The Walt Disney Company (DIS)
Disney's new Trump strategy: Push back, politely
Disney doesn't want to be in a fight with Donald Trump. So in 2024 and 2025, the entertainment giant appeared to be appeasing him.
As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started
The most revealing data point from Wednesday's earnings doubleheader came down to word choice.
Disney: Ignore The FCC And The Earnings, Focus On What Really Matters
Disney (DIS) posted a strong quarter, but underlying Entertainment and Sports trends remain pressured by cord-cutting and legacy business decline. Streaming profitability is improving, yet growth may not fully offset linear's ongoing erosion; Parks continues as the dominant income generator. The anticipated ESPN spinoff is officially off the table, removing a key thesis for structural change and leaving legacy risks intact.
One of Disney's top AI users tells all: 'I'm pushing the bleeding edge'
Disney employees are embracing AI tools, with some invoking them tens of thousands of times a month. One AI power-user broke down how they're using AI agents to boost their productivity.
Is Disney Stock a Buy After Strong Q2 Results Under New Leadership?
Holding its first earnings call under new CEO Josh D'Amaro, Disney was able to exceed expectations for its fiscal second quarter and reaffirmed its EPS guidance.
Disney looking to make a unified ‘super app,' report says
Disney senior executives could potentially combine Disney+ with other apps like Disneyland Resort and Disney Cruise Line Navigator to make one unified app, according to a report from Bloomberg.
Walt Disney FQ2 Earnings: Dead Money For 10 Years And Likely To Remain So
The Walt Disney Company delivered strong FQ2 2026 results under new CEO Josh D'Amaro, with both revenue and EPS beating estimates. Despite positive earnings and strategic vision, DIS shares remain range-bound near $100, reflecting persistent headwinds from legacy asset erosion and industry shifts. Rising capex, especially in Experiences, and intensifying streaming competition challenge Disney's ability to offset legacy declines, limiting transformative upside.
Disney Just Got a Wall Street Pile-On: Three Firms Hike Price Targets After Q2 Crusher
Walt Disney (NYSE:DIS | DIS Price Prediction) is on the receiving end of a Wall Street pile-on.
Fairy Dust Works: Disney's Stock Price Rises as Business Accelerates
The Walt Disney Company NYSE: DIS is famous for its fairy dust, and the company's recent fiscal Q2 results prove that it works. The combined impact of Bob Iger's turnaround efforts and new CEO Josh D'Amaro's vision has the company on track to accelerate growth, sustain cash flow, improve financial health, and drive capital returns for investors.
Disney: Bob Iger Exits With A Bang
Josh D'Amaro is stepping in as The Walt Disney Company's CEO following Bob Iger's departure. Recent DIS Q2 outperformance is largely attributed to Bob Iger's prior strategic decisions. The new CEO's impact will take time to materialize.
Disney CFO Answers A Wall Street Question “We Get A Lot”: Why Is The Company Sticking With Linear TV?
Reaffirming the company's long-established strategy, Disney CFO Hugh Johnston told Wall Street analysts Wednesday on an earnings call there are no plans to spin off or sell linear TV networks. The question has surfaced anew given the changing of the executive guard, with Josh D'Amaro succeeding Bob Iger as CEO earlier this year.
Disney CEO unveils entertainment giant's new 3-pillar growth plan
Disney CEO Josh D'Amaro outlines a three-pillar growth strategy focused on intellectual property, global consumer reach and AI-powered storytelling.
