Content And LicensingContent Sales/Licensing EBIT beat in F3Q24 and DIS’ guidance for similar EBIT in F4Q24E was better-than-expected, marking the start of a multi-year normalization in earnings power driven by a recovery in film/TV studios catalyzed by a compelling film slate over the next several years.
Experiences And Theme ParksDisney announced plans to invest roughly $60bn in capital spending at its Experiences segment over the next ten years.
Streaming And DTCCombined DTC continues to scale, with DTC profitability this quarter and DTC to benefit from Disney+ price increases, password sharing initiatives, subscriber growth, ESPN flagship, and unique viewing experiences through DIS multi-platform approach.