DISNEY SUBMITS PRICING TERM SHEET FOR $4 BILLION FOUR-PART NOTES OFFERING - SEC FILING
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy DIS?
Source: moomoo
- Disney's SEC Filing: Disney has filed a pricing term sheet for a four-part notes offering amounting to $4 billion.
- Purpose of the Offering: The funds raised from this offering are likely intended to support various corporate initiatives and financial strategies.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy DIS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 101.660
Low
123.00
Averages
137.29
High
152.00
Current: 101.660
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Executive Transition: Disney is poised to appoint Thomas Mazloum as chairman of its parks, cruises, and consumer products division, succeeding Josh D'Amaro, marking a significant shift in the company's leadership that could impact future strategic directions.
- Timing of Appointment: Mazloum's appointment is expected to be announced as soon as this week, coinciding with D'Amaro's upcoming transition to CEO, which may influence Disney's operational strategies and market performance.
- Extensive Experience: Having managed Disneyland Resort in California since March last year and previously overseeing Disney's cruise business, Mazloum's extensive management background will support his new role and potentially enhance Disney's competitiveness in the tourism and consumer products sectors.
- Future Outlook: With D'Amaro's promotion, Disney's leadership is undergoing a crucial transformation, and Mazloum's appointment may bring new strategic perspectives, particularly at the upcoming annual meeting, which could affect investor confidence in the company.
See More
- Revenue Leadership: Research from MoffettNathanson indicates that YouTube is projected to generate $62 billion in revenue by 2025, slightly surpassing Disney's $60.9 billion, marking its dominance in the global entertainment market.
- Historical Evolution: Since its acquisition by Google for $1.65 billion in 2006, YouTube has transformed from a simple video-sharing site into a comprehensive entertainment hub encompassing music, podcasts, television, sports, and live events, showcasing the success of its business model evolution.
- Potential Valuation: The research suggests that if YouTube were to operate independently from Alphabet, it could be valued between $500 billion and $560 billion, roughly eight to nine times its 2025 revenue, exceeding the market value of several major Hollywood players.
- AI-Driven Content Innovation: Advances in generative AI may enable creators to produce more impactful content while enhancing targeting and monetization tools across the platform, further solidifying YouTube's competitive edge in the digital entertainment landscape.
See More
- User Feedback Disappoints: Musk's poll revealed that only 11.9% of users had purchased something due to an ad, while 88.1% said they had not, indicating a significant lack of ad effectiveness that could impact the company's advertising revenue.
- Trust Crisis in Advertising: Since Musk's acquisition in 2022, advertising has remained the primary revenue source, yet brands and users have consistently questioned ad effectiveness, leading to reduced ad spending; Musk's remark to advertisers pulling back spending reflects his frustration with the situation.
- Commitment to Technological Innovation: Musk claims the company has developed AI technology capable of making ads more relevant to users through the Grok system, aiming to enhance ad relevance and effectiveness, although current user feedback suggests that many still feel ads do not influence their purchasing decisions.
- Hope for Brand Return: Despite challenges, signs of recovery emerged in late 2024 as many companies resumed advertising campaigns, prompting Musk to express gratitude and commend former CEO Linda Yaccarino and the team for rebuilding trust with advertisers, indicating potential improvements in future advertising business.
See More
- Stock Decline: Disney's shares have fallen to $99.94, marking the first time in over 10 months that they are trading below $100, indicating that despite several positive developments, global economic pressures and inflation are impacting consumer spending.
- Financial Performance: In fiscal 2025, Disney's revenue rose by 3%, while adjusted earnings and free cash flow surged by 18% and 19%, respectively, surpassing Wall Street expectations and demonstrating resilience across its diversified business segments.
- New CEO Appointment: Popular executive Josh D'Amaro is set to take over as CEO at next week's annual shareholder meeting, which is expected to drive strategic transformation, particularly with the upcoming upgrades at the French resort and new attractions opening soon.
- Market Opportunities: Despite facing economic uncertainties, Disney's streaming business turned profitable in fiscal 2024 and accelerated growth in fiscal 2025, indicating that the company remains attractive for long-term investment, especially during this stock price pullback.
See More
- Stock Decline: Disney's stock has fallen below $100, marking a 10-month low, despite the company releasing several positive updates over the past year, indicating resilience in the global entertainment market.
- Earnings Growth Outlook: Disney is projected to achieve double-digit earnings growth over the next two fiscal years, even amidst inflation and economic uncertainty, suggesting strong profitability in its core business.
- New CEO Appointment: The upcoming appointment of new CEO Josh D'Amaro could bring a fresh strategic direction for the company, particularly with the launch of Disney Adventure World and a new cruise ship, enhancing brand value.
- Competitive Market Pressure: While Disney performs well in its theme parks and streaming business, it faces competitive pressures, especially from Comcast's new Universal theme park attraction, which could impact its market share and future growth potential.
See More
- Stock Market Trends: The stock market is experiencing a decline, presenting opportunities for investors to find bargains.
- Insider Purchases: Many of these bargains are being purchased by company insiders, indicating potential confidence in the stocks.
See More










