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%).
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.
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.
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 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%.
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