Walt Disney Co. (NYSE: DIS) posted mixed quarterly earnings.
Mickey Mouse and Love Island will soon live under the same roof. The Walt Disney Co. announced Wednesday its plans to sunset the stand-alone Hulu streaming app and integrate that content into the entertainment company's flagship Disney+ app.
Disney raised FY 2025 EPS guidance to $5.85 (+18% YoY), implying a FWD P/E under 20. The pending NFL Network deal and ESPN streaming launch are set to enhance Disney's streaming and sports media positioning. Experiences segment delivered robust growth and margins, withstanding macro concerns and travel boycotts, supporting a return to a Buy rating.
Parks and cruises are helping, but companywide profit margins are still well below the cable bundle's heyday.
Disney's streaming businesses will merge next year and take Hulu worldwide.
“The Disney bundle now becomes incredibly attractive,” one industry expert says.
The Walt Disney Company NYSE: DIS faces headwinds in 2025, as do most businesses, but the Q2 results reveal the enduring strength of the brand and the impact of Bob Iger's return. While revenue headwinds persist for this entertainment company, the company continues to grow, and profitability is improving.
Robert Fishman, MoffettNathanson, joins 'Power Lunch' to discuss Disney's latest earnings results, the price target on the stock and much more.
DIS' third-quarter fiscal 2025 results reflect growth in the domestic Parks, Experiences and Products segment.
Disney CEO Bob Iger said new IP is of great value to the company longer term while the popularity of franchises remains high with potential sequels or bringing “them forward in a more modern way, as we've done.
We're being spared major economic reports this Hump Day, so the market can better focus on the bevy of Q2 earnings reports coming down the pike.
The headline numbers for Disney (DIS) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.