The Disney+ streaming service grew to 131.6 million global subscribers in the latest quarter, with direct-to-consumer operating profit increasing 39%, Disney reported.
However, the entertainment giant’s content sales/licensing activities resulted in a loss of $52 million in the quarter due to weaker theatrical performance compared to the same period last year. inside out 2 and deadpool & wolverine Contributed to generating operating income of $316 million.
On a call with analysts to discuss Disney’s fourth-quarter 2025 results, Disney CEO Bob Iger was optimistic about the future outlook for theaters. He said the company’s plans for the remainder of fiscal year 2026 include: Star Wars: The Mandalorian & Grogu, Toy Story 5 And live action Moana“as strong as it has been in a while, perhaps stronger than it has been in a while.”
Iger went on to say, “I feel good about the direction of the studio, both what it is now, what it’s going to be, and what it’s going to be.”
Asked about merger and acquisition activity among Hollywood studios, Hugh Johnston, Disney’s executive vice president and chief financial officer, said: “We like where we are right now, so we don’t expect to be involved in any significant moves.”
Disney executives said in a prepared commentary on financial results for the three months ended Sept. 27 that the company expects to invest $24 billion in entertainment and sports content in fiscal 2026, an increase of $1 billion from fiscal 2025.
With the start of live-action streaming lilo & stitch Buoyed by this, Disney+ gained 2.5 million subscribers in international markets, reaching 72.4 million. In the United States and Canada, the service added 1.5 million subscribers to 59.3 million.
Overall, Disney’s fourth quarter revenue of $22.5 billion was on par with its fourth quarter 2024 revenue. For the full year, revenue increased 3% to $94.4 billion.
Operating income for the entire segment decreased 5% to $3.48 billion, and operating income for the Entertainment segment decreased 35% to $691 million.
(Tag Translation) Streaming