Disney Earnings Preview: Streaming and Traditional TV Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy DIS?
Source: CNBC
- Streaming Profitability: Disney's streaming segment, led by Disney+, has recently turned profitable, although the decline in traditional TV subscribers has weighed on overall performance, highlighting the challenges and opportunities in the company's transformation.
- Earnings Expectations: Wall Street anticipates Disney's first fiscal quarter earnings per share to be $1.57 adjusted, with revenue expected to reach $25.74 billion, reflecting investor focus on its streaming and theme park businesses.
- Theme Park Investment: Disney has committed to investing $60 billion in its theme parks over the next decade; despite potential economic pressures on consumer spending, its cruise business remains strong, demonstrating resilience in its experiences segment.
- CEO Succession Race: Amid Bob Iger's impending retirement, Disney is facing a competitive race for CEO succession, expected to select a new chief in early 2026, likely either Josh D'Amaro or Dana Walden, which will have significant implications for the company's strategic direction.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 96.560
Low
123.00
Averages
137.29
High
152.00
Current: 96.560
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Theme Park Investment: Disney plans to invest $60 billion over the next decade to upgrade its theme parks and expand its cruise fleet, emphasizing its commitment to enhancing guest experiences, which is expected to attract more visitors and boost revenue.
- Content Production Focus: With its streaming business now profitable, Disney will increase investments in high-budget films, including Toy Story 5 and Avengers: Doomsday, further solidifying its leadership position in the entertainment industry.
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