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Disney earnings show consumers are 'full systems go,' says CIO
Reuters Videos91d agoneutralVIDEO
Disney earnings show consumers are 'full systems go,' says CIO

<body><p>STORY: Disney reported adjusted earnings-per-share of $1.57 and revenue of $25.2 billion ​for January through March. Analysts, on average, had expected adjusted EPS of $1.49 and revenue of $24.78 billion, according to LSEG.</p><p>"All three aspects of their business did extraordinary," said Weinand, referring to streaming, theme parks and merchandise.&nbsp;</p><p>"I don't know the last time you've been to a theme park, but it's $300 to get in the door, and it's about $1,000 per person by the time you've left," he said. "Add that to almost every single streaming service is increasing their subscription prices, and people are paying it."&nbsp;</p><p>While most of those consumers are in middle- or upper-income brackets, Weinand said lower-middle class&nbsp; consumers are also spending, but at "entry-level consumer goods stores."</p><p>"That's kind of why I still like a Ross Stores or a TJ Maxx," he said, noting that shares of Ross Stores are "up about 26% this year."</p></body>

Disney earnings beat estimates as new CEO outlines growth strategy
Reuters Videos91d agobullishVIDEO
Disney earnings beat estimates as new CEO outlines growth strategy

<body><p>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.</p><p>Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.</p><p>:; Disney</p><p>It was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.</p><p>D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.</p><p>At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+.&nbsp;</p><p>:; Disney</p><p>Theme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists.&nbsp;</p><p>Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.</p><p>Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.</p><p>:: Particle6</p><p>Archive</p><p>D'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</p></body>

Investing.com91d agoneutral
New Disney CEO D’Amaro signals "Digital Centerpiece" strategy for Disney+

Investing.com -- In his maiden earnings call as Chief Executive Officer, Josh D’Amaro signaled a fundamental shift in how the Walt Disney Company values its empire, moving away from siloed units toward a unified, technology-driven ecosystem. The company’s stock rose over 6% after reporting fiscal second-quarter adjusted earnings per share of $1.57, topping the analyst consensus of $1.50, while revenue climbed 7% YoY to $25.17 billion, surpassing estimates of $24.85 billion.

Disney (DIS) Q2 2026 Earnings Transcript
Motley Fool91d agoneutral
Disney (DIS) Q2 2026 Earnings Transcript

With me today are Josh DAmaro, our Chief Executive Officer; and Hugh Johnston, our Chief Financial Officer. You will notice that we've adjusted our earnings materials to shift our focus more toward the Walt Disney Company as a whole rather than its individual segments.

Josh D'Amaro's 'super app' could be Disney's next big catalyst
Yahoo Finance Video91d agoneutralVIDEO
Josh D'Amaro's 'super app' could be Disney's next big catalyst

Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Bloomberg Intelligence senior media analyst Geetha Ranganathan sits down with Yahoo Finance's Julie Hyman to discuss the next catalysts for Disney's stock.

Disney Stock Is Up 8% Today: Is It Outperforming Other Streaming Stocks Like Netflix and Warner Bros. Discovery?
24/7 Wall St.91d agobullish
Disney Stock Is Up 8% Today: Is It Outperforming Other Streaming Stocks Like Netflix and Warner Bros. Discovery?

Shares of Walt Disney (NYSE:DIS) are up 8% in early trading on May 6 after the company posted fiscal Q2 2026 results that topped revenue and earnings estimates. Disney stock recently changed hands near $107.85 and is the standout performer in large-cap media today. Even with the pop, Disney stock is still down 5% year ... Disney Stock Is Up 8% Today: Is It Outperforming Other Streaming Stocks Like Netflix and Warner Bros. Discovery?

Disney Puts Rumors to Rest: TV Network Spinoff Is Off the Table
The Wall Street Journal91d agoneutral
Disney Puts Rumors to Rest: TV Network Spinoff Is Off the Table

Disney shot down persistent questions about whether it will sell or spin off some of its linear television networks, as NBCUniversal has done and Warner Bros. Discovery was planning to do before agreeing to be acquired by Paramount Skydance.

New Disney CEO Gives Vision for Company as Revenue Rises
The Wall Street Journal91d agoneutral
New Disney CEO Gives Vision for Company as Revenue Rises

The new chief executive at Disney on Wednesday laid out his long-term vision for the company, centered on using technology to reach consumers and increase profits. In a nearly 3,000-word letter to shareholders accompanying quarterly financial results and comments in a conference call with analysts, Josh D’Amaro emphasized his plans to make Disney+ a digital hub for all the company’s businesses and invest in new technology, particularly around videogames. Theme parks and cruises have overtaken television as Disney’s biggest source of profits, and the company is counting on them to fuel its growth for the rest of this decade and beyond.

Disney stock is a 'crown jewel': Q2 earnings beat takeaways
Yahoo Finance Video91d agobullishVIDEO
Disney stock is a 'crown jewel': Q2 earnings beat takeaways

Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Yahoo Finance Senior Business Reporter Ines Ferré and Washington Crossing Advisors senior portfolio manager Chad Morganlander chat with Yahoo Finance Senior Reporter Brooke DiPalma about the earnings results and the stock's potential.

Disney stock is a 'crown jewel' for investors, portfolio mgr says
Yahoo Finance Video91d agoneutralVIDEO
Disney stock is a 'crown jewel' for investors, portfolio mgr says

Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Yahoo Finance Senior Business Reporter Ines Ferré and Washington Crossing Advisors senior portfolio manager Chad Morganlander chat with Yahoo Finance Senior Reporter Brooke DiPalma about the earnings results and the stock's potential.