BREAKING: 5 MAJOR Updates Revealed From Disney’s Latest News Drop

Disney has just revealed some big news about Disney+, its theme parks, Disney Cruise Line, and much more.

On February 5th, 2025, Disney held its earnings call and released its earnings report for the First Quarter of Fiscal Year 2025. We’ve got updates on the financial standing of various parts of the Company and some important information you’ll want to know about. So what are you waiting for?! Let’s dive in!

1 — Big Picture Financial Results

In terms of the Walt Disney Company’s overall financial standing, Disney revealed that Entertainment Segment operating income increased from $0.8 billion to $1.7 billion. As expected, they shared that there were two main inverse impacts on revenue, including about $120 million due to Hurricanes Milton and Helene and about $75 million due to the launch of the Disney Treasure.

Disney’s revenues increased 5% to $24.7 billion from $23.5 billion in the Q1 fiscal 2024.

Diluted earnings per share increased 35% for Q1 to $1.40 from $1.04 in Q1 fiscal 2024.

Now, let’s take a closer look at each division within the Company.

2 — Disney Experiences (Theme Parks, Cruise Line, Merchandise)

The Disney Experiences division covers some significant aspects of the Company, including Disney Cruise Line, Disney’s theme parks (domestic and international), and Disney merchandise.

In Q1, Disney reported that Domestic Parks & Experiences operating income declined 5%, reflecting a nine-point adverse impact on year-over-year growth due to the hurricanes and cruise pre-opening expenses, as previously mentioned. On the other hand, the International Parks & Experiences operating income increased 28% vs. Q1 fiscal 2024

As previously mentioned, Disney’s Chief Financial Officer (Hugh Johnston) indicated that Q1 would be negatively impacted by the cost of Hurricanes Helene and Milton and the pre-launch costs for the Treasure ship, and this was the case.

Disney has a variety of major projects in the works for this year and future years that could entice a large number of visitors to its parks and cruise ships but will also likely cost it a significant amount of money. This includes things like the Test Track retheme, the expansion of Magic Kingdom, new cruise ships, and more.

We’ll be watching to see just how these additions impact Disney’s financial standing in the coming months and years.

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3 — Disney+ and Other Streaming

In terms of its streaming services, Disney revealed both Disney+ and Hulu are doing well.

At the end of the first quarter of FY 2025, Disney had 178 million Disney+ and Hulu Subscriptions and 125 million Disney+ Core paid subscribers. At the end of the previous quarter, it had 174 million Disney+ Core and Hulu subscriptions and more than 120 million Disney+ Core paid subscribers.

Disney had previously predicted a modest decline in Q1 Disney+ Core subscribers versus Q4. While this was the case with a loss of 700,000 subscribers, they did make a quarterly profit.

However, new movies and shows being added to the service this year could encourage some folks to subscribe. Plus, Disney has been making other changes, such as incorporating an ESPN tile into the service and cracking down on password sharing. We’ll be sure to keep an eye out for updates as to how things progress.

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4 — ESPN

In terms of sports, Disney announced that operating income increased from $350 million to $247 million. They also shared that Domestic ESPN advertising revenue is up 15% compared to the 2024 Q1 fiscal year.

This all comes following the cancelation of the Venu sports streaming service Disney had previously announced. That service is no longer moving forward, but Disney will own 70% of Fubo (which is known largely for its news and sports coverage), ESPN does continue to offer ESPN+, and ESPN is still working on a stand-alone streaming service called Flagship.

We’ll be watching to see how things change in the sports world this year.

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5 — More News

Disney also shared a message from CEO Bob Iger. He said, “Our results this quarter demonstrate Disney’s creative and financial strength as we advanced the strategic initiatives set in motion over the past two years.” He went on to explain how Disney had three top movies of 2024, which helped improve profitability. He ended his statement with high hopes, saying,  “Overall, this quarter proved to be a strong start to the fiscal year, and we remain confident in our strategy for continued growth.”

That’s a look at Disney’s big reveals from the earnings call and earnings report for the first quarter of fiscal year 2025, but there’s surely more news on its way in the coming months. Make sure you stay tuned to AllEars so you don’t miss a single update!

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What news most surprised you? Tell us in the comments.

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