenges - D'Amaro's experience has primarily been in the Experiences division, which includes parks and cruises, and he will need to address the challenges posed by declining TV networks and the need to grow streaming profits [3] - The parks division is a significant revenue generator for Disney, and D'Amaro's leadership will be critical in navigating the company's future in an evolving marketplace [3][8] Promotions and Organizational Structure - Dana Walden has been promoted to President and Chief Creative Officer, reporting to D'Amaro, and will focus on ensuring that storytelling and creative expression align with business objectives [4][10] - The management team, including key figures like Alan Bergman and Jimmy Pitaro, will support D'Amaro as he leads the company into its next chapter [11]

Core Insights - The succession planning at Disney has been a prolonged process, with Bob Iger initially set to choose a successor but ultimately deciding to remain in his role for an extended period [1][2] - Bob Chapek was appointed CEO but faced challenges, including the pandemic, leading to his eventual replacement [2][3] - Josh D'Amaro, a long-time Disney employee with 28 years of experience, is now positioned as a key figure in the company's future [3] Company Performance - Disney's parks division has become the primary profit generator for the company, with consistent growth in profits at high single-digit to low double-digit percentages annually [7] - The parks and cruise ship operations have shown persistent cash flow, indicating a strong and stable revenue stream for Disney [8] - Disney's investment in international parks, such as the $5 billion investment in Shanghai, has proven successful and contributed to the company's global presence [9] Leadership and Strategy - Bob Iger has been recognized for his effective leadership, but there are discussions about the need for change in the company's direction [10] - The company has a history of significant acquisitions, including Marvel and Fox assets, which have contributed to its content creation capabilities [6]

Core Viewpoint - Outgoing CEO Bob Iger's tenure at Disney has ended with disappointing quarterly results, leading to a 7% drop in stock price, reflecting investor dissatisfaction and a significant decline compared to the S&P 500's performance [1] Financial Performance - Disney's recent quarterly revenue increased by 5% to $26 billion, but total segment operating income fell by 9% to $4.6 billion [1] - The entertainment segment's operating income decreased by 35% to $1.1 billion, while the sports segment's figure dropped by 23% to $191 million [1] - The experiences segment, led by Josh D'Amaro, reported revenue of $10 billion, up 6%, and operating income of $3.3 billion, also up 6%, contributing 38% of Disney's revenue and 72% of segment operating income [1] Leadership Transition - Josh D'Amaro, head of Disney's theme park operations, is set to replace Iger as CEO [1] - Iger's leadership has been criticized for failing to improve Disney's financial situation, with the stock down 42% over the past five years compared to a 79% increase in the S&P 500 [1] Market Context - Disney's stock performance has been poor, with a nearly 8% decline over the past year, contrasting sharply with the S&P 500's more than 15% increase [1] - The company is suggested to consider selling during the current M&A frenzy in the entertainment sector as a potential strategy for recovery [1]

来源：环球市场播报 迪士尼周二宣布，旗下乐园及邮轮业务负责人Josh D'Amaro将于3月接任Bob Iger，出任公司下一任首席 执行官，彼时公司正持续应对影视、体育及流媒体业务板块的各项变革。 D'Amaro将于3月18日公司年度股东大会上正式接替Iger执掌帅印，并在会议结束后加入迪士尼董事会。 2022年11月重返迪士尼重任首席执行官的Iger，将于年底卸任公司董事职务。 D'Amaro自2020年起执掌迪士尼乐园及邮轮业务（隶属于公司体验板块），他于1998年加入迪士尼。 迪士尼体验板块最新财季录得100亿美元创纪录营收，在公司当季260亿美元总营收中占比近40%；公司 第一财季营业利润总额为46亿美元，其中33亿美元来自体验板块。 ...

Josh D'Amaro will become the ninth person to serve as Disney's CEO in its 102-year history. ...

The Walt Disney Company (NYSE:DIS) shares are up during premarket trading on Tuesday following the announcement that Josh D’Amaro has been elected as the next CEO of the company. This leadership change comes as the company prepares for its Annual Meeting on March 18, and is seen as a strategic move to enhance its growth trajectory. The Walt Disney Board of Directors unanimously voted for D’Amaro, who has been with Disney for 28 years and has led significant expansions in the company’s Experiences segment.Di ...

Disney has unveiled Josh D’Amaro as its next CEO, drawing a line under a bungled succession at the top of the global entertainment conglomerate.Bob Iger, who led the media giant for 15 years, stepped down in 2020 – only to abruptly return in 2022 when his handpicked successor, Bob Chapek, was fired as the company came under pressure.D’Amaro has been chairman of the Disney’s experiences since 2020, running its theme parks and cruise ships – effectively the same job as Chapek before his ill-fated stint as CEO ...