Highest-materiality recent filing
Revenue $25.2B (+7% YoY); segment op income $4.6B (+4%); adjusted EPS $1.57 (+8%).
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 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 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 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).
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 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 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.
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.
Max materiality 0.90 · Median 0.75 · Most common event earnings