Disney earnings: Here's what to expect

Streaming Business - Disney's streaming business is a key focus, especially after completing the buyout of Comcast's stake in Hulu, giving Disney full control [1] - Analysts anticipate the addition of approximately 150万 (1.5 million) Disney Plus subscribers this quarter [1] - Moffett Nathanson suggests that significant upside for Disney shareholders depends on establishing a strong growth narrative for direct-to-consumer business and executing it effectively [1] Parks and Experiences Division - Disney's parks and experiences division is the largest driver of operating income and will be closely monitored for the impact of tariffs and consumer spending trends [1] - The opening of Universal's Epic Universe in May poses a competitive challenge to Disney's parks [1][5] - Disney is investing 600 亿 (60 billion) 美元 in its parks division over a decade [1] - Morgan Stanley forecasts operating income growth for the parks division to accelerate to over 10% in fiscal year 2026 [1] Potential Deals - There is speculation about ESPN potentially announcing a deal with the NFL involving an exchange of ownership stakes [2] Stock Performance - Disney's stock has increased nearly 30% since its better-than-expected earnings in May [1]