Burbank, Thursday, 16 October 2025.
The Walt Disney Company will webcast its fiscal 2025 full-year and Q4 results from Burbank in October 2025—an investor event retail and themed-entertainment professionals should not miss. Management is expected to focus on parks attendance and average daily rate trends, park operating margins versus 2024/2023, post‑COVID demand normalization, and the impact of cost inflation on margins. The most consequential fact: Disney’s Parks, Experiences and Products unit remains a primary driver of operating cash flow and discretionary capital spending, meaning any shifts in pricing, passholder strategy, labor cost dynamics or multi‑year CapEx plans will directly reshape supplier pipelines, construction timetables and regional competitive positioning. The call will also likely address how streaming and media performance is reprioritizing investment, balance‑sheet flexibility, and timing/scale of remaining international park and resort projects. Listen closely to prepared remarks and Q&A for immediate signals on sourcing, contracting and lead times that will affect 2026 delivery schedules.