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Bloomberg Talks

Disney CFO Hugh Johnston Talks Streaming

13 Nov 2025

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.571 - 1.834 Stephen Carroll

Hi, I'm Stephen Carroll.

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2.135 - 9.09 Caroline Hepka

And I'm Caroline Hepka, here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes.

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9.431 - 19.474 Stephen Carroll

It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world. Each weekday morning, we're up early to bring you the latest news by 7am.

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19.454 - 27.447 Caroline Hepka

We've got everything you need to know from geopolitics and global events to economics and what's moving markets. I'm covering it all from London.

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27.787 - 35.46 Stephen Carroll

And I'm in the EU's capital, Brussels. We have 3,000 journalists and analysts around the world to tell you what's happening, what it means and why it matters.

35.92 - 45.175 Caroline Hepka

It's more than just business headlines. From the price of your breakfast to global shifts in power, economics and money aren't just part of the story, they're often the driving force.

45.155 - 51.23 Stephen Carroll

So start your day with us on Bloomberg Daybreak Europe Edition for the news you need to know and the context to make sense of it.

51.571 - 59.13 Caroline Hepka

Find new episodes of Bloomberg Daybreak Europe Edition by 7am London time on Apple, Spotify or wherever you get your podcasts.

61.135 - 78.177 Unknown

We welcome Bloomberg Tech co-hosts Ed Ludlow and Caroline Hyde, and they are joined by Disney CFO Hugh Johnston. Take it away. Thank you very much indeed. It's wonderful to be joined by you, Hugh, with Ed and I across various parts of America. Hugh, just first, start with us for a moment, will you?

Chapter 2: What were Disney's fourth quarter performance highlights?

390.546 - 416.978 Hugh Johnston

And the answer is yes. People love the SportsCenter4U capability. They love... the Discover Sports capability that we have. In addition to that, in terms of the subscriptions that we're getting, 80% of those are bundled subscriptions. So it's not just benefiting ESPN, it's benefiting the entirety of the Disney Plus ecosystem. So we feel great about it from both perspectives.

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417.599 - 423.647 Hugh Johnston

It's off to a great start, and what we've seen is engagement goes up when people do subscribe to the service.

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423.897 - 432.068 Unknown

Hugh, is this the last earnings report and quarter before Disney's board names a successor to Bob Iger as CEO?

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432.368 - 449.664 Hugh Johnston

That's a great question. So what the board has previously indicated, and I will say the board has been about as transparent as any CEO succession I have ever seen in my long career. What the board has indicated is that will take place sometime during the first calendar quarter of 26.

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449.744 - 462.375 Hugh Johnston

We report in next February whether that'll be before or after I'll be up to the board, but we should have it done by the end of March.

462.355 - 466.34 Unknown

Disney CFO Hugh Johnson, great to talk again. Thank you very much.

467.461 - 491.569 Tom Keen

This is Tom Keen inviting you to join me for the Bloomberg Surveillance Podcast. It's about making you smarter each and every business day. We bring you a recap of what happened overnight in Europe and Asia, the day's economic data and complete coverage of the US market open. We cover stocks, bonds, commodities, currencies, even crypto, all the information you need to excel.

491.549 - 518.003 Tom Keen

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518.383 - 532.17 Tom Keen

On the East Coast, listen at lunch, and on the West Coast when you wake up. That's the Bloomberg Surveillance Podcast with me, Tom Keen, along with Paul Sweeney and Lisa Mateo. Subscribe today wherever you get your podcasts.

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