迪士尼告别20年的“艾格时代” 好莱坞将在3月开启新格局

Core Viewpoint - Disney's long-serving CEO Robert Iger will step down, with Josh D'Amaro appointed as the new CEO, marking a strategic shift away from acquiring new IPs to focusing on deepening the value of existing IPs [2][11]. Group 1: Leadership Transition - Robert Iger has led Disney for over 20 years, overseeing significant acquisitions including Pixar, Marvel, Lucasfilm, and 21st Century Fox, which expanded Disney's portfolio to nearly $200 billion in market value [2][3]. - Josh D'Amaro, who has been with Disney for 28 years, will take over as CEO, emphasizing the importance of experience in the theme park and entertainment sectors [11]. Group 2: Strategic Changes - Disney's recent earnings call indicated a shift in strategy, moving away from further IP acquisitions to enhancing the value of existing IPs [2][10]. - The company plans to focus on operational efficiency and maximizing IP value, transitioning from large-scale acquisitions to internal growth [11]. Group 3: Financial Performance - In the first fiscal quarter of 2026, Disney reported revenues of $25.981 billion, a 5.23% increase year-over-year, while net profit decreased by 6.05% to $2.484 billion [10]. - The entertainment segment generated $11.609 billion, the experience segment $10.006 billion, and the sports segment $4.909 billion in revenue [10]. Group 4: Challenges and Recovery - Disney faced significant challenges during the COVID-19 pandemic, impacting its theme parks and film revenues, leading to a decline in market value by approximately 43.91% in 2022 [6][9]. - Iger's return as CEO aimed to stabilize the company and restore trust, with a focus on creative leadership and resolving conflicts with content creators [7][8]. Group 5: Future Outlook - The new strategy under D'Amaro will prioritize the core experience business and creative content management, aiming to create a closed loop of "content empowering experience, experience feeding back into content" [11]. - Disney is currently not interested in acquiring more assets but is investing in enhancing the value of existing IPs, such as the upcoming "Frozen" themed area in Disneyland Paris [11].