Disney (DIS) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Walt Disney reported revenue of $22.46 billion for the quarter ended September 2025, a decrease of 0.5% year-over-year, with EPS at $1.11 compared to $1.14 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $22.86 billion, resulting in a surprise of -1.72%, while the EPS exceeded expectations by +7.77% against a consensus estimate of $1.03 [1] Financial Performance Metrics - Disney's stock has returned +4.4% over the past month, slightly underperforming the Zacks S&P 500 composite's +4.6% change, and currently holds a Zacks Rank 3 (Hold) [3] - Hulu's paid subscribers reached 64.1 million, surpassing the average estimate of 60.51 million, with the SVOD-only subscribers at 59.7 million, exceeding the estimate of 56 million [4] - Average monthly revenue per paid subscriber for Hulu - SVOD Only was $12.20, above the estimated $10.90 [4] Revenue Breakdown - Sports revenue was reported at $3.98 billion, slightly above the estimate of $3.97 billion, reflecting a year-over-year increase of +1.7% [4] - Entertainment revenue was $10.21 billion, below the average estimate of $10.58 billion, indicating a year-over-year decline of -5.7% [4] - Direct-to-Consumer revenue in the Entertainment segment was $6.25 billion, slightly below the estimate of $6.3 billion, but showed an increase of +8% year-over-year [4] - Linear Networks revenue was $2.06 billion, below the estimate of $2.17 billion, representing a year-over-year decline of -16.4% [4]