Disney CFO Says Streaming Business Is Expected to Grow by Double Digits

Financial Performance - Disney beat Wall Street expectations by 6 cents per share [2] - Experiences business revenue grew by 6%, with a 13% year-over-year growth [2] - The company grew 19% for the year and 19% for the last three years [4] - Disney guided to double-digit EPS growth, doubled the share purchase, and increased the dividend by 50% [4] Streaming Business - Disney expects streaming to continue to be profitable through 2026 [5] - The company aspires to grow the streaming business with double-digit growth and double-digit margins in the coming year [8] - Investment in product and bundling is expected to increase retention, reduce churn, and increase engagement [9] Business Operations - Linear business softness was primarily due to the absence of $84 million from India in the current year's numbers [3] - 80% of ESPN streaming subscriptions are bundled, benefiting the entire Disney+ ecosystem [15] Future Outlook - Disney's board indicated that the CEO succession will take place sometime during the first calendar quarter of 2026 [16]