迪士尼：戴明哲将接任CEO，2026财年第一季度收入同比增长5%

Core Viewpoint - The Walt Disney Company has appointed Josh D'Amaro as the new CEO, effective March 18, 2026, succeeding Robert A. Iger, who will remain as a senior advisor until his retirement at the end of 2026 [1][2]. Group 1: Leadership Transition - Josh D'Amaro, currently the Chairman of Disney Parks, Experiences and Products, is recognized for his leadership and understanding of the Disney brand, making him the ideal candidate for CEO [2][3]. - Robert A. Iger, the current CEO, returned to the position in November 2022 and had his contract extended to December 31, 2026, to ensure leadership continuity during the company's transformation [1][3]. Group 2: Financial Performance - For the first quarter of fiscal year 2026, Disney reported total revenue of approximately $25.98 billion, a 5% increase year-over-year, with a net profit of about $2.40 billion, down 6% [3][4]. - The revenue breakdown includes approximately $11.61 billion from the entertainment segment (up 7%), $4.91 billion from sports (up 1%), and $10.01 billion from the experiences segment (up 6%) [3][4]. Group 3: Experiences Segment Highlights - The experiences segment achieved a record quarterly revenue of over $10 billion for the first time, with domestic theme parks generating approximately $6.91 billion (up 7%) and international parks contributing about $1.75 billion (up 7%) [5]. - The segment's operating income and profit also reached historical highs, with a 1% increase in visitor numbers and a 4% rise in per capita spending at domestic parks [5].