Walt Disney CFO Speaks At Goldman Sachs Communacopia + Technology Conference 2026 - DIS News | RalliesWalt Disney CFO Speaks At Goldman Sachs Communacopia + Technology Conference 2026
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DIS• Disney CFO outlines streaming, experiences, and earnings goals
- The Walt Disney Company CFO said the company has created “one fan, one account ecosystem” linking Hulu and Disney profiles - Goldman Sachs conference.
- The CFO said Disney Plus last quarter had 13% margin and expects double-digit margins for the full year.
- The company will focus on revenue growth rather than margin percentage, according to the CFO.
- Disney has a “pretty solid slate” as it pivots toward 2028, the CFO said.
- Cruise ships continue to sell out, and capacity utilization remains high despite a 50% increase in guest rooms.
- Streaming and experiences account for about 85% of the company's earnings and are growing strongly, the CFO said.
- The company wants to continue delivering double-digit earnings performance.
