Disney Business Tracker

• Legal battle intensifies: ABC/Disney sued the FCC, alleging First Amendment retaliation via early license renewals for eight stations over The...

At D23, CEO Josh D’Amaro framed loyal fans as Disney’s unmatched edge in Hollywood’s uncertain landscape, drawing 12,000 attendees and over 1 billion...

Disney's stock fell 20% over the past year even as it beat earnings expectations for four straight quarters and saw 13% streaming revenue growth plus...

Disney filed two appeals against InterDigital to overturn a Unified Patent Court injunction restricting use of a video-coding patent across its...

Disney Experiences is accelerating its $60B investment plan, with growth now driven more by spending per visitor than attendance.

• New chairman...

Disney+ has announced Kingdom Hearts (working title), an original anime series inspired by the popular video game franchise. The move brings gaming IP directly to its streaming platform.

Disney Cruise Line unveiled its new Meridian-class at D23: three 105,000-ton vessels sized between Magic and Wish classes, carrying up to 3,000...

Disney Cruise Line is rapidly scaling its fleet from five to 13 ships by 2030 through aggressive new builds and market expansion.

• Wish-class...

Disney posted 6.8% revenue growth to $25.25B, missing estimates by 0.6% yet beating EPS and lifting shares 8.8% to $106.81.

Group of seven media...

• Layoffs underway: ESPN conducted significant staff reductions just months after acquiring NFL Network and its talent.
• Earnings slump: Disney’s...

Josh D’Amaro marked his first D23 as CEO with a clear focus on core priorities after 30 years at Disney.

• Storytelling first: Never relenting on...

• 2027 openings confirmed for Monstropolis Phase 1, Carousel of Progress, and Tokyo Space Mountain across multiple parks
• Avengers Campus expansions...

Disney Cruise Line is targeting a 13-ship fleet by late 2030 through three new next-gen vessels in an unnamed class.

• New class details: Ships sized...

New Disney CEO Josh D'Amaro used his first D23 to tackle investor doubts head-on.

• ESPN stance: Rejected any spin-off, citing record ratings and...

D23 showcased firm plans for major Disney parks updates with clear timelines and models, signaling a more confident approach than past events.

-...

Disney's D23 event showcased major entertainment announcements from CEO Josh D’Amaro and key leaders.

• Global fandom emphasis: D’Amaro highlighted...

Duffy & Friends generates about $500 million in annual retail sales, a figure driven by deep fan passion across Disney's Asian parks. The franchise...

Disney confirmed at D23 that the Kingdom Hearts franchise will expand to Disney+ as a new anime series, building on its status as a billion-dollar...

Disney leaders at D23 detailed streaming growth via vertical media, sports integration, and next-gen fandom.

• Vertical push: Major investment in...

Descendants: Wicked Wonderland debuts at #4 on Nielsen's Top 10 Movies chart with 359 million minutes watched on Disney+, highlighting a clear win for...