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The Walt Disney Company (DIS) Presents at MoffettNathanso...
2026-05-15 · via All Articles on Seeking Alpha

The Walt Disney Company (DIS) MoffettNathanson's Media, Internet & Communications Conference May 14, 2026 1:30 PM EDT

Company Participants

Hugh Johnston - Senior Executive VP & CFO

Conference Call Participants

Robert Fishman - MoffettNathanson LLC

Presentation

Operator

This event may include forward-looking statements, which are statements that are not historical and are based on management's assumptions regarding the future and are subject to risks and uncertainties, including, among other factors, economic, geopolitical, operating and industry conditions, competition, execution risks, our future financial performance and legal and regulatory developments. Additional information concerning factors and risks that could cause results to differ from those in the forward-looking statements are set forth in the company's securities filings.

Robert Fishman
MoffettNathanson LLC

All right. I think with that, we are excited to get going. We are very, very excited to have Hugh Johnston here, CFO of Walt Disney Company. Thank you again for being here. And obviously, lots to talk about, especially after the official first earnings call with Josh taking over as CEO.

Question-and-Answer Session

Robert Fishman
MoffettNathanson LLC

So just let's kind of start really big picture. With Josh taking over, maybe help us think about what you're most excited about looking ahead with the leadership change and how that allows Disney to maybe do things a little bit differently or even build upon what obviously Bob has accomplished over the past few years.

Hugh Johnston
Senior Executive VP & CFO

Yes. Happy to talk about that. Nice to be with you all. Anytime you change CEO, it's kind of an exciting time. And if you don't count our little thing from a couple of years ago, Bob basically was CEO for 20 years. So it's an even more substantial change in the company. That said, I think everybody is very, very energized around Josh coming in and taking over. Number one, he