Core Viewpoint - Norwegian Cruise Line Holdings Ltd. has entered into an agreement with Fincantieri for the design and construction of three new cruise ships, enhancing its long-term fleet growth strategy through 2037 [1][3] Fleet Development - The order includes one ship for each of the company's three brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, with deliveries scheduled between 2036 and 2037 [2][4] - Following this agreement, the company now has a total of 17 newbuilds on order, with eight for Norwegian Cruise Line, five for Oceania Cruises, and four for Regent Seven Seas Cruises [4][7] Financial Strategy - The agreement allows the company to secure valuable shipyard capacity while maintaining financial discipline and driving sustainable shareholder value [3] - The new ship order is expected to support a 4% compound annual growth rate (CAGR) from 2026 through 2037, aligning with the company's measured approach to fleet expansion [4] Ship Specifications - The new ships will include various classes with different gross tonnage and berth capacities, such as: - Norwegian Luna (~156,000 gross tons, ~3,565 berths) in Q1 2026 - Seven Seas Prestige (~77,000 gross tons, ~822 berths) in Q4 2026 - Norwegian Aura (~170,000 gross tons, ~3,880 berths) in 2027 [5][6] Market Position - The company operates a combined fleet of 34 ships with over 71,000 berths, offering itineraries to approximately 700 destinations worldwide [7]

Disney is betting $60 billion on a secret team of 3,000 people. But not long ago, this team was under serious scrutiny, clashing with executives over their insular culture and big spending. The team is called Walt Disney Imagineering.They designed every roller coaster, princess castle, and restaurant at Disney theme parks and cruise ships. When Bob Tape took over Disney's parks business in 2015, he focused intensely on Imagineering. He brought in financial executives to try and manage budgets and several pr ...

Core Viewpoint - The media and entertainment conglomerate is expanding its cruise fleet, which serves as a positive focal point for investors amid challenges such as competition, rising expenses, and inflation [1] Group 1 - The company is adding to its cruise fleet, indicating a strategic move to enhance its market position [1] - Investors view the expansion of the cruise fleet positively, suggesting potential growth opportunities [1] - The cruise industry faces challenges including increased competition and rising operational costs [1]