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Company Overview
About The Walt Disney Company
The Walt Disney Company is one of the world's largest entertainment and media conglomerates, founded on October 16, 1923 by brothers Walt and Roy Oliver Disney in Los Angeles, California, now headquartered in Burbank, California and trading on NYSE (DIS). Operating across Entertainment, Sports, and Experiences segments, Disney reported approximately $91.4 billion in revenues for fiscal year 2024 (ending September 28) under CEO Bob Iger, who returned to lead the company in November 2022 following the departure of Bob Chapek and is contractually committed through 2026 to stabilize the company and establish a succession plan. The company's Entertainment segment includes Disney+, Hulu (100% owned after buying Comcast's 33% stake for $8.61 billion in February 2024), ABC, FX, National Geographic, Star+, and Disney Channels, plus theatrical film production from Disney, Pixar, Marvel Studios, and Lucasfilm (Star Wars).
Business Model & Competitive Advantage
Disney's streaming transformation—moving from linear television dependency to direct-to-consumer streaming—reached a critical milestone in 2024 when Disney+ achieved its first full-year profitability, vindicating Iger's decision to absorb years of streaming investment losses that challenged the company through 2020-2023. The combined Disney+/Hulu streaming bundle surpassed 235 million paid subscribers globally by FY2024, establishing Disney as the second-largest global streaming platform behind Netflix. ESPN's transition to a direct-to-consumer product—expected to launch as a standalone streaming service in fall 2025—represents the most significant strategic event for Disney's sports business since ESPN's cable launch in 1979, as declining linear TV subscribers necessitate a streaming future that could unlock ESPN's global sports rights value without cable distribution dependency.
Competitive Landscape 2025–2026
In 2025-2026, Disney's Experiences segment—encompassing Walt Disney World, Disneyland, Shanghai Disney, Hong Kong Disneyland, Disneyland Paris, Disney Cruise Line, and consumer products—continues to perform at record levels, with per-capita guest spending and hotel occupancy at historic highs. Disney defeated activist investor Nelson Peltz's Trian Fund proxy challenge in April 2024, receiving shareholder validation for Iger's direction. The company's franchise engine—Marvel Cinematic Universe (requiring creative recalibration after mixed Phase 5 box office), Star Wars, Pixar, and Disney Animation—remains the most valuable IP portfolio in global entertainment, powering theme park attendance, merchandise, and streaming content that competitors cannot replicate. Competition from Netflix, Amazon Prime Video, and Apple TV+ for streaming subscribers and talent drives ongoing content investment.
The The Walt Disney Company Story
Founders
Recent Activity
View all →The post The Making of ‘Walt Disney Archives: Uncrated’ at D23: The Ultimate Disney Fan Event appeared first on The Walt Disney Company .
The post ‘Coven Academy’ Brings Magic, Mystery, and Found Family to Modern Disney Audiences appeared first on The Walt Disney Company .
The post Russo Brothers Unpack Explosive ‘Avengers: Doomsday’ Footage in ‘Endgame: Encore’ appeared first on The Walt Disney Company .
The post ‘Toy Story 5’ Premieres at No. 1 on Disney+ appeared first on The Walt Disney Company .
The post Shawn Levy Inks New Overall Television Deal with Disney appeared first on The Walt Disney Company .
The post ‘Avengers Endgame: Encore’ Opens No. 1 as Marvel Studios Crosses $35 Billion Globally at the Box Office appeared first on The Walt Disney Company .
The post The Toy Story Economy: To Cinemas and Beyond appeared first on The Walt Disney Company .
The post Disney Celebrates Dolly Parton’s Lasting Legacy appeared first on The Walt Disney Company .
The post Disney Hosts ‘Created in LA,’ A Two-Day Creator Event appeared first on The Walt Disney Company .
The post Disney Consumer Products Announces New Structure and Leadership Details appeared first on The Walt Disney Company .
The post Disney+ and Hulu Expand Video Podcast Slate appeared first on The Walt Disney Company .
The post The Walt Disney Company Names Karandeep Anand to Newly Created Role of Chief Technology Officer appeared first on The Walt Disney Company .
Company Timeline
Major milestones in The Walt Disney Company's journey
Leadership Team
Meet the leaders behind The Walt Disney Company
Robert A. Iger (Bob Iger)
Bob Iger serves as CEO of The Walt Disney Company, having returned to the role in November 2022 after previously leading the company from 2005-2020. Iger's tenure is defined by transformative acquisitions including Pixar ($7.4B), Marvel ($4B), Lucasfilm ($4B), and 21st Century Fox ($71B) that built Disney's franchise portfolio. He architected Disney's streaming strategy and is guiding cost restructuring efforts while planning for CEO succession expected in early 2026.
James P. Gorman
James Gorman became Disney's Chairman of the Board in January 2025, bringing extensive leadership experience as former CEO and Executive Chairman of Morgan Stanley. Gorman leads Disney's succession planning committee tasked with identifying Bob Iger's replacement and provides strategic guidance on Disney's business transformation and capital allocation.
Hugh F. Johnston
Hugh Johnston joined Disney as CFO in December 2023, overseeing financial strategy, capital allocation, investor relations, and business planning. He guides Disney's profitability initiatives across streaming, parks, and entertainment segments while managing the company's $7.5 billion cost reduction program and $94+ billion annual revenue operations.
Dana Walden
Dana Walden co-leads Disney Entertainment alongside Alan Bergman, overseeing television content creation and distribution across linear networks (ABC, FX, Disney Channel, National Geographic) and streaming platforms (Disney+, Hulu). She manages content strategy, greenlight decisions, and production operations for Disney's television studios and is considered a potential CEO successor.
Alan Bergman
Alan Bergman co-chairs Disney Entertainment with responsibility for film studios including Walt Disney Pictures, Marvel Studios, Lucasfilm, Pixar, and 20th Century Studios. He oversees theatrical release strategies, streaming windowing decisions, and franchise development balancing box office revenue with streaming platform growth. Bergman is an internal CEO succession candidate.
Josh D'Amaro
Josh D'Amaro leads Disney Experiences, the company's largest profit contributor generating $10 billion operating income in fiscal 2025. He oversees 12 theme parks, cruise ships, resorts, and consumer products across six global destinations serving 150+ million annual guests. D'Amaro is considered a leading internal candidate for CEO succession.
Jimmy Pitaro
Jimmy Pitaro chairs ESPN and ESPN+, managing Disney's sports media business through industry disruption from cord-cutting and streaming transformation. He is developing ESPN's standalone direct-to-consumer streaming product launching fall 2025 while navigating expensive sports rights renewals and declining linear television viewership.
Kristina Schake
Kristina Schake joined Disney in April 2022 as Chief Communications Officer, overseeing global communications, public relations, corporate social responsibility, and reputation management during periods of significant transformation including streaming profitability, political controversies, and leadership transitions.
Key Differentiators
Market Leader
The Walt Disney Company is recognized as a market leader in the Entertainment sector, demonstrating strong industry presence and customer trust.
Enterprise Scale
With $91.4B in revenue, The Walt Disney Company operates at enterprise scale with proven market validation.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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