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Josh Damaro

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D’Amaro maps Disneyland’s bold, detail-driven future
business7 days ago

D’Amaro maps Disneyland’s bold, detail-driven future

Disney CEO Josh D’Amaro used the D23 expo briefing in Anaheim to outline a Disneyland-focused future built on extreme attention to detail and fan experience, stressing that Disney Imagineering will push for perfection and often scrap concepts that don’t meet standards. He emphasized balancing legacy with audacious new ideas and maintaining a direct connection with fans. The event also highlighted upcoming park plans tied to an ongoing expansion of Avengers Campus, a Coco boat ride, Avatar-themed land and a Tomorrowland makeover as part of Disney’s broader theme-park push.

One Disney: D'Amaro's Vision to Merge Storytelling, Tech, and IP
business8 days ago

One Disney: D'Amaro's Vision to Merge Storytelling, Tech, and IP

At D23, Disney CEO Josh D'Amaro outlines a unified plan: Disney will relentlessly tell world-class stories and push the tech that brings them to life across films, attractions, and streaming. He emphasizes leveraging Disney’s vast IP and diversified assets—ESPN, a streaming service, theme parks and a film studio—so the company can operate as one, making it harder for rivals to replicate. He also notes his lifelong connection to Disney and the company’s ability to combine storytelling with technology to stay ahead in a changing media landscape.

Disney's New Era Signals a Unified, AI-Driven Playbook
business19 days ago

Disney's New Era Signals a Unified, AI-Driven Playbook

In his first full earnings report as Disney's CEO, Josh D’Amaro touted a strong start: operating income up 21% to $5.6 billion and revenue up 7% to $25.2 billion, with streaming profits doubling and Toy Story 5 topping the box office while The Mandalorian/Grogu and live‑action Moana underperformed; parks and experiences drew more attendees who spent more during their visits. The forward plan emphasizes a single, interconnected ecosystem powered by AI, tighter streaming integration, and expanded live experiences, though some investors remain skeptical about the breadth and pace of the strategy.

Disney's Growth Plan Under D’Amaro Faces Q3 Spotlight
business20 days ago

Disney's Growth Plan Under D’Amaro Faces Q3 Spotlight

Disney is set to report fiscal Q3 2026 results before the bell, with expected EPS of $1.86 and revenue of $25.4 billion. Investors will parse CEO Josh D’Amaro’s growth strategy—emphasizing intellectual property, storytelling tech, and expansions in parks and streaming—after July layoffs and amid cautious macro conditions. Park attendance and guest spending in domestic parks have shown resilience, while Disney+ and ESPN’s DTC app will be watched for subscriber and ad growth as the company outlines its path forward.

Olivia Rodrigo Headlines Disney’s Javits Upfront Finale After Bananas Kickoff
entertainment3 months ago

Olivia Rodrigo Headlines Disney’s Javits Upfront Finale After Bananas Kickoff

Disney’s North Javits upfront opened with the Savannah Bananas and closed with Olivia Rodrigo performing a three-song set, after Anne Hathaway introduced new CEO Josh D’Amaro; the night also featured NFL legends promoting Disney’s 2027 Super Bowl and cameos from FX, Hulu, and Marvel stars, with Rodrigo ending by inviting Jane Kimmel on stage for a final group sing as Jimmy Kimmel roasted the crowd.

Disney tests a 'super app' to fuse streaming with parks and cruises
technology3 months ago

Disney tests a 'super app' to fuse streaming with parks and cruises

Disney CEO Josh D'Amaro is reportedly exploring a 'super app' that would merge Disney+ with real‑world experiences like the Cruise Line Navigator and other Disney services, aiming to put parks, resorts, and cruises at fans' fingertips. The concept is early and it's unclear whether it would be advertising-driven or offer deeper app integrations; it could also be inconvenient for viewers who mainly want streaming. Timing and feasibility remain uncertain as Disney experiments with integrating fan relationships across its businesses.

Disney’s D’Amaro Unveils a Three-Pillar Plan Centered on IP, One Disney, and AI
business3 months ago

Disney’s D’Amaro Unveils a Three-Pillar Plan Centered on IP, One Disney, and AI

Disney's new CEO Josh D’Amaro outlined a three-pillar strategy built on investing in enduring IP, building a single, digitally integrated “One Disney” ecosystem, and aggressively deploying AI to power storytelling and monetization. The plan signals continued cost pressures from high-franchise production and sports rights, with potential layoffs to streamline operations, while ESPN remains central to the long-term strategy. The market responded positively to the clarity, but profitability now hinges on turning cross-platform IP into sustained growth across Disney’s brands and platforms.

Disney Plus as Disney’s Central Brand Hub Draws Skepticism
business3 months ago

Disney Plus as Disney’s Central Brand Hub Draws Skepticism

New Disney CEO Josh D’Amaro wants Disney Plus to be the immersive, central hub of the company, tying streaming to parks and other experiences to deepen fan engagement, but critics warn that turning Disney Plus into a busy, all-in-one hub could degrade the simple, on-demand viewing experience and question whether audiences actually want such integration, especially given past unfulfilled experiments.

Disney+ Anchor: Disney CEO Outlines Plan to Make It the Centerpiece of the Brand Experience
business3 months ago

Disney+ Anchor: Disney CEO Outlines Plan to Make It the Centerpiece of the Brand Experience

On Disney's quarterly earnings call, CEO Josh D’Amaro described Disney+ as the immersive, interactive centerpiece of the company, aimed at unifying streaming, sports, games and experiences to deepen direct fan relationships. The strategy focuses on boosting engagement and reducing churn by making Disney+ more central to how fans experience Disney brands, with personalization and UI improvements echoing earlier Iger-era plans.

D’Amaro Unveils Disney’s Growth Playbook: Creative Excellence, Disney+ at the Core, and Global Expansion
business3 months ago

D’Amaro Unveils Disney’s Growth Playbook: Creative Excellence, Disney+ at the Core, and Global Expansion

On Disney’s Q2 FY26 earnings call, new CEO Josh D’Amaro outlined a disciplined growth plan with Disney+ at the center, three priorities (creative excellence, a more connected direct-to-consumer experience, and technology), and a push for international streaming growth. He highlighted IP momentum (Zootopia 2 with $1.9B global box office and 1B hours streamed on Disney+) and ongoing investments across films, experiences (Disney Adventures World, World of Frozen) and ESPN’s direct-to-consumer evolution, while acknowledging near-term variability but long-term value from Disney’s brands and platforms.

Disney preps Q2 2026 earnings under new CEO, with streaming and parks in focus
business3 months ago

Disney preps Q2 2026 earnings under new CEO, with streaming and parks in focus

Disney is set to report fiscal Q2 2026 results before the bell, the first earnings release led by new CEO Josh D’Amaro. Wall Street expects EPS of $1.49 on revenue of $24.78 billion; investors will focus on streaming performance amid consolidation and how the parks/experiences unit holds up, as Disney has pared some segment disclosures. The 8:30 a.m. ET call will provide an early read on whether the theme-park backbone can offset streaming headwinds.