Walt Disney Co (The)

Strong Q1 Performance and Film Success: The Walt Disney Company reported a strong first quarter in 2025, driven by its film studios, which held the top three movies of 2024 at the global box office. The success of its creative teams underscores Disney’s ability to deliver high-quality content, contributing to an optimistic outlook for the upcoming theatrical releases.

Growth in Streaming Profitability: There is positive momentum in streaming, with an expected improvement in profitability, highlighting initiatives around technological advancements. Password-sharing measures, enhanced personalization through AI, and a dynamic user experience are set for roll-out, which could result in tangible subscriber growth by year-end. However, the timeline for these initiatives remains uncertain.

Experiences and Parks Outlook: The Experiences segment is expected to grow by 6%-8% for the year. The Disney Treasure cruise ship launch is performing well, selling out, and is anticipated to be profitable in its first quarter at sea, indicating strong demand and successful monetization in the Parks division.