earnings
confidence high
sentiment positive
materiality 0.80
Disney Q2 revenue $23.6B (+7% YoY); EPS $1.81 vs loss of $0.01; adjusted EPS $1.45 (+20%)
Walt Disney Co
2025-Q2 EPS
reported $3.21
vs consensus $1.48
▲ beat
(+116.2%)
- Revenue $23.6B (+7% YoY); diluted EPS $1.81 vs $0.01 loss; adjusted EPS $1.45 (+20%).
- Entertainment op income $1.3B (+$0.5B); DTC op income $336M (+$289M); Disney+ subs 126.0M (+1.4M QoQ).
- Sports op income $687M (-$91M) on higher programming costs & Venu JV write-off; Domestic ad revenue +29%.
- Experiences op income $2.5B (+$0.2B); Domestic Parks op income $1.8B (+13%); Consumer Products +14%.
- Share repurchases $1B in Q2, on track for $3B in fiscal 2025.