We greenlight projects that really are driven by 2 things: number one, attractive returns on the projects; and number two, they bring value to the guest experience.
1mo
The Walt Disney Company 2026 Q3: One Disney operating model coordinating franchises across platforms
One Disney operating model coordinating franchises across platforms
- Josh said coordinating franchises, sharing data and technology, and building seamless fan experiences under the One Disney model is driving proof through Q3 results.
- Management linked Disney’s fan relationship depth to durable financial returns across Experiences, Disney+, and ESPN.
- The strategy was described as operating as one company with speed, discipline, and efficiency to create long-term shareholder value.
- Josh emphasized integrating franchises across physical and digital touchpoints to capture value for both fans and shareholders.
- Back-half acceleration commitments to investors were referenced as being supported by this integrated approach.