Thank you to @AndrewRangeley for having me back on YAVP! We discussed $NFLX, $WBD, $PSKY, $DIS, and more https://t.co/UKiphQePVu
$DIS shares rose 8% premarket after Q2 revenue grew 7% to $25.2B, adjusted EPS beat at $1.57, and the company guided for ~16% full-year adjusted EPS growth with at least $8B in buybacks.
Thank you to @AndrewRangeley for having me back on YAVP! We discussed $NFLX, $WBD, $PSKY, $DIS, and more https://t.co/UKiphQePVu
@SouthernValue95 Think these somewhat pass your test $SAM $SMG $STZ $BF.B $MTCH $DIS $ALLY $FEVR $PTLO
Disney update tomorrow morning at TSOH Investment Research $DIS https://t.co/dV8YcXGoah
Disney Annual Video Revenues $DIS https://t.co/R2juBJuAVK
Disney Annual Share Repurchases $DIS https://t.co/rstkYUej6j
The number of ESPN linear subs declined by ~8% YoY in FY25 $DIS https://t.co/KCM37zqHO2
Disney Experiences segment EBIT hit ~$10 billion in fiscal 2025 $DIS https://t.co/Xzks6aneyn
Amendment to $DIS CFO Johnston's contract, term of employment extended to Jan '29 and target value of LT equity incentive annual award to $16.5m. Exceeds his TOTAL comp in any year at $PEP. Nice work if you can get it, helps when CEO is also clearing >$40m a year for his efforts. https://t.co/uXoiVyKvSl
Thank you to @RobSWhiteside for having me on to talk $DIS earnings! https://t.co/ivTldKheyM
Today's TSOH Investment Research Disney: A New Era $DIS https://t.co/95i4YkygHy
Disney update tomorrow morning at TSOH Investment Research $DIS As always, includes prior disclosure of any proposed portfolio changes https://t.co/1IgxZBStnQ
ESPN TTM Revenues $DIS https://t.co/PwqhLdV2oc
Trailing Three-Year UCAN DTC Revenue CAGR $WBD: +4% p.a. $DIS: +10% p.a. $NFLX: +12% p.a.
Disney+ Global subscribers up ~5% YoY to ~127.7 million $DIS https://t.co/vFdYBlhdjb