Disney’s upcoming earnings report will focus on streaming and traditional TV business performance. The decline in traditional TV bundle subscribers has impacted overall company performance and stock price. Updates on ESPN’s streaming service and effects of price hikes will be key. Wall Street expects earnings per share of $1.57 and revenue of $25.74 billion.

Disney’s experiences unit, including theme parks and cruise ships, is a profit driver. Last quarter, the unit showed resilience despite potential consumer spending pressures. Disney is investing $60 billion in theme parks over the next decade and developing a new theme park in Abu Dhabi. The company had a successful year at the box office in 2025.

Disney’s earnings report coincides with a CEO succession race as Bob Iger plans to retire. The next CEO is expected to be either Josh D’Amaro, chairman of Disney Experiences, or Dana Walden, co-chair of Disney Entertainment. The decision is anticipated in early 2026. Stay tuned for updates on this developing story.

Read more at CNBC: Disney (DIS) earnings Q1 26