Disney has just made some MAJOR announcements about its theme parks, streaming services, and more — and we’ve got all the information you need to know right here.
Happily Ever After from the deck
On February 5th, 2025, Disney held its earnings call (and released its earnings report) for the first quarter of fiscal year 2025 and shared updates regarding various parts of the Company. Just how is theme park attendance doing right now? What’s the deal with Disney+ at the moment? Let’s take a dive into the latest report to see just what Disney has revealed.
1 — Overall Financial Results
We begin with a big-picture view of the Company. Disney shared that revenues for the company increased 5% for the first quarter of 2025 to $24.7 billion in Q1 2025 from $23.5 billion this time last year.
Diluted earnings per share increased 35% for Q1 2025 to $1.40 from $1.04 in Q1 2024.
Magic Kingdom
Total segment operating income increased 31% for Q1 2025 to $5.1 billion from $3.9 billion this time last year.
Now, let’s look at each of the Company’s different sections.
2 — Disney+
Disney+ has undergone several changes recently with crackdowns on password sharing, price increases, and more.
At the end of the first quarter of fiscal year 2025, Disney+ had 178 million Core and Hulu subscriptions, up from 174 million from Q4 2024. Disney also had 125 million Disney+ Core paid subscribers, down .7 million from Q4 2024.
Disney+
Domestically, Disney+ subscriptions are up from 56 million in September 2024 to 56.8 million in December 2024. Internationally, subscriptons are down from 69.3 million in September 2024 to 67.8 million in December 2024.
The Company previously announced that more price increases are on the horizon for Disney+, so we’ll certainly be watching for more details on that.
The Top 10 Most Streamed TV Shows and Movies of 2024 Might SURPRISE You! Find Out How Many Were From Disney+
3 — Theme Parks, Disney Cruise Line, and Merchandise (Disney Experiences)
When it comes to the Disney Experiences division, Disney shared that domestic earnings are up from $6,297 million in December 2023 to $6,432 million in December 2024. The company also noted that Domestic parks and experiences’ operating results were impacted by Hurricane Milton, and to a lesser degree, Hurricane Helene. During Hurricane Miltion, Disney World was closed for a day, and a cruise itinerary was canceled.
Sleeping Beauty Castle in Disneyland
International park earnings are also up from $1,476 million in December 2023 to $1,646 million in December 2024.
It remains to be seen just how attendance will change as the year continues and certain attractions (like “It’s Tough to Be a Bug”) permanently close, while others (like Test Track) reopen post retheme. Previously, Disney noted that bookings in the back half of 2025 were looking positive, so things could get busier as the year continues.
Every Single Disney Ride Opening in 2025
4 — ESPN
Things in the world of sports when it comes to Disney have changed quite a bit since the last earnings call. As of this latest quarter, Disney reported that ESPN revenue was up from $4,073 million in December 2023 to $4,422 million in December 2024 domestically and up from $363 million in December 2023 to $389 million internationally.
©ESPN
Disney had been planning a new sports streaming service (called Venu). That was delayed by a federal judge and then ultimately canceled after Disney agreed to buy a 70% stake in Fubo (a smaller streaming service that heavily relies on sports content).
ESPN is still expected to launch a stand-alone streamer and an ESPN title has been added to Disney+, so we’ll be watching to see how Disney further involves itself in the sports streaming world.
Click here to read about the cancelation of Venu
5 — MORE!
During the earnings call, Disney also noted content sales and licensing operating income increased from $1,362 million in December 2023 to $2,813 million. Disney noted that the strong performance of Moana 2 in theaters helped boost these numbers.
©Disney
That’s a look at things at Disney at the moment. We’ll continue to share the latest updates so stick around for all the news you need to know.
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I need a graph?..Up from 1st Quarter 24, but how was that quarter compared to previous years? Are these figures within inflation rate? I just don’t know ???
It does NOT surprise me that income from the parks has increased. We pay to enter the park and wait on long lines which is inconvenient and a waste of time and use the restrooms. This is what you get for the price of entering the park. Now you must pay enormous amounts of money to go on SOME RIDES. Now you must pay more money to go on CERTAIN RIDES. WOW, bring back 2019. Disney, you are DISGUSTINGLY GREEDY. Walt Disney from the grave says to Bob Iger ( YOU ARE DISGRACEFULLY GREEDY). Give your guests a break. BRING BACK 2019.