Is Disney’s success unstoppable? Despite rising ticket prices, hurricanes disrupting domestic parks, and the looming Epic Universe, Disney still delivered strong earnings. This week, we dive into Disney’s Q1 FY25 earnings to explore how robust international attendance propped up U.S. shortfalls, Bob Iger’s plans to make ESPN Flagship a 24/7 sports streaming powerhouse, and why Disney+ and Hulu are now three-quarters profitable—even with subscriber challenges. Plus, learn how the cruise line expansion factors into Disney’s long-term play. Will consumers keep paying more, or is there a limit to how high Disney can push prices before families tap out?
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00:00 – Introduction and Episode Overview
00:29 – Disney Q4 Earnings: Top-Line & Bottom-Line Highlights
01:49 – Domestic vs. International Park Performance
05:18 – Pricing, Per-Cap Spending, and Guest Value
09:06 – Disney’s Cruise Expansion Plans
14:18 – Streaming Division: Profitability & Price Hikes
21:20 – Content Strategy & Box Office Success (Moana 2, Mufasa)
25:08 – ESPN & Sports Rights Strategy
29:41 – Final Takeaways & Wrap-Up
