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.
Walt Disney Co (NYSE:DIS, ETR:WDP) has topped profit forecasts for the fiscal third quarter, driven by strong growth in its streaming and experiences segments, as revenue came in just shy of expectations. Revenue for the June quarter increased 2% year-over-year to $23.65 billion, slightly below Wall Street estimates of $23.7 billion.
Key Takeaways
With ESPN's long-anticipated streaming launch now just days away, Disney CEO Bob Iger says the company is exploring potential bundles with other sports programmers. “We believe there may be opportunities for us to bundle other companies' sports offerings,” Iger said during Disney's fiscal third quarter earnings call.
Walt Disney (DIS) came out with quarterly earnings of $1.61 per share, beating the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.39 per share a year ago.