Walt Disney (DIS) Tops Q3 EPS by 16c, Misses on Revenue; Offers Guidance

Walt Disney (NYSE: DIS) reported Q3 EPS of $1.61, $0.16 better than the analyst estimate of $1.45. Revenue for the quarter came in at $23.65 billion versus the consensus estimate of $23.7 billion.

GUIDANCE:

Walt Disney sees FY2025 EPS of $5.85, versus the consensus of $5.77.

Additional Guidance and Outlook:

Q4 Fiscal 2025:

Total Disney+ and Hulu subscriptions: Increase of more than 10 million compared to Q3 fiscal 2025, with the majority of the increase coming from Hulu as a result of expanded Charter deal
Disney+ subscribers: Modest increase in Disney+ subscribers compared to Q3 fiscal 2025

Fiscal Year 2025:

Adjusted EPS(1) of $5.85, an increase of 18% over fiscal 2024
Entertainment Direct-to-Consumer: Operating income of $1.3 billion
Entertainment: Double-digit percentage segment operating income growth
Sports: 18% segment operating income growth
Experiences: 8% segment operating income growth
Disney Cruise Line pre-opening expense of ~$185 million, with ~$50 million in Q4 fiscal 2025
Equity loss from India JV of ~$200 million driven by purchase accounting amortization

For earnings history and earnings-related data on Walt Disney (DIS) click here.

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