Core Insights - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies [4] Group 1: Earnings Performance - The S&P 500 is projected to achieve its fifth consecutive quarter of double-digit earnings growth, reflecting a robust earnings season [2] - The earnings growth estimate for the fourth quarter has been raised from an initial expectation of 8.3% to 11.9%, indicating a positive trend in corporate profitability [4] Group 2: Market Influences - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports from companies like Disney, Chipotle, PepsiCo, Uber, and Snap are anticipated to provide further insights into market trends and consumer behavior [5]

靴子终于落地。在发布2026财年第一季度财报后的第二天，迪士尼正式宣布了其首席执行官继任计划。 迪士尼体验业务主席戴明哲（Josh D'Amaro）将接替罗伯特·艾格（Robert A. Iger），担任公司首席执行官。该任命将于2026年3月18日举行的公司年度股 东大会正式生效。届时，戴明哲也将加入公司董事会。 与此同时，现任迪士尼娱乐联合主席 Dana Walden 将升任华特迪士尼公司总裁兼首席创意官，该任命同样将于3月18日生效。现任CEOBob Iger将继续担任 高级顾问和董事会成员，直至12月31日退休。 此前，市场已经有所预期，迪士尼的这一决定并不出乎意料。 在本季财报中，由D'Amaro执掌的体验业务季度营收首次突破100亿美元大关，成为驱动迪士尼增长与利润的绝对核心。 现年 54 岁的D'Amaro自疫情初期接管体验部门以来，主导了迪士尼历史上最大规模的全球扩张：推动全球主题乐园的翻新与升级，大力发展邮轮业务 （计划至2031年将船队规模扩大一倍），并积极拓展阿布扎比新乐园等国际项目。 也有声音认为，选择一位深谙线下运营、消费者体验与全球业务扩张的领导者，凸显了迪士尼在流媒体竞争日趋白热 ...

Group 1 - The succession committee at Disney reviewed information on over a hundred candidates before narrowing the selection down to two [1]

We came across a bearish thesis on The Walt Disney Company on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bears’ thesis on DIS. The Walt Disney Company's share was trading at $109.56 as of January 28th. DIS’s trailing and forward P/E were 16.15 and 16.81 respectively according to Yahoo Finance. The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific. DIS is positioned to underperform the S&P 500 in 2026, primarily d ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

【环球时报驻美国、新加坡特约记者 冯亚仁 任重 环球时报记者 李迅典】 编者的话： 昔日的"造梦工 厂"好莱坞正经历一场深刻的阵痛：成本失控、罢工余波、消费端习惯变化与全球竞争，正让这座工业 巨塔步入结构性衰落。然而，与之形成对比的是，源自中国的短剧却凭借算法驱动和极高的周转效率， 在北美市场异军突起，成为一些好莱坞从业者的"救命稻草"。接受《环球时报》采访的专家表示，短剧 的爆发并非单纯的创意胜利，而是系统化产业能力对碎片化需求的精准捕捉，它解构了高门槛的传统叙 事，将影视生产从"灵感驱动"转向"数据驱动"。好莱坞业内人士也坦言，整个行业都应向中国同行"寻 求指导和灵感"，借鉴他们的"关键经验"。 好莱坞演员进组中国短剧 "停！"导演一声令下 ，洛杉矶一家电影工作室顿时一片忙乱。演员们争先恐后地去换戏服，工作人员 也忙着布置新的道具。英国《经济学人》报道称，这仅仅是拍摄的第二天，他们就已经拍完了相当于一 周剧情的悬念。"圣诞节找到了一个无家可归的亿万富翁老公""我们永远不会再复合"……这种起源于中 国、被称为"抖音一代的电视"的视频类型，由专为智能手机设计的1分钟短片组成正在全球爆炸式增 长。随着短剧应用在 ...

此前的2022年11月20日，迪士尼董事会宣布，时年71岁的艾格重返迪士尼担任首席执行官，接替已卸任 的鲍勃·查佩克（Bob Chapek），期限为两年，除了为公司的重新增长制定战略方向外，还要物色继任 者。 迪士尼公司寻找了数年的CEO人选终于尘埃落定。2月4日，华特迪士尼公司董事会宣布，迪士尼体验业 务主席戴明哲将接替罗伯特·艾格，担任公司首席执行官（CEO）。该任命将于2026年3月18日举行的公 司年度股东大会正式生效。届时，戴明哲也将加入公司董事会。在完成交接后，即将步入75岁的艾格将 继续担任公司高级顾问及董事会成员，直至2026年12月31日退休。 2020年，艾格卸任首席执行官，转任执行董事长，迪士尼进入"后艾格时代"。但这段过渡并不平稳。流 媒体竞争加剧、新冠疫情对线下业务的冲击、内容与成本结构的压力逐步显现。2022年，董事会再次邀 请艾格回归，重新执掌公司。这一次回归，本身就被赋予了明确任务：稳住局面、完成转型，并为下一 任首席执行官的接班做好准备。 2023年7月12日，迪士尼再次宣布，艾格已同意继续担任迪士尼首席执行官至2026年12月31日。这较艾 格的原合同延长了两年。董事会独立 ...

Key Takeaways Disney's Q1 adjusted EPS beat estimates, while revenues missed consensus slightly.Disney named Josh D'Amaro as CEO, replacing Bob Iger.Disney-linked ETFs face crosscurrents as earnings softness meets CEO transition.On Feb. 2, before market open, the Walt Disney Company (DIS) reported first-quarter fiscal 2026 adjusted earnings of $1.63 per share, which beat the Zacks Consensus Estimate by 3.8% but decreased 7% year over year.Revenues rose 5% year over year to $25.98 billion but missed the cons ...

In February 2020, Disney announced that it had picked a successor to CEO Bob Iger: Bob Chapek, who was running the company's parks unit. That didn't work out.Six years later, Disney is running it back. This time, it has picked parks boss Josh D'Amaro to replace Iger, who swears he's really leaving Disney for good this time. The most obvious thing to say about D'Amaro's selection is that the parks business he oversees is Disney's most important business — a reliable profit and growth driver.But a counterpo ...

责任编辑：张俊 SF065 责任编辑：张俊 SF065 华特迪士尼公司（DIS）周三早盘上涨2.7%。在公司正面临流媒体、线性电视、票房及人工智能领域的 多重挑战之时，该公司任命乔希·达马罗（Josh D'Amaro）为首席执行官，擢升达娜·沃尔登（Dana Walden）为总裁兼首席创意官。 华特迪士尼公司（DIS）周三早盘上涨2.7%。在公司正面临流媒体、线性电视、票房及人工智能领域的 多重挑战之时，该公司任命乔希·达马罗（Josh D'Amaro）为首席执行官，擢升达娜·沃尔登（Dana Walden）为总裁兼首席创意官。 ...