Disney: Surging DTC Profitability
Portfolio Pulse from
Disney's Q1'25 results show strong growth in its streaming segment, with a 31% increase in operating income despite a slight decline in Disney+ subscribers. The company achieved net subscription growth due to Hulu, indicating improved subscriber monetization and positive long-term revenue trends.
March 12, 2025 | 4:00 am
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Disney's Q1'25 results show a 31% increase in streaming operating income, driven by improved subscriber monetization and growth in Hulu subscriptions, despite a slight decline in Disney+ subscribers.
Disney's strong Q1'25 results, particularly the 31% increase in streaming operating income, indicate effective strategies in subscriber monetization and growth in Hulu subscriptions. This positive performance is likely to boost investor confidence and positively impact Disney's stock price in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100