After Leading the Way in Fiscal Year 2025, the Future of Disney Experiences Looks Brighter Than Ever
Wall Street’s attention was once again fixated on Disney this morning, as the company reported its FY2025 earnings.
Overall, it was a triumphant morning for Bob Iger and his team, as Disney beat Wall Street’s adjusted earnings-per-share expectations by 6 cents, coming in at $1.14.
Photo: Variety
On the other hand, revenue was flat year over year at $22.5 billion, which was below expectations.
Streaming Carried Disney Entertainment
Looking at the specifics of the Disney earnings report, the company’s streaming unit was the big winner, shattering expectations and growing 12.4 million subscribers year over year.
Walt Disney Company
The success of streaming helped Disney offset its disappointing box-office results this quarter.
Disney Experiences Led the Way
Finally, there is Disney Experiences. In what has become an increasingly common occurrence, the Disney Parks and cruise line business provided the backbone of the company’s business last quarter.
Cinderella Castle in Magic Kingdom
Diving into the numbers, Disney Experiences netted $10 billion in Q4 of FY2025, which was 57% of the company’s total operating income.
Disney Destiny
Looking ahead, Disney believes that the unit will continue to prosper.
The Future Looks Bright
During his appearance on CNBC this morning, Disney CFO Hugh Johnston gave some insight into how the company’s FY2026 Q1 is tracking.
Photo: Deadline
According to the Disney executive, bookings are up 3% across Disney Experiences, and Walt Disney World spending is up 5%.
“We’ve got continued momentum there,” Johnston said.
Perhaps more impressively, the Disney Cruise Line is continuing to sell out at the same rate, despite the infusion of capacity from the recent launches of the Disney Treasure and the Disney Destiny.
As we have written about extensively, Disney has identified its cruise line business as one primed for growth. The fact that the unit has maintained its sell-out rate while adding capacity should give investors plenty of reason to be optimistic.
While Disney will always be synonymous with movies, it has become clear that its cash cow is the Experiences division.
Spaceship Earth at EPCOT
With Walt Disney World set to expand in exciting new ways, the Disney Cruise Line adding more vessels to its fleet, and a new park under development in Abu Dhabi, the future looks bright.
Photo: MickeyBlog
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