Are you ready for Disney’s fiscal fourth-quarter earnings report? Investors and Wall Street are eagerly waiting to hear about the state of Disney’s streaming and theme parks businesses, as well as any updates on the search for CEO Bob Iger’s successor. Before the bell on Thursday, analysts are expecting Disney to report earnings per share of $1.10 and revenue of $22.45 billion.
Streaming profitability has been at the forefront of investors’ minds, especially since Disney’s combined streaming business, including Disney+, Hulu, and ESPN+, turned a profit last quarter. Subscriber growth is also a key metric to watch, as competitors like Warner Bros. Discovery, Netflix, and Comcast’s Peacock have reported significant gains in recent weeks.
Media companies are focusing on profit-driving measures like ad-supported tiers and cracking down on password sharing. Disney’s streaming numbers will be closely watched, especially after implementing a password-sharing crackdown that is expected to boost numbers temporarily.
Consumer demand at theme parks in the U.S. has seen a slowdown, with flat attendance reported last quarter, particularly at Disney’s U.S. parks. Investors will be looking for updates on the theme park business during the earnings report.
In addition to the financial results, Disney recently announced that CEO Iger’s replacement will be named in early 2026, with James Gorman leading the search as the incoming chairman of the board. Stay tuned for further details on the CEO succession plan.
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