{"id":134706,"date":"2026-03-25T09:58:06","date_gmt":"2026-03-25T12:58:06","guid":{"rendered":"https:\/\/tech.einnews.com\/article\/901655286"},"modified":"2026-03-25T09:58:06","modified_gmt":"2026-03-25T12:58:06","slug":"new-disney-dis-ceo-josh-damaro-is-navigating-the-fallout-from-openais-sora-shutdown-and-epic-games-layoffs-discover-how-these-tech-setbacks-are-testing-disneys-1-5b-digital-universe-plans","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/03\/25\/new-disney-dis-ceo-josh-damaro-is-navigating-the-fallout-from-openais-sora-shutdown-and-epic-games-layoffs-discover-how-these-tech-setbacks-are-testing-disneys-1-5b-digital-universe-plans\/","title":{"rendered":"New Disney (DIS) CEO Josh D&#8217;Amaro is navigating the fallout from OpenAI&#8217;s Sora shutdown and Epic Games layoffs. Discover how these tech setbacks are testing Disney&#8217;s $1.5B digital universe plans."},"content":{"rendered":"<div><img data-opt-id=758893364  fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1&w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i0.wp.com\/cdn.benzinga.com\/files\/images\/story\/2026\/03\/25\/Ostrava--Czechia---July-27--2024-Disney-.jpeg?width=1200&height=800&fit=crop&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><!--$--><\/p>\n<div>\n<div class=\"sc-bTcWjU fDkVaM\"><!--$--><\/p>\n<p class=\"block core-block\"><strong>Walt Disney Company<\/strong> <a class=\"ticker-link\" data-ticker=\"DIS\" data-exchange=\"NYSE\" href=\"https:\/\/www.benzinga.com\/quote\/DIS\" target=\"_blank\" rel=\"noopener\">(NYSE:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/DIS\" target=\"_blank\">DIS<\/a>)<!-- --> is navigating early challenges under new CEO <strong>Josh D&#8217;Amaro<\/strong>, even as analysts see room for a turnaround.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<h2 class=\"wp-block-heading\"><strong>Early Tech Setbacks Cloud Strategy Push<\/strong><\/h2>\n<p><!--\/$--><!--$--><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">D&#8217;Amaro has already faced setbacks in two major tech bets just days into his new role.<\/p>\n<p><!--\/$--><!--$?--><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">D&#8217;Amaro, who took over on March 18, has been pushing to deepen fan engagement through technology, including expanding Disney+ into a broader platform for games and interactive experiences.<\/p>\n<p><!--\/$--><!--$--><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">Epic CEO <strong>Tim Sweeney<\/strong> said weaker Fortnite engagement led to higher spending than revenue, prompting cost cuts. Meanwhile, Disney said it will continue exploring AI partnerships after Sora&#8217;s shutdown, seeking new ways to connect with audiences.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<h2 class=\"wp-block-heading\"><strong>Analysts See Path To Reignite Growth<\/strong><\/h2>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">Analysts see potential upside for Disney as Josh D&#8217;Amaro takes over as CEO, with Guggenheim outlining key <a target=\"_blank\" href=\"https:\/\/www.benzinga.com\/trading-ideas\/movers\/26\/03\/51356807\/is-disney-stock-a-buy-after-josh-damaro-takes-over-as-ceo\" rel=\"noreferrer noopener\">areas for improvement<\/a>.<\/p>\n<p><!--\/$--><!--$--><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">Guggenheim analyst Michael Morris said Disney can boost investor confidence by delivering a more consistent pipeline of high-quality content, improving transparency in its streaming and entertainment segments, and optimizing its parks business, where D&#8217;Amaro has strong experience.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">Morris also noted that investors are reassessing Disney&#8217;s performance following leadership changes, especially given the stock&#8217;s recent underperformance and the need for D&#8217;Amaro to drive renewed growth.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<h2 class=\"wp-block-heading\">Technical Analysis<\/h2>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">Disney is trading 4.4% below its 20-day simple moving average (SMA) and 10.2% below its 100-day SMA, keeping the intermediate trend pointed down. Shares are down 5.14% over the past 12 months and are positioned closer to their 52-week low than their 52-week high.<\/p>\n<p><!--\/$--><!--$--><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">The RSI is at 28.74, signaling oversold conditions and helping explain why buyers are probing for a bounce. MACD is at -2.2774 and remains below its signal line at -2.1050, showing bearish momentum is still in control despite the early lift.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">The combination of oversold RSI (below 30) and bearish MACD suggests mixed momentum.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Key Resistance<\/strong>: $111.00<\/li>\n<li><strong>Key Support<\/strong>: $80.00<\/li>\n<\/ul>\n<p><!--\/$--><!--$--><!--\/$--><!--$--><\/p>\n<h2 class=\"wp-block-heading\">Earnings &amp; Analyst Outlook<\/h2>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\">Looking further out, the next major catalyst for the stock arrives with the May 6, 2026 (estimated) earnings report.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>EPS Estimate<\/strong>: $1.50 (Up from $1.45 YoY)<\/li>\n<li><strong>Revenue Estimate<\/strong>: $24.97 Billion (Up from $23.62 Billion YoY)<\/li>\n<li><strong>Valuation<\/strong>: P\/E of 14.2x (Indicates value opportunity relative to peers)<\/li>\n<\/ul>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\"><strong>Analyst Consensus &amp; Recent Actions:<\/strong> The stock carries a Buy Rating with an <a target=\"_blank\" href=\"https:\/\/www.benzinga.com\/quote\/DIS\/analyst-ratings\" rel=\"noreferrer noopener\">average price target<\/a> of $131.71. Recent analyst moves include:<\/p>\n<p><!--\/$--><!--$--><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Guggenheim<\/strong>: Buy (Lowers Target to $115.00) (March 18)<\/li>\n<li><strong>Guggenheim<\/strong>: Buy (Maintains Target to $140.00) (February 3)<\/li>\n<li><strong>TD Cowen<\/strong>: Hold (Maintains Target to $123.00) (February 3)<\/li>\n<\/ul>\n<p><!--\/$--><!--$--><\/p>\n<h2 class=\"wp-block-heading\">Top ETF Exposure<\/h2>\n<p><!--\/$--><!--$?--><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\"><strong>Significance:<\/strong> Because DIS carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<h2 class=\"wp-block-heading\">Price Action<\/h2>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\"><strong>DIS Stock Price Activity:<\/strong> Walt Disney shares were up 0.72% at $97.08 during premarket trading on Wednesday, according to <a href=\"https:\/\/benzinga.com\/services\" target=\"_blank\" rel=\"noreferrer noopener\">Benzinga Pro data<\/a>.<\/p>\n<p><!--\/$--><!--$--><\/p>\n<p class=\"block core-block\"><em>Photo via Shutterstock<\/em><\/p>\n<p><!--\/$--><!--$--><!--\/$--><\/div>\n<\/div>\n<p><!--\/$--><!--$?--><!--\/$--><!--$--><!--\/$--><!--$--><a class=\"text-sm my-4\" href=\"https:\/\/www.benzinga.com\/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom\" rel=\"noreferrer\" target=\"_blank\">Market News and Data brought to you by Benzinga APIs<\/a><!--\/$--><\/p>\n<p class=\"copyright\">\u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n<p class=\"block core-block\">To add <strong>Benzinga News<\/strong> as your preferred source on Google,<!-- --> <a href=\"https:\/\/google.com\/preferences\/source?q=https%3A%2F%2Fwww.benzinga.com\" rel=\"noreferrer\" target=\"_blank\">click here<\/a>.<\/p>\n<p><strong><a href=\"https:\/\/blockads.fivefilters.org\"> <\/a><\/strong> <a href=\"https:\/\/blockads.fivefilters.org\/acceptable.html\"> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8230; see room for a turnaround. Early <span class=\"match\">Tech<\/span> Setbacks Cloud Strategy Push D &#8230; faced setbacks in two major <span class=\"match\">tech<\/span> bets just days into his &#8230; to deepen fan engagement through <span class=\"match\">technology<\/span>, including expanding Disney+ into a broader &#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-134706","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/134706","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=134706"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/134706\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=134706"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=134706"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=134706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}