Succession and Streaming Will Be in the Spotlight As Disney Reports Its First Quarter Earnings
All eyes will be on The Walt Disney Company tomorrow, as the company will report its first-quarter earnings before the stock market opens.
While Disney had a triumphant quarter at the box office with the release of Moana 2 and the debut of Mufasa: The Lion King, numerous other questions will surely be on investors’ minds.


Walt Disney Company
Succession, Succession, Succession
First and foremost will be succession. With Bob Iger’s contract set to expire in 2026, Disney is “actively engaged” in formulating a succession plan.
“As Chair of the Succession Planning Committee, I am focused on managing our succession process, and we have continued to make strong progress over the last year. In response to shareholder feedback, I was pleased to share an update on our expected timing to announce a CEO successor in early 2026,” Disney Chairman of the Board James Gorman wrote in a letter to shareholders.


Photo: Deadline
“The Board is grateful for your support throughout the year. As we look forward, we have strong confidence in the management team’s plans for continued success.”
Will Disney’s Streaming Business Continue to Grow
Turning towards Disney Entertainment, the big focus will undoubtedly be streaming. After years of bleeding money, Disney’s direct-to-consumer unit turned a profit for the first time last year.


Photo: Disney
The company’s goal is to now turn streaming into a growth business.
The Disney Parks
Finally, there is the Disney Parks. After a slightly disappointing 2024, Walt Disney World was impacted by both Hurricane Helene and Hurricane Milton last quarter.


Disney World
It is estimated that the dual hurricanes cost Disney $130 million.
Wall Street’s Expectations
With just hours to go until Disney reports their earnings, Bloomberg has compiled Wall Street’s expectations for the company.
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Total revenue: $24.57 billion versus $22.08 billion in Q1 2024
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Adj. earnings per share: $1.42 versus $1.21 in Q1 2024
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Entertainment revenue: $11 billion versus $9.98 billion in Q1 2024
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Sports revenue: $4.70 billion versus $4.84 billion in Q1 2024
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Experiences revenue: $9.30 billion versus $9.13 billion in Q1 2024
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Disney+ subscriber net additions: Loss of 1.41 million versus loss of 600,000 in Q1 2024
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