"🎬✨ Exciting News from Disney! 🌟 Dear The Walt Disney Company, we're still undecided if you're a perfect fit for the global health community. However, because our founder, Stephen Fahey, is a huge Star Wars fan, we wanted to show our support for your ambitions to grow the brand streaming service. Best of luck on your journey, and remember, should you ever need us, we're here! And speaking of growth, Disney's chief executive, Bob Iger, just announced some major moves aimed at bringing "significant growth" to the entertainment giant. 🚀🎶 The plans include streaming an exclusive version of Taylor Swift's Eras Tour concert movie on Disney+. Plus, Disney is investing a whopping $1.5 billion in Epic Games, the creators of the beloved video game Fortnite. 🎮💰 Amidst pressure from activist investor Nelson Peltz, Disney is doubling down on its streaming business and exploring new avenues for expansion. And with initiatives like streaming sports content and share buybacks, Disney is poised for an exciting future ahead. 🏀⚽ While the journey may have its ups and downs, we're confident that Disney's magic will continue to captivate audiences worldwide. Here's to the next chapter of storytelling and imagination! ✨ #DisneyMagic #StreamingGrowth #HealthySecrets" https://lnkd.in/efYVhvei
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Growth-driving Disney Marketing Exec leading strategic media planning & integration for multiple Disney businesses, including Consumer Products, Adventure Travel, Group Sales, Education, & LATAM regional marketing.
At Disney, we are all storytellers. Bob’s recent performance for Wall Street is a classic example. One skill I’ve honed in my career and worked hard to elevate in my time as a Cast Member is to tell data-driven stories (thank you Lisa Becket Jill Estorino Emmanuel Marques Courtney Shamitko Tom Aronson and countless others here at Disney that have helped me be a better executive storyteller). As a performance marketer, it’s easy to get caught up in metrics (let’s be honest: we can very easily measure our way into paralysis, boring our audience to tears along the way). But spoiler alert: Numbers don’t move people. Emotions do. Every. Single. Time. Bob immediately fired our imagination, infusing excitement, nostalgia, and anticipation in his announcements right out of the gate. Then he layering in the numbers that prove his point that we’ve moved from fixing to building. And it’s the sequencing of these two story elements that matters most. Make no mistake: your numbers are important. Critical, even. They reinforce your points, establish your credibility, and demonstrate your command of a situation. But here you see they intentionally took a back seat to his boundless, infectious optimism for the future. Why? Because facts and figures alone will never move your audience. But when you combine a solid performance story with an emotional call to action, you win the game. So regardless of your brand, your role, and your level, focus your time and attention on balancing these two critical story elements, making emotion center stage, and you’ll crush it every time. And as my friend Maui (coming back to theaters in Moana 2 this November!), would say, “You’re welcome.” #disney #disneyparks #disneycastlife #leadership
“I don’t often listen to earnings calls because they are usually a dull recitation of numbers that can be more easily digested in written form,” Fortune CEO Alan Murray writes in the #CEODaily newsletter. “But this week’s Disney call was an exception.” bit.ly/3HUj1PK In the first two minutes of the call, Bob Iger announced that The Walt Disney Company has hired ex-Alabama coach Nick Saban, will release a sequel to "Moana," is investing in Fortnite maker Epic Games, and will be the exclusive streaming home of Taylor Swift’s “The Eras Tour.” The numbers were pretty good too: Operating income up 27%, adjusted earnings per share up 23%, streaming operating income up 86%, and a healthy $7.5 billion in cost savings for good measure. The performance pushed Disney’s stock price up more than 10% on Thursday.
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Photographer 📸 in the Surrey Hills. Portraits, Events & Branding Photography. DM for rates/collabs. Chairman of Knowle Park Trust (nature reserve and country park), Event Director of Cranleigh parkrun.
Change is the only constant. Disney's latest strategic move underscores what is a universal truth for all business owners: innovation is no longer a choice; it's a necessity. Disney's boss, Bob Iger, recently announced a series of bold steps to push the entertainment giant towards "significant growth". After all, if you're not growing, you're in decline. There's no 'standing still' in business. Bold steps include streaming Taylor Swift's Eras Tour and investing $1.5 billion in Fortnite creator Epic Games. Going big into the gaming world is a particularly exciting one for me (sorry, Swifties), as it means we could see some of Disney's iconic characters enter this interactive universe. Why make these changes? Disney is under pressure from investors and needs to push a few areas, such as a dip in streaming service subscribers and underwhelming box office performances. Can they turn the tide by embracing innovation and venturing into new partnerships? They can. Small business owners can take a leaf out of Disney's book. Things are changing out there. No, scrap that; they've already changed. Digital transformation has happened and will keep happening. Consumer behaviour has changed. Businesses must adapt swiftly or risk obsolescence. Disney's lesson? Embrace diversification and technology, and be willing to invest in future growth areas, even when the future is uncertain. #Innovation #SmallBusinessGrowth #StrategicThinking #Disney #UKBusinessCommunity
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Year One of Iger’s second tenure was all about repairing the damage and forging Disney’s future. Today, though, there are signs that Disney is playing offense again. Iger has walked back comments that suggested he was willing to sell TV businesses, including ABC. At the same time, he is charging ahead with a plan to launch a full-blown ESPN streaming service, while also participating in a sports streaming venture with Fox Corp. and Warner Bros. Discovery. He has allowed film studio deputies to pump the brakes and focus on quality. He has slashed streaming losses significantly. In February, he announced a $1.5-billion deal with “Fortnite” maker Epic Games to create a digital universe featuring the company’s franchises. He brought Taylor Swift’s “Eras Tour” movie to Disney+. Disney’s stock soared, helping Iger vanquish Peltz. The DeSantis feud is, for all practical purposes, over, with the company solidifying a $17-billion expansion and investment plan for its Florida parks.
Bob Iger: Embattled keeper of the House of Mouse
latimes.com
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And further news that piqued my interest ... Disney's CEO Bob Iger announced exciting news during this week's earnings conference call! The company will be launching a standalone ESPN version in fall 2025, providing viewers with even more options to access ESPN without cable bundles. The platform's highly interactive nature will offer digital integrations such as ESPN bets and fantasy sports. Plus, the board has revealed a 50% increase in the upcoming semi-annual dividend in July compared to January's dividend and authorized share buybacks for the first time since fiscal 2018. In other news, Roblox (one of my favourite companies) shares have soared following the company's impressive quarterly results and a promising outlook for the upcoming fiscal year and beyond. The metrics speak for themselves: Bookings surpassed the estimated $902.6 million, Revenue is projected to be between $755 million and $780 million, Average daily active users increased by 22% year-over-year, reaching 71.5 million, Monthly unique payers also experienced an 18% year-over-year growth. Calling all Swifty fans! Disney has obtained exclusive streaming rights for Taylor Swift's tour starting March 15, with the uncut film featuring content not found in theatrical or digital purchase versions. #Disney #ESPN #Roblox #TaylorSwift #BusinessNews #EntertainmentNews. Not investment advice.
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Disney, Fox, and Warner Brothers Discover (WBD) are forming a joint venture sports streaming platform. Why? Disney owns ESPN, Fox owns Fox Sports, and WBD owns TNT/TBS/Bleacher Report. Are they looking to team up against the tech companies that are eating into the last bastion of live TV? From a branding standpoint, it seems like a bad idea. You don't cannibalize a powerful brand like ESPN. That name is much more associated with "sports" than the other three words it actually stands for. From a business standpoint, it makes sense that content studios are worried about competing with tech companies and their unlimited budgets. If Apple TV+ doesn't break even, Apple can easily absorb that. It's harder for a network like Fox to lose money like that. Also, Disney hasn't been shy about the idea of spinning ESPN to another owner. Wouldn't this be direct competition to any potential suitor? Netflix just licensed WWE content, so it's starting to get into live programming. Maybe the NBA rights negotiations aren't going that well for Disney and WBD because of the tech companies trying to take their meal tickets. To me, it sounds like a way to cover up for bad earnings that are coming soon. If that's the case, I hope it's not the last gasp of legacy companies that are fighting to stay relevant. #branding #espn #disney
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Forex, Commodities, Stock & Crypto Trader | Stock Investor | Educator | Marketing & eCommerce Expert
🚨 Warner Bros. Struggles: What’s Next for the Entertainment Giant? 📉 Network Revenue Drops: Warner's cable TV segment took a hit, with an 8% drop in revenue to $5.3 billion, driven by cord-cutting, low ratings, and a weak ad market. This is significant as cable TV is a major profit driver for the company. 🏀 NBA Contract Loss: The failure to renew the NBA contract has darkened TNT’s future, leading to a massive $9.4 billion impairment charge. The network's future without the NBA looks uncertain. 🎬 Studios Decline: Warner’s Studios segment fell by 5%, with video game revenue plunging 41%. The underperformance of "Suicide Squad: Kill the Justice League" and tough comparisons to "Hogwarts Legacy" contributed to this decline. 📈 Streaming Growth: On the brighter side, Max streaming platform gained 3.6 million new subscribers, reaching 103 million globally. The release of "House of the Dragon" at the end of June likely played a key role in this growth. 🔮 Zaslav’s Vision: Despite a tough quarter, CEO David Zaslav remains focused on the streaming strategy and isn’t considering breaking up the company. Can Warner Bros. navigate these challenges and find its footing, or are more drastic measures on the horizon? #WarnerBros #EntertainmentIndustry #StreamingWars #CordCutting #DhandaTheGreat #TNT #NBA #HouseOfTheDragon #MediaNews #BusinessUpdate #DavidZaslav #MaxStreaming
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The Walt Disney Company proxy fight is over, Bob Iger is firmly in charge, and people are musing about what a good fit Apple could be as a Disney acquirer (fun to talk about, but I'm skeptical). More likely: Disney will continue to revamp its impressive set of assets to better suit a #streaming world (get used to the idea of paying for an ESPN subscription); will use #artificialintelligence to supercharge its productions but in ways that are likely to cause controversy (#ai, #workforce, #copyright); and will take its best shot at succession planning. Joined Jon Erlichman of Bloomberg to discuss. This proxy fight also illustrates how the economics of consumer attention are affecting public company stocks. And while Disney is nothing like a meme stock, I can't help but think of this recent Bloomberg column questioning whether stocks will "once again be pure tokens in a psychological gambling game": bit.ly/3U1xi47 (paywall-free, gift article).
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Marketing & Sales Enablement Expert | LinkedIn Top Voice | Lead Generation | Proven Revenue Driver | Award-Winning Global Staffing Leader
Bob Iger's triumphant comeback at The Walt Disney Company isn't just about earnings—it's a masterclass in strategic leadership and workforce empowerment. Discover how Iger's bold moves, like partnering with Epic Games and #taylorswift, coupled with investments in his team, are reshaping Disney's future. Dive into the story of resilience, innovation, and workforce synergy.
Bob Iger's return to The Walt Disney Company is starting to look a little more like a victory lap. After a challenging first year back, things are now looking rosier, with CEO Iger pairing a strong earnings report with a slate of announcements, including partnerships with Epic Games and #taylorswift and a forthcoming #sports #streaming platform. "We have entered a new era," he said in a nod to the Swift tie-up. Read how Iger got back on top, and the pitfalls still ahead, by Madeline Berg, Ashley Rodriguez & me in Business Insider: https://lnkd.in/g3q2Szna
Disney's Bob Iger is back on top
businessinsider.com
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Andrew Ross Sorkin asked Disney CFO, Hugh Johnston, the exact right question this morning: "Is Disney now a luxury brand?" Johnston's reply didn't confirm or deny, but the narrative of Disney's recent past is very much a story of raising prices mightily at parks, on cruises and at Disney+. Prices went up at their already highest priced theme parks and cruises in each category where they priced middle income consumers out of the market in the US. The story of the future depends on answers to two questions. Can the luxury experience trend continue? Johnston suggests that they have plenty of room to raise prices without losing park attendance or cruise bookings. The second question: Can Disney's media division start telling stories people will pay to view? Despite Johnston's confidence, that's a much less certain outcome. Disney overpaid for major content that has dramatically underperformed and led directly to Disney+ subscriber attrition. Streaming and media won't work unless the studio starts making quality content that people want to pay to view, again. Disney tells great stories. Will this latest one bomb at the box office or be a hit in 2024-2025?
Disney CFO Hugh Johnston on Q1 results, new sports streaming alliance and Epic Games investment
cnbc.com
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This Disney+ launch was genius: PMMs, you should steal this social playbook 👉 Every Disney brand replied to the Disney+ launch tweet. All with funny on-brand messages in their POV. From Pixar to Star Wars and The Avengers. They created one epic thread. The result? Massive engagement for their launch 🚀 📌 Key takeaways for us PMMs: 1) Tap into your entire brand ecosystem 2) Stay true yo your brand voice 3) Coordinate for max impact Well played Disney! Well played 👏👏👏 h/t mkobach on X for the great thread
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