Disney(US:DIS) ZACKSยท2025-08-06 14:36Core Insights - Walt Disney reported $23.65 billion in revenue for the quarter ended June 2025, a year-over-year increase of 2.1% and an EPS of $1.61 compared to $1.39 a year ago, with a revenue surprise of -0.14% and an EPS surprise of +10.27% [1] Financial Performance - Revenue from Sports was $4.31 billion, below the estimated $4.48 billion, reflecting a year-over-year decrease of -5.5% [4] - Revenue from Entertainment was $10.7 billion, slightly below the estimate of $10.75 billion, with a year-over-year increase of +1.2% [4] - Direct-to-Consumer Entertainment revenue was $6.18 billion, compared to the estimate of $6.22 billion, showing a year-over-year increase of +6.4% [4] - Linear Networks revenue was $2.27 billion, below the estimate of $2.37 billion, representing a year-over-year decline of -14.7% [4] - Experiences revenue reached $9.09 billion, exceeding the estimate of $8.79 billion, with a year-over-year increase of +8.4% [4] - Content Sales/Licensing and Other revenue was $2.26 billion, above the estimate of $2.16 billion, reflecting a year-over-year increase of +6.9% [4] - TV/SVOD distribution revenue was $875 million, surpassing the estimate of $830.26 million, with a significant year-over-year increase of +31.8% [4] Subscriber Metrics - ESPN+ had 24.1 million paid subscribers, slightly below the estimated 24.45 million [4] - Hulu (SVOD Only) reported 51.2 million paid subscribers, exceeding the estimate of 50.02 million [4] - Average monthly revenue per paid subscriber for Disney+ International was $7.67, above the estimate of $7.47, while for Disney+ Domestic it was $8.09, slightly above the estimate of $8.04 [4] Stock Performance - Disney shares returned -2.9% over the past month, while the Zacks S&P 500 composite increased by +0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]