The latest in:
Hugh Johnston
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Premium Content
11/19/2025
Disney’s Vision for DTC, International Scale
Disney’s pursuit of worldwide growth has become increasingly evident over the past several months.
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Premium Content
11/13/2025
Disney Stays Poised in YouTube TV Fight
Disney’s earnings call covered everything from streaming growth to where the company stands on current M&A rumors, yet the ongoing carriage dispute with YouTube TV cast a shadow over the House of Mouse’s results to close out the fiscal year.
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Premium Content
11/13/2025
Disney’s M&A Stance
With Warner Bros. Discovery and media consolidation top of mind for many, it’s not surprising M&A found its way into Disney’s earnings call Thursday.
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Premium Content
08/06/2025
Disney’s Streaming Strategy Taking Shape
The countdown is officially on for ESPN as it crawls closer to the launch of its direct-to-consumer service, and last week added an abundance of fuel to the anticipation exuding from the sports network and its parent Disney.
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Premium Content
08/06/2025
Disney Keeps Cards Close to Chest on FY26
Disney CEO Bob Iger and Sr. EVP/CFO Hugh Johnston spent a bit of time repeating themselves during the Q&A portion of the company’s 3Q25 earnings call.
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Premium Content
12/12/2024
WBD Splits Linear and Streaming in Corporate Switch-Up
In a sign of the times, Warner Bros. Discovery is separating its linear networks from its growing streaming business.