Disney stock plummets 8% on Weaker TV and movie revenue
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It was a volatile day for Walt Disney (NYSE:DIS) stock, as shares were down some 8% on mixed fiscal fourth quarter earnings. It didn’t help much that stock markets were plunging on Thursday, with the Dow Jones down more than 800 points, the S&P 500 off 115 points, and the Nasdaq Composite dropping more than 500 points. Disney could not buck the downward trend, as it fell short of revenue expectations while beating earnings estimates. Revenue: $22.5B, the same as Q4 of 2024. This missed revenue estimates of $22.8B. Net income: $1.3, up from $460 million. Earnings: 73 cents per share, up from 25 cents per share a year ago. Adjusted earnings: $1.11 per share, down 3% year-over-year. This beat estimates of $1.05 per share. “This was another year of great progress as we strengthened the company by leveraging the value of our creative and brand assets and continued to make meaningful progress in our direct-to-consumer businesses,” Robert Iger, CEO at Disney, said. Rough quarter at the box office Disney’s Entertainment division, which includes its films, TV networks, and streaming properties, saw revenue decline 6% to $10.2 billion in the quarter. Linear networks revenue dropped 16% to $2.1 billion in the quarter, with operating income plummeting 21% to $391 million. Meanwhile, its content sales/licensing division, which includes its films, was off 26% to $1.9 billion. The weaker box office performance looked even worse in comparison to last year, when Q4 featured massive hits, Inside Out 2 and Deadpool and Wolverine. This year, while solid hits like Fantastic Four and Freakier Friday generated revenue, it was nowhere near the income that the 2024 blockbuster brought in. Disney is more hopeful about the December quarter, which includes releases like Zootopia 2 and the new Avatar film. The theatrical division had a…
Filed under: News - @ November 14, 2025 6:24 am