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The Walt Disney Company reported that it has exercised its right to terminate without cause the employment of Kristina K. Schake, Senior Executive Vice President and Chief Communications Officer, effective March 19, 2026. She will receive separation benefits under the terms of her previously disclosed employment agreement.
A company press release notes that Schake’s departure will coincide with the end of Bob Iger’s tenure as Chief Executive Officer and highlights her role in major corporate communications initiatives since joining Disney in 2022. Disney plans to announce her successor at a later date.
Chang Amy reported open-market purchase transactions in a Form 4 filing for DIS. The filing lists transactions totaling 916 shares at a weighted average price of $107.85 per share. Following the reported transactions, holdings were 14,720 shares.
The Walt Disney Company entered into an underwriting agreement with Citigroup Global Markets and J.P. Morgan Securities to offer multiple series of senior notes. The company plans to issue $500,000,000 of Floating Rate Notes due 2029, $1,000,000,000 of 3.750% Notes due 2029, $1,500,000,000 of 4.000% Notes due 2031 and $1,000,000,000 of 4.625% Notes due 2036.
The notes will be issued under a 2019 indenture with Citibank, N.A. as trustee and are guaranteed by TWDC Enterprises 18 Corp. They are registered on an existing shelf registration statement, and related underwriting, officer certificates, note forms and legal opinions are filed as exhibits.
The Walt Disney Company is issuing $4.0 billion of senior unsecured notes in four tranches: $500 million floating-rate notes due 2029, $1.0 billion 3.750% notes due 2029, $1.5 billion 4.000% notes due 2031 and $1.0 billion 4.625% notes due 2036, all guaranteed by TWDC Enterprises 18 Corp.
The floating-rate notes pay Compounded SOFR plus 0.47% with quarterly payments, while the fixed-rate notes pay semi-annually. Disney expects net proceeds of about $3,972,755,000 after underwriting discounts and plans to use the funds for general corporate purposes.
The notes rank equally with Disney’s other unsecured, unsubordinated debt but are structurally subordinated to obligations at most subsidiaries. The fixed-rate notes are redeemable at Disney’s option, while the floating-rate notes are not. Investors face interest-rate, liquidity and SOFR benchmark transition risks highlighted in the risk factors.
The Walt Disney Company is offering new senior unsecured notes in a primary debt offering, including both floating rate and fixed rate tranches. The floating rate notes will pay interest based on Compounded SOFR plus a spread, with interest paid quarterly, and will not be redeemable at Disney’s option.
The fixed rate notes will pay a stated annual coupon with semi-annual interest and may be redeemed early at Disney’s option at a make-whole price tied to a U.S. Treasury rate. All notes are senior unsecured obligations of Disney and are fully and unconditionally guaranteed on a senior unsecured basis by its 100%-owned subsidiary TWDC Enterprises 18 Corp.
The notes rank equally with Disney’s other unsecured, unsubordinated debt and are structurally subordinated to liabilities at non-guarantor subsidiaries. Disney expects to receive net proceeds, after underwriting discounts, and intends to use them for general corporate purposes.
The Walt Disney Company is reshaping its leadership, appointing Josh D’Amaro as Chief Executive Officer effective March 18, 2026, while Robert A. Iger becomes Senior Advisor to the Board through December 31, 2026. The Board expects to elect D’Amaro as a director after the 2026 annual meeting.
D’Amaro’s package includes a $2,500,000 base salary, a target annual bonus equal to 250% of salary, and target long‑term incentives of $26,250,000 per year plus a recommended one‑time award of $9,705,000. He is also eligible under the Disney Executive Severance Pay Plan.
Dana Walden becomes President and Chief Creative Officer under a contract running to March 17, 2030, with a $3,750,000 base salary, a 200% target bonus and annual long‑term incentives of $15,750,000 plus a recommended one‑time award of $5,260,000. Disney also approved an Executive Severance Pay Plan providing defined cash, bonus and equity treatment for eligible executives after certain involuntary terminations.
The Walt Disney Company reported modestly higher revenue but lower profit for the quarter ended December 27, 2025. Total revenue rose 5% to $25.98 billion, driven by growth in Experiences, stronger content sales, and the consolidation of Fubo.
Net income attributable to Disney fell to $2.40 billion from $2.55 billion, and diluted EPS declined to $1.34 from $1.40, mainly due to weaker Entertainment operating income and a higher effective tax rate, including a non‑cash tax charge from the Fubo transaction.
The Experiences segment delivered 6% revenue growth to $10.01 billion and a 6% increase in operating income to $3.31 billion, supported by higher theme park admissions, cruise capacity, and guest spending. Entertainment revenue grew 7% to $11.61 billion, but operating income dropped 35% to $1.10 billion as programming, production, and marketing costs outpaced gains in subscription, affiliate, and theatrical revenue.
Sports revenue edged up 1% to $4.91 billion, with higher advertising largely offset by lower subscription and affiliate fees and rising rights costs, reducing operating income to $191 million. Disney also highlighted strategic moves, including consolidating Fubo, a virtual pay‑TV distributor, and a separate $3 billion NFL media assets transaction at ESPN, while continuing dividends and share repurchases, including $2.0 billion of buybacks in the quarter.
The Walt Disney Company filed a current report to note that it released a press release covering its financial results for the quarter ended December 27, 2025. The press release, dated February 2, 2026, is furnished as Exhibit 99.1.
Disney also highlights its Investor Relations website, www.disney.com/investors, as a key channel for sharing material company information in line with Regulation FD, encouraging investors and media to review updates posted there.
Walt Disney Sr. EVP & Chief People Officer Sonia L. Coleman reported a sale of Disney common stock in a planned transaction. On January 22, 2026, she sold 2,473 shares of Disney common stock at $114 per share under a Rule 10b5-1(c) trading plan adopted on May 23, 2025.
After this sale, she directly holds 2 shares of Disney common stock. In addition, 1,021.17 shares are held indirectly in The Walt Disney Stock Fund within the company 401(k) plan as of January 22, 2026, which includes company matching contributions.
The Walt Disney Company outlines strong fiscal 2025 performance and key governance priorities ahead of its 2026 virtual annual meeting. Diluted EPS grew 152% and adjusted EPS rose 19%, supported by over $6.5 billion in global box office and a $1.3 billion operating profit in the Entertainment direct-to-consumer business. The company raised its dividend 50% to $1.50 per share and repurchased about $3.5 billion of stock, with a target to double repurchases to $7 billion in fiscal 2026.
The Board highlights active CEO succession planning, led by a dedicated committee, and currently expects to announce the next CEO in early 2026. The slate includes 11 director nominees, featuring significant recent refreshment and the nomination of former Apple executive Jeffrey E. Williams. Shareholders are asked to elect directors, ratify PwC as auditor, approve say-on-pay, and vote on four shareholder proposals that the Board recommends against.