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戴明哲将担任华特迪士尼公司首席执行官
新华网财经· 2026-02-04 01:26
关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 腾讯"元宝分10亿"活动2月1日0点正式开启,用户最高可领万元现金红 包,官方攻略发布 亚马逊官宣裁撤1.6万个职位 据迪士尼中国官方微信公众号, 美国当地时间2026年2月3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(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。 华特迪士尼公司董事会主席 James Gorman 表示,在整个遴选过程中,戴明哲展现了对公司未来发展的清晰愿景,以及对迪士尼在不断变化的市 场环境中独特创意精神的深刻理解。他在商业成就方面成绩斐然,曾与娱乐产业中众多重量级创作者携手合作,将他们的故事带入我们的主题乐 园,充分展现了迪士尼的故事讲述与前沿科技相结合的强大力量。 据介绍,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。 ...
Tech stocks and crypto sell off, Elon Musk's SpaceX acquires xAI in mega merger deal
Youtube· 2026-02-04 01:12
Got to talk about software looking a little sick, but this is nothing new. We've been tracking the dichotomy between semiconductors and software for a while. Neither one had a particularly good day, but uh software came out way worse.And let's just take a look. This is our heat map of software today. Only Cisco in the green.This is not comprehensive, but you sort by performance. You can see, look, a lot of these names down 9 10%. So, this is kind of a big deal here.And then if we take a look at the year-to ...
Iger to depart Disney as CEO, here's a look at why insider Josh D'Amaro was chosen
Youtube· 2026-02-04 00:42
Core Viewpoint - The transition of leadership at Disney, with Josh D'Amaro taking charge, highlights the increasing importance of the parks division, which has become the main profit driver for the company, contributing approximately 60% of profits compared to 30-35% a few years ago [4][21]. Group 1: Leadership Transition - Josh D'Amaro's appointment as CEO is seen as a strategic move to emphasize the parks business, which is critical for Disney's future profitability [5][21]. - Bob Iger's decision to step down earlier than expected signals a desire for a clean transition, allowing D'Amaro to establish his own strategy without lingering influence [7][25]. - Dana Walden's new role as Chief Creative Officer is significant, as she brings valuable connections to Hollywood, although her lack of parks experience is noted [8][22]. Group 2: Business Performance and Strategy - The parks division is expected to drive growth, with a $60 billion capital expenditure investment planned, and new cruise capacity anticipated to contribute 40% of growth by fiscal 2026 [12][13]. - Despite recent volatility in attendance and macroeconomic challenges, the long-term outlook for Disney remains positive due to its diversified portfolio and ongoing international expansions, such as the opening of the World of Frozen in Disneyland Paris [16][17]. - The company is navigating the transition from traditional pay television to streaming, with a focus on improving profitability in the streaming segment, which is crucial for future growth [31][33]. Group 3: Market Position and Valuation - Disney's stock performance has been stagnant over the past decade, primarily due to the decline of traditional media, but the company is now positioned for potential revaluation as it shifts focus to growth-oriented segments [29][34]. - The parks and experiences segment is viewed as a stable profit generator, while the entertainment side is seen as shrinking, necessitating a strong performance in experiences for overall success [21][22]. - The company is expected to face short-term headwinds, such as dips in domestic tourism, but the long-term growth potential remains robust [34].
8点1氪:周生生再发声明,回应足金挂坠检测出含铁银钯;大润发母公司辟谣CEO被警方带走;极氪8X信息遭提前泄露
36氪· 2026-02-04 00:18
Group 1 - The core issue revolves around the quality concerns of Chow Sang Sang's gold pendants, which were found to have varying gold content levels, with the highest at 99.99% and the lowest at 64.37%, showing a difference of 35.62% [3][5] - Chow Sang Sang's official response emphasized that all their gold products meet national standards, with a gold content of no less than 990‰, and they are taking the matter seriously by conducting further tests [5][3] - The company has sent the same batch of products for testing to the National Gemstone and Jewelry Testing Center, which confirmed the gold content as 99.99% in multiple tests [5][3] Group 2 - The market is experiencing significant volatility, with various sectors, including precious metals, facing sharp declines due to panic selling and high leverage [17][12] - The domestic automotive market is showing a clear divide, with traditional brands like SAIC and Geely seeing over 20% growth, while new energy vehicle startups are facing collective declines [17] - The gaming industry is under scrutiny for potential tax adjustments, with rumors causing stock price drops among major companies like Tencent, although these rumors have been deemed unreliable [14][12]
Disney's Future Now Depends on the Ultimate Theme Park Insider
WSJ· 2026-02-04 00:09
Core Viewpoint - Shareholders are expecting D'Amaro to create value as the company has lagged behind the broader stock market for several years during its challenging transition from television to streaming [1] Group 1 - The company has underperformed compared to the broader stock market for years [1] - The transition from television to streaming is described as difficult [1]
乔什·达马罗将接任迪士尼首席执行官 焦点快报
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。(总台记者 赵淼) (资料图) ...
Disney: Here We Go Again
Seeking Alpha· 2026-02-03 23:37
Group 1 - The article discusses the succession at Disney (DIS) and raises questions about its effectiveness compared to past successes [2] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the need for patience and experience in navigating this sector [2] - The focus is on identifying undervalued oil and gas companies, particularly those that are under-followed or out-of-favor, which may present compelling investment opportunities [2] Group 2 - The investing group Oil & Gas Value Research provides analysis on oil and gas companies, including balance sheets, competitive positions, and development prospects [1] - Members of the group have access to exclusive analysis and discussions in an active chat room, fostering a community for sharing investment ideas [2]
New Disney CEO Josh D’Amaro stands to make $45 million, but he’ll also get something priceless—a ‘clean break’ with Bob Iger
Yahoo Finance· 2026-02-03 22:17
Walt Disney’s new CEO, Josh D’Amaro, has been set up with a lucrative pay package for his first year, with a total grant-date value of roughly $45 million and a mandate to lead one of the most exciting and well-known companies in the world. But he’ll also get something that could prove to be the most valuable factor in the succession game: Bob Iger’s planned exit. According to Disney’s announcement, two-time CEO Iger will step down from the board’s powerful executive committee after the annual sharehold ...
Disney Taps Parks Chief to Be CEO, Palantir Gives Strong Sales Outlook | Bloomberg Tech 2/3/2026
Youtube· 2026-02-03 21:51
>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. >> THIS IS BLOOMBERG TECH. PALANTIR SHARES RISING AFTER THE COMPANY EXCEEDED WALL STREET EXPECTATIONS WITH ITS REVENUE FORECAST. >> AND DISNEY PARKS CHIEF WILL SUCCEED BOB IGER AS CEO. OUR CONVERSATION WITH THE DISNEY CHAIRMAN ABOUT THE NEWS LATER THIS HOUR. >> ELON MUSK IS COMBINING SPACEX AND XAI VALUING THE ENTITY AT $5.2% TRILLION. >> WE ARE BACK TO THE NORMAL STATE OF PLAY. STOCKS, BOND AND DOLL ...
Wall Street Greets Disney CEO News With A Shrug, Shares Remain At 2022 Levels
Deadline· 2026-02-03 21:32
Wall Street has greeted Disney‘s CEO succession news with a shrug, with analysts nodding in approval of Josh D’Amaro’s promotion but not bursting into applause. The media giant’s beleaguered stock, which has essentially been stuck in the mud since 2022, drifted down a fraction of a percentage point Tuesday to close at $103.81. On Monday, shares fell nearly 7.5%, a sharp pullback for the large-cap Dow component, in the wake of disconcerting projections in the company’s fiscal first-quarter earnings report. ...