Disney (DIS) Reports Q4 Earnings: What Key Metrics Have to Say

For the quarter ended September 2025, Walt Disney (DIS) reported revenue of $22.46 billion, down 0.5% over the same period last year. EPS came in at $1.11, compared to $1.14 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $22.86 billion, representing a surprise of -1.72%. The company delivered an EPS surprise of +7.77%, with the consensus EPS estimate being $1.03.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Disney performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Number of paid subscriber - Hulu - SVOD Only: 59.7 million versus 56 million estimated by five analysts on average.Number of paid subscriber - Hulu - Live TV + SVOD: 4.4 million compared to the 4.51 million average estimate based on five analysts.Number of paid subscriber - Hulu: 64.1 million compared to the 60.51 million average estimate based on five analysts.Average monthly revenue per paid subscriber - Hulu - SVOD Only: $12.20 compared to the $10.90 average estimate based on five analysts.Revenue- Sports: $3.98 billion versus $3.97 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.7% change.Revenue- Sports- ESPN: $3.98 billion versus the five-analyst average estimate of $3.97 billion. The reported number represents a year-over-year change of +3.2%.Revenue- Entertainment: $10.21 billion compared to the $10.58 billion average estimate based on five analysts. The reported number represents a change of -5.7% year over year.Revenue- Eliminations: $-490 million versus the five-analyst average estimate of $-440.92 million.Revenue- Experiences: $8.77 billion versus $8.73 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change.Revenue- Entertainment- Content Sales/Licensing and Other: $1.9 billion versus the five-analyst average estimate of $2.12 billion. The reported number represents a year-over-year change of -26.4%.Revenue- Entertainment- Direct-to-Consumer: $6.25 billion compared to the $6.3 billion average estimate based on five analysts. The reported number represents a change of +8% year over year.Revenue- Entertainment- Linear Networks: $2.06 billion compared to the $2.17 billion average estimate based on five analysts. The reported number represents a change of -16.4% year over year.View all Key Company Metrics for Disney here>>>Shares of Disney have returned +4.4% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Walt Disney Company (DIS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks