Episode 171: Disney's Next Wave: 20% Cost Cuts Across Divisions

Podcast: The Option · Oil&Cattle

Opublikowano: 2026-11-03

Disney is executing its most aggressive restructuring since Josh D'Amaro took the CEO chair in March, with managers across TV networks and the motion picture studio handed cost-savings targets of up to 20%. With a global headcount just north of 230,000 and four distinct rounds of cuts already completed in the current fiscal year, the scale of what's coming is significant — and the signal from the Voluntary Early Retirement Offer uptake suggests the involuntary phase is now being sized to close the remaining gap. Key Takeaways: Some division managers have been given targets of up to 20% in annual co...