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。 ...

FuboTV (FUBO) stock plummeted more than 20% on Feb. 3, after the subscription-based streaming service announced plans of a reverse stock split in the range of 1-for-8 to 1-for-12. The selloff that crashed FUBO’s relative strength index (14-day) to about 21 — indicating deeply oversold territory — reflects investor sentiment toward reverse splits, which often signal financial distress. Following this plunge, FuboTV shares are down more than 30% versus the start of this year (2026). More News from Barchar ...

Group 1: Disney - Disney has appointed Josh D'Amaro as the new CEO, effective March 18, succeeding Bob Iger. D'Amaro has nearly three decades of experience at Disney and previously chaired the experiences division, which recently achieved $10 billion in quarterly revenue for the first time [2][5] - Disney's stock has declined over 40% in the past five years, contrasting with the S&P 500's increase of over 80% during the same period [5] Group 2: Chipotle - Chipotle's shares fell more than 5% after reporting a decline in traffic for the fourth consecutive quarter, with same-store sales down 1.7% in 2025, marking its first annual drop since 2016. The company anticipates flat same-store sales in 2026 [3][4] - Over the last 12 months, Chipotle's shares have decreased nearly 33%, prompting the company to introduce "protein cups" and slow down price increases to attract customers [4] Group 3: Novo Nordisk - Novo Nordisk expects a decline in sales and profit growth this year, leading to a drop of over 14% in U.S.-listed shares, marking the worst day in about six months. The forecast is impacted by a deal with the Trump administration to cut prices and loss of exclusivity for its drugs [10][11] - CEO Mike Doustdar indicated that the company's situation may worsen before it improves, contributing to the negative outlook [11] Group 4: Eli Lilly - Eli Lilly's shares rose more than 8% in premarket trading after exceeding analyst expectations in the fourth quarter. The company also provided a stronger-than-anticipated full-year revenue outlook, driven by high demand for its drugs Zepbound and Mounjaro [12]

凭借主题公园与媒体业务，迪士尼最新的业绩超出了华尔街预期。 美东时间2月2日，迪士尼公布的2026财年第一季度财报显示，公司实现营收259.8亿美元，高于市场此前预估的256.9亿美元，同比增长5%。 公司还预计调整后每股收益将实现两位数增长，运营提供的现金流将达到190亿美元。 包括迪士尼主题公园、度假村、邮轮在内的体验部门，季度收入更是首次突破了100亿美元。 不过，公司利润端仍面临一定压力，部门运营利润下滑9%。 在此时刻，迪士尼董事会又宣布，现任体验业务主席乔什·达马罗将接任CEO。 鲍勃·艾格选择提前卸任，将在卸任后继续担任高级顾问，并作为董事会成员留任至合同期满。 在以主题乐园为核心的业务渐渐成为集团最稳定现金流的背景之下，新任CEO能否使乐园延续增长状态，或将影响未来迪士尼的发展节奏。 营收超预期增长5% 根据财报，迪士尼第一季度总营收259.81亿美元，同比增长5%，较2025财年Q1的246.90亿美元增加12.91亿美元。 税前利润36.93亿美元，同比基本持平，反映出公司整体盈利规模稳定，但成本压力抑制增长。 盈利方面，第一季度调整后每股收益为1.63美元，高于市场预期的1.56美元。 ...

Group 1 - 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 initially expected an 8.3% increase in earnings per share, which was revised up due to strong performance from tech companies, following a 13.6% growth rate in the previous quarter [4] Group 2 - 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 will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

Core Insights - Disney's studios are responsible for 37 out of 60 films that have grossed at least $1 billion, representing over 60% of all billion-dollar films [1] - The film "Zootopia 2" has grossed $1.7 billion, making it the highest-grossing animated film of all time, contributing to Disney's cumulative box office sales of $6.5 billion in 2025, its third-best year [2] - Disney has a strong film lineup for 2026, including "Toy Story 5" and "Avengers: Doomsday," indicating continued box office success [3] Film and Streaming Impact - Recent blockbusters like "Zootopia 2" and "Avatar" are not yet available on Disney+, but they are still driving viewership and engagement [4] - Older films in these franchises are contributing to increased streaming hours, with streaming revenue rising by 11% year over year in the first quarter [5] - The success of "Zootopia 2" is also benefiting Disney's parks, with attractions like Zootopia Land in Shanghai drawing significant visitor interest [6] Business Strategy - Disney effectively leverages its successful film franchises across multiple revenue streams, including streaming, consumer products, and theme park experiences, outperforming other media companies in this regard [7] - Despite a solid earnings report, Disney's stock saw a decline, presenting a potential buying opportunity for investors amid ongoing transitions in the media landscape [8]

来源：智通财经 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（迪士尼，The Walt Disney Company, NYSE：DIS）董事会宣布，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 （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。 在迪士尼2月4日发布的公告中，艾格表示："戴明哲是一位卓越的领导者，也是担任迪士尼下一任首席 执行官的最佳人选。他对迪士尼品牌有着与生俱来的感知力，对观众真正产生共鸣的内容洞察深刻，同 时具备推动重大项目所需的严谨态度与精益求精的执行力。他能够在创意与运营之间完美平衡，堪称典 范。我为戴明哲本人以及整个迪士尼感到由衷高兴。" 根据迪士尼的公告，作为公司规模最大的业务板块负责人，戴明哲目前领导的迪士尼体验业务板块在 2025财年营收达360亿美元，在全球拥有18.5万名演职人员及员工。戴明哲在迪士尼拥有近28年工作经 验，他是迪士尼体验历史上最大规模全球扩张的关键推动者，并在财务表现、创意创新及游客满意度 ...

智通财经APP获悉，日前，迪士尼(DIS.US)召开了FY26Q1财报电话会。公司表示，在将流媒体业务发 展成盈利性产业方面取得了巨大进展。去年流媒体业务利润率达到了5%，今年的目标是实现10%的利 润率。 公司提到，过去一直在该领域进行投资，在流媒体业务上持续投入国际内容与产品技术整合。几年前有 一段时间，每个季度亏损达 10 亿美元。不过如今这一情况已大幅改善。 另外，迪士尼表示，本季度而言，公司营收增长了 12%，而盈利增长了50%以上。从这一角度来看， 公司充分发挥了运营效率的优势。今后仍将继续提升运营效率，同时会投资于国际内容开发及技术升 级，以进一步提升产品品质。 与OpenAI的授权协议方面，将允许用户通过Sora生成约 250 个 Disney 角色的 30 秒视频，视频不包含 真人声音或人脸，协议期限为三年且公司将获得授权收入。 同时公司表示，不会给出 Sora 上线的具体时间点，目前仍在处理相关技术细节，预计会在2026财年内 某个时间推出，但现阶段仍将内容长度限制在30秒，未来是否延长尚未作为当前重点。 对于全年指引为何会在下半年加速。管理层解释， Entertainment业务季度差异 ...

新华财经洛杉矶2月3日电（记者高山）美国华特迪士尼公司3日宣布，公司董事会投票决定任命迪士尼 体验业务主管乔希·达马罗接任公司首席执行官。 美国媒体指出，好莱坞正处于转型关键期，迪士尼和其他传统好莱坞巨头面临诸多挑战，包括电视观众 数量的持续下滑、生成式人工智能的发展、持续紧张的劳资关系，以及来自美国政府监管机构的审查 等。 （文章来源：新华社） 据迪士尼公司介绍，54岁的达马罗已在迪士尼工作28年，作为迪士尼最大业务板块的负责人，达马 罗"带领该业务板块在财务表现、创意成果以及游客满意度方面都达到了新的高度"。迪士尼体验业务板 块在2025财年营收360亿美元，并在全球拥有18.5万名演职人员和员工。 达马罗的任命将在3月18日召开迪士尼年度股东大会时正式生效，他将接替长期担任此职务的罗伯特·艾 格。 ...

Disney veteran Josh D'Amaro will take over as CEO in March as investors look for the stock to gain momentum.It's official: The Walt Disney Company (DIS 0.22%) veteran Josh D'Amaro will succeed Bob Iger as CEO on March 18 of this year. The first time Iger left the company in 2020, he handed the reins to a handpicked choice in Bob Chapek. The Chapek era proved tumultuous for the company, and the board ultimately fired Chapek. His tenure lasted less than three years, and Iger came back to right the wayward shi ...