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13.11.2025

💰Disney отчет за 4 квартал

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🔹 Revenue: $22.46B (Est. $22.83B) 🔴
🔹 Adj EPS: $1.11 (Est. $1.07) 🟢; -3% YoY
🔹 OI: $3.48B (Est. $3.47B) 🟢; -5% YoY
🔹 Disney+ Subscribers: 131.6M (Est. 130.08M) 🟢; Net adds +3.8M in Q4

FY26 Guide:
🔹 Adj EPS: Double-digit growth
🔹 Cash From Ops: $19B (Est. $16.86B) 🟢
🔹 Capex: $9B (Est. $1.88B) 🟢
🔹 Share Repurchases: Target $7B, double vs FY25
🔹 Dividend: Boosting by 50%

Segment:
Entertainment
🔹 Revenue: $10.21B (Est. $10.49B) 🔴; DOWN -6% YoY
🔹 DTC Operating Income: $352M; UP +39% YoY
🔹 Linear Networks Operating Income: $391M; DOWN -21% YoY

Experiences
🔹 Revenue: $8.77B (Est. $8.80B) 🟡; UP +6% YoY
🔹 Operating Income: $1.88B; UP +13% YoY

Sports (ESPN and related)
🔹 Revenue: ~$3.98B; UP +2% YoY
🔹 Segment Operating Income: $911M; DOWN -2% YoY

Other Metrics:
🔹 Hulu Subscribers: 64.1M
🔹 Net Income: $1.44B; >100% YoY
🔹 FY25 Revenues: $94.4B; UP +3% YoY
🔹 Free Cash Flow FY25: $10.08B; UP +18% YoY

#dis

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