The Walt Disney Company sign on the floor of the New York Stock Exchange (NYSE) on Monday, September 29, 2025 in New York, USA.
Michael Nagle | Bloomberg | Getty Images
disney’s Streaming and traditional TV businesses will again be in the spotlight when the company reports earnings on Monday.
Disney’s streaming business, led by its flagship platform Disney+, has been profitable in recent quarters. However, the company’s overall results and stock price have been weighed down by a decline in traditional TV bundle subscribers, which has led to a decline in its network portfolio.
Disney has also been making a lot of changes on the streaming front lately. Last year, ESPN launched its direct-to-consumer streaming platform and Disney began integrating Hulu into Disney+. Investors will be eager for updates on ESPN’s streaming service and the impact of any price hikes or changes to Disney+.
According to LSEG, Wall Street expects the following for Disney’s first fiscal quarter:
Earnings per share: Adjusted forecast $1.57 Revenue: $25.74 billion forecast
Disney’s experiential division, which includes theme parks, resorts and cruise ships, is a major revenue driver for the company, but there are signs that it is weighing on consumer spending.
Last quarter, the sector seemed unaffected by the economy, with cruise ships being a highlight.
The division is in the midst of developing a theme park and resort in Abu Dhabi. Disney previously pledged to invest $60 billion in theme parks over the next 10 years.
On the theatrical side, Disney is coming off a strong year at the box office. In 2025, Disney regained the upper hand, with Disney films such as the live-action remake of Lilo & Stitch and the third Avatar movie topping the box office.
This financial report comes against the backdrop of a succession battle to select the next CEO following the retirement of Bob Iger. The company is expected to select its next chief, with speculation suggesting that it will be either Disney Experience Inc. Chairman Josh D’Amaro or Disney Experience Inc. Chairman Josh D’Amaro. or Disney Entertainment Co-Chairman Dana Walden — early 2026.
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