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Disney (DIS) Reports Q3 Earnings: What Key Metrics Have to Say
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Walt Disney (DIS - Free Report) reported $23.65 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 2.1%. EPS of $1.61 for the same period compares to $1.39 a year ago.
The reported revenue represents a surprise of -0.14% over the Zacks Consensus Estimate of $23.68 billion. With the consensus EPS estimate being $1.46, the EPS surprise was +10.27%.
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 24.45 million estimated by five analysts on average.
Number of paid subscriber - Hulu - SVOD Only: 51.2 million versus the five-analyst average estimate of 50.02 million.
Average monthly revenue per paid subscriber - Disney+ - International (excluding Disney+ Hotstar): $7.67 compared to the $7.47 average estimate based on five analysts.
Average monthly revenue per paid subscriber - Disney+ - Domestic (U.S. and Canada): $8.09 compared to the $8.04 average estimate based on five analysts.
Revenue- Sports: $4.31 billion versus $4.48 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -5.5% change.
Revenue- Entertainment: $10.7 billion versus the five-analyst average estimate of $10.75 billion. The reported number represents a year-over-year change of +1.2%.
Revenue- Entertainment- Direct-to-Consumer: $6.18 billion versus the five-analyst average estimate of $6.22 billion. The reported number represents a year-over-year change of +6.4%.
Revenue- Entertainment- Linear Networks: $2.27 billion compared to the $2.37 billion average estimate based on five analysts. The reported number represents a change of -14.7% year over year.
Revenue- Eliminations: $-448 million compared to the $-403.34 million average estimate based on five analysts.
Revenue- Experiences: $9.09 billion versus the five-analyst average estimate of $8.79 billion. The reported number represents a year-over-year change of +8.4%.
Revenue- Entertainment- Content Sales/Licensing and Other: $2.26 billion versus the five-analyst average estimate of $2.16 billion. The reported number represents a year-over-year change of +6.9%.
Revenue- Content Sales/Licensing and Other- TV/SVOD distribution: $875 million versus $830.26 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +31.8% change.
Shares of Disney have returned -2.9% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Disney (DIS) Reports Q3 Earnings: What Key Metrics Have to Say
Walt Disney (DIS - Free Report) reported $23.65 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 2.1%. EPS of $1.61 for the same period compares to $1.39 a year ago.
The reported revenue represents a surprise of -0.14% over the Zacks Consensus Estimate of $23.68 billion. With the consensus EPS estimate being $1.46, the EPS surprise was +10.27%.
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:View all Key Company Metrics for Disney here>>>
Shares of Disney have returned -2.9% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.