Disney Earnings Soar, Streaming Growth Shines Ahead of Q3 Results

As Walt Disney prepares to release its fiscal third-quarter results on August 9th, 2025, analysts are anticipating another strong performance from the entertainment conglomerate. According to a survey by LSEG, the consensus estimate is for Disney to report earnings of $1.47 per share on $23.73 billion in revenue, representing a 1.5% increase in earnings and a 2.5% rise in revenue compared to the same period last year.

This follows Disney's impressive fiscal second-quarter results, which saw the company beat analyst expectations, driven by better-than-anticipated subscriber growth for its Disney+ streaming platform. In the March quarter, Disney also reported revenue growth across all three of its business segments - entertainment, sports, and experiences.

Looking ahead, Wall Street remains bullish on Disney's prospects. Several major banks, including UBS, JPMorgan, and Citigroup, have recently raised their price targets for the stock, citing the company's resilient performance in its parks and experiences segment, as well as the continued improvement in profitability for its direct-to-consumer streaming business. Analysts are also optimistic about Disney's content pipeline and the upcoming launch of its new ESPN streaming service.

Despite the broader market's performance, Disney's shares have gained nearly 7% since the start of 2025, though they have slightly trailed the S&P 500 index. As the company prepares to report its latest quarterly results, investors will be closely watching for any updates on Disney's long-term growth strategy and its ability to navigate the evolving media landscape.