Disney Q1 Earnings Preview: Streaming Momentum and Box Office Success
Key Financial Metrics (Consensus Estimates):
* Total Revenue: $24.57 billion
* Adjusted Earnings per Share: $1.42
* Entertainment Revenue: $11 billion
* Sports Revenue: $4.70 billion
* Experiences Revenue: $9.30 billion
* Disney+ Subscriber Net Additions: Loss of 1.41 million
Streaming Performance in Focus:
Disney aims to continue its streaming momentum, with expectations to post $875 million in profit in fiscal 2025. Despite a subscriber loss, investors will look for updates on Disney+'s profitability and the company's plans to achieve consistent profits in streaming.
Disney+ Price Hikes and Industry Trends:
The company recently increased subscription prices, reflecting a trend in the media industry to boost margins on DTC offerings amid declining linear television viewership.
Media M&A and Streaming Collaborations:
Investors may hear about Disney's merger of Hulu+ Live TV with Fubo TV and the demise of Venu Sports due to regulatory concerns.
Linear Network Revenue and Management Transition:
Linear network revenue is projected to decline year-over-year, while CEO Bob Iger's successor is expected to be announced in early 2026.
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