News Disney’s Q1 FY26 Earnings Results Webcast

[Chef Mickey]

The connectivity part of their business is roughly 60% of revenue and rapidly declining. NBCUniversal (which is in every major business area Disney is in) is about 40% of revenue. Universal’s storytelling legacy may not be as rich as Disney’s but it is something they are known for.

Agree, but it’s not a direct or particularly good comp, IMO. Way too much internet provider at Comcast to be comparable. Disney is a 1 of 1 brand that took 100+ years to build. Ruined by the last 10 years of mistakes.

 

[Stripes]

Agree, but it’s not a direct or particularly good comp, IMO. Way too much internet provider at Comcast to be comparable. Disney is a 1 of 1 brand that took 100+ years to build. Ruined by the last 10 years of mistakes.

Yeah, I fundamentally disagree that the brand has been “ruined.” Disney’s Zootopia 2 just broke the worldwide record for highest grossing animated film. Inside Out 2 broke the domestic record for highest grossing animated film in 2024.

High levels of brand trust and brand affinity unquestionably play a massive role in such strong success.

 

[Chef Mickey]

Yeah, I fundamentally disagree that the brand has been “ruined.” Disney’s Zootopia 2 just broke the worldwide record for highest grossing animated film. Inside Out 2 broke the domestic record for highest grossing animated film in 2024.

High levels of brand trust and brand affinity unquestionably play a massive role in such strong success.

Highly damaged. They still have it in them, though.

 

[flynnibus]

For Verizon Wireless If you have more than the base 5G package, you get the choice of a Disney+ plus bundle free.
For Verizon Home Internet Depending on your tier you can get it bundled for free.
For All Verizon plans you can get the Disney+ Bundle for discount versus retail.

This is legacy - the free bundle offer for 5G wireless customers was with plans that are no longer available to purchase, only sustain. The Home Internet (wireless) offer has also been discontinued.

Yes Disney offers a discount with Verizon and select other 3Ps.. but again, not the same as suggesting most aren't aware of the cost/paying. (its also just the ads version)

 

[MisterPenguin]

Wall Street Prices Out Bob Iger’s Swan Song Disney Earnings

Post-earnings price targets range from $123-$140 with several analysts seeing headwinds at both the parks and studios units despite solid fundamentals.

www.hollywoodreporter.com

Fubo Hits 6.2 Million Combined Subscribers After Closing Disney’s Hulu Merger

The sports-first streamer and ESPN also unveiled a reseller and marketing deal to expand the reach and distribution of Fubo services in the Disney ecosystem.

www.hollywoodreporter.com

ESPN Valued at $30 Billion As Disney Reveals New Details on NFL Deal

Disney has the right to buy back the NFL's stake beginning in July 2034, with the league holding an option to acquire more of ESPN.

www.hollywoodreporter.com

 

[MisterPenguin]

Disney Expands Pact With Brightline For Interactive Streaming Advertising - Media Play News

Disney has expanded its relationship with Brightline, a tech company specializing in interactive advertising for connected televisions, to bring interactive ads to Disney+, live sports on Fubo TV and Hulu + Live TV, and programmatic inventory across Disney’s other streaming properties, including...

www.mediaplaynews.com