Strong Q2 Performance: The Walt Disney Company reported a 20% year-over-year increase in adjusted EPS for Q2 2025, indicating strong earnings momentum. The Experiences segment contributed significantly to this uptick, driven by robust domestic park performance and ongoing investments.
Strategic Expansion: A new Disney theme park in Abu Dhabi was announced, marking the company's seventh theme park destination. This partnership with Miral Group would provide operational support while Disney's design and IP expertise remains integral. This expansion is expected to tap into the growing regional tourism market, with significant potential audience reach—40% of the world’s population within a four-hour flight.
Robust Theatrical Slate: Disney's upcoming film release schedule appears promising, featuring high-profile titles like the live-action "Lilo & Stitch," Pixar's "Elio," and Marvel's "The Fantastic Four." The company anticipates strong box office performance, noting that "Thunderbolts" achieved the best reviews in years for Marvel, reinforcing confidence in the franchise's viability and long-term value.