Tag: Disney earnings

Disney used its Q2 earnings to position Disney+ as the center of its broader consumer ecosystem spanning ESPN, advertising, gaming, parks, and commerce. Josh D’Amaro made clear the company’s strategy now centers on driving engagement, personalization, retention, and long-term customer…

Disney ended fiscal 2025 with strong streaming gains, up 39% in DTC income and record Hulu growth, but its longest-ever blackout with YouTube TV exposed deep structural risks. The standoff underscores a bigger problem: Disney’s streaming momentum can’t offset the…

Disney will stop reporting streaming subscriber and ARPU metrics by fiscal Q1 2026, shifting focus to streaming profitability. The company will fully integrate Hulu into Disney+ with a unified app launching in 2026 and rebrand Hulu as its global general…

Disney just flipped the script on its streaming narrative, clocking $336 million in DTC profits and adding 2.5 million subs across Disney+, Hulu, and ESPN+. Bob Iger dropped a no-nonsense three-pillar strategy—streamlined app experience, tech that (allegedly) works, and smarter,…

Disney is doubling down on sequels, reboots, and familiar IP as its core content strategy, with CEO Bob Iger confirming at the 2025 shareholder meeting that more of the same is coming. After past box-office stumbles, Disney has found consistent…

Skip unpacks Disney’s Q1 2025 earnings, which highlight a shift toward profitability over subscriber growth. Total revenue reached $24.69 billion (up 5%), while operating income surged 30.5% to $2.64 billion. Streaming posted a $293 million operating profit, a major turnaround…

Skip unpacks Disney’s Q4 2024 results, highlighting substantial gains in streaming profitability, with Disney+ subscriptions reaching 122.7 million in core markets and an impressive 60% of new subscribers opting for ad-supported tiers. Disney’s studios achieved a record-breaking $4 billion in…