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Compared to Estimates, Disney (DIS) Q2 Earnings: A Look at Key Metrics
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Walt Disney (DIS - Free Report) reported $23.62 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 7%. EPS of $1.45 for the same period compares to $1.21 a year ago.
The reported revenue represents a surprise of +2.10% over the Zacks Consensus Estimate of $23.14 billion. With the consensus EPS estimate being $1.18, the EPS surprise was +22.88%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Disney performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Number of paid subscriber - ESPN+: 24.1 million versus 24.99 million estimated by five analysts on average.
Number of paid subscriber - Hulu - SVOD Only: 50.3 million versus the five-analyst average estimate of 48.32 million.
Number of paid subscriber - Hulu - Live TV + SVOD: 4.4 million versus the five-analyst average estimate of 4.51 million.
Number of paid subscriber - Hulu: 54.7 million compared to the 52.83 million average estimate based on five analysts.
Revenue- Entertainment: $10.68 billion versus $10.31 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
Revenue- Sports: $4.53 billion compared to the $4.36 billion average estimate based on five analysts. The reported number represents a change of +5.2% year over year.
Revenue- Entertainment- Linear Networks: $2.42 billion versus the five-analyst average estimate of $2.45 billion. The reported number represents a year-over-year change of -12.6%.
Revenue- Entertainment- Direct-to-Consumer: $6.12 billion versus the five-analyst average estimate of $6.09 billion. The reported number represents a year-over-year change of +8.4%.
Revenue- Entertainment- Content Sales/Licensing and Other: $2.15 billion versus $1.76 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +54.5% change.
Revenue- Experiences: $8.89 billion versus the five-analyst average estimate of $8.93 billion. The reported number represents a year-over-year change of +5.9%.
Revenue- Experiences- International: $1.44 billion compared to the $1.60 billion average estimate based on three analysts. The reported number represents a change of -5.3% year over year.
Revenue- Experiences- Domestic: $6.50 billion versus the three-analyst average estimate of $6.32 billion. The reported number represents a year-over-year change of +9.1%.
Shares of Disney have returned +12.8% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Compared to Estimates, Disney (DIS) Q2 Earnings: A Look at Key Metrics
Walt Disney (DIS - Free Report) reported $23.62 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 7%. EPS of $1.45 for the same period compares to $1.21 a year ago.
The reported revenue represents a surprise of +2.10% over the Zacks Consensus Estimate of $23.14 billion. With the consensus EPS estimate being $1.18, the EPS surprise was +22.88%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Disney performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of paid subscriber - ESPN+: 24.1 million versus 24.99 million estimated by five analysts on average.
- Number of paid subscriber - Hulu - SVOD Only: 50.3 million versus the five-analyst average estimate of 48.32 million.
- Number of paid subscriber - Hulu - Live TV + SVOD: 4.4 million versus the five-analyst average estimate of 4.51 million.
- Number of paid subscriber - Hulu: 54.7 million compared to the 52.83 million average estimate based on five analysts.
- Revenue- Entertainment: $10.68 billion versus $10.31 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
- Revenue- Sports: $4.53 billion compared to the $4.36 billion average estimate based on five analysts. The reported number represents a change of +5.2% year over year.
- Revenue- Entertainment- Linear Networks: $2.42 billion versus the five-analyst average estimate of $2.45 billion. The reported number represents a year-over-year change of -12.6%.
- Revenue- Entertainment- Direct-to-Consumer: $6.12 billion versus the five-analyst average estimate of $6.09 billion. The reported number represents a year-over-year change of +8.4%.
- Revenue- Entertainment- Content Sales/Licensing and Other: $2.15 billion versus $1.76 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +54.5% change.
- Revenue- Experiences: $8.89 billion versus the five-analyst average estimate of $8.93 billion. The reported number represents a year-over-year change of +5.9%.
- Revenue- Experiences- International: $1.44 billion compared to the $1.60 billion average estimate based on three analysts. The reported number represents a change of -5.3% year over year.
- Revenue- Experiences- Domestic: $6.50 billion versus the three-analyst average estimate of $6.32 billion. The reported number represents a year-over-year change of +9.1%.
View all Key Company Metrics for Disney here>>>Shares of Disney have returned +12.8% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.