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Josh D’Amaro Outlines Unified 'One Disney' Strategy to Leverage Intellectual Property and Streaming Growth

Josh D’Amaro, the CEO of the Walt Disney Company, announced a unified 'One Disney' strategy during the D23 fan event to maximize the company's vast library of intellectual property. D’Amaro stated that the company's next chapter will focus on delivering great stories, embracing technology more aggressively, and bringing all business units—including theme parks, ESPN, and Disney+—together to create a seamless fan experience. While acknowledging investor frustration regarding the current stock price, D’Amaro expressed confidence in the company's trajectory. He highlighted the strength of the Disney Experiences division, which accounted for 40% of third-quarter revenue, and the growth of Disney+. He also noted that the company is considering a free, ad-supported streaming product to attract new viewers. D’Amaro emphasized that consumers who engage with multiple parts of the business, such as a theme park visitor who becomes a subscriber, generate higher lifetime value. He remains committed to the company's core assets, specifically stating that he is not interested in spinning off ESPN.

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