Disney's earnings call demonstrates strong growth and strategic advancements, especially in streaming and creative achievements, despite short-term challenges such as weather impacts and international park fluctuations. The company's optimistic financial outlook and strategic moves position it for continued success.

Company Guidance

During the Walt Disney Company's fourth-quarter earnings call for 2024, the executives provided forward-looking guidance, emphasizing their expectation of high single-digit adjusted EPS growth in fiscal 2025, with an acceleration to double-digit growth in fiscal 2026 and 2027. They highlighted the strong performance of their creative content, including a record-breaking 60 Emmy Awards and the success of movies like "Inside Out 2" and "Deadpool & Wolverine," which have contributed to increased consumption on their streaming platforms. The company ended the quarter with 174 million Disney+ core and Hulu subscribers and reported that 60% of new U.S. subscribers opted for the ad-supported tier. Disney also discussed significant investments in their Experiences segment, including the expansion of parks and cruise ships, and emphasized the importance of integrating technology advancements to enhance streaming engagement and reduce churn.

Record-Breaking Creative Achievements

Disney secured a record-breaking 60 Emmy Awards and Inside Out 2 and Deadpool & Wolverine were the top two movies of the year, showcasing Disney's creative strength and audience appeal.

Strong Subscriber Growth

Disney+ and Hulu ended the quarter with 174 million core subscriptions, with more than 120 million core subscribers for Disney+ alone, indicating robust growth in digital streaming.

Strategic Integration of Streaming Services

Introduction of an ESPN tile on Disney+ set for December 4, 2024, marks the beginning of an integrated streaming experience, moving towards a full sports offering on Disney+ in 2025.

Expansion in Disney Experiences

Disney Cruise Line will expand its fleet with the addition of Disney Treasure and seven more ships in development, along with multiple exciting expansions across parks.

Positive Financial Outlook

Expectations of high single-digit adjusted EPS growth in fiscal 2025, accelerating to double-digit growth in fiscal 2026 and 2027, highlighting confidence in financial performance.

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Walt Disney (DIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 05, 2025	2025 (Q1)	1.45 / -	1.22	―	―	―
Nov 14, 2024	2024 (Q4)	1.11 / 1.14	0.82	39.02% (+0.32)
Aug 07, 2024	2024 (Q3)	1.20 / 1.39	1.03	34.95% (+0.36)
May 07, 2024	2024 (Q2)	1.10 / 1.21	0.93	30.11% (+0.28)
Feb 07, 2024	2024 (Q1)	0.99 / 1.22	0.99	23.23% (+0.23)
Nov 08, 2023	2023 (Q4)	0.71 / 0.82	0.3	173.33% (+0.52)
Aug 09, 2023	2023 (Q3)	0.96 / 1.03	1.09	-5.50% (-0.06)
May 10, 2023	2023 (Q2)	0.93 / 0.93	1.08	-13.89% (-0.15)
Feb 08, 2023	2023 (Q1)	0.77 / 0.99	1.06	-6.60% (-0.07)
Nov 08, 2022	2022 (Q4)	0.56 / 0.30	0.37	-18.92% (-0.07)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 14, 2024	$102.27	$108.64	+6.23%
Aug 07, 2024	$89.57	$85.58	-4.45%
May 07, 2024	$115.42	$104.44	-9.51%
Feb 07, 2024	$98.25	$109.55	+11.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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