Highest-materiality recent filing
Disney Q3 adjusted EPS rises 28% to $2.06; revenue $25.2B; targets at least $9B in buybacks
Revenue $25.2B (+7% YoY); total segment operating income $5.6B (+21% YoY).
Revenue $25.2B (+7% YoY); segment op income $4.6B (+4%); adjusted EPS $1.57 (+8%).
CEO Josh D'Amaro appointed to Disney Board; annual meeting results filed
CEO Josh D'Amaro appointed to Board effective March 18, 2026, term until 2027 annual meeting.
New 364-day $5.25B unsecured credit facility replaces Feb 2025 facility; expires Feb 26, 2027 with option to extend to Feb 26, 2028.
Disney CCO Kristina Schake to depart March 19, 2026 amid CEO transition
Kristina Schake terminated without cause as SEVP and CCO effective March 19, 2026.
Disney issues $4B in notes across four tranches, rates floating to 4.625%
$500M Floating Rate Notes due 2029; $1B 3.750% Notes due 2029; $1.5B 4.000% Notes due 2031; $1B 4.625% Notes due 2036.
Disney names Josh D'Amaro CEO (March 18), Dana Walden President & CCO; Iger stays as advisor
Josh D'Amaro base salary $2.5M, annual target bonus 250% of base, LTI target $26.25M/yr.
Walt Disney Q1 revenue up 5% to $26B, but EPS falls to $1.34; Experiences record $10B
Diluted EPS $1.34 vs $1.40 a year ago; adjusted EPS $1.63 vs $1.76.
Disney nominates former Apple COO Jeff Williams for board election at 2026 annual meeting
Jeffrey E. Williams, former COO of Apple, nominated as independent director.
Disney Q4 EPS $0.73, full-year adj EPS $5.93 (+19%), revenue $94.4B
Q4 revenue $22.5B flat YoY; full-year revenue $94.4B, up 3% from $91.4B.
Disney extends CFO Johnston's contract to Jan 2029, boosts LTI target to $16.5M
Hugh Johnston's employment term extended to January 31, 2029 (from prior end date).
Disney extends Chief Legal Officer Gutierrez's term to 2028, raises equity target to $12.4M
Title changed to Senior EVP, Chief Legal and Global Affairs Officer; employment term extended to September 30, 2028.
Disney extends Schake contract to 2027, raises salary to $875k
Term extended to June 30, 2027; base salary increased to $875,000 effective Oct 15, 2025.
Disney extends Chief People Officer Sonia Coleman's contract to June 2028, base salary $1M
Term extended to June 30, 2028; title changed to Senior EVP and Chief People Officer.
Disney Q3 FY2025: EPS $2.92, adjusted EPS $1.61 (+16%); revenue $23.7B (+2%)
Revenue $23.7B (+2% YoY); diluted EPS $2.92 vs $1.43; adjusted EPS $1.61 vs $1.39 (+16%).
Disney to pay $438.7M additional for Hulu stake; appraisal resolved
Appraisal process completed June 9, 2025; Disney pays $438.7M extra to NBCU for its 33% Hulu interest.
Disney Q2 revenue $23.6B (+7% YoY); EPS $1.81 vs loss of $0.01; adjusted EPS $1.45 (+20%)
Revenue $23.6B (+7% YoY); diluted EPS $1.81 vs $0.01 loss; adjusted EPS $1.45 (+20%).
Disney shareholders elect all 10 director nominees; advisory 'say on pay' passes with ~85% support
All 10 director nominees elected; Robert Iger received 1,213,662,424 for votes, most among nominees.
Disney enters new $5.25B 364-day credit facility, replaces prior March 2024 facility
New $5.25B unsecured credit facility supports commercial paper and general corporate purposes.
Disney Q1 FY2025: rev $24.7B (+5% YoY), adj EPS $1.76 (+44%)
Diluted EPS $1.40 (GAAP) vs $1.04 YoY; adjusted EPS $1.76 vs $1.22.
Disney combines Hulu + Live TV with Fubo, taking 70% stake; $220M litigation settlement
Disney to own 70% of combined vMVPD company, which has 6.2M North American subscribers.
Disney Q4 adj. EPS $1.14 (+39% YoY); streaming profitable with $321M op income
Q4 revenue $22.6B (+6% YoY); full-year revenue $91.4B (+3%).
Disney names James Gorman Chairman; CEO succession to be announced early 2026
Mark G. Parker resigns from Disney Board effective Jan 2, 2025, after nine years of service.
Diluted EPS $1.43 (prior-year loss $0.25); adjusted EPS $1.39 (+35% YoY).
Director Safra A. Catz resigns from Disney Board; board reduces to 11
Safra A. Catz, CEO of Oracle, resigned from Disney's Board effective July 18, 2024.
Disney posts Q2 adjusted EPS $1.21, beats guidance; raises FY adjusted EPS growth target to 25%
Revenue $22.1B (+1.4% YoY); GAAP diluted EPS loss $0.01 (goodwill impairments), adjusted EPS $1.21 up from $0.93.
Disney defeats activist Peltz; all 12 board nominees elected at annual meeting
All 12 Disney board nominees elected; Nelson Peltz received only 370M votes for vs. 819M withheld.
Disney shareholders re-elect all 12 board nominees; reject activist slates from Trian and Blackwells
All 12 Disney-nominated directors elected; Nelson Peltz received ~370M votes (31% of votes cast, excluding broker non-votes).
Disney shareholders elect all 12 board nominees, defeat Trian and Blackwells proxy slates
Shareholders elected all 12 Disney-recommended directors at the 2024 Annual Meeting, defeating Trian and Blackwells slates.
Disney enters $5.25B 364-day and $3B five-year credit facilities; replaces existing agreements
New $5.25B 364-day credit facility expires Feb 28, 2025, with option to extend to Feb 27, 2026.
Disney to form JV with Reliance/Viacom18 in India; records $1.8-2.4B impairment
JV combines Viacom18 and Star India; valued at ~$8.5B post-money, excluding synergies.
Disney Q1 adj EPS $1.22 beats; raises FY2024 guidance, dividend up 50%
Revenue $23.5B flat YoY; GAAP EPS $1.04 vs $0.70; adjusted EPS $1.22 vs $0.99.
Disney extends GC Gutierrez's contract to 2026; salary $1.5M, equity target 600% of salary
Term extended to December 31, 2026; title changed to Senior EVP, Chief Legal and Compliance Officer.
Disney amends bylaws to address SEC Rule 14a-19 and enhance proxy solicitation rules
Requires proxy solicitors for non-board nominees to certify compliance with Rule 14a-19 and provide evidence.
Disney elects Morgan Stanley CEO James Gorman and ex-Sky CEO Jeremy Darroch to board
Darroch appointment effective Jan 9, 2024; Gorman effective Feb 5, 2024.
Disney Q4 FY2023: Adj. EPS $0.82 vs $0.30; streaming subs +7M; cost target raised to $7.5B
Revenue $21.2B (+5% YoY); GAAP EPS $0.14, adjusted EPS $0.82.
Disney appoints Hugh Johnston as Senior EVP and CFO, effective Dec 4, 2023
Hugh Johnston named Senior EVP & CFO, replacing interim CFO Kevin Lansberry who returns to Disney Experiences segment.
Disney to acquire Comcast's 33% Hulu stake for ~$8.61B at $27.5B floor value
NBCU exercised put right requiring Disney to purchase its 33% Hulu stake; Disney expects to pay ~$8.61B by Dec 1, 2023.
Effective Q4 FY2023, Disney Media and Entertainment Distribution split into two segments: Entertainment and Sports.
Disney plans ~$60B in parks capex over ~10 years, nearly double prior decade
Consolidated DPEP capex target of ~$60B over approx. 10 years, nearly double the prior period.
Disney and NBCU amend Hulu put/call; floor value set at $27.5B
NBCU can require Disney to buy its 33% Hulu stake from Nov 2023 at greater of fair value or $27.5B floor.
Disney Q3 GAAP net loss of $460M; adjusted EPS $1.03 vs $1.09 YoY
Revenues $22.33B (+4% YoY); segment operating income $3.56B flat.
Disney extends CEO Bob Iger's contract to December 31, 2026
Board unanimously approves 2-year extension; Iger to remain CEO through 2026.
Disney CFO Christine McCarthy steps down; Kevin Lansberry named interim CFO
Christine McCarthy, CFO since 2015, takes family medical leave; will serve as strategic advisor through June 30, 2024.
Disney to redeem $201M of 7.55% senior debentures due 2093 and $6.4M of floating-rate notes
DEI will redeem $201,169,000 of 7.55% Senior Debentures due July 15, 2093 on July 15, 2023.
Disney records $1.5B impairment charge from removing content from DTC services
Impairment charge of $1.5 billion to adjust carrying value of produced content removed from DTC platforms.
Disney Q2 revenue +13% to $21.8B; adjusted EPS $0.93 vs $1.08 YoY
Revenues $21,815M, up 13% YoY; total segment operating income $3,285M, down 11%.
Disney extends Chief Communications Officer Schake's contract to 2026, raises pay
Extended employment term from June 29, 2025 to June 29, 2026.
Disney annual meeting elects all 11 directors; shareholder proposals defeated
All 11 director nominees elected with strong support; average 'for' votes ~1.09B.
Disney names Sonia Coleman as new CHRO, replacing Paul Richardson effective April 8
Paul Richardson terminated without cause; his employment ends April 7, 2023 after 15+ years.
On October 18, 2024, Mark G. Parker, Chairman and director on the Board of Directors (the “Board”) of The Walt Disney Company (the “Company”), informed the Company of his decision to resign from the Board, effective as of January 2, 2025.
On July 18, 2024, Safra A. Catz, a director on the Board of Directors (the “Board”) of The Walt Disney Company (the “Company”), informed the Company of her resignation from the Board as of the same date.
Mr. Gutierrez’s title was changed to Senior Executive Vice President, Chief Legal and Compliance Officer of the Company
James P. Gorman, effective as of February 5, 2024
Francis A. deSouza, a director on the Board, informed the Company that he will not stand for reelection
elected D. Jeremy Darroch, effective as of January 9, 2024
On November 2, 2023, The Walt Disney Company (the “Company”) appointed Hugh F. Johnston as Senior Executive Vice President and Chief Financial Officer for a stated term commencing on December 4, 2023, and ending December 31, 2026.
In addition, effective December 4, 2023, Kevin Lansberry will cease to serve as Interim Chief Financial Officer and return to his position as Executive Vice President and Chief Financial Officer of the Company’s Experiences segment.
the Company appointed Kevin A. Lansberry, age 59, to serve as the Company's Interim Chief Financial Officer and principal financial officer, effective July 1, 2023.
Ms. McCarthy will cease to serve as Senior Executive Vice President and Chief Financial Officer during her leave of absence and will have the title 'Strategic Advisor' during the leave.
On March 8, 2023, The Walt Disney Company (the “Company”) exercised its right to terminate without cause the employment of Paul J. Richardson as Senior Executive Vice President and Chief Human Resources Officer, effective at the end of April 7, 2023.
The Company exercised its right to terminate without cause the employment of Robert A. Chapek as Chief Executive Officer.
Max materiality 0.90 · Median 0.70 · Most common event earnings