Here’s what to expect when Disney reports before the bell

A statue of Walt Disney and Mickey Mouse stands in a garden in entrance of Cinderella’s Fortress on the Magic Kingdom Park at Walt Disney World on Would possibly perhaps perhaps well additionally simply 31, 2024, in Orlando, Florida.

Gary Hershorn | Corbis News | Getty Images

Disney will file its fiscal fourth-quarter earnings earlier than the bell on Thursday, and Wall Avenue will more than likely be paying shut consideration to the roar of its streaming and theme parks corporations. Investors can even be listening for any little print on the ogle for CEO Bob Iger’s successor.

Here is what Wall Avenue expects Disney to file on Thursday, per analysts polled by LSEG:

• Earnings per portion: $1.10 anticipated
• Income: $22.forty five billion anticipated

Wall Avenue has been paying shut consideration to streaming’s course to profitability. Final quarter Disney’s blended streaming enterprise, which consists of Disney+, Hulu and ESPN+, change into a earnings for the first time.

Subscriber enhance will more than likely be top of mind, too, especially as Disney’s opponents in most up-to-date weeks possess reported hefty subscriber gains. Warner Bros. Discovery said Max added 7.2 million subscribers for the duration of its most most up-to-date quarter, Netflix added 5 million potentialities, and Comcast’s Peacock reported 3 million additions.

Quiet, media corporations possess begun to focal point on earnings-driving measures, akin to ad-supported tiers and password sharing crackdowns.

“Within the wake of tall subscriber gains at Max nonetheless deceleration at Netflix, all eyes are on Disney’s streaming numbers. The corporate is easy to experience a bump because of its password-sharing crackdown, nonetheless that will more than likely be short-lived,” said Mike Proulx, compare director and vice president at Forrester.

The roar of the theme park enterprise can even be top of mind. Theme parks were experiencing a slowdown in particular person search recordsdata from within the U.S. Final quarter Disney reported flat attendance, in particular at its U.S. parks.

Meanwhile, Disney neutral as of late announced this can title CEO Iger’s replacement in early 2026, led by incoming chairman of the board, James Gorman. Investors will more than likely be enthusiastic to listen to additional little print on the search.

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