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Wall St. research forecasts (based on management guidance)\n2. Historical average (the average EBITDA of the last 5-yrs applied to the forecast period)\n3. Historical growth case (the 5-yr EBITDA CAGR applied to the forecast period)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:08.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35636d8a-74ed-43b2-af4d-e5d04b58d7b4", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.44, "x": 0.52, "y": 0.25 }, "kind": "paragraph", "text": "Net Debt is held constant throughout the period and in Case 2 and 3 there is a forecasted 25% capital spending overrun. The results also show that Wall St. research forecasts are extremely rosy with regards to Disney's future earnings (EBITDA nearly doubling over 5 years). Any deviation from the current earnings environment at Disney in combination with capital expenditure overruns, would have a significant negative impact on Disney", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:08.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25f5cf15-d7cd-49c4-9fd4-c5849a534c8e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.42, "x": 0.04, "y": 0.25 }, "kind": "paragraph", "text": "To fully 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Missing Native Technology Stack: Disney bolts on technological services, rather than developing them from the ground-up. Lacks an integrated way to address technological opportunities and challenges. 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Fragmentation: Severe technological fragmentation between Disney's segments and sub-segments. Presently there is limited cohesion in the technological offices within Disney's segments. 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It prohibits fiduciaries from three basic types of conduct...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:19.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f9192fa-3e1a-410a-aa5c-52ce7fd72596", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.02, "y": 0.6 }, "kind": "paragraph", "text": "CONFLICT OF INTEREST FAQS (PART I- EXEMPTIONS) U.S. Department of Labor Employee Benefits Security Administration October 27, 2016...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:19.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6678264-bd3c-41a4-b720-e9807b3be449", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Disney Standards of Business Conduct; Disney Code Of Business Conduct And Ethics For Directors; DOL; NAPA", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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We place great value on our relationships with current and former portfolio companies, as well as the institutional investor community. 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Please vote your proxy today on the GREEN universal proxy card \"FOR\" each of the Blackwells nominees and the Blackwells proposal. If you have any questions about voting your proxy or need replacement proxy materials, contact:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:18.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "097f2169-2973-4d81-9067-691c044ff7ea", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.525, "y": 0.52 }, "kind": "paragraph", "text": "Morrow Sodali LLC\n+1 (800) 662-5200 (toll-free for shareholders)\nBlackwells@morrowsodali.com\nOr visit:\nwww.thefutureofdisney.com", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:18.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f811924-fad1-4577-9d52-4c25c5632716", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.304, "x": 0.348, "y": 0.045 }, "kind": "title", "text": "VOTING INFORMATION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:03:18.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "170cf138-2152-4ac7-8d5a-a66bb3e79a00", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [], "loops": [] }