The Walt Disney Company reports developments across its entertainment, sports, and experiences businesses. Recurring updates include financial results, investor conference appearances, annual shareholder meeting materials, and management commentary on streaming, ESPN, film and television studios, and Disney Experiences.
Company news also covers leadership and organizational changes within Disney Entertainment, including its streaming, film, television, games, and digital entertainment operations. Business updates commonly reference Disney+, Hulu, ESPN, the company’s studio brands, theme parks, cruises, vacation destinations, and merchandise licensing.
The Walt Disney Company (NYSE: DIS) announced a new enterprise marketing and brand organization and named Asad Ayaz Chief Marketing and Brand Officer effective January 14, 2026. Ayaz will report to CEO Bob Iger and work with segment chairs to align marketing across Disney's businesses. Ayaz joins the role after eight years as President of Marketing for The Walt Disney Studios and has served as Chief Brand Officer since 2023, overseeing company-wide brand efforts, alliances, and events. The new organization is intended to increase brand consistency, connect shared capabilities, and advance segment and enterprise business goals.
The Walt Disney Company (NYSE: DIS) will host a live audio webcast to discuss fiscal first quarter 2026 results on Monday, February 2, 2026 at 8:30 a.m. ET / 5:30 a.m. PT. The company will release results before the opening of regular trading on February 2, 2026 and post earnings materials at www.disney.com/investors. The live webcast will be available at the same investor site and will be archived for later listening. Materials and the webcast may include forward-looking information.
The Walt Disney Company (NYSE: DIS) and OpenAI announced a landmark, three-year licensing agreement and strategic commercial relationship on December 11, 2025. Under the deal, Sora and ChatGPT Images can generate short, user-prompted social videos and images drawing on a selection of more than 200 Disney, Marvel, Pixar and Star Wars characters, with curated Sora videos planned to stream on Disney+.
As part of the transaction, Disney will make a $1 billion equity investment in OpenAI and receive warrants to buy additional equity; Disney will also become a major OpenAI customer using its APIs and deploying ChatGPT for employees. The arrangement is subject to definitive agreements, corporate approvals, and customary closing conditions, and fan-generated content is expected to begin in early 2026.
The Walt Disney Company (NYSE: DIS) nominated former Apple executive Jeff Williams to stand for election as an independent director at the company’s 2026 annual meeting. If elected, the board will expand to 11 members. Williams retired earlier in 2025 after serving as Chief Operating Officer of Apple since 2015, where he oversaw design, global supply chain, service and support, led the Apple Watch launch, and helped architect Apple’s health and fitness strategy. Shareholders will vote on Williams’ election alongside the re-election of Disney’s current 10 directors at the next annual meeting.
The Walt Disney Company (NYSE: DIS) reported fiscal 2025 results for the quarter and year ended Sept. 27, 2025. Full-year revenue rose 3% to $94.4B and income before taxes grew to $12.0B from $7.6B. Diluted EPS for the year rose to $6.85 (from $2.72); adjusted EPS increased 19% to $5.93. Q4 revenue was $22.5B (flat); Q4 adjusted EPS was $1.11 (down 3%).
Segment highlights: Experiences delivered record operating income of $10.0B for the year; Entertainment operating income rose 19% for year but declined in Q4 due to theatrical comparisons. Company issued FY2026 guidance including $24B content investment, $7B buyback target, and double‑digit adjusted EPS growth.
The Walt Disney Company (NYSE: DIS) announced that Hugh Johnston, Senior Executive Vice President & Chief Financial Officer, will participate in a question-and-answer session at the Wells Fargo Technology, Media, and Telecom Summit on Wednesday, November 19, 2025 at ~11:00 a.m. ET / 8:00 a.m. PT.
The session will be streamed live at www.disney.com/investors, and a recording will be archived on the company's investor website. Investor relations and corporate communications contact numbers are provided for follow-up.
Fubo (NYSE: FUBO) and The Walt Disney Company (NYSE: DIS) closed a transaction combining Fubo’s business with Hulu + Live TV, creating a vMVPD that is the 6th largest Pay TV company in the U.S. with nearly 6 million subscribers in North America. Disney holds an approximately 70% interest in the combined company while existing Fubo shareholders hold ~30%. The combined business expects cost, revenue and operational synergies, a $145 million term loan commitment from Disney in 2026, and will keep Fubo and Hulu + Live TV as separate consumer offerings.
The combined company changed its fiscal year to end September 30; FUBO continues to trade on NYSE.
Disney (NYSE:DIS) and Formula 1 announced the launch of their "Fuel the Magic" collaboration, kicking off at the Las Vegas Grand Prix this November 2025.
Key elements include a Mickey & Friends live performance at the Fountains of Bellagio, Disneyland Band appearances on race day, community outreach in Las Vegas, and a Disney x Formula 1 merchandise capsule debuting in early November with on-site sales Nov. 8 at the Venetian and select items on DisneyStore.com.
The program runs through the 2026–2027 F1 seasons and the Las Vegas Grand Prix will air in the U.S. on ESPN/ESPN App on Nov. 22, 2025.
The Walt Disney Company (NYSE: DIS) announced “Disney Celebrates America,” a companywide commemoration of the United States’ 250th anniversary running from Veterans Day 2025 through the July 4, 2026 weekend.
Key highlights include a 24-hour, multi-platform broadcast culminating in July 4 fireworks from Walt Disney World and Disneyland; a new Soarin’ Across America attraction debuting summer 2026 at Disney California Adventure and EPCOT; and a $2.5 million donation to Blue Star Families to expand support for veterans and military families.
Programming will span Disney+, Hulu, ABC, ESPN, FX, Freeform and National Geographic, led in part by anchor David Muir, with additional cross-company activations, merchandise, and park offers for service members.
Disney (NYSE:DIS) has announced it will host a live audio webcast to discuss its fiscal full year and fourth quarter 2025 financial results on Thursday, November 13, 2025 at 8:30 a.m. ET / 5:30 a.m. PT.
The company will release its financial results before the market opens on the same day. Earnings materials will be available on Disney's investor relations website, where investors can also access the webcast. The presentation materials and webcast will be archived for future reference.