Updated
Updated · Deadline · Aug 5
Disney Q3 Operating Income Jumps 21% to $5.6 Billion as Streaming Profit More Than Doubles
Updated
Updated · Deadline · Aug 5

Disney Q3 Operating Income Jumps 21% to $5.6 Billion as Streaming Profit More Than Doubles

3 articles · Updated · Deadline · Aug 5

Summary

  • $5.6 billion in fiscal Q3 operating income and $2.06 adjusted EPS both topped Wall Street forecasts, with revenue rising 7% to $25.2 billion in Josh D’Amaro’s first full quarter as CEO.
  • Toy Story 5, which has passed $1 billion at the global box office, helped lift entertainment profit 64% to $1.7 billion, while streaming operating income more than doubled to $712 million on 11% revenue growth.
  • Experiences added another pillar: profit rose 20% to more than $3 billion as global guests increased 4%, domestic park attendance climbed 3%, and per-capita ticket revenue gained 5%.
  • Sports was the weak spot, with ESPN-led operating income falling 17% to $853 million on higher rights and production costs, shorter NBA playoff runs and a carriage-dispute impact.
  • Disney paired the results with strategic moves including a $1.2 billion sale of its A+E stake, a new TikTok short-form partnership and plans to triple Disney+ local originals over three years.

Insights

With earnings near, can Disney prove streaming ads, parks, and its film slate outweigh doubts about costly direct-to-consumer strategy?
If Disney’s franchises already power parks, products, and retail, why are investors still unsure its best business is streaming?