Disney's fourth-quarter earnings show a company steadily transferring its weight from legacy broadcasting to high-growth digital content and physical experiences. As its traditional entertainment chan... ...

Core Insights - Disney is currently engaged in negotiations with YouTube TV regarding a carriage dispute that has resulted in the blackout of several key networks, including ABC and ESPN, affecting millions of subscribers [1][2]. Group 1: Negotiation Status - Disney's CFO, Hugh Johnston, confirmed that negotiations are ongoing and that the company is prepared for a challenging battle [1]. - The standoff has lasted for two weeks, with significant programming, including college football and Monday Night Football, being affected [2]. Group 2: Impact on Viewers and Ratings - The absence of Disney's networks on YouTube TV has led to a 21% decline in ratings for a key NFL game scheduled for November 3 [2]. - Johnston emphasized that the situation is detrimental to YouTube customers who are missing critical sports content during the football season [4]. Group 3: Leverage in Negotiations - Johnston argued that Disney may have leverage in the negotiations due to the importance of sports content for viewers, suggesting that there are alternative platforms available for sports [4]. - He refrained from discussing specific negotiation points, indicating that both parties have their own demands [5].

Shares of The Walt Disney Company (DIS) have been something of a disappointment to investors over the past few years. The stock has languished in a mostly sideways pattern, and rallies have been few and far between. Disney shares did show signs of life in mid-summer 2025, reaching their highest levels in the past three years, but they have since fallen back down to Earth. Read Next: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Explore More: 9 Low-Effort Ways To Make Passive Income (You Can ...

Disney's fourth-quarter performance was mixed as a weaker performance from its television networks and some films was buffered by strength in its streaming business and theme parks. Disney is still trying to work out a new licensing deal with YouTube after its content went dark on YouTube TV late last month, leaving subscribers of the Google-owned livestreaming platform without access to major networks like ESPN and ABC. The Walt Disney Co. earned $1.31 billion, or 73 cents per share, for the three months ...

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. ...

BREAKING: Futures Edge Lower After Shutdown Ends Dow Jones entertainment icon Walt Disney (DIS) ended its fiscal year with a mixed performance, amid the ongoing transition from a legacy media company reliant on cable television to one that offers a variety of streaming platforms. Disney stock dragged in early trade. Disney Earnings The Burbank, Calif.-base company reported earnings per share of $1.11 on revenue of $22.5 billion.… Related news 11/11/2025Streaming video giant Netflix on Wednesday opened its f ...

Disney reported roughly flat revenue and a decline in operating income during its fourth fiscal quarter https://t.co/lQbdyyW0RX ...

We got some news literally as you were just speaking. Results from Disney. Here's what's going on.We got adjusted earnings of A11 per share. That's 6 cents better than estimates. Revenue coming in at $22.5% billion.Now, that was slow s slightly below expectations. Uh entertainment revenue was $10.2% billion. Experiences generated $8.8% billion.Both of those metrics were also slightly below Wall Street consensus. Sports revenue was nearly $4 billion and that was roughly in line. Now, Disney Plus paid subscri ...

Financial Performance - Adjusted earnings per share were $1.11, exceeding estimates by $0.06 [1] - Revenue totaled $22.5 billion, slightly below expectations [1] - Entertainment revenue was $10.2 billion, and experiences generated $8.8 billion, both slightly below Wall Street consensus [2] Subscriber Growth - Disney Plus paid subscribers increased by 3.8 million to 131.6 million, surpassing the estimate of 129.7 million [2] - Hulu paid subscribers reached 64.1 million, also exceeding estimates [3] Corporate Actions - Disney is doubling its buyback target to $7 billion [3] - The annual dividend is being raised to $1.50 from $1.00, marking a significant increase [3] Future Outlook - The company is projecting double-digit EPS growth for 2026 and 2027 [4]

格隆汇11月13日｜迪士尼(DIS.US)盘前跳水，一度跌5.27%至110.5美元。消息面上，迪士尼第四季度营 收224.6亿美元，预估228.3亿美元；调整后每股收益1.11美元，预估1.07美元。公司预计2026年资本支出 90亿美元，预估78.8亿美元；预计2026年营业现金流190亿美元，市场预估168.6亿美元。(格隆汇) ...