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Oct 01, 2022

Disney Q4 2022 Earnings Report

Disney's Q4 2022 earnings were released, showing mixed results with revenue growth offset by declines in certain segments.

Key Takeaways

The Walt Disney Company reported a 9% increase in revenue for the fourth quarter of fiscal year 2022. Diluted EPS from continuing operations was comparable to the prior-year quarter at $0.09, but decreased to $0.30 when excluding certain items. The company saw strong subscriber growth in its direct-to-consumer services, with Disney+ adding 12.1 million subscribers.

Total subscriptions increased by 14.6 million, including 12.1 million Disney+ subscribers.

Disney+ subscriber growth reflects strategic investments in content and international expansion.

Parks, Experiences and Products segment saw record results.

Company expects DTC operating losses to narrow and Disney+ to achieve profitability in fiscal 2024.

Total Revenue
$20.2B
Previous year: $18.5B
+8.7%
EPS
$0.3
Previous year: $0.37
-18.9%
Disney+ Paid ARMPU
$5.96
Previous year: $4.12
+44.7%
ESPN+ Paid Subscribers
24.3M
Previous year: 17.1M
+42.1%
Hulu Paid Subscribers
47.2M
Previous year: 43.8M
+7.8%
Gross Profit
$6.59B
Previous year: $6.19B
+6.4%
Cash and Equivalents
$11.6B
Previous year: $16B
-27.2%
Total Assets
$204B
Previous year: $204B
+0.0%

Disney

Disney

Forward Guidance

The company expects DTC operating losses to narrow going forward and that Disney+ will still achieve profitability in fiscal 2024, assuming no significant shift in the economic climate.