Disney Results Presentation Deck slide image

Disney Results Presentation Deck

● On Track to Achieve $7.5 Billion of Cost Savings by the end of Fiscal 2024 By the end of fiscal 2024, we expect to reduce annualized SG&A and other operating costs as well as our entertainment cash content spend (excluding sports) by approximately $7.5 billion, nearly $2 billion ahead of our original $5.5 billion target. • We have increased our annualized efficiency target for total company SG&A and other operating expenses to $3 billion (vs. $2.5 billion previously). • Our annualized entertainment cash content spend reduction target is now $4.5 billion (vs. $3 billion previously). Due to the timing of amortization, it will take a few years for the bulk of these savings to be reflected in the P&L. Savings on Cash Content Spend (excluding sports) SG&A and Other Operating Cost Savings Note: Cost savings are not adjusted for inflation, exclude any strike-related impacts and do not reflect the cost incurred to achieve such cost savings ⒸDisney $5.5 ~$3.0 ~$2.5 Initial Target $7.5 ~$4.5 ~$3.0 On Track to Achieve % Increase vs. Initial Target Total Annualized Cost Savings (In Billions) +36% +50% +20% Fourth Fiscal Quarter Ended September 30, 2023 3
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