The Disney Inflection: Technical Clouds, CEO Succession, and the Road to FY26
$26B in revenue and a new CEO: Is the Disney turnaround real? A Look at what the charts are telling us
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Big News at Disney
Disney had a big leadership update on Feb. 3 as the board picked Josh D’Amaro as the next CEO, replacing Robert Iger.
The takeaway for investors is simple: the company now has a clearer succession plan, but the spotlight shifts to execution—especially whether an executive best known for parks and “Experiences” can keep momentum in streaming, manage the studio slate, and navigate a changing sports media landscape.
Looking at Disney’s most recent quarter (fiscal 1Q26, ended Dec. 27, 2025), the company showed progress in streaming, but a mixed picture elsewhere.
Revenue rose to $26.0B (+5% year over year) — sales were up in all three major segments:
Entertainment (+7%)
Sports (+1%)
Experiences (+6%)
However, operating profit fell in Entertainment and Sports.
M…