Workflow
Subscriber Projection
icon
Search documents
Disney (DIS) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKSยท 2025-08-01 14:16
Core Viewpoint - Analysts forecast Walt Disney (DIS) will report quarterly earnings of $1.47 per share, reflecting a year-over-year increase of 5.8%, with revenues expected to reach $23.67 billion, a 2.2% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue- Sports' will reach $4.48 billion, a decrease of 1.7% year-over-year [5]. - 'Revenue- Entertainment' is expected to be $10.75 billion, indicating a year-over-year increase of 1.6% [5]. - 'Revenue- Experiences' is projected to reach $8.79 billion, reflecting a 4.8% increase from the previous year [5]. - 'Revenue- Entertainment- Content Sales/Licensing and Other' is forecasted at $2.16 billion, suggesting a 2.1% year-over-year increase [6]. Subscriber Metrics - The number of paid subscribers for ESPN+ is expected to be 24.45 million, down from 24.90 million in the same quarter last year [6]. - For Hulu, the number of paid subscribers is projected at 54.41 million, up from 51.10 million a year ago [8]. - The average monthly revenue per paid subscriber for ESPN+ is estimated at $6.60, compared to $6.23 last year [8]. - The average monthly revenue per paid subscriber for Hulu - SVOD Only is projected at $11.48, down from $12.73 a year ago [9]. - The average monthly revenue per paid subscriber for Hulu - Live TV + SVOD is expected to reach $101.65, up from $96.11 last year [9]. - The number of paid subscribers for Disney+ in the U.S. and Canada is expected to be 58.71 million, compared to 54.80 million in the same quarter last year [10]. Stock Performance - Over the past month, Disney shares have returned -3.9%, while the Zacks S&P 500 composite has increased by 2.3% [11]. - Disney currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [11].