The latest in:
Hugh Johnston
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Premium Content
05/06/2026
Disney’s Latest Takes on Linear, NFL Renewal
Wednesday was Josh D’Amaro’s first time as the captain of Disney’s quarterly earnings call, and while it primarily focused on his immediate and long-term priorities, we got a sense of how the House of Mouse views the linear TV landscape in a post-Bob Iger era.
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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.