DIS

DIS : Let's break down Disney's performance, separating short-term noise from long-term strategy.

FY2025:

Despite modest revenue growth (+3% to $94.4B), the key metrics soared:

Adjusted EPS: +19% YoY

Free Cash Flow: +18% YoY

Parks (Experiences): Record annual operating profit of $10.0B.

Streaming (DTC): $1.3B in operating profit—a complete reversal from the $4B loss just three years ago. Disney+ subscribers hit 131.6M.

What’s Next? Major Catalysts for 2026 :

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