Happy Ending In H2 - Upgrading Disney To Buy
Portfolio Pulse from
Disney's Q1 2025 results showed mixed reactions with lower Experiences revenue and a decline in Disney+ subscribers. However, improvements are expected in H2 2025 due to a paid sharing program and recovery in Disney+ numbers.
February 22, 2025 | 8:45 am
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Disney's Q1 2025 results were mixed, with lower Experiences revenue and a decline in Disney+ subscribers. However, a recovery is expected in H2 2025 due to a paid sharing program and Disney+ subscriber growth.
The decline in Disney+ subscribers and lower Experiences revenue negatively impacted Q1 2025 results. However, the introduction of a paid sharing program and expected recovery in Disney+ numbers in H2 2025 suggest a positive outlook, leading to an upgrade to 'Buy'.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100