Declining cable-TV subscribers, box office flops in 2023, massive direct-to-consumer (DTC) streaming losses, rising costs for sports rights, proxy battles, and CEO succession issues have plagued Walt Disney (DIS -2.44%) shares. They are down 18% in the past five years, when the S&P 500 has put up a total return of 103%. Underperformance like this can cause some investors to stay far away from the House of Mouse. However, for those who are patient and can view the business for what it's worth, there's an opp ...

The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!The Walt Disney Company (NYSE: DIS ) reported a double beat on Wednesday morning, surprising investors with better-than-expected results. Disney+ subscriptions declined, ...

Disney is hoping the rise of so-called “skinny bundles” in streaming services will reverse cord-cutting.Speaking during a conference call discussing first-quarter earnings Wednesday (Feb. 5), CEO Bob Iger discussed the company’s streaming and sports programming plans in the wake of Disney’s January announcement that it is merging its Hulu + Live TV service with FuboTV.The company aims to make the Disney-owned ESPN sports network accessible to as many viewers as possible, he said.“Some will want to consume i ...

Financial Data and Key Metrics Changes - The company reported strong Q1 results, exceeding expectations and demonstrating both creative and financial strength [10][40] - The Experiences segment is expected to grow by 6% to 8% for the year, with Q1 performance boosting confidence in this guidance [22][24] Business Line Data and Key Metrics Changes - The film studios had a standout quarter, with the top three movies of 2024 at the global box office [11] - Streaming profitability saw growth, with historic ratings at ESPN contributing positively to overall performance [12] Market Data and Key Metrics Changes - The company is focused on enhancing its streaming platform, particularly Disney+, with technological advancements and addressing password sharing [17][20] - The launch of the Disney Treasure ship has been successful, with high guest satisfaction ratings and expectations for profitability [61] Company Strategy and Development Direction - The company aims to make ESPN as accessible as possible through various distribution methods, including skinnier bundles and the upcoming ESPN Flagship launch [27][30] - The strategy includes leveraging technology for personalization and improving user engagement on streaming platforms [18][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business momentum and performance, indicating a positive outlook for the remainder of the year [40][68] - The company is committed to continuous cost-cutting initiatives to enhance profitability [38] Other Important Information - The company is optimistic about the integration of news content into the Disney+ and Hulu platforms, which differentiates it from competitors [50] - The company is not currently viewing its linear networks as a burden but rather as an asset that supports its overall television business [86] Q&A Session Summary Question: Impact of platform enhancements on Disney+ - Management indicated that various technological advancements are rolling out and will continue to do so throughout the year, with a focus on improving user experience [17][20] Question: Outlook for Experiences and Parks - Management confirmed no changes to the guidance for Experiences, expecting a 6% to 8% increase for the year, with strong Q1 performance boosting confidence [22][24] Question: Strategy regarding ESPN and sports streaming - The goal is to make ESPN accessible in multiple ways, with plans to leverage skinnier bundles and enhance the Hulu + Live experience [27][30] Question: Cost-cutting initiatives and content budget - Management is continuously identifying opportunities for cost efficiency and has trimmed the content budget to $23 billion from $24 billion, reflecting changes in overall budget strategy [35][36] Question: Path to profitability for NBA contract - Management remains confident in the long-term value of the NBA contract, viewing it as a marquee part of ESPN's offering despite current season ratings [45][49] Question: Subscriber growth outlook for Disney+ - Management expects subscriber growth for Disney+ and Hulu, driven by new content and technological enhancements [78][80]

Walt Disney sharply outperformed Wall Street’s quarterly earnings estimates on Wednesday, with results buoyed by the strong holiday box office performance of animated sequel “Moana 2,” though the company warned of a modest decline in Disney+ streaming subscribers in the coming quarter.The strength in entertainment helped offset a decline at Disney’s domestic theme parks, which were impacted by hurricanes Helene and Milton in Florida. The parks-led Experiences group also incurred about $75 million in expense ...

Core Viewpoint - The streaming business is significantly contributing to CEO Bob Iger's turnaround plan for Walt Disney, as evidenced by strong financial performance in Q1 2025, including increased revenue and profitability [1][3]. Financial Performance - Revenue for Q1 2025 reached $24.7 billion, a 5% increase from $23.5 billion in Q1 2024, exceeding expectations [2]. - Earnings per share rose to $1.76, marking a 44% increase from $1.22 in the previous year, also beating expectations [2]. - Cash provided by operations increased by 45%, from $2.2 billion to $3.2 billion [2]. Streaming Business Highlights - The direct-to-consumer segment, which includes Disney+, Hulu, and ESPN, reported a profit of $293 million, a significant turnaround from a loss of $138 million a year ago [4]. - Price increases contributed to revenue growth, while the number of Disney+ and Hulu subscribers showed modest growth despite the hikes [4]. Box Office and Sports Segment - The success of "Moana 2" and a third consecutive quarter of streaming profits contributed to Disney's earnings beat [3]. - The sports segment's operating income increased to $350 million, driven by a 15% rise in domestic ESPN advertising revenue [5]. - However, the parks and experiences segment saw a 5-percentage-point decline in operating income due to hurricane disruptions and cruise ramp-up expenses, with Hurricanes Milton and Helene impacting income by $120 million [5]. Market Reaction and Future Outlook - Following the release of the financial results, Disney shares initially rose by 2% in premarket trading but later gave back some gains [6]. - CEO Iger described the quarter as "a strong start to the fiscal year" and expressed confidence in the company's growth strategy, particularly in the streaming sector [7]. - Investors are keen to hear more about the growth and profitability outlook for the upcoming year [7]. Succession Planning - CEO Iger, at 73 years old, is in his second term and is expected to find his successor by the end of 2026, making any commentary on this process of significant interest to investors [8].

The media giant posted blowout financial results, even if the stock didn't initially pop higher on the news.Walt Disney (DIS -1.52%) delivered a beat on both ends of the income statement on Wednesday morning. It wasn't enough to initially impress Wall Street. Problematic dips in its theme park operating income and sequentially for Disney+ subscriber numbers -- as well as the media giant failing to boost its earlier profit growth target for fiscal 2025 despite a blowout first quarter -- kept the market's pix ...

The Walt Disney Company (DIS) reported first-quarter fiscal 2025 adjusted earnings of $1.76 per share, which beat the Zacks Consensus Estimate by 22.2% and increased 44.3% year over year.Revenues rose 4.8% year over year to $24.69 billion and beat the consensus mark by 0.1%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Segment DetailsMedia and Entertainment Distribution revenues (44% of revenues) increased 8.9% year over year to $10.87 billion.Revenues from Linear Networks declined ...

For the quarter ended December 2024, Walt Disney (DIS) reported revenue of $24.69 billion, up 4.9% over the same period last year. EPS came in at $1.76, compared to $1.22 in the year-ago quarter.The reported revenue represents a surprise of +0.14% over the Zacks Consensus Estimate of $24.66 billion. With the consensus EPS estimate being $1.44, the EPS surprise was +22.22%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

Walt Disney Co. (NYSE:DIS) stock is trading at $113.79 at last check, after the company’s fiscal first-quarter earnings and revenue beat expectations, but was overshadowed by concerns over its streaming business. Disney reported adjusted earnings of $1.76 per share on revenue of $24.69 billion in the quarter just ended, but saw a 1% drop in Disney+ subscribers and warned of a “modest decline” subscribers for the second quarter.The equity's options pits are exploding after the event. Walt Disney stock has al ...