Disney (dis-1.16 %) We are preparing to report the results of the first quarter of the morning of Wednesday in the morning of Wednesday before the bell, providing shareholders to show shareholders whether they can maintain last year’s momentum.
House of Mouse had a star in 2024. The streaming business has finally made a profit, and the movie studio has dominated the box office with Inside Out 2 hits. Deadpool & WolverineAnd Moana 2 is very expected. The media giant stock has risen nearly 20 % in the last 12 months.
But can Disney continue magic? Not all of them are prosperous. The broadcast and the cable network are struggling, and two hurricanes may have stopped attending the theme park at the end of last year.
As a whole, analysts are currently anticipated that Disney’s revenue will increase by nearly 5 % year -on -year to $ 24.7 billion for three months, according to consensus estimates from Factset. Dollar)Fds-0.23 %)
This indicates what to look for in Disney’s future revenue reports.
Disney is finally adapting to the streaming era
Disney may have been late for streaming games. The flagship platform, Disney+, was released (Netflix more than 10 years later (Netflix))NFLX+1.27 %) -However, it finally hit the step. Five years later, the company’s streaming department, including Hulu and ESPN+ I made a profit for the first time last year。 And recently, Disney has expanded the portfolio. Get a sports -centered FUBOTV And have it I raised the price。
With the box office revenue, Disney made a strong comeback after confusion from pandemic and Hollywood strikes. This month, Disney is preparing to premier the next big hit captain America: Brave New World, and is already entering the next franchise the Fantastic Four. The company may also publish a new project on Wednesday on Wednesday.
Still, not everything is a smooth voyage. Disney’s linear television business continues to struggle and threatens to squeeze overall performance. However, unlike a part of the competitors, the company remains. Commit to the broadcast and cable network -We for now.
Disney parks may be a hit
Other experiences such as Disney’s theme parks, hotels and cruise ships are expected to decrease profits in the first quarter due to some confusion, such as Hurricane Helen and Milton. In addition to pressure, Disney faces a large cost as he invests. $ 12 billion To expand the cruise ship fleet.
According to the fact set, analysts in Wall Street anticipate the operating profit of parks and experience will decrease by more than 5 % and lower $ 2.2 billion.
Latest information about searching for the successor to Bob Igarer
Investors are also paying attention to the latest information on the next CEO search for Disney.
Disney said in October that it would announce the successor to Iger in early 2026. Replace CEO – Also. Search -Including internal and external candidates -is led by James P. Goman, a new chair of Disney.
In August, Goman was in charge of a difficult job Lead the search committee For Disney’s next CEO -Work that didn’t work first timeThe relationship between Igar and his successor Bob Chappec quickly became sour and sour due to the difference in leadership style.
Igar, who has been in a media giant for 40 years, served as CEO from 2005 to 2020. Igarer has returned to the company Just a year later, CHAPEK regained his role to serve as a two -year term as a CEO -it was later extended. He is currently expected to leave the company in 2026.
Front runner to replace Iger CEOs include Danawolden and Alumbergman, the co -chair of Disney Entertainment. Disney has experienced Josh Damaro and ESPN Jimmy Pitaro.
