At Disney's D23, Tetsuya Nomura and Tai Yasue promised Kingdom Hearts IV arrives in 2027 with absolutely no delay. Given the studio's history, that is an unusual thing to say out loud.
Sony Group's FY2025 results: record $9.2B operating profit on $79.5B in sales, but net income fell 3.4% as the Honda EV joint venture imploded. PS5 cumulative sales hit 93.6M units, the memory crunch forced Sony to throttle PS5 production, and a fresh TSMC deal cements its image-sensor empire. With Crunchyroll, Demon Slayer's $750M global hit, and a $3.2B buyback, this is the IP conglomerate Disney should be watching.
Sanrio, the global owner of Hello Kitty and Kuromi, is investigating whether a managing director who also led its U.S. subsidiary received hundreds of millions of yen in undisclosed compensation over multiple years. A special probe has been launched and the full-year earnings announcement postponed. The case exposes a structural gap in Japan's corporate governance: the parent's compensation committee never had jurisdiction over subsidiary CEO pay.
Oriental Land Company, operator of Tokyo Disney Resort, posted record revenue of 704.5 billion yen ($4.4 billion) for fiscal 2026, yet operating profit fell, and the stock has been cut nearly in half since 2023, hitting a fresh year-low days before the earnings release. Here is what is making investors nervous about the 'house of mouse' in Japan, from shrinking margins and demographic headwinds to a 330 billion yen cruise gamble.
Oriental Land Company, operator of Tokyo Disney Resort, established a subsidiary on April 3 to launch Japan's first Disney cruise in fiscal 2028. A $2.2 billion investment and a new ship based on the Disney Wish, carrying 4,000 passengers out of Tokyo. Plus the 208,000-ton Disney Adventure port call in February, and where Japan's cruise market actually stands.
The Mundo Pixar Experience, the immersive exhibition that has drawn over 3.5 million visitors across seven countries, opened in Tokyo's Toyosu district in March 2026 and now runs through October 12. Life-size sets from Toy Story, Monsters Inc and more, plus tickets, access and what Seoul's edition revealed.
Disney's largest-ever cruise ship, the 208,000-ton Disney Adventure, is heading to Tokyo. Plus, a dedicated 140,000-ton ship will launch from Tokyo in 2028 with a ¥330 billion ($2.2 billion) investment. Here's how Disney is transforming Japan's cruise industry and what Japanese people think about it.
Tokyo Disneyland announces Spring 2027 opening for new Sugar Rush attraction, alongside the $470M Space Mountain renovation. Explore Oriental Land's billion-dollar investment strategy and its impact on Japan's booming theme park industry.