
Disney's Strong Q1 Earnings Fueled by Streaming and ‘Moana 2’ Success
Alright, let’s talk Disney! The company just released its Q1 2025 earnings, and let me tell you—it’s a mix of big wins and some challenges. The highlight? Disney crushed Wall Street’s expectations, posting a strong performance driven by its streaming business and a major boost from the box office smash Moana 2 .
First, let’s break down the numbers. Disney reported earnings per share of $1.76 , beating analyst expectations of $1.45. Revenue came in at $24.69 billion , slightly ahead of projections. That’s a solid 4.8% increase from last year. Net income jumped nearly 23% , reaching $2.64 billion , which is huge.
Now, let’s talk streaming. Disney+ saw a 1% drop in subscribers , bringing the total to 124.6 million —down from 125.3 million last quarter. The company had already warned investors that a dip was coming, and it looks like they were right. However, thanks to price hikes and a focus on profitability, the streaming business is actually making money. Disney expects another “modest decline” in subscribers next quarter, but they’re betting on long-term growth. Meanwhile, Hulu subscriptions grew 3% to 53.6 million , and Disney+ revenue per subscriber increased 4% to $7.99 per month .
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The real game-changer this quarter? Moana 2 ! The animated sequel was a massive hit, crossing $1 billion at the global box office. That, along with other blockbusters like Deadpool & Wolverine and Inside Out 2 , gave Disney’s entertainment division a 9% revenue boost , hitting $10.87 billion . Operating income for this segment skyrocketed 95% , driven by strong content sales and licensing deals.
Now, shifting gears to Disney’s theme parks, resorts, and cruise business—revenue grew 3% to $9.42 billion , with domestic parks bringing in the bulk of that at $6.43 billion . However, operating income dropped 5% , partly due to hurricanes and rising investments in cruise ships. Disney is still optimistic, expecting 6-8% growth in this segment for the rest of 2025.
Let’s not forget sports—ESPN saw an 8% revenue increase , reaching $4.81 billion . Operating income jumped 15% , but Disney took a $50 million hit after pulling out of the Venu Sports joint venture.
Overall, Disney’s stock reacted positively, climbing 1% in premarket trading . CEO Bob Iger remains confident, pointing to a strong content pipeline , a profitable streaming strategy , and continued investment in parks and experiences. Plus, Disney is planning a $3 billion stock buyback and aiming to increase dividends.
So, what’s next? Disney is focusing on boosting streaming profitability, expanding theme parks, and keeping the box office momentum going. With Moana 2 already a billion-dollar hit and more major releases on the way, Disney is positioning itself for a strong 2025. Let’s see how it all plays out!
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