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Dec 28, 2024

Disney Q1 2025 Earnings Report

Key Takeaways

Disney reported strong earnings for Q1 2025, with revenue growing 5% to $24.69 billion and net income rising 23% to $2.55 billion. EPS increased 35% to $1.40, while adjusted EPS jumped 44% to $1.76. The Entertainment segment saw a 95% increase in operating income, driven by strong content sales. Sports rebounded to a $247 million profit, and Experiences remained steady at $3.1 billion in operating income.

Total Revenue
$24.6B
Previous year: $23.5B
+4.5%
EPS
$1.76
Previous year: $1.22
+44.3%
ESPN+ Paid Subscribers
24.9M
Previous year: 25.2M
-1.2%
Hulu Paid Subscribers
53.6M
Previous year: 49.7M
+7.8%
Hulu SVOD Only Paid ARMPU
$12.5
Previous year: $12.3
+1.9%
Gross Profit
$9.28B
Previous year: $7.96B
+16.6%
Cash and Equivalents
$5.49B
Previous year: $7.19B
-23.7%
Free Cash Flow
$739M
Previous year: $886M
-16.6%
Total Assets
$197B
Previous year: $198B
-0.4%

Disney

Disney

Forward Guidance

Disney expects continued strong growth across its business segments, with high-single-digit adjusted EPS growth for fiscal 2025 and $15 billion in cash from operations.