Disney’s Streaming Strategy Gains Momentum Amid Mixed Earnings
Disney's fiscal Q3 2025 earnings revealed modest growth, but CEO Bob Iger's strategic updates on streaming stole the spotlight. The company's unique ecosystem—spanning theme parks, franchises, and characters—continues to fortify its competitive moat. Theme parks drove a 2% revenue increase and an 8% operating income surge, offsetting slower progress in streaming.
Disney+ added just 1.8 million subscribers, a 1% YoY rise, yet streaming profitability edged up 5%. Iger's undisclosed announcement hints at a pivotal shift in Disney's streaming approach, potentially reshaping its trajectory in the intensifying market battle.