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The Latest Breaking News from Hugh Johnston

Exclusive: Disney’s cruise ship fleet generated $3 billion in the last fiscal year—and the company plans to add 5 more in a $60 billion expansion

The company has historically declined to break out financials for its ships—but the numbers can be found via a mysteriously named shell company that does not use the “Disney” name.

Fortune

Before Disney named a new CEO, it made sure the CFO was staying

Josh D'Amaro officially succeeded Bob Iger as CEO on March 18.

Fortune

Disney’s new D’Amaro-land: a dream team succession saga comes to life

Bob Iger was a returning general to Disney in 2022, but he built a roster of top lieutenants helping with his succession plan.

Fortune

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A $1 Billion Reason to Buy Disney Stock Here

Down about 45% from all-time highs, Disney stock offers upside potential in December 2025, as it expands its AI ecosystem.

Barchart

After Disney Exec Claimed ‘Leverage’ In Dispute With YouTube TV, A New Deal Is Finally Bringing ESPN And More Back To Subscribers

The standoff is over.

Cinemablend

Disney Isn't Jumping On The Media Consolidation Bandwagon, Top Executive Says, 'We Like The Hand That We Have'

On Thursday, the Walt Disney Company (NYSE:DIS) made it clear that it has no plans to join the industry's intensifying merger-and-acquisition chatter.

Benzinga

'YouTube Customers Are Suffering.' Disney CFO Says Company Isn't Backing Down As Cable Outage Continues

Disney's CFO responds to the ongoing battle with YouTube TV.

Cinemablend

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Walt Disney Company Q4 FY25 Earnings Call Transcript

Walt Disney Co (NYSE:DIS) reported financial results for the fourth quarter before the market open on Thursday. The transcript from the earnings call has been provided below.

Benzinga

Disney’s Q4 2025 Earnings Call Live Blog: Bob Iger Addresses YouTube TV Situation And More

A look back at 2025 and a look ahead for Disney.

Cinemablend

Disney Focuses On Content Deals, Raises Annual Profit Outlook

Walt Disney Co. (NYSE:DIS) shares dropped after the company released its fiscal third-quarter 2025 results. While adjusted earnings per share (EPS) surpassed analyst expectations, the company’s total revenue fell slightly short of projections.

Benzinga

Disney says most of its business will stop using Slack by the end of the year

A hacktivist group called NullBulge leaked data from almost 10,000 of Disney’s Slack channels in July.

Fortune

Disney To Stop Using Slack After Data Breach

The hacking group Nullbulge leaked confidential information from Disney's internal messaging system in July.

International Business Times

Disney posts profit on streaming for first time but warns of downturn in theme park visits

Disney’s streaming profit comes after a series of subscription price hikes

The Independent UK

As CFO turnover continues, so does a bump in salary for finance chiefs

New research examines pay outcomes for CFOs compared to CEOs.

Fortune

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Cost-Cutting Gives Disney an Earnings Boost in Quarter

Core Disney Plus subs down, DTC losses decline, ESPN DTC version coming in fall 2025

Fortune

Millennial and Gen Z ‘treat culture’ is boosting PepsiCo in a world of inflation: ‘I’m going to treat myself to a Mountain Dew’

PepsiCo beat expectations on revenue and profit in the most recent quarter, in spite of price hikes to keep up with commodity price inflation.

Benzinga

Are You Noticing Fewer Potato Chips In The Bag? What About Doritos? How PepsiCo Fights Inflation

The owner of a large portfolio of snack brands that includes Lay's Potato Chips may have admitted that consumers really are seeing fewer chips in a bag due to inflation.

People

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