Streaming drives the way for Walt Disney amid an otherwise mixed earnings report

The Walt Disney Co. had a difficult quarter with the fallout from pulling Jimmy Kimmel off the air, its fight with YouTube and switching gears with its betting partner at ESPN.
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Disney's Pivot: Is the Magic Back? A Deep Dive into Q4 Earnings, DTC Profits, and the Continued Death of Linear TV

Disney (DIS) just released earnings, showing a $1.3B profit in their DTC business. I look at the pros and cons of this once great business.

Walt Disney Streams Revenue Miss, Weak Guidance: These Analysts Raise Projections

Rosenblatt Securities: Walt Disney's revenues remained almost flat year-on-year, coming in at $22.5 billion, short of expectations, Crockett said. Pro forma earnings contracted 3% year-on-year to $1.11 per share, but were higher than Rosenblatt's estimate of nine cents per share, he added.

The Walt Disney Company Reports Fourth Quarter and Full Year Earnings for Fiscal 2025

The Walt Disney Company (NYSE: DIS) today reported earnings for its fourth quarter and full year ended September 27, 2025. Financial Results for the Quarter and Full Year:
Observer

Disney’s Theme Parks and Cruises Keep the Magic Alive

One might assume that, amid a year of prolonged economic uncertainty, U.S. consumers might be skipping amusement parks and cutting back on cruises. The Walt Disney Company says otherwise. The media giant’s fourth-quarter earnings were propped up by strong sales in its experiences division, which includes its global theme parks, resorts and cruises.

Disney’s Earnings Had 2 Big Problems. The Stock Is Down.

Walt Disney stock was sliding after slumping movie and TV revenue caused the entertainment company to miss Wall Street’s quarterly sales target.

Disney: The Magic And The Drama Are About To Collide

Discover why Disney (DIS) is a strong buy—growth in streaming, theme parks, and solid fundamentals support long-term investment potential.

Disney Isn't Jumping On The Media Consolidation Bandwagon, Top Executive Says, 'We Like The Hand That We Have'

Disney CFO Hugh Johnston says the company is confident in its current IP portfolio and has no plans for major M&A despite broader media consolidation.

Bob Iger Shares Advice For Disney CEO Successor On “Bringing The Company Into The Future”

As Bob Iger plans to pass the torch to a new boss at Disney, he recently reflected on his storied tenure at the media and entertainment giant.

Disney Stock Is Dropping. More Downside Risk?

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: The Market Is Finally Waking Up To The Danger Of The YouTube TV Blackout

The Walt Disney Company stock fell nearly 10% after its FY2025 report with solid earnings and reduced ESPN transparency. Learn why DIS stock is a hold.
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