华特迪士尼公司（DIS）周一早盘下跌6.4%，此前该公司报告第一财季调整后每股收益1.63美元、营收 260亿美元，超出预期，其体验部门营收创下纪录，流媒体运营收入激增72%，同时将停止披露 Disney+/Hulu的订阅用户数量。 来源：环球市场播报 ...

Around 10 minutes into trading, the The tech-focused Nasdaq Composite Index lost 0.1 percent at 23,440.44."Earnings so far have been good, but there's still questions about the artificial intelligence trade and they linger into this week because we have more of the 'Magnificent Seven' reporting," said Art Hogan of B. Riley Wealth Management.He was referring to a term covering seven US tech giants, including AI chipmaker Nvidia and Among those due to report earnings this week are Amazon and Alphabet.In the m ...

Walt Disney Co. reported sales and earnings for its fiscal first quarter that exceed analysts' expectations. Disney's results for the quarter were boosted by record sales at its theme parks division. However, the company said it expects challenges attracting international tourists to its domestic parks in the current period. Geetha Ranganathan has more on "Bloomberg Open Interest." ...

Core Insights - Disney is preparing for a leadership transition as CEO Bob Iger is set to name his successor, with the company positioned for growth and momentum [1][3] - Iger expressed pride in the company's achievements over the past three years and emphasized the importance of preparing for future opportunities [2][4] - The Disney board is expected to vote on the next CEO soon, with an announcement anticipated in the first quarter of the year [3] Financial Performance - Disney exceeded Wall Street expectations for revenue and earnings in its fiscal first quarter [4] - The experiences division, which includes theme parks, resorts, and cruises, achieved over $10 billion in quarterly revenue for the first time [5] Leadership Context - Iger returned as CEO in late 2022 after a previous succession plan with Bob Chapek failed, leading to significant changes being reversed [2] - Josh D'Amaro, chairman of Disney Experiences, is considered a frontrunner for the CEO position [5] Future Outlook - The company is focused on not only fixing past issues but also on creating opportunities for future growth [4]

迪士尼最新季报显示营收稳健增长，但利润受成本攀升与税务负担拖累。 2月2日，迪士尼公布的2026财年一季度财报显示，公司营收实现5%的同比增长，达到259.8亿美元，归母净利润则同比下降6%至24.0亿美元，摊 薄后每股收益为1.34美元，同比下滑4%。利润端主要受到娱乐内容成本上升、体育版权费用增加及一次性税务调整等因素的拖累。 | | | The Real of the Research and | | | --- | --- | --- | --- | | | December 27, 2025 | | December 28, 2024 | | Revenues: | | | | | Services | | 23,206 | 22,048 | | Products | | 2,775 | 2,642 | | Total revernes | | 25,981 | 24,690 | | Costs and expenses: | | | | | Cost of services (exclusive of depreciation and amortization) | | (15,003) | (1 ...

Market Overview - The three major U.S. stock indices opened lower, with the Dow Jones down 0.13%, the S&P 500 down 0.31%, and the Nasdaq down 0.39% [1] Chinese Stocks - Chinese stocks experienced a broad decline, with Xpeng Motors falling over 6%, NIO down over 3%, Baidu and iQIYI down over 2%, and Weibo and Bilibili down over 1% [1] Oracle Corporation - Oracle's stock rose by 3.8% as the company plans to raise up to $50 billion and initiate a dollar bond issuance [1] U.S. Rare Earth Companies - U.S. rare earth companies saw a 7.2% increase, following reports that Trump plans to establish a $12 billion strategic reserve for critical minerals [1] Disney - Disney's stock dropped over 7%, with the company reporting Q1 revenue of $25.98 billion, reflecting a year-over-year growth of 5% [1]

U.S. stocks traded mixed this morning, with the Dow Jones index gaining more than 100 points on Monday.Following the market opening Monday, the Dow traded up 0.24% to 49,009.24 while the NASDAQ fell 0.06% to 23,448.80. The S&P 500 also rose, gaining, 0.05% to 6,942.71.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsMaterials shares gained by 0.8% on Monday.In trading on Monday, energy stocks fell by 1.7%.Top HeadlineThe Walt Disney Company (NY ...

迪士尼首席执行官艾格（Bob Iger）在与分析师的电话会议上表示，派拉蒙（Paramount Skydance）和 Netflix之间围绕华纳兄弟探索（Warner Bros. Discovery）的持续争夺，应该向投资者凸显知识产权的巨 大价值。艾格在担任首席执行官期间曾策划了多笔交易以扩大迪士尼的IP，他表示目前没有兴趣收购更 多资产。相反，迪士尼正专注于通过在各项业务中进行投资来提升其现有IP的价值，比如该公司正在其 巴黎乐园收尾建设一个以"Frozen"为主题的园区。艾格还说："上海的疯狂动物城园区无论在规模还是 价值上都是巨大的，"他补充说："去上海迪士尼乐园的游客中，专为去疯狂动物城园区的比例非常非常 高。" 责任编辑：李肇孚 责任编辑：李肇孚 迪士尼首席执行官艾格（Bob Iger）在与分析师的电话会议上表示，派拉蒙（Paramount Skydance）和 Netflix之间围绕华纳兄弟探索（Warner Bros. Discovery）的持续争夺，应该向投资者凸显知识产权的巨 大价值。艾格在担任首席执行官期间曾策划了多笔交易以扩大迪士尼的IP，他表示目前没有兴趣收购更 多资产。相反，迪士尼 ...

Core Insights - Disney CEO Bob Iger announced that videos created with OpenAI's Sora will soon be available on Disney+, but he does not anticipate any impact on the company's existing film and TV pipeline [1] - Disney's three-year deal with OpenAI, which includes a $1 billion investment, is expected to yield results in the coming months, allowing OpenAI to license 250 Disney characters [2] - The introduction of vertical videos on Disney+ will be capped at 30 seconds, aiming to leverage the growth of short-form and user-generated content seen on platforms like YouTube [3] Company Strategy - The agreement with OpenAI is seen as a way to enhance Disney+'s offerings with short-form video content, which is expected to increase user engagement [3] - Iger emphasized that the use of Sora tools could enable Disney+ subscribers to create their own short-form videos, marking a significant step in content interactivity [3] - Despite the integration of AI, Iger does not foresee any negative effects on Disney's other programming [3] Industry Context - The entertainment industry is currently facing scrutiny regarding AI, particularly as guilds prepare for contract negotiations, with AI being a contentious issue in previous discussions [3] - Disney, along with other major media companies, has filed lawsuits against AI firms for allegedly training models on copyrighted material, highlighting ongoing tensions in the industry [4] - Iger noted that Disney views AI as a tool for enhancing creativity, productivity, and consumer connectivity, indicating a strategic pivot towards leveraging technology for business growth [4]

此外，此次财报发布之际，谁将接替鲍勃·艾格出任首席执行官成为关注焦点。这已是迪士尼第二次为 艾格寻找接班人——2020年鲍勃·查佩克接任后，仅两年便遭解职，艾格重新执掌帅印。彼时迪士尼股 价承压，公司亟需提振影视业务并重振乐园业绩。 智通财经APP获悉，周一，迪士尼(DIS.US)开盘跌近7%，现报104.61美元。消息面上，在截至12月27日 的2026财年第一季度，迪士尼整体营收同比增长5%至260亿美元，超过分析师预期的257亿美元;公司实 现税前利润37亿美元，同样高于华尔街35亿美元的预测值。调整后每股收益为1.63美元，虽较去年同期 下滑7%，但仍优于分析师1.57美元的预期。展望未来，迪士尼预计Q2娱乐部门营运利润将与上年同期 持平，但预计其流媒体业务将实现5亿美元利润，较上年同期增加2亿美元。全年来看，迪士尼重申了相 对于2025财年实现两位数每股收益增长的全年预测，并预计全年经营活动将产生190亿美元现金流，且 70亿美元的股票回购计划正按计划推进。 ...