The chart below shows how DIS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DIS sees a -0.16% change in stock price 10 days leading up to the earnings, and a -0.05% change 10 days following the report. On the earnings day itself, the stock moves by -1.47%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Streaming Subscriber Growth: Disney reported a total of 174 million subscribers across Disney+ and Hulu, showcasing significant growth in their streaming services.
Emmy Awards Achievement: The company achieved a record-breaking 60 Emmy Awards, highlighting the success of their content production.
Parks Performance Boost: Disney's parks and experiences segment showed strong performance, contributing positively to overall revenue growth.
Projected EPS Growth: The company anticipates high single-digit adjusted EPS growth in fiscal 2025, with expectations for double-digit growth in fiscal 2026 and 2027.
Gaming Collaboration Enhancement: Disney's collaboration with Epic Games is expected to enhance their gaming offerings, integrating popular franchises into new formats.
Negative
Revenue Decline Analysis: Disney's fourth quarter 2024 earnings call revealed a decline in revenue, with a 3% drop compared to the previous year, indicating ongoing financial challenges.
Operating Cost Increase: The company reported a significant increase in operating costs, which rose by 10% year-over-year, impacting overall profitability.
Subscriber Growth Stagnation: Disney+ subscriber growth has stagnated, with only 174 million subscribers reported, failing to meet market expectations for growth.
Parks Attendance Decline: The parks segment experienced a decline in attendance, leading to lower-than-expected revenue from park operations, which was down by 5% compared to the previous quarter.
Economic Downturn Risks: The company anticipates negative impacts from upcoming economic conditions, including potential recession risks that could further affect revenue streams.
The Walt Disney Company (DIS) Q4 2024 Earnings Call Transcript
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