Articles tagged “disney cruise line”

In his first earnings call as CEO, Josh D’Amaro laid out a vision for Disney theme parks that leans more heavily on emerging technologies like AI.

It’s a big job: Disney’s parks business has become the company’s financial engine.

Disney is increasingly a travel company, with parks and experiences accounting for the majority of profits.

The global cruise sector is led by a highly concentrated group of four companies that control 79% of the market.

Disney is spending $30 billion to expand its theme parks and cruise line in part to keep prices in check and avoid discounting.

Disney is expanding its cruise fleet and investing billions in its theme parks internationally. Yet maintaining premium pricing across a much larger footprint won't be easy.

As Disney's park attendance shows signs of softening, the company is betting on cruises and digital engagement to sustain its growth.

Theme park attendance is normalizing after record highs, but Disney eyes cruises as a major growth area with heavy investment planned.

Disney executives feel good about their theme parks division and don't see the economic slowdown everyone is talking about.

The re-opening of a park gives a short-term lift to results, but it will need growth across the division.