US EditionDisney beats Wall Street expectations propelled by theme parks and streaming
Disney’s theme parks unit posted record $10 billion revenue, and streaming business showed profit growth, as board nears decision on CEO succession expected early 2026.
- On Monday, Walt Disney Co. reported earnings against Wall Street expectations for $1.57 adjusted EPS and $25.74 billion revenue, highlighting its profitable Disney+ and experiences unit.
- Following strong 2025 box-office returns, Disney enjoyed hits like the 'Lilo & Stitch' remake and a third 'Avatar' installment, amid recent streaming changes.
- With a $60 billion parks pledge, the Disney Experiences unit, developing an Abu Dhabi resort, appeared resilient last quarter, highlighted by cruise ship performance.
- With Bob Iger's pending retirement, investors will watch ESPN and Disney+ amid a CEO selection expected in early 2026, speculated to be Josh D'Amaro or Dana Walden.
- Making recent changes on the streaming front, Disney has made various adjustments and committed $60 billion to its parks, influencing Wall Street sentiment.
51 Articles
51 Articles
Watauga Democrat
Disney earnings boosted by theme parks, as CEO handover nears
The Walt Disney Company on Monday reported quarterly earnings showing that streaming services gained momentum and theme-park revenue hit record levels, but the company warned of a possible slowdown in the United States.
Disney's latest earnings show why Josh D'Amaro is widely viewed as the CEO frontrunner
Disney parks head Josh D'Amaro is reportedly the frontrunner to be the next CEO.Ricardo Moreira/Getty Images for Disney; Joseph Prezioso/Anadolu Agency via Getty ImagesDisney experiences chairman Josh D'Amaro is reportedly the frontrunner to be the company's next CEO.Under D'Amaro's leadership, Disney's parks and experiences have been a cash-generating behemoth.The company's latest earnings underscored how important D'Amaro's fiefdom is to Disne…
Disney is ready to name its next CEO, reports say, as theme parks continue to grow
Amid rumblings that Disney is ready to promote theme parks executive Josh D’Amaro to become its next CEO, the company posted strong quarterly earnings that beat Wall Street projections. Disney Experiences, the division that covers theme parks and the Disney Cruise Line, generated a record-breaking $10 billion in revenue for the first quarter, which ended Dec. 27, 2025. Operating income was up to $3.31 billion, increasing by 6% compared to the p…
Bob Iger, as He Readies Exit as Disney CEO, Says There’s ‘Healthy Competition’ Between Parks and Entertainment Divisions to Be No. 1 Profit Center
Disney CEO Bob Iger hasn’t left the building yet, and on Monday’s earnings call he said didn’t want to get too “nostalgic” about his two-decade run at the company. The Disney board is expected to select Iger’s successor by midweek. As he gets ready to depart as the Mouse House’s CEO, Iger noted the turnaround […]
New Disney CEO Should Quit as Fast as Possible
Media reports say Josh D’Amaro, the head of Walt Disney Co.’s (NYSE: DIS) theme park operation, will replace on-again off-again CEO Bob Iger, who has effectively run the company into the ground. The best thing D’Amaro can do in the current period of media mergers is put Disney on the market and hope that the Ellisons will buy it as part of their rush to control the entire sector. 24/7 Wall St. Key Points The best thing Walt Disney Co.’s (NYSE:…
Dyney closed the quarter with a higher homologous 5% of recipes for a record of 10 billion of the thematic parks and 72% of the operating profit of Disney+ and Hulu.
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