Core Insights - Disney has appointed Josh D'Amaro, the parks division head, as the new CEO, marking a return to leadership from the parks sector after the previous CEO, Bob Chapek, did not meet expectations [1][3] - The selection of D'Amaro indicates a strategic shift towards prioritizing experiences over media, suggesting that Disney will focus more on its parks and experiences business rather than solely on streaming [2][3] Parks Business Performance - Disney is investing $60 billion over the next 10 years in its parks segment, which generated over $36 billion in revenue in 2025, reflecting a 6% growth [4] - In the first quarter of the new year, the parks business achieved $10 billion in revenue, underscoring its importance as a profit driver for the company [4] Streaming Business Context - The streaming business, which was heavily emphasized by Iger in 2017, is no longer viewed as the key to Disney's future, with a shift in focus towards the parks and experiences [2][11] - The streaming sector is now seen as a manageable operations business, with expectations for profit margins around 10%, contrasting with the earlier belief that it would revolutionize consumer behavior [11][14] Leadership Qualities - D'Amaro is noted for his public presence and connection with Disney fans, a quality that was lacking in his predecessor, Bob Chapek [8][9] - His experience includes overseeing the launch of parks in China and investing in digital components, indicating a forward-thinking approach to the parks business [7] Transition and Expectations - The transition from Iger to D'Amaro occurs during a period of reduced optimism regarding the streaming business, with a focus on navigating the current challenges rather than expecting a quick fix [17][18] - The company is expected to leverage its parks business to generate revenue while maintaining a reliance on content to keep customer engagement [12]

Disney went with the safe choice for CEO but missed an opportunity to put a woman in its top job, @bethkowitt says (via @opinion) https://t.co/0KswPVSPo6 ...

As Bob Iger prepares to hand over the reins to Josh D’Amaro, he leaves a legacy that includes snapping up the biggest brand names in Hollywood, expanding in China and building a booming streaming business https://t.co/Og2KNhFk5h ...

Josh D’Amaro, Disney’s next chief executive, has little experience on the entertainment side of the business. He will need to rekindle the creative brilliance at the centre of Walt Disney’s diagram https://t.co/JBJqOw1gT8 ...

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。 ...

Core Viewpoint - The Walt Disney Company has appointed Josh D'Amaro as the new CEO, succeeding Bob Iger, with expectations for improved stock performance and strategic growth initiatives [1][4]. Leadership Transition - Josh D'Amaro, a long-time Disney executive, will take over as CEO on March 18, 2023, following Bob Iger's leadership [1][2]. - Iger previously appointed Bob Chapek as CEO, whose tenure was marked by challenges, leading to his dismissal [2]. Company Performance - Disney's stock has faced declines year-to-date, over the past year, and over the past five years, despite significant adjustments made since Iger's return in 2022 [6]. - The company reported a 5% year-over-year revenue increase in its first-quarter 2026 earnings, but operating income and earnings per share decreased [7]. Growth Strategy - D'Amaro is expected to focus on expanding the parks and experiences division, which has seen record revenue of $10 billion and 8% growth [7][8]. - There are plans for further investments in content and streaming, with potential divestitures of traditional television assets like ABC [8]. Future Prospects - The company may pursue acquisitions to build momentum, with speculation about acquiring Epic Games [9]. - D'Amaro's leadership is anticipated to foster a drama-free environment focused on brand expansion and maintaining customer loyalty [9].

新华社洛杉矶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。 ...

FOR TODAY'S SHOW. HIS MOTHER POLICE COMBING THROUGH HUNDREDS OF LEADS MORE THAN 48 HOURS AFTER NANCY GUTHRIE WAS TAKEN FROM HER HOME. WE'RE WITH THE TEAM SEARCHING FOR CLUES LEADING TO THE 84 YEAR OLD, WHAT POLICE ARE NOW SAYING ABOUT DNA FOUND AT THE SCENE AS THEY TRIED TO PIECE TOGETHER WHAT HAPPENED, AND THE MESSAGE OF HOPE FROM SAVANNAH HERSELF.ALSO TONIGHT, U.S. FORCES SHOOTING DOWN AN IRANIAN DRONE APPROACHING A U.S. AIRCRAFT CARRIER. THE GROWING TENSION IN THE REGION, AS THE PRESIDENT SAYS NEGOTIATIO ...

YOU OR ANYBODY ELSE CAN UNDERSTAND IT, BUT WE'RE NOT IN UNDERSTAND IT, BUT WE'RE NOT IN THE BUSINESS OF HELPING OUOUT THE BUSINESS OF HELPING OUT CRIMINALS HERE EITHER, IS CRIMINALS HERE EITHER, IS THEY'LL LOOK AT T ALL THE CELL THEY'LL LOOK AT ALL THE CELL PHONE TOWEWERS IN AND AROUND PHONE TOWERS IN AND AROUNDND NANCY GUTHRIE'S HOUSE. THEY'LL NANCY GUTHRIE'S HOUSE. T THEY'LL DO SOME OTHER WORK ALONG THOSE DO SOME OTHER WORK ALONG THOSE LINES.THEHEY'LL FOLLOW A LAWFUL LINES. THEY'LL FOLLOW A LALAWFUL PROCE ...

流媒体业务：订阅视频点播（SVOD）业务营收同比增长11%，营业利润4.5亿美元，营业利润率8.4%。 据华特迪士尼公司截至2025年12月27日的2026财年第一季度财报显示，总营收260亿美元，同比增长 5%；税前利润37亿美元，与上年同期持平；总部门营业利润46亿美元，同比下降9%（上年同期51亿美 元）；摊薄后每股收益1.34美元，同比下滑4%（上年同期1.40美元）；调整后每股收益1.63美元（上年 同期1.76美元）。 体验板块：营收100亿美元，同比增长6%；营业利润33亿美元，同比增长6%；美国本土主题公园入园 人数同比增长1%，单客消费额同比提升4%。 娱乐板块：营收同比增长7%；营业利润1.1亿美元，同比下降35%；2025自然年工作室全球票房65亿美 元，累计拥有37部全球票房破10亿美元影片。 体育板块：营业利润1.91亿美元，同比下滑23%（上年同期减少5600万美元）；营收49.1亿美元，同比 微增1%。 现金流及股东回报：经营活动现金流7.35亿美元（上年同期32.1亿美元）；本季度股票回购20.3亿美元 （累计1846万股），剩余可回购股份约3.21亿股；每股股息0.75美元， ...