It’s that time again – Disney is getting ready to announce its fourth-quarter earnings. While many enjoy the holidays this time of year, this call is a big event for Disney fans and investors. We’re eager to hear what CEO Bob Iger shares in a few months, so join us as we listen to the call and keep an eye out for any major news.
Disney recently announced its fourth-quarter and full-year 2025 earnings, showing strong performance for both Disney+ and its theme parks. The parks achieved record profits for the year and quarter, even with a slight dip in attendance at U.S. parks (down 1%). Recent price hikes at Disneyland and Walt Disney World could lead to even better results in the future.
Disney+ had a successful first year, earning $1.3 billion in operating income. Profits are expected to rise further now that prices for Disney+ have increased.
The earnings call has hold music playing, and it’s the new Shakira song from Zootopia 2. I was hoping to hear it for the first time while watching the movie, but that plan didn’t work out – looks like I’ve already heard a spoiler!
Earnings call is officially underway. CEO Bob Iger and CFO Hugh Johnston are here.
Bob Iger began by highlighting Disney’s strong financial performance. Shareholders will receive a dividend of $1.50 per share this year, an increase from the $1.00 paid out last year, representing a good return on investment.
Disney’s Lilo & Stitch has been a major success, achieving the second-highest opening weekend for a live-action movie on Disney+ and becoming the top-grossing Hollywood film of the year so far. Sales of related merchandise have also been very good.
Walt Disney Studios has now earned over $4 billion at the box office for the fourth year in a row, boosted by the release of Predator: Badlands. Disney CEO Bob Iger also shared a look at upcoming major releases, including Toy Story 5 and Avengers: Doomsday.
Iger then discussed television, noting that Dancing with the Stars experienced a unique increase in ratings – growing its audience for the first six weeks after its season began. He also highlighted the upcoming Taylor Swift content planned for Disney+.
Iger says Disney is looking to create, and license more original content internationally.
On ESPN: shift to bring all of ESPN to the app experience has been a strong success so far.
Disney Parks had a record-breaking year for profits. Plus, exciting new experiences are on the way: Disney Destiny will be available next week, and Disney Adventure will launch this spring. Fans in Paris can also look forward to the opening of World of Frozen at Disneyland Paris in the spring.
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2025-11-13 16:39