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Disney(DIS) - 2024 Q4 - Earnings Call Presentation

Financial Performance - The company's combined DTC streaming businesses were profitable in Q4'24[7] - Combined DTC streaming businesses improved year over year by over $700 million to $321 million in Q4'24[7] - Diluted EPS excluding certain items was $1.14 in Q4'24, a 39% increase compared to $0.82 in Q4'23[16, 17] - Total segment operating income increased by 23% to $3.7 billion in Q4'24 from $3.0 billion in Q4'23[14, 16] - For the full year, diluted EPS excluding certain items was $4.97, a 32% increase compared to $3.76 in FY23[20, 25] - Total segment operating income for the full year increased by 21% to $15.6 billion in FY24 from $12.9 billion in FY23[19, 25] Direct-to-Consumer (DTC) Streaming - Disney+ domestic subscribers increased by 1.3 million compared to the prior quarter[32] - Disney+ international subscribers increased by 3.2 million compared to the prior quarter[32] - Total Hulu subscribers increased by 0.9 million vs the prior quarter[35] Content and Experiences - Disney became the first studio to cross $4 billion at the global box office this year[5]