Disney Shareholder Engagement Presentation Deck
TFCF (Fox) transaction was critical to better positioning Disney to
address key secular shifts in the media sector
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Broadened our portfolio of world-class IP
Significantly enhanced our content output capability
Enabled acceleration of global DTC expansion ahead of peers
Provided deep bench of experienced, proven management including:
Dana Walden (Disney General Entertainment), John Landgraf (FX),
Courteney Monroe (Nat Geo), Craig Erwich (Hulu), Steve Asbell
(20th Century Studios), Matthew Greenfield and David Greenbaum
(Searchlight) and Jan Koeppen (TWDC EMEA)
Provided new avenues for growth in attractive international regions
BEST-IN-CLASS
ASSETS
TOP GLOBAL
FILM
FRANCHISES
COMPELLING STRATEGIC RATIONALE
Source: Company data
FX
hotstar
hulu
AVATAR
X-MEN
NATIONAL
GEOGRAPHIC
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SEARCHLIGHT
PICTURES
Star
• $4.8BN cumulative global box office
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2 of top 10 highest grossing films ever
$6.1BN cumulative global box office
KEY ASSETS AND IP ACQUIRED
WHAT TRIAN IS MISSING
Deal facilitated the acceleration of our strategic shift to DTC which
was key in differentiating Disney from other emerging services
We DIDN'T buy Sky... we sold our stake at a premium value ($15BN)
CENTURY
STUDIOS
Would Trian have preferred that a competitor own TFCF?
AWARD-
WINNING
LIBRARY
UNIFIED KEY
DISNEY IP
THE
SIMPSONS
~740 episodes
DEADPOOL
FAMILY modern family
GUY
~400 episodes ~250 episodes
FANTASTIC FOUR
STAR
WARS
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