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.