financial results

Burbank, Friday, 28 November 2025.
Last Thursday The Walt Disney Company framed fiscal 2025 as a year of strong earnings growth, driven by a recovery in operating income and a sharp lift in per-share earnings — diluted EPS rose to $6.85 for the year from $2.72 — while Disney+ and Hulu subscriptions reached 196 million at quarter-end. For retail and parks operators, the most intriguing takeaway is how executives linked content distribution and streaming momentum to near-term capital allocation: management reiterated targeted park investments, margin optimisation and multi-year capex plans tied to new attractions and resort assets. The report also flagged streaming revenue gains and improving direct-to-consumer operating income, suggesting cross-segment bundling will be used to monetise audiences. Read on to understand how this combination of higher profitability, subscriber scale and planned park spend is likely to shape pricing, attendance expectations, international expansion pacing and partnership/licensing decisions across global operations.

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.