Disney(US:DIS) Benzinga·2025-10-13 20:00Core Insights - The Walt Disney Company has announced a partnership with Taylor Swift for its streaming platform, which is a positive development for the company [1] - However, Disney's box office performance has been disappointing, particularly with the release of "Tron: Ares," which grossed $33.5 million domestically and $27.5 million internationally, falling short of expectations [2][3] Box Office Performance - "Tron: Ares" was anticipated to generate $45 million to $50 million in its opening weekend but only managed $61 million globally, raising concerns about recouping its $180 million production budget [3] - The previous film in the franchise, "Tron: Legacy," opened to $47 million and grossed $172.1 million domestically, indicating a decline in performance for the franchise [4] - Disney has faced multiple box office disappointments in 2025, including underperforming films like "Snow White" and three Marvel releases, which, while still grossing decently, did not meet historical performance levels [5] Upcoming Releases - Disney has two major films set to release in the last two months of 2025: "Zootopia 2" on November 26 and "Avatar: Fire and Ash" on December 19, both expected to gross over $1 billion [7][9] - The first "Zootopia" film grossed $341.3 million domestically and $1.03 billion worldwide, while the "Avatar" franchise has seen significant success with past films grossing billions [7][8] Future Outlook - Looking ahead, Disney is building a strong lineup for 2026, including a new Star Wars film, "Mandalorian and Grogu," "Toy Story 5," and a live-action "Moana," with "Avengers: Doomsday" set for December 2026 [10] - Despite the current box office challenges, the upcoming releases could provide a rebound for Disney's financial performance [9] Stock Performance - Disney's stock rose 0.7% to $109.95, outperforming its 52-week trading range of $80.10 to $124.69, despite the box office disappointments [11]