Walt Disney (DIS) stock has declined 7.7% in just one day. The recent downturn comes after the media behemoth posted mixed Q4 FY'25 earnings, with larger-than-expected declines in its linear TV business - which remains key to overall revenues and profits, despite the surge in the streaming business.
Disney reported $22.46 billion in revenue for the quarter, which just missed analyst expectations and resulted in a 5% drop in premarket trading on Thursday.
Disney's YouTube TV blackout costs entertainment giant $30 million weekly as carriage dispute continues over channel fees and fair pricing terms.
It's taken time, but Bob Iger's magic is working on The Walt Disney Company NYSE: DIS, setting its investors up for robust share price gains in 2026. While the Q4 results were mixed, providing excuses for selling in pre-market action, the takeaways are bullish.
CNBC's Julia Boorstin and Barton Crockett, Rosenblatt Securities senior analyst, joins 'The Exchange' to discuss Disney's quarterly earnings results, what investors are looking for from Disney and much more.
The Walt Disney Company ( DIS ) Q4 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Carlos Gomez - EVP, Treasurer & Head of Investor Relations Robert Iger - CEO & Director Hugh Johnston - Senior Executive VP & CFO Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division Steven Cahall - Wells Fargo Securities, LLC, Research Division Robert Fishman - MoffettNathanson LLC Jessica Reif Cohen - BofA Securities, Research Division Michael Morris - Guggenheim Securities, LLC, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division John Hodulik - UBS Investment Bank, Research Division Kutgun Maral - Evercore ISI Institutional Equities, Research Division David Karnovsky - JPMorgan Chase & Co, Research Division Presentation Operator Good day and welcome to The Walt Disney Company Fourth Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please note that today's event is being recorded.
Disney will be increasing its overall content spending by $1 billion to $24 billion in fiscal 2026, largely due to growth in the cost of rights for marquee sports like the NBA. The company disclosed the projection during its fiscal fourth-quarter earnings release.
Inflation Numbers Not Released at Announced Slot.
YouTube TV's customers have been unable to watch ABC, ESPN and other Disney channels for two weeks. Could a resolution come this week?
Disney didn't mention "diversity" in its annual report for the first time since 2019. The company revamped its DEI initiatives earlier this year, amid Trump's second term.
Walt Disney Co (NYSE:DIS, ETR:WDP) shares fell almost 9% after the entertainment giant posted mixed financial results for the fiscal fourth quarter. Disney reported revenue of approximately $22.46 billion, below analyst expectations of $22.75 billion.
Although the revenue and EPS for Disney (DIS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.