For the quarter ended September 2025, Walt Disney (DIS) reported revenue of $22.46 billion, down 0.5% over the same period last year. EPS came in at $1.11, compared to $1.14 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $22.86 billion, representing a surprise of -1.72%. The company delivered an EPS surprise of +7.77%, with the consensus EPS estimate being $1.03.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Disney performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of paid subscriber - Hulu - SVOD Only: 59.7 million versus 56 million estimated by five analysts on average.
- Number of paid subscriber - Hulu - Live TV + SVOD: 4.4 million compared to the 4.51 million average estimate based on five analysts.
- Number of paid subscriber - Hulu: 64.1 million compared to the 60.51 million average estimate based on five analysts.
- Average monthly revenue per paid subscriber - Hulu - SVOD Only: $12.20 compared to the $10.90 average estimate based on five analysts.
- Revenue- Sports: $3.98 billion versus $3.97 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.7% change.
- Revenue- Sports- ESPN: $3.98 billion versus the five-analyst average estimate of $3.97 billion. The reported number represents a year-over-year change of +3.2%.
- Revenue- Entertainment: $10.21 billion compared to the $10.58 billion average estimate based on five analysts. The reported number represents a change of -5.7% year over year.
- Revenue- Eliminations: $-490 million versus the five-analyst average estimate of $-440.92 million.
- Revenue- Experiences: $8.77 billion versus $8.73 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change.
- Revenue- Entertainment- Content Sales/Licensing and Other: $1.9 billion versus the five-analyst average estimate of $2.12 billion. The reported number represents a year-over-year change of -26.4%.
- Revenue- Entertainment- Direct-to-Consumer: $6.25 billion compared to the $6.3 billion average estimate based on five analysts. The reported number represents a change of +8% year over year.
- Revenue- Entertainment- Linear Networks: $2.06 billion compared to the $2.17 billion average estimate based on five analysts. The reported number represents a change of -16.4% year over year.
View all Key Company Metrics for Disney here>>>
Shares of Disney have returned +4.4% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The Walt Disney Company (DIS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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